Risk, Cost & Cash Management for Controllers & Financial Managers

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Event Details

Wednesday, August 25, 2021

12:30pm – 4:00pm
(Registration: 12:00pm)


Hilton Garden Inn

2023 Commerce Way

Bozeman, MT 59715


Field of Study

  • Management Services

CPE Credit

4 hours CPE credit

Course Code



Level of Knowledge





Management experience in accounting, finance or operations.


All materials will be electronic only

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.


  • 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


When you complete this course you will be able to:

  • When you complete this course you will be able to:
  • Identify and correct practices that can negatively impact an organization
  • Determine and measure cost drivers and trends
  • Recall how to navigate an organization through the business cycle
  • Apply and manage a variety of improvement programs
  • Apply cash management activities and consolidate them into an organization’s plans
  • Identify and identify how to manage risk throughout the enterprise

Designed For

Owners, controllers, treasurers, financial officers and other financial managers in organizations with less than $250 million in sales.

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