Events Search
  Summary & Check Out (0)
Friday, April 3, 2026 Live Webcast

Critical Technical Skills for CFOs and Controllers (X4-7276356)

4:00 PM - 7:37 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!

DESIGNED FOR

Anyone who has a manager or executive leadership position in accounting of finance

BENEFITS

  • Recognize the benefits of taking a methodial approach to strategic and business planning
  • Recall how to design useful key performance metrics
  • List common methods for analyzing financial statements
  • Identify how to assist in Enterprise-Wide Risk Management

HIGHLIGHTS

  • A methodical approach to business and strategic planning
  • Overview of The Balanced Scorecard approach to creating key performance metrics
  • Common metrics for analyzing financial statements and trends
  • Accounting and finance role in Enterprise-wide Risk Management (ERM)

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

Experience as an accounting or financial manager

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys