Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
Online
8.00 Credits
Member Price $279.00
Non-Member Price $404.00
Overview
For CFOs and Controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations’ costs, competitiveness, and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities, and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.
Objectives
- Analyze the impact on an organization of current economic trends to include employment, deficits, unfunded liabilities, municipal debt, and interest rates
- Analyze the impact of the Dodd-Frank Bill on banking relationship and financial needs of the organization
- Review the impact of the Health Reform legislation
- Determine the safety and soundness of the financial plans for your organization in an uncertain economic climate
- Manage cash in a rapidly changing economic landscape
- Determine the impact on an organization of an aging U. S. population and succession planning
- Evaluate the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
- Evaluate programs with Social Security funding as it relates to providing retirement plans for employees
- Determine the safety and soundness of credit and collections processes and selection of customers in an uncertain environment
- Identify factors influencing the debt and equity mix to manage growth and risk
- Influence growth through acquisition of distressed organizations
- Pinpoint the economic way ahead for 2017 and beyond
Highlights
- Regulatory, fiscal, and monetary policies impact on the organization
- Dodd-Frank Bill and impact on financial reform
- Health insurance reform and the impact on the employer
- Managing risk in an uncertain economic climate
Designed For
CFOs and Controllers
Prerequisites
Experience and/or exposure to financial management
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.
Non-Member Price $404.00
Member Price $279.00
Registration for this event is closed.