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 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.


Tuesday, June 22, 2021
Registration Time: 8:00am
8:00am – 4:00pm

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Course Type

On-line Live Vendors

CPE Credit

8.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

Financial executives including CFOs, Controllers, and Managers


Surgent McCoy CPE, LLC



Advanced Preparation



  • Taking a strategic perspective relative to risk management and crisis management
  • Analyzing the impact of current trends in human resources practices in the coming decade on an organization
  • Analyzing the impact of the credit markets on your banking relationships and the financial needs of the organization and the organization’s ability to raise capital
  • 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
  • Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally
  • Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
  • Evaluating retirement programs with Social Security funding for your employees
  • Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment
  • Influencing growth through acquisition of distressed organizations
  • The economic way ahead for the CFO/Controller in 2020 and beyond


  • 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


N/A (This is a webcast)
Member Fee $259.00
Non-Member Fee $259.00
Your Price $259.00

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