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Tuesday, November 28, 2023 Live Webcast

Advanced Financial Skills (E2311462)

8:45 AM - 12:15 PM EDT

Registration: 8:30 PM EDT

webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Is your finance department seen as a cost-center? Are you under-utilized and under-appreciated? You can change that paradigm. You can transform into a value-added, highly sought-after partner in your organization. The traditional cost center is focused on the past, preparing historical financial statement and budget to-actual analysis. The value-adding finance department is focused on the future, helping to guide strategy, protect against risk, implementing change effectively, and becoming a trusted organizational adviser.

DESIGNED FOR

Finance professionals who want to develop the skills to transform the perception and elevate the impact of the finance department on the organization

BENEFITS

  • Identify the critical skills that today’s finance professionals need to add value to their team, other departments, and the company.
  • Apply the Backcasting method of strategic planning to help plan your organization’s desired future.
  • Determine how to apply the Balanced Scorecard to your organization’s strategy to track progress towards and achieve success faster.
  • Formulate a risk assessment to protect your organization’s success and minimize the chances of failure.
  • Recall different social styles for engagement, impact, and influence.
  • Determine how to plan for, implement and manage change.
  • Choose techniques to motivate and elevate your team.
  • Use an insightful financial analysis to maintain what is working and make organizational improvements.

HIGHLIGHTS

  • Skills for the 21st century finance department
  • Strategic planning using the Backcasting method
  • The Balanced Scorecard Method for aligning goals and objectives to strategy
  • Risk identification, assessment, and mitigation
  • How to use social styles to build stronger relationships
  • Methods for effectively implementing change and minimizing the human pushback
  • Preparing a financial analysis that is insightful to the users, driving improvements to the organization
  • Hiring, managing, and retaining high-achieving employees

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in financial management

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA
(4.7)

AICPA/Professional Development Institute

Jennifer H. Elder, CSP, CPA, CGMA, CSCA, CMA, CIA, CFF  Westfield, Vermont  Jennifer Elder, CSP, CPA is an executive coach who helps smart professionals transform from technically talented to strategically savvy.  If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. As a keynote speaker, Jennifer has presented to over 15,000 people in all 50 states and 12 countries.  Her clients include KPMG, RSM, Home Depot, Campari, Experian, HP and Oracle. 

Jennifer started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in various industries including homebuilding, technology, and insurance. 

Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.  Jennifer is the co-author of “Faster Disaster Recovery” published in 2019 by John Wiley and Sons. She has also been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance. 

In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP).  Making her one of only 15 people worldwide who hold both the CPA and CSP designations.  CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018.  

She served on the board of the New Hampshire Board of Accountancy and the Northeast Regional Council of the IMA, and Jennifer currently chairs the CSP Committee of the National Speakers Association. 

PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA