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About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

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Effective Business Communication

The use of positive language is an important communication tool. Using appropriate word choices will make you a more effective manager and communicator. Join us for...

Webcast Communication Foundational

Effective Business Communications - Tax Staff Essentials

Addresses business communication and writing, with an emphasis on communications in the firm setting.

Course – Online Communication Foundational

Effective Communication and Negotiation (Recommended for Twitter 101)

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...

Course – Online Communication Foundational

Presence: Bringing Your Boldest Self to Your Biggest Challenges

Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...

Publication Influence Foundational

6 Ways to Up Your Networking Game

This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.

Article Communication Foundational

9 tips for being more responsive to clients

This article discusses the importance of being receptive, available, and approachable to clients.

Article Communication Foundational

How to deal with dysfunctional people at work

Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.

Article Influence Intermediate

Presenting Numbers for Impact

This course discusses the basic steps to developing a process that effectively delivers numbers-oriented information to non-financial audiences.

Course – Online Communication Foundational

A Leader's Guide to Mastering Influence

Participants will gain valuable insights into their strengths as well as development areas to become consummate influencers. By creating a greater awareness of the...

Course – Online Influence Foundational

Text Me Not: Hidden Perils of Modern Communication for CPAs

Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.

Article Communication Foundational

Got a few challenging clients?

This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

Article Client retention Foundational

5 phrases established leaders should never say again

This article explores phrases that frustrate and disappoint future leaders and offers alternatives.

Article Communication Foundational