Controllership Skills Update: M&A and Alliances (WEBS0826)

Wednesday, March 28, 2018 | 1:00 PM - 3:00 PM (Registration at 12:30PM) EST |


Anthony LaRusso


This year's session has been updated to include discussions on strategic spin-offs/splits and managing outsourced activities. The program continues to expand the topics covered in the Controllership Skills Update series. As with the three other programs (Risk Management, Budgeting, Forecasting and Big Data, and Current Survival Skills) this brief session is aimed at renewing your existing skills and providing specific actions to improve your organization's results. Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions. More recently, M&A activity has grown to record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides a roadmap including specification actions, for financial professionals, focused on improving the results of an acquisition, sale, formation of an alliance and/or outsourced activities.


  • Identify and discuss the unique role of financial professionals in a potential transaction
  • Become aware of the potential pit-falls
  • Keep informed of the skills required for successful transactions
  • Develop a framework, with specific actions, to manage the selection, valuation, negotiation and execution of a transaction
  • Stay up-to-date and improve these strategic, non-traditional, skills


Standard Registration: $89 SCACPA Members, $109 Non-Members

Major Topics

  • Recent Trends:
    • M&A activity
    • Contributing factors/reasons for record levels
    • Examples of recent transactions
    • Inversions
    • Strategic spin-offs/splits
  • Expanded Role of Financial Professionals:
    • Establishing strategy
    • Valuation techniques
    • Execution plan
    • Due diligence
    • Sources of industry information
    • Post-completion evaluations
  • Negotiations:
    • Improving your communication skills
    • Establishing an environment for success
    • List of Do’s and Don’ts
  • Alliances and Outsourcing:
    • Steps to forming an alliance
    • Examples of recent alliances
    • Determining if outsourcing is correct for your organization
    • Steps to improve results


Course Code:

1.00 Accounting, 1.00 Bus. Mgmt & Organization

Field of Study:
Accounting, Bus. Mgmt & Organization

Surgent McCoy CPE, LLC

Course Type:


Experience and/or exposure to financial management

Advanced Preparation: