Critical Thinking Skills: For Financial Professionals

Overview

“What were they thinking?” Why do business leaders sometimes make decisions that severely damage themselves and their organizations? It is tempting to attribute poor choices to a leader’s assumed incompetence, inexperience, bad character or low intelligence – but reality is much more complex. Understand what factors really cause the most blunders. When business decisions go badly wrong, financial professionals usually find themselves deeply involved. This seminar provides conceptual and case study material to better equip you for the challenge.

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. As of April 7, 2025, the state’s Workforce Training Express Fund suspended reimbursements for training costs to Massachusetts businesses. While we don’t have a confirmed timeline for the program to resume, it will likely be sometime this summer. We will continue to monitor this closely and encourage you to visit the state’s Workforce Training website for the most current updates and guidance. 

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13327. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

• Why critical thinking skills are so important to today’s financial professionals. • How to evaluate critical elements of a leader’s decisionquality capability • How to recognize factors that can sabotage decisionmaking by even highly capable people. • How outstanding leaders use problem-finding skills to eliminate problem-solving drills • How to develop an organization’s talent for preempting threats before they become disasters • How to overcome three major decision quality obstacles: indecision, internal conflict, and time pressures

Designed For

Corporate financial managers

Objectives

This seminar provides conceptual and case study material to better equip you for the challenge.