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Controller and Financial Professional Series: Key Business Concepts and Best Practices (KEY)

  • 10/16/2018
  • 8:00 AM - 4:00 PM
  • Fargo Holiday Inn 701-282-2700


For member pricing, please log in using the email you have on file with the Society. Fees increase by $30 when registering less than 14 days before the class.
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While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

Learning Objectives:

  • Analyze your organization’s elements of Governance & the Board
  • Analyze HR Effectiveness in your organization
  • Understand the impact of Economic Uncertainty & the Aging Workforce
  • Understand the impact of Retirement & Succession Planning
  • Analyze the impact of good and bad Enterprise Risk Management programs
  • Understand the concepts behind Going Lean
  • Analyze Good Customer Criteria & Customer Centricity
  • Understand the impact of the Debt & Equity mix
  • Analyze the risks and opportunities in Acquiring Distressed Assets

Topics Discussed:

  •  Governance & the Board
  • HR Effectiveness
  • Economic Uncertainty & the Aging Workforce
  • Retirement & Succession Planning
  • Enterprise Risk Management programs
  • Going Lean
  • Good Customer Criteria & Customer Centricity
  • Debt & Equity mix
  • Acquiring Distressed Assets

Designed For: CPAs, industry accounting and finance staff, C-level corporate officers
Level: Basic
Instructor: Matthew Ryan
Developer: Business Learning Institute
Area of Study: 8 Economics (Technical)

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3325 South Washington Street
Suite B2
Grand Forks, ND 58201

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 (701) 775-7111
or (877) 637-2727

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