Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

For CFOs and Controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations’ costs, competitiveness, and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities, and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.

Major Topics:

Objectives:

• Analyze the impact on an organization of current economic trends to include employment, deficits, unfunded liabilities, municipal debt, and interest rates
  
• Analyze the impact of the Dodd-Frank Bill on banking relationship and financial needs of the organization
  
• Review the impact of the Health Reform legislation
  
• Determine the safety and soundness of the financial plans for your organization in an uncertain economic climate
  
• Manage cash in a rapidly changing economic landscape
  
• Determine the impact on an organization of an aging U. S. population and succession planning
  
• Evaluate the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
  
• Evaluate programs with Social Security funding as it relates to providing retirement plans for employees
  
• Determine the safety and soundness of credit and collections processes and selection of customers in an uncertain environment
  
• Identify factors influencing the debt and equity mix to manage growth and risk
  
• Influence growth through acquisition of distressed organizations

Level: Intermediate

Instructor: Frank Ryan, CPA

CPE Credits: 8

Area of Study: Accounting (8)

Prerequisite: Experience and/or exposure to financial management