Surgent's Key Current Financial and Economic Issues Facing the Financial Executive

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human res...

9/14/2026 8:00am - 4:00pm  |  Online  |  Surgent

$279.00

CPE Categories: Management of a Practice (8 CPE)

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Description

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

Instructor: Frank Ryan, CPA

Target Audience

Financial executives including CFOs, Controllers, and Managers

Course Objectives

Understand the current economic issues for the CFO/Controller, including:

Strategic operational planning and risk management

Regulatory, fiscal, and monetary policies and their impact on the organization

Managing the finances of the organization during periods of rapid changes

Managing risk in an uncertain economic climate

Subjects

Taking a strategic perspective relative to risk management and crisis management in an uncertain economic climate including employee shortages, skill set shortages, AI environment, political instability and Baby Boomer retirements

Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making

Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction

Managing the debt and equity mix for your organization in a rapidly changing economic landscape

Analyzing the impact of the credit markets on your banking relationships and financial needs of the organization and the organization's ability to raise capital

Determining the impact on an organization of competing in a supply chain–constrained environment particularly in light of domestic resourcing of industrial capability

Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning in a post pandemic recovery or recession

Determining the safety and soundness of your critical business processes in an uncertain environment

Influencing growth through acquisition of distressed organizations during the next recession

The economic way ahead for the CFO/Controller in the decades ahead