Self-Study Course Details
Course 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.
Note: You can listen to this podcast episode on Apple or Spotify. If you listen on one of these platforms please return to this course and complete the review and exam questions for CPE credit.
Learning Objectives
- Identify the key differences between traditional accounting roles and a strategic CFO advisory mindset.
- Recognize how business drivers, cash flow, and performance metrics enable accountants to influence future business outcomes.
- Discover how systematized CFO services can create scalable value for accountants and business owners.
Prerequisites
- None
Advanced Preparation
None
Author Details
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Liz Briggson
Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience. A self-described lifelong learner, Liz is passionate about education and helping people reach their potential.
Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.
Today, in addition to being a member of Encoursa, Liz continues to practice as a licensed CPA, providing valuation and financial advisory services as part of the Adamy Valuation team.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
$15.00
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Podcast Course
From Accountant to CFO Advisor with Adam Lean
- by Liz Briggson
- Credits: 1.00
$15.00
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