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

This 4-part course examines key components in the CGMA Competency Framework and helps accounting professionals recognize the larger business perspective as opposed to the debits and credits.

Parts 1 and 2Business and Technical

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.

Parts 3 and 4 – Leadership and People

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.

Learning Objectives
  • Understand how to lead the organization as well as the Accounting/Finance department. Emphasis will be on planning business models and the business environment
  • Identify tools to improve leadership, business, people and technical skills of the participant
  • Apply CGMA competency framework to each participant’s skill level and develop a plan of action to obtain competency in all levels

Major Topics
  • Day to day range of skills and future demands
  • The Greiner Curve – business evolution
  • Management theories
  • Ratio analysis
  • Strategic planning
  • Alignment
  • Trend analysis with Big Data
  • Competitive analysis
  • Communication skills
  • Presentation Skills
  • Leadership (including servant leadership)
  • Unstoppable teams
  • Understanding and developing great employees

Advanced Preparations


Who Should Attend

Industry CPAs and Public CPAs that wish to understand how to move to the next level within their organizations

Fields of Study
Business Management & Organization


Management experience

Thorsten Consulting Group, Inc.

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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