This presentation focuses on one key role we all share - being a reviewer. Every financial professional must review. We review processes, systems, test results, performance, taxes, financials, timelines, and progress. The spotlight is to enhance our skills as a reviewer. Are we great at listening, and asking the right questions? We will also discuss a high-level overview of taxation and the newer skills needed to be an effective financial leader. At every level, we are responsible for reviewing and improving ourselves, a responsibility that never ends. We cannot fall behind in an ever-changing, dynamic environment. Technology is always moving forward, just as we should.
Highlights
The need to think before we react. Look and listen effectively! Evaluate using multiple different criteria. Communicate. Problem solving, not just problem identification. Demonstrate empathy. Think critically, and not be critical. Being skeptical without being cynical. Unconventional keys to success. The need to ask the `right’ questions. A core principle of audits not taught in the “textbook”. A new type of audit that will simplify your life. Four auditing skills to take you from being a good auditor to being an amazing auditor. Be prepared and aware of tax savings alternatives. Tax reduction strategies. Depreciation and fixed asset schedules. How to recognize and ward off tax schemes, Consequences of failure to plan. Why do shortcuts cause even more issues?
Prerequisites
At least six months of professional financial statement analysis experience.
Designed For
CEOs, Corporate Financial Leaders, CPAs, business owners, Corporate Financial Managers, entrepreneurs, CFOs, Controllers, Accountants, Board members, advisors, Consultants, and the professionals who advise them. CPAs in public practice and CPAs in industry who want to improve their success in systems implementations.
Objectives
To more fully grasp that our role is to constantly review, listen and examine - both in our professional life and personal life. To create a deeper understanding of the value of our auditing skills. To understand why listening skills are crucial for all leaders and for any professional who audits others’ work. To create a deeper understanding of the psychology behind how powerful auditing can be when done by a more insightful and purposeful manager who wants to drive his/her skills. Fulfilling your responsibilities to account for tax in your organization(s) and successfully navigate the diverse paths to minimize taxes. To understand best practices in effective system implementation. What are the pitfalls to avoid?
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