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Thursday, March 20, 2025 Live Webcast

Controllership Skills Update: Mergers, Acquisitions, and Alliances (X1-CON4-2025-01-WEBNR-79-01)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in AA
1 CPE Credits in MT

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • Recognize the unique role of financial professionals in a potential transaction
  • Understand the changes that have occurred in the competitive landscape as a result of M&A and alliances
  • Identify the potential pitfalls
  • Be knowledgeable of the skills required for successful transactions
  • Utilize a framework, with specific actions, to manage the selection, valuation, negotiation, and execution of a transaction
  • Gain a roadmap (inexperienced participants) and a review and update (experienced participants) of these strategic, non-traditional skills

HIGHLIGHTS

  • Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators
  • Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations
  • Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts
  • Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results

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

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.

PRICING

$89.00 - Member

$109.00 - Nonmember

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Note: Online pre-registration will close on March 20 at 12:30 PM.

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COURSE DEVELOPER

Surgent