ADP Live Seminars - SmartPros Accounting

Report
ADP’s
CPE Program
ADP PROPRIETARY & CONFIDENTIAL - FOR INTERNAL USE ONLY
Agenda
What is CPE?
Why Do CPE Seminars?
ADP CPE Offerings
 Lunch & Learn Videos
 ADP Live Seminars
 CPE Webinars
Preparing and Delivering CPE Seminars
***One Source Access for all CPE Material***
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What is CPE?
Continuing
Professional
Education
CPAs are accountants who achieve special certified status by
meeting advanced
educational and professional standards
 CPAs must maintain this status each year by earning a set
amount of Continuing Professional Education (CPE) credits
 CPE credit requirements vary from state to state. For
requirements by state visit: www.CPEMARKET.com
 ADP is a CPE accredited institution and
offers FREE courses for your CPAs in
flexible and convenient delivery formats
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The National Board of Accountancy requires 120 Credit Hours every 3 years.
Each state specifies requirements within those credits.
Check out your state’s requirements at
Why Do CPE Seminars?
CPE Seminars Are Win/Win
Opportunities for Your CPAs & for You!
CPAs WIN:
On average CPAs must earn
40 CPE credits/yr.
ADP offers CPE credits for FREE!
* Significant cost savings to the firm.
ADP makes this program convenient by
coming on site to the firm location.
 ADP offers a wide variety of topics to
choose from
You WIN:
Seminars can expand your presence
in a firm providing you access to the staff
 Increases your credibility and trust with
your CPAs
Provides an opportunity to facilitate
conversations that can generate referrals
CPE Seminars are a proven
best practice among top CPA reps
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Let’s look at how to
leverage ADP’s CPE
offerings to bring value to
your accountants, build
strong relationships, and
gain referrals.
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ADP CPE Offerings
SmartPros Third-party expertise
25 Lunch and Learn Video Courses: 2 CPE credits each
These 25 courses are considered self-study credits: this means that while
the video, PPT and workbook materials are presented live by you, the
CPAs must print their own CPE Certificates after taking a 10-question
online posttest via the accountant portal
 Note: Some states have credit limits for self-study, ie. NJ allows for only 1 credit for each
topic. CPAs should know their state requirements, or you can direct them to
www.cpemarket.com for details.
ADP Group Live In-house expertise
13 course topics available, awards group-live credits for your CPAs
Presented by you or an ADP business partner expert
Number of CPE credits determined by training duration
50 minute presentation = 1 CPE credit (courses range from 1 to 2.5 credits)
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ADP CPE Offerings
CPE Webinars
Periodically ADP offers FREE CPE webinars providing relevant and
timely topics based on an ever changing tax and accounting
environment.
You simply invite your CPAs to attend. They register in advance of the
course by accessing the website you provide.
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Introducing NEW One Stop Shop for CPE
www.smartpros.com/adpsupport
Access everything you need to facilitate a CPE Program at your fingertips!
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How do I deliver CPE?
SmartPros Interactive Videos
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Download SmartPros Materials
Option 1: All regions have flash
drives containing all of the videos
and handout reference materials
Option 2: Access materials at
www.smartpros.com/adpsupport
Note – high speed internet access
would be required to run the videos
from the site directly.
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SmartPros: Self Study Video Seminars
Planning your SmartPros Seminar:
Flash drives are sent to regions with
instructions on loading courses to
laptops. Once loaded, a new icon
appears on desktop:
Lunch & Learn CPE Library
*Note: old course versions must first be
uninstalled and old course materials
discarded
Main menu screen provides
access to everything you need, from
planning to delivering your
presentation
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Let’s take a look…
SmartPros: Self
Study Video Seminars
Planning your SmartPros Seminar:
Program Overview Documents
(these 4 docs apply to all courses)
Program Checklist
• A step by step list of everything you need to do
to prepare & present any SmartPros course
Program FAQ Sheet
Master Catalog
• Outline of all available SmartPros courses
Accountant CPE Card
• Instructions for CPA to register after the
presentation and their receive self study
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SmartPros: Self
Study Video Seminars
Planning your SmartPros Seminar:
List of Course Topics
Video
•
•
Actual course videos
7 courses have an option for you to present the course
live with PPT
Materials
•
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All course specific presentation materials including
handouts, speaker notes etc.
SmartPros: Self Study Video Seminars
SmartPros Video You don’t have to be an expert to provide value.
This format allows non-experts to present technical topics to CPAs.
Series of current technical and
management topics designed to
help CPAs grow and manage
their practice
Great to present over breakfast
or lunch
After showing the video, you
provide CPAs with Program
Reference Material including
directions to log on to
(www.accountant.adp.com) to
take a 10-question posttest, and
print their certificates
of completion
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CPE Presentation Flow
Introduction ~ Review of Agenda
Show Video or Review PowerPoint
Review Discussion Questions
Review Reference Material & CPE Card
Complete Course
www.accountant.adp.com
Take the quiz & print certificate
How do I deliver CPE?
Group Live
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Download ADP Live Seminar Materials
www.smartpros.com/adpsupport
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ADP Live Seminars
Create your event and within 48 hours receive back your customized package. All
materials will have a unique event code that the CPAs will need to download their
certificate after the seminar.
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ADP Live Seminar Materials
Detailed Instructions
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Customized Invitation
ADP Live Seminar Materials
Sign in Sheet
After event Sign in Sheet is emailed to
[email protected] or faxed to (866) 498-8611
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ADP Live Seminar Materials
Thank You with Instructions to
Download CPE Certificate
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ADP Live Seminar Materials
PowerPoint Slides with Presentation and Speaker Notes
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ADP Group Live Courses
Group Live OFFERINGS
13 Seminars: SBS and Beyond Payroll Mix
Services
TRetirement
Major
otalSource
Accounts
SBS
Workers
facilitated by
Comp
ADP Retirement Services expert
facilitated
ADP
TSAccounts
Associate
facilitated
byby
ADP
Major
Associate
facilitated
by
SBS
Sales
Associate
facilitated
by
ADP
Insurance
Services
Expert
Retirement Plans for Today’s Small Businesses
From Personnel
Manager
to Chief Human
Capital
Professional
Employer
Organization
Overview
Intro
to
Selling
Skills
2.5
credits
2
credits
Workers’ Compensation Insurance 1 credit
Officer:
1 credit
and
Motivating
Generation
Y 2 credits
Retirement
Plans
for Today’s
Small
Businesses;
TheManaging
Transition
to Strategic
HR
1 credit
Candidate Screening 1 credit
The
401(k)
Option
Understanding
Body Language
credits
Thriving
inRoth
This Economy
1 credit2 2credits
Employment Law Basics 1 credit
Payroll 101 1.5 credits
State Unemployment Insurance:
The Only Controllable Employer Tax 1 credit
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What’s New and Improved?
Delivering CPE to your Firms
 One source to get all of your materials www.smartpros.com/adpsupport
 Customized event materials
 Improves ADP’s compliance with CPE certification with better tracking
Makes delivering CPE streamlined and efficient so you
can concentrate on hosting a successful event to
generate referrals from these seminars.
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