September 17, 2018


City of Pelham Pelham Civic Complex

4 Total CPE Credits


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

  • Instructor

    Brent McClure

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

Total CPE
Management Services

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Managerial Accounting


Experience in financial management of a medium or small company

Advanced Preparation


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


AICPA (Boone)

This event has ended.