The Job of the Chief Financial Officer in Today's Environment: Part 2 (Currently Unavailable)

Author: Miles Hutchinson

CPE Credit:  2 hours for CPAs

Review options to financing your business, summary of the Sarbanes-Oxley reporting compliance and risk assessment.

Join us for a lively interactive series on the role of CFO. Discover the significant differences between the controller, treasurer, analyst and the CFO. Learn best practices to help you bridge the gap and catapult your career to the next level. Learn the techniques used by leading edge financial managers to be viewed as a key member of the top management team. From communication and leadership skills to raising capital and managing staff, customers, vendors, lenders and shareholders, this course will help ensure your success as you assume the role of CFO.

Bonus: Your registration entitles you to access to scores of important web links to help you better serve as a pivotal resource and informed decision influencer/maker in your organization

Publication Date: March 2016

Designed For
Accounting Managers, Controllers and those who aspire to become the Chief Financial Officer.

Topics Covered

  • Strategic partnering — increase your value in this key planning process
  • Understand the various options to financing your business including the steps to going public
  • A brief summary of the essentials of Sarbanes-Oxley reporting compliance and the impacts on the CFO
  • Consider a methodology for risk assessment

Learning Objectives

  • Identify, define and clarify the role of the Chief Financial Officer
  • Recognize how to be effective under a code of conduct constituting within the boilerplate model and the direct effect
  • Identify success upon being a consultant given a new assignment by your company, but lack the expertise for the assignment
  • Describe the CFO role of a company that needs to obtain additional financing from an investment banker team (IBT)
  • Identify the disadvantages of debt financing
  • Recognize the debt structures and associated collateral are the most appropriate for a company needing capital-based resources to grow capacity
  • Evaluate the dollar limit if you use private placement with a Regulation D offering
  • Recognize how to implement the RAPID decision-making model and what each letter represents for different roles of people involved int he decision process
  • Differentiate the important value drivers to implement of effective strategy included in the Stockdale paradox to illustrate the value according to Good to Great by Jim Collins
  • Describe at what point a company would be most likely to obtain venture capital
  • Illustrate how to seek assistance for a large competitor wanting to acquire a firm
  • Differentiate debt structures that would most appropriately apply to a company
  • Recognize the type of financing to be aware of for seeking equity financing
  • Identify the reasons to avoid using private placement financing
  • Describe private placements for transactions of not more than $5 million under Regulation D, Rule 505
  • Differentiate the requirements that would apply to engage in a private placement outside Regulation D
  • Identify important consideration when issuing an initial public offering (IPO)

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Finance (2 hours)

Program Prerequisites
The Job of the Chief Finance Officer in Today's Environment: Part 1

Advance Preparation
None

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