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Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU1218/24)

Member Price $275
Non-Member Price $290
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August 26 @ 11:30 am - 7:30 pm

Event Description

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.

Designed For

CFOs and Controllers


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 Pinpoint the economic way ahead for 2017 and beyond

Major Subjects

Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate


Experience and/or exposure to financial management




August 26
11:30 am - 7:30 pm
8 Credits


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