This training program will guide attendees on what it takes to become a successful controller. The program will help identify the primary functions and responsibilities of the controller and how your role will change as you move into this position.
In this course, attendees will also learn to identify the key skills and traits that will prepare them to succeed and excel in this challenging and exciting role. They will also learn to communicate effectively with other members of senior leadership to be relied on as an important financial advisor in their business decisions.
Controller vs. treasurer, CFO, and financial analyst - How many shoes must you fill: flexing your role.
Skills possessed by successful controllers - What other controllers want to tell you.
Effective leadership - Key skills, the absence of which could be terminal.
Proven management tools - Clear instructions, balanced reviews, resolving conflict, best motivators.
Partnering with your boss - Providing the assurance that you have things under control and are keeping them informed.
Managing the budgeting process - Discover best practices for working with departmental and business unit leadership to develop believable and achievable operational and capital expenditure plans.
Preparing believable forecasts - Receive a checklist of best practices in financial modeling; introduction to Excel’s best sensitivity tools.
Performing effective financial analysis - Test drive an Excel model containing horizontal, vertical and ratio analysis of the income statement, balance sheet, and cash flow statement. Bonus: Receive a copy of this model for later use.
Why Should You Attend:
Ever wonder what it would be like to take on the controller’s role at your company? Or does your company need to design a controllership position? This is a specialized role and should be carefully crafted to fit the company’s needs. In addition, candidates should be groomed specifically to assume this role. This webinar will offer a thorough examination of the roles and responsibilities of the controller in today’s environment. Attendees will learn what it takes to be successful at this level of the organization.In this course, attendees will also learn to identify the key skills and traits that will prepare them to succeed and excel in this challenging and exciting role. They will also learn to communicate effectively with other members of senior leadership to be relied on as an important financial advisor in their business decisions.
Areas Covered in the Webinar:
Session 1:
Roles and responsibilities of the controller - All companies are not alike. How to fit the role of controller to the company.Controller vs. treasurer, CFO, and financial analyst - How many shoes must you fill: flexing your role.
Skills possessed by successful controllers - What other controllers want to tell you.
Effective leadership - Key skills, the absence of which could be terminal.
Proven management tools - Clear instructions, balanced reviews, resolving conflict, best motivators.
Partnering with your boss - Providing the assurance that you have things under control and are keeping them informed.
Session 2:
Technical tools - Forecasting, reporting, analytics.Managing the budgeting process - Discover best practices for working with departmental and business unit leadership to develop believable and achievable operational and capital expenditure plans.
Preparing believable forecasts - Receive a checklist of best practices in financial modeling; introduction to Excel’s best sensitivity tools.
Performing effective financial analysis - Test drive an Excel model containing horizontal, vertical and ratio analysis of the income statement, balance sheet, and cash flow statement. Bonus: Receive a copy of this model for later use.
- Managing regulatory audits - Being supportive while appropriately managing regulator’s access to information
- Managing financial audits - how your approach must differ from regulatory audits
Who Will Benefit:
- Accounting Managers
- Financial Analysts
- Tax Managers
- CFOs
- New Controllers
- Auditors
- Compliance Managers
- Risk Managers
Course Provider
Miles Hutchinson,
