Live Stream Business and Industry Fest

TSCPA's Live Stream Business and Industry Fest provides CFOs, controllers and other CPAs working in corporate finance the tools to set your organization up for growth by covering current financial, operational, and personnel issues faced in business and industry. Sessions are offered in a two-day cluster format to ensure you get the information most suitable for your organization’s needs. 

Note: you do not need to select a course for each day - you may choose a single event for this cluster if you wish.

May 12, 2025

Live Stream: Business and Industry Fest - Controller/CFO Update: Hot Topics Facing Today's Financial Professional

May 12, 2025 8:00am - 11:30am (Central Time)

Your Price: $239.00

Credit Type:

Finance (4.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

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 good for the organization. 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. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.

Prerequisites

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

Live Stream: Business and Industry Fest - Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques

May 12, 2025 1:00pm - 4:30pm (Central Time)

Your Price: $239.00

Credit Type:

Management Services (4.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

Prerequisites

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

May 13, 2025

Live Stream: Business and Industry Fest - Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

May 13, 2025 8:00am - 11:30am (Central Time)

Your Price: $239.00

Credit Type:

Business Management & Organization (2.00) Finance (2.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.

Prerequisites

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

Live Stream: Business and Industry Fraud Case Studies: Schemes and Controls

May 13, 2025 1:00pm - 4:30pm (Central Time)

Your Price: $239.00

Credit Type:

Auditing (4.00)
4.00 credits
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Facilitators

  • Jason Carney, CPA, CISA, PMP, CISSP, CCSP

Vendor

Surgent McCoy CPE LLC

Description

Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.