CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

Transforming Finance: From Technical Expert To Business Partners

6 Credits: Business Management & Organization
Event Date: November 17, 2023 7:30 am

$798.00

Availability: 181 in stock

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Transforming Finance: From Technical Expert To Business Partners

Format
Conference
Course Level
CPE Credits

6 Credits: Business Management & Organization
Event Date: November 17, 2023 7:30 am

Course Description

The world has changed, but has your finance department changed with it or are they doing the same things the same way they always have? Being technically competent is no longer enough; you have to be able to connect with people throughout your organization. In this session, we will cover definition and characteristics of strategic leadership. We will review 30 roles to enhance: your position in the organization, your interactions with other departments, and your strategic role in your organization. These strategic roles will help move you and your department into the future; go from being a disliked cost center to an appreciated, value-adding resource within your organization. This course is designed to build on what you are already doing right and add specific steps you can implement immediately to have a positive impact on your organization’s future.

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Learning Objectives

After completing this course, you will be able to:

  • Define what it means to be strategic
  • Identify opportunities to add value throughout your organization
  • Describe the 8 characteristics of strategic leaders
  • Discover tips for hiring and developing a strategic team
  • Identify roles to enhance your strategic skill set and improve how others see you in the organization
  • Identify roles for developing strategic skills in your subordinates, team-mates, and coworkers
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Course Specifics

Course ID
23CClearwater-LE23C323481
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

Nicole Davis, CPA, MBA, is the founder and CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors, managing a total of 26 team members. She brings more than two decades of experience in accounting, tax, financial management, and advisory services to clients of all sizes in various industries. Nicole specializes in tax strategy, small business accounting with specialties in construction, independent pharmacies, and service-based businesses. Before founding Butler-Davis, Nicole Davis spent most of her career in corporate accounting with Fortune 500 companies. She began her career with ConocoPhillips, an oil and gas company in Bartlesville, Oklahoma. Nicole Davis …

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