Gaining a Competitive Advantage Critical Skills for CFOs and Controllers

Overview

Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity, and tracking key financial metrics supported sustainable growth, improved efficiency, and enhanced work-life balance, while strengthening client relationships and long-term firm viability.

Highlights

• Organizational value
• Balance sheet value, investor value, and societal value
• Data driven organization
• Cybersecurity functions
• Cybersecurity threats
• ESG
• Responsible investing

Prerequisites

Basic knowledge of corporate finance.

Objectives

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.