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How to do a Finance Assessment & Find Process Improvement

May 15 @ 11:00 am - 12:00 pm EDT

COURSE DESCRIPTION:

Do you feel like your accounting and finance team is stressed, overworked, not accomplishing the tasks that need to get done to move your organization forward?  Do you think you know some ways to make the situation better, but cannot quite figure out if it is right or how to execute on the changes needed?  If so, then this session is for you.  Jared and Colleen will discuss signs of needing a Team Assessment, how to approach the assessment with team members, ideal times to perform the assessment, and steps performed during an assessment.  They will review the types of observations that may come out of an assessment along with recommendations, including new organization charts.  

 

LEARNING OBJECTIVES:

  • – Identifying when your Department might benefit from an assessment
  • –  Discuss how to approach the assessment to achieve the greatest participation and maximize the benefits to your Department and Organization
  • –  Review the steps taken during a Team assessment to review workload, Team structure, internal control environment, effectiveness, and efficiency.
  • –  Provide examples of observations and recommendations identified in a Team assessment, including organization charts.
  • –  Discuss how to implement recommendations and new organization charts and to make the hard decisions and implementations needed to make a successful change in your Department.
Level Intermediate
NASBA (Field of Study) Finance
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W502

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INSTRUCTORS
Colleen Smith
Principal, O'Connor Consulting Services
Colleen Smith, CPA, Senior Director – Colleen joined OCS in 2012; during her tenure, she has supported OCS clients in a variety of ways, including managing…
Jared Basco
Senior Manager, O'Connor Consulting Services
Jared earned a Bachelor of Science in Accounting from Purdue University and joined OCS at the start of 2018. Prior to joining OCS, he spent…