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Live Webcast Replay

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


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

Average Rating:
   4.5
Category:
ACPEN Industry Institute |  Industry
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Basic
Duration:
4 Hours
Product Type:
Live Webcast Replay
License:
Access for 30 day(s) after program date.

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


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.


James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area.  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.

Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.

Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.


Dates

Tue, Dec 07, 2021 - 09:00am to 12:44pm CST
Thu, Dec 16, 2021 - 01:00pm to 04:44pm CST
Tue, Jan 11, 2022 - 02:00pm to 05:44pm CST
Wed, Jan 26, 2022 - 08:00am to 11:44am CST
Fri, Feb 11, 2022 - 11:00am to 02:44pm CST
Mon, Feb 21, 2022 - 02:00pm to 05:44pm CST
Wed, Mar 02, 2022 - 08:00am to 11:44am CST
Sat, Mar 19, 2022 - 11:00am to 02:44pm CDT
Thu, Apr 07, 2022 - 02:00pm to 05:44pm CDT
Tue, Apr 26, 2022 - 08:00am to 11:44am CDT
Tue, May 03, 2022 - 11:00am to 02:44pm CDT
Sat, May 21, 2022 - 02:00pm to 05:44pm CDT
Thu, Jun 09, 2022 - 08:00am to 11:44am CDT
Wed, Jun 29, 2022 - 11:00am to 02:44pm CDT
Fri, Jul 08, 2022 - 02:00pm to 05:44pm CDT
Thu, Jul 21, 2022 - 08:00am to 11:44am CDT
Thu, Aug 11, 2022 - 06:00pm to 09:44pm CDT
Tue, Aug 23, 2022 - 02:00pm to 05:44pm CDT
Wed, Sep 07, 2022 - 08:00am to 11:44am CDT
Tue, Sep 20, 2022 - 11:00am to 02:44pm CDT
Wed, Oct 05, 2022 - 02:00pm to 05:44pm CDT
Fri, Oct 21, 2022 - 08:00am to 11:44am CDT
Thu, Nov 03, 2022 - 11:00am to 02:44pm CDT
Wed, Nov 16, 2022 - 02:00pm to 05:44pm CST
Thu, Dec 01, 2022 - 08:00am to 11:44am CST
Fri, Dec 16, 2022 - 11:00am to 02:44pm CST

Additional Info

Basic Course Information

Original Recording Date

4/17/2020


Date Added to Catalog

4/17/2020


Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs 


Course Developer

James T. Lindell, CPA, CGMA, MBA  


Yellow Book

No


Additional Information

Instructional Delivery Method

Group 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

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 42

Comments

Edward C - WESTERN SPRINGS, Illinois

"Great speaker & timely topic"

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