Education and Training
Objective: Education and training programs with the latest content on the most current topics. We will also work with our clients to provide a custom training program to meet a specific need or requirement.
Our programs are offered in three different ways.
On Demand Webinars
Objective: To consult with other firms using my foundation of experience in the areas of financial operations, internal controls, risk management and controllership at Fortune 100 companies
Areas of Focus
Business Process Improvement and Transformation
Financial Operation Process Reviews and Evaluations
SOX 404 and Business Control Audits
Implementation of Standards of Internal Control for Financial Operations
Process, Policy and Procedure Reviews
AP, P2P, and O2C Process Reviews, Metrics, and Benchmarking
The Top 20 Controls for Your Company
SOX Compliance for AP
Detecting and Preventing AP Fraud
Detecting and Preventing P-Card Fraud
The Top 20 P-Card Controls
P2P Metrics and Dashboards
Implementing Service Level Agreements (SLAs)
10 Best Practices to Improve Your Financial Close
What to Expect
Each engagement is specifically tailored to the business problem identified by the client.
Engagement work and cost estimates are provided as part of a statement of work as defined in each client proposal.
The objective is every engagement is to both deliver the requested solution and transfer the knowledge necessary for the client’s organization to be self-sufficient in the problem space in the future.
Our unique deliverables will include standards of internal controls, new policies and procedures for a specific financial process, training programs, compliance procedures, supplier master screening programs, self-audit and assessment checklist, benchmarking approaches, metrics toolkits, and P2P automation project plans.
Compelling blogs and articles with practical information
Internal Controls and Compliance
Your 1099 Primer
Watch Out for Cyber Fraud: Common Schemes and How to Protect Your Business
Developing an Effective Anti-Money Laundering (AML) Internal Controls Program
Combining KYC Controls with Other Regulatory Screening Requirements
What are the Types of Duplicate Payments?
Your Supplier Portal Implementation Roadmap
Are My Suppliers Real? Supplier Master Best Practices
Your P2P Automation Roadmap
10 Ways that P2P Automation Can Mitigate Risk
Mapping Your Pain Point to the P2P Automation Solution
Automating Your AP Self-Audit Process
Developing Your P2P Automation Scorecard
Using Analytics to Identify Supplier Fraud
Your P2P Scorecard
Developing Analytics for Your AP Team
Developing Analytics for Your Procurement Team
Managing vs. Mentoring Others
The Top Fifteen Leadership Skills That Every Controller Needs
The Transition of AP from Processor to Analyst
Motivating and Rewarding the New AP Professional
Applying Situational Leadership to Your Leadership Challenges