Webinar Details
Course Description

It's that time of year when businesses and individuals alike set their goals for the upcoming year. The SMART acronym is helpful for setting goals but insufficient for achieving them. You need two types of goals to boost your chances of success. Outcome goals focus on the results you want to attain. Process goals identify the action steps required to accomplish those desired outcomes. This session explores the essence of both types of goals, along with practical examples and tips for the execution of your goals.

Learning Objectives
  • Recognize the two primary types of goals
  • Identify the difference between outcome goals and process goals
  • Discover how both types of goals are necessary to achieve your goals
  • Discover practical examples and tips for the execution of your goals
Prerequisites
  • None required.
Who Should Attend

CPAs, accountants, and bookkeepers seeking to proactively offer innovative solutions to their clients. 

Advanced Preparation

None required.

Presenter Details
  • Camden Bean

    Camden partners with accounting firms to offer their clients a game-changing expense management platform that will transform how their clients spends money. 


  • Chad Waite
    • Sr. Partnership Marketing Manager
    • Divvy

    Chad finds joy in creating content and planning events that resonate with Divvy's customers (and future customers!). As a Senior Partnership Marketing Manager, Chad helps highlight how sometimes, the path less traveled is actually less risky than sticking to the well-worn trail. In this way, he encourages others to try something new!


  • Jon Lokhorst, CPA
    • Executive Leadership Coach, Lokhorst Consulting
    • Divvy

    Jon Lokhorst, CPA, ACC, is a leadership coach and consultant. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader.

    Listen in to Jon's recent webinar sponsored by Divvy: The Two Types of Goals You Need to be Successful in 2021

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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 submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, March 4, 2021

1:00 PM EST (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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