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Mason + Rich


Class
Nick Fischerman
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Master the key policies, benefits, and professional growth opportunities at Mason + Rich PA to thrive in your career.

This comprehensive course guides you through the essential policies and practices at Mason + Rich PA. Over ten modules, you will gain a deep understanding of the firm's employment policies, including time management, attendance, benefits, and compensation. You'll explore professional development opportunities, licensing requirements, and the importance of maintaining confidentiality and ethics. Designed for new team members, this course aims to empower you with the knowledge and skills necessary to contribute effectively to the firm's success while ensuring personal growth and satisfaction in your role.

Here is the class outline:

1. Introduction to Mason + Rich

Welcome to Mason + Rich PA! This module introduces you to the firm, its mission, and the importance of each team member's contribution. Learn about the firm's reputation and how your role influences it.

Welcome to Mason + Rich
Firm's Reputation and Your Contribution
Your Role and Impact
Quiz

2. Understanding Firm Policies and Practices

Dive into the essential employment policies at Mason + Rich PA, including employment categories, background checks, and equal employment opportunities. Gain a comprehensive understanding of your rights and responsibilities.

Understanding Employment Policies
Equal Employment Opportunities
Your Rights and Responsibilities
Quiz

3. Mastering Time Management and Attendance

Learn about the firm's timekeeping and attendance policies. Discover how to effectively manage your time and understand flexible scheduling options to ensure compliance and efficiency.

Timekeeping and Attendance Policies
Managing Your Schedule
Ensuring Compliance and Efficiency
Quiz

4. Benefits and Compensation Overview

Explore the benefits offered by Mason + Rich, including health insurance, retirement plans, and the incentive compensation plan. Understand how these contribute to your overall compensation package.

Overview of Health and Retirement Plans
Incentive Compensation Plan
Maximizing Your Benefits
Quiz

5. Professional Development and Licensing

Explore opportunities for continuing education, licensing requirements, and professional growth within Mason + Rich. Learn how to maintain and enhance your professional skills.

Continuing Education Opportunities
Licensing Requirements
Professional Growth Pathways
Quiz

6. Maintaining Confidentiality and Ethics

Understand the significance of maintaining confidentiality of firm and client information. Learn about the ethical standards expected from all team members at Mason + Rich.

Importance of Confidentiality
Upholding Ethical Standards
Practical Scenarios and Ethical Dilemmas
Quiz

7. Effective Communication and Client Relations

Develop skills for maintaining professional communications with clients and colleagues. Learn best practices for responding to inquiries and managing client relationships effectively.

Professional Communication Skills
Managing Client Relationships
Responding to Inquiries
Quiz

8. Navigating Workplace Challenges

Address common workplace challenges such as conflict resolution, stress management, and adapting to change. Learn strategies to overcome these challenges and thrive in your role.

Conflict Resolution Strategies
Stress Management Techniques
Adapting to Workplace Changes
Quiz

9. Collaboration and Teamwork at Mason + Rich

Understand the importance of collaboration and teamwork in achieving firm goals. Learn about the firm's committee structures and how you can contribute to team success.

The Value of Teamwork
Committee Structures and Involvement
Contributing to Team Success
Quiz

10. Course Summary and Next Steps

Summarize the key learnings from the modules. Explore the next steps in your career journey at Mason + Rich and how to apply what you've learned to maximize your impact.

Key Learnings Recap
Career Development Next Steps
Maximizing Your Impact
Quiz
Glossary
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