Surgent's Controllership Skills Update: Current Survival Skills (WEB76417)

Wednesday, March 8, 2017 | 1:00 PM - 3:00 PM (Registration at 12:30PM) EST |


Anthony LaRusso


New Update! To assure the timeliness of this program, topics are drawn from a review of several professional surveys of Controllers and CFOs, and the most frequently noted areas are discussed. 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 The stereotype of collecting and reporting data has been replaced by a broader vision which focuses on improving an organization's results today and preparing it for the future.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 and valuation techniques, variables that influence capacity levels, M&A activity, outsourcing and actions to increase innovation and efficiency.


  • Possess 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


Standard Registration: $99 SCACPA Members, $129 Non-Members

Major Topics

  • Changing role of financial professionals
  • Better results through an improved measurement system: Common errors; Rules for developing strategic measurements
  • Introducing strategy: Strategies vs. non-strategies; Budgeting
  • Risk management: Systematic viewpoint; Steps for implementation
  • Staffing trends/technique: Hiring and retaining employees
  • Capital allocation and valuation techniques
  • Capacity management
  • M&A activity
  • Outsourcing
  • Steps to increase innovation and efficiency


Course Code:

1.00 Accounting, 1.00 Bus. Mgmt & Organization

Field of Study:
Accounting, Bus. Mgmt & Organization

Surgent McCoy CPE, LLC

Course Type:



Advanced Preparation: