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CPE Self-Study

Annual Update for Controllers

  • $179.00-$229.00
    Annual Update for Controllers In Stock Product #: 732182
    AICPA Member: $179.00
    Non-Member: $229.00
  • $159.00-$199.00
    Annual Update for Controllers Online Access Product #: 163622
    AICPA Member: $159.00
    Non-Member: $199.00
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    Purchasing multiple enrollments for your organization? Contact a representative for pricing or for on-site training opportunities. 800.634.6780 | Contact Us

    Product #: GT-SKSB

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this CPE course, you will learn leading-edge topics in managerial accounting and finance and receive useful tips and practical guidance that you can apply immediately.

Learning Objectives

This course will prepare you to:

  • Identify current issues that impact the financial stability of your organization
  • Determine major trends in accounting, corporate finance, treasury management, and business systems
  • Recall key points of the 80/20 rule and understand its application
  • Identify best practices to manage working capital
  • Use new tools for business planning, forecasting, budgeting, and reporting

Topics Discussed

  • Leading-edge financial management tools
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, and emotional intelligence
  • New issues in treasury management and controllership
  • Current trends in information systems and technology
  • Current trends in leading and developing staff to increase productivity and profitability
  • Pareto's 80/20 rule
  • Big data and analytics

Who Will Benefit?

  • CFOs, controllers, treasurers, and other financial managers

Enhanced On-Demand Format

This Enhanced On-Demand Format features audio and voice narration to keep you actively engaged with the course content. Additionally, updated course navigation allows you to easily move throughout the material. For your convenience, a PDF version of the text manual is included for download to use as a reference guide.

System Requirements

About the Authors

Jim Lindell, MBA, CPA, CGMA

Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs).

Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA).

Jim has authored: "25 Critical Lessons from the Trenches", "Strategic Planning Made Simple", "Business is Like Fishing"; "Survival Kit for Small Business Executives"; "Annual Controller's Update", "Bottom Line Financial Management" and was a contributing author on "The Fast Close — Revolutionizing Accounting". In addition, Jim has received the "Outstanding Discussion Leader" from the AICPA in 2005, 2007, 2012 & 2013.

About the Publisher

AICPA

About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.

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