Course Detail

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


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.



• 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



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


• Distinguish the importance of the planning process and the Controllers

respective role.

• Apply lean techniques to the accounting department and the



Experience in financial management of a medium or small company

Designed For:

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


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