Stakeholder Value


This course is designed to enhance professional skills of accountants and finance professionals related to service delivery. We achieve this objective by providing a foundation for understand the fundamentals for successful service delivery and by establishing methodology and framework for understanding and delivering stakeholder value and building professional relationships.

These skills are pertinent to the delivery of high quality and value-added accounting and finance related professional services to clients and the creation of meaningful and effective working relationships with not only clients, but with colleagues and peers. Given an environment of increasing competition and decreasing differentiation in professional services, these fundamental concepts and skills are not only helpful, but critical to the success of organizations and their people.

In this course, we first establish the fundamentals of service delivery and the client service experience. we then introduce a framework to assist participants in defining value from their client's perspective. We outline a methodology for delivering stakeholder value and establish the connection between service delivery and effective relationship building. We also provide insight as to how these concepts are applied within teams and with colleagues.

This course is taught by a team of expert instructors from OneWest Bank and PwC LLP.

The course is intended for accounting and finance professionals that are looking to enhance their professional services skills.


Topics covered by this course include:

    Fundamentals of Service Delivery
    Fundamentals of the Client Service Experience
    Definition and Components of Stakeholder Value
    A methodology for defining and delivering stakeholder value
    Application of the concepts and methodology as applied in      client and team settings


CPE Information

Program Level: Beginner

CPE Units 4 Hours

Teaching Method

Live Class or Webcast



Advanced Preparation



Christine D. Gagnon | OneWest Bank N.A.
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Derek Kaivani | PricewaterhouseCoopers LLP
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Course Details

Duration: 4 CPE Hours

Course Level: Beginner

CPE/CPD: 4 units

Date: 10/__/2014

Start Time: 8:30 am PST

End Time: 12:30 pm PST

Location: Live Class  or Webcast

Christine D. Gagnon

OneWest Bank N.A.
Derek Kaivani
PricewaterhouseCoopers LLP

Price: $195

CPE Sponsors
The Center for Corporate Reporting & Governance at California State University, Fullerton is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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