CPE Course Critical Thinking Skills: For Financial Professionals

May 26, 2021

8:30am — 12:30pm


Member Price $129.50Register after May 5 and pay $139.50
Non-member Price $179.50Register after May 5 and pay $189.50

Curriculum Management, Organization, Other

Field of Interest Business Management, Business Organization, Other

Level Intermediate

Designed For

Corporate financial managers


“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.



•Why critical thinking skills are so important to today’s financial professionals.
• How to evaluate critical elements of a leader’s decision quality capability
• How to recognize factors that can sabotage decision making 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

Cases and Group Discussion
This seminar includes group discussion of three exercises or case studies.


Paul Harrison, MBA, CPA, CFP

Paul R. Harrison, MBA, CPA, CFP® is a veteran financial professional with industry experience in securities, financial planning, and software. Today, he teaches accounting at the University of Denver and has a CPA practice focusing on financial accounting, tax, fraud prevention and ethical management. Paul has an MBA from the University of Colorado and lives in Denver.close


Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.


The Knowledge Institute

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