2018 Conference Schedule

Tuesday, July 10, 2018

1st Afternoon Mini Sessions

Uncover Efficiencies Through Process Workflows

Date: 07/10/2018 3:25-5 p.m.
History: Updated
Experience: Seasoned (6+ years experience)
Advanced Preparation: None
Field of Study: Management Services
Applicable Audience: CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HR Staff
In-Kind
Quality Improvement Leaders
Tracks: Performance Improvement
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Katherine Eilers , Brett Polglaze
Applicable Audience:
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HR Staff
In-Kind
Quality Improvement Leaders
Learning Objectives:
1. Identify three types of workflows to use in process design.
2. Receive hands-on experience in creating a workflow.
3. Review the keys to success when using documented workflows for improvement.
Session Description:
Your organization's support departments perform a range of activities, but is each individual performing the right ones? Using our experience in performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization, focusing in on the finance department. We will discuss appropriate roles and responsibilities for each level of an accounting department’s staff, from the CFO to accounting clerks. This session will emphasize discussion on what may work best for your organization and will include exercises to help participants focus on their own support departments.