( ENSPIRE Business ) Dr. Sabine Charles Announces 2024 Professional Summits And Events
ENSPIRE Contributor: Gabrielle Maya
Charles Financial Strategies LLC is a certified Minority-Owned and Woman-Owned business dedicated to delivering top-notch consultative services. Established in 2011 by Dr. Sabine Charles, this firm is celebrating 12 years of providing clients with internal audits, risk assessment, and corporate training. Charles Financial Strategy’s services are crafted and incorporate three key components: Business Strategies, Science of Human Behavior, and Education. Business strategies involve identifying and executing action plans to foster business growth. The 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 toward leadership success in the workplace.
Charles Financial Strategies provides six top services to its clients and businesses. The Fractional Chief Financial Executive helps companies with internal audits and recommends areas for improvement within the organization. In addition, the Quality Assurance Review provides clients with consultative services for 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 gives clients scenarios for dealing with potential risks and the appropriate response to an online security risk.
Furthermore, the Fraud Risk Assessment reviews a company’s risk for fraud. It provides solutions to avoid fraud scenarios before a client deals with issues about misappropriation of assets, collusion, and misrepresentation of financial reporting.
Lastly, Enterprise Risk Management (ERM) explores potential threats and solutions, as well as the appropriate strategy and response to a possible threat.
To celebrate 12 years, the firm has announced five upcoming professional development summits and events. Firstly, the Leadership MEQ (Mindset, Emotional Intelligence, and Leadership Qualities) is a hybrid course equipped with knowledge focusing on three key elements: mindset, emotional intelligence, and leadership qualities – to help executives become influential leaders. Secondly, the Audit Leadership Program helps enhance the skills and knowledge of audit leaders through internal audit reports, transforming internal audit functions and investigative report writing. In addition, the Pass The CPA Exam Summit will offer insights to help you crack the CPA exam, featuring a lineup of keynote speakers providing CPA Bootcamps and eight-hour private or group sessions to help assist, all happening in June of 2024.
Furthermore, the Level-Up Internal Audit Summit will explore people, processes, and technologies within the internal audit profession. With new tactics to ensure heightened understanding and application of the latest advancements in this field, the summit will begin in October 2024. Lastly, the Gratitude and Growth Retreat will be at the St. Croix, U.S. Virgin Islands, from October 23 to October 25, 2024. A three-day retreat for leaders featuring 11 growth-focused development sessions to help fine-tune communication style relationship building and enrich your professional careers.
ENSPIRE spoke with Dr. Sabine Charles about the creation of Charles Financial Strategies, their consultation services, the struggles professional leaders in business face, the 2024 professional summits and events and more!
Tell us Your Story of How You Created Charles Financial Strategies LLC.
I founded Charles Financial Strategies LLC to combine my vast experience in internal auditing and risk assessment with my passion for empowering leaders. Our firm addresses the challenges organizations face today, offering a blend of personalized consulting, strategic risk management, and innovative leadership training. This approach is built on our core values: integrity, diversity, and excellence in service, aiming to transform businesses and cultivate industry leaders.
What Makes Our Consultation Services Stand Out?
We are unique at Charles Financial Strategies LLC because we offer clients a personalized approach with our consulting services and professional development courses. We understand that each client has unique financial, operational, and professional development goals and challenges.
Our services stand out because of our deep commitment to understanding our client’s needs and crafting tailored strategies that align with personal and professional objectives. Moreover, we integrate innovative tools and methodologies, keeping pace with the evolving financial landscape. Our team comprises industry experts who offer expert advice and mentor clients, fostering a culture of informed decision-making.
What are some everyday struggles many professional leaders in business and finance go through that are common and can be remedied?
Professional leaders often face challenges related to emotional intelligence and leadership skills. The Leadership MEQ (Mindset, Emotional Intelligence, and Leadership Qualities) approach addresses these issues by enhancing leaders’ mindfulness, emotional intelligence, and quotient. It helps business and finance leaders navigate their roles with greater awareness, empathy, and strategic insight, leading to improved decision-making and team dynamics.
What do you hope the Professional Summits and Events of 2024 accomplish besides what Charles Financial Strategies offers?
In 2024, we aim for our professional summits and events, including the Leadership MEQ course, Gratitude and Growth, Level UP Internal Audit Summit, and Virtual Pass Your CPA Exam and CPA retreat, to provide unparalleled value beyond what Charles Financial Strategies LLC already offers. We hope these events catalyze professional growth, networking, and innovation. We aim to enhance the community’s collective business acumen and leadership skills by fostering a community of leaders keen on self-improvement and strategic development.
Our Signature Events Are Listed Below:
- Leadership MEQ Hybrid Course: This course enhances the emotional intelligence of business leaders, enabling better management skills, decision-making, and team dynamics.
- Gratitude and Growth in St Croix: is a transformative event focusing on leadership and personal development. This summit is committed to enhancing leadership skills, emotional intelligence, and personal growth.
- Level UP Internal Audit Summit: This unique event aims to transform traditional audit roles into strategic, forward-thinking business components through gratitude and growth mindsets.
- Virtual Pass Your CPA Exam: An intensive, supportive program designed to help professionals pass their CPA exams with a structured approach and expert guidance.
- CPA Retreat in St Croix: This is an opportunity for CPAs to unwind, network, and learn in a relaxing environment while earning CPE credits and enhancing their professional skills.
These events, repeating annually, are not just about learning new trends; they are about experiencing a transformation in how you view and manage your professional and financial life.
Each event is crafted to provide a distinct experience that aligns with our core mission: to empower financial professionals and business leaders through education, strategy, and community. We believe that attendees will gain the knowledge, skills, and networks needed to elevate their careers and financial well-being by participating in these events.
JASA and IMPACTability are charitable causes Charles Financial Strategies supports and stands by.
Charles Financial Strategies. LLC supports several charitable causes:
JASA: A leading agency serving older adults in NYC, offering a wide range of services, including housing, health, legal services, and social programming.
IMPACTability: Advocates for employment opportunities for college students with disabilities, offering career readiness and mentoring programs.
Charles Financial Strategies is committed to philanthropy, and the firm donates 10 percent of its income to two 501 © charitable causes. With over 50 years of experience, JASA is a leading expert in aging services. It provides 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 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.
In 2016, Charles Financial Strategies established a corporate training division called TAPA Institute to help professionals pass certification exams such as CPA, CIA, and other accounting and auditing certifications. Charles Financial Strategies also offered insightful analysis and recommendations to strengthen organizational value and guide professionals toward industry excellence. They provide crisis plans to alleviate risk and help companies meet objectives.
To learn more about the firm’s services for internal audit, risk assessment, and corporate training, visit Charles Financial Strategies LLC. To learn more about JASA and IMPACTability, visit https://www.jasa.org/ and https://www.impactabilityusa.org/.
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