2018 Conference Schedule

Wednesday, July 11, 2018

1st Afternoon Mini Sessions

Roles and Responsibilities of the Finance Department

Date: 07/11/2018 3:25-5 p.m.
History: Updated
Experience: Seasoned (6+ years experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Tracks: Performance Improvement
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Katherine Eilers , Nathan Lipton
Applicable Audience:
Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Learning Objectives:
1. Discuss appropriate tasks and responsibilities for each accounting department level.
2. Provide examples of what each position should entail.
3. Provide opportunities for participants to assess their accounting positions and determine whether action should be taken.
Session Description:
Your organization's fiscal department performs 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's fiscal department. We will discuss general 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 accounting departments.