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CPE Self-Study
Annual Update for Controllers
NASBA FIELD OF STUDY
Business Management & Organization, Finance, Information Technology, Personnel/Human Resources
LEVEL
Update
CPE CREDITS
Text: 10.5, Online: 9.5
Covers leading-edge topics in managerial accounting and finance.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Useful tips you can apply.

Who Will Benefit?

  • CFOs
  • Controllers
  • Treasurers
  • Other financial managers

Key Topics

  • Leading-edge financial management tools and techniques
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, emotional intelligence, robotics and automation
  • 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
  • Accounting as a complement to the sales function
  • Integrated Reporting

Learning Objectives

  • 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

Help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems.

This self-study course covers leading-edge topics in managerial accounting and finance, and is packed with useful tips and practical guidance you can apply immediately. This course includes a case study covering three chapters using Excel tools, working capital trends and technology changes. You'll also gain insight into hot topics such as:

  • Power Pivot
  • Integrated Reporting
  • Bitcoin
  • Technology trends

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.

Table of contents
Ratings and reviews
Author(s)

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.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$239.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$239.00
Add to cart
CREDIT INFO
CPE credits
Text
: 10.5,
Online
: 9.5
NASBA Field of Study
Business Management & Organization, Finance, Information Technology, Personnel/Human Resources
Level
Update
Prerequisites
Management experience in accounting, finance, or operations
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
SKSB
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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