Wednesday, October 13, 2021
With Amanda “Jo” Erven, CPA, CIA, CFE
8:30 AM to 9:00 AM Registration
9:00 AM to 12:00 PM Session
The Conference Center at RidgeGate
9878 Schwab Way, Suite 401, Lone Tree, CO 80124
LIVESTREAM and RECORDING AVAILABLE
Did you know that “business acumen” has emerged as a “vehicle for improving financial performance and leadership development?”
An understanding of accounting and finance is essential for those who want to take on more responsibility at their organization and continue to advance their career. Whether your focus is the entire business, an individual product line, or a single department or cost center, knowing basic accounting and finance terms and standards are key to making good decisions and evaluating the decisions being made around you.
This means it’s time for you to learn the basics of your organization’s financial statements, including the income statement, balance sheet, and cash flow statement, and how to analyze those statements using key financial ratios. This will provide you the confidence you need in your current position, aid in the development of necessary leadership skills to advance, and overall, allow you to contribute to the achievement of financial objectives at your organization.
Financial metrics are also critical for communication with those external to the organization – shareholders, financial institutions, customers, suppliers, and regulators. Understanding the professional ethics and conduct standards of financial professionals is essential to fulfill responsibilities to these, and all, stakeholders.
Financial professionals must be trusted advisors. Trust is earned through competence, acting in the public (not self) interest, and performing with the highest sense of integrity. As, sadly, these principles are not always upheld, we will also spend some time dissecting financial scandals in recent times to provide you with the skills to detect common accounting misdeeds such as inflated revenues and understated costs.
You may not be a CPA, but you will leave with the business acumen you actually need to become a knowledgeable, trusted “financial” decision-maker, advisor, and leader.REGISTER FOR LIVE EVENT » REGISTER FOR LIVE STREAM »
Instructor: Amanda “Jo” Erven, CPA, CIA, CFE
Amanda “Jo” Erven, CPA, CIA, CFE, is the President and Founder of Audit. Consulting. Education. LLC. After a successful career in external/internal audit and accounting, Jo is now an active Internal Audit Strategist, Higher Education Professor, Author, and Speaker, providing Continuing Professional Education (CPE) hours, live and virtually, to organizations across the globe.
Jo’s firm is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE and delivering unique, insightful training to professionals is her favorite “wing” of her business.
Jo has published a book and workbook on her trademarked approach to Internal Audit, entitled Total Quality Audit: How a Total Quality Mindset Can Help Internal Audit Add Real Value, as well as a personal development book entitled, Our Choices on the Road of Life.
Jo’s biggest honor was receiving a “Woman to Watch” Leader of Note award by the Colorado Society of CPAs (COCPA) in conjunction with the American Institute of CPAs (AICPA) for her work in the Accounting/Auditing profession, as well as her community support efforts and mentorship of others to achieve their personal and professional goals. Jo’s ultimate passion is helping organizations see how important living your values… ethics, integrity, honesty, trust… is to sustaining success. In fact, her number one requested presentation for corporations and associations is “The Everyday Ethicist,” which reminds us all how to turn our values into everyday actions. See Jo in action here!
- Speak the language of business – finance and accounting
- Read basic financial statements and utilize in decision making
- Use keenness and quickness to understand and assess business situations
- Uphold the ethics and conduct standards of a Certified Public Accountant (CPA)
- Recognize and guard against financial shenanigans
Competencies and Target Audience
Level of Leaders
MOST appropriate = Level 3 (Leader of Self) = High potentials, emerging leaders, 1st time managers
NEXT appropriate = Level 2 (Leader of Others) = Middle managers, people leaders, frontline supervisors
Registration Options & Pricing
To register one or more attendees online with a credit card, click the desired link below. You’ll receive an email confirmation with a receipt. Each person registered will receive a ticket with detailed instructions.
To receive an invoice or pay with a check, please email our registrar [email protected] with attendee names, titles, and email addresses.
Live Instructor-Led Event in Denver . . . REGISTER FOR DENVER
- $249 per person (includes breakfast, materials, and parking)
- $1999 for 10 people
Live Stream or Recording . . . REGISTER FOR LIVE STREAM
- $129 per person
- $1249 for 25 people
- $1999 for 125 people
Recorded Live Event . . . BUY THE RECORDING
Delivery Method: Group-Live
Elements of Engagement: Large group discussion, small group discussion, partner exercises, individual reflection
Recommended CPE Credits: 3.6 for the Group Live event only
Recommended Field of Study: Personal Development
Program Level: Basic
Advance Preparation: NONE
Cancellation Policy: A 100% refund will be given if notice is received 72-hours (3 business days) prior to the learning event. Within 3 business days, substitutions ARE allowed. No refunds are given for sickness or inclement weather, unless CDOT closes the roads. Registrants who do not attend and do not substitute another person will receive a recording of the event. For more information regarding refunds, concerns, and program cancellation policies, please contact our offices at 303-471-7401. Please email our registrar Nadine Balabanoff at [email protected] to have your ticket transferred to another attendee.
LEADERSHIP USA, 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. These programs have been submitted to the NASBA for review for 3.6 recertification credits. 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 web site: www.nasbaregistry.org
This activity has been approved for 3 HR General recertification credit hours toward California, GPHR, PHRi, SPHRi, PHR and SPHR recertification through the HR Certification Institute. The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
This program is valid for 3 PDCs for the SHRM-CPSM or SHRM-SCPSM.
If you have membership or registration questions, please contact [email protected] or call 303-471-7401.