CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Live Webcast

Ten Currencies of Effective Financial Leaders

Individual
Teams

$200.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

4 Credits: Business Management & Organization
Event Date: December 17, 2025 8:00 am PT
Course Level
Overview
Format
Live Webcast

Course Description

In today’s complex business environment, financial professionals are expected to lead not just with precision—but with vision. This course introduces the ten “currencies” (or habits) that define truly effective financial leaders, from mastering strategic thinking and financial storytelling to fostering a culture of adaptability, innovation, and integrity.
Through real-world case studies and practical frameworks, participants will explore how modern financial leadership transcends technical proficiency, embracing collaboration, communication, technology, and ethical stewardship. Whether you’re a CFO, controller, or rising finance professional, you’ll walk away with actionable insights to elevate your leadership impact and drive meaningful organizational value.

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Learning Objectives

By the end of this course, participants will be able to:
Identify and apply the ten essential habits of effective financial leadership, including strategic thinking, risk management, and ethical stewardship.
Analyze how financial leaders from top organizations have driven change through innovation, transparency, and collaboration.
Develop strategies for aligning financial planning and reporting with broader business objectives.
Evaluate techniques for improving financial communication and literacy across departments and leadership levels.
Apply principles of agile decision-making and adaptability in response to evolving market and organizational conditions.
Incorporate ESG and sustainability practices into financial leadership strategies.

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Course Specifics

Course ID
LIVE-WEBCAST-429879
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Rocco Lueck, Ph.D.

Dr. Rocco Lueck is an Associate Professor and Chairperson of the Business Department at D’Youville University. He also serves as the Director of the Veterans and Military Research Center at D’Youville University. Some of Dr. Lueck’s more recent scholarly work has focused on inward foreign direct investment, employment, and macro-policy recommendations. He has presented his work at various academic conferences, and has published research relating to international economics and policy. He earned a Doctor of Philosophy degree from Niagara University, and both a Master of Business Administration degree and a Bachelor of Arts degree from Canisius College. He also studied …

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