CORPORATE TRAINING

Leadership Programs. TAPA Institute. Workshops.

Charles Financial Strategies LLC’s leadership programs, summits, and certification training are designed to develop your workforce’s leadership and technical skills to progress professionally and personally. Our process is well-structured and employee-centric to promote the leadership skills to be productive at the workplace, to increase job satisfaction, employee retention, promotion potential, and to improve employee and company efficiency and ROI.

Leadership Hybrid Programs

Charles Financial Strategies’ leadership programs provide a platform for employees to develop their skills and become better leaders. Our programs offer opportunities for employees to learn new strategies and techniques, build relationships with other leaders in the organization, and gain valuable insight into how to become more effective decision makers.

Leadership MEQ four-month Hybrid Program

The Leadership MEQ program details the needed leadership styles and emotional intelligence to boost employee performance, increase productivity and attract, hire, and inspire individuals.

Audit Leadership Program, On-demand and Self-paced

Audit Leadership Program, On-demand and Self-paced

The Core Concepts Series provides tools for entry level to mid-managers to motivate and maintain an effective and efficient team as well as techniques for developing strong communication abilities with customers as well as within an audit team.

Transformational Audit Practitioner Apprenticeship (TAPA) Institute teaches stress techniques for self-growth to increase study performance and decrease emotional exhaustion on exam day. Also, our customized study plans, personalized tutoring services, on-demand or live individual CPA and CIA boot camps coupled with result-driven study strategies to assist our clients in pass their certification exams.

TAPA Institute

  • Skills Assessment and Customized Study Plans

    Skills Assessment and Customized Study Plans

    TAPA Institute creates a customized plan with well-defined learning activities, including your proposed study schedule, structured study and rest intervals, study targets, and recommended individual tutoring sessions, while providing flexibility for your busy life.

  • Tutoring Services

    Tutoring Services

    One-on-one customized tutoring sessions assist our clients through challenging areas to mastery. There is no memorizing answers; we want you to learn the concepts so that you can tackle any question - even the ones you have never encountered.

  • Live & On-Demand Boot Camp Courses

    Live & On-Demand Boot Camp Courses

    One-on-one learning relationships empower students to take control over their studies, have the confidence to communicate what they need, and receive the personalized attention that will enable them to succeed.

Our workshop addresses the critical roles of Emotional Intelligence in auditing and technology's impact on business, emphasizing strategic adaptation, effective data use, and the balance between innovation and standards for enhanced productivity and decision-making.

Work Shops

  • Staying Competitive

    Staying Competitive

    The workshop explores technology's impact on business, stressing adaptation to tech advancements and strategic information management. It discusses leveraging big data for insights, aligning IT with business strategies, and balancing innovation with standards, offering flexible delivery methods.

  • Audit Mindfulness

    Audit Mindfulness

    This workshop highlights EQ's role in auditing, emphasizing its effect on decision-making and audit quality. It covers emotion management, empathy in relationships, and how EQ-driven leadership boosts team collaboration and client interaction.

  • Leadership MEQ Workshop

    Leadership MEQ Workshop

    This workshop covers leadership skills, focusing on the MEQ Framework, emotional intelligence, and practical exercises. Participants will learn key traits and develop plans to enhance their leadership potential, ending with a Q&A session.