CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

TGIF: Transform Grow Innovate in Finance

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
TGIF: Transform Grow Innovate in Finance

4 Credits


Subject Area


Webinar Qualifies For

4 CPE credit of Finance for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPD credit (Verifiable) for Canadian CPAs

4 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Yellow Book Boot Camp - NFP and Governmental Accounting & Auditing Update


Oct 22, 2021 | 09:00 AM EDT View Details

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis


Oct 22, 2021 | 09:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments


Oct 22, 2021 | 09:00 AM EDT View Details

Raising More Money from Your Local Business Community

Oct 22, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Conflicts of Interest


Oct 22, 2021 | 09:00 AM EDT View Details

Addressing Single Audit Quality in a COVID-19 era


Oct 22, 2021 | 09:30 AM EDT View Details

Social Media that Kills: Fundraising Pitfalls for NFP Organizations


Oct 22, 2021 | 09:30 AM EDT View Details

Zero Based Budgeting

Oct 22, 2021 | 10:00 AM EDT View Details

Comprehensive Tax Strategies & Insights On Real Estate


Oct 22, 2021 | 10:00 AM EDT View Details

Internal Controls for Businesses


Oct 22, 2021 | 10:00 AM EDT View Details

Best Tax Return Workshop On S Corporation (1120S) - Latest


Oct 22, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Essential Documents


Oct 22, 2021 | 10:00 AM EDT View Details

Excel Accountant: Interactive Spreadsheets


Oct 22, 2021 | 10:00 AM EDT View Details

Legal and Financial Tax Planning Strategies


Oct 22, 2021 | 10:00 AM EDT View Details

LeaseCrunch: Lease Accounting Software Rollout Tips


Oct 22, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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Course Description

This is an online continuing professional education webinar in finance transformation. In fact, it’s more than a webinar, it’s a guided journey of self-evaluation, reflection, and strategic planning to propel your finance organization forward. Not only are organizations under fire to keep up with internal and external forces that require adaptation and change, so are the finance functions that support the organization.

The modern finance function has never had as great an opportunity as it has today to play a strategic advisory role inside any organization. Yet, most finance leaders and those working in the finance organization find themselves still buried in transactional processing. This webinar shares with you a path bridging these two states. 

This Online CPE webinar covers the following Key Topics:

  • Personal transformation: Only in understanding ourselves better can we embark on a journey to transform our finance function and elevate the mission of finance across the organization. In this webinar, you will learn about the competencies of the modern financial executive as well as how to assess your finance function.
  • Transforming Teams: The best systems and the best processes will not happen without the right people.  In this webinar, you will learn how to evaluate the maturity level of your finance function and think about areas for transformation. You will explore how finance should and should not be structured. You will hear ideas on managing, mentoring, coaching, and developing stronger individuals and stronger teams.
  • Transforming Processes: No amount of people can change the process unless the system itself does it on its own. Making a system such that weak parts of the processes are changed and corrected to form a continuous process in making a system formidable for the new challenges it is to encounter time and again. It will provide ideas on what change is, how to make it acceptable in the system through a transformation in your system.
  • Transformation Plan: The complete transformation though it happens in parts and that need a broad and measurable outline to take corrective actions from the managerial perspective. This session takes into account the planning part that should drive the process along for your transformation objectives. This continues on the ideas of implementing plans without challenging effecting processes and committed results. 

This CPE course will provide a comprehensive view of how to implement sustainable transformation changes in your organization.

Learning Objectives

  • To assess personal and finance team strength and weaknesses
  • To identify improvement opportunities for financial leadership and team development
  • To develop an approach for process and system improvement opportunities
  • To deliver and execute a plan for finance transformation

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Qualified Associate Financial Planner
  • VP Finance
  • Young CPA