Advanced Financial Skills WEBCAST

Wednesday, June 8 10:00am - 2:00pm PDT

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4.0 Credits

Member Price $197.00

Non-Member Price $241.00


Focus your finance function on the future. 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 budget to-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

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.






Leader Bios

Jennifer Elder

Jennifer Elder is a CPA, CMA, CIA, CFF with a Master’s in Organizational Leadership. She has worked in accounting and finance for the past 25 years in a variety of industries including manufacturing, residential construction and development, and angel investing. She spent five years in public accounting, seven years as the Accounting Department Chair of a community college, and the previous ten years in the role of CFO.

Recently, Jennifer started her own business, The Sustainable CFO, providing business consulting, on-demand CFO services, and business coaching services. Their target market is small and medium-sized businesses looking to improve their bottom-line and overall performance. In addition Jennifer teaches finance in the Green MBA program at Antioch University New England.

She is also a contributing writer for the National Association of Home Builders and TriplePundit, and a frequent presenter for the Maryland Association of CPA’s, the Institute of Management Accountants, and the Society for Human Resource Management.

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Non-Member Price $241.00

Member Price $197.00