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ILCPA Society sends out notifications to all members of upcoming presentations

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Greater exposure for Sikich

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My topic will be Common Deficiencies in Single Audits

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Patricia KellyUpdate staff on new security procedures

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Patricia KellyUpdate staff on new security procedures

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Send reminders, classes
Safer work environment
Group meeting and role play

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Reason for training: Better metrics/reporting for organization
What to train: Pulling reports in ATS/properly coding data
Motivation: Historic trends, building cases for TA team/compliance
Trigger: Creating easy to use templates, team meeting

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Todd Easton

update staff on the new tax law changes

highlight the different components of the tax laws

professional development
team meeting/presentation apt

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- a new learning system is rolling out

What do we need to train on:
- accessing
-navigating the system

What is the motivation to do the task:
- professional development
- compliance
- I want to see my CPE!

How will we trigger?
- launch notification
- team meeting discussions
- newsletter

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IT Assessment forms for financial audits.
What we need to train on:
Explain vulnerabilities in IT controls that pertain to financials
Forms to fill out
Motivation:
gaining knowledge
professional development
Trigger:
team meeting
webinar

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I agreed to do another presentation this June for the IL CPA Society

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Reason: New interns are coming in January.

What: Train interns on GFR and other tax software.

Motivation: Interns should be able to work within the software independently.

Trigger: After they are trained, interns go through a practice scenario using the software. We also have weekly meetings with all interns/staff/seniors to discuss any issues they could be having.

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Employees need learn the new accounting rules.

- go over the updates and how they impact clients.

- compliance with the new rules. When you know the rules and are able to better help clients. There is a strong possibility for increasing client base.

- Sikich U presentations on the updates.

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Employees need to be educated on the new tax software.