Surgent's Controllership Skills Update: M&A and Alliances (Webinar)

Code: WSCON403

Date Friday, March 27, 2020
Time 12:00PM - 2:00 PM
Central Time
Location Online
CPE credits CPE 2.0
of study
Accounting - Technical (1.0)
Business Management & Organization - Non-Technical (1.0)
Instructor Anthony LaRusso, CMA, MBA
American Institute of Certified Public Accountants
Standard member fee $89.00
checkmarkStandard nonmember fee $89.00

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Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions. More recently, M&A activity has grown to record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides a roadmap including specification actions, for financial professionals, focused on improving the results of an acquisition, sale, formation of an alliance and/or outsourced activities. As with the three other Controllership Skills Update programs (Risk Management; Budgeting, Forecasting and Big Data, and Current Survival Skills) this session is also aimed at renewing your existing skills and providing specific actions to improve your organization's results. Updated to include discussions on the potential impact of the new tax regulations, corporate structures to manage M&A, and internal venture capital activities, as well as strategic spin-offs/splits and managing outsourced activities.

Who should take this program?

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

Major subjects

  • Recent Trends: MandA activity, Contributing factors/reasons for record levels, Examples of recent transactions, Inversions, Strategic spin-offs/splits
  • Expanded Role of Financial Professionals: Establishing strategy, Valuation techniques, Execution plan, Due diligence, Sources of industry information Post-completion evaluations
  • Negotiations: Improving your communication skills, Establishing an environment for success,
  • List of Do's and Don'ts
  • Alliances and Outsourcing: ,teps to forming an alliance, Examples of recent alliances, Determining if outsourcing is correct for your organization, Steps to improve results

Learning objective(s)

  • Identify and discuss the unique role of financial professionals in a potential transaction
  • Become aware of the potential pit-falls
  • Keep informed of the skills required for successful transactions
  • Develop a framework, with specific actions, to manage the selection, valuation, negotiation and execution of a transaction
  • Stay up-to-date and improve these strategic, non-traditional, skills


Course code Code WSCON403
Sponsor Surgent
NASBA ID#: 103212
Level Update
Format Group Internet Based
Prerequisites Prereq. Experience and/or exposure to financial management