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The Controller Function - Strategic and Annual Planning

 Various
 
1.2
Registration is Open
Member Price
$39.00 Regular Registration
Your Price
$59.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/04/2025 from 12:00 pm to 1:14 pm
 Thu, 06/19/2025 from 7:00 pm to 8:14 pm
 Wed, 07/02/2025 from 3:00 pm to 4:14 pm
 Wed, 07/16/2025 from 5:00 pm to 6:14 pm
 Fri, 08/15/2025 from 9:00 am to 10:14 am
 Tue, 08/26/2025 from 9:00 am to 4:30 pm
 Tue, 08/26/2025 from 11:00 am to 6:30 pm
 Thu, 08/28/2025 from 11:00 am to 12:14 pm
 Thu, 08/28/2025 from 7:00 pm to 8:14 pm
 Wed, 09/03/2025 from 1:00 pm to 2:14 pm
 Fri, 09/19/2025 from 3:00 pm to 4:14 pm
 Tue, 10/14/2025 from 5:00 pm to 6:14 pm
 Tue, 10/28/2025 from 7:00 pm to 8:14 pm
 Wed, 10/29/2025 from 9:00 am to 10:14 am
 Sat, 11/01/2025 from 11:00 am to 12:14 pm
 Mon, 11/24/2025 from 1:00 pm to 2:14 pm
 Mon, 12/08/2025 from 3:00 pm to 4:14 pm
 Wed, 01/14/2026 from 9:00 am to 4:30 pm
 Wed, 01/14/2026 from 11:00 am to 6:30 pm
 Tue, 04/28/2026 from 9:00 am to 4:30 pm
 Tue, 04/28/2026 from 11:00 am to 6:30 pm
Designed For:

Controllers, Accountants, Finance Professionals, Auditors

Prerequisite:

None

This course corresponds to our Controllership series.

Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can 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 who 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, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional 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.

 

Delivery Method: Individual webcast
CPE Credit: Accounting, Auditing
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Defining strategic planning
  • The controller’s challenges in the strategic planning process
  • Risk Management and internal controls
  • The controller role in strategic planning
    • Step One - Determine your strategic position
    • Step Two - Establishing prioritize objectives
    • Step Three - Set the strategic plan
    • Step Four - Execute and manage the plan
    • Step Five - Review and revise the plan

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.