Date/Time
1/28/2027
9:00 AM - 11:00 AM Central
9:00 AM - 11:00 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision.
In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies have broad application to organizations of all sizes, including accounting and financial service firms.
This course also examines how a changing world — particularly artificial intelligence, automation, and data-driven decision-making — are reshaping what it means to build and sustain a successful organization. Participants will learn how the core principles of visionary companies apply in today’s environment, where technology continues to change and improve daily operations.
Objectives:
Presenters:
Jason Cornell, Esq.
Field of Study:
Business Management & Organization (2)
Major Topics:
In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies have broad application to organizations of all sizes, including accounting and financial service firms.
This course also examines how a changing world — particularly artificial intelligence, automation, and data-driven decision-making — are reshaping what it means to build and sustain a successful organization. Participants will learn how the core principles of visionary companies apply in today’s environment, where technology continues to change and improve daily operations.
Objectives:
- Understand what differentiates highly successful organizations from their less successful peers, according to research
- Recognize the myths regarding organizational success
- Implement strategies to improve corporate culture and effectiveness
- Evaluate how money spent on technology can create a competitive advantage for professional service firms
- Recognize how changing client expectations impact service delivery and communication strategies
- Develop practical strategies to innovate with improvements in daily operations
Presenters:
Jason Cornell, Esq.
Field of Study:
Business Management & Organization (2)
Major Topics:
- Understand the path to creating a visionary company
- Compare the traits of successful, visionary companies to their less successful peers
- Explore the role of goal setting in creating a successful organization
- Recognize the role of experimentation and failure in achieving success
- Look at how successful organizations emphasize learning new skills
- Understand the role of effective communication in achieving corporate success
- The importance of emotional intelligence in building corporate culture
- The role of leadership in directing a company toward success
- The role of artificial intelligence and automation in modern business strategy
- How successful firms use data analytics to improve decision making and client outcomes
- Transition from compliance-based services to advisory and value-driven services
Location
Webinar
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