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Surgent's Predicting Future Financial Issues Facing the Financial Executive

Thursday, July 18
 9:00am - 5:00pm

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8.00 Credits

Member Price $279.00

Non-Member Price $404.00

Overview

Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the “fate of the states” as well as the AICPA’s top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.

Objectives

  • Understand the prophetic financial issues for the CFO/Controller including: 
    • Professional skepticism and the CPA
    • Becoming attuned to broad-based business knowledge
    • Becoming a futurist to effectively lead your organization to success

Highlights

  • CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment
  • The future of medical care in the United States in a post COVID-19 environment
  • Future of social security and impact on retirement planning and employee retention
  • Impact on financial executive if the dollar is no longer the world currency
  • “Fate of the States” – will the location of your business make you less competitive
  • Future of workmen’s compensation and unemployment compensation
  • Future of interest rates
  • Impact of greater reliance on technology
  • AICPA top 10 trends and technologies
  • National infrastructure
  • ESG and DEI trends in the global economy
  • Impact of continuing uncertainty in markets

Designed For

CFOs, controllers, and financial executives

Prerequisites

None

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.

Leader(s):

Leader Bios

Frank Ryan, F.X. Ryan & Associates, LTD

<p.Frank Ryan is president of a management consulting firm specializing in turnarounds, workouts, crisis management, strategic planning and working capital management. He has extensive experience working with banks in negotiating forbearance agreements, loan workouts, capital restructurings, vendor negotiations and bank lending requirements.

Prior to his consulting business, Mr. Ryan was the chief operating officer of a mid-sized manufacturing company. Additionally, he is the chairman of the Audit Committees of two publicly traded companies and has extensive board level experience in the for-profit and non-profit arenas.

He is a retired Colonel in the United States Marine Corps, and has served in numerous contingency operations to include Haiti, Afghanistan, and Iraq. He received the “Outstanding AICPA Instructor” award in 1994-95 and again in 2005-06.

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Non-Member Price $404.00

Member Price $279.00