CPE Course CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting

May 24, 2018

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after May 3 and pay $279.00
Non-member Price $359.00Register after May 3 and pay $379.00

Curriculum Other

Field of Interest Finance

Level Update

Designed For

CFOs, controllers, and finance professionals


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
* Negotiation skills for finance professionals


Jay Giannantonio, MBA, CPA, CIA

Jay Giannantonio, MBA, CPA, CIA, is a management consultant specializing in internal audit, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. His teaching experience includes time as an adjunct faculty member in the MBA program at Widener University.close


Experience in financial management of a small or mid-size company


Surgent McCoy CPE, LLC

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