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

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


How do you raise your skills to the next level to master the Controller or CFO role?  Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. 

  • 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.
  • How are your people skills?  How good is your ability to influence others? How are successful are your negotiation skills?   How well can you communicate?  Are you a collaborator or a partner?  This section will help accountants understand that it is people skills that drive the overall success of the accounting operations.
  • Finally, how are your Leadership skills?  Do you inspire staff or make them angry?  Do you know why your staff work for your company and you?  Do you understand what employees want from their position?  Do you know how to deal with a difficult staff person?  Can you lead difficult change?  This session will help you recognize what leadership truly is as opposed to what passes for day to day management.

Basic Course Information

Learning Objectives
  • Understand what is necessary to Lead the organization as well as the Accounting/Finance department
  • Identify tools that are available to improve leadership, business, people and technical skills
  • Apply CGMA competency framework to each participant’s skill level and develop a plan of action to obtain competency in all levels

Major Subjects
  • Business Management
  • Organization

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products


Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area.  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.

Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.

Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.


Thu, Dec 16, 2021 - 12:00pm to 03:44pm MST
Tue, Jan 11, 2022 - 01:00pm to 04:44pm MST
Wed, Jan 26, 2022 - 07:00am to 10:44am MST
Fri, Feb 11, 2022 - 10:00am to 01:44pm MST
Mon, Feb 21, 2022 - 01:00pm to 04:44pm MST
Wed, Mar 02, 2022 - 07:00am to 10:44am MST
Sat, Mar 19, 2022 - 10:00am to 01:44pm MDT
Thu, Apr 07, 2022 - 01:00pm to 04:44pm MDT
Tue, Apr 26, 2022 - 07:00am to 10:44am MDT
Tue, May 03, 2022 - 10:00am to 01:44pm MDT
Sat, May 21, 2022 - 01:00pm to 04:44pm MDT
Thu, Jun 09, 2022 - 07:00am to 10:44am MDT
Wed, Jun 29, 2022 - 10:00am to 01:44pm MDT
Fri, Jul 08, 2022 - 01:00pm to 04:44pm MDT
Thu, Jul 21, 2022 - 07:00am to 10:44am MDT
Thu, Aug 11, 2022 - 05:00pm to 08:44pm MDT
Tue, Aug 23, 2022 - 01:00pm to 04:44pm MDT
Wed, Sep 07, 2022 - 07:00am to 10:44am MDT
Tue, Sep 20, 2022 - 10:00am to 01:44pm MDT
Wed, Oct 05, 2022 - 01:00pm to 04:44pm MDT
Fri, Oct 21, 2022 - 07:00am to 10:44am MDT
Thu, Nov 03, 2022 - 10:00am to 01:44pm MDT
Wed, Nov 16, 2022 - 01:00pm to 04:44pm MST
Thu, Dec 01, 2022 - 07:00am to 10:44am MST
Fri, Dec 16, 2022 - 10:00am to 01:44pm MST

Additional Info

Basic Course Information

Original Recording Date


Date Added to Catalog




Advanced Preparation


Designed For

All CPAs 

Course Developer

James T. Lindell, CPA, CGMA, MBA  

Yellow Book


Additional Information

Instructional Delivery Method

Group Internet Based

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.

Official Registry Statement

Business Professionals' Network, Inc. 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:

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Course Registration Requirements

Online Registration

Promo Video



Overall:      4.5

Total Reviews: 43


Edward C - WESTERN SPRINGS, Illinois

"Great speaker & timely topic"

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