Best Practices in Finance & Accounting Self-Study Webinar (10 Hours)


From AI to ESG, today's busy financial professionals must adapt to today's rapidly evolving business world. Whether you want to streamline and optimize processes, adopt automated systems, develop a more competitive workforce, or simply manage a remote office, it helps to understand the latest technologies and most successful business strategies. In this self-study webinar, you will learn about improving your process flow, reducing waste, and:

  • The definition of a "Lean" methodology
  • Taking advantage of shared services and outsourcing
  • Recruiting the best new finance talents
  • Implementing Environmental, Social and Governance (ESG) reporting
  • Improving working capital and treasury management

To arm accounting and finance professionals with an arsenal of best practices now being applied by today’s leading organizations. You’ll discover many practices you can employ immediately with little or no cost, as well as ones that require advanced technologies but can pay off quickly. You will also get the latest updates on financial statement audits and inspections, while learning which practices work best for your organization.


Tim Bulman, Managing Director, Business Performance Improvement, Protiviti

Robert Hirth, Co-Vice Chair, SASB

Jackie Klos, Partner, Financial Accounting Advisory Services, EY

David Levi, Senior Vice President, Controller & Principal Accounting Officer, Vonage

Alfred Sanders, Partner, CFO Operations & Transformation, Genpact

Shawn Seasongood, Managing Director, Global Consulting in Business, IT, Risk & Internal Audit, Protiviti

Andrea Vardaro Thomas, Director, Protiviti

Christopher Wright, Global Leader, Business Performance Improvement Solution, Protiviti

  • Best Practices Defined: World-Class Finance Organizations & Lean Methodology
    – Key components
      – Process flow
      – Employing a user-friendly
      – Service to customers
      – Metrics and cost
      – Compliance and control
    – Evolution of finance accounting
    – Managerial approach
    – Wasteful practices
  • Recruiting & Developing Finance Talents
    – Managing a virtual workforce
    – Remote recruiting risks and
    – Networking opportunities
  • Shared Service Centers & Outsourcing
    – BFO benefits–accounting
       operations perspective
       – Project risks and proposed
    – Global business services
       Digital solutions
       – Service placement strategy
  • Corporate Planning & Budgeting
    – Financial Planning and
       Analysis (FP&A)
       – Planning process walk-
          through–Integrating the
       – Driving agility
       – Embracing analytics
  • World-Class ESG Reporting
    – Current state of ESG
    – Regulatory update
    – Operationalizing ESG reporting
  • Working Capital & Treasury Management
    – Primary functions and treasury
    – Cash forecast
    – Business analytics
    – Data, technology and


• Recognize common components of best practices

• Recognize the best practices overall process flow

• Identify certain key attributes of best practices

• Identify current global economic trends 

• Recognize the attributes of today’s world class finance organizations

• Recognize the primary characteristics of a lean methodology in business

• Identify examples of waste under the lean methodology

• Identify the primary motivations behind the lean methodology

• Recognize the motivation behind the implementation of global business services (GBS)

• Recognize key steps in delivering a successful GBS

• Identify the extent to which an effective GBS redesign can achieve cost savings

• Recognize actions organizations can take to reduce employee turnover

• Recognize essential remote employee skills

• Recognize the extent to which an organization’s investment in their employees’ careers can reduce employee turnover

• Identify tips for helping employees feel valued in the workplace

• Identify the primary role of an organization’s financial planning and analysis teams

• Recognize the functions that would typically fall under the corporate financial planning and analysis role

• Recognize the role of “big data” in financial planning and analysis

• Recognize the extent to which companies are now reporting on ESG matters

• Identify the extent to which ESG reporting exposes an organization to potential litigation

• Identify the correlation between organizations that report on ESG matters and their financial performance

• Recognize the FASB’s relative interest in ESG reporting

• Identify the characteristics of the SEC’s recently proposed climate-related disclosures

• Recognize the current role of ESG matters in mergers and acquisitions




No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: