The Controller's Role in Strategic Planning, Risk Management, and Internal Controls 2 Credits
The Controllership Series
Learning mode
This CPE course corresponds to our Controllership series.
Within this webinar, we will specifically address the Controllers role and pro-active potential in the organization's Strategic and Annual Planning. This series of course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations.
Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc., the controller function may get lost in the shuffle. However, they are a critical group of professionals that will ensure the adequacy and transparency of accounting and financial reporting information.
When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, within this course, we will delve into the various steps of the strategic plan and explore where the controller can add strategic value by providing input and insight.
Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress. A strategic plan is the company’s formal plan for achieving its objectives with policies, strategies, and detailed actions. Strategic planning begins with the present and will extend as far into the future as is useful for planning purposes.
Key topics included in the CPE webinar:
Other related courses: Payroll | Financial Reporting | Controller
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Accounting for CPA in Canada | 2 CPD | Eligible |
| Financial Accounting for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Financial Reporting for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 2 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 2 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Accounting for CIPM | 2 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) 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.
Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance. Lynn has held two Chief Audit Executive (CAE) positions for international companies. In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees. The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.
Ms. Fountain is currently engaged in her own consulting and training practice. She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit. She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training. She is the author of three separate technical books.
Ms.
Fountain obtained her BSBA from Pittsburg State University and her MBA from
Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials.
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AB
Strategic Planning, Risk Management and Internal Control are the areas where controller plays a vital role in providing the right information to evaluate the objectives and goal and also monitoring the results and making recommendations to the Board of Directors of the different scenarios available for them for decision making. Finance Team has all the historical information and data and also does the Sales Forecasting and do the projections with the help of the trend using the quantitative and qualitative methods and with the use of information technology and software. Usually the strategic planning is suitable for 1 year as the external factors are dynamic and changes frequently. This module is very useful in learning the Controllership role in the Strategic Planning in any organization. Also the Handout is useful as a reference material for future
TG
Very informative, with good real world examples to tie the concepts. I will be looking into other content put out by Lynn Fountain.
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