Course ID: CS-MAIN

CFO/Controller Series

While several years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This series of short courses that will explore key economic, financial, and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

This program is available in both group live (can be customized to client needs and timeframe) and e-Learning (1-hour on-demand modules) formats.

  • – Acquiring Distressed Assets:
  • Recognize potential sources of distressed assets
  • Identify key steps in the process of acquiring distressed assets
  • Recall recommendations concerning growth through acquisitions
  • Identify key concerns related to the process of acquiring distressed assets
    – Good Customer Criteria and the Credit Process:
  • Recall the criteria for a good customer
  • Recognize the role of credit in marketing
  • Identify best practices for A/R
  • Identify the credit process itself
    – Human Resource Effectiveness
  • Identify and evaluate the main functions of HR
  • Recognize current trends in employment practices
  • Identify various motivational tools for employees
    – National Infrastructure
  • Identify the systems of the national infrastructure
  • Identify current issues with the national infrastructure
  • Recognize current civil engineering grades for various parts of our infrastructure
  • Identify sources of information to study future developments with the national and state infrastructures
    – Retirement and Succession Planning
  • Identify the potential concerns about retirement planning
  • Identify funding concerns and potential solutions regarding Social Security
  • Identify retirement planning recommendations for the organization
    – Debt and Equity Mix
  • Recognize advantages and disadvantages of debt financing
  • Recognize advantages and disadvantages of equity financing
  • Identify the components of The Dupont Model
    – Governance and the Board
  • Identify and analyze a company’s Product Concept
  • Recognize Mission versus Strategic versus Operational roles
  • Analyze and understand the various planning horizons
  • Identify key critical success factors in an organization
  • Identify corporate Board Criteria
    – Leadership and Tone at the Top
  • Define what it means to be an effective leader
  • Describe techniques to set the “tone at the top”
  • Identify various leadership principles and their impact on an organization
  • Identify various Core Values and their impact on an organization
    – Competing Globally
  • Identify potential impacts of indecision on IFRS in the U.S.
  • Recognize IFRS adoption versus convergence as it relates to IASB Standards and IFRS
  • Identify differences between IFRS and U.S. GAAP
    – Effective Communication and Negotiation
  • Recognize the benefits of effective communication
  • Identify negative effects of poor communication
  • Distinguish effective negoitation tactics
  • List reasons which cause poor listening skills
  • Identify effective writing (email) techniques
    – Enterprise Risk Management
  • List descriptives of Enterprise Risk Management
  • Identify example of enterprise risk
  • Identify examples of customer-related risk
  • Recognize potential risks with social media
  • Recognize key examples of failures in ERM
  • Recognize the importance of reviewing best and worst event scenarios and what you should be looking at
    – Going Lean
  • Define Lean
  • Recognize what Lean is not
  • Identify the 5S’s of Lean
  • Identify the Value Stream
    – Inflation, Deflation, and Stagflation
  • Recognize the impact of Quantitative Easing and Operation Twist on inflation and deflation rates
  • Identify risks associated with hyperinflation
  • Identify risks associated with deflation
  • Identify risks associated with stagflation
    – Uncertainty and Managing Growth
  • Recognize the importance of liquidity & the Defensive Interval
  • Identify various sources included in a company’s financial capacity
  • Apply the “External Funds Needed” formula
    – Ethics: Industry Cases
  • Recognize the overall impact of ethical and unethical conduct on the CPA profession
  • Identify and understand the Conceptual Framework Approach set forth in the AICPA Code of Professional Conduct
  • Identify resources available for consultation on ethical issues, with a focus on those for CPAs in industry
  • Recognize the overall impact of ethical and unethical conduct on the CPA profession
    – Ethics: Regulatory Update
    • Recognize the differences between ethical and legal conduct in business
    • Recognize violations of the core values set forth in the AICPA Code of Professional Conduct
    • Identify and examine resources available for consultation on ethical issues
    • Recognize the overall impact of ethical and unethical conduct on the CPA profession


Series Modules:

  • Acquiring Distressed Assets:
  • Good Customer Criteria and the Credit Process:
  • Human Resource Effectiveness
  • National Infrastructure
  • Retirement and Succession Planning
  • Debt and Equity Mix
  • Governance and the Board
  • Leadership and Tone at the Top
  • Competing Globally
  • Effective Communication and Negotiation
  • Enterprise Risk Management
  • Going Lean
  • Inflation, Deflation, and Stagflation
  • Uncertainty and Managing Growth
  • Ethics: Industry Cases
  • Ethics: Regulatory Update

CPAs, industry accounting and finance staff, C-level corporate officers

Behavioral Ethics
Communications and Marketing
Personnel/Human Resources
Specialized Knowledge


Business Learning Institute



This course is currently available for registration

DateHost OrgCPEFormat
03/21/19 Illinois CPA Society 2.0 Group Live --

This course is available for your group as:

Group Live On-Demand

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