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The Competent Accountant – Mastering the Role of the Controller/ CFO

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


How do you raise your skills to the next level to master the Controller or CFO role?  Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. 

  • How are your technical skills?  Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?”  Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action?  Are the systems that you implement and operate best practices or merely stop-gap solutions?
  • How are your business skills?  Can you set a vision? Can you develop a strategy?  Do you understand the macroeconomic environment of your organization?   Can you lead a major project to a successful conclusion?  This session will explore the role of business as opposed to tracking the results of the business.
  • How are your people skills?  How good is your ability to influence others? How are successful are your negotiation skills?   How well can you communicate?  Are you a collaborator or a partner?  This section will help accountants understand that it is people skills that drive the overall success of the accounting operations.
  • Finally, how are your Leadership skills?  Do you inspire staff or make them angry?  Do you know why your staff work for your company and you?  Do you understand what employees want from their position?  Do you know how to deal with a difficult staff person?  Can you lead difficult change?  This session will help you recognize what leadership truly is as opposed to what passes for day to day management.

Basic Course Information

Learning Objectives
  • Understand what is necessary to Lead the organization as well as the Accounting/Finance department
  • Identify tools that are available to improve leadership, business, people and technical skills
  • Apply CGMA competency framework to each participant’s skill level and develop a plan of action to obtain competency in all levels

Major Subjects
  • Business Management
  • Organization

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products


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.


Mon, Jul 22, 2024 - 11:00am to 02:41pm CDT
Wed, Aug 07, 2024 - 01:00pm to 04:41pm CDT
Fri, Aug 16, 2024 - 03:00pm to 06:41pm CDT
Wed, Aug 28, 2024 - 01:00pm to 04:41pm CDT
Thu, Sep 05, 2024 - 05:00pm to 08:41pm CDT
Mon, Sep 16, 2024 - 11:00am to 02:41pm CDT
Wed, Oct 09, 2024 - 03:00pm to 06:41pm CDT
Mon, Oct 21, 2024 - 09:00am to 12:41pm CDT
Mon, Nov 04, 2024 - 11:00am to 02:41pm CST
Wed, Nov 20, 2024 - 01:00pm to 04:41pm CST
Fri, Dec 06, 2024 - 03:00pm to 06:41pm CST
Wed, Dec 11, 2024 - 09:00am to 12:41pm CST
Tue, Dec 17, 2024 - 05:00pm to 08:41pm CST
Fri, Dec 20, 2024 - 11:00am to 02:41pm CST
Wed, Jan 08, 2025 - 03:00pm to 06:41pm CST
Tue, Jan 28, 2025 - 09:00am to 12:41pm CST
Mon, Feb 10, 2025 - 11:00am to 02:41pm CST
Thu, Feb 27, 2025 - 01:00pm to 04:41pm CST
Sat, Mar 08, 2025 - 03:00pm to 06:41pm CST
Tue, Mar 18, 2025 - 05:00pm to 08:41pm CDT
Fri, Mar 28, 2025 - 11:00am to 02:41pm CDT
Thu, Apr 10, 2025 - 01:00pm to 04:41pm CDT
Mon, Apr 21, 2025 - 03:00pm to 06:41pm CDT
Fri, May 02, 2025 - 09:00am to 12:41pm CDT
Mon, May 19, 2025 - 11:00am to 02:41pm CDT
Sat, May 31, 2025 - 01:00pm to 04:41pm CDT
Mon, Jun 09, 2025 - 03:00pm to 06:41pm CDT
Fri, Jun 20, 2025 - 09:00am to 12:41pm CDT
Sat, Jun 21, 2025 - 11:00am to 02:41pm CDT
Tue, Jun 24, 2025 - 05:00pm to 08:41pm CDT

Additional Info

Basic Course Information

Original Recording Date


Date Added to Catalog




Advanced Preparation


Course Developer

James T. Lindell, CPA, CGMA, MBA  

Yellow Book


Additional Information

Instructional Delivery Method

Group Internet Based

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Course Registration Requirements

Online Registration

Promo Video



Overall:      4.6

Total Reviews: 75


Tiffany D

"Some good information and resources."

David M - AUSTIN, Texas

"The insight on how to find and incorporate industry benchmarks was great."

Ross C

"James is knowledgeable on the material presented, is organized, and communicates well."

Lauren S

"James did a great job keeping the information interesting over the 4 hours!"

Christopher L

"This was one of the most educational and real world applicable webcasts I have ever attended and this is because of experience and skills of the presenter. Mr Lindell drives home everything that is important for survival and success in the future. As an aging employee who has been the Controller game for 30 years, this course helped me see the light on remaining relevant and with some value"

Tasha W - New Orleans, Louisiana

"He was an incredible presenter. Great CPE"

Kevin L

"Well done"

Karen P

"The speaker kept my attention and was interesting to listen to. "

Jamie S

"Good stories!"

Kellen C

"Good course."