Current Developments and Best Practices for Today's CFOs and Controllers

243  |  TSCPA In Person Events  |  Update  |  Scheduled

Description

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. 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 for the good of the organization. This course has been designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade. The course's author has been in the trenches, having held positions in finance and senior management, and understands the issues from both perspectives. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, so certain chapters dealing with current domestic and global economic conditions are included along with current technical issues on the cloud and social media. The course is updated annually and as necessary throughout the year to include the most recent developments.

Credits

Number of Credits Type of Credits
8 Accounting and Auditing

Prerequisites

Experience in financial management of a small or midsize company

Highlights

  • Economic update
  • Pricing and costing strategies
  • Expense control that works
  • Better credit decisions
  • Financial risk analysis
  • Enterprise risk management
  • Metrics and benchmarking
  • Use and misuse of derivatives
  • Improving bank relationships and cash management
  • Social media and the cloud
  • Negotiation skills for finance professionals

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
  • Lead the organization into the rapidly changing decade
  • Apply the latest tools and techniques 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

Preparation

Download course material prior to event.

Prices

Member (Early Bird)
$295.00
Non-Member (Early Bird)
$395.00
Member
$345.00
Non-Member
$445.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Facilitators

James D. Giannantonio, MBA, MS, CPA, CIA

Jay Giannantonio owns and operates his own consulting firm specializing in project management over finance transformation, internal control, and fraud accounting projects for large and medium-sized firms. He is a frequent speaker at fraud, performance management, and CFO process improvement seminars. Giannantonio was vice president of internal audit for a national commercial construction equipment leasing and retailer in 2005 and 2006 then director of CFO advisory services for ISA Consulting (now E&Y) from 2007 until he started his own firm in 2011. He began his career with Coopers and Lybrand (now PwC) in the audit and accounting practice, then spent nine years in corporate financial management at Verizon/Bell Atlantic, and then over eight years as a director in the World Class Finance Advisory and internal audit practices at KPMG. He also has been an associate adjunct professor at Widener University in the Master's in Business Administration program. Giannantonio earned his Master of Science degree from the University of Pennsylvania and his Bachelor of Business Administration degree, with an accounting concentration, from Drexel University.

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