June 24, 2018

RSVP: Free Client-Loving CPE on February 18

Brought to you by AccountingWEB, this is a 50 minute online session worth 1 CPE credit:

Have you ever wondered why some clients leave or seem dissatisfied when you feel you haven’t done anything wrong?  Learn how to serve your clients better by knowing how it feels to stand in their shoes, and how to make changes that lead to a better client experience. Generating more loyal clients will reward your firm with additional service purchases and referrals to other high-quality clients!

You'll take away from this session an in-depth knowledge of:

  1. The value of client loyalty
  2. Client experience touch-points
  3. Awareness of the client’s perspective
  4. Listening for and utilizing feedback

The session is presented by Kristen Rampe of Kristen Rampe Consulting on February 18 at 2p Eastern. Sign up here.

Who doesn't want a little free CPE?

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CalCPA Is Doing About Everything It Can to Motivate You to Reactivate Your CPA

the-big-lebowski-bridges-dude.jpgThe California Society of CPAs understands that some of you are lazy. You don’t work for a company that provides enough CPE (and the cheapskates won’t send you to Vegas for a week) and self-study is out of the question, so your license becomes inactive.
So CalCPA is trying to get you back on the fast track to active status by offering the CPA Active Pass.
This will allow you to get the “inactive” from behind those precious letters and you can wear all of your CPA attire again without having to explain that you’re technically not an active CPA. Details-shmetails.
The CPA Active Pass allows you attend 80 hours of live CPE courses including webcasts, which is the real bonus so you won’t even have to leave your house.
No more excuses people.
CalCPA Helps Inactive California CPAs Reactivate [Web CPA]
Earlier: Arnie Signs 150-Hour Rule for California

>75: I’ve Passed, So What About CPE Requirements?

CPE.jpgEditor’s note: This is the latest edition of >75, our weekly post on questions that you have related to the CPA Exam. Send your questions to [email protected] and we’ll do our best to answer as many of them as possible. You can see all of the JDA’s posts for GC here and all our posts related to the CPA Exam here.
Reader Kyle (Louisiana CPA applicant) asks:

Passed the exam in October, start working part-time (finishing useless grad school till August) in January. Do I have to start doing CPE stuff even though I won’t be a “CPA” for at least a year? Can I start doing CPE stuff now and have it count? Does taking the CFA count as CPE stuff?


As a general rule (since each state/territory makes its own CPA exam rules), CFA, CA, MBA, STFU, whatever letters you have after your name before tackling the CPA mean shit to most state boards of accountancy. However, maybe your CFA required classes that will also meet your state’s CPA exam requirements, figure it out independently of whatever other certification you have and give up the idea that you get credit for any of that.
You can see more about the Louisiana requirements here (or find your state here). I hate the word “expert” and I don’t like having to claim that I am one just because I work with this every day in CPA Review. So when in doubt, check directly with your state board or NASBA. Be patient and make a list of questions you have for them – I don’t feel sorry for you if you go into this blind and then cry to me that you had no idea you shouldn’t pay for all four parts on your NTS. All you had to do was ask and someone who knows would have told you. /endrant, I’m just suggesting to also contact the Board or NASBA.
That being said, Louisiana doesn’t specifically define “CPE” but they don’t really have to. Generally you can speak with your state’s society of CPAs to get information on accepted CPE programs in your state. Again, there are resources available to you as a CPA candidate, it’s up to you to utilize them.
Our candidate also asked about experience requirements, which Louisiana defines as the following:

At least one year of experience must be confirmed that was within the four years preceding the date of this application; involved the use of accounting, attest, management advisory, financial advisory, tax, or consulting skills; and, was supervised and verified by a licensee.

It only takes 18 months (or less) to get through the exam, you can do the math, little future CPA.
Like I said, you are encouraged to send your CPA exam questions to us but do your own homework, I’m probably hungover while writing this.