Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level.

It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.

In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to increase your visibility instead of flying under the radar.
• Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
• How your inner critic operates and how to silence it.
• How to build a network of community support and mentoring.
• What impostor syndrome is and how it may be holding you back.

Who will benefit:

This workshop is for emerging and established female finance leaders that feel stuck and want to improve their performance and strategic impact.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Identify time wasters and adopt strategies for eliminating them
• Recognize the variety of causes of procrastination and apply techniques to overcome them
• Use practical techniques for prioritizing work
• Delegation strategies
• Incorporate wellness and stress management into your day in short increments
• Understand their energy cycles and use it to manage your schedule
• Learn techniques to decrease stress in the moment (based on neuroscience)

Who will benefit:

Professionals leading a team or project, or will be in the future.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• How to get more out of one's work
• How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines
• Example of how to develop and be challenged by your own personal bucket list

Who will benefit:

Practitioners who are seeking tips and techniques to implement to improve their work life balance.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening.

How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major subjects that will be covered in this course include:

• Three levels of listening
• Strategies to remain focused
• Building trust through listening
• Tactics to practice the Titanium Rule
• Delegating with confidence
• Establishing an accountability system

Who will benefit:

Professionals leading a team or project, or will be in the future.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level.

It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.

In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to increase your visibility instead of flying under the radar.
• Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
• How your inner critic operates and how to silence it.
• How to build a network of community support and mentoring.
• What impostor syndrome is and how it may be holding you back.

Who will benefit:

This workshop is for emerging and established female finance leaders that feel stuck and want to improve their performance and strategic impact.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major topics covered in this course include:

• Levels of conflict
• Strategies to de-escalate conflict
• Distinction between miscommunication and conflict
• Responses to conflict
• Tactics to address, rather than avoid, conflict

Who will benefit:

Professionals leading a team or project, or will be in the future

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress.

Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.
• Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.
• Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

Who will benefit:

This course is ideal for individuals seeking to improve their mental well-being or anyone experiencing stress or burnout.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

July 17, 2025, 9:00 a.m. – 3:00 p.m., CPE: 6 MU

Discover the power of change at the 2025 Women, Wealth and Wellness Conference. Join hundreds of your peers and hear from inspirational thought leaders across multiple industries as we embrace our power to overcome setbacks, break boundaries, and build the lives and careers we want.

For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization.

To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to recognize burnout and evaluate where you are on the burnout scale.
• How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.
• How mindfulness can reduce stress and save time.
• Silencing the critical inner voice.
• Tools to help you become more attuned to your needs and emotions.
• How attending to and regulating your nervous system impacts your mood and well-being.

Who will benefit:

This course is for any CPA that wants to improve their health and well-being. This course is especially for the female CPA that feels especially stressed and overwhelmed and wants concrete solutions to change the way they work and care for themselves.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Identify time wasters and adopt strategies for eliminating them
• Recognize the variety of causes of procrastination and apply techniques to overcome them
• Use practical techniques for prioritizing work
• Delegation strategies
• Incorporate wellness and stress management into your day in short increments
• Understand their energy cycles and use it to manage your schedule
• Learn techniques to decrease stress in the moment (based on neuroscience)

Who will benefit:

Professionals leading a team or project, or will be in the future.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.