The Competent Accountant: Mastering the Role of the Controller/CFO

9:00 am–4:45 pm ET

# of CPE Credits



How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?” Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions?

How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business.


Understand how to lead the organization as well as the Accounting/Finance department. Emphasis will be on planning business models and the business environment Identify tools to improve leadership, business, people and technical skills of the participant Apply CGMA competency framework to each participant’s skill level and develop a plan of action to obtain competency in all levels


Day to day range of skills and future demands The Greiner Curve – business evolution Management theories Ratio analysis Strategic planning Alignment Trend analysis with Big Data Competitive analysis Communication skills Presentation Skills Leadership (including servant leadership) Unstoppable teams Understanding and developing great employees

Who Should Attend

Industry CPAs and Public CPAs that wish to understand how to move to the next level within their organizations

Required Knowledge


Advanced Prep

Management experience

Event Speaker(s)

Mr. James Lindell ( Thorsten Consulting Group, Inc., Dousman, WI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

Test Your System
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Also Available As

Wednesday, August 4, 2021 (9:00 am–4:45 pm ET)
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Wednesday, September 29, 2021 (9:00 am–4:45 pm ET)
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Wednesday, September 1, 2021 (9:00 am–4:45 pm ET)
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Thursday, November 18, 2021 (9:00 am–4:45 pm ET)
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Share This Event

Event Vendor:Business Learning Institute
Field of Study:Business Management & Organization
Level: Intermediate
Other:New Course

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0026021

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$245.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.