Course ID: IFOO

Identifying Financial/Operational Obstacles to Growth and Elevating our Role as Advisors

If you are buried in spreadsheets, emails, to do’s, how do you make time to focus on strategy and advisory. As usual, the solution relates to people, process and technology. Over the last 20 years there has been a trend within the small businesses where non-financial individuals selected and set up the financial systems. There are times when the systems in place ultimately stand in the way of the organization moving to the next phase of growth. The challenge we have as financial accounting professionals is both identifying those obstacles and effectively conveying our observations to the owners, upper management and stake holders.

This course provides tools for identifying the obstacles for growth and strategies for conveying the return on investing in improvements to the finance and accounting systems.

Learning Objectives

After completing the course attendees will:

  • Identify and be more attuned to the finance/accounting/operational obstacles to a companies growth
  • Identify specific talking points to share with stakeholders conveying the value of investing in financial information systems suited for next phase of growth
  • Apply identification of hard and soft trends within the organization that are obstacles to the ability of the organizations growth

Major Topics
  • Outline some of the scenarios where internal operations can impede the growth of the organization
  • Review hard and soft external trends
  • Walk through evaluation of people, process and technology as it relates to the demands of the finance/accounting function within the organization
  • Review hard and soft trends within the organization
  • Communicating the cost of inertia, return on investment more capable financial systems

Who Should Attend

This course is designed for individuals in a strategic advisory role within a Client Advisory Service practice, or within an organization in senior financial roles (Controller/CFO)

Fields of Study
Business Management & Organization


Individuals should have demonstrated experience and education to be providing strategy, advisory and anticipatory services either within a Client Advisory Service practice or within an organization in senior financial roles (Controller/CFO)

Business Learning Institute

CPE Credits


This course is available for your group as:


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