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Advanced Controller and CFO Skills

When
April 12
8:00 a.m. - 4:00 p.m.

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
669100
Level
Advanced
Prerequisites
Previous financial management experience
Note

AICPA Members save $30!

Description

Also available as a live webcast!

Examine best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization.

Highlights

  • Identify the critical skills that today’s CFO needs
  • Determine how to become a powerful agent for positive change and an advocate and coach for your team
  • Identify the leadership skills that your firm needs you to have
  • Develop measurable missions and strategies
  • Align strategies with the internal reporting system


Speaker(s)

James T. Lindell, CPA, CSP, CGMA, MBA 
Dousman, Wisconsin

James (Jim) T. Lindell 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. In 2015, Jim received his CSP - Certified Speaking Professional designation. The CSP is the highest designation that can be earned by a member of the National Speakers Association. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs, and a member of the National Speakers Association. In 2017 Jim received the AICPA Outstanding Discussion Leader Award.

Jim is the author of the AICPA book, “Controller as Business Manager,” and author of the AICPA courses, “AICPA’s Annual Update for Controllers,” “Analytics and Big Data for Accountants,” “Controller as Business Partner,” “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 member of the folk music group “Deep Pool”, retired coach of the boys’ high school rugby club, and still plays “old boys” rugby.

2/2018


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