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Controllership Skills Update: Current Survival Skills Webinar

CPE

When
Sept. 21
1:00 - 3:00 p.m.

CPE Credits
1-A&A; 1-Other

Details

 Pricing

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
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

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 The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future.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


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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