We believe that, to be effective, training should be relevant to learners. As such, we tailor our teaching style and the course materials to each client’s needs. This means discussing topics or issues relevant to your organization and eliminating unnecessary content, and using your (or your clients’) financial statements when reviewing required disclosures. It also means using mini case studies and examples that mirror transactions your people see in their day-to-day activities.

Some of our largest clients require training materials that are fully customized to their needs and training methodology. If you can dream it, we can build it. We partner with you, working with your subject matter experts (SMEs), to develop a full suite of training materials to address your organization’s unique needs and preferences. Your branding. Your environment. Your methodology. Your vision.

We retain ownership of our existing underlying content or any new content that we create as a result of the engagement. We grant you the right to use those training materials to train your internal employees. Of course, if you contribute any underlying content, you will retain your ownership rights and we do not have any rights to use it outside your organization.

For training programs that are fully customized to your organization, you would own these materials, but grant us a worldwide, non-exclusive, royalty-free (insert additional legalese here) license for any content that we contributed as a result of the project.

High energy. Our facilitators are passionate about creating a collaborative learning environment. We are not lecturers, but prefer to have two-way conversations with our learners – asking questions and seeking feedback from the room. We teach by example, with stories and shared experiences, and a whole lot of energy!

We’ll provide PDFs of the slides, solutions to case studies, examples, and any handouts delivered to you at least one week in advance of the live session for your review.

Because we already have a full suite of content covering U.S. GAAP, IFRS, and auditing topics, we can build a tailored course or learning program fairly quickly. We usually ask for around a month of lead time when preparing a tailored program. Want something “off-the-shelf” like a U.S. GAAP, IFRS, SEC, or Audit update course? If we have the availability on the calendar, we can deploy your training in a manner of days! That said, we do have “busy seasons” (e.g., May and August/September) so be sure to call us early to get your spot reserved.

Of course! We encourage participation from our clients to make it more relevant to your professionals. We’ll do the “heavy lifting” regarding development and facilitation, but we love co-facilitating with our clients – and the level of your involvement is totally up to you!

It depends on what you’re looking for. While we have “out-of-the-box” live training programs that generally span 2-4 hours, we love creating custom learning plans for our clients like the 2-week, new hire training we did for a regional bank. Short on time and want a 1-hour update? Or how about a series of quarterly Lunch-and-Learn webinars? No problem. We can do that, too!

Of course! You’re the client and we’re serving you. You tell us where and when you want it and we’ll be there.

Yes. All of our courses, regardless of delivery method, are developed to be compliant with the rules and regulations of the National Association of the State Boards of Accountancy (NASBA).

For live, tailored training delivered at your location, our standard rate is $17,500+/- per day, depending on the level of tailoring, plus reasonable out-of-pocket costs for travel.

For live, tailored training delivered via webinar, our standard rate is $7,500 per webinar (up to 2 hours).

Our fee includes:

• Meeting with your L&D professionals and subject matter experts (SMEs) to determine learner needs and experience, learning objectives, and budget
• Designing a course outline and submitting to you for review prior to the developing course materials
• Developing course materials (i.e., slides, case studies, solutions, and/or handouts) and submitting to you prior to facilitating the course
• Facilitating the course with two professional, in-house CPA instructors
• Producing the course on our webinar platform (ON24), if applicable, and providing a producer to deal with technical assistance before, during, and after the webinar
• Issuing CPE certificates and the related administration

Yes. Discounts are available for multi-day training sessions and for multiple webinars offered during the period. Discounts are also available for our blended learning solutions (i.e., bundling our live training and eLearning solutions in a comprehensive training package). Contact us today for a free, no obligation price quote.

No. We do not charge for our time incurred related travel and, as professionals, we don’t feel it is right to charge you for our prep time.