
The work isn't getting smaller, but the pool of people to do it is. New CPA exam candidates fell from about 42K in 2023 to 28K in 2024, a drop of roughly a third, and college accounting graduates have hit a 20-year low, so the pipeline won't refill any time soon. Hiring your way out isn't a realistic plan. The organizations pulling ahead are getting more from the team they already have by making people more efficient and effective with technology: the automation and cloud tools already on hand, and AI put to practical use in daily work. That only happens when people have the skills to use those tools well. This session shows how to find your team's technology gaps and close them with a practical upskilling plan. Upskilling works when it's treated like any other business project, with a clear goal, a plan, and a way to measure results. You'll learn how to assess where your team's skills stand against the tools you use, decide when to train, reskill, or hire, choose training formats people will actually complete, and keep newly skilled staff engaged and growing. You'll leave with a framework for building an upskilling plan and a short list of skills gaps to tackle first.
Corporate controllers, CFOs, HR directors within the finance sector, and firm partners responsible for talent development and technology integration.
No. This session focuses on making the most of the automation and cloud tools you already have on hand, regardless of your organization's size.
Not at all. This is a basic level course designed for leaders who need to manage talent and technology, not write code themselves.
Yes. We compare upskilling, reskilling, and hiring to help you determine the best approach for your specific skills gap.
There is no advanced preparation or prerequisites required for this session. We'll start from the ground up with the current state of the accounting workforce.
We cover how to build accountability into your plan and select training formats that staff are more likely to complete and apply to their daily work.
I watched the number of new CPA candidates drop by a third in a single year and realized we can't hire our way through growth anymore. I wrote this course because I'm tired of seeing brilliant finance leaders struggle with outdated workflows while the tools to fix them sit idle on their desktops. We're going to build a bridge between the technology you already pay for and the skills your team needs to use it.
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