Best Practices in Finance & Accounting Webinar

Overview: 

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 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
     

 

Objective: 

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.

SPEAKERS:

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

Emphasis: 
  • Best Practices Defined: World-Class Finance Organizations & Lean Methodology
    – Key components
      – Process flow
      – Employing a user-friendly
         system
      – 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
       benefits
    – Networking opportunities
  • Shared Service Centers & Outsourcing
    – BFO benefits–accounting
       operations perspective
       – Project risks and proposed
          mitigations
    – Global business services
       Digital solutions
       – Service placement strategy
  • Corporate Planning & Budgeting
    – Financial Planning and
       Analysis (FP&A)
       – Planning process walk-
          through–Integrating the
          business
       – Driving agility
       – Embracing analytics
  • World-Class ESG Reporting
    – Current state of ESG
       ecosystem
    – Regulatory update
    – Operationalizing ESG reporting
  • Working Capital & Treasury Management
    – Primary functions and treasury
       needs
    – Cash forecast
    – Business analytics
    – Data, technology and
       processes

     

Bottom
Prerequisite: 

None.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Overview.

CPE Credit: 
8.00
NASBA Field of Study: 
Finance