The ICPAS Strategy Academy is a multi-day, case-based program, primarily focused on professionals in corporate finance who work in accounting, tax, or financial planning and analysis, and is designed to help develop the skills and competencies needed to become a strategic business advisor.

At the completion of the Strategy Academy, learners will be able to move beyond a “traditional accounting mindset” and proactively provide strategic insights to help their organization become more profitable.  

Strategy Academy

The Details:

Session 1: August 15, 2023
Strategy Frameworks Lab
  • Learn about various strategy frameworks and understand how to identify what drives a business’s value, growth, and profitability.
  • Focus on the use of the Return Driven Strategy framework.
  • Apply and assess the Return Driven Strategy framework to provide strategic insights to improve a business’s profitability and value.

Session 2: August 16, 2023
Value Drivers Lab
  • Understand the concept of “value drivers.”
  • Learn to identify the specific value drivers for a given business.
  • Determine the value drivers most relevant to that business’s profitability.
  • Calculate, assess and analyze how those value drivers impact profitability and growth.
  • Develop a value drivers scorecard that identifies key strategic financial metrics.

Session 3: August 29, 2023
Capstone Case Preparation
  • Work in small groups to apply the learnings from Sessions 1 and 2 to your assigned business:
  • Apply and assess the Return Driven Strategy Framework.
  • Identify the value drivers.
  • Determine which value drivers are most impactful to the business.
  • Assess the identified value drivers.
  • Develop recommendations to improve profitability and growth.
  • Develop your capstone case study report.

Session 4: August 30, 2023
Capstone Case Report Delivery and Assessment
  • Complete your capstone case study report.
  • Present your team’s case study, including strategic analysis and recommendations.
  • Receive feedback on the analysis and recommendations.
  • Discuss how to implement the program learnings in your firm and address the barriers to success.


Illinois CPA Society, 550 W. Jackson Blvd., Suite 900, Chicago, IL
$4,000 for entire program
32 credits

Applicants will be notified of their acceptance into the Strategy Academy program upon approval of their application.

The application deadline is July 1, 2023.


Questions, comments, feedback

Gayle Floresca
Senior Director, Education | 312.517.7618