Money, Mindset & Decision-Making: The Hidden Forces Behind Financial Behavior
Overview
Financial decisions are rarely driven by numbers alone. Emotions, beliefs, habits and past experiences often influence how people respond to money, even when they know what they should do. This session will help CPAs and finance professionals better understand financial behavior so they can communicate more effectively and guide more intentional decision-making.
This event is part of the following bundles:
Complete Breakfast Programs Season Pass
Multiple Events Between -
Up to 28.00 Credits
Member Price: $699
Take advantage of the most CPE and cost savings by registering for ALL the Livestream Breakfast Programs! This Season Pass includes ALL Livestream Wednesday and Friday Breakfast Programs. In addition, a three-part series on Law & Employment is being offered free for members.
Friday Breakfast Programs Season Pass
Multiple Events Between -
Up to 16.00 Credits
Member Price: $499
Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings!Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings). In addition, a three-part series on Law & Employment is being offered free for members.
Leader(s):
Leader Bios
Sherron Permashwar, Founder, The Modern Savvy CPA, LLC
Sherron Permashwar, CPA, PFS, is a Wealth Strategist, Financial Mindset Speaker, and founder of The Modern Savvy CPA, LLC. As a Certified Public Accountant and Personal Financial Specialist with nearly three decades of experience, she brings technical financial expertise together with practical, real-life strategy.
Sherron is known for translating complex financial concepts into clear and relatable guidance that audiences can apply. Her work goes beyond the numbers to explore the mindset, behaviors, communication skills, and relationships that influence financial decisions and long-term outcomes.
Through engaging storytelling and practical tools, she helps individuals and professionals move from overwhelm to clarity, from reactive decisions to intentional action, and from traditional number-focused roles to greater strategic influence. She has presented for professional and leadership audiences, including AICPA and CIMA events.
Non-Member Price $89.00
Member Price $69.00