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Tuesday, November 28, 2023 Live Webcast

Advanced Financial Skills (E2311462)

8:45 AM - 12:15 PM EDT

Registration: 8:30 PM EDT


Vendor Platform

4 CPE Credits in MT


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.


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 Backcasting 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.


  • Skills for the 21st century finance department
  • Strategic planning using the Backcasting 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




Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA

AICPA/Professional Development Institute

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS helps accountants advance their careers and organizations increase retention by developing powerful communication skills. Jennifer works with companies and their emerging leaders to increase employee engagement and client value by understanding personality styles, generational characteristics, and communicating clearly, concisely, and persuasively.

As a consultant and keynote speaker Jennifer is known for being energetic and enthusiastic. She has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 45 states and 5 countries. She is both a business strategist and an accounting expert who can make the complicated simple, practical and useful. She is a published author, writer for the AICPA’s CPE Direct, named a “2015 Woman to Watch” by the AICPA and MACPA, and been awarded Outstanding Educator by the AICPA for the past five years.


$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

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