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How an Operational Assessment Can Help Plan for the Future

HOW AN OPERATIONAL ASSESSMENT CAN HELP PLAN FOR THE FUTURE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 2, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar will review timely succession plan strategies and considerations for executives and business owners. The Great Reshuffle is in full swing and shows no signs of slowing. Instead of leaving the workforce, however, many employees are reconfiguring their careers. Childcare needs, opportunities for more flexibility or better compensation, and growing workforce demands have all contributed to significant personnel changes in most industries. How your organization plans for job succession could mean the difference between a successful transition and a disastrous one.

Join this webinar as our panel shares insights to help executives and business owners assess whether a job succession plan is appropriate for their organization.

Learning Objectives:


  • Evaluate major areas to consider when formalizing a job succession preparedness strategy

  • Determine the importance of segregation of duties and cross-training employees

  • Identify how succession planning in one department can have a cross-organizational impact

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Corinna Creedon

Forvis Mazars
Managing Director | New York Office Advisory Services Practice Leader
[email protected]

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Corinna is a Managing Director of Forvis Mazars and leads its National Nonprofit Advisory Services Practice, as well as the New York Metro Area's Emerging Outsourced Accounting Services and Advisory Services Practices. Corinna is also the National Leader for Forvis Mazars’ Nonprofit Digital Technology Strategy and Innovation team.

She brings more than 25 years of experience as a finance executive, where she has provided interim- and outsourced-CFO services to a wide range of organizations. Well-known for her strong project management skills and providing unmatched client experiences, Corinna is widely regarded for her ability to quickly assess an organization’s needs and execute engagements in a timely manner. She excels at leveraging technology to automate and enhance efficiencies, and redesigning accounting departments to provide for effective internal controls over financial reporting processes which also support the strategic plans of the organization’s mission.

Corinna is a frequent speaker at regional and national conferences such as the Annual AICPA CIMA Nonprofit ENGAGE Conference. Prior to joining Forvis Mazars, Corinna ran her own consulting practice, specializing in outsourced and interim CFO engagements, special projects, and PMO engagements. Corinna began her career in audit at a Big 4 accounting firm and then moved into the private sector and nonprofit arenas serving in senior finance executive roles.
She is a member of the American Institute of CPAs and the New York State Society of CPAs.

Corinna holds dual degrees in accounting and international business from NYU Stern School of Business and is a licensed CPA in New York. She has also been honored as one of Crain’s New York’s Notable Leaders in Accounting and Consulting in each of 2020, 2021, 2022 and 2023.

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Andrew is a Director of Forvis Mazars and the office Champion of the New York Metro Area Nonprofit Advisory Services Practice, as well as the Nonprofit Advisory Services Digital Technology Strategy and Innovation Team. Andrew has 13 years of experience serving nonprofit and public sector organizations. He is versed in various aspects of internal and external reporting, grants management and procurement, system implementations, and accounting system automation design. He also has experience in dealing with tax matters for exempt organizations, payroll tax considerations, and other filings.

Prior to joining Forvis Mazars, he ran the accounting department for a large microfinance institution, helping them centralize all accounting systems for their nationwide operations. He also was a managing tax accountant at a regional public accounting firm specializing in Form 990 preparation and review.

Andrew is certified in FENXT and Sage Intacct. He has intimate knowledge and training on many other GL, AP, Budgeting, Purchasing, and Fixed Asset Platforms.
He is a member of the American Institute of CPAs and is a licensed CPA in New York and Pennsylvania.

Andrew is a graduate of Muhlenberg College, Allentown, Pennsylvania, with a B.A. degree in accounting and finance.

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.