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Friday, November 12, 2021 Live Webcast

Annual Update for Controllers (E2111063)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST



8.0 CPE Credits in AA


Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

This course features a live instructor and has been specifically designed for the NJCPA.


CFOs, controllers, treasurers and other financial managers.


  • Identify current issues that impact the financial stability of your organization.
  • Identify Excel shortcuts to improve efficiency.
  • 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.


  • Leading-edge financial management tools and techniques
  • Power BI and Power Pivot
  • 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
  • Predictive analytics
  • Current trends in leading and developing staff to increase productivity and profitability
  • Accounting as a complement to the sales function
  • Integrated Reporting
  • Black swan events, coronavirus, ransomware
  • Innovation




Management experience in accounting, finance, or operations.




James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

Thorsten Consulting Group, Inc.

Jim is president of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. He 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. He is also 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 of the American Institute of CPAs and the Wisconsin Institute of CPAs and is a member of the National Speakers Association. Jim authored the AICPA book, Controller as Business Manager, and developed several AICPA courses.


$289.00 - Member

$439.00 - Nonmember

AICPA members receive a discount of $30 for this event.

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American Institute of CPAs