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Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

Monday, December 2
 9:00am - 12:30pm

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4.00 Credits

Member Price $159.00

Non-Member Price $224.00

Overview

In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.

Objectives

  • Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
  • Understand how domestic and global economic conditions could impact the organization
  • Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Highlights

  • Economic update
  • Leadership and management changes as a result of the pandemic
  • Managing for productivity
  • Hiring the best people for the organization
  • New motivation techniques

Designed For

CFOs, controllers, and finance professionals

Prerequisites

Experience in financial management of a small or midsize company

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

Arthur Pulis, Surgent McCoy CPE, LLC

Arthur G. Pulis, MBA Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world?s largest yacht finance company.

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Non-Member Price $224.00

Member Price $159.00