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Surgent's Industry Accountant Key Performance Metrics

Tuesday, December 3
 9:00am - 5:00pm

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8.00 Credits

Member Price $279.00

Non-Member Price $404.00

Overview

This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.

Objectives

  • Understand the importance of conducting strategic and operational risk analysis for all facets of business
  • Be familiar with SOC Scope Audits of Systems of Internal Controls
  • Determine appropriate critical risk factors
  • Determine appropriate measures of effectiveness
  • Understand and utilize an ROIC Tree
  • Calculate the external funds needed for a business
  • Identify key elements of lean accounting and process activity mapping
  • Understand activity-based costing in combination with lean systems

Highlights

  • Key tools used by businesses and financial professionals across the globe to measure performance
  • Detailed, real-world examples of businesses utilizing these tools

Designed For

CPAs in public and private practice

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.

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Non-Member Price $404.00

Member Price $279.00