Course ID: CS-PART2

Financial Professional Series: Internal Factors Impacting Business

While several years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

Part 2 of the series is focused on internal factors impacting businesses, such as HR effectiveness, lean processes, and enterprise risk management.

Learning Objectives

  • Analyze your organization’s elements of Governance & the Board
  • Analyze HR Effectiveness in your organization
  • At the completion of this course, the student will:
  • Understand the impact of Economic Uncertainty & the Aging Workforce
  • Understand the impact of Retirement & Succession Planning
  • Analyze the impact of good and bad Enterprise Risk Management programs
  • Understand the concepts behind Going Lean
  • Analyze Good Customer Criteria & Customer Centricity
  • Understand the impact of the Debt & Equity mix
  • Analyze the risks and opportunities in Acquiring Distressed Assets

Major Topics

  • Governance & the Board
  • HR Effectiveness
  • Economic Uncertainty & the Aging Workforce
  • Retirement & Succession Planning
  • Enterprise Risk Management programs
  • Going Lean
  • Good Customer Criteria & Customer Centricity
  • Debt & Equity mix
  • Acquiring Distressed Assets

Who Should Attend

CPAs, industry accounting and finance staff, C-level corporate officers

Fields of Study

Business Management & Organization




Business Learning Institute

CPE Credits




This course is available for your group as:


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Or, contact BLI: 888-481-3500 or
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