20-20 Services EVP of Client Experience, Beckie Reilly, provides tips for facilitators on how to make virtual meetings more productive, inclusive, and enjoyable for all participants. Strategies include preparation, engagement, and follow up. She additionally adds best practices for setting the tone of the meeting.
Newly hired and early-career accountants are often responsible for foundational tasks that directly impact the quality, accuracy, and timeliness of deliverables provided to clients. In this blog you will discover the critical reasons for investing in a robust staff-level training program, and the commitment of 20-20 Services to helping your team build the technical know-how and professional confidence needed to thrive through our best-in-class training.
As virtual learning continues to be a central delivery method for Continuing Professional Education (CPE), accounting firms and their training partners face a critical challenge: how to meet NASBA’s attendance monitoring requirements without compromising the quality of instruction. At 20-20 Services, we believe that regulatory compliance and effective learning can—and should—go hand in hand. Learn how we balance both for optimal engagement and limited disruption.
A 1031 exchange is a tax strategy that allows real estate investors to defer capital gains taxes on the sale of an investment property, provided the proceeds are reinvested into another like-kind property. Read more on its key advantages, how it can be valuable for estate planning, and its power to create a tax-efficient legacy for the next generation.
Accountants have amazing project management skills that can be applied to mental health and well-being. Discover techniques and tools that help professionals manage and measure stress, not just to avoid burnout, but to bring back the joy!
To foster successful personal or professional relationships, we must focus on the quality and effectiveness of our communication. Yet, despite our best intentions, misunderstandings often arise. These missteps usually stem not from a lack of effort but from differences in how people express themselves and interpret others. Not only that, how we perceive information and how people interact with us can also be influenced by current life situations and a lifetime of building patterns.
Have you led a training session that felt quiet or disengaged? Perhaps one where conversation was dominated by a few voices? There is a reason for that! In this blog post we’ll talk about how introverts may respond to training environments differently from extroverts and how an instructor can accommodate this personality style to ensure full engagement and optimal learning outcomes for their class.
Even if your role does not include direct sales, networking and business development skills are essential tools in every public accountant’s and advisor’s professional toolkit. While technical expertise is crucial, the ability to build relationships and develop business with existing and potential clients can truly accelerate your career as well as round out your skillset.
The path to success is not paved with mere talent or hard work alone; cultivating essential relationships and skills are what set you apart. To delve into this concept, Esther Shelton and Sean Bilodeau shed light on how trust, active listening, and networking play a pivotal role in your work and why they are essential for your career.
At 20-20, we often hear that accounting training is better when it is in-person. Networking opportunities and working through problems/issues with your group are common reasons many learners prefer in-person classes. However, don’t be fooled - you can do this virtually as well!
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