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This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
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Suggested Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
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Similar Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
Suggested Courses

This Continuing Professional Education (CPE) course is designed for financial professionals, particularly controllers, who want to enhance their strategic leadership, efficiency, and technological capabilities in the modern accounting landscape. The course introduces the seven essential habits of highly effective controllers, focusing on proactive risk management, automation, data-driven decision-making, and leadership development. It explores the evolution of the controller’s role, emphasizing the shift from traditional financial reporting to becoming a strategic business advisor. Participants will learn how to leverage AI-powered analytics, automation tools, and risk prevention strategies to transform financial operations, improve accuracy, and enhance decision-making.

A significant portion of the course is dedicated to practical applications, providing case studies, real-world examples, and AI-driven tools that controllers can implement immediately. Each habit is broken down into actionable steps, covering essential topics such as automating financial processes, streamlining the closing cycle, enhancing cash flow management, and fostering continuous improvement. The course also emphasizes the role of collaboration tools, predictive analytics, and proactive risk mitigation, demonstrating how controllers can create more efficient, resilient, and adaptable accounting departments. Special attention is given to leveraging AI tools like ChatGPT to automate reporting, optimize workflows, and enhance financial insights.

This course is ideal for controllers, CFOs, and finance professionals who want to stay ahead in an AI-driven financial world. Participants will walk away with the skills to increase efficiency, reduce errors, and make data-backed strategic decisions, ultimately positioning themselves as key advisors within their organizations. By mastering these seven habits, finance leaders can future-proof their careers, improve organizational performance, and drive financial transformation through cutting-edge technology and innovative leadership.

7 Habits of Highly Effective Controllers (2 Hrs)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (2 Hrs)
Course Details

Managing Conflicts in a Practice (Course Id 1917)

QAS / Registry
  Add to Cart 
Author : Colten Christensen, Author
Course Length : Pages: 26 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $17.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1917

Description :

CPAs, by nature, work alongside others in a practice to accomplish the services required by their clients. Just like any other career field, there are times when conflict arises in the workplace that needs to be dealt with in a civil, respectful, and safe manner. 

Managing Conflict in a Practice is a course that will provide an overview of conflict that can occur within a CPAs practice. This course will identify the issues that lead to conflicts between office team members.  This course will also define techniques that can be used to resolve conflicts. Being able to correctly identify conflict before it arises may present an opportunity to diffuse the conflict altogether. This shows the importance of learning the techniques that will lessen conflict and turn these issues into positives for the practice.

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the CPA must carry out. Due to this, the CPA can view each of these tasks as a project. Because the services of CPAs can be viewed as projects, there is a plethora of information that CPAs can learn from the Project Management career field, especially situations dealing with managing conflict.

PMI® (Project Management Institute) is recognized by most project managers as the leading organization for creating project management standards. PMI’s standards are recognized around the world. These standards provide guidelines and rules, which are widely accepted and provide the foundation for the project management profession. PMI publishes standards in many different areas of project management and related to project management.

A Guide to the Project Management Body of Knowledge (PMBOK® Guide) is the most recognized and referenced standard for project managers. This document is published by the PMI® and it describes industry recognized best practices for managing all types of projects. It is also an evolving document, which continues to be updated and refined as more information is known and documented.

Usage Rank : 21333
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1917

Keywords : Management Services, Managing, Conflicts, Practice, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, students will be able to:
  • Identify the areas in the PMBOKPMI® Guide that address conflict management.
  • List the common sources of conflict during a project.
  • Recognize the different methods for resolving conflicts.
  • Recognize the five approaches for resolving conflicts defined by the Thomas-Kilman Model.
  • Recognize the six methods defined in the PMBOKPMI® Guide that addresses conflict management.
Course Contents :

Chapter 1 - Managing Conflicts in a Practice

Course Learning Objectives

Introduction

Conflicts

Conflict Management

Project Resource Management

Project Resource Management Processes

Manage Project Team

Manage Team Description

Manage Team Tools and Techniques

Project Stakeholder Management

Project Stakeholder Management Processes

Manage Stakeholder Engagement Description

Manage Stakeholder Engagement Tools and Techniques

Manage Communications

Manage Communications Description

Sources of Conflict

Conflict Not Addressed

Negative Aspects of Conflict

Conflict During the Project Life Cycle

Initiating Phase

Planning Phase

Executing Phase

Monitoring and Controlling Phase

Closing Phase

Avoiding Conflict

Thomas-Kilman Model

Competing

Avoiding

Accommodating

Collaborating

Compromising

Resolving Conflicts

Recognized Techniques for Conflict Resolution

Conflict Management Exercise

Glossary

Click to go to: CPA Practice Management Courses Online | CPEThink.com
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