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Controllership Skills Update: M&A and Alliances Webinar

CPE

When
Dec. 14
1:00 - 3:00 p.m.

CPE Credits
1-A&A; 1-Other

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
CON4-2018-01-WEBNR-348-01
Level
Update
Prerequisites
Experience and/or exposure to financial management
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

  • Identify and discuss the unique role of financial professionals in a potential transaction
  • Become aware of the potential pit-falls
  • Gain knowledge 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; Recent changes to U.S. taxes; Inversions; Internal venture capital activities; Incubators; 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


Speaker(s)

Anthony C. LaRusso, BA, MBA, CMA
Naples, FL

Tony has over 30 years of experience in industrial and service organizations. During his career he has held senior level management, operating and staff positions, including as President of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior level positions in finance, planning and business development, as well as being a Board member in start-up companies. Prior to retiring, during 2003, he was the President of a major division in an international company.

Tony had been an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at Annual Meetings, programs at universities and served as an officer in trade associations. Tony also has had two books published:  Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who.

In addition, since retiring from full-time employment, he has lectured in 35 states including at major corporations, conducted consulting activities and managed real estate investments for a family company. Tony has developed and written courses for the American Institute of CPAs (AICPA), was a reviewer for a new book and authored an article How to Avoid Tunnel Vision.

2/2018


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