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CFO/Controller Series: Retirement and Succession Planning (Included in catalog bundle)CFO/Controller Series: Retirement and Succession Planning (Included in catalog bundle)

$35.00 (USD)

While several 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
Online Lesson1. CFO/Controller Series: Retirement and Succession Planning -

Objectives

Upon completion of this course, participants 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 

Field of Study:  Business Management & Organization  

Recommended CPE Credit Hours:  1.0 

Course Level: Basic 

Prerequisites:  None 

Designed For: CPAs, industry accounting and finance staff, C-level corporate officers 

Authors:  Francis X. Ryan, CPA, CGMA, MBA

                       Matthew X. Ryan, CPA, CFE, MBA 

Publication Year:  2017

Expiration Date:  Course content is reviewed annually and revised with neccessary changes or else the course is removed.

____________________________________________________

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.

 

Matt's Biography:   

Matt currently serves as the President of a management consulting firm specializing in strategic planning and economic forecasts, and simultaneously serves as the CFO of a tech startup specializing in dynamic pricing and as the CFO of an educational institute based in Washington, D.C. He has additional experience in both alternative investment and public accounting, as well as extensive experience in risk analysis and operations management.

Outside of his consulting work, Matt currently serves in the U.S. Army Reserves with more than 15 years of service in the military. He recently completed an extended tour as the Company Commander for a logistics/distribution unit based in Central Pennsylvania. In 2009, Matt deployed to Iraq where he served dual roles as the Executive Officer of a medical unit and as the Brigade Medical Logistics Officer for the 56th Stryker Brigade Combat Team.

Matt serves on the Board of Directors of a Philadelphia-based military service organization and previously served as the Audit Committee Chairman of The Institute of World Politics in Washington, D.C. He also participates in numerous political organizations and has served on campaign committees for local, state, federal, and judicial candidates.
Matt holds a B.S. in Finance from The Pennsylvania State University and an MBA from The Wharton School at the University of Pennsylvania. He is a Certified Fraud Examiner and Certified Public Accountant (Pennsylvania & Virginia), and has a Master’s Certificate in Lean Six Sigma Black Belt through Villanova University.

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Francis X. Ryan, CPA, CGMA, MBA
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