Courses

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Member Price: $219.00 Non-Member Price: $219.00

Date/Time:: May 27, 2026, 1:00pm–4:30pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Business Management & Organization: 2.00, Finance: 2.00
Fields of Study:: Finance, Business Management
Level:: Intermediate

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers, and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. This year, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the "financial hero" of your organization and make a positive impact on the bottom line.

Objective

Make better financial decisions that have a positive impact on the organization
Lead the organization into the rapidly changing decade
Apply what we have learned from the recent changes in organizations and in AI to have a positive impact on the organization
Apply what we have learned from recent economic and political changes to have 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

Highlights

Latest state of the economy
Expense control that works
Understanding our changing workforce and working environment
Artificial intelligence
Financial risk analysis
Enterprise risk management, including looking at AI
Improving bank relationships

Designed For

CFOs, controllers, and finance professionals

Prerequisite

Experience in financial management of a small or midsize company

Advanced Preparation

None