Transcription of Session 4: Operational Excellence - FMA
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Session 4: Operational Excellence - FMA
1 Session 4: Operational ExcellenceFinancial Management Training ProgramHilda Polanco, CPA, CCSA , CGMA, Founder and CEOG retchen Upholt, MPA, ConsultantDecember 8, 2016 Reflections on Session 322As a result of participation, organizations can expect: Enhanced ability to communicate your organization s financial story to staff, board, funders, and other key stakeholders Increased ability to use historical financial information to inform the organization s future plans and forecasts in an inclusive, team-based process More effective communication and financial decision-making among members of the leadership team 3members of the leadership team A foundation for building an organization-wide culture of Operational Excellence Identification of areas with opportunities for improvement and action stepson how to move forward43 What are some elements of success in fii l ti?
Session 4: Operational Excellence Financial Management Training Program Hilda Polanco, CPA, CCSA®, CGMA, Founder and CEO Gretchen Upholt, MPA, Consultant December 8, 2016 ... • More effective communication and financial decision-making among members of the leadership team 3
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