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Critical Technical Skills for CFOs and Controllers


Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Professional Development
Faculty:
Jennifer Louis, CPA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

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!

Basic Course Information

Learning Objectives
  • 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

Major Subjects
  • 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 Materials

Faculty

Jennifer Louis, CPA's Profile

Jennifer Louis, CPA Related Seminars and Products

President

EMERGENT SOLUTIONS GROUP


Jennifer has over 25 years 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, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).

Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.

Jennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. 

Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn


Dates

Fri, Jun 06, 2025 - 11:00am to 02:34pm CDT
Tue, Jun 17, 2025 - 01:00pm to 04:34pm CDT
Mon, Jun 30, 2025 - 03:00pm to 06:34pm CDT
Mon, Jul 07, 2025 - 09:00am to 12:34pm CDT
Tue, Jul 22, 2025 - 11:00am to 02:34pm CDT
Tue, Aug 12, 2025 - 01:00pm to 04:34pm CDT
Fri, Aug 29, 2025 - 03:00pm to 06:34pm CDT
Tue, Sep 02, 2025 - 05:00pm to 08:34pm CDT
Sat, Sep 20, 2025 - 11:00am to 02:34pm CDT
Thu, Oct 09, 2025 - 01:00pm to 04:34pm CDT
Wed, Oct 29, 2025 - 03:00pm to 06:34pm CDT
Sat, Nov 08, 2025 - 09:00am to 12:34pm CST
Tue, Nov 25, 2025 - 11:00am to 02:34pm CST
Tue, Dec 09, 2025 - 01:00pm to 04:34pm CST
Fri, Dec 19, 2025 - 03:00pm to 06:34pm CST
Tue, Dec 30, 2025 - 05:00pm to 08:34pm CST
Fri, Jan 02, 2026 - 11:00am to 02:34pm CST
Sat, Jan 17, 2026 - 01:00pm to 04:34pm CST
Wed, Feb 11, 2026 - 03:00pm to 06:34pm CST
Thu, Feb 26, 2026 - 09:00am to 12:34pm CST
Fri, Mar 06, 2026 - 11:00am to 02:34pm CST
Wed, Mar 25, 2026 - 01:00pm to 04:34pm CDT
Fri, Apr 03, 2026 - 03:00pm to 06:34pm CDT
Thu, Apr 16, 2026 - 09:00am to 12:34pm CDT
Thu, May 14, 2026 - 11:00am to 02:34pm CDT
Fri, May 22, 2026 - 01:00pm to 04:34pm CDT
Tue, Jun 09, 2026 - 05:00pm to 08:34pm CDT
Wed, Jun 17, 2026 - 09:00am to 12:34pm CDT
Sat, Jun 27, 2026 - 11:00am to 02:34pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Experience as an accounting or financial manager
Designed For Anyone who has a manager or executive leadership position in accounting of finance
Original Recording Date 06/2025
Course Developer EMERGENT SOLUTIONS GROUP
Date Added to Catalog 03/2025
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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