Miles Hutchinson, experienced CPA and financial analyst, will discuss the basic principles of policy and procedure design, how to plan a project, including a detailed project budget, how to write clear and concise standards, how to obtain senior management approval of your policies and procedures, how to ensure compliance with those procedures, and the most efficient way to keep your processes up-to-date. He will provide practical instructions and guidance for testing the quality of your accounting procedures.
Why should you Attend:
This webinar can help you develop a solid plan to move your organization toward regulatory compliance, efficiency improvements, standardized processes, and adequate documentation of your policies and procedures.
Bonus: Use Mr. Hutchinson's MicrosoftTM ExcelTM-based project planning tools to organize the steps, timeline, project leaders and teams. Learn the best resources to help you complete the project with stellar results.
Areas Covered in the Session:
Starter Question: There's so much to do! Where and how do I begin?
How to prioritize your list of needed procedures
Aligning the role of policies and procedures with your business model
How to involve the right people to ensure acceptance and success
How to write a practical and effective leadership endorsement memo
Step-by-step action plan for smooth development and rollout of new policies
Useful templates and plans to develop your policies and procedures
Where and how to introduce internal controls into the development process
How to use the power of language to design unequivocal action-oriented procedures
How to provide for exception transactions
Don't reinvent the wheel - where to find samples of pre-written policies and policies and procedures to help you finish this project in record time