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CPE Self-Study
The Changing Role of the Controller: Advancing from Tactical to Strategic
NASBA FIELD OF STUDY
Business Management & Organization
LEVEL
Intermediate
CPE CREDITS
Online: 5.5
Explores new and additional controller roles and outline a roadmap you can use to expand your career.

CPE On-Demand
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Product details

Take your role as controller to the next level.

Who Will Benefit?

  • CFOs, controllers, and management accountants

Key Topics

  • Leadership vs. Management
  • Business and strategic planning processes
  • Corporate culture
  • Lean management techniques and processes
  • Recruiting, retaining and developing employees
  • 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

Learning Objectives

  • Differentiate between the value of the traditional controller and the business oriented controller.
  • Apply the definition of controllership in your company by integrating controllership into the larger financial and organization leadership function.
  • Distinguish the importance of the planning process and the Controllers respective role.
  • Apply lean techniques to the accounting department and the organization.
  • Determine how Servant Leadership increases the success of the controller.

A successful controller goes beyond financial statements, internal controls and general accounting to create new value for their organization. Are you ready to take your role to the next level?

From being internal process oriented to having an externally focused understanding of industry and macro trends, this CPE self-study course explores new additional roles that controllers are now accepting, and outlines a roadmap you can use to expand your role.

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:
$139.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$139.00
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CREDIT INFO
CPE credits
Online
: 5.5
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
Experience in financial management of a medium-size or small company
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
CL4COBP
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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