Content Provider
Woodardlogo regmark

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
PRICING FOR PROFIT
View Details/Register
Free cpe webinars
Make It SO! Turning Firm Goals Into Reality in 2025

MAKE IT SO! TURNING FIRM GOALS INTO REALITY IN 2025

Available Date(s)
Thursday, March 13, 2025: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Achieving real change in your firm requires more than good intentions—it demands clear priorities, removing obstacles, and the right systems to drive action. In this session, you’ll learn how to define your most important goals for 2025, eliminate roadblocks, and implement processes that ensure success. Through practical strategies and proven frameworks, you’ll gain the tools to move from planning to execution, making consistent progress toward the future you envision for your firm. It’s time to Make It SO! 

Learning Objectives: 


  • Construct a structured framework for setting and achieving firm goals

  • Recognize common obstacles that hinder progress and how to address them

  • Outline prioritization and implementation strategies to create meaningful, lasting change

Linkedin

Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

Woodardlogo regmark

Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Woodardlogo regmark

Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Woodard's education programs provide some of the most advanced and relevant training in the world. Their coaching program is regarded as the most comprehensive and high-impact program of its kind, their resources are unique and high-impact, and their communities gather some of the most experienced - and kindest - advisors in the world.