The New Controllership: Keys to Boosting Financial Performance [CL4BFP]

Aug 11, 2016
Time: 12:30 pm-4:00 pm

Subject:

Management Advisory Services

Credit Hours:

4.00

Price:

Member: $150.00
Non-member: $225.00

Print Page

Discussion Leader:

Bob Walter    more info

Bob has been teaching CPE courses for the AICPA for 15 years, and during that time
has written seven CPE courses, including Employment Law Update (introduced
2016), Advanced Business Law for CPAs (2013 and updated annually), and Real
World Business Ethics (2003 and updated annually). Bob has received the AICPA
Outstanding Discussion Leader award in each of the last three years, placing him
among the top 20 instructors for AICPA nationwide. Since 2011, Bob also has served
as a senior instructor for IASeminars of London, England, teaching international CPE
courses for CPAs, Chartered Accountants, and financial officers in London, Geneva,
and Toronto. Bob has authored four multi-day CPE courses for IASeminars,
including Detecting and Investigating Financial Statement Fraud, SEC Reporting for
International Companies, and Management’s Discussion and Analysis. Bob has been a
practicing securities attorney for over 30 years, specializing in capital market
transactions including IPOs, follow-on offerings, and M&A. Recently his practice has
expanded to include representation of whistleblowers in referrals to the Securities and
Exchange Commission, and he now represents whistleblowers in five separate SEC
actions. Bob has authored six books on business law, ethics, and governance
published by AICPA, CCH, and Barron’s Business Library; multiple articles for
Washington Lawyer and the Colorado Lawyer; and numerous articles for state CPA
societies, including the AKCPA. Bob served as a member of the Standing Advisory
Group to the PCAOB in the first two years following its formation. He received his
J.D. degree from the Duke University School of Law and his B.S. degree in business
from Colorado State University.

Bob has been teaching CPE courses for the AICPA for 15 years, and during that time has written seven CPE courses, including Employment Law Update (introduced2016), Advanced Business Law for CPAs (2013 and updated annually), and Real World Business Ethics (2003 and updated annually). Bob has received the AICPA Outstanding Discussion Leader award in each of the last three years, placing him among the top 20 instructors for AICPA nationwide. Since 2011, Bob also has served as a senior instructor for IASeminars of London, England, teaching international CPE courses for CPAs, Chartered Accountants, and financial officers in London, Geneva, and Toronto. Bob has authored four multi-day CPE courses for IASeminars, including Detecting and Investigating Financial Statement Fraud, SEC Reporting for International Companies, and Management’s Discussion and Analysis. Bob has been a practicing securities attorney for over 30 years, specializing in capital market transactions including IPOs, follow-on offerings, and M&A. Recently his practice has expanded to include representation of whistleblowers in referrals to the Securities and Exchange Commission, and he now represents whistleblowers in five separate SEC actions. Bob has authored six books on business law, ethics, and governance published by AICPA, CCH, and Barron’s Business Library; multiple articles for Washington Lawyer and the Colorado Lawyer; and numerous articles for state CPA societies, including the AKCPA. Bob served as a member of the Standing Advisory Group to the PCAOB in the first two years following its formation. He received his J.D. degree from the Duke University School of Law and his B.S. degree in business from Colorado State University.

close close

Website registration for this course closes on August 4, 2016. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

The New Controllership: Keys to Boosting Financial Performance (CL4BFP)

August 11, 2016 / Afternoon Session

Alaska Society of CPAs Office
2600 Cordova Street, Suite 211 Anchorage, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

This program recognizes that the controller must have current technical knowledge of financial subjects such as cash and debt management, planning, the latest accounting department efficiency issues, and new oversight and control concepts. This course makes a clear and important distinction between the older-style organization similar to GM, and the newer organizations like Google or Apple. As the course moves through the subjects, constant contrast is made between how things are done in the modern versus the older-style organization. Make sure you have all the right tools to thrive in todays environment and manage a more successful organization!

Major Topics:
Planning and budgeting
Risk management
Customer service and efficiency
Cash and debt management
Cloud computing

Learning Objectives:
Determine how you, as a finance professional, can influence your organizations success and make the most of your companys potential.
Apply techniques for managing a more successful organization.
Identify new and more efficient ways to run your department.
Distinguish new ways of achieving greater success as an individual

Designed For: CFOs, controllers, and other financial managers

CPE Credits: 4, Management Advisory Services

Level of Knowledge: Intermediate

Prerequisite: Experience in financial management in a medium or small company

Acronym: CL4BFP

Discussion Leader: Bob Walter