CPE Self-Study

Critical Tools for Today's Controller and CFO

  • $145.00-$185.00
    Critical Tools for Today’s Controller and CFO Online Access Product #: 163080
    AICPA Member: $145.00
    Non-Member: $185.00
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    Product #: GT-CDLT

This course focuses on the practical skills required to be a successful controller or CFO and how to enhance the profitability of any growing company. You will learn how to shift from a reactive to a proactive mode of operation as well as how to avoid the constant crisis techniques common to many private companies. This course also highlights various financial and managerial tools and techniques to improve day-to-day decisions that affect business operations and profitability.

Learning Objectives

When you complete this course you will be able to:

  • Implement effective controllership management skills and tools
  • Apply tested and new approaches to profitability and liquidity management
  • Achieve target profit levels by establishing proper relationships between prices, costs, and product mix
  • Optimize operating results by using scarce resources more efficiently and effectively

Topics Discussed

  • Mission statements
  • Business, strategic, and contingency plans
  • Human resource tools
  • Cash management
  • Cost reduction strategies
  • Ratio analysis and benchmarking
  • Lean management techniques
  • Risk analysis
  • Mergers and acquisitions
  • Key performance indicators
  • Open source software
  • Project management software

System Requirements

About the Authors

James Lindell, CPA, MBA

James T. Lindell, CPA, CSP, CGMA, MBA

Jim Lindell is the president of a Wisconsin-based provider of strategic and financial consulting, training, and executive coaching. Jim has an extensive background in senior management including positions as chief financial officer and corporate assistant controller. Jim has worked with a variety of industries, including manufacturing, health care, not for profit, distribution, and food processing. He has been involved in more than 50 merger and acquisition projects. James Lindell is a CPA with public accounting experience at several local and regional accounting firms.

In 2015, Jim received his Certified Speaking Professional (CSP) designation. The CSP is the highest designation that can be earned by a member of the National Speakers Association. He is a chairman of the The Executive Committee (TEC). He is a member of (and instructor for) the AICPA and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

A six-time recipient of the AICPA's Outstanding Discussion Leader Award, Jim is the author of the AICPA publication Controller as Business Manager and author of the AICPA courses Annual Update for Controllers, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course Minimizing the Effects of a Recession on Your Business, and he is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks.

About the Publisher


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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