SecondaryLogo
You are not logged in. // Login
Language:

Webcast:  CFO/Controller Series: Retirement and Succession PlanningWebcast: CFO/Controller Series: Retirement and Succession Planning

$35.00 (USD)

While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of a series of short courses that will explore key economic and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

This one hour course will examine and walk-through key issues related to retirement planning and Social Security solvency. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of improper retirement planning on industry, particularly if employees approaching retirement discover they can’t afford to retire.

Credits: 1
Estimated Length: 1 hour(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Web Meeting1. CFO/Controller Series: Retirement and Succession Planning View Schedule

Objectives

At the conclusion of the course, the student will be able to:
  • Identify the potential concerns about retirement planning
  • Identify funding concerns and potential solutions regarding Social Security
  • Identify retirement planning recommendations for the organization
MAJOR TOPICS
  • Employee programs
  • Issues related to succession planning
  • Retirement planning and Social Security
  • History of Social Security
  • Social Security funding needs
  • Funding shortfalls
CPE FIELD OF STUDY
  • Business Management & Organization (1 Credit)
WHO SHOULD ATTEND
  • CPAs, industry accounting and finance staff, C-level corporate officers
INSTRUCTOR(S)
  • Francis X. Ryan, CPA, CGMA, MBA
COURSE LEVEL
  • Basic

____________________________________________________

Frank's Biography:   

Frank Ryan is president of a management consulting firm specializing in turnarounds, workouts, crisis management, strategic planning and working capital management. He has extensive experience working with banks in negotiating forbearance agreements, loan workouts, capital restructuring, vendor negotiations and bank lending requirements. Mr. Ryan is a leading expert in Lean Operations and Management and has implemented numerous lean applications for organizations. Prior to his consulting business, he was the chief operating officer of a mid-sized manufacturing company.

Mr. Ryan serves and has served on numerous boards of directors of public and non-profit charitable organizations. In March 2008, he was elected Chairman of the Board of Directors of a Good Shepherd Services, a residential treatment facility for developmentally disabled children. Mr. Ryan is Chairman of the Audit Committee of the Institute of World Politics and is also a trustee of IWP. He serves as the Audit Committee Chair for the Archdiocese of Baltimore.

Additionally, Mr. Ryan walked 2806 miles across America in 2014 to raise awareness of the needs of children with emotional and behavior issues and for developmentally disabled children. He is the third oldest person to have ever done it.

Frank Ryan, a retired Marine Reserve Colonel, was recalled to active duty, out of his military retirement, in December 2004 and served with Multi-National Force-Iraq until June 2005. Prior to his initial retirement in 2002, Mr. Ryan served as the Central Command Special Operations Officer during Operation Enduring Freedom.

Mr. Ryan’s personal military decorations include three Legions of Merit, the Bronze Star Medal, the Defense Meritorious Service Medal, the Navy Commendation Medal and the U. S. Army Commendation Medal.
Mr. Ryan is a multi-year recipient of the AICPA Outstanding Discussion Leader Award.

Expert
Expert
Francis X. Ryan, CPA, CGMA, MBA
Certificates
Powered by Inquisiq LMS R5 Build 5.1.18.1© 2002-2018ICS Learning Group
Desktop | Mobile
info@BLIonline.org