CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

The Financial Leadership Workshop

6 Credits: Business Management & Organization
Event Date: November 6, 2024 7:30 am

$838.00

Availability: 25 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)

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The Financial Leadership Workshop

Format
Conference
Course Level
CPE Credits

6 Credits: Business Management & Organization
Event Date: November 6, 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.

Jeff Sailor will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.

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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
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Course Specifics

Course ID
24CMaui-LE375388
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

Jeff Sailor Headshot

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

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