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

May 1st, 2026 - April 30th, 2027 @ -

Member Price $159
Non-Member Price $163
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Credits

8

Description

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to an organization's success. On one hand, they need to be abreast of the latest proven financial skills to make the best decisions; on the other hand, they need strong skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career development nor beneficial to the organization. This reality has become even more pronounced with the advent of AI. This course is designed to equip CFOs and controllers with the skills needed to lead their organizations into a rapidly changing decade, while also focusing on what we have learned from evolving management systems. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, and this has proven true across finance, management, and leadership over the past year. The course addresses these emerging issues and will continue to be updated as necessary throughout the year.

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

Leader Bios

Major Subjects

  • 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

Prerequisites

Experience in financial management of a small or midsize company