OneNote has been a go-to note-taking app for Windows users. You can improve your productivity by adding some templates that will allow you to plan, take notes, and effectively schedule meetings. In ...

Starting with a blank slate in Microsoft Word can be challenging at times, especially when you need to navigate through ...

Read any book on running effective meetings and, chances are, one of the first recommendations is going to be to set an agenda. Managers are often led to believe that having a written plan is the key ...

Mastering the art of setting a meeting agenda is a critical skill that can dramatically improve the efficiency and outcome of your meetings, particularly in high-stakes environments where time is ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...