Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points.
DESIGNED FOR
CPAs in public practice or members in industry seeking a better understanding of analytical procedures
BENEFITS
- Understand the nature of analytical procedures
- Design and implement analytical procedures for professional engagements
- Understand the AICPA's guidance for utilizing analytical procedures in audit and review engagements
HIGHLIGHTS
- Analytical procedures in audit and review engagements
- Practical examples and illustrations of analytical procedures
- The order of operations for accomplishing analytical procedures
PREREQUISITES
Basic working knowledge of audit and review engagements and working with Microsoft Excel
ADVANCE PREPARATION
None