From Accountant to CFO Advisor with Adam Lean

Technology Skills for Today’s CPA with Derek Henry

Earn CPE for this Episode here: Technology Skills for Today’s CPA with Derek Henry [https://encoursa.com/self-study-courses/wqxp1oqp/technology-skills-for-today-s-cpa-with-derek-henry] Inaugural Episode (1 Free CPE): Revisiting Enron [https://encoursa.com/self-study-courses/3q42roqx/revisiting-enron-how-the-accounting-world-got-turned-upside-down?utm_source=Podcast&utm_medium=Podcast&utm_campaign=Podcast_Enron] Checkout Excelevate: https://excelevate.co/wp/   Episode Description In this episode of the Encoursa CPE Podcast, Derek Henry will discuss how accounting and finance professionals can modernize financial operations by embracing automation, stronger technology skills, and continuous process improvement. The discussion will highlight practical ways to identify inefficient manual processes, demonstrate the value of small technology wins, and use tools such as ERP systems, AI, and workflow automation more effectively.  Participants will also learn how accountants can shift from transaction processing to strategic business partnership by freeing up time for analysis, insight generation, and cross-functional collaboration. The session emphasizes the importance of lifelong learning, thoughtful adoption of emerging technology, and building finance teams that are empowered to work efficiently and provide greater value to the business.

Construction Accounting and Beyond: Building a Niche with Nicole Landau

Earn CPE for this Episode here: Construction Accounting and Beyond: Building a Niche with Nicole Landau [https://encoursa.com/self-study-courses/2qor2vzp/construction-accounting-and-beyond-building-a-niche-with-nicole-landau] Inaugural Episode (1 Free CPE): Revisiting Enron [https://encoursa.com/self-study-courses/3q42roqx/revisiting-enron-how-the-accounting-world-got-turned-upside-down?utm_source=Podcast&utm_medium=Podcast&utm_campaign=Podcast_Enron]   Episode Description In this episode of the Encoursa CPE Podcast, Nicole Landau discusses how accounting professionals can build deep expertise by focusing on a specific industry niche. Using construction accounting as a case study, Landau explains how specialization enhances client value, strengthens professional positioning, and creates new advisory opportunities. Participants will explore how niche expertise develops over time, why industry-specific knowledge matters, and how accountants can differentiate themselves in competitive markets. The session also highlights practical considerations for working within specialized industries and delivering more meaningful client insights.

Leading with Integrity with Stephanie Bowie

Earn CPE for this Episode here: Leading with Integrity with Stephanie Bowie [https://encoursa.com/self-study-courses/1z83mvqo/leading-with-integrity-with-stephanie-bowie] Inaugural Episode (1 Free CPE): Revisiting Enron [https://encoursa.com/self-study-courses/3q42roqx/revisiting-enron-how-the-accounting-world-got-turned-upside-down?utm_source=Podcast&utm_medium=Podcast&utm_campaign=Podcast_Enron]   Episode Description In this episode of the Encoursa CPE Podcast, leadership expert and CPA Stephanie Bowie discusses how accounting professionals can strengthen their leadership impact through ethical decision-making, communication awareness, and professional development. Drawing on her experience in leadership training and organizational development, Stephanie explains how personal leadership style and ethical awareness influence workplace culture and professional effectiveness.

From Accountant to CFO Advisor with Adam Lean

Earn CPE for this Episode here: From Accountant to CFO Advisor with Adam Lean [https://encoursa.com/self-study-courses/wzn4v2zr/from-accountant-to-cfo-advisor-with-adam-lean] Inaugural Episode (1 Free CPE): Revisiting Enron [https://encoursa.com/self-study-courses/3q42roqx/revisiting-enron-how-the-accounting-world-got-turned-upside-down?utm_source=Podcast&utm_medium=Podcast&utm_campaign=Podcast_Enron]   Episode Description In this episode of the Encoursa CPE Podcast, Adam Lean—CEO and co-founder of The CFO Project—shares his journey from traditional accounting roles to entrepreneurship and advisory leadership. Through real-world examples, Adam explains why many accountants feel limited in transactional roles and how shifting to a CFO mindset allows professionals to drive meaningful business outcomes. Participants will explore how business drivers, cash flow, and operational metrics enables accountants to move beyond historical reporting and into forward-looking advisory services. This session also highlights how systematized CFO services can create scalable value for both accountants and the clients they serve.

Transforming the Audit Experience with Dave Mundy

Earn CPE for this Episode here: Transforming the Audit Experience with Dave Mundy [https://encoursa.com/self-study-courses/nz93wvzx/transforming-the-audit-experience-with-dave-mundy] Inaugural Episode (1 Free CPE): Revisiting Enron [https://encoursa.com/self-study-courses/3q42roqx/revisiting-enron-how-the-accounting-world-got-turned-upside-down?utm_source=Podcast&utm_medium=Podcast&utm_campaign=Podcast_Enron]   Episode Description In this episode of the Encoursa CPE Podcast, AuditDashboard founder and CEO Dave Mundy shares insights from his career as an auditor, audit client, controller, and technology entrepreneur. Dave explores the challenges inherent in audit workflows, the evolution of client expectations, and the shift from reactive customer service to proactive client experience design. Participants will learn why firms struggle with outdated processes, how remote work has reshaped audit delivery, and what leading firms are doing to improve collaboration, efficiency, and client satisfaction.