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Webinar (CPA Crossings): CFO Series: Transition Smoothly Within the Business World


Is your role changing? Are you getting a promotion, a new job, retiring, joining a Board, or are you fresh college graduate? How can you transition smoothly and understand those who you will work with? How do you fit in, and how do you learn what to do and what not to do? Do not forget your life outside of work. It is not for your personal convenience to work when you want to. Can you have it all? How do you work with older/other/younger people? There is more to it than just being clean, well-groomed, and not distracting. Don’t judge a book by its cover. Everyone will move on to new opportunities, and this session will prepare you to move on and be successful!

Learning Objectives

After attending this course, you will be able to…

  • Fit in and become productive in a new environment
  • Recognize and accept generational differences and how to address differing lifestyle choices in the workplace
Major Topics

The major topics covered in this class include:

  • The two crucial questions to ask when taking on a new role
  • Strategies for success in the business world
  • Approaches to maintaining professionalism when others don’t
  • Ways to interact with multiple generations
  • Techniques to integrate work and social life
  • Social media recommendations
  • Learn to adapt to changing situations
CPA Crossings, LLC
Course Level
CPE Field of Study
Personal Development
Who Should Attend

Any professional interested in understanding career transitions and generational differences, including new employees. Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Accountants, Board members, advisors, and Consultants.

Robert Berry

None, preferably at least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.

Advanced Preparation


Event Information
Jun 23, 2023
9:00 am - 11:00 am MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series: Transition Smoothly Within the Business World

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