Maintenance Alert: Course purchases may experience intermittent availability between October 10-12. Thank you for your patience.
Skip to main content
Live Webinars

Own Your Workday: Mastering Focus, Priorities, and Productivity

2 CPE Credits $75.50/credit hour Tuesday, August 24, 2027 · 9:00am PT / 12:00pm ET
☆ ☆ ☆ ☆ ☆ (No Ratings Yet)
Tax and accounting professionals often manage multiple deadlines, client requests, internal reviews, meetings, email, and shifting priorities at the same time. When every request feels urgent, the workday can become reactive, fragmented, and harder to control. This two-hour webinar introduces intentional time management as a practical skill for making better choices about priorities, attention, energy, and follow-through.

Participants will learn strategies for distinguishing urgent work from important work, converting broad responsibilities into specific next actions, using calendars and task lists more deliberately, reducing avoidable interruptions, and creating routines that support focused execution.

Topics Covered

  • Why time management is really a choice-making and attention-management skill
  • Common productivity drains in technical work, including unclear priorities, overcommitment, interruptions, and task switching
  • How to distinguish important work from urgent work using a simple priority framework
  • How to convert broad responsibilities into visible next actions
  • How to use calendar blocking, task batching, and realistic planning to protect focus
  • How to manage email, messages, meetings, and interruptions with more intention
  • How to build small routines that support follow-through, recovery, and sustainable performance

Learning Objectives

  • Identify common time management challenges that affect focus, prioritization, and workload control in tax and accounting work
  • Recognize practical methods for distinguishing important work from urgent demands and converting priorities into realistic next actions
  • Apply time, attention, and energy management strategies to reduce reactivity, protect focus, and improve follow-through
  • Use calendar blocking, task batching, and realistic planning techniques to organize priorities and create space for focused work
  • Select practical approaches for managing email, meetings, interruptions, and competing requests more intentionally

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Personal Development (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Dory Bertsche

Dory Bertsche is a seasoned facilitator and executive coach with more than 30 years of experience helping professionals communicate with clarity, confidence, and strategic intent. She brings deep expertise in business writing, logical structuring, storytelling, presence, sales, and critical thinking, enabling clients to elevate their influence and drive meaningful results.
Known for her sharp thinking and pragmatic approach, Dory helps individuals and teams craft compelling messages, deliver them with credibility and authenticity, and tailor their communications to specific business objectives, from winning support for ideas to navigating complex stakeholder environments.

As a former Communications Specialist at McKinsey & Company, Dory guided high-stakes communications, structuring complex information for impact and equipping professionals to lead conversations, shape decisions, and move ideas forward in fast-paced, high-pressure contexts.

She has coached leaders across professional services, financial services, healthcare and life sciences, technology and media, energy, and the public sector.
$151.00 / 2 CPE
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
CCH CPELink Chat - Support
By using our chat feature, you agree that your conversation may be recorded by Wolters Kluwer and agree to our Privacy Policy.