The Financial Leadership Workshop
6 Credits: Business Management & Organization
Event Date: December 10, 2024 7:30 am$838.00
Availability: 149 in stock
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction The Financial Leadership Workshop
Format
Conference
Course Level
CPE Credits
6 Credits: Business Management & Organization
Event Date: December 10, 2024 7:30 am
Course Description
In today’s tough economic environment, Finance leaders, like CEOs, must also shift their mindset. Every firm and company faces an existential threat, whether it’s excessive cash burn, liquidity crises, or raging competition. Financial Leaders need to know how to take control of capital allocation, scrutinize areas of revenue leakage, and identify pockets of profitability.
Sunish Mehta will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.
Learning Objectives
- Discuss & Identify current economic trends impacting your situation
- Learn to apply strategies during changing landscapes
- Identify when to shift priorities based on profitability or growth goals
- Learn & Discuss methods to create better visibility into financial data
- Apply accountability measures to address financial constraints
- Cite the right skill set financial leaders need
Course Specifics
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Compliance Information
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
Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of Mindful-CPA Mindful-PRO, Sunish has over 25 years’ experience. He leads training courses in Accounting, Auditing, Leadership & Management and Mindfulness. In addition, Sunish is a contributing Instructor for the UCLA Certification Program in Accounting where he is an adjunct lecturer. Professional Highlights: Inner MBA – New York University 2021. BS in Accounting & Business Admin – California State University, Northridge 1993 Independent Consultant & Trainer with Thomson Reuters, 20-20 Services LLC, Spidell Education with 12 years of experience and going…. Over 15 years with EY, …