CW1705 - Financial Management for Small & Mid-Sized Companies

Description

Small and mid-sized companies are often considered the drivers of economic growth, and poor financial management can be the cause of a business failure. The responsibilities of the Controller in a small or mid-sized company are different than those in a large company, as much of your role is pegged to the success of your organization. Join a panel discussion that will provide a perspective on the distinction and challenges faced as well as explore what it takes to be successful and effective.

Learning objectives include:

• Identifying and understanding key differences between large companies and small and mid-sized companies
• Maintaining bank relationships, Lines of Credit and Secured Financing
• Self mentoring
• Leveraging limited resources
• Managing an audit with a small team
• Affecting change and strategy
• Audited vs non audited considerations
• Implementing practical controls
• Additional responsibilities : HR, IT, ERP, Corp Governance, Insurance
• Other issues that affect small to mid-sized companies

Speaker(s):

• Laura Felice, CPA, CGMA, SVP Controller, BJ's Wholesale Club, Inc.
• Angela Ho, CPA, CGMA, Senior Vice President & Principal Accounting Officer, OceanFirst Bank
• Pauline Le, CPA, CGMA, CITP, VP, Finance, Birkman International
• Jason Young, CPA, CGMA, Corporate Controller, Cask NX