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Date / Time / Location

Friday, September 20, 2019
9:30 AM - 10:15 AM
Registration: 9:15 AM


CPE Credits

  • 1.50 CPE Credits in MT


  • $39.00 - Member
  • $59.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Success in Business and Industry - Web Series event bundle.
Almost 50 percent of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.

Designed For

CPAs in private industry


Successful businesses must be able to answer the following in order to stay relevant:
  • Can you describe the financial health of your company and your industry?
  • Do you know your business cycle compared to the industry business cycle?
  • Do you know what the competitive, legal and technological landscape is currently and in the future?
  • Is your organization aligned and incentivized to be successful?
Learn to identify the questions you should be asking and how to develop a roadmap to success.

Course Level


Additional Notes

This session originally aired at the 2019 NJCPA Annual Convention & Expo. You are only eligible for credit once.
Pre-Registration Closed

Online pre-registration for this event is now closed.

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA
Thorsten Consulting Group, Inc.

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

James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with a variety of industries including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Best Seller Course - Annual Update for Controllers, Analytics and Big Data for Accountants, 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. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.

Jim has received the 2017 AICPA Outstanding Discussion Leader Award for her practical approach, enthusiasm, and lively seminars.

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Pre-Registration Closed

Online pre-registration for this event is now closed.