Practical Financial Negotiation Tips 4.5 Credits 4 Credits
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This 4.5 credit Online Self-Study Video course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will work through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This webinar is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants. This webinar was created and is presented by an experienced CFO, with extensive real-life insight.
Major Subjects:
| License details | Credits | Status |
|---|---|---|
| Personal Development for Certified Public Accountants (CPA-US) | 4.5 CPE | Approved |
| Personal Development for CPA in Canada | 4.5 CPD | Eligible |
| Personal Development for Chartered Financial Analyst (CFA) | 4.5 PL | Eligible |
| Personal Development for Certified Fraud Examiner (CFE) | 4.5 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 4.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 4.5 CE | Eligible |
| Chartered Accountant - ICAEW | 4.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4.5 CE | Eligible |
| Personal Development for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 4.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4.5 CPD | Eligible |
| Chartered Accountants - Scotland | 4.5 CPD | Eligible |
| CPA - Ireland | 4.5 CPD | Eligible |
| Personal Development for CIPM | 4.5 PL | Eligible |
| Personal Development for Certified FP&A Professional (FP&A) | 4.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Personal Development for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| CPA in Canada | 4 CPD | Eligible |
| Certified Management Accountants (CMA) | 4 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 4 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4 CE | Eligible |
Credits
4.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD. He has created all of Practical PD's seminars and also presents them.
Stephen's primary occupation is the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies (Canada, USA, UK, Netherlands) SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations. Although he enjoys speaking, he only wants to do it on the side, he likes his real world job.
An engaging and experienced seminar leader, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic seminars. When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories.
Stephen’s teaching experience includes presenting accounting seminars for over 40 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.
Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his seminars, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics.
He advises a number of businesses and not-for-profit organizations and sits on the Board of SureWx Inc. He sat on the Advisory Board of Valydate Corporation until its 2017 acquisition by Mentor Graphics, a Siemens company.
Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.
Stephen Priddle is sometimes asked if he is available for consulting. He does not have time for any major consulting assignments. However, he does have a limited amount of time for work of the following nature. Many accountants would like to pick the brain of a corporate veteran from time to time, on issues or for mentoring. If you are interested, reach out to him at contact@practicapd.com
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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