Skills to Succeed: Coaching Skills for CPAs, Financial Managers and Controllers

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STS4-SC  |  In Person Training  |  Intermediate  |  Scheduled

Special Notes

  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.


From the highly-rated "Skills to Succeed" series... Jim Lindell will help you raise the performance of your staff with this half-day course.

Hear what other ISCPA attendees have to say about this class and the instructor, Jim Lindell, in 2018:

  • "I really enjoyed this course! Offer more like this!"
  • "Great discussion. I really like Jim's presentation style."
  • "Great topics, instructor was extremely knowledgeable and presented materials in a manner that was easy to digest."


  • Business Management & Organization
  • Management
  • Personal Development

Designed For

CPAs and other business professionals.


Professional athletes have multiple coaches-business people rarely use coaches. Learn the coaching skills that are required to raise the performance of your staff.


  • Differences and similarities of coaching and managing.
  • The most important skill for a coach.
  • The art of getting to the root cause of any problem.
  • Coaching models and strategies.
  • How to use performance gap analysis.
  • Developing your personal style for coaching.
  • How to plan, structure and deliver effective coaching sessions.
  • Communication strategies.
  • Personality impact on coaching model.
Your Price: $160.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after August 26, 2019.

Members log in and save $50.00 on this event. Not a member? join today.


James T. Lindell

Show Bio

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. He has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. Jim has been involved in more than 40 M& A projects. He is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). Jim is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course "AICPA's Annual Update for Controllers", "Targeting the Bottom Line: Taking the Guesswork out of Financial Management". He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks".

Register for this course