November 16, 2026

Live Webcast

NYSED 2
•
NASBA 2

Module 5: Developing Independence and Preparing for the Next Level of Professional Growth

November 16, 2026
Live Webcast
NYSED 2
•
NASBA 2

Module 5: Developing Independence and Preparing for the Next Level of Professional Growth

This module helps participants transition from task execution to greater professional ownership and leadership. Participants learn how to strengthen research capabilities, expand their understanding of firm operations, and develop a broader perspective on client service and business development. The session focuses on the habits and behaviors that distinguish professionals who are prepared for promotion and increasing responsibility.

This product is sold as part of a series. Please use this link to complete your purchase: Catalog - Financial Leadership Certificate Program: Advancing the Modern Professional Series | NYCPA

Learning Objectives

By the end of this module, participants will be able to:

  • Strengthen research and analytical skills needed to solve complex professional issues.
  • Develop greater independence in decision making and problem solving.
  • Increase understanding of firm services, operations, and strategic objectives.
  • Identify internal subject matter experts and leverage organizational resources effectively.
  • Build a broader understanding of how different practice areas contribute to client service and client relationships.
  • Develop a deeper understanding of firm culture, business objectives, and opportunities for growth.
  • Develop a professional growth plan aligned with future leadership and promotion opportunities.

CPE Credits Available

NYSED 2
NASBA 2
2
Advisory Services (NYSED) - NYSED
2
Management Advisory Services (NASBA) - NASBA

Things to Know About This Course

Provider

Foundation for Accounting Education

This session is part of the Financial Leadership Certificate Program: Advancing the Modern Professional Series.

Register For This Event

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    Price includes $6.00 early registration discount(s) - expires 9/29

    Price includes $6.00 early registration discount(s) - expires 9/29

  • NYCPA Non-Member

    $ 95 95

    Price includes $20.00 early registration discount(s) - expires 9/29

    Price includes $20.00 early registration discount(s) - expires 9/29

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