Description

For CFOs and controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations’ costs, competitiveness, and financing options, is causing them to understand the effect of shocks well outside of their control. The federal deficits, state financial controls relative to fraud and internal controls, the BBB, tariffs, health care costs, shortfalls in Social Security, unfunded pension liabilities, and deficit spending will all be explored relative to their impact on the CFO/controller and your organization.

Instructor: Frank Ryan, CPA

Target Audience

CFOs and controllers

Course Objectives

Analyze the impact on an organization of current economic trends to include employment, deficits, unfunded liabilities, municipal debt, interest rates, the BBB in general, tariffs, and an aging U. S. population

Analyze the impact of critical risks and systems on risk management programs, employment, supply chain, and survivability

Analyze the impact of the ESG and DEI emerging trends to include definitions, cautions, risks and opportunities

Review the impact of the exploding health care costs for premiums and impact on the organization

Determine the impact on an organization of an aging U. S. population, succession planning, and a shortfall in the technical workforce

Analyze government structures and processes and how to deal with local, state, and the federal government

Evaluate the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning

Evaluate programs with Social Security funding as it relates to providing retirement plans for your employees

Determine the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment

Subjects

Regulatory, fiscal and monetary policies’ impact on the organization

Risk management and dealing with uncertainty

ESG standards and DEI concerns

Health care costs and the impact on the employer

Prerequisites

Experience and/or exposure to financial management