Controllership Skills Update: Current Survival Skills Webinar

Sep 21
1:00 - 3:00 p.m.

Online

1-A&A; 1-Other
CPE Credits

The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of selected items in the recent tax regulations, additional examples in M&A, methods to improve efficiency from existing activities, as well as current organizational changes employed to manage and accelerate growth.
Highlights

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
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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. CON2-2021-01-WEBNR-264-01

Level: Update

Prerequisites: Experience and/or exposure to financial management

Notes
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.

Speaker(s)

Anthony LaRusso

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