April 20, 2026


Vendor Webinar


8 CPE

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

April 20, 2026
Vendor Webinar
8 CPE

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

Learning Objectives

  • Analyze the impact on an organization of current economic trends to include employment, deficits, unfunded liabilities, municipal debt, and interest rates
  • Analyze the impact of the Dodd-Frank Bill on banking relationship and financial needs of the organization
  • Review the impact of the Health Reform legislation
  • Determine the safety and soundness of the financial plans for your organization in an uncertain economic climate
  • Manage cash in a rapidly changing economic landscape
  • Determine the impact on an organization of an aging U. S. population and succession planning
  • Evaluate the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
  • Evaluate programs with Social Security funding as it relates to providing retirement plans for employees
  • Determine the safety and soundness of credit and collections processes and selection of customers in an uncertain environment
  • Identify factors influencing the debt and equity mix to manage growth and risk
  • Influence growth through acquisition of distressed organizations
  • Pinpoint the economic way ahead for 2017 and beyond

Major Topics

  • Regulatory, fiscal, and monetary policies impact on the organization
  • Dodd-Frank Bill and impact on financial reform
  • Health insurance reform and the impact on the employer
  • Managing risk in an uncertain economic climate

CPE Credits Available

8 CPE
8
Accounting&Auditing

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience and/or exposure to financial management

Advanced Preparation

None

Intended Audience

CFOs and Controllers

Provider

Surgent

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