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Stepping up to Controller: 2-Day Online Training


Webinar Recording

Recording Price: $699.00

(Includes Proprietary Materials)

Do you have what it takes to step up and become a controller in your organization? Are you ready to take on that role, but need more formal grooming before taking the leap? Identify the key skills and traits that will prepare you to succeed and excel in this challenging and exciting role. Join us for this 4-part, live, instructor-led training that will examine the roles and responsibilities of the controller in today's environment and provide you with the technical tools needed to succeed, including:

  • What it takes to become a successful Controller: Where to start, what to do
  • How to become a key financial advisor in your company's business decisions
  • What you need to know about forecasting, reporting, and analytics
  • Using essential information: Keys for Financial reporting and benchmarking
  • Acquire the skills and traits that will prepare you to succeed and excel in this role
  • Tools to communicate effectively with other members of senior leadership

  • Bonus: Receive a financial modeling checklist & sample Excel model to use!

Program Highlights

  • Roles & Responsibilities of the Controller: All Companies are Not the Same (Day 1, Pt.1)

    • What other controllers want to tell you: Learn from the pros
    • Controller vs. the roles of Treasurer, CFO, & Financial Analyst - Key differences
    • Flexing your role: Conquering the primary duties & responsibilities
    • Effective leadership: How to advance in this powerful role
    • Strategies to tweak and fit the role of the controller to your company
  • Technical Tools: Forecasting, Reporting, and Analytics (Day 1, Pt. 2)

    • Forecasting techniques: Best practices for reporting your data
    • Reporting: Compliance and reporting issues you need to follow
    • Analytics: Key performance tools that you need to succeed
    • Financial modeling: How to utilize all of Excel's powerful tools
    • Presenting your work: Gain an advantage using effective presentation
  • Proven Management Tools: Become an Effective Controller and Leader (Day 2, Pt. 1)

    • Develop credible and achievable operational and capital expenditure plans
    • Managing the budgeting process: How to control company costs
    • Getting the information you need: Working with outside departments & units
    • Forecasts that stick: Best practices for accurate financial modeling
    • Partnering with your boss: Tools to ensure proper team balance
  • How to Perform Effective Financial Analysis: Working with Excel Models (Day 2, Pt. 2)

    • Financial reporting: Best practices in reporting the financial results of operations
    • Enhance your knowledge skills: Research tools for the busy controller
    • How to benchmark financial results: Analyze in-house and competitor data
    • Introduction to Excel's best sensitivity tools to use in your role
    • Test drive an Excel model containing horizontal, vertical, and ratio analysis
  • Interactive Q&A - Ask all your Controllership questions & participate in discussions!

About The Speaker

Miles Hutchinson is a CPA and experienced businessman.

  • He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
  • Miles is a professional speaker and consultant, who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.
  • Miles is recognized as an expert in payroll and sales & use tax, as well as financial modeling & analysis, business strategy and communications.
  • He is the author of several useful accounting and tax tools available at and Please visit his websites to see how you can further benefit from his expertise.

Program Benefits

During this jam packed, two-day webinar series, you will discover everything you need to know about successfully transitioning to the Controllership position within your organization.