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Controllership Series - Strategic and Annual Planning

  • Accountant
  • CPA (CA)
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS

Published: April, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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:

  • What is a Strategic Plan
  • What constitutes a strategic plan
  • Steps to strategic planning
  • Advantages of strategic planning
  • Understanding challenges and expanding the role of the controller
  • Risk management and internal control
  • Financial Planning, Budgeting, and forecasting
  • Role of controller

  Other related courses: Payroll | Financial Reporting | Controller

Modules

  • 1.1 Introduction
  • 00:04:23
  • 1.2 Agenda
  • 00:01:43

  • 2.1 Strategic Plan
  • 00:05:38
  • 2.2 What makes up a strategic plan?
  • 00:02:50
  • 2.3 Steps of strategic plan
  • 00:01:13
  • 2.4 Communication and advantage of strategic plan
  • 00:02:44

  • 3.1 Challenges
  • 00:05:17

  • 4.1 Risk management and internal controls
  • 00:03:02
  • 4.2 The close process
  • 00:03:26
  • 4.3 Financial planning, budgeting and forecasting
  • 00:04:37
  • 4.4 Decision analysis
  • 00:02:02

  • 5.1 Role in strategy
  • 00:04:55
  • 5.2 Step One - Determine your strategic position
  • 00:07:02
  • 5.3 Step Two - Develop and Prioritize your objectives
  • 00:07:16
  • 5.4 Step Three - Develop a strategic plan
  • 00:06:07
  • 5.5 Step Four - Execute and manage your plan
  • 00:04:43
  • 5.6 Step Five - Review and revise plan
  • 00:03:50

  • 6.1 Summary
  • 00:00:32
  • 6.2 Ending Speech
  • 00:00:28

Learning Objectives

  • To define strategic planning.
  • To analyze the controller’s challenges in the strategic planning process.
  • To discuss Risk Management and Internal Controls.
  • To analyze the controller's role in strategic planning

Recommended For

  • This CPE webinar is recommended for CPAs, Financial Planners, Investment Consultants, CEOs, CFOs, and top management personnel.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • Certified Management Accountant (CMA)
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 2 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CRE Credit of Financial accounting concepts for Certified Corporate FP&A Professional (FPAC)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 2 CPE Credit of Financial Reporting for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 2 PL Credit of Accounting for Chartered Financial Analyst (CFA)
  • 2 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 2 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
  • 2 PL Credit of Accounting for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Lynn Fountain, CRMA, CPA (US), CGMA, MBA

Owner, Lynn Fountain Consulting and Training

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. 

  • Raise the Red Flag – The Internal Auditors Guide to Fraud Evaluations”.
  • Leading the Internal Audit Function
  • Ethics and the Internal Auditor’s Dilemma

Ms. Fountain obtained her BSBA from Pittsburg State University and her MBA from Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials. 


About Company

Lynn Fountain Consulting and Training

www.lynnfountain.net/

Ms. Fountain has become known as an international trainer on topics of Leadership, Internal Audit, Accounting, Finance, Ethics, Business Processes, Bookkeeping, Cybersecurity and Business Issues.  She has over 150 training topics that can be tailored to meet your needs.

Faq

FAQs content

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