ERPCA 26 · Minutes of Meetings Plan A Meeting, Write The Minutes, Follow Up The Action Items

How your firm runs meetings in ERPCA (Work - MoM): the Overview, scheduling a meeting from an agenda template, the meetings list, writing the minutes of a held meeting, turning decisions into action items, following them up, the calendar and agenda templates. Recorded on demo data; nothing was saved or sent. Chapters 0:00 Introduction 0:29 Schedule a meeting 1:10 Meetings 1:25 Minutes and action items 1:58 Action items 2:14 Calendar and templates 2:32 What's next Next in the series: Narrated by an AI voice made from the presenter's own voice. ERPCA, ERPCA tutorial, minutes of meeting software, MoM, action items, CA practice management, CA firm software