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Friday, November 6, 2020 Webcast

The Changing Role of the Controller: Advancing from Tactical to Strategic (X3-2206486)

1:00 PM - 5:00 PM EST
webcast

Webcast

4.0 CPE Credits in MT

OVERVIEW

Are you ready to take your role as controller to the next level while adding significant value to the organization? A successful Controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We'll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends. Topics Discussed - 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

BENEFITS

When you complete this course you will be able to:

- 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.

HIGHLIGHTS

Topics Discussed

- 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

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in financial management of a medium or small company

INSTRUCTOR

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.

PRICING

$179.00 - Member

$219.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA