Transforming from Technically Talented to Strategically Savvy

5 Credits: Personal Development


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Transforming from Technically Talented to Strategically Savvy

Course Level
CPE Credits

5 Credits: Personal Development

Course Description

What got you into the profession will not get you promoted. The historical, technical focus is just the entry into the profession. CEOs want more – they want the next-gen CPA – CPA 2.0, a future-facing, strategically focused, business partner. You need to have the critical skills to be a trusted business advisor to your customers, management team, and employees. We will explore the definition and characteristics of strategic leadership. We will review 30+ skills you did not learn in your accounting degree to enhance: your ability to lead teams, your interactions with other departments, and your strategic role in your organization. These strategic roles will help transform from a technically talented to strategically savvy CPA, a value-adding resource within your organization.

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Learning Objectives

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

  • Define what it means to be a strategic leader.
  • Evaluate your current strengths and identify areas for development.
  • Describe the characteristics of trusted business advisors.
  • Identify specific techniques to connect with, present to, and influence others.
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Course Specifics

Course ID
Revision Date
September 19, 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 …

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