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Moving Up to Controller: Effective Financial Reporting & Leadership - 2 Day Training


Webinar Recording

Recording Price: $699.00

(Includes Proprietary Materials)

Becoming your company's controller is a big responsibility, and takes more than a basic understanding of the organization's finances. Succeeding as controller requires effective financial accountability and reporting, as well as strong leadership and communication skills.

Mastering the right financial tools for forecasting, reporting and analyzing your company's business are keys to your success. Do you have what it takes to step up and become the controller? Join us for this live 2-day, instructor-led training that will examine the roles and responsibilities of the controller in today's environment, and provide you with the technical tools you need to succeed.

During these 120-minute sessions, you'll discover:

  • What it takes to become a successful controller: Where to start, what to do
  • How to become a key financial adviser in your company's business decisions
  • Critical skills to apply for effective forecasting, reporting and analytics
  • Essential strateges for financial reporting and benchmarking
  • Effective tools for communicating with senior leadership and other key partners
  • How to apply strategic excel functionality to achieve financial modeling success
  • Bonus: Includes financial modeling checklist & sample Excel models to use!

Program Highlights

  • Mon, 3/12 - Stepping Up as Controller: Roles, Responsibilities & Technical Tools

    • What other controllers want to tell you: Learn from the pros
    • Effective leadership: How to advance in this powerful role
    • Strategies to tweak and fit the role of the controller to your company
    • 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
  • Tues, 3/13 - Proven Management Tools & Performing Financial Analysis with Excel

    • Develop credible and achievable operational and capital expenditure plans
    • Managing the budgeting process: How to control company costs
    • Get the information you need: Working with outside departments
    • Forecasts that stick: Best practices for accurate financial modeling
    • Effectively and clearly reporting the financial results of operations
    • How to benchmark financial results: Analyze in-house and competitor data
    • Introduction to Excel's best sensitivity tools to use in your role
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Miles Hutchinson is a CGMA 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 2,500 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, leadership, business strategy and communications.

Program Benefits

During this highly-informative, two-part webinar series, you'll discover everything you need to know about successfully transitioning to the Controllership position within your organization.


  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required