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整合团队的力量.pdf

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1、For Financial Professional Use Only/Not for Distribution to the PublicAICPA&CIMAFuture of FinanceThe Power of Integrated TeamsDecember 11,2024For Financial Professional Use Only/Not for Distribution to the Public2Lindsey H.Oshita,CPASVP Chief Accounting OfficerDecided to be an accountant at age 16Wo

2、rked at a local accounting firm in San Francisco during high school and collegeWorked as an auditor at Deloitte for 6 years,primarily in Financial ServicesStarted at Franklin Templeton in 2009,leading various teams over the last 15 yearsTechnical AccountingCorporate AccountingSEC ReportingSOX RiskES

3、G Corporate ReportingInternational Accounting and ReportingIntroduction&GoalsWhat do we want to get out of this session:Identifying what is most important to your personal organizational journey Having key takeawaysHearing from the experiences of others in this sessionOthers?For Financial Profession

4、al Use Only/Not for Distribution to the Public3Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:What is the most important characteristic in leading integrated teams?For Financial Professional Use Only/Not for Distribution to the Public4Live Content SlideWhen pl

5、aying as a slideshow,this slide will display live contentPoll:What are the most significant challenges facing senior Finance leaders today?For Financial Professional Use Only/Not for Distribution to the PublicIntegrating Global Teams Challenges and Strategies5Cultural DifferencesHow to read between

6、the lines high vs.low context culturesHow to fight assumptions“People in the US/Asia/Europe/etc.always do”Team ConnectivityHow to incorporate onshore and offshore teamsHow to you make everyone feel connected to companyDecision MakingFacilitating global conversations Provide autonomy to global region

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标记中的内容描述了一场关于财务未来和整合团队力量的会议。会议日期定在2024年12月11日,由Lindsey H. Oshita, CPA主讲,她自16岁起就决定成为一名会计师,高中和大学期间在旧金山的一家当地会计事务所工作,后又在Deloitte担任审计师6年,主要服务于金融服务行业。自2009年起在富兰克林邓普顿领导了多个团队。她讨论了技术会计、公司会计、SEC报告、SOX风险、ESG企业报告和国际会计与报告等主题。 会议的目标是确定对个人组织旅程最重要的因素,获取关键见解,并分享其他人的经验。会议还包括现场内容的幻灯片,以及关于领导整合团队最重要的特征和高级财务领导面临的最大挑战的投票。在讨论整合全球团队时,涉及文化差异、团队连通性、决策制定和全球时区协调等挑战,并提出了相应的策略。 此外,会议还探讨了数字转型的优先事项,如何平衡大型项目与必要的小任务,以及组织在AI使用方面的立场。最后,会议总结了建立持续变革文化的关键点,包括促进多轮改进、培训员工使用技术、识别问题所在和鼓励尊重的辩论等。会议以一个调查结束,要求与会者评价本次 session,并提出了个人行动项目。整体而言,会议旨在为财务领导提供策略和工具,以应对不断变化的财务景观。
"会计专家的人生旅程" "整合团队领导的关键特质" "全球财务管理面临的挑战"
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