Improve Your Accounting & Finance Teams' Effectiveness [IAF4]

Aug 13, 2019
Time: 08:30am-12:00pm

Subject:

Accounting & Auditing

Credit Hours:

4.00

Price:

Member: $150.00
Non-member: $225.00

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Discussion Leader:

Rebecca Lee, CPA, CGMA    more info

Rebecca Lee, CPA, CGMA, is a Group Practice Leader for LOSCALZO ASSOCIATES LTD. and a
Principal with Brooke, Freeman & Lee, having offices in Anniston and Birmingham, Alabama.
She serves as the assurance, quality control and compliance principal with responsibilities for
the audit practice.
She has served on numerous AICPA and state society committees including the AICPA
Management Consulting Service Professional Practice Subcommittee, Small Business
Consulting Practices Subcommittee, Council of the AICPA and is a past member of the Institute’s MAS
Executive Committee and Personal Financial Planning Executive Committee. She has chaired both the
Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of
CPAs. She currently serves on the South Carolina Association of CPAs’ Peer Review Committee and the
Continuing Professional Education Committee.
She holds a BS degree in Accounting from Jacksonville State University, Jacksonville, Alabama, along with a
Masters Degree in Accounting from Birmingham Southern College, Birmingham, Alabama.
Ms. Lee is a group practice leader for all staff level audit training programs, as well as other accounting and
auditing technical courses. She is a frequent speaker at CPA conferences, and has lectured extensively in the
area of management advisory services at professional meetings and seminars for state societies and the
American Institute of CPAs. With more than 30 years of experience in the audit and accounting field, Rebecca
has served as a discussion leader, technical reviewer and author of courses for audit and accounting technical
courses. Ms. Lee has served as professor of management accounting in the graduate studies (Master in Public
and Private Management) program at Birmingham-Southern College in Birmingham, Alabama. She is a
member of the Alabama Society of CPAs, the South Carolina Association of CPAs and the AICPA.

Rebecca Lee, CPA, CGMA, is a Group Practice Leader for LOSCALZO ASSOCIATES LTD. and aPrincipal with Brooke, Freeman & Lee, having offices in Anniston and Birmingham, Alabama.She serves as the assurance, quality control and compliance principal with responsibilities forthe audit practice.

She has served on numerous AICPA and state society committees including the AICPAManagement Consulting Service Professional Practice Subcommittee, Small BusinessConsulting Practices Subcommittee, Council of the AICPA and is a past member of the Institute’s MASExecutive Committee and Personal Financial Planning Executive Committee. She has chaired both theManagement Advisory Committee and the Personal Financial Planning Committee of the Alabama Society ofCPAs. She currently serves on the South Carolina Association of CPAs’ Peer Review Committee and theContinuing Professional Education Committee.

She holds a BS degree in Accounting from Jacksonville State University, Jacksonville, Alabama, along with aMasters Degree in Accounting from Birmingham Southern College, Birmingham, Alabama.

Ms. Lee is a group practice leader for all staff level audit training programs, as well as other accounting andauditing technical courses. She is a frequent speaker at CPA conferences, and has lectured extensively in thearea of management advisory services at professional meetings and seminars for state societies and theAmerican Institute of CPAs. With more than 30 years of experience in the audit and accounting field, Rebeccahas served as a discussion leader, technical reviewer and author of courses for audit and accounting technicalcourses. Ms. Lee has served as professor of management accounting in the graduate studies (Master in Publicand Private Management) program at Birmingham-Southern College in Birmingham, Alabama. She is amember of the Alabama Society of CPAs, the South Carolina Association of CPAs and the AICPA.

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Website registration for this course closes on August 6, 2019. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Improve Your Accounting & Finance Teams Effectiveness (IAF4)

August 13, 2019

Location TBD
Anchorage, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

This course is designed to help accounting and finance leaders of all sized entities improve their finance and accounting teams department effectiveness and efficiency as well as make contributions toward improving the overall companys success. It discusses the role of financial leaders, planning, and analysis and decision support. The focus is partnering with the Chief Executive Officer.

Major Topics:
- Strategic planning
- Budgeting
- Forecasting
- Dashboards
- Champion better analytical decision making
- Analytical systems and processes
- Financial operational data analysis
- Cash flow reporting
- Product/service costing and margin reporting

Learning Objectives:
Participants will be able to apply the knowledge they obtain in this program to their day-to-
day operations of the financial close, cash management, forecasting, and operational
dashboards. The course also discusses the longer-term tasks of financial planning,
budgeting, forecasting, costing, margin reporting, and accounting for income taxes.

Designed For: Chief financial officers, treasurers, controllers, and other accounting and financial professionals. This course can also be used as a refresher, by giving participants an overview of the critical pieces of financial planning and decision-making as well as business partnering. Analytical systems are also discussed.

CPE Credits: 4, Accounting & Auditing

Level of Knowledge: Intermediate

Prerequisite: Practical work experience in the accounting and finance functions

Acronym: IAF4

Discussion Leader: Rebecca Lee, CPA, CGMA