Course Description:

Prepare yourself to take on the role of the Corporate Controller. Your career path offers you the opportunity to step into this position, but it comes with risks. Do you really know what it takes to move up to this highly visible leadership role? Invest in your future and join us to learn exactly what it takes to successfully transition into this key position. Identify the necessary core competencies of the role and become more self-assured as you work to properly define this role for you and your company. This is A practical seminar designed for financial professionals on the fast track to top management.

Who Will Benefit:

  • Corporate, divisional and plant controllers
  • Assistant controllers; chief accountants; budget directors
  • Finance and accounting managers; financial analysts; accountants
  • Auditors who need to understand the corporate accounting cycle to audit effectively

Seminar Fee Includes:

AM-PM Tea/Coffee
Seminar Material
USB with seminar presentation
Hard copy of presentation
Attendance Certificate
$100 Gift Cert for next seminar

Course Outline:

Day One (8:30 AM – 4:30 PM) Day Two (8:30 AM – 4:30 PM)

  • Overview of the Controller’s Job
    • Get clarity on the meaning of “Controller” and “Controllership”
    • Define the Three Primary Functions of the Controller
    • Understand the Controller’s Role in Strategic & Operational Planning
    • Understanding the Stakeholders you are accountable to
    • Additional Controller Functions – managing these tangential responsibilities effectively
    • Compare and contrast the Finance Function v. the Accounting Function
    • The Diverse Organizational Views of the Controller
    • Controllership, CFO & Financial V.P. and how they relate to each other
    • The Controller’s Role in Modern Business Management
  • Leadership and the Controller’s Path to Top Management
    • Characteristics and Qualifications of Successful Controllers
    • Understanding & Using the Power of the Controllership Function
    • The Controller as Manager
    • Developing Effective and Loyal Staff
    • Effective Interaction with your Boss
    • Perfecting your Communication Skills
    • Improving your Time Management
    • Tips for Leading Meetings
    • Selling your Ideas to Upper Management
  • Technical Aspects of the Controller Function
    • Your Planning and Forecasting Role
    • Planning the Budgets - Determine the Essential Elements and associated risks to achievement
    • Decisions are difficult to reverse – making the most of your forecasting tools and skills
    • Budgeting Revenues and Profits - evaluating historical data, economic indicators and the competition
    • Assessing impacts of the Budget Plan on Cash Management
    • Economic Value AddedTM – a powerful and telling metric
    • Applying EVATM to Capital Expenditure Forecasting and Analysis
    • Review of important ExcelTM forecasting tools:
      • Goal Seek
      • Scroll Bars
      • Data Tables
      • Scenario Manager
      • Solver
      • Pivot Tables
      • Bivariate and Multivariate Regression
      • Flexible budgeting

  • Accounting & Reporting Aspects of the Controller’s Role
    • The Corporate Accounting Cycle - historical reporting, dashboard reporting, and strategic planning/budgeting
    • The range of reporting opportunities afforded the Controller
    • Your basket of tax reporting responsibilities
    • Reporting Opportunities and Challenges
    • Dashboard Reporting and Key Performance Indicators
    • Handling Difficult Reports with Readers
  • Technology & Automation for Increased Productivity
    • Types of Management Information Systems
    • Review your Accounting System Requirements - are you crippled with legacy systems?
    • In-House System Development
    • Key Questions to Consider when Purchasing an Integrated Software Package
    • Establishing an Information Resource Center
    • Control Parameters and Security
  • Regulatory Compliance & Risk Management for the Controller
    • Entering new states to do business – the registration process
    • Regulatory & Income Tax Audits – best practices for managing the them and the auditors
    • Coordination with Outside Accountants & Auditors SEC & Sarbanes-Oxley
    • DOL
      • Independent Contractor v. Employee
      • Compensable Travel Time
    • IRS
      • Withholding & W-2s
      • Independent Contractor Reporting: W-9 & 1099
      • Non-Resident Alien Reporting: W-8 & 1042-S
    • States
      • Sales & Use Tax Issues
      • New Hire Reporting
      • Backup Withholding
    • Risk Management
    • A best practices approach to regulatory audits
    • Your role as financial auditor liaison
  • Future Trends of the Controller Role
    • The Controller as Value-Added Business Partner
    • The Controller’s Role in and IPO

Meet Your Instructor

Miles Hutchinson
CGMA, President of 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. 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.

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Your registration for the seminar is subject to following terms and conditions. If you need any clarification before registering for this seminar please call us @ +1-888-717-2436 or email us @ [email protected]

Payment is required 2 days before the date of the conference. We accept American Express, Visa and MasterCard. Make checks payable to MetricStream Inc. (our parent company).

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Written cancellations through fax or email (from the person who has registered for this conference) received at least 10 calendar days prior to the start date of the event will receive a refund — less a $200 administration fee. No cancellations will be accepted — nor refunds issued — within 10 calendar days before the start date of the event.

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We discourage onsite registrations, however if you wish to register onsite, payment to happen through credit card immediately or check to be submitted onsite. Conference material will be given on the spot if it is available after distributing to other attendees. In case it is not available, we will send the material after the conference is over.

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Media Partners



Media Partner Benefits
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