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Practice Management: Workplace Efficiency - (2 NAEA CPE)

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Practice Management: Workplace Efficiency

IRS Program #: N/A
CE: 2 NAEA CPE
Speaker: Franklin Clark III, EA


This course will examine the basics for workplace efficiency. We will cover beating procrastination, planning your day to accomplish the maximum tasks and grouping tasks, and multitasking. We will also examine methods to remove clutter (mental, physical and electronic) and also how to manage programs and apps. We will discuss effectively dealing with e-mail and instant messaging, handling telephone and face-to-face communications.

Learning Objectives:

  • Identify impediments to accomplishing your daily goals by capturing them in writing
  • Learn a simple method to start alleviating them, one step at a time
Continuing Education
This course qualifies for NAEA CPE only. It does not qualify for IRS CE. If you have any questions please contact us at education@naea.org.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.