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Self-Study CPE
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MANAGING STRESS & CONFLICT: A GUIDE FOR FINANCIAL PROS IN TOUGH SITUATIONS
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3 HABITS TO BOOST PRODUCTIVITY WHILE DECREASING STRESS AND ANXIETY
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HOW TO PROMOTE POSITIVE MENTAL HEALTH & RESILIENCE DURING CHALLENGING TIMES
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FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
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USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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CONFUSION TO CONNECTION: EFFECTIVE COMMUNICATION STRATEGIES FOR ACCOUNTANTS
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MAKING YOUR RESOLUTIONS WORK
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UNLOCK THE POWER OF SLEEP: 12 ESSENTIAL STEPS FOR IMPROVED REST & REJUVENATION
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THOUGHT LEADERSHIP: HOW TO POSITION YOURSELF FOR SUCCESS
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SID KESS'S KEYS TO ACHIEVING A FULL PERSONAL AND PROFESSIONAL LIFE
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EMPOWERING HISPANIC BUSINESS OWNERS: A CHECK-IN WITH VANESSA VASQUEZ
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DON'T TREAT BURNOUT AS A BADGE OF HONOR
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SID KESS: A LEGEND & HIS LEGACY IN THE ACCOUNTING PROFESSION
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MENTAL HEALTH MASH-UP: BEATING BURNOUT
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FIVE WAYS TO DECREASE STRESS DURING TAX SEASON: INTRO AND Q&A WITH SID KESS
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DEVELOPING YOUR TEAM LEADER SKILLS
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NEGOTIATING AND OVERCOMING OBJECTIONS
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MASTERING MENTAL TOUGHNESS: ELITE STRATEGIES FOR SUCCESS AND RESILIENCE
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MULTILINGUAL SKILLS, EXCEL & FINANCIAL ADVISING MASTERY
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TAX LAW AND SOCIAL JUSTICE
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HOW TO SUCCEED AS A FIRST TIME MANAGER
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PRACTICAL FINANCIAL NEGOTIATION TIPS
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NURTURING YOUR SOUL
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NAVIGATING PROFESSIONAL AND PERSONAL GROWTH WITH LEO FLOWERS
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UNLEASHING EQ IN ACCOUNTING: LEADERSHIP & WELL-BEING MASTERY
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WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS
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Self study cpe
Trusted Advisors and Mental Health Concerns: Making the Case for Change

TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateSeptember 15, 2023
Date OfferedSeptember 15, 2023
Expiration DateSeptember 15, 2024
Series: Mental Health
Course Description

Lawyers and financial advisors are in the Top 11 professionals with the highest suicide rates. They also have unusually high rates of depression, anxiety, and substance use. High-stress levels, inadequate work-life balance, and high pressure to perform, all impact people’s ability to find their own sense of well-being, regulate sleep, emotions, and relationships. What steps can professional advisory firms take to identify and redress potential problems to help those involved and the firms thrive?

This program will discuss critical issues affecting many professional practice firms and endeavor to provide action steps to address them.

Learning Objectives: 


  • List the pros and cons of how personality traits influence the choice of profession, stress management, and mental health outcomes

  • Recognize why mental health issues are important to your practice 

  • Identify and overcome barriers to getting help

  • Propose actionable items that can be implemented immediately to help you and your colleagues



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Handout Materials
Presentation Slides
Additional Materials
Glossary
1000 Lives, 1000 Families
Review Questions
Review Questions
QUESTION 1: 0:08:12 minutes
QUESTION 2: 0:09:03 minutes
QUESTION 3: 0:27:59 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Martin Shenkman

Shenkman Law
Dual Practitioner, Financial Planner
shenkman@shenkmanlaw.com
(201) 845-8400

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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City, New York, with Shenkman Law. His practice focuses on estate and tax planning as well as planning for closely-held businesses and estate administration. Throughout his career, Mr. Shenkman received awards and acknowledgments from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, an MBA from the University of Michigan, a law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington D.C.

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Amanda Koplin LPC

Koplin Consulting
Founder & CEO - Licensed Professional Counselor
amanda@koplinconsulting.com

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Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic and sold it in 2016 to create Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life.

She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact
 

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CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

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About Our Presenter

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Shenkman Law is a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. They provide creative legal solutions to help clients meet complex or seemingly contradictory personal, business, financial, and tax goals, and pride themselves on treating clients with thoughtful care—just like members of our own families.