The Controller’s New Role: Navigating the Changes for 2021

Price: $ + applicable taxes

The turbulent everchanging and technology-driven world of business requires changing and evolving roles for controllers. The focus is currently more on the soft side of business, rather than accounting and reporting. It is more about people pleasing, than pencil pushing. Studies have shown the controllers who want to rise in the ranks to CFO must learn to put down their pencils and master the soft skills.

Controllers must become strategic partners, value-adding decision makers, providers of solutions and managers of change. It is more a matter of running the company with the numbers, rather than by the numbers.

COVID-19 has introduced significant cares and concerns that companies must deal with to sustain viability and profitability. Controllers must be at the forefront of these challenges as a strategic partner and develop tools and techniques to cope with these COVID-19 related challenges.

This workshop looks at the changing role of controllers in the current turbulent business world. It bends the arch away from the recording and reporting of the past and looks to the future and the creating of relationships and effective leadership.

Join us for this 75-minute workshop where we’ll work with you to successfully handle the responsibilities that continue to be shifted to the role of controller, including:

Analysis of information
Ability to communicate
Company and industry knowledge
Leadership skills
Ability to provide cost effective services
Technical knowledge
Using lessons learned during COVID-19

Program Highlights

The Controller as a Leader: Essential Skills for Advancement

Understanding the Controller's expanded role during COVID
Effective leadership tools and techniques
How to become a trusted partner and an un-trusting official at the same time
Why the people-side of business is crucial to your growth
How to run the company with (not by) the numbers

Becoming a Business Driver: Taking Your Company to the Next Level

How to obsessively focus on customers, cost, and cash as key success factors
Keys to managing and controlling the cash-to-cash cycle
How to provide preferred financial information
Key ratios and trends
Use of rolling forecasts vs. traditional budgeting
Essential elements of internal controls in a remote environment
How to prepare for, create, and maintain a new normal post-COVID

About the Speaker

Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds a MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high growth technology based company. He has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of major consulting firm.

Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen & Lehrman), Society of Industry Leaders (sponsored by Standard & Poors), and the National Association of Accountants.

An engaging and entertaining speaker and trainer who draws from his experience as a former CFO to make relevant teaching points. Sessions are rich in content, lively, full of energy and include plenty of audience interaction. He has branded himself as Mr. Simplicity! His goal is to make finance and accounting relevant to non-financial professionals using tools and

Program Benefits

Those seeking to become effective controllers must move away from “pencil pushing” and focus more on relationships and “people pleasing.” This session focuses on the soft side of business and how controllers can become effective as strategic partners rather than mere super accountants as many do that are elevated to controller positions from lesser finance or accounting positions. Attendees will understand the concerns and challenges of COVID-19 and tools and techniques to cope as Strategic Partners. Challenges must be met so companies can sustain viability and profitability in a new normal post COVID-19.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!

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