Practical Tips For Controllers & CFOs 2025-26 PDF

Overview

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges’from insurance and investments to taxes, retirement, and estate planning. You’ll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

Highlights

• Key Indicator Reporting
• People Management Tips
• Innovative Negotiation Ideas
• The Fast Close
• Extra Creative Thinking for Accountants
• Auditors & Lawyers: Minimizing Costs
• Financial Reporting
• Straight Talk on Ethics
• Critical Steps when You Change Jobs
• Useful Technology Tips
• Getting the Most Out of Your Bank
• Cash Flow Crisis: What to do When it Happens
• Working with Cost-Saving Consultants

Prerequisites

None.

Objectives

• Identify key indicators and methodologies for effective business management
• Apply creative and ethical approaches to problem-solving and decision-making
• Recognize strategies to enhance financial reporting and reduce operational costs

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.