Six Sigma

Six Sigma

Session Description

This webinar will introduce participants to how CPA firms are using the world-class process improvement tools of Lean and Six Sigma to improve their processes and profitability– and ultimately add more value to client relationships – by removing waste and inefficiencies in their processes.  Through an introduction to Lean concepts and tools, along with examples from Audit, Tax and Client Accounting Service processes, participants will understand that the key to effective processes is not just based on technology.  Rather, it involves a unique understanding of defining value in your process.  Get back to the basics – your process – and get results.  In today’s economy, you must be able to do more with the resources you have.

If you can answer yes to some of these questions, lean process improvement strategies are applicable to your firm and your process teams:

  • Do you have a bunch of work in process but nothing seems to be getting done and ultimately doesn’t get fully billed?
  • Are there unnecessary work loops and “churning” in your processes?
  • Does client work routinely back up at certain steps in the process?
  • Are there inconsistencies in the process between people?

Do you have partners spending excessive time in the minute details and not enough time on higher-level, value-added services?

At the completion of this session the team member will:

  • 5 steps in the powerful Lean Six Sigma Process Improvement Model.
  • 9 Categories of “Waste” in processes and how to eliminate.
  • 3 Lean Improvement Strategies universally applicable to process performance.
  • Ways to create higher realization – and drop more dollars to the bottom line!
  • How to create a “project manager” mentality and build quality into lower levels of the firm.
  • Why it’s easier to retain top talent with better processes. Who wants to work in ineffective processes/firms?

Who should attend? Anyone

Presenters: Dustin Hostetler

Prerequisite:  None

Program Length: 1 hours

CPE awarded: 1 hours other


About the Presenter

Dustin Hostetler is a Lean Six Sigma Master Black Belt and the founder and Principal of Flowtivity, LLC.  He is a nationally recognized speaker and pioneer in applying the Lean and Six Sigma concepts to public accounting firms.  He works with CPA firms to embrace Lean Six Sigma as an organization-wide initiative; to improve client service, improve client retention, set the foundation for growth and build the bottom line.  Dustin has also applied his talents in process improvement initiatives to manufacturing businesses, other professional service organizations and retail and food service operations.

Beyond lean implementations, Dustin also facilitates dozens of trainings each year in the lean and six sigma principles, notably CPE workshops for public accounting firms as well as the industry leading Lean Six Sigma CPA Green Belt certification program in conjunction with The Ohio State University.

Dustin has a BSBA in Finance from The Ohio State University and earned both his Lean Six Sigma Black Belt and Master Black Belt certifications from Kent State University.


The cost per webinar is $20 per certificate.  Email for Registration.