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Date / Time / Location

Friday, October 18, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830
732-494-6200

CPE Credits

  • 8.00 CPE Credits in MT

Pricing

  • $379.00 - Non Member
  • $279.00 - Member

Course Developer

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to their organization’s success. They need to stay abreast of the latest proven financial skills so they can make wise decisions. But they also need to be able 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 seminar gives the CFO and the controller the skills needed to lead their organizations into the rapidly changing decade.

Designed For

CFOs, controllers and finance professionals.

Benefits

  • Understand the current issues and latest trends impacting CFOs, controllers and finance professionals
  • Understand how domestic and global economic conditions could impact the organization
  • Lead the organization into the rapidly changing decade
  • Apply the latest tools that will positively impact the organization

Highlights

  • Economic update
  • Pricing and costing strategies
  • Expense control that works
  • Better credit decisions
  • Financial risk analysis
  • Enterprise risk management
  • Metrics and benchmarking
  • Use and misuse of derivatives
  • Improving bank relationships and cash management
  • Social media and the cloud
  • Negotiation skills for finance professionals

Course Level

Update

Prerequisites

Experience in financial management of a small or mid-size company.

Advance Preparation

None

Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Carl Shultz

Carl F. Shultz, CPA, M.B.A., CGMA
Surgent Professional Education

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 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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