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

Online Event

27 March, 2019 + 2 more

1:00 pm - 5:00 pm UTC

Webcast
1:00 pm - 5:00 pm UTC

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

Speaker: James T. Lindell, CPA, MBA

  • Format

    Webcast

  • Level

    Intermediate

  • Duration

    4h

Explore 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 and transaction-oriented to externally focused understanding of industry and macro trends.

Learning outcomes

  • 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 organisational leadership function
  • Distinguish the importance of the planning process and the controller’s respective role
  • Apply Lean techniques to the accounting department and the organisation
  • Determine how servant leadership increases the success of the controller

Select a date and time

£125.00 (CIMA members only)

£159.00

VAT calculated on checkout

Product information

Overview

Are you ready to take your role as controller to the next level while adding significant value to the organisation? A successful controller will go beyond financial statements, internal controls, and general accounting to create new value for the organisation. 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 and transaction-oriented to externally focused understanding of industry and macro trends.

The major topics that will be covered in this course include:

  • Leadership versus 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

Who should take this course?

  • CFOs, controllers, and management accountants who want to improve the value add and impact of their skill set to drive the financial performance of an organisation

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:Experience in financial management of a medium or small company
Programme level:Intermediate
Duration:4h
Format:Webcast
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£125.00 (CIMA members only)

£159.00

VAT calculated on checkout

Speaker

  • James T. Lindell, CPA, MBA

    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.