Events Search
  Summary & Check Out (0)
Thursday, April 22, 2021 Live Webcast

Risk, Cost, and Cash Management for Controllers and Financial Managers (E2104182)

8:30 AM - 12:00 PM EDT

Registration: 8:00 AM EDT

webcast

ON24

4.0 CPE Credits in MT

OVERVIEW

Organizations fail from many factors, including undetected, poor practices that infect and grow throughout the entire organization. These factors include a lack of understanding of costs, poor asset allocation, systems that support the status quo, failure to identify risk, tunnel vision by management and more. Often, management will repeat poor practices across the enterprise, causing major damage. For example, do you think a so-called "budgeting crisis" is normally due to the budget, or hidden, existing problems that were uncovered due to the budgeting process? Join this webcast to learn about the practices and techniques specifically designed to assist you in adding value to your company through improved decision- making, cost management, understanding business cycles, managing continuous improvements, cash management and risk management. We'll provide you with examples from both successful and failed organizations. Key Topics: -Techniques and ideas to establish and maintain an effective organization -Examples of successful and failed companies -Identification of broad measures that provide insights into the direction of the economy -Practical ideas to improve forecasting -Framework and methods to uncover and manage risk

DESIGNED FOR

CPAs, Controllers , anf Financial Managers.

BENEFITS

  • Identify and correct practices that can negatively Impact an organization.
  • Determine and measure cost drivers and trends.
  • Recall how to navigate an organization through the business cycle.
  • Apply and manage a variety of improvement programs.

HIGHLIGHTS

  • Techniques and ideas to establish and maintain an effective organization
  • Examples of successful and failed companies
  • Identification of broad measures that provide insights into the direction of the economy
  • Practical ideas to improve forecasting
  • Framework and methods to uncover and manage risk

COURSE LEVEL

Intermediate

PREREQUISITES

Management experience in accounting, finance, or operations.

ADVANCE PREPARATION

None

INSTRUCTOR

Bruce Shepard

Bruce Shepard, CPA

AICPA

Bruce Shepard, CPA Las Vegas, Nevada Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. Bruce has many years of trusted business advisor experience around Portland, Oregon where he practiced for 33 years. In addition, Bruce has taught all of the accounting and auditing classes, fraud and forensics, pension auditing, SAARS, COSO, and governmental accounting and auditing classes for the AICPA for the last six years including being the lead instructor on GASB 68. Presently, Bruce is the author of the AICPA course, Audits of Banks and Other Financial Institutions.

At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring of the transactions. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon. Bruce has received the 2017 AICPA Outstanding Discussion Leader Award for her practical approach, enthusiasm, and lively seminars.

PRICING

$189.00 - Member

$259.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 22 at 8:00 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA