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Coaching Skills for CPAs, Controllers and Financial Managers

Total Credits: 4 including 4 Personal Development

Average Rating:
ACPEN Industry Institute |  Industry |  Personal Development
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Professional Athletes have multiple coaches - business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees. Coaching Model / Strategies Successful Communication Techniques Root Cause Analysis Performance Gap Analysis Personality impact on coaching model.

Basic Course Information

Learning Objectives
  • Understand how coaching and managing are similar and dissimilar
  • Learn the most important skill for a coach
  • Learn the art of getting to the root cause of any problem
  • Learn various Coaching strategies – including neuro-linguistic programming techniques for enhanced coaching techniques and coaching results
  • How to use performance gap analysis

Major Subjects
  • Coaching
  • Effective Communication

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products


Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area.  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.

Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.

Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.


Wed, May 12, 2021 - 11:00am to 02:43pm CDT
Thu, May 27, 2021 - 01:00pm to 04:43pm CDT
Fri, Jun 11, 2021 - 03:00pm to 06:43pm CDT
Tue, Jun 22, 2021 - 10:00am to 01:43pm CDT
Thu, Jul 08, 2021 - 06:00pm to 09:43pm CDT
Mon, Jul 19, 2021 - 09:00am to 12:43pm CDT
Tue, Aug 10, 2021 - 11:00am to 02:43pm CDT
Thu, Aug 26, 2021 - 01:00pm to 04:43pm CDT
Tue, Sep 14, 2021 - 10:00am to 01:43pm CDT
Wed, Sep 29, 2021 - 03:00pm to 06:43pm CDT
Wed, Oct 06, 2021 - 09:00am to 12:43pm CDT
Tue, Oct 19, 2021 - 11:00am to 02:43pm CDT
Wed, Nov 10, 2021 - 01:00pm to 04:43pm CST
Thu, Nov 18, 2021 - 06:00pm to 09:43pm CST
Fri, Dec 10, 2021 - 10:00am to 01:43pm CST
Mon, Dec 27, 2021 - 09:00am to 12:43pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Corporate financial managers and anyone who wants to help their company continuously improve
Original Recording Date 02/06/2018
Yellow Book No
Course Developer James T. Lindell

Additional Information

Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 136


Carrie O

"This was my first course with ACPEN and I thoroughly enjoyed the speaker, topic, and platform."

Neal K

"Very good speaker one of the best ever that I have taken"

Christine W

"Jim is a great presenter and very knowledgeable, professional and easy to follow! "

Aycha S

"Great presenter"

Elizabeth H

"Well done. Very informative. Thank you."

Julie W - Claremont, Minnesota

"Very good. Relevant material for both business and personal relationships. Thank you Mr. Lindell. I really like the format of ACPEN's webinars. Well done."

Andrew G

"Like the combination of competence, compassion and humility in the speaker. Great job. Thank you."

Kovach Jeffrey Michael K

"Great information!"

Mayumi T - Cutler Bay, Florida

"This is very important information for me to keep practice going"

Forsman W

"Good course! Lots of resource information. "

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