Controllership Forum 2017: Strategies for Success

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Controllership Forum 2017: Strategies for Success

CPE Credit: 8 Hours

Price: $495.00

NASBA Field of Study: Finance

 

Overview

Become a more effective controller by attending this unique forum.

Discover how to succeed in uncertain times by using new real-world strategies to obtain credit, deal with capital, reduce overhead costs, develop smarter budgets, utilize the latest business performance metrics and boost profitability.

 

AGENDA HIGHLIGHTS


•  Managing and budgeting in uncertain times

•  Using business performance management to manage the plan

•  Crisis and risk management

•  Financial risk management ideas and techniques

•  Credit, liquidity and capital management in uncertain times

•  Working capital management techniques

•  Cash management and forecasting techniques

•  Using business analytics to gain a competitive advantage

•  Strategies for corporate efficiencies

•  Reducing overhead costs in turbulent times

•  Cloud computing: here to stay?

 

LEARNING OBJECTIVE  To provide controllers with the latest proven strategies to obtain credit, manage capital, cut overhead costs,
create smarter budgets, increase profitability and utilize the latest business performance metrics. You will also learn how to use business
analytics to gain a competitive advantage and align business performance with strategy.

PREREQUISITE  None.    ADVANCE PREPARATION  None.    PROGRAM LEVEL  Update.    NASBA FIELD OF STUDY  Finance.
DELIVERY METHOD  Group-Live.

 

This program is also available via live webcast
Controllership Forum 2017: Strategies for Success Webcast

Agenda

AGENDA


Times: 8:30 AM - 5:00 PM

I. MANAGING IN UNCERTAIN TIMES

    A. Budgeting in Uncertain Times
         – Meeting the twin challenges of constant volatility and erratic consumer behavior
         – Relooking at Silo budgeting for new insight
         – Learning to use Integrated Business Planning for budgets

    B. Using Business Performance Management to Manage the Plan
         The four major drivers of effective performance management
         Tying meaningful metrics to vision and mission
         Ensuring quality metrics at all stages of business
 

II. FINANCIAL RISK MANAGEMENT IN UNCERTAIN TIMES

    A. Crisis and Risk Management
         Defining crisis management
         Setting objectives in the midst of a crisis
         Problems and challenges in crisis decision-making

    B. Financial Risk Management Ideas and Techniques
         The financial risk management process
         The case for hedging
         Risk exposures for hedging
 

III. CREDIT, LIQUIDITY & CAPITAL MANAGEMENT IN UNCERTAIN TIMES

    A. Obtaining Credit in Uncertain Times
    B. Liquidity in
Uncertain Times
    C. Working Capital Management Techniques
    D. Cash Forecasting Techniques
    E. Cash Management Techniques

 

IV. USING BUSINESS ANALYTICS TO GAIN A COMPETITIVE ADVANTAGE

   A. Leveraging the Benefits of Cloud Computing in Data Analytics
   B. Applying Customer, Supply Chain and Finance Analytics to Manage and Align
       Performance with Business Strategy

 

V. STRATEGIES FOR CORPORATE EFFICIENCIES & COST REDUCTION

    A. Process Improvement to Gain Efficiencies and Eliminate Redundancy
    B. Reducing Overhead Costs in Turbulent Times
    C. Activity-Based Costing Techniques So You Know the True Costs
    D. Cloud Computing: Here to Stay?

 

* PLEASE NOTE: Session topics and times are subject to change based on location and speaker availability. Please call 1-800-544-1114 for specific agenda details.

 

This program is also available via live webcast
Controllership Forum 2017: Strategies for Success Webcast

Speakers

FORUM SPEAKERS


Frederick Lezak, MBA, is Managing Director of F.T. Lezak Associates and Vice Chairman of the Exit Strategy Advisory Board. He is a recognized authority on strategic planning and budgeting, business acquisition strategies and business performance measurements and analysis. Mr. Lezak consults on assignments in corporate financial planning and analysis, including strategic business models, budgeting and crisis management projects.
 

Thomas J. Lieven, MBA, CPA, has over 35 years of experience in finance, information systems and production. He has held senior financial executive positions in property and casualty insurance, HMO, group insurance, lawn and garden equipment manufacturing, handicap accessibility equipment manufacturing and electronic funds transfer companies. Mr. Lieven is currently President of Applied Management, LLC, a small business consulting company.
 

Michael E. Palmer, MBA, Th.D, has held positions as President and CEO of three different corporations, as well as CFO of a publicly held corporation. He has demonstrated special expertise in strategic planning, mergers and acquisitions, international corporate finance and organizational theory. Dr. Palmer is an instructor and an expert in business ethics. He was instrumental in the IPO of FedEx, as one of its Vice Presidents.

 

This program is also available via live webcast
Controllership Forum 2017: Strategies for Success Webcast

Workshop

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Forum

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Location

Convene-Tysons Corner
1800 Tysons Boulevard
McLean, VA 22102
(703) 552-4443

 

APA Woodbridge
120 Wood Avenue South
Iselin, NJ 08830
(732) 494-6200

 

Palmer House Hilton
17 East Monroe Street
Chicago, IL 60603
(312) 726-7500

 

Embassy Suites Hotel
2885 Lakeside Drive
Santa Clara, CA 95054
(408) 496-6400

 

Crowne Plaza Valley Forge
260 Mall Boulevard
King of Prussia, PA 19406
(610) 265-7500

 

Harrah's Resort Atlantic City
777 Harrah's Boulevard
Atlantic City, NJ 08401
(609) 441-5000

 

Wyndham Anaheim Garden Grove
12021 Harbor Boulevard
Garden Grove, CA 92840
(714) 867-5555

 

Boston Marriott Newton
2345 Commonwealth Avenue
Newton, MA 02466
(617) 969-1000

 

TKP New York Conference Center
109 West 39th Street
New York, NY 10018
(212) 444-7342

 

Courtyard Marriott City Avenue
4100 Presidential Boulevard
Philadelphia, PA 19131
(215) 477-0200

 

Embassy Suites Hotel
5500 North River Road
Rosemont, IL 60018
(847) 678-4000

 

Embassy Suites Houston near the Galleria
2911 Sage Road
Houston, TX 77056
(713) 626-5444

 

Hyatt Regency Bethesda
One Bethesda Metro Center
Bethesda, MD 20814
(301) 657-1234

 

This program is also available via live webcast
Controllership Forum 2017: Strategies for Success Webcast