The Competent Accountant – Mastering the Role of the Controller/ CFO
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 95
- Categories:
- ACPEN Industry Institute | Industry
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| The Competent Accountant – Mastering the Role of the Controller/ CFO Handout (8.9 MB) | Available after Purchase | ||
Faculty
James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products
President
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.
Dates
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Wed, Jan 08, 2025 - 03:00pm to 06:41pm CST
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Tue, Jan 28, 2025 - 09:00am to 12:41pm CST
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Mon, Feb 10, 2025 - 11:00am to 02:41pm CST
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Thu, Feb 27, 2025 - 01:00pm to 04:41pm CST
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Sat, Mar 08, 2025 - 03:00pm to 06:41pm CST
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Tue, Mar 18, 2025 - 05:00pm to 08:41pm CDT
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Fri, Mar 28, 2025 - 11:00am to 02:41pm CDT
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Thu, Apr 10, 2025 - 01:00pm to 04:41pm CDT
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Mon, Apr 21, 2025 - 03:00pm to 06:41pm CDT
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Fri, May 02, 2025 - 09:00am to 12:41pm CDT
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Mon, May 19, 2025 - 11:00am to 02:41pm CDT
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Sat, May 31, 2025 - 01:00pm to 04:41pm CDT
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Mon, Jun 09, 2025 - 03:00pm to 06:41pm CDT
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Fri, Jun 20, 2025 - 09:00am to 12:41pm CDT
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Sat, Jun 21, 2025 - 11:00am to 02:41pm CDT
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Tue, Jun 24, 2025 - 05:00pm to 08:41pm CDT
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Additional Info
Basic Course Information
Original Recording Date1/23/23
Date Added to Catalog
1/23/23
Prerequisites
None
Advanced Preparation
None
Course Developer
James T. Lindell, CPA, CGMA, MBA
Yellow Book
No
Additional Information
Instructional Delivery MethodGroup Internet Based
Complaint Resolution Policy
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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: www.nasbaregistry.org
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com 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
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