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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***
2
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!
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CPAs WIN: You WIN:
CPE Seminars are a proven best practice among top CPA reps
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
Seminars can expand your presence in a firm providing you access to the staff Increases your credibility and trust with
your CPAsProvides an opportunity to facilitate
conversations that can generate referrals
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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.
ADP CPE Offerings
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)
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
SmartPros Third-party expertise
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ADP CPE Offerings
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.
CPE Webinars
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Introducing NEW One Stop Shop for CPE
Access everything you need to facilitate a CPE Program at your fingertips!
www.smartpros.com/adpsupport
How do I deliver CPE? SmartPros Interactive Videos
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Download SmartPros Materials
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Option 1: All regions have flash drives containing all of the videos and handout reference materials
Option 2: Access materials at www.smartpros.com/adpsupportNote – high speed internet access would be required to run the videos from the site directly.
SmartPros: Self Study Video Seminars
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
Let’s take a look…12
Planning your SmartPros Seminar:
SmartPros: Self Study Video Seminars
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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 SheetMaster Catalog • Outline of all available SmartPros
courses Accountant CPE Card• Instructions for CPA to register after
the presentation and their receive self study
SmartPros: Self Study Video Seminars
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Planning your SmartPros Seminar:
List of Course TopicsVideo • Actual course videos• 7 courses have an option for you to
present the course live with PPT Materials• All course specific presentation materials
including handouts, speaker notes etc.
SmartPros: Self Study Video Seminars
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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 certificatesof completion
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 Materialswww.smartpros.com/adpsupport
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ADP Live Seminars
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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.
ADP Live Seminar Materials
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Detailed Instructions Customized Invitation
ADP Live Seminar Materials
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Sign in Sheet
After event Sign in Sheet is emailed to ADPSUPPORT@SMARTPROS.COM or faxed to (866) 498-8611
ADP Live Seminar Materials
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Thank You with Instructions to Download CPE Certificate
ADP Live Seminar Materials
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PowerPoint Slides with Presentation and Speaker Notes
ADP Group Live Courses
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Group Live OFFERINGS 13 Seminars: SBS and Beyond Payroll Mix
SBSfacilitated by SBS Sales Associate
Intro to Selling Skills 2.5 credits
Managing and Motivating Generation Y 2 credits
Understanding Body Language 2 credits
Payroll 101 1.5 credits
State Unemployment Insurance: The Only Controllable Employer Tax 1 credit
TotalSource facilitated by ADP TS Associate
Professional Employer Organization Overview 1 credit
Candidate Screening 1 credit
Employment Law Basics 1 credit
Retirement Services facilitated by ADP Retirement Services expert
Retirement Plans for Today’s Small Businesses 2 credits
Retirement Plans for Today’s Small Businesses; The 401(k) Roth Option 2 credits
Workers Compfacilitated by ADP Insurance Services Expert
Workers’ Compensation Insurance 1 credit
Major Accountsfacilitated by ADP Major Accounts Associate
From Personnel Manager to Chief Human Capital Officer: The Transition to Strategic HR 1 credit
Thriving in This Economy 1 credit
What’s New and Improved?
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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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