The Exchange Series: Bundle
Multiple Events Between -
(Check-In 3:00pm EST)
Eligible for 6.00 Credits
Member Price $150.00
Non-Member Price $225.00
Overview
Ready to sharpen your skills and build powerful cross-industry connections? The Exchange is a collaborative professional development series presented by MassCPAs, CFA Society Boston and the Boston Estate Planning Council (BEPC), created to help you grow.
Join us in downtown Boston for a three-part series that combines expert-led learning with high-impact networking across the accounting, finance and legal fields.
Sessions include:
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Sept. 22: From Perfectionism to Peak Performance: The Time and Energy Framework That Makes Excellence Sustainable
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Oct. 20: The H.U.M.A.N. Leadership Framework: Leading People Through a Fundamentally Different Workplace
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Nov. 17: Mastering Difficult Conversations: Delivering Feedback that Works
Earn up to 6 CPE credits while boosting your leadership skills, confidence and cross-functional impact. Whether you attend one session or all three, you’ll leave with actionable tools and a stronger, more diverse network.
Want to bring your team? Contact Julia Ekelund or Jill Foley to ask about group discounts.
This bundle contains the following events:
The Exchange: From Perfectionism to Peak Performance: The Time and Energy Framework that Makes Excellence Sustainable
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Boston
2.00 Credits
Member Price: $50
High standards can drive achievement, but perfectionism often comes at a hidden cost. Overcommitment, decision fatigue, burnout and diminishing returns can undermine both performance and well-being over time. Join us for an interactive session exploring the patterns that fuel perfectionism and the practical strategies that support sustainable excellence. Using evidence-based frameworks, guided reflection and actionable practices, you’ll learn how to: Recognize the habits and thought patterns that drive perfectionism Prioritize strategically instead of overextending themselves Set intentional boundaries around time and energy Reduce decision fatigue and increase focus Apply neuroscience-based practices that sustain long-term growth and performance Rather than lowering standards, this session will help you develop the judgment, resilience and energy management needed to perform at a high level across your entire career, not just through the next deadline or billing cycle. This session is part of a three-part series. Register for the full series here.
The Exchange: The H.U.M.A.N. Leadership Framework: Leading People Through a Fundamentally Different Workplace
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Boston
2.00 Credits
Member Price: $50
Today’s workplace is evolving faster than ever. AI and emerging technologies are reshaping how we work, teams are more dispersed and employees are navigating constant change and rising expectations. But while the workplace has transformed, many leadership approaches haven’t kept pace, resulting in a growing disconnect. In this interactive workshop, we’ll introduce the H.U.M.A.N. Leadership Framework, including five practical principles designed to help leaders build trust, adaptability, accountability and human connection in today’s workplace. You’ll leave with: A practical leadership framework you can apply immediately Tools to build alignment, adaptability and engagement across teams Strategies for leading through uncertainty and change New peer connections and a 30-day action plan to sustain momentum beyond the session Whether you formally lead a team or want to strengthen your leadership impact in your current role, this session focuses on how we show up every day, because in a rapidly changing workplace, human connection remains a critical competitive advantage. This session is part of a three-part series. Register for the full series here.
The Exchange: Mastering Difficult Conversations: Delivering Feedback that Works
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Boston
2.00 Credits
Member Price: $50
Giving and receiving feedback is one of the most important (and most challenging) skills in the workplace. Whether addressing performance concerns, navigating team tension or managing up, the ability to handle difficult conversations effectively can strengthen relationships, build trust and improve results. In this interactive session, you’ll learn practical strategies for approaching high-stakes conversations with confidence, empathy and accountability. Through real-world examples and small-group exercises, you’ll practice how to: Deliver constructive feedback clearly and respectfully Respond productively when receiving difficult feedback Manage defensiveness and emotional reactions Navigate challenging workplace dynamics with professionalism Turn difficult conversations into opportunities for growth and collaboration Leave with actionable tools and frameworks you can apply immediately in your day-to-day work. This session is part of a three-part series. Register for the full series here.
Non-Member Price $225.00
Member Price $150.00