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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.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

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


Wed, Apr 05, 2023 - 12:00pm to 03:41pm MDT
Thu, Apr 20, 2023 - 07:00am to 10:41am MDT
Fri, May 12, 2023 - 12:00pm to 03:41pm MDT
Tue, May 23, 2023 - 07:00am to 10:41am MDT
Thu, May 25, 2023 - 04:00pm to 07:41pm MDT
Thu, Jun 08, 2023 - 12:00pm to 03:41pm MDT
Fri, Jun 23, 2023 - 07:00am to 10:41am MDT
Sat, Jun 24, 2023 - 08:00am to 11:41am MDT
Wed, Jun 28, 2023 - 12:00pm to 03:41pm MDT
Wed, Jul 12, 2023 - 07:00am to 10:41am MDT
Fri, Jul 28, 2023 - 12:00pm to 03:41pm MDT
Thu, Aug 10, 2023 - 07:00am to 10:41am MDT
Thu, Aug 17, 2023 - 04:00pm to 07:41pm MDT
Fri, Aug 25, 2023 - 12:00pm to 03:41pm MDT
Wed, Sep 06, 2023 - 07:00am to 10:41am MDT
Sat, Sep 23, 2023 - 12:00pm to 03:41pm MDT
Wed, Oct 04, 2023 - 07:00am to 10:41am MDT
Tue, Oct 10, 2023 - 04:00pm to 07:41pm MDT
Tue, Oct 31, 2023 - 12:00pm to 03:41pm MDT
Tue, Nov 07, 2023 - 07:00am to 10:41am MST
Thu, Nov 30, 2023 - 12:00pm to 03:41pm MST
Sat, Dec 02, 2023 - 08:00am to 11:41am MST
Wed, Dec 06, 2023 - 07:00am to 10:41am MST
Wed, Dec 20, 2023 - 12:00pm to 03:41pm MST
Fri, Dec 29, 2023 - 07:00am to 10:41am 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



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