CPE Courses for CPAs by Rob Stephens

Key Takeaway

This page profiles Rob Stephens, founder of CFO Perspective, outlining his financial planning credentials, career history, and the CPE course topics he authors for CPAs.

• Rob Stephens holds a BA in Business Administration from the UW Foster School of Business, a Graduate Certificate in Financial Planning and Services and Financial Therapy, and a Masters in Personal Financial Planning from Kansas State University.
• He began his career as a Staff Accountant at EY, later served as Controller at the Community Health Association of Spokane, and spent nearly a decade as CFO at multiple organizations before founding CFO Perspective in 2019.
• Before founding CFO Perspective, he worked as a Senior Financial Analyst and Director of Operations at Washington Trust Bank, then as VP and later SVP of Finance at Numerica Credit Union.
• Since 2019, he has served as an Adjunct Instructor at Gonzaga University, teaching MBA students Entrepreneurial Finance and Behavioral Finance.
• He is a Lean Six Sigma Yellow Belt and has volunteered as a Board Member for Family Promise of Spokane and Lutheran Community Services Northwest.

CPE Courses for CPAs by Rob Stephens: Frequently Asked Questions (FAQs)

What degrees does Rob Stephens hold?

He holds a BA in Business Administration from the UW Foster School of Business and a Masters in Personal Financial Planning from Kansas State University.

What company did Rob Stephens found in 2019?

He founded CFO Perspective in 2019 after nearly a decade serving as CFO at multiple organizations.

What role has Rob Stephens held at Gonzaga University since 2019?

He has served as an Adjunct Instructor, teaching MBA students Entrepreneurial Finance and Behavioral Finance.

What positions did Rob Stephens hold at Numerica Credit Union?

He served as VP of Finance and later SVP of Finance at Numerica Credit Union.

What certification does Rob Stephens hold in process improvement?

He is a Lean Six Sigma Yellow Belt, reflecting his expertise in the Six Sigma methodology.

What volunteer roles has Rob Stephens held?

He has volunteered as a Board Member for Family Promise of Spokane and Lutheran Community Services Northwest.

Rob Stephens: Enabling CPAs And Business Owners to Get Financial Clarity

Whether you're a CPA or a business advisor, most likely, you've heard of or already taken courses from Rob Stephens. Apart from being the founder of CFO Perspective, this experienced CPE author is considered a resource for businesses seeking expert guidance on finance and accounting to make better decisions.

His experience covers different areas, from financial analysis and banking to strategic planning, cash management, and more. This Continuing Education Author's courses are available on CPEThink.com and other online CPE platforms.

On this page, we're going to take a closer look at Rob's educational background and professional experience. We'll also learn how this CPE author's guidance can help accelerate your professional growth.

Educational Background of Rob Stephens

• Rob holds a BA in Business Administration from the UW Foster School of Business.
• He holds a Graduate Certificate in Financial Planning and Services and Financial Therapy from Kansas State University.
• He also completed his Master's in Personal Financial Planning from the same university.

Professional Experience of This Experienced CPE Author

Rob's professional career spanning decades has helped him become a leading NASBA CPE author. Here is a quick look at the positions he held in different organizations before founding CFO Perspective in 2019.

• Rob started his professional career as a Staff Accountant in EY.
• Then he served the role of a Controller in the Community Health Association of Spokane.
• Then, almost nearly a decade, he was the CFO at multiple organizations, including CHAS Health, Bank of Fairfield, and bankcda.
• After that, Rob worked with Washington Trust Bank as a Senior Financial Analyst and Director of Operations.
• Then he joined Numerica Credit Union and served the roles of VP of Finance and SVP of Finance.
• Since 2019, he has been an Adjunct Instructor at Gonzaga University, where he instructs MBA students on Entrepreneurial Finance and Behavioral Finance.

Through CFO Perspective, Rob offers CPE courses for CPAs and financial management courses, covering a variety of topics. Some of these are cash flow management, behavioral finance, business growth, business performance management, decision analysis, budgeting, strategic planning, and business planning.

Other Roles Served by This CPA CPE Author

• In addition to being a CPA, Rob is a Lean Six Sigma Yellow Belt, which proves his expertise in the Six Sigma methodology and its tools.
• He volunteered as a Board Member in Family Promise of Spokane and Lutheran Community Services Northwest.

Who Does This Continuing Education Author Help?

This CPE instructor's knowledge is best suited for:

• CPAs and other finance professionals.
• Business owners, such as entrepreneurs and startup founders, looking for strategic financial guidance.
• MBA students seeking expert, practical knowledge on various financial and business topics.

What Problems Can Be Solved with the Expertise of This NASBA CPE Author?

You can use Rob Stephens' knowledge and guidance to:

• Navigate the challenges of financial decision-making in difficult business environments. The materials authored by this CPA education author can be your go-to resource to understand strategic planning, behavioral finance, KPI dashboards, budgeting, and more.

If you're an aspiring CPE course author, the resources offered by Rob can help you:

• Learn how to become a CPE author for CPAs. With his extensive experience in creating different courses, Rob can help you understand the right steps to qualify as a CPE course writer.
• Understand the best practices for CPE course authors.
• Get clear, effective guidelines for writing CPE courses.
• Learn the process of CPE content creation for accounting professionals.
• Understand CPE author opportunities for accountants.

You can also reach out to Rob to learn the CPE course author requirements from NASBA. His years of experience as a NASBA CPE author can guide you in the right direction and help you become a recognized author.

When Can You Use the Guidance Offered by This Expert Online CPE Author?

Rob Stephens' courses, knowledge, and insights can be applied to different situations. For example:

• When you need expert yet easily comprehensible CPE content to enhance your knowledge and skills as a CPA.
• When you want to sharpen your skills as a business advisor.
• When you want to efficiently navigate the periods of financial uncertainty as a business owner.
• When you need to make the right strategic decisions to expedite business growth.
• Whether you're starting a business, scaling operations, or trying to navigate economic shifts, this CPE provider author's guidance can offer clarity and the right direction.

Where Can You Apply Rob's Knowledge?

Although Rob is based in the U.S., the application of his work is widespread.

• Irrespective of your place of business or work, you can use his teachings to improve your decision-making skills as a finance professional or business advisor.
• As the published materials and courses of this CPA author are accessible worldwide, you can access them from anywhere and put them to good use.

Why Should You Use the Insights of This CPE Instructor for CPAs?

Rob brings more than three decades of experience in different fields, and he has been quoted in multiple leading publications. His insights offer a perfect blend of technical expertise and extensive domain knowledge, which can help you:

• Fulfill your CPE requirements efficiently.
• Stay updated on the latest advancements in finance and accounting.
• Build a financially resilient business and make the right strategic decisions, while sidestepping expensive errors.

Whether you want to uphold your professional competence or improve your financial strategy, Rob's insights can be a game-changer.

How Can Problems Be Solved Using the Expertise of This CPE Course Author?

• You can use Rob's resources, offered through CPEThink.com and other platforms, to get step-by-step, practical guidance on different complex financial matters.
• His online courses and published materials can be used as actionable tools to easily internalize complex financial topics, interpret financial data, manage cash flow, and make correct decisions to achieve long-term goals.
• By applying his insights, you can become well-suited for a proactive financial leadership role, taking a step forward toward stability and growth.

Additionally, if you want to learn how CPAs can publish CPE courses, about CPA continuing education course author careers, or wish to know CPE author compensation for CPA courses, getting in touch with Rob Stephens can be of great help.

Check out what other customers are saying.