Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27

Overview

The title “Chief Financial Officer” is not an accurate description for what many financial managers do because the word “chief” implies the company has more than one degreed accountant. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed Only Financial Officer 3.0 to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.

Highlights

• Create a collaborative environment
• Develop your team’s skills
• Use feedback features to become a better writer
• Where organizations make pricing mistakes
• Why pricing must involve finance
• How finance can save the bottom line
• Be your bank’s best customer
• Understand your bargaining position
• Negotiate your covenants effectively

Prerequisites

none

Designed For

For people who are the only degreed accountant in small to medium sized companies.

Objectives

• Managing People
• MS Word Advanced Features
• Pricing for Profitability

Preparation

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).