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Surgent's Controllership Skills Update: Current Survival Skills (CON2)
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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 The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future.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 o

5/21/2019
When: 05/21/2019
8:00 AM
Where: Webcast
SURGENT
CON2-2019-01-WEBNR-141-01
United States
Presenter: Tony La Russo, BA, MBA, CMA


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Acronym CON2
CPE 2 Hours
Vendor Surgent
Category
Accounting (Technical) (1), Business Mgmt & Org (Non-Technical) (1)
Level Update
Yellow Book? No
Registration Fees
Members* $89
CPA Non-Members $109

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

Course Description

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 The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future.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.

Objectives

  • 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 

Major Topics

  • 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

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

Prerequisite: Experience and/or exposure to financial management

Note: Login instructions will be provided by the webcast vendor (AICPA).

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