Lean Accounting and Metrics

Details

Description 

After a brief reintroduction to the importance of lean accounting statements, we will layout lean financial statements by value streams or product lines. In the afternoon we will focus on implementation issues, creating buy-in, metrics and forecasting.

Let’s really get down and dirty and come out of this session with your lean accounting statements drafted and ready to plan your implementation.  You may have heard of lean accounting, attended a webinar, or even attended a conference. This time, you will work with Excel and your own financials and leave with a good start to your own lean statements. 

Course Learning Objectives 

• how to separate variable and non-variable costs
• how to report costs that are shared
• options for reporting sales for mixed product lines
• options for valuing inventory with lean accounting
• Steps to launch lean accounting
• Lean metrics and lean forecasting to support lean enterprise

Workshop Recommendation

• Bring a laptop if you want to work in Excel.
• Also bring your existing financial statements.

About the Presenter

Jean Cunningham, widely recognized for her pioneering work in Lean Accounting, IT, HR and other non-production functions (“the Lean Office”), is principle of Jean Cunningham Consulting. Providing workshops, kaizen events, and strategic coaching, Jean helps companies fully integrate all their business functions with lean operations to minimize waste and maximize customer focus. She is an original Thought Leader of the Lean Accounting Summit.

Jean is the co-author of the acclaimed book, Real Numbers: Management Accounting in a Lean Organization, an essential text for learning Lean Accounting.  She is also co-author of Easier, Simpler, Faster, a book on applying lean principles to information systems processes and optimizing output data within the lean workplace.  Both books were awarded the Shingo Prize for Research (2004, 2008).

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 office functions to include finance, information systems, human resources, telecommunications, and others. Jean was a leader in broadening the lean vision to establish a continuous improvement culture and one of the first true lean enterprises.

Prior to joining Lantech, Jean was a financial professional with Digital Equipment Corporation and Westinghouse Electric, holding a number of senior controllership and treasury positions.

Workshop Fee: $495

What's included?

--  Hand’s on, interactive learning

--  Refreshments throughout the day

--  Catered lunch

--  Workshop materials

--  Networking with peers
 

Recommended Hotel
 

Hampton Inn and Suites Closest hotel to the Bunker @ Flexware 11575 Commercial Drive, Fishers, IN 46038-2954 (317) 913-0300

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