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

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Instructor

Marc
Hamilton

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Marc Hamilton

Bio

Marc Hamilton is a strategy-oriented finance executive with proven successes in change management.  Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.

As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure.  He also frequently presents AICPA cybersecurity content.

Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.

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.

Learning Objectives

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.

Major Topics

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

CPE Credits Available

4 CPE

4: Management Services

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Managerial Accounting

Prerequisites

Experience in financial management of a medium or small company

Advanced Preparation

None

Intended Audience

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