CeriFi CPEdge

Course Detail

Meetings that Matter   Updated

CATEGORY: Personal Development
COURSE ID: CLMEET, VERSION 8.00
(317)
  Online & Mobile
1 CPE Credits
Level: Basic

Meetings are a necessary part of firm life, but they do not always add value. This course helps professionals decide when a meeting is truly necessary, what makes it worthwhile, and how to recognize when another format such as a written update or workflow tool may be more efficient. Learners will explore the six core elements of effective meetings, strategies for engaging participants, and approaches for handling common challenges like disengaged attendees, backup participants, or difficult behaviors. The course also examines how evolving habits and new technologies such as huddles, secure portals, and AI tools are reshaping the way firms plan, run, and document meetings.

By applying these practices, professionals can reduce wasted time, improve collaboration, and ensure that meetings drive real outcomes..

Add to Cart         Preview
/

Accreditation Information

Learning objectives

Course outline

Requirements