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C P A F I R M W O R K S H O P
What Auditors Should Know About Lean Accounting
Effectively support your clients who are embracing lean manufacturing principles and leverage lean knowledge to improve your own firm's productivity.
Key Learning Objective
This workshop is designed specifically for CPA firms and auditors who support manufacturing clients.
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Learn about key elements of the client's lean activities to better understand their goals
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Gain knowledge of basic lean terminology and the implications of lean to increase credibility with clients
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Gain knowledge on how the audit plan might change as clients have successful lean transformation
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Understand how lean principles can be applied to the CPA firm activities to increase firm productivity
Register today
Available CPE Credits: 7
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July 11, 2008
9:00 a.m. - 4:30 p.m.
8250 Woodfield Crossing Blvd., Suite #100, Indianapolis, IN
Indiana CPA Society Office
Who Should Attend?
Auditors, CPA firm managers, CPA firm office managers, internal auditors
Workshop Fee:
$850 includes materials & lunch
Register Today!
Registration Link
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Noteworthy
"Most manufacturing companies are adopting the Toyota Production System called "Lean"... Do your auditors know what that means?"
"Put real punch in your promise to help your clients with new business practices."
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Workshop Agenda...
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Registration and Opening Remarks |
| 8:30am - 9:00am |
Registration and networking
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| 9:00am - 9:30am |
Introductions and workshop orientation
Facilitator: Jean Cunningham
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Manufacturing Simulation and Understanding Lean Financial Statements |
| 9:30am - 11:30am |
 Manufacturing Simulation
Facilitator: Jean Cunningham
- Fun simulation which will make lean come to life in only two hours!
- What and why is there LEAN accounting?
- How does a Lean transformation impact
the company operational and financial
performance.
- See what happens in a manufacturing kaizen.
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11:30am - 12:00pm
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Understanding lean financial statements
Facilitator: Jean Cunningham
- How does lean affect accounting and what changes will you see at your clients
- Reporting, Value Stream Statements, Metrics
- Changes to Accounting Operations as lean applied throughout the client company
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12:00 pm - 12:45 pm |
Lunch
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What Auditors MUST know... |
| 12:45pm - 2:00pm |
.jpg) What auditors need to know
about lean
Facilitator: Janice Frampton, CPA
- Useful terminology: Words you're likely to hear when talking with your clients and what they mean.
- Impact to audit plan activities.
- Engaging clients during lean transformation; avoiding surprises and reducing roadblocks.
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2:00pm - 2:15pm |
Break
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Lean in YOUR firm... |
| 2:15pm - 4:15pm |
 Applying lean to the accounting firm: Improving firm operations and the bottom line
Facilitator: Dustin Hostetler
- Find out how to identify and reduce the eight categories of waste (errors, overproducing, waiting, not utilizing people's talents, transporting, inventory, motion and excess processing) to improve processes in a CPA firm.
- Understand the unique link between manufacturing and service—CPA firms "manufacture" services every day. When you begin to think of your tax returns and other processes as a manufacturing process and apply the lean toolset, process improvement opportunities are incredible.
- Identify new metrics to track instead of the decades-old traditional accounting firm metrics. Your efforts to increase chargeable hours may actually be decreasing productivity.
- Recognize what bottlenecks exist in your operations—and the fact that your top performers or specialized people may be your biggest bottlenecks.Â
- Discover what is needed to roll out process improvement initiatives at your firm and what we learned when we turned the tables on ourselves.
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4:15pm - 4:30pm |
Wrap-up and Closing Q&A |
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Register today
Workshop Presenters...
| Jean Cunningham
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Jean is widely recognized as one of the pioneers of lean accounting having participated in environments adopting lean beyond manufacturing since the early 90's and given lectures and providing consulting on it since the mid-90s. She is the former Vice President and CFO at Lantech, Inc. and Marshfield Door Systems. She is currently the CFO at Stiles Associates, the premier executive retain search firm focused on lean. Jean is also the CFO and a Director-at-Large for the Association for Manufacturing Excellence , a well known business association providing lean workshops and other industry events.
Jean has published two books of practical application based on her corporate lean journey. Real Numbers won the Shingo Prize for research in 2004 and has become an essential lean accounting text. Easier, Simpler, Faster won the Shingo Prize for research in 2008 and is already recommended reading for lean IS/IT efforts. She also contributed to Lean Accounting, a collection of works by lean experts. Jean is one of the founding and ongoing Thought Leaders for the Lean Accounting Summit.
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| Janice Frampton
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Janice Frampton is former Director of Finance Excellence for Solectron Corporation where she was responsible for disseminating lean concepts across Solectron's Finance organization worldwide. Her focus was on developing and providing training and guidelines to build functional lean leaders as well as drive and measure the impact of lean events across a decentralized and diverse finance team.
Janice's prior Solectron experiences include General Manager of a New England based manufacturing plant with an expertise in new product introduction as well as Director of Finance and Administration for a self-contained subsidiary.
Prior to joining Solectron, Janice spent fifteen years with Digital Equipment Corporation/COMPAQ Computer Corporation in various financial roles, including OEM Divisional Controller, European and Asian Internal Audit Manager, International FP&A Manager as well as several positions in the Corporate Controller's office.
Janice has a BS in Accounting from Rochester Institute of Technology and is a Certified Public Accountant.
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| Dustin Hostetler
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Dustin Hostetler is a business consultant and Lean Six Sigma Master Black Belt for Rea & Associates, Inc., a top 100 accounting and business consulting firm with offices in Ohio. He helps clients implement lean and six sigma concepts in their office and service functions. Industries where he's applied his talents include: manufacturing, retail, food service and professional services. In addition, he is a pioneer in helping accounting firms apply lean concepts to their unique functions like tax return and payroll preparation, pension administration, bookkeeping and governmental auditing.
He holds a bachelor's degree in finance from The Ohio State University, graduating magna cum laude. He also received both his Black Belt and Master Black Belt certificates from Kent State University.
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Register today
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