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Finance Function or Dysfunction? Assessing & Improving Financial Operations


Turnover. Questionable internal controls. Bad data. Slow and manual processes. Excel schedules. Late financials… or none at all. Any of these sound familiar? Often these pain points are really symptoms of deeper challenges within an organization’s finance function. In this case-study-based session, learn about a holistic approach you can take to assess the processes, controls, systems, and structure your finance function uses to operate, and how to develop a road-map to get you from today’s challenges to the high-performing finance function of your future.


Jane Wochos, Clifton Larson Allen

Jane is a member of CLA’s Southeastern Wisconsin BizOps team focused on providing outsourced CFO services to non-profit organizations. She is a highly accomplished and action oriented executive with over 30 years leading financial and operational functions in the non-profit sector as well as with privately and private equity owned manufacturing firms.