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Transforming Your Role as Controller to Business Partner (144-15)
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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 an

11/24/2015
When: 11/24/2015
7:30 AM - 3:45 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: James Lindell
Contact: April Deneault
801-834-6634


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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.

Objectives:

• Differentiate between the value of the traditional controller and the business oriented controller.
• Integrate controllership into the larger financial and organization leadership function.
• Maximize 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.

Major Subjects:

• Leadership vs. 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

 

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.

Prerequisite:

Experience in financial management of a medium or small company.

  

Advanced Prep: None

 

Speaker: James Lindell

Vendor: AICPA

Field of Study: Management

Level: Intermediate

CPE Credit: 8 Hours

Acronym: COBP

 

 
Registration Fees:                           
Members                
Nonmembers     
Earlybird (through 11/10) 
$257 $340
Standard (after 11/10)
$285 $340


AICPA Members receive an additional $30 off the price of this course. Use promo code AICPA8 at checkout to receive the discount.

Meet the Speaker:

James T. Lindell, CPA, MBA    
Thorsten Consulting Group, Inc. /Dousman, Wisconsin
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.
James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms.  He is a TEC Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. .
Jim is the author of the AICPA course "AICPA's Annual Update for Controllers", "Targeting the Bottom Line: Taking the Guesswork out of Financial Management". Jim also authored and was part of the AICPA video and course, "Minimizing the Effects of a Recession on Your Business".  He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close?  Now Days not Weeks".
Jim is a 2-time recipient of the AICPA's Outstanding Discussion Leader award.

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