Change Management

3 Credits: Business Management & Organization


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Change Management

Course Level
CPE Credits

3 Credits: Business Management & Organization

Course Description

This comprehensive course provides valuable insights into conducting successful change initiatives within organizations. It offers a detailed examination of the factors that contribute to the success or failure of change efforts. Participants will gain an understanding of how to discern the necessity of change initiatives, make informed decisions on pursuing specific projects, and create an environment conducive to change. The course also covers the critical role of a change leader, including the traits required to guide an organization through transformational periods effectively. Attendees will learn practical methods for addressing and resolving conflicts, preventing backsliding, and ensuring lasting change. The course also distinguishes the roles of leaders and managers in change initiatives and discusses the optimal use of change agents and consultants. This training is ideal for professionals looking to enhance their change management skills and lead their organizations through transformative changes successfully.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Identify the situations in which change initiatives may and may not be needed
  • Recognize how a manager decides which change initiatives to pursue
  • Recognize the characteristics of an environment in which a change initiative is difficult to operate
  • Recall the circumstances under which a project has been properly structured to succeed
  • Recognize how consultants should be used in a change initiative

Chapter 2

  • Identify the reasons why a business may be mired in complacency
  • Identify approaches to deal with uncertainty and significant problems
  • Recall the issues for which a prospective vision statement should be tested
  • Identify the methods used to keep a change from reverting back to the previous state
  • Note the reasons why the results garnered from a change initiative may backslide

Chapter 3

  • Recognize the differences between a leader and a manager
  • Note the different types of change agents

Chapter 4

  • Identify the different methods used to deal with conflict

Chapter 5

  • Note the circumstances under which evolutionary change works best

Chapter 6

  • Recall the types of positions needed to support a transformational effort
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Course Specifics

Course ID
Revision Date
April 25, 2022

There are no prerequisites.

Advanced Preparation


Number of Pages

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

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …