The Competent Accountant - Mastering the Role of the Controller/ CFO
Overview
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.
Highlights
- Business Management
- Organization
Prerequisites
None
Designed For
All CPAs
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
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
James Lindell, President, Thorsten Consulting Group Inc
James (Jim) T. Lindell is the president of a Wisconsin based provider of strategic and financial consulting and executive coaching. Jim has an extensive background in senior management including positions as CFO and corporate assistant controller. He has worked with a variety of industries including: manufacturing, health care, non-profit, distribution and food processing. Jim has been involved in more than 50 M&A projects. He is a CPA with experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee), a member (and instructor) for the American Institute of CPA’s, the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim a 12-time recipient of the AICPA Outstanding Discussion Leader Award. Jim has received the Certified Speaking Professional (CSP) designation and is one of less than 10 CPAs to hold this credential.
Non-Member Price $159.00
Member Price $129.00