Text

4 CPE Credits

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

Text
4 CPE Credits

This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers, and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. This year, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the “financial hero” of your organization and make a positive impact on the bottom line.

Learning Objectives

  • Make better financial decisions that have a positive impact on the organization
  • Lead the organization into the rapidly changing decade
  • Apply what we have learned from the recent changes in organizations and in AI to have a positive impact on the organization
  • Apply what we have learned from recent economic and political changes to have a positive impact on the organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Major Topics

  • Latest state of the economy
  • Expense control that works
  • Understanding our changing workforce and working environment
  • Artificial intelligence
  • Financial risk analysis
  • Enterprise risk management, including looking at AI
  • Improving bank relationships

CPE Credits Available

4 CPE Credits
2
Business Management & Organization
2
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business/Practice Management

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

None

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 79 79
    Join

  • COCPA Non-Member

    $ 103 103
    Your Price

Please login to register.