Financial Acumen for Today's HR Leader

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Instructor

Jimmy
Lindell

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Jimmy Lindell

Bio

James T. Lindell, CPA, MBA
Thorsten Consulting Group, Inc. /Dousman, Wisconsin

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. .

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award.

Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.

Learning Objectives

Understand how to improve financial statement information
Understand how trends and ratios provide better long term insights into the future of the business.
Learn where to obtain benchmark information that provide unique insights into your organization.
Leverage ChatGPT (Generative AI) to improve your financial acumen to be more effective.

Major Topics

Financial Statement Insight
Trend Analysis
Financial Benchmarks

CPE Credits Available

1.2 CPE

1.2: Business Management & Organization

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Business Management & Organization

Advanced Preparation

None

Intended Audience

This course is designed for business managers and HR professionals who want to enhance their financial acumen and strengthen their ability to make informed, strategic decisions.

September 5, 2025