Tailored CPE for Enhanced Performance
Galasso Learning Solutions offers custom CPE focused on engaging learner experience and improved performance outcomes.
We take pride in crafting experiences tailored to your unique needs. Utilizing a personalized needs assessment and the latest in instructional design theory, our courses are developed for adult learners, ensuring relevance and engagement.
Your Trusted Resource for Custom CPE
WHY GALASSO LEARNING SOLUTIONS?
Custom training with Galasso Learning Solutions is a great way to ensure that your team possesses the knowledge required for heightened productivity and reduced risk in the dynamic landscape of CPA regulations, standards, and compliance requirements.
Custom Training Solutions To Meet Your Needs
We provide custom continuing professional education based on the needs of your firm, using our unique needs assessment process to partner with our clients in a way that exceeds expectations. We work with you to assess your company’s individual needs and ensure that the topics presented meet your professional development objectives.
Engaging, Learner-Focused Experience
Always Up-To-Date Information & Content
We customize our training using the latest in adult learning theory and our unique needs assessments process to provide the right mix of learning experiences for each of the clients we partner with. This means that our courses are designed for adult learners and the topics we cover are customized to the needs of your team.
Exactly what you need (and nothing you don’t)
THE CUSTOM GLS PROCESS
Driving Better Learning Outcomes
1. ASSESS
GLS will assist in developing a needs assessment to identify the topics that will most benefit your organization. An existing assessment can also be used if previously performed.
2. DRAFT
GLS will draft a Statement of Work which includes an outline of the topics with a general description of an estimated time for each topic. This will be sent to you for approval.
3. CREATE
Based on the approved Statement of Work, GLS will create a custom course using the latest guidance and the right mix of learning methodologies to maximize learning and retention.
4. DELIVER
GLS will deliver that course on-site or as a live webinar (based upon client needs). The course will be engaging and interactive, with opportunities to apply knowledge learned.
5. EVALUATE
Beyond the standard evaluations completed by attendees, a second touch point occurs one month later to assess your organization’s level of implementation and perceived ROI.
4. DELIVER
GLS will deliver that course on-site or as a live webinar (based upon client needs). The course will be engaging and interactive, with opportunities to apply knowledge learned.
5. EVALUATE
Beyond the standard evaluations completed by attendees, a second touch point occurs one month later to assess your organization’s level of implementation and perceived ROI.
Start the process for Your Own Custom CPE Training
Your Go-to Resource for Engaging CPE
Testimonials
“Melisa Galasso and her team did a wonderful job on our training. They worked with us ahead of time to customize the training to our software and even narrowed it down to a specific Single Audit federal program that we utilize a lot in our audits. Melisa’s expertise was not only obvious, but she was able to do a good job of explaining it at a level that new staff would be able to follow and experienced staff were also staying engaged. This was by far the best Yellow Book training I have had in many years, if ever.”
Angela Murdo, CPA
Principal
Pinion
“Melisa is, by far, our favorite CPE presenter. She presents necessary information in a way that is down to earth, practical, and up to date. She is very patient with questions, and we absolutely loved customizing the CPE to only include updates and standards that are relevant to the clients our firm serves. “
Jenna Manster, CPA
Principal
KWC Certified Public Accountants
“Training with GLS is always a great experience, very interactive, and targeted to our needs. Melisa does an excellent job of tailoring to our specific learning needs and focal points, and is always willing to answer questions or explain deeper when needed. That’s why we continue to have her back year after year after year (and have already booked for next year)!
Our folks look forward to Melisa’s Yellow Book training every year.”
Sue Talkington, CPA, CFE, MAFF, CFF
Member
Landmark CPAs
Galasso Learning Solutions offers a variety of high-quality, on-site and webinar-based CPE solutions.
Training programs are tailored specifically to meet the needs of the firms, companies, not-for-profits, and governments who hire us. Let us create your perfect CPE solution so your team thrives in today’s ever-evolving industry.
Empowering CPE Success
Custom Training FAQs
What is custom training?
Custom training with Galasso Learning Solutions begins with a needs assessment. Based on this discussion, course material can be customized to account for a firm’s client base, previous training activities, staff level of experience, and even the size of the audience.
A custom training should build on the audience’s existing skillset in a way that helps the firm to reduce risk and increase efficiency. Custom training is up-to-date with the latest activity of key standard setters and is typically more engaging.
Finally, custom training lets you be creative. We will help you to structure the training in a way that maximizes your return on investment. In the past our client firms have:
- Invited a subset of their clients to all or a portion of the training
- Supplemented onsite training with a pre or post-event webinar
- Used a proctored rebroadcast to bring ensure newer staff understood the fundamentals before attending live training on more advanced topics
- Partnered with other smaller regional firms to share costs
We are proud that 90% of our clients return for multiple training sessions. We believe that in developing relationships with our firms and continuing to provide relevant information between sessions through our monthly newsletters as well as periodic check-ins.
How and when can I book a custom training event for my firm?
Custom training dates fill up fast! We recommend booking at least 6 months in advance. Contact us below with your training needs and timeframe and we will get back to you ASAP.
What should I expect to invest for custom training?
At GLS, we believe in the power of ongoing, valuable training that resonates with those in the room (virtual or in-person). For this reason, none of our trainings come out of a box. Instead, each program is developed custom for the organization. The rate of investment is calculated based on the number of training hours and level of customization. Want to find out what your training will cost? Schedule your free consultation.
Nothing is more expensive than inappropriate, outdated, or unengaging CPE. The opportunity cost alone of pulling team members away from billable work is considerable and you need to make it count!
What is the process for creating custom CPE?
Do you offer CPE options to complement custom training?
GLS also offers proctored rebroadcasts. These prerecorded training events are typically used as prerequisites to assist staff who may need an introduction to topics before they can be ready for an update-level course.
They also allow firms working with a limited training budget who are not ready for full custom training to still benefit from up-to-date prerecorded content.
We can schedule the webinar for just your firm at the time most convenient. Proctored rebroadcasts include timely responses to attendee questions. Proctored rebroadcasts are charged on a per-person basis.
Does GLS offer consulting services or quality reviews?
Yes. GLS recognizes that high-quality CPE is an important step for CPA firms to deliver excellent service to their clients, but given the pace of change in our industry, CPE is not the end of the line. Consultative services from GLS are a great next step for firms as they implement challenging standards. Many of our long-standing clients view us not only as a periodic provider of engaging CPE but also as a valuable technical resource to assist with challenging questions, to support quality control, and to address issues found during peer review. Consultative services are designed to support the maintenance of efficient processes to reduce risk and make your teams more productive.
GLS only provides consulting and quality control offerings to our current training clients to continue to build the client relationship.
