Presentation on theme: "ADP’s CPE Program ADP PROPRIETARY & CONFIDENTIAL - FOR INTERNAL USE ONLY."— Presentation transcript:
1 ADP’s CPE ProgramADP PROPRIETARY & CONFIDENTIAL - FOR INTERNAL USE ONLY
2 AgendaWhat is CPE?Why Do CPE Seminars?ADP CPE OfferingsLunch & Learn VideosADP Live SeminarsCPE WebinarsPreparing and Delivering CPE Seminars***One Source Access for all CPE Material***
3 What is CPE? Continuing Professional Education CPAs are accountants who achieve special certified status by meeting advanced educational and professional standardsCPAs must maintain this status each year by earning a set amount of Continuing Professional Education (CPE) creditsCPE credit requirements vary from state to state. For requirements by state visit:ADP is a CPE accredited institution and offers FREE courses for your CPAs in flexible and convenient delivery formats
4 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
5 CPE Seminars Are Win/Win Opportunities for Your CPAs & for You! Why Do CPE Seminars?CPE Seminars Are Win/Win Opportunities for Your CPAs & for You!CPAs WIN:You WIN:On average CPAs must earn40 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 fromSeminars can expand your presencein a firm providing you access to the staffIncreases your credibility and trust with your CPAsProvides an opportunity to facilitate conversations that can generate referralsCPE Seminars are a proven best practice among top CPA reps
6 Let’s look at how to leverage ADP’s CPE offerings to bring value to your accountants, build strong relationships, and gain referrals.
7 SmartPros Third-party expertise ADP CPE OfferingsSmartPros Third-party expertise25 Lunch and Learn Video Courses: 2 CPE credits eachThese 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 portalNote: 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 for details.ADP Group Live In-house expertise13 course topics available, awards group-live credits for your CPAsPresented by you or an ADP business partner expertNumber of CPE credits determined by training duration50 minute presentation = 1 CPE credit (courses range from 1 to 2.5 credits)
8 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.
9 Introducing NEW One Stop Shop for CPE Access everything you need to facilitate a CPE Program at your fingertips!
10 How do I deliver CPE? SmartPros Interactive Videos
11 Download SmartPros Materials Option 1: All regions have flash drives containing all of the videos and handout reference materialsOption 2: Access materials atNote – high speed internet access would be required to run the videos from the site directly.
12 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 discardedMain menu screen provides access to everything you need, from planning to delivering your presentationLet’s take a look…
13 SmartPros: Self Study Video Seminars Planning your SmartPros Seminar:Program Overview Documents (these 4 docs apply to all courses)Program ChecklistA step by step list of everything you need to do to prepare & present any SmartPros courseProgram FAQ SheetMaster CatalogOutline of all available SmartPros coursesAccountant CPE CardInstructions for CPA to register after the presentation and their receive self study
14 SmartPros: Self Study Video Seminars Planning your SmartPros Seminar:List of Course TopicsVideoActual course videos7 courses have an option for you to present the course live with PPTMaterialsAll course specific presentation materials including handouts, speaker notes etc.
15 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 practiceGreat to present over breakfast or lunchAfter 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
16 CPE Presentation FlowIntroduction ~ Review of AgendaShow Video or Review PowerPointReview Discussion QuestionsReview Reference Material & CPE CardComplete CourseTake the quiz & print certificate
18 Download ADP Live Seminar Materials www.smartpros.com/adpsupport
19 ADP Live SeminarsCreate 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.
20 ADP Live Seminar Materials Detailed InstructionsCustomized Invitation
21 ADP Live Seminar Materials Sign in SheetAfter event Sign in Sheet is ed to or faxed to (866)
22 ADP Live Seminar Materials Thank You with Instructions to Download CPE Certificate
23 ADP Live Seminar Materials PowerPoint Slides with Presentation and Speaker Notes
24 Group Live OFFERINGS 13 Seminars: SBS and Beyond Payroll Mix ADP Group Live CoursesGroup Live OFFERINGS 13 Seminars: SBS and Beyond Payroll MixSBS facilitated by SBS Sales AssociateIntro to Selling Skills creditsManaging and Motivating Generation Y 2 creditsUnderstanding Body Language 2 creditsPayroll creditsState Unemployment Insurance: The Only Controllable Employer Tax 1 creditRetirement Services facilitated by ADP Retirement Services expertRetirement Plans for Today’s Small Businesses creditsRetirement Plans for Today’s Small Businesses; The 401(k) Roth Option 2 creditsMajor Accountsfacilitated by ADP Major Accounts AssociateFrom Personnel Manager to Chief Human Capital Officer: The Transition to Strategic HR 1 creditThriving in This Economy 1 creditTotalSourcefacilitated by ADP TS AssociateProfessional Employer Organization Overview creditCandidate Screening 1 creditEmployment Law Basics 1 creditWorkers Compfacilitated by ADP Insurance Services ExpertWorkers’ Compensation Insurance 1 credit
25 What’s New and Improved? Delivering CPE to your FirmsOne source to get all of your materialsCustomized event materialsImproves ADP’s compliance with CPE certification with better trackingMakes delivering CPE streamlined and efficient so you can concentrate on hosting a successful event to generate referrals from these seminars.