Practical Tips For Controllers & CFOs - Oklahoma Society of CPAs

Overview

This course provides over two hundred useful and unusual tips for accountants in financial leadership. These non-technical tips are illustrated through concrete examples derived from practical experience. You won’t find these tips in courses or text books, but you’ll be able to use many of them. It provides specific opportunities for bench-marking your practices with those of your peers.

Highlights

Key Indicator Reporting

People Management Tips

Innovative Negotiation Ideas

The Fast Close

Extra Creative Thinking for Accountants

Auditors & Lawyers: Minimizing Costs

Financial Reporting

Straight Talk on Ethics

Critical Steps when You Change Jobs

Useful Technology Tips

Getting the Most Out of Your Bank

Cash Flow Crisis: What to do When it Happens

Working with Cost-Saving Consultants

Prerequisites

None

Designed For

The course is aimed at Controllers and CFOs and accountants in leadership positions, as well as those in public practice or consulting, who advise clients. It is also helpful for financial analysts and accountants moving toward senior leadership roles. Because of the wide range of topic coverage, most accountants would benefit from this seminar, unless they are pure specialists, i.e. forensic, tax, IT, bankruptcy or valuations or audit.

Objectives

Identify key indicators to measure a business

Determine people management techniques that apply

Match negotiating approaches with situations

Identify critical steps when changing jobs

Select creative thinking options to solve problems

Identify fast close methodologies

State methods of reducing legal and audit costs

Recall useful technology tips

Recognize the application of useful financial reporting tips

Outline ethical approaches in ethically challenging situations

Preparation

None