Controller Challenges in Changing Times: New Roles as Strategic Partner

18 Nov 2025
12:00 PM PDT | 03:00 PM EDT
75 Minutes

The turbulent ever-changing and technology-driven world of business requires changing and evolving roles for Controllers. The changing focus is more on the soft side of the business rather than accounting & reporting. It is more about people-pleasing than pencil-pushing. Studies show that Controllers who want to rise in the ranks of CFO must learn to put down their pencils and master soft skills. This Webinar provides a foundation for these changing roles outlines fundamentals concepts, tools & techniques for Controllers to cope with changing times.

WHY SHOULD YOU ATTEND?

Controllers and those seeking to become Controllers must recognize and understand the turbulent and ever-changing business environment and the impact it has on the role of the Controller which is rapidly moving away from accounting and reporting to the direction of Controllers becoming Strategic Partners.

AREA COVERED

  • Controller’s expanded role in turbulent times
  • Leadership tools & techniques
  • How to become a trusted partner and an un-trusting official at the same time?
  • How to obsessively focus on customers, cost, and cash as key success factors?
  • How to manage and control the cash to cash cycle?
  • How to run the company with, and not by the numbers?
  • How to provide preferred financial information?
  • Key ratios and trends
  • Use of rolling forecasts vs. traditional budgeting
  • Essential elements of internal controls

LEARNING OBJECTIVES

  • Analysis of information for decision making
  • How to focus on information vs. reports?
  • How to focus on key business drivers and key success factors?
  • Communication of financial information to non-financial professionals
  • Becoming a trusted partner and un-trusting official at the same time
  • Obsessively focusing on customers costs & cash
  • Providing cost-effective services
  • Becoming a strategic partner
  • Primary areas focus on becoming an effective controller as a strategic partner with a focus on relationships, leadership, and the soft side of the business rather than solely on accounting and reporting of financial information. The major theme is running the company with the numbers and not by the numbers
  • Leadership skills

WHO WILL BENEFIT?

  • Controllers
  • Assistant controllers
  • Accounting & finance managers/supervisors
  • Any financial or accounting professional seeking to become controllers
  • Any financial professional seeking to understand the changing role of controllers in chaotic times
  • Any non-financial professionals seeking to understand the changing role of controllers in changing and chaotic times

Controllers and those seeking to become Controllers must recognize and understand the turbulent and ever-changing business environment and the impact it has on the role of the Controller which is rapidly moving away from accounting and reporting to the direction of Controllers becoming Strategic Partners.

  • Controller’s expanded role in turbulent times
  • Leadership tools & techniques
  • How to become a trusted partner and an un-trusting official at the same time?
  • How to obsessively focus on customers, cost, and cash as key success factors?
  • How to manage and control the cash to cash cycle?
  • How to run the company with, and not by the numbers?
  • How to provide preferred financial information?
  • Key ratios and trends
  • Use of rolling forecasts vs. traditional budgeting
  • Essential elements of internal controls
  • Analysis of information for decision making
  • How to focus on information vs. reports?
  • How to focus on key business drivers and key success factors?
  • Communication of financial information to non-financial professionals
  • Becoming a trusted partner and un-trusting official at the same time
  • Obsessively focusing on customers costs & cash
  • Providing cost-effective services
  • Becoming a strategic partner
  • Primary areas focus on becoming an effective controller as a strategic partner with a focus on relationships, leadership, and the soft side of the business rather than solely on accounting and reporting of financial information. The major theme is running the company with the numbers and not by the numbers
  • Leadership skills
  • Controllers
  • Assistant controllers
  • Accounting & finance managers/supervisors
  • Any financial or accounting professional seeking to become controllers
  • Any financial professional seeking to understand the changing role of controllers in chaotic times
  • Any non-financial professionals seeking to understand the changing role of controllers in changing and chaotic times
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Carl Young

Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds a MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high growth technology based company. He has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of major consulting firm. Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm …

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