In May I took a trip to Irvine, CA, back to the Pacific Southwest office that I worked in for 3 years. The PSW asked staff member Jeff Clay to take the role of Finance Professional (my previous job). Jeff and I worked together on a few different projects over the past 2 years and I was so excited when he accepted the role.
I was asked to go out and spend a few days with Jeff to help him get up to speed. I was the prime candidate for the task since I previously did the job and because training new Finance Professionals is part of my new role.
Jeff and I spent 2 days going over a lot of numbers, spreadsheets and details. We also spent time talking through priorities, policies, and guidelines.
