May 27, 2026

Webinar

4 CPE

Business Longevity: Stabilize, Strengthen, and Succeed

May 27, 2026
Webinar
4 CPE

Business Longevity: Stabilize, Strengthen, and Succeed

  • View Bio

    Instructor

    Jimmy
    Lindell

    View Bio

    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.

Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.  Jim will help you be aware and understand the answers to these issues:

Can you describe the financial health of your company?

Can you also explain what the financial health of your industry is?

Do you know your Business Cycle compared to the industry business cycle?

Do you have an executable plan?

Do you know what the competitive, legal and technological landscape is currently, and for the future?

Is your organization aligned and incentivize to be successful?

Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)

Learning Objectives

  • Critically assess where your company is right now in terms of strategic, financial operation success
  • Determine the strategic plan for the company to achieve its goals
  • Successfully implement and monitor the path to get there
  • Identify critical weaknesses that threaten your organization
  • How to use ChatGPT (Generative AI) to increase the longevity of your organization

Major Topics

  • Business Management 
  • Strategic Planning
  • The role of AI in Business

CPE Credits Available

4 CPE
4
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business Management & Organization

Advanced Preparation

None

Intended Audience

CPAs and professionals that are in management roles at companies and firms

Provider

ACPEN

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    Price includes $0.00 early registration discount(s) - expires 5/17

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    Price includes $0.00 early registration discount(s) - expires 5/17

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