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!
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 www.soxpolicies.com and www.salestaxadvisor.com. Please visit his websites to see how you can further benefit from his expertise.
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.