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Advanced Financial Skills
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Advanced Financial Skills

This webcast discusses the critical financial skills that today’s finance professionals need to add value to their team, other departments, and the company. Some of the major areas covered include strategic planning, risk management, the Balanced Scorecard and insightful financial analysis.

$197 - $241
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NASBA Field of Study

Business Management and Organization



CPE Credits



Jennifer H. Elder


Product Number


 Business & partner 
 Also available asCPE Self-study

This Webcast is also available as a CPE Self-study

CPE credits will be awarded once per title. For example, if you buy a webcast and a self-study course with the same name, only the CPE you finish first will result in credits earned.

View CPE Self-study
Product Details

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.

Key Topics

  • 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

Learning Outcomes

  • 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.

Who Will Benefit

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

Credit Info
CPE Credits
NASBA Field of Study
Business Management and Organization
Experience in financial management
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
4 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
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Contact us
Jennifer H. Elder
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of "administrivia" and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Advanced Financial Skills
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Feb 15, 2023
2pm6pm GMT
Apr 12, 2023
5pm9pm GMT
Jun 12, 2023
2pm6pm GMT
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