On-Demand


1 CPE

Surgent's Controllership Skills Update: Current Survival Skills

On-Demand
1 CPE

Learning 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, including Black Swan events
    • 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

CPE Credits Available

1 CPE
1
Accounting

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Accounting & Auditing

Prerequisites

Experience and/or exposure to financial management

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

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  • COCPA Non-Member

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