Surgent's Predicting Future Financial Issues Facing the Financial Executive

Course Details


Tuesday, October 3, 2023

7:00am – 3:00pm (Registration: 8:02am)



CPE Credit

8 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.


  • CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment
  • The future of medical care in the United States in a post COVID-19 environment
  • Future of social security and impact on retirement planning and employee retention
  • Impact on financial executive if the dollar is no longer the world currency
  • “Fate of the States” – will the location of your business make you less competitive
  • Future of workmen’s compensation and unemployment compensation
  • Future of interest rates
  • Impact of greater reliance on technology
  • AICPA top 10 trends and technologies
  • National infrastructure
  • ESG and DEI trends in the global economy
  • Impact of continuing uncertainty in markets


  • Understand the prophetic financial issues for the CFO/Controller including: 
    • Professional skepticism and the CPA
    • Becoming attuned to broad-based business knowledge
    • Becoming a futurist to effectively lead your organization to success

Designed For

CFOs, controllers, and financial executives

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