Surgent's Controllership Skills Update: M&A and Alliances (CON4)


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. As with the three other Controllership Skills Update programs (Risk Management; Budgeting, Forecasting and Big Data, and Current Survival Skills) this session is also aimed at renewing your existing skills and providing specific actions to improve your organization's results. Updated to include discussions on the potential impact of the new tax regulations, corporate structures to manage M&A, and internal venture capital activities, as well as strategic spin-offs/splits and managing outsourced activities.


Friday, October 25, 2019
Registration Time: 12:00pm
12:00pm – 2:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Accounting and Specialized Knowledge & Applications

Level of Knowledge


Designed For

Public, private, and non-profit organizations and their members - CFOs, CEOs, controllers, auditors and managers


Surgent McCoy CPE, LLC


Experience and/or exposure to financial management

Advanced Preparation



  • 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


  • 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


N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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