Skip to content
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • Engage 365 Communities
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • What It Takes for a CFO to Lead Operations and Tech
    • Rise2040: A human-led profession built on trust
    • Using Excel to identify financial statement red flags

  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • Tax Court allows cattle ranch deductions
    • Tax Court upholds passport notice certification
    • How leading tax firms actually make advisory work
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • ENGAGE takeaways: 7 principles to improve CPA firm profitability
    • Student enrollment in accounting continues to rise
    • ENGAGE keynote: The thinking behind Costco’s hot dog special
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC shares 3 goals in proposed 2026–2030 strategic plan
    • SEC proposes recission of climate disclosure rules
    • SEC proposes semiannual reporting option for public companies
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • How to monitor a firm’s system of quality management
    • AICPA guides peer reviewers to address SOC 2 risks
    • Proposed new sustainability information AT-C sections
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • What It Takes for a CFO to Lead Operations and Tech
    • Optimism mixed among US finance leaders
    • AI for CPAs: From efficiency tool to decision engine
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

How to spend less time in meetings

Use these six tips to make meetings more effective.

By Dawn Wotapka
October 28, 2019

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

September 30, 2019

When you and your boss don’t get along

September 16, 2019

Supporting the introverts in your workplace

September 3, 2019

8 tips for making the most of business meals

TOPICS

  • Professional Development
    • Communication

If back-to-back meetings don’t define your workday, consider yourself lucky.

This year alone, professionals worldwide are expected to spend 24 billion hours in unproductive meetings, costing more than $540 billion worth of resources, according to the Doodle State of Meetings Report 2019, which examined 19 million meetings arranged through the scheduling platform. 

“My favorite line from a past client was: ‘I am headed to a meeting to discuss the need for another meeting,'” said David Almonte, CPA, CGMA, an audit manager with DiSanto, Priest & Co. in Warwick, R.I. and an AICPA Leadership Academy alumnus. “Organizations need to take back control and change the definition of what a meeting is.”

Here’s what can be done:

Determine the need. First, decide why a meeting is being held. Common reasons include problem-solving, decision-making, planning, presenting, or gathering feedback, said Robert Morlot, managing partner of Clearwater Business Advisers, a business consulting firm in Tampa, Fla.

“Each type serves a different purpose and outcome,” he said. “If you cannot identify which type of meeting you are holding, it will inevitably fail to produce the productive result you intended.”

If the task at hand is relatively simple, ask whether a conference call, a video call via a platform like Zoom, or communicating via messaging tools such as Slack or even email can get the job done instead. Email is best for status-reporting, said Melissa Gratias, Ph.D., founder of Progress Not Perfection LLC and a productivity specialist in Savannah, Ga. “Avoid roundtable meetings where the only purpose is to keep everybody in the loop,” she suggested.

Advertisement

Make a schedule. It may seem obvious, but meetings require planning. A meeting leader should establish a detailed agenda and distribute it in advance, said Almonte, who estimates he spends as many as 10 hours per week in meetings. “Never run a meeting unprepared” or your meeting may be disorganized or unproductive, Almonte said.

During the meeting, be sure to stick to the outline, regardless of how the conversation flows. “Other topics of importance that arise should be flagged for future discussion,” said Jeffrey Deckman, business author and founder of Capability Accelerators, a leadership development firm based in West Warwick, R.I.

Pare the invite list. Limit the attendance list to people who need to be there. According to Doodle, one-third of professionals reported being unable to contribute to most of their meetings. That’s why it’s important to make sure the right people are in the meeting, said Deckman.  That includes topic presenters, subject matter experts, those actively involved in the topic at hand, and those who will be directly affected by any decisions that are made.

Also, feel free to release people from the meeting when they are no longer needed, Deckman said. “It is also OK to invite people to attend a meeting after its original start time and to attend only for the topics that apply to them or affect them,” he pointed out. One idea is to let someone know why he or she was invited and what that individual can offer to the meeting, he said.

Keep it short(er). As you’re scheduling, rethink the idea that meetings have to take an hour. In some hourlong meetings, attendees cover the essential items quickly but “end up spending the remaining time talking about things that are not on task or on strategy,” said Almonte. If a meeting only needs to be 20 or 30 minutes long, don’t be afraid to schedule it for that amount of time.

Consider a grace period. Rethink the need to start a meeting on the hour. Try starting at, say, 10:15, which provides a window to get from one meeting to the next and a cushion should a previous meeting go a bit long.

“Meetings can start at 10:15 a.m. versus 10 a.m. and, most times, that cuts down on participants showing up late due to prior meetings running over,” Almonte said.

Advertisement

Say no. If you’re not the one planning the meeting, feel free to decline. “Just because you were invited to a meeting doesn’t mean you must accept the invite,” Gratias said. Also, she added, don’t be afraid to delegate attendance to someone else and to empower them to make decisions on your behalf.

Dawn Wotapka is a freelance writer based in Atlanta. To comment on this article or to suggest an idea for another article, contact Courtney Vien, a JofA senior editor, at Courtney.Vien@aicpa-cima.com.

Advertisement

latest news

June 9, 2026

ENGAGE takeaways: 7 principles to improve CPA firm profitability

June 9, 2026

Student enrollment in accounting continues to rise

June 9, 2026

ENGAGE keynote: The thinking behind Costco’s hot dog special

June 9, 2026

AICPA launches national campaign championing the CPA profession

June 4, 2026

5 state CPA societies merge

Advertisement

Most Read

Taxpayers advised they can ignore CP53E notice — after verifying error
CP53E notice tied to paper-check transition causes confusion
5 human competencies CPAs need in the AI age
Worried about that CP53E QR code? IRS updates FAQs
Defining commonly used AI terms
Advertisement

Podcast

June 4, 2026

Aligning with AI: Lisa Simpson on how to overcome sense of overwhelm

May 28, 2026

What CPA.com’s CEO sees next for AI, tax, and the profession

May 21, 2026

Deregulation’s state of play and the threats it poses to CPA licensure

Features

New AICPA chair pitches a people-first profession
New AICPA chair pitches a people-first profession

New AICPA chair pitches a people-first profession

Rise2040: A human-led profession built on trust
Rise2040: A human-led profession built on trust

Rise2040: A human-led profession built on trust

What It Takes for a CFO to Lead Operations and Tech
What It Takes for a CFO to Lead Operations and Tech

What It Takes for a CFO to Lead Operations and Tech

4 ways sole practitioners can set themselves apart
4 ways sole practitioners can set themselves apart

4 ways sole practitioners can set themselves apart

FROM THIS MONTH'S ISSUE

Want to thrive in an AI world? Power up your people skills

Learn how CPAs can strengthen their human relationships by developing their communication, curiosity, and self-awareness. Artificial intelligence can’t replicate these people skills.

From The Tax Adviser

May 31, 2026

Trust distributions: Timing, tax, and practical considerations

May 31, 2026

Current developments in taxation of individuals: Part 3

April 30, 2026

Current developments in taxation of individuals: Part 2

April 30, 2026

Hedge funds: Tax structuring, planning, and compliance

MAGAZINE

June 2026

June 2026

June 2026
May 2026

May 2026

May 2026
April 2026

April 2026

April 2026
March 2026

March 2026

March 2026
February 2026

February 2026

February 2026
January 2026

January 2026

January 2026
December 2025

December 2025

December 2025
November 2025

November 2025

November 2025
October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2026 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.