CFO Series: Employees Today and Tomorrow

Objectives:

The war for talent is ongoing. We review four topics, concentrating on today’s employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of ‘mismanagement’ is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will discuss how?

Presenters:

Jane Mims

Jane Mims, PhD, has more than 20 years of experience improving communication and effectiveness in upper and middle management and building quality teams. Her varied professional background includes sales, marketing, fundraising, journalism, and advertising.  Jane is an Emmy award-winning journalist who lives in Memphis, TN with her husband Bob, daughters Holland & Claire, two spirited...Read more about Jane Mims here

Major Topics:

Are Employees Assets? Today’s New Employment
2 Business Management and Organization credits

As the managers’ role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that work? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today’s new employment environment.

Topics Discussed
• GAAP vs economic value of employees
• The changing landscape of work
o The need to change management tactics
• Different generations and demographics
o Understanding the differences
o What issues do they present?
o How do we improve our understanding?
• Employee engagement/assessment surveys and what they should tell us
• Successful tactics for today’s workforce

Objectives: Recognizing the numerous significant external factors and trends in today’s workplace. How we need to transform our management and leadership tactics to thrive in the next twenty years.

Cases and Group Discussion  
This seminar includes multiple group discussions and interaction.
Prerequisite: Preferably at least six (6) months of professional financial statement analysis experience.


The ROI on Your People?  Maximizing Returns
2 Business Management and Organization credits

Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today’s environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? 

Topics Discussed
• Dealing with people 
o Dealing with people issues the right way. 
• Conflict management issues
• How to truly empower your employees
• Organizational culture and how to be a part of positive change
• What are some of the ‘other’ employee issues that go unsaid?
• What does work/life balance mean today? What do employees want and care about now?
o What are their priorities?

Objectives: Understand how to look at the requirements of the modern-day CFO differently and how to be an effective leader in your organization.

Cases and Group Discussion
This seminar includes two (2) case studies for group discussion.

Prerequisite: At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.

Understand and Enhance the Employee Life Cycle
2 Personal Development credits

Many organizations have a documented process for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.

Topics Discussed
o Understanding the various stages of the employment life cycle
o Onboarding and orientation
 - Best practices and examples
o What goes wrong with training, cross-training, and growth priorities?
o Are performance evaluations necessary?
o How to unleash your staffs’ hidden talents
o How to attract and retain talent in today’s environment 
- What works?    

Objectives: To gain a deeper appreciation of the ‘employee life cycle’, and the value of effective on-boarding.

Cases and Group Discussion
This seminar includes one (1) case study for group discussion.

Prerequisite: At least six (6) months of professional financial statement analysis experience.


Re-invigorating Your Career: Planning Your Path
2 Business Management & Organization credits

A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, “I wish I had ___.” This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be. We discuss practical tips for professionals to be more prepared for changes that will come over your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the “I wish I had ____,” and will convert them to, “I’m so glad I ____.” We all have heard the maxim, “Failure to plan is planning to fail.” We are planners by nature, let’s plan our career and the career of those who report to us.

Topics Discussed
o What is a career as a professional and as a CPA?
o Changing technology, changes in required skills, and changing industries
 - What are the possibilities? 
o Personal performance evaluations for your continuous growth
 - What do you want to achieve? How and when?
o What is your brand, and do you need one?
o I am living longer; do I want to work longer?
o Following your career plan

Objectives: To explore best practices to keep your career path vibrant, ready for change, and prepared for new opportunities.


Cases and Group Discussion
This seminar includes multiple group discussions and interaction will be solicited throughout.

 

 

 

 

Major Topics:

Are Employees Assets? Today’s New Employment
2 Business Management and Organization credits

As the managers’ role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that work? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today’s new employment environment.

Topics Discussed
• GAAP vs economic value of employees
• The changing landscape of work
o The need to change management tactics
• Different generations and demographics
o Understanding the differences
o What issues do they present?
o How do we improve our understanding?
• Employee engagement/assessment surveys and what they should tell us
• Successful tactics for today’s workforce

Objectives: Recognizing the numerous significant external factors and trends in today’s workplace. How we need to transform our management and leadership tactics to thrive in the next twenty years.

Cases and Group Discussion  
This seminar includes multiple group discussions and interaction.
Prerequisite: Preferably at least six (6) months of professional financial statement analysis experience.


The ROI on Your People?  Maximizing Returns
2 Business Management and Organization credits

Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today’s environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? 

Topics Discussed
• Dealing with people 
o Dealing with people issues the right way. 
• Conflict management issues
• How to truly empower your employees
• Organizational culture and how to be a part of positive change
• What are some of the ‘other’ employee issues that go unsaid?
• What does work/life balance mean today? What do employees want and care about now?
o What are their priorities?

Objectives: Understand how to look at the requirements of the modern-day CFO differently and how to be an effective leader in your organization.

Cases and Group Discussion
This seminar includes two (2) case studies for group discussion.

Prerequisite: At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.

Understand and Enhance the Employee Life Cycle
2 Personal Development credits

Many organizations have a documented process for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.

Topics Discussed
o Understanding the various stages of the employment life cycle
o Onboarding and orientation
 - Best practices and examples
o What goes wrong with training, cross-training, and growth priorities?
o Are performance evaluations necessary?
o How to unleash your staffs’ hidden talents
o How to attract and retain talent in today’s environment 
- What works?    

Objectives: To gain a deeper appreciation of the ‘employee life cycle’, and the value of effective on-boarding.

Cases and Group Discussion
This seminar includes one (1) case study for group discussion.

Prerequisite: At least six (6) months of professional financial statement analysis experience.


Re-invigorating Your Career: Planning Your Path
2 Business Management & Organization credits

A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, “I wish I had ___.” This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be. We discuss practical tips for professionals to be more prepared for changes that will come over your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the “I wish I had ____,” and will convert them to, “I’m so glad I ____.” We all have heard the maxim, “Failure to plan is planning to fail.” We are planners by nature, let’s plan our career and the career of those who report to us.

Topics Discussed
o What is a career as a professional and as a CPA?
o Changing technology, changes in required skills, and changing industries
 - What are the possibilities? 
o Personal performance evaluations for your continuous growth
 - What do you want to achieve? How and when?
o What is your brand, and do you need one?
o I am living longer; do I want to work longer?
o Following your career plan

Objectives: To explore best practices to keep your career path vibrant, ready for change, and prepared for new opportunities.


Cases and Group Discussion
This seminar includes multiple group discussions and interaction will be solicited throughout.

 

 

 

 

Designed For:

Target Audience: Any professional interested in understanding that each career should be actively managed. Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Accountants, Board members, advisors, and Consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in the ever-changing workforce and business world. Also, those transitioning to the next stage and young professionals seeking to understand their colleagues.

Prerequisites:

At least six (6) months of professional financial statement analysis experience.