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Annual Update for Controllers
Management Accounting
CPE Self-study

Annual Update for Controllers

Covers leading-edge topics in managerial accounting and finance packed with useful tips and practical guidance you can apply immediately.

$165 - $255
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online, Text

NASBA Field of Study

Business Management and Organization

Level

Update

CPE Credits

11

Author(s)

Jim Lindell

Availability

Product Number

163626

 Business & partner 
Product Details

The insight you need.

Help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems.

This CPE self-study course covers leading-edge topics in managerial accounting and finance packed with useful tips and practical guidance you can apply immediately.

This course Includes a case-study covering three chapters using Excel tools, working capital trends and technology changes. You’ll also gain insight into hot topics such as:

  • Power Pivot
  • Integrated Reporting
  • Bitcoin
  • Technology trends

Enhanced On-Demand Format

This Enhanced On-Demand Format features audio and voice narration to keep you actively engaged with the course content. Additionally, updated course navigation allows you to easily move throughout the material. For your convenience, a PDF version of the text manual is included for download to use as a reference guide.

Who Will Benefit
  • CFOs, controllers, treasurers, and other financial managers
Key Topics
  • Leading-edge financial management tools and techniques
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, emotional intelligence, robotics and automation
  • New issues in treasury management and controllership
  • Current trends in information systems and technology
  • Current trends in leading and developing staff to increase productivity and profitability
  • Accounting as a complement to the sales function
  • Integrated Reporting
Learning Outcomes
  • Identify current issues that impact the financial stability of your organization.
  • Determine major trends in accounting, corporate finance, treasury management, and business systems.
  • Recall key points of the 80/20 rule and understand its application.
  • Identify best practices to manage working capital.
  • Use new tools for business planning, forecasting, budgeting, and reporting
Credit Info
CPE Credits
Online - 2020 edition
11
Text
10
NASBA Field of Study
Business Management and Organization, Finance, Information Technology, Personnel/Human Resources
Level
Update
Prerequisites
Management experience in accounting, finance, or operations
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$205.00
Text
$255.00
AICPA Members
Online
$165.00
Text
$200.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Jim Lindell
MBA, CPA, CGMA
"Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs). Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA). Jim has authored: ""25 Critical Lessons from the Trenches"", ""Strategic Planning Made Simple"", ""Business is Like Fishing""; ""Survival Kit for Small Business Executives""; ""Annual Controller's Update"", ""Bottom Line Financial Management"" and was a contributing author on ""The Fast Close — Revolutionizing Accounting"". In addition, Jim has received the ""Outstanding Discussion Leader"" from the AICPA in 2005, 2007, 2012 & 2013."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Shipping and delivery
Shipping costs  and sales taxes will be added later during checkout
Annual Update for Controllers
Select from the following options:
Online
$205.00
Text
$255.00
Nonmember Price
$255.00
Price excluding sales tax
$255.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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