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Date / Time / Location

Monday, August 26, 2019
10:00 AM - 12:00 PM

Webcast

CPE Credits

  • 1.00 CPE Credits in MT
  • 1.00 CPE Credits in AA

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

Also Available On

Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions. More recently, M&A activity has grown to record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides a roadmap including specification actions, for financial professionals, focused on improving the results of an acquisition, sale, formation of an alliance and/or outsourced activities. As with the three other Controllership Skills Update programs (Risk Management; Budgeting, Forecasting and Big Data, and Current Survival Skills) this session is also aimed at renewing your existing skills and providing specific actions to improve your organization’s results. Updated to include discussions on the potential impact of the new tax regulations, corporate structures to manage M&A, and internal venture capital activities, as well as strategic spin-offs/splits and managing outsourced activities.

Designed For

Public, private, and non-profit organizations and their members – CFOs, CEOs, controllers, auditors and managers.

Benefits

  • Identify and discuss the unique role of financial professionals in a potential transaction
  • Become aware of the potential pit-falls
  • Gain knowledge of the skills required for successful transactions
  • Develop a framework, with specific actions, to manage the selection, valuation, negotiation and execution of a transaction
  • Stay up-to-date and improve these strategic, non-traditional, skills

Highlights

  • Recent Trends: M&A activity; Contributing factors/reasons for record levels; Examples of recent transactions; Recent changes to U.S. taxes; Inversions; Internal venture capital activities; Incubators; Strategic spin-offs/splits
  • Expanded Role of Financial Professionals: Establishing strategy; Valuation techniques; Execution plan; Due diligence; Sources of industry information; Post-completion evaluations
  • Negotiations: Improving your communication skills; Establishing an environment for success; List of Do’s and Don’ts
  • Alliances and Outsourcing: Steps to forming an alliance; Examples of recent alliances; Determining if outsourcing is correct for your organization; Steps to improve results

Course Level

Update

Prerequisites

Experience and/or exposure to financial management.

Advance Preparation

None
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Anthony LaRusso

Anthony C. LaRusso, CMA, M.B.A.
AICPA/Professional Development Institute

Tony has over 30 years of experience in industrial and service organizations. Over the course of his career he has held senior-level management, operating, and staff positions, including as president of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior-level positions in finance, planning, and business development, as well as being a board member for start-up companies. Prior to retiring, during 2003, he was the president of a major division in an international company. Tony was an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at annual meetings and programs at universities, and served as an officer in trade associations. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who. In addition, since retiring from full-time employment, he has lectured in numerous states, including at major corporations; conducted consulting activities; and managed real estate investments for a family company. Tony has developed and written courses and webinars covering topics in finance, accounting, and management; was a reviewer for a new book; and authored an article, How to Avoid Tunnel Vision.

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Pre-Registration Closed

Online pre-registration for this event is now closed.