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Tuesday, July 15, 2025 Live Webcast

Controllership Skills Update: Current Survival Skills (X1-CON2-2025-01-WEBNR-196-01)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in AA
1 CPE Credits in MT

OVERVIEW

The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future.

DESIGNED FOR

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

BENEFITS

  • Provide an overview of the expanded role of financial professionals
  • Gain knowledge in a diverse range of activities
  • Explore analytical valuation techniques that are useful over a board range of events
  • Understand the potential value of improving existing practices and/or implementing missing ones
  • Recognize immediate actions that can result in measurable benefits to an organization
  • Identify specific areas for further exploration 

HIGHLIGHTS

  • Changing Role of Financial Professionals:
    • Priorities
    • Change in mission
    • Valued-added actions
  • Strategic Measurements:
    • Common errors and guidelines for improvement
    • Balanced scorecard
    • Strategy development and implementation
    • Budgeting basics and next steps
  • Risk Management:
    • Recent lessons, including Black Swan events
    • Defining Enterprise Risk Management (ERM)
    • Implementation
  • Developing a Financial Leadership Pipeline:
    • Changing employment environment
    • Retaining the right employees
    • Compensation
    • Hiring process
  • Capital Projects:
    • Types of projects
    • Factors affecting capacity
    • Valuation techniques
    • Cash management
  • M&A Activity:
    • Current environment
    • Controller’s role
    • Strategic questions
    • Sample transactions
    • Due diligence
    • Implementation
  • Introducing Improvements/Innovation:
    • Getting started
    • Establishing an environment
    • Potential first projects
    • Organizational structure

COURSE LEVEL

Update

PREREQUISITES

Experience and/or exposure to financial management.

ADVANCE PREPARATION

None

INSTRUCTOR

Anthony LaRusso

Anthony C. LaRusso, CMA, M.B.A.

AICPA/Professional Development Institute

Read bio

PRICING

$89.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent