Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ...

9/15/2026 8:00am - 11:30am  |  Online  |  Surgent

$159.00

CPE Categories: Management of a Practice (2 CPE), Specialized Knowledge & Applications (2 CPE)

Sign In / Register


Description

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. This year, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the “financial hero” of your organization and make a positive impact on the bottom line.

Instructor: Art Pulis, MBA

Target Audience

CFOs, controllers, and finance professionals

Course 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 the recent changes in organizations and in AI to have a positive impact on the organization

Apply what we have learned from recent economic and political changes to have a positive impact on the organization

Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Subjects

Latest state of the economy

Expense control that works

Understanding our changing workforce and working environment

Artificial intelligence

Financial risk analysis

Enterprise risk management, including looking at AI

Improving bank relationships

Prerequisites

Experience in financial management of a small or midsize company