May 24, 2027


Live Webcast


NASBA 16

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

May 24, 2027
Live Webcast
NASBA 16
  • View Bio

    Instructor

    Kerry
    Roberts

    View Bio

Learning Objectives

  • Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
  • Understand how domestic and global economic conditions could impact an organization
  • Lead organizations into the rapidly changing decade
  • Apply what we have learned from the recent changes in organizations and AI for a positive impact on an organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Major Topics

  • Economic update
  • Leadership and management changes as organizational cultures change
  • Expense control that works
  • Understanding our changing workforce and working environment
  • Financial risk analysis
  • Enterprise risk management
  • Metrics and benchmarking
  • Improving bank relationships and cash management

CPE Credits Available

NASBA 16
8
Advisory Services (NYSED) (Advisory Services) - NASBA
8
Finance (NASBA) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

Experience in financial management of a small or midsize company

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent McCoy CPE LLC

Register For This Event

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    Price includes $50.00 early registration discount(s) - expires 5/3

    Price includes $50.00 early registration discount(s) - expires 5/3

  • NYCPA Non-Member

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    Price includes $0.00 early registration discount(s) - expires 5/3

    Price includes $0.00 early registration discount(s) - expires 5/3

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