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Wednesday, April 22, 2026 Live Webcast

Business Longevity: Stabilize, Strengthen, and Succeed (X4-7375509)

10:00 AM - 2:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.  Jim will help you be aware and understand the answers to these issues:

Can you describe the financial health of your company?

Can you also explain what the financial health of your industry is?

Do you know your Business Cycle compared to the industry business cycle?

Do you have an executable plan?

Do you know what the competitive, legal and technological landscape is currently, and for the future?

Is your organization aligned and incentivize to be successful?

Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)

DESIGNED FOR

CPAs and professionals that are in management roles at companies and firms

BENEFITS

  • Critically assess where your company is right now in terms of strategic, financial operation success
  • Determine the strategic plan for the company to achieve its goals
  • Successfully implement and monitor the path to get there
  • Identify critical weaknesses that threaten your organization
  • How to use ChatGPT (Generative AI) to increase the longevity of your organization

HIGHLIGHTS

  • Business Management 
  • Strategic Planning
  • The role of AI in Business

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA
(4.7)

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

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