Annual Update for Controllers

Corporate finance & treasury management

Course

Annual Update for Controllers

Instructor: Jim Lindell, MBA, CPA, CGMA

  • Format

    Course - Online

  • Level

    Update

  • Duration

    8 hours

In this course, you will learn leading-edge topics in managerial accounting and finance and receive useful tools and practical guidance that you can apply immediately.

Learning outcomes

  • Identify current issues that impact the financial stability of your organisation
  • 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
  • Use new tools for business planning, forecasting, budgeting, and reporting

£129.00 (CIMA members only)

£169.00

VAT calculated on checkout

Product information

Overview

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.

In this course, you will learn leading-edge topics in managerial accounting and finance and receive useful tips and practical guidance that you can apply immediately.

Topics discussed:

  • Leading-edge financial management tools
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, and emotional intelligence
  • New issues in treasury management and controllership
  • Current trends in information systems and technology
  • Current trends in leading and developing staff to increase productivity and profitability
  • Pareto's 80/20 rule
  • Big data and analytics

Who should take this course?

  • CFOs
  • Controllers
  • Treasurers
  • Financial managers

Professional development

This Course - Online offers 8 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Finance
Prerequisites:Management experience in accounting, finance, or operations
Programme level:Update
Duration:8 hours
Format:Course - Online
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£129.00 (CIMA members only)

£169.00

VAT calculated on checkout

Instructor

  • Jim Lindell, MBA, CPA, CGMA

    Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs).

    Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA).

    Jim has authored: "25 Critical Lessons from the Trenches", "Strategic Planning Made Simple", "Business is Like Fishing"; "Survival Kit for Small Business Executives"; "Annual Controller's Update", "Bottom Line Financial Management" and was a contributing author on "The Fast Close — Revolutionizing Accounting". In addition, Jim has received the "Outstanding Discussion Leader" from the AICPA in 2005, 2007, 2012 & 2013.