Risk, Cost & Cash Management for Controllers and Finance Managers (CL4TKBP15) LF Cluster AM Session
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When an organization fails, it’s usually due to a number of undetected, poor practices, like a lack of understanding of costs, poor asset allocation, failure to identify risk, and so on. This course demonstrates techniques and analytical tools specifically designed to help financial professionals add value to their company by improving decision-making, cost and capacity management, selected accounting practices, cash management, valuation techniques, risk management, and more.

When: 12/29/2015
8:30 AM until 12:00 PM
Where: DoubleTree by Hilton
1521 W. Pinhook Rd.
Lafayette, Louisiana 
United States
Presenter: Curtis Quickel

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Early Bird Fees (through 12/10)
Members $159
Non-Members $209
After 12/10, add $50 to your fee.

CPE: 4 hours
Level: Intermediate
Vendor: AICPA
Category: Management
Prerequisites: Management experience in accounting, finance, or operations
Advanced prep: None

Who should attend: Owners, controllers, treasurers, financial officers, and other financial managers in organizations with less than $250 million in sales

When an organization fails, it is usually due to several factors. These often result from a number of undetected, poor practices that infect and grow throughout the entire organization. They can include a lack of understanding of costs, poor asset allocation, systems that support the status quo, failure to identify risk, tunnel vision by management, and so on.

Often, management will repeat poor practices across the enterprise. For example, do you think a so-called “budgeting crisis” is normally due to the budget, or actually hidden, existing problems that were uncovered due to the budgeting process?

This course demonstrates the use of practices and techniques specifically designed to assist CPAs and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management, and risk management. Examples of actions by both successful and failed organizations are used throughout the session.


  • Identify and correct practices that can negatively impact an organization.
  • Isolate and measure cost drivers and trends.
  • Prepare for and navigate an organization through the business cycle.
  • Initiate and manage a variety of improvement programs.
  • Implement cash management systems and consolidate them into an organization’s plans.
  • Identify and manage risk throughout the enterprise.

Major Topics

  • Techniques and ideas to establish and maintain an effective organization
  • Examples of successful and failed companies as a source of learning
  • Identification of broad measures that provide insights into the direction of the economy
  • Practical ideas to improve forecasting
  • Framework and methods to uncover and manage risk