Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

22WS-0164: Surgent's Controllership Skills Update: Current Survival Skills (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, May 20, 2022
9:00am - 11:00am Central Time
2 CPE (1 technical, 1 non-technical)

Alternate dates & more options

The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of selected items in the recent tax regulations, additional examples in M&A, methods to improve efficiency from existing activities, as well as current organizational changes employed to manage and accelerate growth.

Major subjects

  • Changing Role of Financial Professionals:
  • Priorities
  • Change in mission
  • Valued-added actions
  • Strategic Measurements:
  • Common errors and guidelines for improvement
  • Balanced scorecard
  • Strategy development and implementation
  • Budgeting basics and next steps
  • Risk Management:
  • Recent lessons
  • Defining Enterprise Risk Management (ERM)
  • Implementation
  • Developing a Financial Leadership Pipeline:
  • Changing employment environment
  • Retaining the right employees
  • Compensation
  • Hiring process
  • Capital Projects:
  • Types of projects
  • Factors affecting capacity
  • Valuation techniques
  • Cash management
  • M&A Activity:
  • Current environment
  • Controller's role
  • Strategic questions
  • Sample transactions
  • Due diligence
  • Implementation
  • Introducing Improvements/Innovation:
  • Getting started
  • Establishing an environment
  • Potential first projects
  • Organizational structure

Learning objective(s)

  • Provide an overview of the expanded role of financial professionals
  • Gain knowledge in a diverse range of activities
  • Explore analytical valuation techniques that are useful over a board range of events
  • Understand the potential value of improving existing practices and/or implementing missing ones
  • Recognize immediate actions that can result in measurable benefits to an organization
  • Identify specific areas for further exploration

Who should take this program?

Public, private and non-profit organizations and their members -- CFOs, CEOs, controllers, auditors, and managers

Fees

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00

More program information

Instructor Anthony LaRusso, CMA, MBA
Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Accounting - Technical (1.0)
Level Update
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience and/or exposure to financial management
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.