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Practice Management: Workplace Efficiency - (2 NAEA CPE)



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