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CPE Self-Study

The Changing Role of the Controller: Advancing from Tactical to Strategic

  • $79.20-$129.00
    The Changing Role of the Controller: Advancing from Tactical to Strategic Availability : Online Access Product #: 165900
    CGMA Holder: $79.20
    AICPA Member: $99.00
    Non-Member: $129.00
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    Contact a representative for group pricing or on-site training opportunities. 800.634.6780 (Option 1) | Contact Us Product #: GT-CL4COBP

Are you ready to take your role as controller to the next level? A successful controller will go beyond financial statements, internal controls, and general accounting to create new value for the organization. Developed by expert author Jim Lindell, this CPE course will explore new additional controller roles and outline a roadmap you can use to expand your role from one that is primarily internal process and transaction oriented to one that is externally focused, with an understanding of industry and macro trends. This comprehensive course features updated surveys, business trends, best practices, business planning, and change management techniques.

Learning Objectives

This course will prepare you to do the following:

  • 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.
  • Determine the importance of the planning process and the controller's respective role.
  • Apply lean techniques to the accounting department and the organization.
  • Determine how servant leadership increases the success of the controller.

Key Topics

  • Leadership versus management
  • Business planning processes
  • Corporate culture
  • Lean management techniques and processes
  • Recruiting, retaining, and developing employees
  • Communication, 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 to drive the financial performance of an organization

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

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.