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Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers Webcast

CPE

When
Nov. 18
12:30 - 4:00 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
721200
Level
Intermediate
Prerequisites
Experience in financial management of a small or midsize company
Note
This is a 4 credit webcast

Description

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. 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. Become the “financial hero” of your organization and make a positive impact on the bottom-line.

Highlights

  • 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
  • Improving bank relationships and cash management


Speaker(s)

Carl F. Shultz, MBA, CPA, CGMA

Carl Shultz is an MBA, CPA, and CGMA. He has extensive experience serving as a financial executive with Fortune 500 companies and “Big Four” public accounting firms; consulting for small-to-large companies and individuals; and leading a range of accounting and financial functions. Carl has played a key role in building new companies and key financial functions to improve net income, install controls, audit functions, and manage large complex projects to successful, timely completion on or under budget.

Currently, Carl provides financial and tax preparation and planning to individuals and small businesses. He is also Managing Director of CFS Consulting, LTD, which provides financial, internal control, and administrative consulting services.

He is an adjunct professor of accounting at Rider University, The College of New Jersey, and Philadelphia University. Carl has also lectured at professional seminars and to groups on financial accounting and tax matters. He has published in such professional journals as Taxation for Accountants, Taxation for Lawyers, and Controller’s Quarterly.

Carl is a graduate of La Salle University with a degree in Accounting, and has also earned an MBA degree from Drexel University in Finance and Accounting. Carl is a decorated veteran of the Vietnam War, where he served as an officer in the U.S. Army.


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