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Controllership Series - Strategic and Annual Planning

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Before starting this self study program, please go through the instructional document.


  • Contents
    3 mins
  • What makes up a strategic plan
    10 mins
  • Risk management and internal controls
    22 mins
  • Decision analysis
    33 mins
  • Controllers role
    43 mins
  • Manage the plan
    60 mins

Course Description

This CPE course corresponds to our Controllership series.  Within this webinar, we will specifically address the Controllers role and pro-active potentials in organization 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 through 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 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

Learning Objectives

  • Defining strategic planning
  • The controller’s challenges in the strategic planning process
  • Risk Management and internal controls
  • The controller role in strategic planning

Who Should Attend?

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