Transforming Your Role as Controller to Business Partner

People & leadership

Course

Transforming Your Role as Controller to Business Partner

Instructor: James T. Lindell, CPA, MBA

  • Format

    Course - Online

  • Level

    Intermediate

  • Duration

    10 hours

Written by an expert author, this course features updated surveys, business trends, best practices, strategic planning, and change management strategies and offers a roadmap you can use to expand your internal process- or transaction-oriented role to include understanding industry and macro trends

Learning outcomes

  • Differentiate between the value of the traditional controller and the business-oriented controller
  • Recall the definition of controllership in your company by integrating controllership into the larger financial and organisational leadership function
  • Distinguish your role within your organisation
  • Apply a wide variety of financial and management skills to integrate the position of controller into the organisation’s overall financial process recognise how servant leadership increases the success of the controller
Full description

£109.00 (CIMA members only)

£139.00

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? Go beyond financial statements, internal controls, and general accounting to create new value for your organisation.

Written by an expert author, this course features updated surveys, business trends, best practices, strategic planning, and change management strategies and offers a roadmap you can use to expand your internal process- or transaction-oriented role to include understanding industry and macro trends.

Topics discussed:

  • Leadership versus management
  • Business and strategic planning processes
  • Corporate culture
  • Lean management techniques and processes
  • 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 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 in order to drive the financial performance of an organisation

Professional development

This Course - Online offers 10 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: Business Management and organisation
Prerequisites:Experience in financial management of a medium or small company
Programme level:Intermediate
Duration:10 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

£109.00 (CIMA members only)

£139.00

VAT calculated on checkout

Instructor

  • 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.

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