CPE Credits
6 Credits: Personal Development
Course Description
What got you into the profession will not get you promoted. The historical, technical focus is just the entry into the profession. CEOs want more – they want the next-gen CPA – CPA 2.0, a future-facing, strategically focused, business partner. You need to have the critical skills to be a trusted business advisor to your customers, management team, and employees. We will explore the definition and characteristics of strategic leadership. We will review 30+ skills you did not learn in your accounting degree to enhance: your ability to lead teams, your interactions with other departments, and your strategic role in your organization. These strategic roles will help transform from a technically talented to strategically savvy CPA, a value-adding resource within your organization.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Define what it means to be a strategic leader
- Evaluate your current strengths and identify areas for development
- Describe the characteristics of trusted business advisors
- Identify specific techniques to connect with, present to, and influence others
Course Specifics
|
Course ID 21CSantaFe-LE20227034 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …
Transform from Technical to Strategical - The Missing Links to Becoming a Future-Focused CPA
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CPE Credits
6 Credits: Personal Development
Course Description
What got you into the profession will not get you promoted. The historical, technical focus is just the entry into the profession. CEOs want more – they want the next-gen CPA – CPA 2.0, a future-facing, strategically focused, business partner. You need to have the critical skills to be a trusted business advisor to your customers, management team, and employees. We will explore the definition and characteristics of strategic leadership. We will review 30+ skills you did not learn in your accounting degree to enhance: your ability to lead teams, your interactions with other departments, and your strategic role in your organization. These strategic roles will help transform from a technically talented to strategically savvy CPA, a value-adding resource within your organization.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Define what it means to be a strategic leader
- Evaluate your current strengths and identify areas for development
- Describe the characteristics of trusted business advisors
- Identify specific techniques to connect with, present to, and influence others
Course Specifics
|
Course ID 21CSantaFe-LE20227034 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …