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Courses/Accounting & Tax/Soft Skills for Accountants

Conducting Effective Meetings for CPA's

In this course you will learn how to execute effective meetings by examining what to do before, during and after a meeting.

Created byArun Mathur
4.6
(116 reviews)
IntermediateUpdated Nov 24, 2020
Conducting Effective Meetings for CPA's

What You'll Learn

check_circlePlan, lead, and follow up on meetings effectively from start to finish.
check_circleIdentify the causes of unproductive meetings and how to avoid them.
check_circleCreate engaging, inclusive environments that support open communication and trust.
check_circleApply techniques for agenda-setting, conflict resolution, and meeting evaluation.

About This Course

Effective meetings are essential for organizational success—but too often, they fall short of their purpose. This comprehensive course provides a step-by-step guide to planning, executing, and following up on productive meetings. Whether you're leading internal team discussions or client-facing sessions, you'll learn how to create meetings that are purposeful, engaging, and results-driven.

Topics include recognizing signs of meeting failure, setting clear agendas, managing time, PowerPoint best practices, fostering a high-trust environment, handling decision-making and conflict resolution, and conducting post-meeting evaluations. You'll also explore different types of meetings, their specific goals, and how to avoid common pitfalls to ensure every meeting adds value.

Your Instructor

Arun Mathur
Arun Mathur

Lead Instructor, FCPA, FCA

menu_book38 courses
star8,833 reviews

Arun Mathur, FCPA, FCA, LPA has over 35 years of teaching and corporate training experience. He is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc., offering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger as well.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.6
Student's Choice
116 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.