From Accountant to CFO Advisor with Adam Lean

Earn CPE for this Episode here: From Accountant to CFO Advisor with Adam Lean Inaugural Episode (1 Free CPE): Revisiting Enron

Episode Description In this episode of the Encoursa CPE Podcast, Adam Lean—CEO and co-founder of The CFO Project—shares his journey from traditional accounting roles to entrepreneurship and advisory leadership. Through real-world examples, Adam explains why many accountants feel limited in transactional roles and how shifting to a CFO mindset allows professionals to drive meaningful business outcomes.

Participants will explore how business drivers, cash flow, and operational metrics enables accountants to move beyond historical reporting and into forward-looking advisory services. This session also highlights how systematized CFO services can create scalable value for both accountants and the clients they serve.