Questions to Ask & Answer when Establishing Your Firm’s Learning Program

October 22, 2015 -

Firms that address and seek clarity around some specific questions will undoubtedly have better learning outcomes that will drive their own profitability in the long run. These questions help a firm stay focused on embracing a learning culture, institutionalizing key learning function, and delivering high…

read more

Post-Merger Blues: Revising the Audit

September 22, 2015 -

One of the most difficult issues facing merged CPA firms is also one of the least glamorous—the need to combine audit methodologies. For many reasons, the project certainly must be tackled—sooner rather than later. Read more to learn why the natural tendency to accommodate multiple…

read more

How to Run Training Like a Business

January 6, 2015 -

Leading CPA firms spend 1.5% – 2.0% of their revenue on training–a sizable investment.  We believe firms would realize a much greater return on the learning investment if they brought a business-like discipline to the management of their training function.  Read more for actionable advice…

read more

Return on Learning

October 6, 2014 -

Accenture Learning did a study of the training records of over 200,000 accounting and consulting professionals.  This study established a statistically valid correlation between the amount of training received and the tangible economic benefit delivered to the firm in key metrics such as chargeable hours…

read more

3 Tips for Creating Learning Metrics

September 6, 2014 -

CPA’s measure things–it’s what we do.  Beyond the “smile sheet” course evaluations, most firms are at a loss to figure out how to gain insight into the effectiveness of their learning programs.  Our goal is to help firms improvid learning outcomes, and establishing the right…

read more

3 Tips for Building a Learning Curriculum Plan

September 1, 2014 -

Curriculum plans answer the questions “what should we teach, to whom, how and when?”  We agree that this is a foundational questions not just for learning, but the entire HR and talent management function.  If you’ve struggled to create a curriculum plan, learning ladders or…

read more

4 Ways to Maximize CPE ROI

May 1, 2014 -

We recognize the importance of measuring ROI from learning, but we see too many instances where firm leadership becomes to fixated on establishing precise measures.  Our view is that firms would be better served by asking the more subjective questions, what should we do to…

read more