Lean Financial Statement Setup Basics for Mfg & Non-Mfg

Date: Wednesday, September 19, 2018
Time: 1 PM – 5 PM
Location: Jekyll Island, Georgia
Fee: $450*

Presented By:

Jean Cunningham

Session Abstract:

A practical step-by-step approach on how to make your management financials more useful and aligned with your Lean efforts. Support for manufacturing and non-manufacturing companies will be included. You will leave with a detailed checklist to follow. A related 2018 article by Jean Cunningham from the Journal of Cost Management is included with your summit packet.

In this session you will:

  • A step by step approach to engaging operations in redesigning statements
  • How to create a template
  • How to implement a pilot
  • From advice for your personal needs for Lean statements


About the Facilitator:

As president of Jean Cunningham Consulting, Jean provides strategic Lean guidance, management training, workshops, and kaizen events to an array of clients. Her goal is to enable clients to tightly integrate their business functions (Lean Business Management, The Lean Office) with Lean operations, reduce waste, and maximize customer and product focus. In addition to her extensive consulting schedule, Jean speaks at Lean conferences and teaches Lean Accounting for the Ohio State University Master of Business Operational Excellence program.

Jean is the co-author of two books awarded the Shingo Prize for Research: Real Numbers: Management Accounting in a Lean Organization, an essential text for learning Lean Accounting, and Easier, Simpler, Faster: Systems Strategy for Lean IT, a book on the practical application of Lean IT.

Jean is widely recognized for her pioneering work in Lean Accounting, IT, HR and other non-production functions. She is an original thought leader for The Lean Accounting Summit and The Lean HR Summit. Jean is a board member of the Lean Enterprise Institute and the Lean Education Advancement Foundation. She formerly was the voluntary CFO of the Association of Manufacturing Excellence.

For over 15 years, Jean was the CFO and VP of Company Services at Lantech, LLC and Marshfield Door Systems, Inc. It was during these tenures that she developed her Lean acumen, driving Lean from the manufacturing floor into the business management functions to include finance, information systems, human resources, telecommunications, and others. Jean was a visionary in broadening the Lean journey to establish a continuous improvement culture and one of the first true Lean enterprises. Earlier, Jean was in finance at Digital Equipment Corporation and Westinghouse, holding a number of senior controllership and treasury positions.

Jean has a BS in Accounting from Indiana University and an MBA from Northeastern University’s Executive Program.


*NOTE: This workshop is run in affiliation with the Lean Leadership Week, which includes the Lean People Development Summit and Lean Accounting/Management Summit. You are not required to attend the Summit to participate in this workshop. Simply select only the workshop, and not the Summit, when registering.