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Tuesday, October 23, 2018 Live

CFO Series: Technical Competence (E1810423)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in AA

OVERVIEW

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc.

Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more!

DESIGNED FOR

This series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations.

BENEFITS

  • Anticipate and mitigate risks before they occur
  • Prepare for the reporting changes
  • Understand the principles of the Balanced Scorecard
  • Discuss new methods to raise financing

HIGHLIGHTS

COSO Update: Changing Risk Management Standards
    COSO provides the accounting profession’s definitive risk management standards, which it continues to update and refine. The COSO guidelines provide a strong foundation for assessing and mitigating risk. The latest standards help organizations design and implement internal controls, addressing both operational and compliance objectives. Following the guidelines does not guarantee you will never have risks, but it does increase the probability you will anticipate and mitigate risks before they occur. COSO recommends organizations quickly transition their control evaluations, tools and documentation to the latest frameworks. This session shows you how.
Revenue Recognition and Lease Accounting
    FASB has issued new standards for revenue and lease accounting that will go into effect soon. Some companies will have major revenue recognition changes. Two types of leases remain, each with their own unique accounting treatment, but the old operating lease concept has disappeared. This session will help you become prepared for the reporting changes that await you in the near future.
Implementing the Balanced Scorecard: Get Success on Track
    An introduction and overview of the Balanced Scorecard aimed at executives and financial managers who want or need to understand the principles of the Balanced Scorecard and how it works in practical terms.
Raising Financing
    This session reviews proven methods to raise capital and discusses new methods to raise financing such as Crowdfunding. What are the pros, cons, and sources for each type of financing? What do banks require when you borrow? What do equity investors look for when analyzing making an equity investment? What are the fundraising techniques that small enterprises commonly use that established businesses can now use? How do you present the request for capital to increase your chances for success? If you are involved with raising capital, this material is essential.

COURSE LEVEL

Basic

PREREQUISITES

Management experience helpful.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • **NOTE** Bring a calculator.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Jay Giannantonio

Jay Giannantonio, CPA, MS, CIA

Executive Education, Inc.

Jay Giannantonio is an advisory principal/senior manager at a global consulting firm, specializing in project management over ERP and finance transformation projects for global firms. He is a frequent speaker at accounting, financial management, and CFO process improvement seminars and conferences. In 2016, 2017, and 2018, he received the Surgent Outstanding Discussion Leader Award due to his consistently high evaluations for knowledge and presentation skills. Giannantonio was the vice president of internal audit for a national commercial construction equipment leasing and retailer in 2005 and 2006. He was the director of CFO advisory services for E&Y from 2007 until he started his own firm in 2011. He began a position at a national EPM consultancy in 2019. He began his career with Coopers and Lybrand (now PwC) in audit and accounting practice, and then he spent nine years in corporate financial management at Verizon/Bell Atlantic. Giannantonio spent over eight years as a director in the World Class Finance Advisory and internal audit practices at KPMG. He also has been an associate adjunct professor at Widener University in the Master of Business Administration program. Giannantonio earned his Master of Science degree from the University of Pennsylvania and his Bachelor of Business Administration degree with an accounting concentration from Drexel University.

PRICING

$279.00 - Member

$379.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Executive Education, Inc.