Celebrate 12 Years With Charles Financial Strategies – Innovative Professional Development Courses and Summits Help Executives Lead With Excellence

By Grit Daily Staff Grit Daily Staff has been verified by Muck Rack's editorial team
Published on March 4, 2024

Charles Financial Strategies LLC celebrates 12 years providing clients with internal audits, risk assessment and corporate training.   New innovative professional developments summits enable professionals to advance their skills and stay on top of the latest trends.

Charles Financial Strategy’s services are uniquely crafted, incorporating three key components – Business Strategies, Science of Human Behavior, and Education.

  • Business Strategies that involve identifying and executing action plans to foster business growth, 
  • Science of Human Behavior incorporates several disciplines such as emotional intelligence, psychology, and neuroscience to comprehend human behavior. 
  • Education initiatives employ diverse learning techniques to educate, motivate, and guide professionals towards leadership success in the workplace. 

Charles Financial Strategies services revolve around comprehensive reviews, risk assessments, and corporate training, with a mission to offer insightful analysis and recommendations that strengthen organizational value and guide professionals towards industry excellence.  In 2016, the firm established a corporate training division called TAPA Institute, to help professionals pass certification exams such as CPA, CIA, and other accounting and auditing related certifications. 

To celebrate its 12 year anniversary, the Charles Financial Strategies LLC announces these upcoming professional development summits and events. 

  • Leadership MEQ (Mindset, Emotional Intelligence, and Leadership Qualities) hybrid course equips professionals with the necessary skills and knowledge to excel in organizational leadership. The course focuses on three key elements – Mindset, Emotional Intelligence and Leadership Qualities – to help executives become effective leaders.  This course can be completed in 16 steps, at your own pace including a pre-workshop evaluation, emotional intelligence assessment, customized coaching sessions and four group sessions.
  • Audit Leadership Program consists of six modules designed to enhance the skills and knowledge of audit leaders. Courses cover topics such as team engagement strategies, gathering appropriate audit evidence, crafting effective internal audit reports, transforming internal audit functions, auditing information security, and investigative report writing.  Participants have the flexibility to purchase individual courses separately or the entire program.  Additionally, there is an option for a foundational understanding through the Audit Fundamentals, Internal Audit Core, and Investigations for Auditors courses, offered at the best price.
  • Pass The CPA Exam Summit June 2024 promises key insights and breakthroughs to help you crack the CPA exam. The summit features a diverse lineup of keynote speakers, offering multiple perspectives on tackling the exam. In addition to the summit, Charles Financial Strategies subsidiary, TAPA Institute,  provides CPA Bootcamps, intensive eight-hour private or group sessions, and one on one sessions to help individuals pass the CPA exam. 
  • Level-Up Internal Audit Summit – October 2024 –  explores the realms of people, processes, and technologies within the internal audit profession. The summit offers insights into employing new tactics to consistently deliver value-added services to your constituents, ensuring a heightened understanding and application of the latest advancements in the field.
  • Gratitude and Growth Retreat – October 23 to October 25, 2024 — St. Croix, U.S. Virgin Islands will be the setting for a three day retreat for leaders.   The retreat features 11 growth focused  professional development sessions to help professionals fine tune their communication style, build lasting relationships and acquire essential skills to enrich your professional career.  There will also be yoga and meditation sessions during this retreat.  The Leadership MEQ professionals programs provide executives with the knowledge and mindset needed for success in leadership roles.

In addition to the corporate training, Charles Financial Strategies LLC provides key services to provide companies with a crisis plan to mitigate risk and help companies meet its business objectives.

  • Fractional Chief Financial Executive to help companies with internal audits, as well as make recommendations about areas for improvement within the organization.  
  • Quality Assurance Review provides clients with consultative services as it pertains to internal audits to ensure companies adhere to industry standards.
  • Environmental Social Governance (ESG) Auditing helps companies embrace sustainable and ethical business practices.
  • Information Security Risk Assessment provides clients with scenarios on how to deal with potential risks and the appropriate response to an online security risk.
  • Fraud Risk Assessment reviews a company’s risk for fraud and provides solutions to avoid any fraud scenarios before a client has to deal with issues pertaining to misappropriation of assets, collusion, and misrepresentation of financial reporting.
  • Enterprise Risk Management (ERM) explores potential threats and solutions and the appropriate strategy and response to a potential threat

Charles Financial Strategies Philanthropic Causes

In addition to the firm’s core services, Charles Financial Strategies is committed to philanthropic and the firm donates 10 percent of her income to two 501 © charitable causes – JASA and IMPACTability. 

  • With over 50 years of experience, JASA is a leading expert in aging services, providing critical support services, interventions, and partnerships that empower older adults to age with purpose while remaining in their homes and communities. JASA’s comprehensive offerings include affordable housing, licensed home care, legal services, mental health support, home-delivered meals, and various community programs.
  • IMPACTability advocates for equal access to employment opportunities for college students with disabilities. Through career readiness and mentoring programs, IMPACTability empowers students to overcome workforce barriers and become self-advocates in pursuing their career goals. 

To learn more about the firm’s services for internal audit, risk assessment and corporate training, visit Charles Financial Strategies LLC 


About Charles Financial Strategies LLC

Established in 2011 by Dr. Sabine Charles, Charles Financial Strategies LLC  provides clients with internal audit consulting, risk assessments, and corporate training, all aimed at enhancing organizational value and excellence in the industry.

Charles Financial Strategies empowers clients with knowledge and insights, focusing on personnel training and a consultative approach in internal audit consulting.  The firm is a certified Minority-Owned and Woman-Owned business dedicated to delivering top-notch consultative services. 

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