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

  • 04/30/2019
  • 8:00 AM - 11:00 AM



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.

Topics Discussed 
• 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

When you complete this course you will be able to: 
• 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.

Designed For: 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 organization

Level: Intermediate

Instructor: James Lindell CPA

Developer: AICPA

CPE Credits: 4

Area of Study: Business Management & Organization  4


Prerequisite: Experience in financial management of a medium or small company

Visit Us:

3325 South Washington Street
Suite B2
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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