Events

Wipfli Upcoming Events

Events to help grow your organization

Roles and Responsibilities in the Finance Department

11/13/2019 09:00 AM - 10:30 AM (CT)

Type: In Person Event

Industry: Nonprofits, Governments

Service: Audit and Accounting

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Wipfli – 3rd Floor, Room: Botanical Gardens

100 Tri-State International Suite 300

Lincolnshire, Illinois 60069


Register for this training

Your organization's fiscal department performs a range of activities, but is each individual performing the right ones? Using our experience with performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization's fiscal department. 

We will discuss general roles and responsibilities at various levels of staff in an accounting department, from the CFO to accounting clerks. This discussion will emphasize what may work best for your organization and will provide you with some tools to take back to improve your accounting department.

Learning Objectives:

  • Discuss appropriate tasks and responsibilities for typical accounting department levels.
  • Provide examples of what each position may entail.
  • Provide opportunities for participants to assess their accounting positions and determine whether action should be taken.

Registration Fee

  • Free

Registration fees include:

  • Light refreshments

Cancellation Policy
There are no penalties for cancellation.

Location Information

Wipfli – 3rd Floor 
Room: Botanical Gardens
100 Tri-State International
Suite 300
Lincolnshire, IL 60069

Daily Schedule

November 13
9:00 – 9:30 a.m.                      Check-In, Networking, Light Refreshments
9:30 – 10:30 a.m.                    Presentation and Q&A

Register for this training

Speakers

Agnes Raz
Agnes Raz, CPA
Senior Manager
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Peterson_Kurt
Kurt A. Peterson, CPA, CFE
Senior Manager
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Event Location:

Wipfli – 3rd Floor, Room: Botanical Gardens

100 Tri-State International Suite 300

Lincolnshire, Illinois 60069