Re-Inventing the Financial Department Post COVID

2 Credits: Personal Development


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Re-Inventing the Financial Department Post COVID

Course Level
CPE Credits

2 Credits: Personal Development

Course Description

The definition of insanity is doing the same thing, the same way, in a different environment, and expecting the same results. The world and the workplace have been permanently changed. It’s time for smart finance leaders to change as well. Your intelligence, technical expertise, and analytical skills that got you here will not keep you here. The strategic, value-adding finance department of the future will embrace the skills desired by CEOs – communication, partnering, critical thinking, and business navigation.  The skills that will transform the finance department from a historically focused, reporting and compliance center into a forward-looking, creator of value, and confidant to the CEO.

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Learning Objectives

Upon completing this course you will be able to:

  • Recall the elements required to change your way of thinking
  • Identify the 14 additional finance roles desired by CEOs
  • Formulate a plan to begin the transformation
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Course Specifics

Course ID
Revision Date
September 7, 2023


Advanced Preparation


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

Jennifer Elder Headshot

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 …