Advanced Financial Skills

Thursday, September 9 8:00am - 11:30am PDT

(Check-In 7:30am PST)

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WSCPA Learning Center Room 1

902 140th Ave NE
Bellevue, WA 98005

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4.0 Credits

Member Price $158.00

Non-Member Price $183.00


Is your finance department seen as a cost center? Are you under utilized and under appreciated? You can change that paradigm. You can transform into a value added, highly sought after partner in your organization. The traditional cost center is focused on the past, preparing historical financial statement and actual analysis. The value-adding finance department is focused on the future, helping to guide strategy, protect against risk, implementing change effectively, and becoming a trusted organizational adviser.


Skills for the 21st century finance department. Strategic planning using the Back casting method. The Balanced Scorecard Method for aligning goals and objectives to strategy. Risk identification. assessment. and mitigation. How to use social styles to build stronger relationships. Methods for effectively implementing change and minimizing the human pushback. Preparing a financial analysis that is insightful to the users. driving improvements to the organization. Hiring. managing. and retaining high-achieving employees.


Experience in financial management.

Designed For

For finance professionals who want to develop the skills to transform the perception and elevate the impact of the finance department on the organization.


Identify the critical skills that today’s finance professionals need to add value to their team, other departments, and the company. Apply the Back casting method of strategic planning to help plan your organization’s desired future. Determine how to apply the Balanced Scorecard to your organization’s strategy to track progress towards and achieve success faster. Formulate a risk assessment to protect your organization’s success and minimize the chances of failure. Recall different social styles for engagement, impact, and influence. Determine how to plan for, implement and manage change. Choose techniques to motivate and elevate your team. Use an insightful financial analysis to maintain what is working and make organizational improvements.






  • Robin Thieme

Non-Member Price $183.00

Member Price $158.00