Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
Discover the impact of mindset on financial success, uncover common mindset barriers faced by financial professionals, and acquire strategies to overcome them. Join Jami Monte, founder of Chillbooks™, as she shares her journey from corporate CPA to educator, offering invaluable insights into redefining success. This session goes beyond traditional financial advice, equipping you with actionable tips to adopt a growth mindset and enhance both financial management and personal growth.
Lessons Include:
- Introduction to Mindset and How It Impacts Our Finances
- Lesson 1: Overcoming Internalized Stereotypes/Expectations as a CPA
- Lesson 2: How to Identify and Shift Limiting Beliefs
- Lesson 3: Practical Financial Statement Analysis for the CPA Brain
- Lesson 4: Leveraging CPA Strengths in Financial Planning
- Lesson 5: Proactive Financial Planning and Forecasting
- Lesson 6: The Power of Simplification and Delegation
- Lesson 7: Reflective Practices for Continuous Improvement
- Wrap Up/Conclusion
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Key Takeaways
Upon completion of this course, you will have:
- Awareness of mindset and how it can hinder financial empowerment for CPAs and their clients.
- Practical skills for improving financial management—both mindset-related and technical tips.
- Leveraging CPA expertise by using CPA strengths to enhance financial planning and overcome common challenges.
Who Will Benefit
Self-employed CPAs or employees in consulting and financial management roles looking to enhance their ability to serve clients effectively.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Jami Monte, CPA, CGA, followed her seven-year career as a CPA in the Advertising industry, with a transition to entrepreneurship and launched Chillbooks™ - a game-changer in bookkeeping education. As TurboTax's spokeswoman for 2023 she has been featured across multiple new outlets including CP24, Globe & Mail, and BNN Bloomberg. She is passionate about empowering entrepreneurs with financial know-how and mentors CPAs while reshaping traditional firm models for a more balanced life.