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Description

This course corresponds to our Controllership series. Within this course we will specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses 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 streps of 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.

Other courses in this series will include:
• The controller’s evolving role
• The controller’s role in cash and investments
• The controller’s role in inventory part 1 – inventory basics and the controller’s role
• The controller’s role in inventory part 2 – inventory valuation, physical inventory methods and inventory fraud
• The controller’s role in the sales process
• Understanding overhead, distribution and direct and indirect expenses
• The controller’s role in cash and investment
• The controller’s role in operational accounting
• The close the books process
• The controller’s role in performance measurement, KPI’s and trends

Field of Study: Accounting

What you will learn?
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
The controller role in strategic planning Step Two – Establishing prioritize objectives
The controller role in strategic planning Step Three – Set the strategic plan
The controller role in strategic planning Step Four – Execute and manage the plan
The controller role in strategic planning Step Five – Review and revise the plan
schedule Duration
2 hours
emoji_events Certificate
Available
bar_chart Level
Beginner
error_outline Prerequisites
No
check_circle Preparation
No
lock Access
One year

attach_money Price
US$75

emoji_events 100% moneyback guarantee
If you cancel within 10 days and you’re not completely satisfied, we’ll give you all your money back. No questions asked.

Features

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We make it easy for you to stay compliant with your organization's requirements by providing completion certificates that you can download anytime.
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Learn at your leisure. You can start, pause, and restart the courses whenever you like. They are mobile optimized for extra convenience.
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Access the course for a full year
Start and finish on your own schedule
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Curriculum
schedule 2
hours
1
Guide
|
2
Quiz
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5
Video
Curriculum
1 Guide
2 Quiz
5 Video
schedule 2
hours
guide
Section 1.
videocam Video
15 m
The Controllership Series: Strategic and Annual Planning Segment 1

videocam Video
17 m
The Controllership Series - Strategic Planning Segment 2

videocam Video
14 m
The Controllership Series: Strategic and Annual Planning Segment 3

videocam Video
15 m
Controllership Series Strategic Planning Segment 4

videocam Video
7 m
The Controllership Series: Strategic and Annual Planning Segment 5

quiz Quiz
Review Questions
Section 2. Final Exam-Part1
quiz Quiz
Final Exam
Learn from the best

Lynn Fountain has over 40 years of experience spanning public accounting, corporate accounting and consulting. 24 years of her experience has been working in the areas of internal and external auditing. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial manageme...

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Course
The Controllership Series: Strategic and Annual Planning
Within this course we will specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning.
Format: Online
Level: Beginner
Certificate: Available
Duration: 2 hours
TOTAL
US$75
You’ll be charged this price and get immediate access to all learning materials. Taxes are calculated at checkout.
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