Live Stream Business and Industry Fest

As the role of accountants in business and industry continues to transform, TSCPA’s Live Stream Business and Industry Fest remains dedicated to bringing you the most current accounting, auditing and tax updates affecting corporate finance professionals. Sessions are tailored to the specific needs and functions of CFOs, controllers and other CPAs working in corporate finance. Topics include strategies for innovative forecasting and budgeting, a controller/CFO update, and enterprise risk management for small and medium-sized companies.

Note: you do not need to select a course for each day - you may choose a single event for this cluster if you wish.

May 15, 2023

Live Stream Business and Industry Fest - Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

May 15, 2023 8:00am - 11:30am (Central Time)

Your Price: $219.00

Credit Type:

Business Management & Organization (2.00) Finance (2.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the " financial hero" of your organization and make a positive impact on the bottom - line.

Prerequisites

Experience in financial management of a small or mid-size company

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Live Stream Business and Industry Fest - Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques

May 15, 2023 1:00pm - 4:30pm (Central Time)

Your Price: $219.00

Credit Type:

Management Services (4.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. 

We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

Prerequisites

Experience in financial management of a small or mid-size company

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May 16, 2023

Live Stream Business and Industry Fest - Controller/CFO Update: Hot Topics Facing Today's Financial Professional

May 16, 2023 8:00am - 11:30am (Central Time)

Your Price: $219.00

Credit Type:

Finance (4.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

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.

Prerequisites

Experience in financial management of a small or mid-size company

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Live Stream Business and Industry Fest - Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

May 16, 2023 1:00pm - 4:30pm (Central Time)

Your Price: $219.00

Credit Type:

Management Services (4.00)
4.00 credits
Show course details

Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.

Prerequisites

Experience in financial management of a small or mid-size company

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