CFO Series: Chief Reviewer

Description

This presentation focuses on one key role we all share - being a reviewer. Every financial professional must review. We review processes, systems, test results, performance, taxes, financials, timelines, and progress. The spotlight is to enhance our skills as a reviewer. Are we great at listening, and asking the right questions? We will also discuss a high-level overview of taxation and the newer skills needed to be an effective financial leader. Technology is always moving forward, just as we should. This seminar includes several case studies and numerous practical examples for participants to employ.

Objectives

• To more fully grasp that our role is to constantly review, listen and examine - both in our professional life and personal life. To create a deeper understanding of the value of our auditing skills.
• To understand why listening skills are crucial for all leaders and for any professional who audits others' work. To create a deeper understanding of the psychology behind how powerful auditing can be when done by a more insightful and purposeful manager who wants to drive his/her skills.
• Fulfilling your responsibilities to account for tax in your organization(s) and successfully navigate the diverse paths to minimize taxes.
• To understand best practices in effective system implementation. What are the pitfalls to avoid?

Designed For

CEOs, Corporate Financial Leaders, CPAs, business owners, Corporate Financial Managers, entrepreneurs, CFOs, Controllers, Accountants, Board members, advisors, Consultants, and the professionals who advise them. CPAs in public practice and CPAs in industry who want to improve their success in systems implementations.