1608866  |  Webcasts & Webinars  |  Intermediate  |  Scheduled

The Changing Role of the Controller: Advancing from Tactical to Strategic

Monday, March 25, 2019 8:00am - 11:00am

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Are you ready to take your role as controller to the next level while adding significant value to the organization? A successful Controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We'll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends.


When you complete this course you will be able to:

Differentiate between the value of the traditional controller and the business oriented controller.

Apply the definition of controllership in your company by integrating controllership into the larger financial and organization leadership function.

Distinguish the importance of the planning process and the Controllers respective role.

Apply lean techniques to the accounting department and the organization.

Determine how Servant Leadership increases the success of the controller.


Designed For

CFOs, controllers, and management accountants who want to improve the value add and impact of their skill set to drive the financial performance of an organization


Topics Discussed

Leadership vs. Management

Business and strategic planning processes

Corporate culture

Lean management techniques and processes

Recruiting, retaining and developing employees

Communications, listening and presentation skills

Managing "up" and how to master it

Business Strategy and the Controller

The need for increased efficiency and the application of Lean techniques

Application of best practices in the Accounting Department

This event is currently not available for registration. If you have any questions, please give us a call at 405-841-3800 or email us at cpe@oscpa.com.


James T. Lindell

James (Jim) Lindell, CPA, MBA is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association.

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA's Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”.

Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award and most recently is a 2012-13 recipient of the AICPA Outstanding Instructor Award.

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