The Future of the Finance and Accounting Organization (Video) (Course Id 1933)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE) credits, especially CPAs and other accounting professionals.

• What is this course about or what problem does this course solve?
  It explores how the finance and accounting organization will evolve post-pandemic, including how finance functions can leverage people and technology, and address emerging imperatives like sustainability and data.

• How can the knowledge from this course be used?
  Learners can apply insights to help their finance teams adapt to future demands, adopt new technologies and skillsets, and better communicate the value proposition of the modern finance function.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips professionals with a forward-looking mindset, enabling them to remain relevant and add strategic value amidst evolving organizational and technological trends.

• When is this course relevant or timely?
  Released in 2022 and revised as of March 1, 2024, it reflects insights emerging from the pandemic era—making it timely for those navigating post-pandemic transformations.

• How is a course like this consumed or used?
  Delivered via NASBA QAS self-study (video and text), with 16 pages of material, 6 review questions, and a 10-question final exam to earn 2.0 CPE credits.

It took a pandemic to uproot those of us working in accounting and finance.  In the span of a few years, all of us lived through transforming how and where we worked. That experience positions you well to tackle the future. In this course, you will learn about the future of finance and the challenges that lay ahead.  You will peer into the future to answer how, why and where the finance organization will succeed and add value by leveraging people and technology.  You will learn about emerging imperatives of sustainability and data as the next frontiers of finance.  Finally, you will explore the new skillsets and communication mindset you will need to adopt to ensure stakeholder understand the value proposition offered by the “new” finance function.

Video - NASBA QAS - Text - NASBA Registry - 1933

Course Learning Objectives

• Define and distinguish how finance adds value to any organization
• Explore the emerging mandates of finance in the areas of sustainability, automation, and data
• Adopt new ways to manage, motivate, and make great finance teams

Chapter 1 - The Future of the Finance and Accounting Organization

Chapter 1 Review Questions

Glossary of Terminology