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Monday, October 24, 2016 Live

Transforming Your Role as Controller to Business Partner (E1610333)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

Ramada Plaza Hotel and Conference Center Cranbury - South Brunswick

390 Forsgate Drive, Exit 8A,
Jamesburg , NJ 08831

8 CPE Credits in MT

OVERVIEW

A successful controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. 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.

DESIGNED FOR

CFOs, controllers and management accountants who want to improve the value add and impact of their skill set in order to drive the financial performance of an organization.

BENEFITS

  • Dfferentiate between the value of the traditional controller and the business-oriented controller
  • Integrate controllership into the larger financial and organizational leadership function
  • Distinguish your role within your organization
  • Apply a wide variety of financial and management skills to integrate the position of controller into the organization's overall financial process
  • Understand how Servant Leadership increases the success of the controller

HIGHLIGHTS

  • Leadership vs. management
  • Business and strategic planning processed
  • Corporate culture
  • Lean management techniques and processed
  • Promoting and maintaining an ethical culture
  • Recruiting, retaining and developing employees
  • Project and change management
  • Communications, listening and presentation skills
  • Managing "up" and how to master it
  • Business strategy and the controller
  • The need to 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.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

PRICING

$399.00 - Nonmember

$299.00 - Member

AICPA members receive a discount of $30 for this event.

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs