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

Friday, March 26 12:00pm - 4:00pm PDT

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4 Credits

Member Price $155.00

Non-Member Price $205.00


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.


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


Experience in financial management of a medium or small company


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.







Bruce Shepard

Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies.

At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring and negotiations. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.

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Non-Member Price $205.00

Member Price $155.00