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Current Developments and Best Practices for Today's CFOs and Controllers Webcast

CPE

When
Oct. 25
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $259 | Nonmember: $359

CLE Credit Add-On: $50


 More Information

Course No.
723800
Level
Update
Prerequisites
Experience in financial management of a small or midsize company
Note
This is a 8 credit webcast

Description

In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization’s success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. This course is designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade, and also redesigned to concentrate on what we have learned from the pandemic. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year.

Highlights

  • Economic update
  • Leadership and management changes as a result of the pandemic
  • Expense control that works
  • Understanding our changing workforce and working environment
  • Financial risk analysis
  • Enterprise risk management
  • Metrics and benchmarking
  • Improving bank relationships and cash management
  • Social media’s place in our organization


Speaker(s)

James D Giannantonio, MBA, MS, CPA, CIA

Jay Giannantonio owns and operates his own consulting firm specializing in project management over finance transformation, internal control, and fraud accounting projects for large and medium-sized firms. He is a frequent speaker at fraud, performance management, and CFO process improvement seminars. Giannantonio was vice president of internal audit for a national commercial construction equipment leasing and retailer in 2005 and 2006 then director of CFO advisory services for ISA Consulting (now E&Y) from 2007 until he started his own firm in 2011. He began his career with Coopers and Lybrand (now PwC) in the audit and accounting practice, then spent nine years in corporate financial management at Verizon/Bell Atlantic, and then over eight years as a director in the World Class Finance Advisory and internal audit practices at KPMG. He also has been an associate adjunct professor at Widener University in the Master's in Business Administration program. Giannantonio earned his Master of Science degree from the University of Pennsylvania and his Bachelor of Business Administration degree, with an accounting concentration, from Drexel University.


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