2-day In-person Seminar

The Job of the Corporate Controller in Today's Environment


September 18th & 19th, 2017

Time: 9:00 AM to 6:00 PM

SFO, CA

Venue: Hilton San Francisco Airport Bayfront


Director : Miles Hutchinson

**Please note the registration will be closed 2 days (48 Hours) prior to the date of the seminar.

  Price: $1,495.00
(Seminar Fee for One Delegate)

  Register for 5 attendees   Price: $4,485.00
      $7,475.00 You Save: $2,990.00 (40%)*

  Register for 10 attendees   Price: $8,222.00
      $14,950.00 You Save: $6,728.00 (45%)*

Prepare yourself to take on the role of the Corporate Controller. Your career path offers you the opportunity to step into this position, but it comes with risks. Do you really know what it takes to move up to this highly visible leadership role? Invest in your future and join us to learn exactly what it takes to successfully transition into this key position. Identify the necessary core competencies of the role and become more self-assured as you work to properly define this role for you and your company. This is a practical seminar designed for financial professionals on the fast track to top management.


Who Will Benefit:

  • Corporate, divisional and plant controllers
  • Assistant controllers; chief accountants; budget directors
  • Finance and accounting managers; financial analysts; accountants
  • Auditors who need to understand the corporate accounting cycle to audit effectively

Day 1 Schedule


Lecture 1:

Overview of the Controller's Job
  • Get clarity on the meaning of "Controller" and "Controllership"
  • Define the Three Primary Functions of the Controller
  • Understand the Controller's Role in Strategic & Operational Planning
  • Understanding the Stakeholders you are accountable to
  • Additional Controller Functions - managing these tangential responsibilities effectively
  • Compare and contrast the Finance Function v. the Accounting Function
  • The Diverse Organizational Views of the Controller
  • Controllership, CFO & Financial V.P. and how they relate to each other
  • The Controller's Role in Modern Business Management

Lecture 2:

Leadership and the Controller's Path to Top Management
  • Characteristics and Qualifications of Successful Controllers
  • Understanding & Using the Power of the Controllership Function
  • The Controller as Manager
  • Developing Effective and Loyal Staff
  • Effective Interaction with your Boss
  • Perfecting your Communication Skills
  • Improving your Time Management
  • Tips for Leading Meetings
  • Selling your Ideas to Upper Management

Lecture 3:

Technical Aspects of the Controller Function
  • Your Planning and Forecasting Role
  • Planning the Budgets - Determine the Essential Elements and associated risks to achievement
  • Decisions are difficult to reverse - making the most of your forecasting tools and skills
  • Budgeting Revenues and Profits - evaluating historical data, economic indicators and the competition
  • Assessing impacts of the Budget Plan on Cash Management
  • Economic Value AddedTM - a powerful and telling metric
  • Applying EVATM to Capital Expenditure Forecasting and Analysis
  • Review of important ExcelTM forecasting tools:
    • Goal Seek
    • Scroll Bars
    • Data Tables
    • Scenario Manager
    • Solver
    • Pivot Tables
    • Bivariate and Multivariate Regression
    • Flexible budgeting

Day 2 Schedule


Lecture 1:

Accounting & Reporting Aspects of the Controller's Role
  • The Corporate Accounting Cycle - historical reporting, dashboard reporting, and strategic planning/budgeting
  • The range of reporting opportunities afforded to the Controller
  • Your basket of tax reporting responsibilities
  • Reporting Opportunities and Challenges
  • Dashboard Reporting and Key Performance Indicators
  • Handling Difficult Reports with Readers

Lecture 2:

Technology & Automation for Increased Productivity
  • Types of Management Information Systems
  • Review your Accounting System Requirements - are you crippled with legacy systems?
  • In-House System Development
  • Key Questions to Consider when Purchasing an Integrated Software Package
  • Establishing an Information Resource Center
  • Control Parameters and Security

Lecture 3:

Regulatory Compliance & Risk Management for the Controller
  • Entering new States to do business - the registration process
  • Regulatory & Income Tax Audits - best practices for managing the team and the auditors
  • Coordination with Outside Accountants & Auditors, SEC & Sarbanes-Oxley
  • DOL
    • Independent Contractor v. Employee
    • Compensable Travel Time
  • IRS
    • Withholding & W-2s
    • Independent Contractor Reporting: W-9 & 1099
    • Non-Resident Alien Reporting: W-8 & 1042-S
  • States
    • Sales & Use Tax Issues
    • New Hire Reporting
    • Backup Withholding
  • Risk Management
  • A best practices approach to regulatory audits
  • Your role as financial auditor liaison

Lecture 4:

Future Trends of the Controller's Role
  • The Controller as Value-Added Business Partner
  • The Controller's Role in an IPO

Lecture 5:

Recommended Resources
Want to register by P.O/Check?
We facilitate registration by P.O/Checks!
Complete your registration in just a few easy steps
Please just download, fill out the registration form and send it to us either by email to support@globalcompliancepanel.com or just fax us at 302 288 6884.
Once the form is received, an invoice will be generated and sent back to your fax number.
Following this just send us your purchase order by fax at 302 288 6884
Click here to download Registration form
In case you wish to register by using check
In case you wish to register by using check, please make a check to NetZealous LLC DBA GlobalCompliancePanel.com and mail it to the below address.
NetZealous LLC,
DBA GlobalCompliancePanel,
161 Mission Falls Lane,
Suite 216, Fremont, CA 94539, USA
Phone: 1800 447 9407

Want to register by Wire Transfer?
Please call any of our representatives on 1800 447 9407 to help you completed the transfer.
Group participations
Get fabulous discounts by participating in groups of two or more.
No Attendees Discount
1 2 Attendees 10% off
2 3 to 6 Attendees 20% off
3 7 to 10 Attendees 25% off
4 10+ Attendees 30% off

To avail the above group discounts, all the participants should register by making a single payment

Call our representative TODAY on 1800 447 9407 to have your seats confirmed!

Miles Hutchinson

President, Sales Tax Advisors, Inc.

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a one billion dollar real estate development company. Miles is a professional speaker and consultant who has presented over 2,500 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. He is the author of several useful accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his websites to see how you can further benefit from his expertise.

Location: SFO, CA Hotel: Hilton San Francisco Airport Bayfront   600 Airport Blvd, Burlingame, CA 94010

Copyright © 2017 GlobalCompliancePanel. All rights reserved. Netzealous