Controllership Skills Update: M&A and Alliances Webinar

Mar 28
1:00 - 3:00 p.m.

Online

1-A&A; 1-Other
CPE Credits

  • 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

Highlights
  • Recent Trends:
    • M&A 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:
    • Steps to forming an alliance
    • Examples of recent alliances
    • Determining if outsourcing is correct for your organization
    • Steps to improve results

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. CON4-2017-01-WEBNR-87-01 Level: Update

Prerequisites: Experience and/or exposure to financial management

Notes
Your log-in instructions will be sent by Surgent at least 24 hours before the webinar.

Speaker(s)

Anthony LaRusso