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Author: |
Blair Cook, CPA, CA (Canada), MBA |
Course Length: |
Pages: 7 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits: |
1.5 |
IRS Credits: |
0 |
Price: |
$21.95 |
Passing Score: |
70% |
Course Type: |
Video - Text |
Technical Designation: |
Technical |
Field Of Study: |
Management Services |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This video course examines change management in finance from the perspective of corporate initiatives, employees, and organizational structure.
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Frequently Asked Questions: |
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Description: |
In this course we are going to look at change from all perspectives. From what sorts of corporate initiatives require careful consideration of change management principles, to the challenges of implementing change. We look at change from the perspective of the employee, after all, it's they for whom we need to change for the organization to be successful. And we develop an approach to enable that to happen successfully. Finally, we will look at way that organizations are adapting to continuous change by changing aspects of their organizational structure. |
Usage Rank: |
22857 |
Release: |
2016 |
Version: |
1.0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: The Catalyst CFO Managing Change (Video Course Preview)
Internal: Transform Grow and Innovate in Finance (TGIF Video Finance Transformation)
External: Kotter Eight Step Change Model
External: ADKAR Change Management Model Overview
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
12-Mar-2026 |
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. |
Keywords: |
The Catalyst CFO: Managing Change (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives
• Discuss the characteristics of the CFO as a financial catalyst • Explain the role of change management in bridging between the current state and the future state • Identify the barriers to transformational change • Discuss the challenges to overcome for change management to having any effect • Describe the emotional reactions of employees during a change initiative • Identify the phases of the ADKAR Model • Recognize the 8 Steps to Implementing Change • Describe the network organizational model • Describe Enterprise Change Management (ECM) as an organizational discipline |
Course Contents: |
Chapter 1 - The Catalyst CFO: Managing Change Chapter 1 Review Questions Glossary of Change Management Terminology |
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