August 18, 2020


8 Total CPE Credits


Advanced Controller and CFO Skills

  • Instructor

    Bruce Shepard

Learning Objectives

Identify the the critical skills that today's CFO needs to add value to your company and boost your career. Compare your personal goals with the organization's mission and improve your skills in the key areas needed for success. 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.

Major Topics

Isolate the critical skills and attitudes to be effective in the future Managing change Insightful financial analysis Become an effective mentor and coach Employee recruitment and retention Development of measurable missions and strategies Aligning a firm's strategies with its internal reporting system Selling ideas and generating "buy-In" from others Recognition of and response to the need for constant change and adaptation Developing a tailored action plan suitable to specific needs

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Managerial Accounting


Previous financial management experience

Advanced Preparation


Intended Audience

Controllers and CFOs with at least four years of leadership experience and the desire to expand in their role


AICPA (Boone)

This event has ended.