ADP’s CPE Program

ADP PROPRIETARY & CONFIDENTIAL - FOR INTERNAL USE ONLY

Agenda

What is CPE?

Why Do CPE Seminars?

ADP CPE Offerings

Lunch & Learn Videos

ADP Live Seminars

CPE Webinars

Preparing and Delivering CPE Seminars

***One Source Access for all CPE Material***

2

What is CPE?

Continuing

Professional

Education

CPAs are accountants who achieve special certified status by

meeting advanced

educational and professional standards

CPAs must maintain this status each year by earning a set

amount of Continuing Professional Education (CPE) credits

CPE credit requirements vary from state to state. For

requirements by state visit: www.CPEMARKET.com

ADP is a CPE accredited institution and

offers FREE courses for your CPAs in

flexible and convenient delivery formats

3

The National Board of Accountancy requires 120 Credit Hours every 3 years. Each state specifies requirements within those credits.

Check out your state’s requirements at

Why Do CPE Seminars?

CPE Seminars Are Win/Win

Opportunities for Your CPAs & for You!

4

CPAs WIN: You WIN:

CPE Seminars are a proven best practice among top CPA reps

On average CPAs must earn 40 CPE credits/yr. ADP offers CPE credits for FREE! * Significant cost savings to the firm.ADP makes this program convenient by

coming on site to the firm location. ADP offers a wide variety of topics to

choose from

Seminars can expand your presence in a firm providing you access to the staff Increases your credibility and trust with

your CPAsProvides an opportunity to facilitate

conversations that can generate referrals

6

Let’s look at how to leverage ADP’s CPE offerings to bring value to your accountants, build strong relationships, and gain referrals.

ADP CPE Offerings

13 course topics available, awards group-live credits for your CPAs

Presented by you or an ADP business partner expert

Number of CPE credits determined by training duration

50 minute presentation = 1 CPE credit (courses range from 1 to 2.5 credits)

25 Lunch and Learn Video Courses: 2 CPE credits each

These 25 courses are considered self-study credits: this means that while the video and workbook materials are presented live by you, the CPAs must print their own CPE Certificates after taking a 10-question online posttest via the accountant portal

Note: Some states have credit limits for self-study, ie. NJ allows for only 1 credit for each topic. CPAs should know their state requirements, or you can direct them to www.cpemarket.com for details.

ADP Group Live In-house expertise

SmartPros Third-party expertise

7

ADP CPE Offerings

Periodically ADP offers FREE CPE webinars providing relevant and timely topics based on an ever changing tax and accounting environment.

You simply invite your CPAs to attend. They register in advance of the course by accessing the website you provide.

CPE Webinars

8

9

Introducing NEW One Stop Shop for CPE

Access everything you need to facilitate a CPE Program at your fingertips!

www.smartpros.com/adpsupport

How do I deliver CPE? SmartPros Interactive Videos

10

Access Videos and Materials from CPE Centerwww.smartpros.com/adpsupport

11

Select the Video Lunch & Learn Programs

Choose to watch the video online or download the video to your laptop prior to event.

Print Materials and CPE Card for each CPA

Note: high speed internet is required to view online

SmartPros: Self Study Video Seminars

12

Planning your SmartPros Seminar:

Program Overview Documents (these 4 docs apply to all courses)

Program Checklist • A step by step list of everything you

need to do to prepare & present any SmartPros course

Program FAQ SheetMaster Catalog • Outline of all available SmartPros

courses Accountant CPE Card• Instructions for CPA to register after

the presentation and their receive self study

SmartPros: Self Study Video Seminars

13

SmartPros Video You don’t have to be an expert to provide value. This format allows non-experts to present technical topics to CPAs.

Series of current technical and management topics designed to help CPAs grow and manage their practice

Great to present over breakfast or lunch

After showing the video, you provide CPAs with Program Reference Material including directions to log on to (www.accountant.adp.com) to take a 10-question posttest, and print their certificatesof completion

CPE Presentation Flow

Introduction ~ Review of Agenda

Show Video or Review PowerPoint

Review Discussion Questions

Review Reference Material & CPE Card

Complete Course

www.accountant.adp.com

Take the quiz & print certificate

How do I deliver CPE?Group Live

15

Download ADP Live Seminar Materialswww.smartpros.com/adpsupport

16

ADP Live Seminars

17

Create your event and within 48 hours receive back your customized package. All materials will have a unique event code that the CPAs will need to download their certificate after the seminar.

ADP Live Seminar Materials

18

Detailed Instructions Customized Invitation

ADP Live Seminar Materials

19

Sign in Sheet

After event Sign in Sheet is emailed to ADPSUPPORT@SMARTPROS.COM or faxed to (866) 498-8611

ADP Live Seminar Materials

20

Thank You with Instructions to Download CPE Certificate

ADP Live Seminar Materials

21

PowerPoint Slides with Presentation and Speaker Notes

ADP Group Live Courses

22

Group Live OFFERINGS 13 Seminars: SBS and Beyond Payroll Mix

SBSfacilitated by SBS Sales Associate

Intro to Selling Skills 2.5 credits

Managing and Motivating Generation Y 2 credits

Understanding Body Language 2 credits

Payroll 101 1.5 credits

Professional Presentation Skills 2 credits

State Unemployment Insurance: The Only Controllable Employer Tax 1 credit

TotalSource facilitated by ADP TS Associate

Professional Employer Organization Overview 1 credit

Candidate Screening 1 credit

Retirement Services facilitated by ADP Retirement Services expert

Retirement Plans for Today’s Small Businesses 2 credits

Retirement Plans for Today’s Small Businesses; The 401(k) Roth Option 2 credits

Workers Compfacilitated by ADP Insurance Services Expert

Workers’ Compensation Insurance 1 credit

Major Accountsfacilitated by ADP Major Accounts Associate

Thriving in This Economy with Strategic HR 2 credit

ADP Healthfacilitated by ADP Pay Health Associate

Health Care Reform Update 2 credits

What’s New and Improved?

14

Delivering CPE to your Firms

One source to get all of your materials www.smartpros.com/adpsupport

Customized event materials

Improves ADP’s compliance with CPE certification with better tracking

Makes delivering CPE streamlined and efficient so you can concentrate on hosting a successful event to generate referrals from these seminars.