Live Stream Business and Industry Fest

TSCPA's Live Stream Business and Industry Fest provides CFOs, controllers and other CPAs working in corporate finance the tools to set your organization up for growth by covering current financial, operational, and personnel issues faced in business and industry. Sessions are offered in a two-day cluster format to ensure you get the information most suitable for your organization’s needs. Featured this year are sessions on integrated planning, project management, hot topics affecting CFOs and controllers, and an update from FASB.

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 13, 2024

Live Stream Business and Industry Fest - Integrated Planning, Forecasting, and Budgeting for Organizational Success

May 13, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Management Services (4.00)
4.00 credits
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Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

Prerequisites

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

Live Stream Business and Industry Fest - Annual FASB Update and Review

May 13, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Accounting (4.00)
4.00 credits
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Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

Prerequisites

Experience in financial accounting and reporting

May 14, 2024

Live Stream Business and Industry Fest - Project Management: Tips, Tricks and Traps

May 14, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Management Services (4.00)
4.00 credits
Show course details

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.

Prerequisites

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

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

May 14, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Finance (4.00)
4.00 credits
Show course details

Facilitators

  • Kerry E. Roberts, CPA

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. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.

Prerequisites

Experience in financial management of a small or midsize company