Moving up to the Controller Position two days webinar trainings

  • Speaker:Miles Hutchinson
  • Date: 7th August 2017 09:00 AM PST | 12:00 PM EST
  • Duration:120Min
  • Product Code:GRC-90176



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Ever wonder what it would be like to take on the controller’s role at your company?  Or does your company need to design a controllership position?  This is a specialized role and should be carefully crafted to fit the company’s needs.  In addition, candidates should be groomed specifically to assume this role.  Join us for a thorough examination of the roles and responsibilities of the controller in today’s environment and learn what it takes to be successful at this level of the organization.

What We Will Cover:

In this course you will learn what it takes to become a successful Controller.  In just six hours we will identify the primary functions and responsibilities of the Controller and how your role will change as you move into this position.  Identify the key skills and traits that will prepare you to succeed and excel in this challenging and exciting role.  Learn to communicate effectively with other members of senior leadership so they will count you an important financial advisor in their business decisions.
Why Should You Attend:  Accounting Managers, Financial Analysts, and anyone considering stepping into this valuable and exciting position. CEOs who wish to learn more about the role of controller and how to design the position to fit the company’s needs.
Areas Covered in the Seminar:
In just two content packed 120 minute segments you will gain the following insights:

Day 1:
•    Roles and responsibilities of the Controller – All companies are not alike.  How to fit the role of controller to the company
•    Controller Vs Treasurer, CFO, and Financial Analyst -  The many shoes must you fill: flexing your role
•    Skills possessed by successful Controllers – What other Controllers want to tell you
•    Effective leadership – Key skills, the absence of which could be terminal
•    Proven management tools – Clear instructions, balanced reviews, resolving conflict, best motivators
•    Partnering with your boss – Providing the assurance that you have things under control and are keeping them informed
Day 2:
•    Technical tools – Forecasting, Reporting, Analytics
•    Managing the budgeting process – Discover best practices for working with departmental and business unit leadership to develop believable and achievable operational and capital expenditure plans
•    Preparing believable forecasts – Receive a checklist of best practices in financial modeling; Introduction to Excel’s best sensitivity tools
•    Performing effective financial analysis – Test drive an Excel model containing horizontal, vertical and ratio analysis of the Income Statement, Balance Sheet, and Cash Flow Statement. BONUS: Receive a copy of this model for later use.
•    Managing regulatory audits – Being supportive while appropriately managing regulator’s access to information
•    Managing financial audits – how your approach must differ from regulatory audits

Who Will Benefit:
•    Accounting Managers
•    Financial Analysts
•    Tax Managers
•    CFOs
•    New Controllers
•    Auditors
•    Compliance Managers
•    Risk Managers

Target Companies and Associations – (Please Mention If Any )

•    All types of entities including For Profit, Not for Profit, Government (Federal and State) – everyone who hires an independent contractor has reporting obligations

Course Leader Profile:
By Miles Hutchinson, CGMA
Sales Tax Advisors, Inc.

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 2,000 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.  He 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  His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.  Please visit his web sites to see how you can further benefit from his expertise.

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