CPE Self-Study
Transforming Your Role as Controller to Business Partner
Business Management and Organization
Online: 10.0
Written by an expert author, this CPE course offers a roadmap you can use to go beyond financial statements, internal controls and general accounting to create new value for your organization.

CPE On-Demand
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  • Windows 7 to present

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  • Microsoft Internet Explorer
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Product details

Are you ready to take your role as controller to the next level while adding significant value to the organization? Go beyond financial statements, internal controls, and general accounting to create new value for your organization. Written by an expert author, this CPE course features updated surveys, business trends, best practices, strategic planning, and change management strategies and offers a roadmap you can use to expand your internal process- or transaction-oriented role to include understanding industry and macro trends.

Learning Objectives
This course will prepare you to:

  • Differentiate between the value of the traditional controller and the business-oriented controller.
  • Recall the definition of controllership in your company by integrating controllership into the larger financial and organizational leadership function.
  • Distinguish your role within your organization.
  • Apply a wide variety of financial and management skills to integrate the position of controller into the organization’s overall financial process.
  • Recognize how servant leadership increases the success of the controller.

Key Topics

  • Leadership versus management
  • Business and strategic planning processes
  • Corporate culture
  • Lean management techniques and processes
  • Promoting and maintaining an ethical culture
  • Recruiting, retaining, and developing employees
  • Project and change management
  • Communications, listening, and presentation skills
  • Managing "up" and how to master it
  • Business strategy and the controller
  • The need for increased efficiency and the application of lean techniques
  • Application of best practices in the accounting department

Who Will Benefit?

  • CFOs, controllers, and management accountants who want to improve the value add and impact of their skill set in order to drive the financial performance of an organization

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

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.

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CPE credits
: 10.0
NASBA Field of Study
Business Management and Organization
Experience in financial management of a medium or small company
Delivery Method
QAS Self-Study
Course acronym
Group Pricing
Product number: GT-COBP
Contact a representative for group pricing or on-site training opportunities. 800.634.6780 (Option 1) | Contact Us
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