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Event Description

Versatility is required for finance professionals to lead successful organizations. They must be aware of the latest proven financial skills to make the best decisions.

This course covers the fundamentals a Controller/CFO must know to best work with banks, insurers and bonding companies. Participants will learn how to work with management and use technology to improve accuracy and efficiencies.

Objectives

LEARNING OBJECTIVES 
• Understand what is necessary to Lead the organization as well as the Accounting/Finance department
• Identify tools that are available to improve leadership, business, people and technical skills 
• Apply CGMA competency framework to each participant’s skill level and develop a plan of action to obtain competency in all levels

Discussion Leader

David Peters, CPA, CFP, CLU, CPCU