CFO Series: The Choice to Exit: When and How to Leave
CFO Series: The Choice to Exit: When and How to Leave
CPE Credit:
2
Overview
Description:
There comes a point in many careers where the work may still be getting done, but energy drops, growth slows, and the same frustrations repeat. The challenge is knowing whether this is temporary or a signal that it’s time to move on. This session focuses on helping professionals recognize the difference. Learn how to identify the warning signs of misalignment, evaluate whether staying is still beneficial, and avoid common traps such as comfort, fear, and over-commitment. We also provide a practical framework for planning an exit, including financial readiness, mental preparation, and professional positioning. The goal is to help you make the right decision.
Field of Study:
Business Management & Organization (2 CPE)
Instructor
Instructor:
Robert Berry, CPA
Additional Details
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization. Managers with staff.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- The risk of keeping a team member too long
- Knowing the difference between a difficult season, a team member that no longer fits, and a dead-end role
- Why successful professionals often stay too long
- Recognizing the hidden costs of staying
- Preparing financially and professionally before making a move
- How to leave without damaging relationships or your reputation
- Managing based on intentional, rational decisions instead of comfort
Learning Objectives:
After attending this presentation, you will be able to…
- Identify early and late warning signs that it may be time to change roles
- Distinguishing between temporary frustration and long-term misalignment
- Recognize common reasons why professionals stay too long
- Evaluating the risks of staying versus leaving
- Develop a structured exit plan, including financial and professional considerations
Prerequisites:
At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
CF27TCT2
Our Partners
NASBA Sponsor
CFO Series: The Choice to Exit: When and How to Leave
Course Code:
CF27TCT2
Program Level:
Intermediate
Description:
There comes a point in many careers where the work may still be getting done, but energy drops, growth slows, and the same frustrations repeat. The challenge is knowing whether this is temporary or a signal that it’s time to move on. This session focuses on helping professionals recognize the difference. Learn how to identify the warning signs of misalignment, evaluate whether staying is still beneficial, and avoid common traps such as comfort, fear, and over-commitment. We also provide a practical framework for planning an exit, including financial readiness, mental preparation, and professional positioning. The goal is to help you make the right decision.
Program Content:
The major topics that will be covered in this course include:
- The risk of keeping a team member too long
- Knowing the difference between a difficult season, a team member that no longer fits, and a dead-end role
- Why successful professionals often stay too long
- Recognizing the hidden costs of staying
- Preparing financially and professionally before making a move
- How to leave without damaging relationships or your reputation
- Managing based on intentional, rational decisions instead of comfort
Learning Objectives:
After attending this presentation, you will be able to…
- Identify early and late warning signs that it may be time to change roles
- Distinguishing between temporary frustration and long-term misalignment
- Recognize common reasons why professionals stay too long
- Evaluating the risks of staying versus leaving
- Develop a structured exit plan, including financial and professional considerations
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization. Managers with staff.
Developed By:
The Knowledge Institute, LLC
Instructor:
Robert Berry, CPA
CPE Credit:
2
Field of Study:
Business Management & Organization (2 CPE)
Prerequisites:
At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/14/2027 @ 11:00 AM
All times are Eastern Time Zone
