Corporate Controller in Today's Environment: Part 1
Author: Miles Hutchinson
CPE Credit: |
2 hours for CPAs |
Keeping the books, managing the accounting department, assisting with issues of middle and senior management, communicating with staff, auditors, regulators and investors - how do you keep it all together? Spend just two hours and learn how to balance your role as historian, manager and communicator.
In this two hour on-demand course, veteran Controller, Treasurer and CFO Miles Hutchinson, CGMA covers the core competencies of the Controller's role in this fast paced and constantly changing environment.
Publication Date: February 2018
Designed For
Accounting Managers, Controllers and those who aspire to become the Corporate Controller.
Topics Covered
- The diverse roles of Corporate Controllers
- Characteristics of the Controller Vs. the CFO Vs. the Treasurer, and what if there is no CFO or Treasurer
- Roles and responsibilities, build your organizational plan and promote it
- Core competencies of the successful controller — "What brought you here won't keep you here"
- Core communication tools- understanding yourself and others is the key
- Strategic Vs Controlling — which approach do you take? When & how often?
- Dashboard Reporting — where to find the tools
- Dealing with Auditors — identify the different approaches to use with Regulatory Vs. Financial Auditors
Learning Objectives
- Identify, define, and clarify the roles you accept as the Corporate Controller
- Recognize how to set reasonable boundaries for what you can accomplish and work within those constraints
- Identify when to outsource the work
- Identify how to be a better communicator and strategist with leadership, employees, customers, vendors, lenders and investors
- Describe the diverse roles of corporate controllers
- Recognize core competencies and communication tools of the controller
- Describe strategic versus controlling approaches
- Recognize leadership qualities
- Identify how to partner with your boss
- Differentiate challenges with selecting a business system
- Recognize accounting functions
- Differentiate functions of the controller
- Identify attributes that are most helpful in the role of controller
- Identify how to effectively use the DiSC Dimensions of Personality Profile
- Recognize how reporting information must be used to be meaningful
- Identify what controllers tasked with ancillary duties should do
- Differentiate the main priorities of a controller
- Recognize why it's important for a controller to have knowledge of regulatory laws
- Identify the foundation for credibility
- Differentiate effective motivators
- Recognize how a controller should best develop leadership skills
- Differentiate how a controller should improve their relationship with their boss
- Identify which personality should be predominant when composing an effective decision making team
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
Experience as an accounting manager or controller.
Advance Preparation
None