Jon Lokhorst, CSP, CPA, PCC

Indiana CPA Society Not-for-Profit Conference Presentation:
Many small organizations do not have the resources to employ both a chief financial officer and
a controller, requiring one person to wear both hats. Beyond that, business leaders often use
these titles interchangeably or don’t understand the different focus and skillset they require.
This session explores the unique challenges of each role and how the person who fills both can
successfully navigate those changes and… Show more

Indiana CPA Society Not-for-Profit Conference Presentation:
Many small organizations do not have the resources to employ both a chief financial officer and
a controller, requiring one person to wear both hats. Beyond that, business leaders often use
these titles interchangeably or don’t understand the different focus and skillset they require.
This session explores the unique challenges of each role and how the person who fills both can
successfully navigate those changes and provide exception value to their organization. Show less

Indiana CPA Society Not-for-Profit Conference Presentation:
Successful leadership transitions are critical to the sustainability and vitality of nonprofit
organizations. Yet, the 2016 Nonprofit Sector Leadership Report states that 77% of
organizations have no formal succession plan. To make matters worse, recent surveys show
that two-thirds of executive directors plan to retire or leave in the next five years at any given
time. And less than one-third of organizations have a… Show more

Indiana CPA Society Not-for-Profit Conference Presentation:
Successful leadership transitions are critical to the sustainability and vitality of nonprofit
organizations. Yet, the 2016 Nonprofit Sector Leadership Report states that 77% of
organizations have no formal succession plan. To make matters worse, recent surveys show
that two-thirds of executive directors plan to retire or leave in the next five years at any given
time. And less than one-third of organizations have a structured approach to leadership
development. That leaves many organizations sitting on a ticking time bomb that could derail
their future, if not threaten their existence. Unfortunately, although succession planning involves
many participants, few know where to begin. This session is designed to help nonprofit CEOs,
CFOs, auditors and board members jump start the conversation by identifying common barriers
to the planning process. The presentation addresses the keys to effective succession planning,
along with steps for organizations to take now to develop their next wave of leadership. Show less

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Many small organizations do not have the resources to employ both a chief financial officer and a controller, requiring one person to wear both hats. And while the two titles are often used interchangeably, there are actually distinct differences between the roles. Examine these distinctions and explore the unique challenges of handling both roles, including increased duties and tensions. Learn how to… Show more

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Many small organizations do not have the resources to employ both a chief financial officer and a controller, requiring one person to wear both hats. And while the two titles are often used interchangeably, there are actually distinct differences between the roles. Examine these distinctions and explore the unique challenges of handling both roles, including increased duties and tensions. Learn how to successfully navigate these issues by building critical relationships and strategic alliances within your organization. Discover how to shift your focus and mindset to deliver greater value to your company. Show less

South Dakota CPA Society Presentation:
Attracting, retaining, developing, and engaging top talent is among the greatest challenges confronting today’s leaders. Unfortunately, these challenges are magnified in the deadline-driven environment in which most CPAs, CFOs, and other financial leaders work. It takes an intentional, structured approach to develop your staff and build a high-performance team. This session offers several practical tools to forge your team into your organization’s… Show more

South Dakota CPA Society Presentation:
Attracting, retaining, developing, and engaging top talent is among the greatest challenges confronting today’s leaders. Unfortunately, these challenges are magnified in the deadline-driven environment in which most CPAs, CFOs, and other financial leaders work. It takes an intentional, structured approach to develop your staff and build a high-performance team. This session offers several practical tools to forge your team into your organization’s ultimate competitive advantage. Show less

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Is strategic planning a thing of the past? Not likely. But, in today’s rapidly changing, global environment, traditional strategic planning alone is insufficient. You must also develop strong strategic thinking skills to effectively navigate change and deliver exceptional value to your organization. Take a close look at the essence of strategic thinking, how it differs from strategic planning and ways to… Show more

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Is strategic planning a thing of the past? Not likely. But, in today’s rapidly changing, global environment, traditional strategic planning alone is insufficient. You must also develop strong strategic thinking skills to effectively navigate change and deliver exceptional value to your organization. Take a close look at the essence of strategic thinking, how it differs from strategic planning and ways to integrate it with traditional planning activities. Explore different approaches and methods to proactively build strategic thinking into your daily routine as a leader. Show less

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Attracting, retaining, developing and engaging top talent are some of the greatest challenges confronting leaders today. And, these issues are magnified to an even greater degree in the deadline-driven environment in which most CPAs and financial leaders operate. Learn how to take an intentional, structured and strategic approach to developing your staff and building a high-performance team. Examine the… Show more

Minnesota Society of CPAs Management & Business Advisers Conference Presentation:
Attracting, retaining, developing and engaging top talent are some of the greatest challenges confronting leaders today. And, these issues are magnified to an even greater degree in the deadline-driven environment in which most CPAs and financial leaders operate. Learn how to take an intentional, structured and strategic approach to developing your staff and building a high-performance team. Examine the implications of low employee engagement and discover new ways to motivate, recognize and celebrate your staff. Explore ways increase supervisor effectiveness through coaching and after-action reviews and get tips to maximize the supervisor-employee relationship. Gain tools and insights to turn your team into your organization’s ultimate competitive advantage. Show less

South Dakota CPA Society Presentation:
In recent years, an increasing emphasis has been placed on the need for CPAs to improve their leadership skills. Most leadership development is focused on the leadership of others. However, effective leadership of others begins with effective self-leadership. This session offers an inside-out approach to building the leadership capacity necessary to lead your organization in today’s rapidly changing marketplace.

Illinois CPA Society Controllers Conference Presentation:
Explore the unique challenges CFOs and Controllers face. Differentiate the two roles in terms of focus, duties, mindset, and skillset. Discover ways you can successfully navigate those challenges while providing exceptional value to your company.

Illinois CPA Society Controllers Conference Presentation:
Many non-accountants are unable to read financial reports and leverage them to enhance performance. Gain ideas and techniques that will enable you to help non-accounting staff, clients, and other constituents better understand their organizations and make more informed decisions. Leave with a jumpstart on making a greater impact with your next financial presentation, allowing you to gain confidence and increase your credibility within… Show more

Illinois CPA Society Controllers Conference Presentation:
Many non-accountants are unable to read financial reports and leverage them to enhance performance. Gain ideas and techniques that will enable you to help non-accounting staff, clients, and other constituents better understand their organizations and make more informed decisions. Leave with a jumpstart on making a greater impact with your next financial presentation, allowing you to gain confidence and increase your credibility within your organization. Show less

Illinois CPA Society Chicago Metro Chapter Presentation:
In recent years, an increasing emphasis has been placed on the need for CPAs to improve their leadership skills. Most leadership development is focused on leadership in a single direction: downstream on the organizational chart. However, the best leaders are effective in leading in all directions, starting with self-leadership. This session offers an inside-out approach to building the leadership capacity necessary to lead in today’s… Show more

Illinois CPA Society Chicago Metro Chapter Presentation:
In recent years, an increasing emphasis has been placed on the need for CPAs to improve their leadership skills. Most leadership development is focused on leadership in a single direction: downstream on the organizational chart. However, the best leaders are effective in leading in all directions, starting with self-leadership. This session offers an inside-out approach to building the leadership capacity necessary to lead in today’s rapidly changing marketplace. Show less

Minnesota Society of CPAs Tax Conference Presentation:
Staff retention is a major issue for firms of all sizes according to an AICPA Private Companies Practice Section report. Lack of employee engagement is a crisis in today’s workplace according to a Gallup survey. So what is a firm to do? Contrary to popular belief, tax season is an ideal time to invest in your staff. Discover how to increase engagement, build loyalty and reduce turnover while improving productivity and profitability for… Show more

Minnesota Society of CPAs Tax Conference Presentation:
Staff retention is a major issue for firms of all sizes according to an AICPA Private Companies Practice Section report. Lack of employee engagement is a crisis in today’s workplace according to a Gallup survey. So what is a firm to do? Contrary to popular belief, tax season is an ideal time to invest in your staff. Discover how to increase engagement, build loyalty and reduce turnover while improving productivity and profitability for your firm. Learn effective coaching techniques and practical approaches that will make your team want to stick around through busy season and beyond. Show less