This 40-hour course is divided into two distinct, but complementary sessions designed specifically for CPA professionals aiming to enhance both their leadership and technical skills.

Session 1: Leadership Mastery for CPA Professionals

Duration: 20 hours 

This live instructor led session is tailored for CPAs focused on elevating their leadership capabilities within the financial industry. Through interactive lectures, case studies, and group exercises, participants will develop skills in effective communication, strategic thinking, ethical decision making, and building high performance organizations. This session aims to equip financial professionals to effectively navigate complex challenges, drive innovation, and lead diverse teams toward achieving organizational goals.

Learning Objectives:

Session 1:

  • Identify various leadership styles and apply them effectively in diverse financial settings.
  • Utilize strategic thinking to address financial industry challenges and innovate solutions.
  • Develop strategic leadership skills
  • Integrate ethical considerations into leadership decisions, fostering trust and integrity.
  • Develop strategies to construct and manage high performing teams within the practice.

By the end of this session, participants will be able to:

  • Critically assess leadership approaches of clients and employees
  • Implement strategic solutions
  • Communicate effectively with clients and employees
  • Uphold ethical standards
  • Build a high performing practice


Session 2:  Advanced Accounting Techniques for CPA Professionals

Duration: 20 hours 

This intensive, instructor led program is meticulously covering a range of essential topics from advanced accounting practices to the latest in ethics and regulatory updates, this program ensures participants gain invaluable insights and skills to excel in their profession. Through a blend of lectures, case studies, and interactive sessions, CPAs will engage with the latest trends, technologies, and regulations affecting the accounting landscape.

Learning Objectives:

  • To enhance understanding of advanced accounting practices and financial reporting standards.
  • To update participants on the latest tax laws and regulations, focusing on both federal and Michigan specifics.
  • To deepen comprehension of ethical considerations and legal requirements relevant to CPAs in Michigan.
  • To provide a thorough overview of the latest auditing techniques, including the impact of technology.
  • To equip participants with skills in financial planning and analysis to better serve their clients or organizations.
  • Accounting Services to support small businesses

By the end of this session, participants will be able to:

  • Demonstrate updated knowledge of accounting standards and financial reporting requirements.
  • Apply new tax laws and strategies in their practice effectively.
  • Navigate ethical dilemmas with integrity and in compliance with legal standards.
  • Implement advanced auditing methodologies to improve audit quality and efficiency.
  • Utilize sophisticated financial planning and analysis tools to support business decisions.

Course Format:

  • Interactive Lectures: Engage with subject matter experts and seasoned industry professionals through comprehensive presentations.
  • Case Studies: Analyze real world scenarios to apply learning in practical contexts.
  • Group Exercises: Collaborate on projects and scenarios that mimic real life challenges and decision making.
  • Feedback and Review Sessions: Participate in feedback loops with instructors and peers to refine techniques and approaches.
  • Participates have the option of attending in-person and/or online. All online participants are required to have their cameras on at all times.

Who Should Attend:

This training is designed for forward-thinking financial professionals committed to advancing their expertise in accounting and leadership, ensuring they are well equipped to meet and exceed the challenges of today’s financial landscape.

  • Certified Public Accountants (CPAs)
  • Senior financial advisors looking to enhance their leadership and technical skills
  • Financial planners seeking advanced knowledge in specialized areas of financial planning
  • Financial professionals preparing for leadership roles within accounting organizations

Prerequisites – Must have experience in accounting

Program level – Advanced

Advance preparation – None

Cost: $2,000.00 (Eligible for MI Going Pro Talent Fund Grant)


Course Information

Difficulty: Advanced

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This course does not have any sections.