August 24, 2022 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Advanced Financial Skills (8-11:30)


Is your finance department seen as a cost-center? Are you under-utilized and under-appreciated? You can change that paradigm. You can transform into a value-added, highly sought-after partner in your organization. The traditional cost center is focused on the past, preparing historical financial statement and budget- to-actual analysis. The value-adding finance department is focused on the future, helping to guide strategy, protect against risk, implementing change effectively, and becoming a trusted organizational adviser.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


When you complete this course you will be able to do the following:

  • Identify the critical skills that today's finance professionals need to add value to their team, other departments, and the company.
  • Apply the Backcasting method of strategic planning to help plan your organization's desired future.
  • Determine how to apply the Balanced Scorecard to your organization's strategy to track progress towards and achieve success faster.
  • Formulate a risk assessment to protect your organization's success and minimize the chances of failure.
  • Recall different social styles for engagement, impact, and influence.
  • Determine how to plan for, implement and manage change.
  • Choose techniques to motivate and elevate your team.
  • Use an insightful financial analysis to maintain what is working and make organizational improvements.e you will be able to do the following:

Course Level



AICPA More With This Vendor

Designed For

For finance professionals who want to develop the skills to transform the perception and elevate the impact of the finance department on the organization.


Experience in financial management.

Event Leaders

Lindell, James T.

Rating: 4.58

James T. Lindell, CPA, MBA is the president of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. He has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Lindell has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He 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. Lindell is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of FEI (Financial Executives Institute). Lindell is also a faculty member of the American Management Association and the Center for Professional Education. He is the author of the AICPA course "AICPA's Annual Update for Controllers" and a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks".

James Lindell is a recipient of the AICPA 2014 Outstanding Discussion Leader Award

More With Lindell, James T.


  • Skills for the 21st century finance department.
  • Strategic planning using the Backcasting method.
  • The Balanced Scorecard Method for aligning goals and objectives to strategy.
  • Risk identification, assessment, and mitigation.
  • How to use social styles to build stronger relationships.
  • Methods for effectively implementing change and minimizing the human pushback.
  • Preparing a financial analysis that is insightful to the users, driving improvements to the organization.
  • Hiring, managing, and retaining high-achieving employees.



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