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Surgent's Key Current Financial and Economic Issues Facing the Financial Executive

Start Date/Time
Thursday, May 15 2025 9:00 AM
End Date/Time
Thursday, May 15 2025 5:00 PM
Credit Hours
8.00
Fields of Study
Business Management & Organization
Type
Seminar
Level
Intermediate
Member
$279.00
Non-Member
$399.00
Facility Location
Virtual Learning
Company
WEBIN
Vendor
Surgent McCoy CPE, LLC
Status
Scheduled

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Description

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

Designed For

Financial executives including CFOs, Controllers, and Managers

Objectives

  • Understand the current economic issues for the CFO/Controller, including:
    • Strategic operational planning and risk management
    • Regulatory, fiscal, and monetary policies and their impact on the organization
    • Managing the finances of the organization during periods of rapid changes
    • Managing risk in an uncertain economic climate

Major Subjects

  • Taking a strategic perspective relative to risk management and crisis management
  • Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making
  • Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction
  • Managing the debt and equity mix for your organization in a rapidly changing economic landscape
  • Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally
  • Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
  • Evaluating retirement programs with Social Security funding for your employees
  • Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment
  • Influencing growth through acquisition of distressed organizations
  • The economic way ahead for the CFO/Controller 

Prerequisites

None