The Changing Role of the CFO and Controller
From Financial Analysis to Business Operations, the Influence of CPAs in Corporate Finance Continues to Grow
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April 8 | 9:00-10:00 a.m.
Discuss what impact claiming the employee retention credit could have on Paycheck Protection Program (PPP) loans. Uncover the IRS guidance you need to know now.
- Evaluate employee retention credit eligibility prior to filing your PPP forgiveness application
- IRS guidance on surplus wages used for PPP forgiveness
- IRS guidance to help clarify whether a government order constituted a partial shutdown
Thomas Barnes, CPA
Operations Controller, CHEMSTREAM INC.
Listen to how PICPA member Tom Barnes, CPA, uses his membership to connect with fellow corporate CPAs.
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Many CPAs may think achieving the chief financial officer (CFO) position will be the pinnacle of their career, but that shouldn't be the case. The strongest CEOs are those who are the most fiscally responsible, so the move from CFO to CEO should be thought of as a natural progression.
Working remotely for nearly a year has taught us many things about virtual interactions. Perhaps one of the most universal truths is that giving virtual presentations can be a challenge. While stillness and calm are great skills for meditation, they don’t win the hearts and minds of your audience on a virtual platform.
Finance teams manage multiple projects, processes, and workstreams. Too often we trust ourselves to remember what’s important, but we are fallible humans. We make mistakes. Things fall through the cracks. To help us manage, consider the lowly checklist.
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Financial services are critical to the long-term viability of an organization, yet the global pandemic and the resulting economic uncertainty presents a challenge even to the most well-established banking relationships. Over the past year, lenders and borrowers contended with the introduction, and regulatory evolution, of new federal programs – such as the Paycheck Protection Program – and the frustrations of maintaining operations amidst public health regulations. Here are a few tips for fostering productive communications with your lender during difficult times and beyond.
At many middle-market companies, mergers and acquisitions (M&A) are few and far between. But if your company’s strategy includes growth by acquisition, M&A needs to be a core competency. Fortunately, this does not require staffing a large internal transaction group.
In a preview of his presentation at the March 18-19 PICPA CFOs and Controllers Conference, “CFO Whisperer” David Axson, a CFO strategist and adviser, joins us to discuss the role of the organizational advisor. We also touch on how COVID-19 has shaped the function as well as the future for finance professionals.
In a preview of his Business & Industry column in the spring 2021 Pennsylvania CPA Journal, Barry M. Pelagatti, CPA, a partner in the audit services group of RKL LLP in Exton, Pa., discusses the importance of cultivating stronger relationships with your organization’s lenders, especially during times of economic upheaval.