Improve Your Accounting & Finance Teams' Effectiveness [IAF4]
Subject:
Time: 08:30am-12:00pm
Credit Hours:
4.00Price:
Member: $150.00
Non-member: $225.00
Discussion Leader:
Rebecca Lee, CPA, CGMARebecca 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.
Full Description
Improve Your Accounting & Finance Teams Effectiveness (IAF4)August 13, 2019
BP Energy Center
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