Training and Development

Services

At Vision Strategy Group, our training programs are designed with one clear goal: to empower professionals with the practical skills, strategic thinking, and confidence needed to drive performance and achieve meaningful business outcomes.

We go beyond theory: our courses are rooted in real-world challenges and built to help leaders and teams develop the capabilities required to design and execute strategy, lead transformation, and deliver results. Whether you're strengthening your project management, modernizing finance, or enhancing strategic planning, our training equips you with the tools and mindset to move from insight to impact.

Additionally, you may qualify for a reimbursement of up to 75% of training costs*

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A PRAGMATIC APPROACH TO STRATEGIC PLANNING

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Build Strategic Plans That Inspire, Align and Drive Performance

In an era of constant disruption and evolving market demands, strategic planning must be more than a once-a- year exercise-it must be dynamic, actionable, and deeply connected to execution. Leaders need a clear line of sight from vision to results, and a framework that drives alignment, agility, and accountability.

A Pragmatic Approach to Strategic Planning is a results-oriented course designed for executives, senior leaders, and management teams looking to elevate their capabilities in strategic management. This course demystifies strategic planning and provides a step- by-step approach to building a high-impact strategic plan that adapts to change and delivers measurable value.

What Participants Learn

Key phases of the system development lifecycle (SDLC) and their application in finance
How to translate business requirements into system capabilities
Best practices for vendor selection, RFPs, and solution evaluation
Essentials of system architecture, data models, and integrations-explained for finance professionals
Strategies for managing implementation partners, internal teams, and executive sponsors
Change management, user adoption, and post-implementation performance measurement

Why Take This Course

Designed for leaders and practitioners who want strategy to drive real outcomes
Simplifies complex strategy work into actionable, practical steps
Includes real-world examples, executive templates, and facilitation tools
Strengthens your ability to align teams, focus resources, and execute with confidence
Ideal for CEOs, GMs, VPs, and strategy professionals leading change

PROJECT MANAGEMENT FOR CPAs

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Master the Tools and Techniques to Lead Finance Projects with Confidence

In today's fast-paced business environment, CPAs are no longer just number crunchers-they are strategic partners driving transformation across their organizations. Whether you're leading a financial system implementation, managing audits, driving budgeting cycles, or supporting enterprise-wide initiatives, project management skills are critical to your success.

Project Management for CPAs is a practical, engaging course designed specifically for accounting and finance professionals. It demystifies project management concepts and arms you with the frameworks, tools, and language you need to confidently manage and contribute to complex initiatives.

What Participants Learn

How to apply project management principles in a finance and accounting context
How to define clear project objectives, timelines, and deliverables
Techniques for managing stakeholders and aligning cross-functional teams, risk management, budgeting, resource planning, and change control
Governance structures and reporting mechanisms tailored for financial professionals
How to bridge the gap between technical execution and executive communication

Why Take This Course

Built by finance professionals for finance professionals every concept is grounded in real-world finance projects.
Enhance your ability to lead, influence, and communicate at the executive level
Gain practical tools and techniques you can use immediately on the job

Whether you're a CPA managing your first project or a finance leader looking to sharpen your project leadership skills, this course will elevate your effectiveness and empower you to deliver value beyond the balance sheet.

systems design and implementation for cpas

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Lead Finance System Projects with Confidence, Clarity, and Strategic Impact

As digital transformation accelerates, CPAs are increasingly at the forefront of selecting, designing, and implementing financial systems. Whether it's ERP, EPM, BI, or other financial tools, success depends not only on technical capabilities but on structured project leadership, clear business alignment, and stakeholder buy-in.

Systems Design and Implementation for CPAs is a hands-on, practitioner-led course that equips accounting and finance professionals with the critical skills to successfully lead or support system initiatives from requirements gathering and vendor evaluation to configuration, testing, and go-live.

What Participants Learn

Key phases of the system development lifecycle (SDLC) and their application in finance
How to translate business requirements into system capabilities
Best practices for vendor selection, RFPs, and solution evaluation
Essentials of system architecture, data models, and integrations-explained for finance professionals
Strategies for managing implementation partners, internal teams, and executivesponsors
Change management, user adoption, and post-implementation performance measurement

Why Take This Course

Designed specifically for CPAs involved in system modernization and finance transformation

Gain the knowledge and confidence to lead or contribute to successful system projects
Understand the language and priorities of IT while advocating for business needs
Get practical tools and techniques to drive real project outcomes

Whether you're evaluating your next ERP or leading a business intelligence rollout, this course gives you the strategic mindset and tactical toolkit to deliver systems that support real business value.

TRAINING AND DEVELOPMENT