March 29, 2024

Webinar

2 CPE

Webinar (CPA Crossings): CFO Series: Enhancing Sales: Work with Sales to Drive Result

March 29, 2024
Webinar
2 CPE

Webinar (CPA Crossings): CFO Series: Enhancing Sales: Work with Sales to Drive Result

  • View Bio

    Instructor

    Jane
    Mims

    View Bio

    Jane Mims, Ph.D.

    Bio

    Jane Mims, PhD, has more than 20 years of experience improving communication and effectiveness in upper and middle management and building quality teams. Her varied professional background includes sales, marketing, fundraising, journalism, and advertising. Jane is an Emmy award-winning journalist who lives in Memphis, TN with her husband Bob, daughters Holland & Claire, two spirited Goldendoodles, and two cats.

  • Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line
  • we will discuss how. Working together yields superior results.

Learning Objectives

After attending this presentation, you will be able to...
  • Recognize the roles of the sales function and sales team.
  • Determine the needs of the sales team.
  • Formulate effective incentive plans.
  • Calculate value and profitability.

Major Topics

The major topics covered in this course include:
  • Understanding the sales function and sales team.
  • Differing backgrounds, expectations and motivations.
  • Developing strong relationships, credibility, and trust.
  • How to ascertain what Sales really needs.
  • Effective incentive plans that can be understood by the sales team.
  • Becoming the key support person for sales.
  • Communicating value and profitability and explaining risk.

CPE Credits Available

2 CPE
2
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

At least six (6) months of professional financial statement analysis experience and at least six (6) months experience working with sales or business development.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, CPAs, Accountants, Board members, advisors, and Consultants and Business owners and others interested in becoming more effective within the organization.

Provider

CPA Crossings, LLC

This event has ended.