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Critical Technical Skills for CFOs and Controllers WEBCAST

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00

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Overview

Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be.

Highlights

A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.

Prerequisites

Experience as an accounting or financial manager.

Designed For

Anyone who has a manager or executive leadership position in accounting of finance.

Objectives

Recognize the benefits of taking a methodical approach to strategic and business planning. Recall how to design useful key performance metrics. List common methods for analyzing financial statements. Identify how to assist in enterprise-wide risk management.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Jennifer Louis, Surgent McCoy CPE LLC

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $159.00

Member Price $129.00