The Changing Role of the Controller: Advancing from Tactical to Strategic
Description
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.
Learning 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~
Major Topics
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
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Business Management & Organization
4
Who Should Attend
CFOs, controllers and management accountants who want to improve the value add and impact
Instructor(s)
James Lindell
Prerequisites
Experience in financial management of a medium or small company