Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
Overview
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
Highlights
- Taking a strategic perspective relative to risk management and crisis management
- Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making
- Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction
- Managing the debt and equity mix for your organization in a rapidly changing economic landscape
- Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally
- Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
- Evaluating retirement programs with Social Security funding for your employees
- Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment
- Influencing growth through acquisition of distressed organizations
- The economic way ahead for the CFO/Controller
Prerequisites
None
Designed For
Financial executives including CFOs, Controllers, and Managers
Objectives
- Understand the current economic issues for the CFO/Controller, including:
- Strategic operational planning and risk management
- Regulatory, fiscal, and monetary policies and their impact on the organization
- Managing the finances of the organization during periods of rapid changes
- Managing risk in an uncertain economic climate
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education.
Leader(s):
Leader Bios
Francis Ryan
Frank Ryan is president of a management consulting firm specializing in turnarounds, workouts, crisis management, strategic planning, and working capital management. He has extensive experience working with banks in negotiating forbearance agreements, loan workouts, capital restructurings, vendor negotiations and bank lending requirements. Prior to his consulting business, Mr. Ryan was the chief operating officer of a $70 million company. He is a reserve officer in the United States Marine Corps, and received the “Outstanding AICPA Instructor” award in 1994-95.
Non-Member Price $329.00
Member Price $279.00