Workshops

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Marketing and Selling the Physical Space ... and Beyond
Oct
7
1:30 PM13:30

Marketing and Selling the Physical Space ... and Beyond

Description

A successful ReStore is about more than just the store itself.

Presenter

Mike Mueller, Kohler

Mike has been with Kohler for 22 years. In December 2018 he became Vice President of Corporate Communications, leading teams in the creation and delivery of internal and external campaigns to support the associates and customers of Kohler Co. He is a member of the HFH Wisconsin Board of Directors.

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Finance Function or Dysfunction? Assessing & Improving Financial Operations
Oct
7
1:30 PM13:30

Finance Function or Dysfunction? Assessing & Improving Financial Operations

Description

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.

Presenter

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.

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Budgeting Basics and Beyond
Oct
7
3:15 PM15:15

Budgeting Basics and Beyond

Description

Budget season: the time of year when the organization surrounds and supports finance by translating their big ideas into dollars and codifying it all in one beautiful document. Sound familiar? No? While no budgeting process is perfect, during this session we will share some helpful tips for how to structure, organize, and coordinate your budgeting process to make it more collaborative, leverage technology to simplify the process, and make it everyone’s favorite season of the year!

Presenters

Jane Wochos and Dan Bender, 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 experience leading financial and operational functions in the non-profit sector, as well as with privately and private equity owned manufacturing firms.

Dan is a Principal in the Outsourcing group at the Peoria, IL office. Dan has over 10 years of experience in performing Controller and CFO services for various entities as an outsourced professional, primarily focused in the nonprofit and state and local government entities, and he is regularly involved with organizational and regulatory compliance, interim financial reporting, and budgeting. He regularly facilitates discussions on financial performance, cash flow, compliance, and budgeting/forecasting at the governance level for various clients.

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