WAATP Signature Monthly Meeting - Time Management - Part 2 of a Series on Practice Management Webinar

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, December 10, 2024 Webinar

Event schedule: 

• Beginning of Webinar: 10:00 am
• Time Management - Part 2 of a Series on Practice Management Webinar : 10:00 am - 12:00 pm

Speaker: Robert McKinley, CPA

Robert P. McKinley, CPA, is a seasoned accounting professional dedicated to providing top-tier financial services. His Spokane-based firm is built on three core principles: professionalism, responsiveness, and quality.

With decades of experience, Robert offers tailored solutions to individuals, businesses, and organizations, combining expert insights with close personal attention. His team’s responsive approach ensures fast, accurate service, earning trust and referrals from satisfied clients.

Committed to continuous learning and excellence, Robert and his firm provide actionable financial advice that empowers clients to make smart decisions. Whether you need tax planning or business consulting, Robert’s firm delivers trusted, high-quality service every step of the way.

CPE Credits: TBD 

Course Description:  

 Join us for Part Two of our Practice Management Series, focusing on time management strategies to help you take control of your day and boost productivity. This session will provide actionable insights on identifying priorities, creating realistic schedules, and tackling large projects effectively. Whether you're an early-career professional or a seasoned expert, this class equips you with practical tools to make the most of your time and enhance work-life balance.

Learning Objectives:

By the end of this course, participants will be able to:

• Identify and focus on top priorities to maximize productivity.
• Develop and communicate a realistic, manageable schedule.
• Create effective to-do lists that align with their goals.
• Learn strategies to break down and conquer large, overwhelming projects.

Key Topics:

• Prioritization Strategies:

  • Identifying high-value tasks vs. low-priority distractions
  • Using tools like the Eisenhower Matrix or ABC prioritization

• Realistic Scheduling:

  • Time-blocking techniques for effective planning
  • Communicating availability and boundaries

• Building an Effective To-Do List:

  • Creating actionable tasks with clear outcomes
  • Managing daily workloads without overwhelm

• Overcoming Procrastination & Large Projects:

  • Breaking down big tasks into manageable steps
  • Using frameworks like SMART goals and the Pomodoro technique

• Managing Interruptions and Distractions:

  • Strategies to stay focused in a busy work environment
  • Handling unexpected demands without derailing progress

• Work-Life Balance Techniques:

  • Setting boundaries between work and personal time
  • Tools for reducing stress and preventing burnout

• Evaluating and Adjusting Your Plan:

  • Tracking progress and making adjustments
  • Reviewing what works and refining your system

If you would like to ask questions ahead of time please send them to [email protected] 

WAATP members, $0 

Non-members, $20 

Join WAATP today to receive a discount. 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS