BEACH RETREAT: Current Economic Issues and Their Impact on Financial Decisions – Frank Ryan, CPA (111104-13)
Description
The emergence of regulatory policy as a major impact on an
organization’s costs and competitiveness, as well as the combined impact
of fiscal and monetary policy on financing for organizations are causing
CFO / Controllers to understand the impact of decisions well outside
their control in order to survive and grow. In this course, the
financial services bill (Dodd-Frank Bill), health care reform,
shortfalls in Social Security, unfunded liabilities, and deficit
spending will all be explored relative to their impact on the CFO /
Controller and your organization. We will provide guidance in dealing
with the financial and accounting issues of today’s volatile financial
markets. Useful tools for the CFO / Controller to deal with these
macro-economic forces will be explored. A case study approach is used.
Learning Objectives
Analyze the impact on an organization of current economic trends to
include employment, deficits, unfunded liabilities, municipal debt,
interest rates, and an aging U. S. population
Understand the impact of
the Dodd-Frank Bill on your banking relationship and the financial needs
of your organization
Review the impact of the Health Reform
legislation
Determine the safety and soundness of the financial plans
for your organization in an uncertain economic climate
Manage cash in
a rapidly changing economic landscape
Evaluate the impact of federal,
state and municipal deficits and unfunded mandates as it relates to tax
planning
Review programs with Social Security funding as it relates to
providing retirement plans for your employees
Determine the safety and
soundness of your credit and collections processes and selection of
customers in an uncertain environment
Influencing growth through
acquisition of distressed organizations
Major Topics
Regulatory, fiscal and monetary policies impact on the organization
Dodd-Frank Bill and impact on financial reform
Health insurance reform
and the impact on the employer
Managing risk in an uncertain economic
climate
The impact on an organization of an aging U. S. population and
determining succession planning
Factors influencing the debt and
equity mix to manage growth and risk
The economic way ahead for the
CFO / Controller in 2011 and beyond
