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OnDemand Course

Finance and Accounting Decisions for Purchasing Professionals

Learn how to leverage accounting data to focus energies that will drive significant savings for your entire organization.

The rising need to access and analyze real-time operational, financial, and non-financial data provides an opportunity for finance and accounting leaders to become visionaries. Launching a carefully constructed digital or financial transformation strategy enables improved interaction between technology and humans for making rapid and smart business decisions. While some finance organizations may still view digitization as an emerging concept, progressive financial leaders are quickly realizing new efficiencies and increased business value through their investments in digital transformation. Adding flame to the fire is the uncertain economic environment. Many organizations are struggling with this fact and are starting to plan for a variety of scenarios to combat inflation, cost of growth, variability in revenue, and the need for operational flexibility and optimization with the expectation of continued uncertainty.

Learning Objectives

  • You will be able to identify accounting and finance insights from "Trends in Transformation."
  • You will be able to identify emerging threats in accounting and finance.
  • You will be able to recognize the proper leadership mindset for transformation.
  • You will be able to recognize common pitfalls and considerations for the journey ahead.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Accounting and Finance Insights From Trends in Transformation

Defining Digital and Financial Transformation for Accounting and Finance

The Evolving Role of Financial Leaders

Emerging Threats in Accounting and Finance

Opportunities for Process Optimization

The Proper Leadership Mindset for Transformation

Needs of a Slowing Economic Environment

Common Pitfalls to Avoid and Key Considerations for the Journey Ahead

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on November 9, 2022.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ISM 1.0
     
  • Participants who successfully complete this program will receive 1.0 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
     
  • CPE/NASBA - QAS Self Study 1.8 including Management Services 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Management Services for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Sean Bonadeo

Sean Bonadeo

MorganFranklin Consulting, LLC

Sean Hanley

  • Leads MorganFranklin Consulting’s finance transformation practice
  • Focuses around driving efficiency and effectiveness across the entire corporate function of an enterprise, which includes: internally driven periodic transformation activity, those driven by transactional events (mergers, acquisitions, carve-outs, IPO and SPAC readiness), as well as everything from standing up and optimizing finance functions for mid-tier companies to redesigning and implementing national and global target operating model and business process optimization projects for Fortune 50 companies
  • Has received several awards including: MorganFranklin Way Winner, 2020; EY Americas Award for Innovation and Entrepreneurship, 2017; EY Americas FAAS Leader of ‘Highest Performing Team’, 2016; and Australia Day Award for Innovation, 2013
  • Certified Public Accountant in New York
  • B.Com degree, Accounting, Australian National University
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409945
Published 2022
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