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The next role: principal, not senior

$199.00
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A tailored course, built for your situation

The next role: principal, not senior

A tailored path from senior manager to principal in accounting and finance operations

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

The situation this course is for

Who this is for

Senior accounting managers in technology companies aiming for principal-level roles with expanded strategic influence and cross-functional leadership

Who this is not for

Individuals seeking promotions based solely on tenure, or those uninterested in shaping financial systems beyond their current scope

What you walk away with

  • Clarity on the specific capabilities that distinguish principal-level contributors
  • A personal roadmap to transition from execution to strategic influence
  • Frameworks to lead cross-functional initiatives without direct authority
  • Visibility builders that elevate technical accounting work to strategic conversations
  • Credible, repeatable artefacts that compound impact across teams and cycles

The 12 modules (with all 144 chapters)

Module 1. Mapping the principal threshold
Define what separates senior from principal in finance and accounting roles within high-growth tech environments.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 2. Strategic scope definition
Learn how to identify and claim ownership of high-impact domains beyond core job description.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 3. Influence without authority
Build methods to lead initiatives across teams where you don’t report to anyone involved.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 4. Architecting scalable reporting
Design financial outputs that serve multiple stakeholders without rework or revision loops.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 5. Elevating technical work
Transform detailed accounting tasks into visible strategic contributions.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 6. Building executive presence
Create communication patterns that position you as a future leader.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 7. Cross-cycle planning
Align current deliverables with future advancement opportunities.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 8. Creating leverage points
Identify where small inputs generate outsized downstream effects.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 9. Developing repeatable frameworks
Turn one-off solutions into reusable systems adopted across the organization.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 10. Visibility engineering
Design work products to be seen, understood, and valued by senior leaders.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 11. Advancement narrative
Craft a consistent story of growth that aligns with principal-level expectations.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 12. Principal onboarding
Prepare for the mindset and operational shift when stepping into the role.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12

How this maps to your situation

  • s1
  • s2
  • s3
  • s4

Before vs. after

Before
Operating at the senior level with excellent execution but limited strategic scope.
After
Positioned for principal-level roles with expanded influence, visible impact, and ownership of cross-functional financial strategy.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3-4 hours per module, designed to fit around active professional responsibilities.

If nothing changes
Continuing to deliver excellent work without expanding strategic visibility may result in plateaued growth and missed opportunities for principal-level advancement.

How this compares to the alternatives

Unlike generic leadership courses, this program is tailored to accounting and finance professionals in tech, focusing on the specific capabilities that unlock principal-level roles.

Frequently asked

Is this course relevant for someone in a public company?
Yes, the frameworks apply to senior accounting roles in public tech firms navigating complex reporting and strategic expectations.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me negotiate a promotion?
Yes, the course equips you with the capabilities, artefacts, and visibility strategies that strengthen your case for advancement.
$199 one-time. Approximately 3-4 hours per module, designed to fit around active professional responsibilities..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours