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PRODID://NDCP//490269
BEGIN:VEVENT
DTSTAMP:20260429T114441
VTIMEZONE:America/Chicago
DTSTART:20260515T170000Z
DTEND:20260515T190000Z
UID:490269
SUMMARY:Surgent's Controllership Skills Update: Current Survival Skills (CON2)
LOCATION:Webinar
DESCRIPTION:Surgent's Controllership Skills Update: Current Survival Skills (CON2)\n\n05/15/26 12:00 PM CST\n - 05/15/26 02:00 PM CST\Description:\nThe role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.Objectives:
 Provide an overview of the expanded role of financial professionals
 Gain knowledge in a diverse range of activities
 Explore analytical valuation techniques that are useful over a board range of events
 Understand the potential value of improving existing practices and/or implementing missing ones
 Recognize immediate actions that can result in measurable benefits to an organization
 Identify specific areas for further exploration 
 Presenters:Tony La Russo, BA, MBA, CMAField of Study:Accounting (Governmental) (1), Business Management and Organization (1)Major Topics:
 Changing Role of Financial Professionals:
 
 Priorities
 Change in mission
 Valued-added actions
 
 Strategic Measurements:
 
 Common errors and guidelines for improvement
 Balanced scorecard
 Strategy development and implementation
 Budgeting basics and next steps
 
 Risk Management:
 
 Recent lessons, including Black Swan events
 Defining Enterprise Risk Management (ERM)
 Implementation
 
 Developing a Financial Leadership Pipeline:
 
 Changing employment environment
 Retaining the right employees
 Compensation
 Hiring process
 
 Capital Projects:
 
 Types of projects
 Factors affecting capacity
 Valuation techniques
 Cash management
 
 M&A Activity:
 
 Current environment
 Controller’s role
 Strategic questions
 Sample transactions
 Due diligence
 Implementation
 
 Introducing Improvements/Innovation:
 
 Getting started
 Establishing an environment
 Potential first projects
 Organizational structure
 
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Controllership Skills Update: Current Survival Skills (CON2)<br /><br />05/15/26 12:00 PM CST - 05/15/26 02:00 PM CST<br />Description:<br />The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.<br><br><b>Objectives:</b><br><ul>
    <li>Provide an overview of the expanded role of financial professionals</li>
    <li>Gain knowledge in a diverse range of activities</li>
    <li>Explore analytical valuation techniques that are useful over a board range of events</li>
    <li>Understand the potential value of improving existing practices and/or implementing missing ones</li>
    <li>Recognize immediate actions that can result in measurable benefits to an organization</li>
    <li>Identify specific areas for further exploration&nbsp;</li>
</ul><br><b>Presenters:</b><br>Tony La Russo, BA, MBA, CMA<br><br><b>Field of Study:</b><br>Accounting (Governmental) (1), Business Management and Organization (1)<br><br><b>Major Topics:</b><br><ul>
    <li>Changing Role of Financial Professionals: </li>
    <ul>
        <li>Priorities</li>
        <li>Change in mission</li>
        <li>Valued-added actions</li>
    </ul>
    <li>Strategic Measurements: </li>
    <ul>
        <li>Common errors and guidelines for improvement</li>
        <li>Balanced scorecard</li>
        <li>Strategy development and implementation</li>
        <li>Budgeting basics and next steps</li>
    </ul>
    <li>Risk Management: </li>
    <ul>
        <li>Recent lessons, including Black Swan events</li>
        <li>Defining Enterprise Risk Management (ERM)</li>
        <li>Implementation</li>
    </ul>
    <li>Developing a Financial Leadership Pipeline: </li>
    <ul>
        <li>Changing employment environment</li>
        <li>Retaining the right employees</li>
        <li>Compensation</li>
        <li>Hiring process</li>
    </ul>
    <li>Capital Projects: </li>
    <ul>
        <li>Types of projects</li>
        <li>Factors affecting capacity</li>
        <li>Valuation techniques</li>
        <li>Cash management</li>
    </ul>
    <li>M&amp;A Activity: </li>
    <ul>
        <li>Current environment</li>
        <li>Controller&rsquo;s role</li>
        <li>Strategic questions</li>
        <li>Sample transactions</li>
        <li>Due diligence</li>
        <li>Implementation</li>
    </ul>
    <li>Introducing Improvements/Innovation: </li>
    <ul>
        <li>Getting started</li>
        <li>Establishing an environment</li>
        <li>Potential first projects</li>
        <li>Organizational structure</li>
    </ul>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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