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Ten Practical Topics for Financial Leaders

This course, taught by corporate veteran provides useful work tips and applications on ten financial leadership topics, delivered with dozens of real-life examples and humour.

Created byStephen Priddle
IntermediateUpdated Dec 28, 2021

What You'll Learn

  • check_circleHear about on the top 10 trouble spots for financial leaders & gain insights
  • check_circleMeasure the performance of the finance function & create a dashboard for this
  • check_circleDeal with and commission the sales force more effectively
  • check_circleAcquire some different management & leadership tips
  • check_circleReduce costs in the areas payroll, benefits, insurance & travel
  • check_circleAnd more….

About This Course

This course, taught by corporate veteran provides useful work tips and applications on ten financial leadership topics, delivered with dozens of real-life examples and humour. There is something for everyone in this course, which covers:

  1. The top 10 trouble spots for financial leaders, with a discussion & mitigation tips
  2. Measuring the performance of the finance function – most of you don’t do this
  3. Dealing with the sales department – who often don’t listen!
  4. Insurance tips – rarely covered in courses
  5. Some different management & leadership tips
  6. Finding economic predictors for your organization
  7. Payroll & benefits tips – reducing this cost
  8. Financial forecasting keys
  9. Travel cost-saving tips
  10. What every CEO needs in a financial leader

WHO WOULD BE INTERESTED

The course is aimed at accountants in leadership positions, such as Controllers, CFOs, and directors of finance, as well as accountants in public practice or consulting, who advise clients. It is also helpful for accountants moving toward these roles.

PAST FEEDBACK

• In a nutshell, it felt like a lunch and lunch discussion with a very knowledgeable colleague or friend. • Great course it felt honest and compelling. I feel a lot of CPA courses try to over-explain things. This course somehow distilled lots of great info in a quick, easy, and entertaining way. Looking forward to seeing more. • Nice course good presentation had fun • I liked the fact that it was very informative and easy to follow • Slides were clear and concise. • Overall, the course was interesting with lots of valid and useful information. • I’ve also noted some interesting information about the INSURANCE portion of this video. Little details that might not be so forthcoming when looking for the best coverage or when faced with unexpected ‘’life hacks’’ • I appreciated the tone used throughout the video making the viewer (me) interact with even though it’s not a live conference. (Humour and friendly behavior of the host). The host made his experience and knowledge relatable with anecdotes and ‘’stories’’ • I really enjoyed the course and the humour that was a part of it. It was engaging and was not a drag to watch - unlike some other training videos I have watched. • I will say that I got a lot out of the course and am going to try and implement the tips and tricks into my career as I progress through the management track. • I think the format of the course and the amount of time spent on each topic is perfect. • Very interesting course! It's refreshing to have a course that covers "real work experiences" that probably all accountants in the industry have also experienced (or will at some point in time). I will definitely be more vigilant on certain items that were covered. I really liked the touch of humour of the instructor which made the video engaging.

Course Content

7 activities • 7 videos • duration: 3h 57m

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Lesson 1- Introduction, trouble spots for financial leaders Part 1, dealing with sales-Part11 videos • 36 min
  • videocamLesson 1
    Duration 36:25
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Lesson 2 - More dealing with sales, including commissions & some different leadership tips-Part11 videos • 36 min
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Lesson 3 - More different leadership tips, the annual review, economic predictors for your business/organization, what every CEO needs from finance leaders & insurance tips-Part11 videos • 38 min
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Lesson 4 - Insurance, financial forecasting, payroll & benefits cost savings-Part11 videos • 36 min
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Lesson 5 - Travel cost saving tips-Part11 videos • 29 min
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Lesson 6 - Measuring & dashboarding finance performance and the Top Ten Trouble Spots for Financial Leaders-Part11 videos • 27 min
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Lesson 7 - The Top Ten Trouble Spots completed-Part11 videos • 33 min

Your Instructor

Stephen Priddle

menu_book32 courses
star6,724 reviews

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD, Courses for Accountants. Stephen is also the Vice-President, Finance & CFO of Fidus Analytics Inc.  In addition, he is a Board member, co-owner and Corporate Secretary of the SureWx group of companies, a global aviation business, which he was the CFO for 12 years previously. An engaging and experienced instructor, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses which have been attended by nearly 38,000. When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting storyteller, who draws out the lessons from the stories. Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He has been a Session Leader in the CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy CA, CMA and CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations. Stephen has nearly 40 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his courses, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics. Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
160 reviews
  • TC
    Tsitsi C.
    starstarstarstarstar

    Good examples to work with.

  • MR
    Mikel R.
    starstarstarstarstar

    A great overview for "a new CFO"

  • LS
    Lisa S.
    starstarstarstarstar

    Helpful tips and entertaining delivery.

  • DE
    Daniel E.
    starstarstarstarstar

    lots of practical, analogies and stories from real-life experiences

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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