Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

Course Details


Monday, December 5, 2022

7:00am – 10:30am (Registration: 2:05am)



Field of Study


CPE Credit

4 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Experience in financial management of a small or midsize company


In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. 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 reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.



  • Economic update

  • Leadership and management changes as a result of the pandemic

  • Managing for productivity

  • Metrics and benchmarking

  • Social media's place in our organization



  • Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals

  • Understand how domestic and global economic conditions could impact the organization

  • Apply what we have learned from the COVID-19 pandemic 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

Designed For

CFOs, controllers, and finance professionals

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

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