Course

Advanced Financial Skills

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Event Details

Thursday, August 26, 2021

8:00am – 11:30am
(Registration: 7:30am)

Location

Hilton Garden Inn

2023 Commerce Way

Bozeman, MT 59715

406-582-9900

Field of Study

  • Business Management & Organization

CPE Credit

4 hours CPE credit

Course Code

CL4ACCS-26

Instructor

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Experience in financial management.

Description

All materials will be electronic only

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.

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

Objectives

When you complete this course you will be able to do the following:

  • 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

Designed For

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

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