Brand and Culture

CPE Available

Designed for accounting and finance professionals to help grow and succeed in business. This course focuses on the importance of creating a recognizable brand. In addition, this course explores how your personal and company “why” helps to establish your brand and attract your ideal client. This course also discusses the importance of company culture, setting expectations, and employee accountability for success.

Major Topics Covered

  • How to craft a recognizable brand to help stand out from the crowd.

  • How identifying your personal “why” helps to determine your brand promise.

  • Understanding the difference between brand a culture.

  • How to establish accountability and adherence to company culture.

Learning Objectives

  • List how a company brand is important for creating a successful business.

  • Describe what a company brand is.

  • Differentiate between brand and culture.

  • Identify the most important aspect of establishing company culture.

  • Instructional Delivery Method

    Self-Study (On-Demand Video Training)

  • Field of Study

    Practice Management

  • Program Knowledge Level


  • Prerequisites


  • CPE Hours

    1.0 CPE

Meet Tom Wheelwright

CPA, Entrepreneur, Best Selling Author, Rich Dad Advisor® & International Authority on Tax

Tom Wheelwright, CPA is the visionary and best-selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.

Tom is a regular commentator in the field of taxes and contributes regularly to major professional journals and online resources. Tom’s work has been featured in hundreds of media, including Forbes, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman News. 

Tom is a global speaker on tax and wealth strategies for small businesses and investors. Since 2011, Wheelwright has been a keynote speaker at Rich Dad conferences worldwide on six continents (Africa, Asia, Australia, Europe, North America, and South America) with Robert Kiyosaki (Author, “Rich Dad Poor Dad”). 

 In 2017, interest in Tom’s approach to tax reduction and wealth-building became so great that Tom needed more than 1 CPA firm to properly serve each client. 

Tom created an education company:  WealthAbility® with the mission to educate more entrepreneurs and investors than ever before.  To service those customers, Tom premiered the WealthAbility® Network of tax professionals trained and certified in Tom’s concepts and practices. 

Course Curriculum

  • 1

    Brand and Culture

    • Brand and Culture

    • Brand and Culture - Part 1

    • Engagement & Review Question #1 (Required for CPE)

    • Brand and Culture - Part 2

    • Brand and Culture - Part 3

    • Engagement & Review Question #2 & #3 (Required for CPE)

    • Brand and Culture - Part 4

    • Final Assessment (Required for CPE)

Brand and Culture

Build a brand and company culture to attract and serve your ideal client