This course focuses on the people side of change. No matter the cause, the result is that your staff needs to adjust to new ways of thinking, acting, and working. Change is everywhere and might be large or small. Even the smallest of changes can create fear and resistance.
We review the major reasons for change, the basic stages of change and models for change, all from the perspective of the needs of the people involved. Many examples, especially those from Finance organizations, are offered along with explanations as to what caused the change and the emotional responses of those affected by it.
Next we discuss various reactions experienced by those forced to change and, finally, we offer strategies for minimizing the negative impact of change and maximizing the effective and creative responses by those properly engaged and motivated.
Solutions are offered that engage management and staff alike.
Prerequisites
Prerequisite: Management experience
Advanced Preparation: None
Learning Objective
- Define the dynamics of organizational change as it applies to the people involved.
- Identify the types of change and the processes needed to make them successful.
- Identify the techniques management can use in leading and managing the change.
- Recognize how to respond to the needs and resistance to change experienced by those being required to make the change.
- Discover how to design the strategies and tactics that will lead to successful acceptance of change.
Last updated/reviewed: July 14, 2025
(65) Reviews
(29 rating)
I liked the course as it outlined logically some, not all, of the change issues businesses and people face. Change is hard and how we embrace it is different for everyone no matter where they are in the organisation.
I found the personality style quadrant very helpful in understanding my need for flexibility and learning "how to read the room." Much more flexibility compared to Myers-Briggs. I particularly appreciated the instructor's perspectives on how we can adapt our behaviors to work effectively work with counterparts who demonstrate different styles.
I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.
I liked how the course detailed and explained the traits and skills areas.
Terrible quiz questions....wrong tenses and unprofessional grammar (E.g. "little white lies" and "cut it"). Also, thanks for the interesting but totally irrelevant adrenal system questions.
This was a good discussion on the audit process and how it works. Explains the process that goes into the auditing of financial statements.
almost bailed when I saw it was 2014, but info is still relevant today and I did learn from it!
This course provides some great information. The topics covered are very helpful as well.
Excellent! This will lead better comunication. White spaces are realy an important.
Good overview and introduction in the terms of fraud, comprehensive slides
This was a great refresher on keeping healthy boundaries & helps identify types of boundary issues. Great class! Thanks!
Very good test, I am now SUPER good at ethics need more words to hit 50
This course would be informative for someone right out of college or someone that has been in the workforce for a number of years. It reinforces what is acceptable today and not what was acceptable in time past.
Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry
This course meets the AICPA ethics requirements for AZ CPAs and is better than some alternative courses I considered.
Good overview of various ratios that help in the financial statement analysis
If you want a good refresher or overview of ASC 606, this course provides that. If you wanted answers on how COVID impacts the application of ASC 606, this course is good at identifying questions to consider but leave many questions unanswered.
There were repeating slides in the presentation. They should be removed to make the presentation flow better.
I found this second module to be more instructive/informational than the first with more actionable information.
the final exam questions are not clearly addressed in the slides.
I liked the comparison and contrast between traits and skills and how some qualities may overlap.
Really interesting with lots of real-life examples.
I enjoyed this presentation, it provided a new insight on correcting small (and large) safety issues that are found in most businesses. You also receive guidance on ergonomics, proper lifting, etc., and who can't use that?
This course helped me strengthen my understanding of IA fundamentals.
The material is useful but the instructor is monotone,which makes it difficult to stay engaged.
The course was good. Provided general and basic information and background on subject matter making you aware of various cognitive styles, as stated in the course objectives. It is up to you to now ascertain your style and those around you to make potential adjustments that can lead to more positive, productive interpersonal relationships, including communication, empathy and caring to name a few. Good stuff that makes you "think" about how to grow and improve, and consider and address style differences. Can't ask for much more in a basic course over an hour than to lay out the context and a bit of the road map. Like other course and learning, the real work is now to apply these concepts during the journey.
Most engaging course I've taken on this site. Instructor does very well holding your attention and keeping it interesting.
This was a very interesting course with skilled presenters.
This course is a great introduction for Macro novices like myself. Notes from this course will serve as valuable reference material as I move on to more Macro classes.
Really helpful to see the side-by-side presentation with Formula based reports vs Pivot table reports
Very easy to understand and course provide a great overview with lots of examples. Highly recommend!
Further definition of the difference between what is "realistic" vs. what is "attainable" would be helpful. Give examples of where a goal is one but not the other.
I enjoyed this course. The instructor had real-life knowledge and examples that he drew from to teach the steps in the vendor negotiation process. This course went step-by-step through what to consider for your first negotiation.
I found this course to be very well presented with clear action items that I am excited to start implementing!
This was a good overview to understanding BI and offered basic tools to implement.
It seemed a little odd to spend only 10 percent of the class on solutions and not to have a section on examples of how solutions work. I think there was some of this in the rest of the course, but it wasn't explicit.
Comprehensive overview with detailed steps to a good fraud mitigation program. Instructor laid out what was to be covered and then covered it.
Pacing is too slow.
it was very helpful
Some more error rectification technique may be included in this course.
Excellent course for finance professionals.
excellent course on a much needed topic
helpful
It was helpful
A continuous play option for the video is ideal.
Great learning
pretty good course, a little dry for my taste
detailed and informative
It would be helpful if there were review slides.
Excellent!
Helpful
Excellent course
Barry needs more energy. What he says is really interesting. But his monotone presentation even had him yawning (I actually heard him yawn twice). The exam (CPE for me) was unpleasant as well. Maybe that was the intent.
Excellent Course!!
Bullet points - not the entire conversation or presentation - Please!!!!
The trainer outlined the change process and provided relevant examples and techniques how to find solutions during the change implementation.
great info
This is very informative and I come away with information that I can put in use. However, this course runs for 79 minutes and should be given more credit hours should be alloted to it.
I really like Lynn's systematic explanations, as she explores every facet of every skill needed in today's internal auditor.
I usually don't write reviews but in this case I will. I really enjoyed listening to this presenter. He is very knowledgeable and interesting and well worth my time taking this course. Thank you. Kim
l like learn about this course and subject We will follow full courses for an intense love thank you very much
jim, i am okay with him
A quick refresher of excel tips that was definitely worth my time.
Very informative course. I was suprised to find out who the most likely were to commit fraud. I think everyone would gain from taking this course. Be careful with the exam to read the question more than once before answering.
This is definitely not an introductory course. The instructor assumes that the student understands general FX terminology. While the course was structured in an easy to follow format, the context was difficult to follow given my lack of knowledge in this area. I have no idea what I learned in the last hour of taking this course!
Lesson Questions and Answers0 Questions
INTRODUCTION AND OVERVIEW
The People Side
- Change is Everywhere 8:11
- Examples of Change in a Finance Department 6:50
- Review The Basic Theories of Managing Change 10:03
- Reactions to the Change 13:14
- Examples of Reactions to Major Change 14:29
- Solutions 6:07
CONCLUSION
- Course Summary 2:31
CONTINUOUS PLAY
SUPPORTING MATERIALS
- Slides: The People Side PDF
- The People Side Glossary/Index PDF
- Bonus Article: The Inevitability of Change PDF
REVIEW & TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
Ask the instructor a question about this lesson