WEX Inc. – Process Improvement (PM)

Description

Have you ever tried to improve a business process only to be told “that’s the way we’ve always done it”? This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer.

Learning Objectives
  • Analyze the current financial reporting and process workflows to identify inefficiencies, redundancies, and areas for improvement before implementing automation solutions.
  • Evaluate the benefits and potential drawbacks of applying the Minimum Viable Product (MVP) approach in financial processes, ensuring it does not lead to mediocrity.
  • Design a standardized and optimized process flow that eliminates waste and prepares the groundwork for effective automation within the finance department.
  • Apply strategic thinking to challenge the status quo and implement changes that improves process efficiency and effectiveness across different teams and departments.
Major Topics
  • Benefits of Lean
  • Lean in a Service Organization
  • Flow Organization
  • Reducing costs
  • Maximizing productivity
  • Minimizing waste and re-work
  • Best practices
  • The lean business
  • Value and value stream
  • Pursuit of perfection
  • Employee empowerment
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
T Shaped Professional Integration and Collaboration
CPE Field of Study
Management Services
2.0
Who Should Attend

CPAs, corporate finance teams, business leaders and other financial professionals

Instructor(s)
Peter Margaritis
Prerequisites

None

Advanced Preparation

None

Location
Live – Online Webcast
Register Now
When
Sep 10, 2024
6:00 pm - 8:00 pm EST
Location
Live – Online Webcast
Total CPE Credits
2.0
Format
Live Webcast

Register for this Event

WEX Inc. – Process Improvement (PM)


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