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Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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LCPA Member Center Two Lakeway Building

3850 N. Causeway Blvd., Suite 1650
Metairie, LA 70002

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4.00 Credits

Member Price $199.00

Price will increase by $50 after 11/21

Non-Member Price $249.00

Price will increase by $50 after 11/21

Overview

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the “financial hero” of your organization and make a positive impact on the bottom-line.

Highlights

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships

Prerequisites

Experience in financial management of a small or midsize company

Designed For

CFOs, controllers, and finance professionals

Objectives

Make better financial decisions that have a positive impact on the organization Lead the organization into the rapidly changing decade Apply what we have learned from recent economic and political changes to have a positive impact on the organization

Preparation

None

Leader(s):

Leader Bios

Kerry Roberts

Kerry E. Roberts, CPA is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee. Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a Big 8 accounting firm, and adjunct accounting faculty for Lipscomb University. Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home. 

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Non-Member Price $249.00

Member Price $199.00