CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Transforming Finance: From Technical Expert To Business Partners

Icon_Level
Credits
CPE Credits
6 Credits: Business Management & Organization

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.

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

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.

Course Instructor

Jennifer Elder Headshot
Jennifer Elder, CPA, CFF, CIA, CMA

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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Transforming Finance: From Technical Expert To Business Partners

CPE CREDITS
6 Credits: Business Management & Organization

$798.00

Availability: 199 in stock

Icon_Level
Credits
CPE Credits
6 Credits: Business Management & Organization

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.

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

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.

Course Instructor

Jennifer Elder Headshot
Jennifer Elder, CPA, CFF, CIA, CMA

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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Transforming Finance: From Technical Expert To Business Partners

CPE CREDITS
6 Credits: Business Management & Organization

$798.00

Availability: 199 in stock