Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
8.00 Credits
Member Price $279
Non-Member Price $299
Overview
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
Highlights
- Taking a strategic perspective relative to risk management and crisis management
- Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making
- Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction
- Managing the debt and equity mix for your organization in a rapidly changing economic landscape
- Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally
- Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
- Evaluating retirement programs with Social Security funding for your employees
- Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment
- Influencing growth through acquisition of distressed organizations
- The economic way ahead for the CFO/Controller
Prerequisites
None
Designed For
Financial executives including CFOs, Controllers, and Managers
Objectives
- Understand the current economic issues for the CFO/Controller, including:
- Strategic operational planning and risk management
- Regulatory, fiscal, and monetary policies and their impact on the organization
- Managing the finances of the organization during periods of rapid changes
- Managing risk in an uncertain economic climate
Preparation
None
Leader(s):
Leader Bios
Frank Ryan, Speaker and author, Business Learning Institute
Frank Ryan, CPA, CGMA, MBA, 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 restructuring, vendor negotiations and bank lending requirements. Mr. Ryan Is a leading expert in Lean Operations and Management and has implemented numerous lean applications for organizations.
Prior to his consulting business, Mr. Ryan was the chief operating officer of a mid-sized manufacturing company. Additionally, he has served as the chairman of the Audit Committees of two publicly traded companies and has extensive board level experience in for-profit and nonprofit arenas.
Mr. Ryan is currently President of the Board of Directors of the Good Shepherd Center in Maryland, and is on the Audit Committee of the Archdioceses of Baltimore.
He is a retired Colonel in the United States Marine Corps and has served in numerous contingency operations that include Haiti, Afghanistan and Iraq.
Mr. Ryan is a multi-year recipient of the AICPA Outstanding Discussion Leader Award.
Non-Member Price $299
Member Price $279