October 19 – November 16, 2026

Live Webcast

Financial Leadership Certificate Program: Advancing the Modern Professional Series

October 19 – November 16, 2026
Live Webcast

Build the leadership skills that accelerate career growth and strengthen professional impact.

Technical expertise is essential in today's accounting and finance profession, but it is no longer enough. As organizations adapt to evolving technologies, changing client expectations, workforce challenges, and increasing business complexity, professionals are expected to do more than deliver technical work. They must communicate effectively, manage people, lead engagements, collaborate across teams, and contribute to strategic decision making.

This five-part certificate program helps rising professionals develop the leadership, communication, and business skills needed to thrive in today's workplace and prepare for greater responsibility within their organizations.

What You'll Gain

  • Leadership and management skills including delegation, coaching, accountability, trust building, and team development
  • Stronger communication and client relationship abilities to improve influence, responsiveness, collaboration, and stakeholder engagement
  • Engagement management expertise covering workflow planning, budgeting, prioritization, and delivering quality results in deadline driven environments
  • Professional judgment and ethical decision making to navigate organizational change, emerging technologies, and complex business situations
  • Greater business and firm awareness through research, problem solving, business development insights, and a deeper understanding of organizational operations
  • Career advancement strategies that support increased responsibility, promotion readiness, and long-term professional growth

Program Format

  • 5 consecutive Mondays, 3–5 p.m. ET
  • 10 CPE credits (NYSED/NASBA) for participation in each module
  • Led by moderator Nadia Matthie, CPA and 5 guest speakers
  • Interactive: polling, round-table discussion, and a knowledge assessment
  • Digital badge of completion for those who complete each module and pass the assessment

Learning Objectives

Learning Objectives

By the end of this program, you'll be able to:

  • Apply effective management practices to support supervision, delegation, coaching, accountability, and team success
  • Communicate more effectively with clients, colleagues, and stakeholders to strengthen relationships and influence outcomes
  • Manage engagements and competing priorities while maintaining quality, efficiency, and client service standards
  • Demonstrate sound professional judgment and ethical decision making in complex and evolving business environments
  • Apply stronger research, problem solving, and business development skills to increase professional independence and organizational impact
  • Identify and develop the leadership attributes necessary for advancement into higher levels of responsibility
  • Integrate leadership behaviors into daily practice to support stronger teams, improved client outcomes, and organizational success

Major Topics

  • Module 1: Leadership Essentials: Managing People, Performance, and Professional Relationships
  • Module 2: Strengthening Client Communication and Professional Presence in Financial Engagements
  • Module 3: Managing Engagements, Priorities, and Workflow in Complex Practice Environments
  • Module 4: Ethical Judgment and Decision Making in Times of Change
  • Module 5: Developing Independence and Preparing for the Next Level of Professional Growth

Things to Know

Course Level

  • Intermediate

Provider

Foundation for Accounting Education

Available Discounts

  • Buy 5 to receive a $70.00 discount

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