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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:
   152
Categories:
ACPEN Industry Institute |  Industry
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Basic
Duration:
4 Hours
License:

Dates


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

Faculty

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

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.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs 


Original Recording Date

03/08/2017


Yellow Book

No


Course Developer

James T. Lindell, CPA, CGMA, MBA  


Date Added to Catalog

03/03/2017


Additional Information

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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


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. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 152

Comments

Jenna B

"One of the best webinars I have attended! Information was extremely relevant and useful. "

Carrie L

"Excellent presenter. Very interesting."

Tiana G

"Great class - thoroughly enjoyed the coverage and speaker"

Jay R

"I always am looking for CPE courses that are designed for industry and enjoyed this course. I will look for other courses from the same vendor."

Susan S

"Excellent! Thank you for adding the page numbers to the presentation. That helps a lot."

Dennis P

"The program was infomative & useful!"

Dana A - Wylie, Texas

"Great handouts. Lots of information. Thank you! I will definitely be able to use this in my job."

Laura G

"Well done! I thoroughly enjoyed it."

Gray A

"Jim is a GREAT presenter and teacher/educator. I will take his courses again and again!"

Thomas G

"very timely"