LIVE GROUP CPE EVENT INSTRUCTIONS
1. In order for the course to be accredited, you must have pre-registered this event at www.smartpros.com/adpsupport
2. After the event, email the final SIGN IN sheet to or fax: (866) 498-8611
3. If you have any questions, please email:
File / Guidelines 0808141 /
PRE-REGISTER ONLINE AT LEAST 48 HOURS BEFORE EVENT by going to:
www.smartpros.com/adpsupport
/ 1. Go to www.smartpros.com/adpsupport2. Complete pre-registration form in its entirety. All form questions must be answered
3. Within 48 hours you will be emailed your custom event package that includes the following:
a. Event Instructions
b. PowerPoint Presentation with Speaker Notes
d. Invitation with RSVP Form
e. Sign-in Sheet
f. Thank You for Attending Certificate (with CPE instructions)
IMPORTANT NOTE:
You will notice an EVENT CODE on your forms. This EVENT CODE is essential to the CPE Certificate tracking process. If you do not have an EVENT CODE on your SIGN-IN SHEET and your THANK YOU FOR ATTENDING CERTIFICATE, you must immediately send an email to:
2 / Invitation / It is MANDATORY that all participants receive it prior to the seminar. The text contained on the invitation is dictated per NASBA and may not be changed.
IMPORTANT NOTE:
• You may add information but may not delete anything per NASBA guidelines.
• If NASBA does not see all this info when we are audited, it is reason for them to revoke our license.
3 / Sign In Sheet / • Ask participants to print their name and email address legibly on the Sign In Sheet. Their signature, arrival and departure times are also required.
• Sign In Sheet must specify whether the CPA received full or partial credit for the course.
IMPORTANT NOTE:
• If a CPA does not attend the full session (is late or leaves early), change the amount of CPE credits on the Certificate of Completion to match the amount of time they actually attended. First 50 minutes = 1 CPE credit, ½ CPE credit for each 25 minutes following.
• There should be an EVENT CODE on this certificate. The EVENT CODE is critical to CPE tracking. If you do not see an EVENT CODE, immediately email
• Send the final SIGN IN sheet to or fax: (866) 498-8611
4 / Online Course Evaluation / • CPAs are encouraged to complete the Online Seminar Evaluation when they register online for the CPE Certificate. (See instructions on THANK YOU FOR ATTENDING CERTIFICATE)
5 / Thank You for Attending Certificate
(How to receive CPE Certificate) / • CPAs are required to follow the directions on the THANK YOU FOR ATTENDING certificate if they wish to receive a copy of their CPE Certificate. Directions for registering for the CPE certificate our clearly outlined on the THANK YOU FOR ATTENDING certificate. MAKE SURE ALL EVERYONE IN ATTENDANCE WHO COMPLETES THE COURSE GETS A COPY OF THE THANK YOU FOR ATTENDING CERTIFICATE.
IMPORTANT NOTE:
• There should be an EVENT CODE on this certificate. The EVENT CODE is critical to CPE tracking. If you do not see an EVENT CODE, immediately email
YOU ARE INVITED TO ATTEND A LIVE GROUP CPE SEMINAR
Strategic Thinking and Its Impact on the Bottom Line
Event Date: / «Date_MMDDYYYY»Event Time: / «Start_Time» – «End_time»
Event Location: / «Location»
Address: / «Address»
«City», «State» «ZipPostal_Code»
Offered by: / «Presenter_Name»
«Presenter_email»
«Presenter_Office_Phone»
Summary: This course will provide a snapshot of the current marketplace honing in on where businesses are faced with decisions to right size, sustain or take the necessary steps to grow in the market. Improving both top line and bottom line revenues are critical to the success of any business owners. Gain insight into avenues to manage costs while acquiring, serving and retaining customers with a goal of increasing profitability. Evaluate a business owner’s strategy vs. the reality of their day to day activities. Lastly, learn the importance of compliance and regulations that factor into the overall success of a business.
Learning Objectives:
· Identify Market Place Trends
· Learn Top Objectives and Challenges for Mid Sized Businesses
· Evaluate Business Strategies vs. Reality and the Impact to the Financial Statement
· Incorporate a Paradigm Shifts Towards Strategic HR
Program Level: Basic
Prerequisites: None
Advanced Preparation: None / Field of Study: Management Advisory Services
Delivery Method: Group Live
CPE Credits: 1.0
Presenter Name and Background: «Presenter_Background»
PLEASE R.S.V.P.Attention: «Presenter_Name» email: «RSVP_email»
Phone: «RSVP_Phone» Fax: «RSVP_Fax»
Name : Company Name:______
Address: ______City: ______State: _____ Zip:______
Phone: ______email: ______
Total number of attendees from your company you expect to attend: ______
For more information regarding administrative policies or complaints, please contact our offices at the number listed above.
ADP Small Business Services 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
«Session_ID»
THANK YOU FOR ATTENDING TODAY’S LIVE GROUP CPE SEMINAR
Strategic Thinking and Its Impact on the Bottom Line
Event Date: / «Date_MMDDYYYY»Event Time: / «Start_Time» – «End_time»
Event Location: / «Location»
Address: / «Address»
«City», «State» «ZipPostal_Code»
Offered by: / «Presenter_Name»
«Presenter_email»
«Presenter_Office_Phone»
Summary: This course will provide a snapshot of the current marketplace honing in on where businesses are faced with decisions to right size, sustain or take the necessary steps to grow in the market. Improving both top line and bottom line revenues are critical to the success of any business owners. Gain insight into avenues to manage costs while acquiring, serving and retaining customers with a goal of increasing profitability. Evaluate a business owner’s strategy vs. the reality of their day to day activities. Lastly, learn the importance of compliance and regulations that factor into the overall success of a business.
Learning Objectives:
· Identify Market Place Trends
· Learn Top Objectives and Challenges for Mid Sized Businesses
· Evaluate Business Strategies vs. Reality and the Impact to the Financial Statement
· Incorporate a Paradigm Shifts Towards Strategic HR
Program Level: Basic
Prerequisites: None
Advanced Preparation: None / Field of Study: Management Advisory Services
Delivery Method: Group Live
CPE Credits: 1.0
CPE CERTIFICATE INSTRUCTIONS:
To receive your CPE certificate for today’s event, please do the following:
1. Go to: www.smartpros.com/adpgrouplive
2. Input your EVENT CODE: «Session_ID»
3. Login to your existing ADP CPE account, or
4. Register for a new CPE account (It’s easy! We only require your name and email.)
5. We encourage you to complete our online course survey
6. Print a copy of your CPE Certificate for your records.
Thanks again for your participation in today’s event!
ADP Small Business Services 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
Strategic Thinking and Its Impact on the Bottom Line
Group-Live Seminar Sign-In Sheet
If CPA does not stay for the entire seminar, award one CPE credit for the first 50 minutes and a half credit for each 25 minutes afterwards.
Print Name / Email Address / Signature / Arrival Time / Departure Time / Full Credit for complete attendance?(Y/N) / If partial attendance, # of credits awarded (see guide above) /
«Session_ID» | «Date_MMDDYYYY» | «Location» | «State» |«Presenter_Name» |«Presenter_Office_Phone» | «Presenter_email»
AFTER EVENT, PLEASE EMAIL TO OR FAX COMPLETED FORMS TO: (866) 498-8611