Current Developments & Best Practices for Today’s CFOs & Controllers

8:30 am–4:15 pm ET

# of CPE Credits



In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization’s success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This course has been designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade. The course’s author has been in the trenches, having held positions in finance and senior management, and understands the issues from both perspectives. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, so certain chapters dealing with current domestic and global economic conditions are included along with current technical issues on the cloud and social media. The course is updated as necessary throughout the year to include the most recent developments.


* Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals * Understand how domestic and global economic conditions could impact the organization * Lead the organization into the rapidly changing decade * Apply the latest tools and techniques for 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


* Economic update * Pricing and costing strategies * Expense control that works * Better credit decisions * Financial risk analysis * Enterprise risk management * Metrics and benchmarking * Use and misuse of derivatives * Improving bank relationships and cash management * Social media and the cloud

Who Should Attend

CFOs, controllers, and finance professionals

Required Knowledge

Experience in financial management of a small or midsize company

Advanced Prep


Event Speaker(s)

Mr. Arthur Pulis ( Surgent & Associates, LLC, Radnor, PA ), Mr. Carl Shultz, MBA, CPA, CGMA ( Surgent CPE, LLC, Radnor, PA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Level: Update

Event Code:W0022022

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.