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Financial Controller and CFO's Toolkit

Exam Questions: 75
Course Level: Basic
Pages: 434 | Content: 404, Supplemental: 30
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7465A

This course serves as a practical guide to assist financial controllers and CFOs in becoming effective leaders. It incorporates the wisdom and better practices of more than 5,000 accountants from around the world with insightful information and advice. You will find it to be a hybrid of a handbook and a toolkit to assist in achieving the most for your organization and serve as a good reference tool for years to come. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Getting Your Finance Team Future Ready
  • Leading and Selling the Change
  • Rapid Month-End Reporting: By Working Day Three or Less
  • Future-Ready Technologies
  • Reduce Accounts Payable Volumes by 60 Percent
  • Month-End Reporting Refinements
  • Lean Reporting - Informatively and Error Free
  • Lean Board Reporting
  • A Lean Annual Planning Process - Ten Working Days or Less!
  • Lean and Smarter Work Methods
  • Effective Leadership, Growing and Retaining Talent
  • Quick Annual Reporting - Within 15 Working Days Post Year-End
  • Managing Your Accounts Receivable
  • Attracting and Recruiting Talent
  • Lean Accounting
  • Implementing Quarterly Rolling Forecasting and Planning
  • Finding Your Organization's Operational Critical Success Factors
  • Getting Your KPIs to Work
  • Reporting Performance Measures
  • Performance Bonus Schemes
  • Takeovers and Mergers
  • The Hidden Costs of Reorganizations and Downsizing
Objectives
  • To identify the characteristics of a future ready finance team
  • To recognize the stages in the process for creating major change
  • To identify the benefits of month-end reporting
  • To recognize return on investment from using AP technology
  • To identify the reasons for moving toward a twenty-first century AP system
  • To recognize the varying aspects of month-end reporting
  • To identify the author's foundation stones for reporting
  • To identify the recommendations for ensuring lean board reporting occurs
  • To identify the emotional drivers for streamlining annual planning
  • To identify the stages of Post-it reengineering
  • To recognize effective attributes of leaders and mentors
  • To identify the tools used to increase productivity
  • To recognize the better practices for improving accounts receivable
  • To identify the characteristics of a good recruiter
  • To recognize the benefits of value stream accounting
  • To identify the characteristics of quarterly rolling forecasting (QRF)
  • To identify the characteristics of operational critical success factors
  • To recognize myths vs facts regarding performance measures
  • To recognize the importance of key performance indicators
  • To identify why many bonus schemes fail
  • To recognize the difficulties involved with mergers and takeovers
  • To recognize the basic reasons for a reorganization

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.