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

Friday, April 24 10:00am - 2:00pm

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4 Credits

Member Price $179.00

Non-Member Price $229.00

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.

Highlights

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

Prerequisites

Experience in financial management of a medium or small company.

Designed For

Controllers and Managerial Accounting

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.

Preparation

None

Notice

None

Leader(s):

Leaders

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. .

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers.

James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.

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Non-Member Price $229.00

Member Price $179.00