Surgent's Controllership Skills Update: Current Survival Skills (CON2)


To assure the timeliness of the topics in this program, they are drawn from a review of several professional surveys of Controllers and CFOs. The most frequently noted areas are then incorporated into the program. 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 The stereotype of collecting and reporting data has been replaced by a broader vision which focuses on improving an organization's results today and preparing it for the future.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.


  • 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
    • 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


  • 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 


Experience and/or exposure to financial management



Course Level:



Standard Fee: $89.00


Standard Fee: $109.00

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Surgent McCoy CPE, LLC


March 14, 2018 1:00pm


March 14, 2018 3:00pm

Check-in starts at 5:00pm

Designed For:

Public, private and non-profit organizations and their members -- CFOs, CEOs, controllers, auditors, and managers

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