Controller Series (On-Demand) – Discontinued


While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This series of short courses that will explore key economic, financial, and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

Learning Objectives
  • Understand the role of the Federal Reserve
  • Understand and analyze examples of enterprise risk
  • Analyze and interpret the current deficit levels of the U.S. government
  • Analyze and interpret Debt to GDP ratios
  • Understand and analyze the potential for similar reactions in your state/locality
  • Examine potential sources of distressed assets and the basic process of acquiring distressed assets
  • Identify key issues with IFRS convergence and adoption
  • Valuate the significance of key international economic and political issues
  • Understand the advantages and disadvantages of debt financing and equity financing
  • Understand the impact of debt to equity mix on profitability
  • Understand Lean and determine the lean End State
  • Recognize Mission versus Strategic versus Operational views
  • Understand risks associated with hyperinflation
  • Identify the main functions of HR
  • Evaluate current trends in employment practices
  • Identify key performance indicators
  • Understand the basic features of the Affordable Care Act
  • Understand and analyze the impact of the Affordable Care Act on costs
  • Understand issues with the global infrastructure
  • Recognize potential funding shortfalls for retirement and its impact on business
  • Evaluate the main functions of HR
  • Identify leadership principles and their impact on an organization
  • Analyze Core Values
  • Understand effective writing (email) techniques
  • Understand effective presentation techniques
  • Understand effective Social Media communication
Major Topics
  • Acquiring Distressed Assets
  • Competing Globally
  • Debt and Equity Mix
  • Effective Communication and
  • Negotiation
  • Enterprise Risk Management
  • Federal, State and Local Deficits
  • Going Lean
  • Good Customer Criteria and the Credit Process
  • Governance and the Board
  • Human Resource Effectiveness
  • Inflation, Deflation, and Stagflation
  • Leadership and Tone at the Top
  • Medical Care and Health Insurance
  • National Infrastructure
  • Retirement and Succession Planning
  • Uncertainty and Managing Growth
Course Level
CPE Field of Study
Who Should Attend
CPAs, industry accounting and finance staff, C-level corporate officers.


Advanced Preparation


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Available 24/7
Controller Series (On-Demand) – Discontinued
Total CPE Credits
Up to 16 Credits


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Controller Series (On-Demand) – Discontinued

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