Home
0
Home
Cart Empty | Login/Register  Login/Register
Search Courses List  >  Course Details
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
A~B
Similar Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
A/B
Suggested Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
Recent Searches
No recent searches found.
Similar Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
Suggested Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
Course Details

Your First 100 Days as CFO (Video) (Course Id 1090)

QAS / Registry
This is a Course Preview, to take the course please select or purchase the course and click one of the Take Course icons on your My Courses page.

  Add to Cart 
Author : Blair Cook, CPA, CA (Canada), MBA
Course Length : Pages: 10 ||| Review Questions: 5 ||| Final Exam Questions: 8
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1090
Description :

In this course we are going to look at getting started in a new CFO role. Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we will look at different approaches for your first 100 days. We begin with a profile of the modern CFO, that is, what you need to bring to the organization. From there, we will look at team building principles and using proven tools to help you assess the existing finance function against best practices. We will use a strategic approach to developing an overarching mission and value statement for finance to bring context to specific action plans. We will look at structuring the finance function within the organization context to optimize and balance responsiveness to stakeholders with the need for control. Finally, we will look at change management principles to help you initiate your first major project.
Usage Rank : 30455
Release : 2016
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
The first 100 days as CFO EY Global
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - 1090
Keywords : Management Advisory Services, Your, First, 100, Days, as, CFO, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, the learner will be able to:
    • Describe the competencies of the modern CFO.
    • Assess the maturity level of the finance function during your first 100 days.
    • Identify team building principles to maximize alignment and commitment of your staff.
    • Use a competency map approach to devising a staffing and develop plan for the finance function.
    • Develop a strategic plan for developing and improving the finance function.
    • Describe change management principles and an approach for undertaking a major organizational initiative.
Course Contents :

Chapter 1 - Your First 100 Days as CFO

Chapter 1 Review Questions

Chapter 2 - Links for Other Required Files

Glossary of Terminology
Click to go to: CFO CPE Courses Online | Quick & Complete | CPEThink
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?
  
     
Our IRS Approved Continuing Education Provider number is 1SXC8 NASBA QAS Self-Study sponsor Id is 108299 Customer Reviews 5 Star Excellence award from Shopper Approved for collecting at least 100 5 star reviews Click to verify BBB accreditation and to see a BBB report. View TrustedSite Certification
Nupur R. from GA bought 1 course 1 hour ago.  |||  New User Discount - Click Here ||| Nupur R. from GA bought 1 course 1 hour ago.  |||  New User Discount - Click Here ||| Aleksandar J. from TX bought 4 courses 2 hours ago.  |||  New User Discount - Click Here ||| Nupur R. from GA bought 1 course 4 hours ago.  |||  New User Discount - Click Here ||| Michael B. from TX bought 1 course 7 hours ago.  |||  New User Discount - Click Here ||| Michelle N. from TX bought 1 subscription 8 hours ago.  |||  New User Discount - Click Here ||| Brad S. from CA bought 1 course 10 hours ago.  |||  New User Discount - Click Here ||| Jay K. from MI bought 1 course 10 hours ago.  |||  New User Discount - Click Here ||| Rachel S. from WI bought 1 course 10 hours ago.  |||  New User Discount - Click Here ||| Joel B. from TX bought 1 subscription 10 hours ago.  |||  New User Discount - Click Here ||| 
Remove Marquee
Copyright © 2025 Cpethink.com

Privacy | Refunds | Terms | Blog | Site Map | Contact Us | FAQs | Login | NASBA Id 108299 | IRS Id 1SXC8 | Cage Code 874S4