How CPA Firms Work Training Presentation

TESTIMONIALS

Thank you so much for everything you’ve shared with us throughout the Learn, Grow, Lead program. Participating in our firm’s first leadership cohort has been such a meaningful experience, and your guidance, insight, and facilitation made all the difference.

From our first sessions through the capstone presentations, you created an environment that challenged us, supported honest dialogue, and truly helped us grow — both individually and as a leadership group. I learned a great deal from you.

Anonymous

BULK DISCOUNTS

Subtotal Discount
$725 20% off
$1,325 30% off
$1,900 40% off
$3,300 50% off

NEW! Training Presentation

Best for: Firms that invest in the proactive development of employees with 1-6 years of experience.

A fully built, professionally designed presentation that your team can deliver in-house for 2-8 hours of CPE. It walks employees through key concepts from the How CPA Firms Work book in an interactive format, making it ideal for employee growth and goal achievement at your firm. See sample slides.

Why firm leaders buy the training presentation:

  • Plug-and-play, ready to present by any manager, partner, or L&D team member
  • Includes discussion prompts and activities related to key firm pain points: critical thinking, talking to clients, work quality, productivity, and more
  • Over 100 slides allow you to choose the length and areas of emphasis that matter most at your firm

Expert-led options: If you prefer to have this workshop led by Kristen Rampe, virtual and in-person options are available. Learn more!

Learn more! Purchasers will also have an opportunity to view a previously recorded in-depth train-the-trainer call, where author Kristen Rampe provides insight on best practices to deliver the presentation to your team.

Purchase of this training presentation grants a license for use in CPA firms with 200 or fewer employees as of the date of purchase. CPA firms or organizations with more than 200 employees at any level, or associations, networks, and alliances, require a separate licensing agreement. Please contact us about pricing.

 

Your training presentation will be sent to the email address you provided for download after payment is received.

©2026

Please note our PDF e-books are not printable. Why?

Clear