CFO Series: The Choice to Exit: When and How to Leave (Rebroadcast with Live Q&A - CPA Crossings)
Overview
There comes a point in many careers where the work may still be getting done, but energy drops, growth slows, and the same frustrations repeat. The challenge is knowing whether this is temporary or a signal that it's time to move on. This session focuses on helping professionals recognize the difference. Learn how to identify the warning signs of misalignment, evaluate whether staying is still beneficial, and avoid common traps such as comfort, fear, and over-commitment. We also provide a practical framework for planning an exit, including financial readiness, mental preparation, and professional positioning. The goal is to help you make the right decision.
This event will be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. |
Applicable for
Learning Objectives
After attending this presentation, you will be able to...
- Identify early and late warning signs that it may be time to change roles
- Distinguishing between temporary frustration and long-term misalignment
- Recognize common reasons why professionals stay too long
- Evaluating the risks of staying versus leaving
- Develop a structured exit plan, including financial and professional considerations
Content
The major topics that will be covered in this course include:
- The risk of keeping a team member too long
- Knowing the difference between a difficult season, a team member that no longer fits, and a dead-end role
- Why successful professionals often stay too long
- Recognizing the hidden costs of staying
- Preparing financially and professionally before making a move
- How to leave without damaging relationships or your reputation
- Managing based on intentional, rational decisions instead of comfort
Presenter
Robert Berry, CPAWhat is CPA Crossings?
CPA Crossings is a global leader in online professional education for CPAs and other financial professionals. Established in 2001, CPA Crossings offers scheduled webinars on a range of topics including ethics, fraud, business, personal development, technology, and other fields of study. All of these courses are developed and presented by a team of 60 instructors, recognized as experts in their respective fields of study. Note that the titles from CPA Crossings comprise both live webinars and archived recordings.Webinar FAQs
What training platform will be used?
Webinars are conducted using an online conferencing and training software application called WebEx. The client software downloads automatically after you log in to your WebEx meeting and requires no additional installation. For your first webinar, please allow a few minutes for it to load.How do I get the login information?
Once you are registered online, you will receive an email confirmation listing the WebEx instructions, link and password. This email will come from sender CPA Crossings. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If the link is not in this folder, call the CPA Crossings Webinar Hotline at 877.370.2220 ext. 1 for assistance.How do I hear the audio portion of my online training?
Once you click on the link to join the webinar, you will see a pop-up window to "Join teleconference”. Your first option is to use the telephone. Dial the number provided, enter the training session number and your attendee ID by phone, as provided in the pop-up window when prompted, then click OK. The second option is to join using the computer to listen to the audio through your computer speakers. Once you click that option, it will ask you to do an audio test, then prompt you to join the audio conference.How early may I login to my online training session?
Participants can join webinars up to 30 minutes before the webinar start time. If you are a first-time WebEx user, please join the session at least 15 minutes prior to start time to allow for WebEx configuration.Will I receive a certificate of completion?
A polling question will be asked approximately every 15 minutes to confirm that all participants are still in attendance. A participant must answer 70% of the polling questions in order to receive full credit for the webinar. You will receive your record of attendance via e-mail within 24 hours of completion of the webinar.
For more webinar FAQs, please visit their website here.
Disclosure Notice
In order to register you to the webinars hosted by CPA Crossings, it is necessary for CPABC to provide your name and email address to CPA Crossings. This information will be used solely for the purposes of providing you with CPA Crossings webinar(s)’ confirmations and reminders.
Please be advised that this course is hosted by a third-party education provider whose server may be located outside of Canada, so information such as the registrant's name and email address (where needed) may be stored there.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
CFO Series: The Choice to Exit: When and How to Leave (Rebroadcast with Live Q&A - CPA Crossings)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
There comes a point in many careers where the work may still be getting done, but energy drops, growth slows, and the same frustrations repeat. The challenge is knowing whether this is temporary or a signal that it's time to move on. This session focuses on helping professionals recognize the difference. Learn how to identify the warning signs of misalignment, evaluate whether staying is still beneficial, and avoid common traps such as comfort, fear, and over-commitment. We also provide a practical framework for planning an exit, including financial readiness, mental preparation, and professional positioning. The goal is to help you make the right decision.
This event will be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. |
Applicable for
Learning Objectives
After attending this presentation, you will be able to...
- Identify early and late warning signs that it may be time to change roles
- Distinguishing between temporary frustration and long-term misalignment
- Recognize common reasons why professionals stay too long
- Evaluating the risks of staying versus leaving
- Develop a structured exit plan, including financial and professional considerations
Content
The major topics that will be covered in this course include:
- The risk of keeping a team member too long
- Knowing the difference between a difficult season, a team member that no longer fits, and a dead-end role
- Why successful professionals often stay too long
- Recognizing the hidden costs of staying
- Preparing financially and professionally before making a move
- How to leave without damaging relationships or your reputation
- Managing based on intentional, rational decisions instead of comfort
Presenter
Robert Berry, CPAWhat is CPA Crossings?
CPA Crossings is a global leader in online professional education for CPAs and other financial professionals. Established in 2001, CPA Crossings offers scheduled webinars on a range of topics including ethics, fraud, business, personal development, technology, and other fields of study. All of these courses are developed and presented by a team of 60 instructors, recognized as experts in their respective fields of study. Note that the titles from CPA Crossings comprise both live webinars and archived recordings.Webinar FAQs
What training platform will be used?
Webinars are conducted using an online conferencing and training software application called WebEx. The client software downloads automatically after you log in to your WebEx meeting and requires no additional installation. For your first webinar, please allow a few minutes for it to load.How do I get the login information?
Once you are registered online, you will receive an email confirmation listing the WebEx instructions, link and password. This email will come from sender CPA Crossings. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If the link is not in this folder, call the CPA Crossings Webinar Hotline at 877.370.2220 ext. 1 for assistance.How do I hear the audio portion of my online training?
Once you click on the link to join the webinar, you will see a pop-up window to "Join teleconference”. Your first option is to use the telephone. Dial the number provided, enter the training session number and your attendee ID by phone, as provided in the pop-up window when prompted, then click OK. The second option is to join using the computer to listen to the audio through your computer speakers. Once you click that option, it will ask you to do an audio test, then prompt you to join the audio conference.How early may I login to my online training session?
Participants can join webinars up to 30 minutes before the webinar start time. If you are a first-time WebEx user, please join the session at least 15 minutes prior to start time to allow for WebEx configuration.Will I receive a certificate of completion?
A polling question will be asked approximately every 15 minutes to confirm that all participants are still in attendance. A participant must answer 70% of the polling questions in order to receive full credit for the webinar. You will receive your record of attendance via e-mail within 24 hours of completion of the webinar.
For more webinar FAQs, please visit their website here.
Disclosure Notice
In order to register you to the webinars hosted by CPA Crossings, it is necessary for CPABC to provide your name and email address to CPA Crossings. This information will be used solely for the purposes of providing you with CPA Crossings webinar(s)’ confirmations and reminders.
Please be advised that this course is hosted by a third-party education provider whose server may be located outside of Canada, so information such as the registrant's name and email address (where needed) may be stored there.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.