Back to Search

Essential Tools for Measuring Success and Analyzing Risk

CPE

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $58 | Nonmember: $78


 More Information

Course No.
ON-DEMAND
Level
Intermediate
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended Essential Skills for the CFO and Controller on June 26, 2015, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Don't get stuck in traffic! Take your CPE in the office!

Explore some of the most essential tools for fully integrating the CGMA standards and learn to improve organizational results.

Hear Francis X. Ryan, CPA, CGMA, MBA and Matthew X. Ryan, CPA, CFE, MBA, cover the following:

  • Vision and responsibilities of CPA's
  • Governance models and risk management
  • Enterprise risk management
  • Strategic planning and forecasting
  • Operational risk analysis
  • Critical success factors
  • Performance appraisals


Speaker(s)

Francis X. Ryan, CPA, CGMA
Chairman
Semper Finance Inc.

Frank Ryan is Chairman of a management consulting firm in Lebanon, Pennsylvania, specializing in turnarounds, workouts, crisis management, strategic planning and working capital management. He has extensive experience working with banks in negotiating forbearance agreements, loan workouts, capital restructurings, vendor negotiations, and bank lending requirements. 

Prior to his consulting business, Mr. Ryan was the chief operating officer of a mid-sized manufacturing company. Additionally, he is the chairman of the Audit Committees of publicly traded companies and has extensive board level experience in the for-profit and non-profit arenas. He also serves on the board of a publicly traded bank. He is a retired Colonel in the United States Marine Corps, and has served in numerous contingency operations to include Haiti, Afghanistan, and Iraq. He received the “Outstanding AICPA Instructor” award in 1994-95 and again consecutively from 2005 to 2015.

 

Matthew is the President of a turnaround management consulting firm specializing in crisis management, strategic and operational planning and risk analysis, and due diligence research for companies ranging from manufacturing start-ups to established service organizations. In addition to his consulting practice, Matt co-writes and teaches professional education courses for state CPA societies and private companies across the country. 

Outside of his work in consulting and professional instruction, Matt has served for over a decade in the Pennsylvania Army National Guard. In 2009, he deployed to Iraq as a Company Executive Officer and Brigade Medical Logistics Officer. Still a member of the National Guard, Matt holds the rank of Captain and serves as Company Commander for a 150-soldier distribution/logistics unit.

Matthew is a part of the PICPA/Education Committee and the Treasurer of a U.S. Congressional Campaign.  He also serves as the Audit Committee Chairman for a Washington, D.C.-based educational institution, and serves on the board of a Philadelphia-based military service non-profit.


You May Also Like

Closely Held Business Owner Financial Planning Opportunities Webinar
Jan. 23 | Webinar
Determine the critical issues for closely held business owners. Recognize key issues crucial to the successful operation of a closely held ...
Don’t Let Your Schedule Get Away From You Webinar
Jan. 24 | Webinar
Participants will learn how to strategically plan their weeks and days, prioritize tasks, delegate, say “no” to non-essential tasks, limit distractions, and learn tools for stress management. ...
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior Webinar
Jan. 24 | Webinar
Learn why economists assume people are “rational” despite it sometimes being false. Realize that humans are both Mr. Spock (rationa) and ...