Surgent's Industry Accountant Toolkit

Course Details


Friday, September 23, 2022

7:00am – 3:00pm (Registration: 3:05am)



Field of Study

Accounting & Audit

CPE Credit

8 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Experience and/or exposure to financial management


This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.



  • Key tools used by businesses and financial professionals across the globe to measure performance

  • Detailed, real-world examples of businesses utilizing these tools



  • Understand the importance of conducting strategic and operational risk analysis for all facets of business

  • Understand SOC Scope Audits of Systems of Internal Controls

  • Determine appropriate critical risk factors

  • Determine appropriate measures of effectiveness

  • Understand and utilize the Altman Z-Score calculation for determining corporate viability

  • Understand and utilize an ROIC Tree

  • Calculate the economic value added for a business

  • Calculate the external funds needed for a business

  • Identify key elements of lean accounting and process activity mapping

  • Understand activity-based costing in combination with lean systems

Designed For

CPAs in public and private practice

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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