Course ID: ESSFE

Essential Strategic Skills for the Financial Executive

The advent of the CGMA certification for industry CPA’s (Chartered Global Management Accountant) and the Ethics Codification Project for 2015 have increased the awareness of the critical skills needed by the industry financial professional. This course will explore some of the most essential tools for fully integrating the CGMA standards and is designed to assist the CPA in improving organizational results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course. (This course is available in an 8 and 4-hour format.)

Learning Objectives

  • Understand good governance practices
  • Analyze risk management programs for corporate success
  • At the conclusion of the course, the student will be able to:
  • Incorporate strategic planning into governance and risk programs
  • Develop Key Performance Indicators for strategic, tactical and operational planning models
  • Understand practical applications of lean operations and management
  • Understand key components and value of activity based costing
  • Perform a critical value chain analysis for a business model
  • Understand the implications of customer relationship management as critical to success of the organization

Major Topics

The course will examine and walk-through key strategies used by businesses and financial professionals across the globe as required by the Chartered Global Management Accountant designation, as well as provide detailed, real-world examples of businesses utilizing these tools.

Who Should Attend

CPAs in public and private practice

Fields of Study

Management Services


Financial Management experience


Business Learning Institute

CPE Credits




This course is available for your group as:


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