July 19, 2023

In-Person

The Ridgeline Hotel Estes Park
101 S St Vrain Ave, Estes Park, Larimer County, Colorado 80517

2 CPE Credits

CPE Mountain Retreat: Thriving in Recessionary Times

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    Instructor

    Jim
    Lindell

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    Jim Lindell

    Bio

    Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

    Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

    Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

    Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

    Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

The news is alive with the potential of the next recession. Explore how to understand business cycles and recessions and, most importantly, how to position your organization to navigate through tougher economic times successfully.

Learning Objectives

  • Review of historical recession patterns
  • How to determine when the next recession will occur
  • Strategic and tactical steps to take before, during and after a recession
  • Identify key tools to identify recession patterns
  • Understand the emotional and behavioral effect of a recession on our shareholders, employees and stakeholders

Major Topics

  • Determining an appropriate sense of quantitative and qualitative materiality
  • Identifying the critical components of the financial statements that matter most to financial statement users
  • Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks

CPE Credits Available

2 CPE Credits
2
Business Management & Organization

The Ridgeline Hotel Estes Park

101 S St Vrain Ave, Estes Park, Larimer County, Colorado 80517

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Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

Industry CPAs and Public CPAs that wish to understand how to move to the next level within their organization.

Provider

Thorsten Consulting Group Inc

This event has ended.