Global
CompliancePanel
Knowledge, a Way Forward…
2-day In-person Seminar:
The Job of the Corporate Controller in Today's Environment Price SFO, CA Price:
September 18th & 19th, 2017 9:00 AM to 6:00 PM
$1,495.00
(Seminar for One Delegate)
Register for 5 attendees
Price: $4,485.00 $7,475.00
You Save: $2,990.0 (40%)*
Miles Hutchinson
Register for 10 attendees
President, Sales Tax Advisors, Inc.
Price: $8,222.00 You Save: $6,728.0 (45%)* $14,950.00
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.
Overview : 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.
**Please note the registration will be closed 2 days (48 Hours) prior to the date of the seminar.
2-day In-person Seminar:
Global
CompliancePanel
The Job of the Corporate Controller in Today's Environment
Agenda: Day One
Day Two
Lecture 1: Overview of the Controller's Job
Lecture 1: Accounting & Reporting Aspects of the Controller's Role
Get clarity on the meaning of "Controller" and "Controllership”
The Corporate Accounting Cycle - historical reporting,
Define the Three Primary Functions of the Controller Understand the Controller's Role in Strategic & Operational
Planning
dashboard reporting, and strategic planning/budgeting The range of reporting opportunities afforded the Controller Your basket of tax reporting responsibilities
Understanding the Stakeholders you are accountable to
Reporting Opportunities and Challenges
Additional Controller Functions - managing these tangential
Dashboard Reporting and Key Performance Indicators
responsibilities effectively
Handling Difficult Reports with Readers
Compare and contrast the Finance Function v. the Accounting
Function
Lecture 2: Technology & Automation for Increased Productivity
The Diverse Organizational Views of the Controller
Types of Management Information Systems
Controllership, CFO & Financial V.P. and how they relate to each
Review your Accounting System Requirements - are you
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
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 them and the auditors Coordination with Outside Accountants & Auditors SEC &
Sarbanes-Oxley
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
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
Assessing impacts of the Budget Plan on Cash Management Economic Value Added Applying EVA
TM
TM
- a powerful and telling metric
to Capital Expenditure Forecasting and Analysis
Review of important Excel
TM
forecasting tools:
Risk Management A best practices approach to regulatory audits
Goal Seek
Scroll Bars
Data Tables
Lecture 4: Future Trends of the Controller Role
Scenario Manager
The Controller as Value-Added Business Partner
Solver
The Controller's Role in and IPO
Lecture 5: Recommended Resources
Pivot Tables
Bivariate and Multivariate Regression
Flexible budgeting
Your role as financial auditor liaison
2-day In-person Seminar:
Global
CompliancePanel
The Job of the Corporate Controller in Today's Environment
What You will get
Group Participation
10%
2 Attendees to get offer
20%
3 to 6 Attendees to get offer
25% 30%
1
Learning Objectives
2
Participation certiďŹ cates
3
Interactive sessions with the US expert
4
Post event email assistance to your queries.
5
Special price on future purchase of web
7 to 10 Attendees to get offer 10+ Attendees to get offer
Payment Option
based trainings.
1
Credit Card: Use the Link to make Payment by Visa/Master/American Express card click on the register now link
6
Special price on future consulting or expertise services.
2
Check: Kindly make the check payable to NetZealous DBA GlobalCompliancePanel and mailed to 161 Mission Falls Lane, Suite 216,
7
GlobalCompliancePanel.
Fremont, CA 94539, USA
3
PO: Please drop an email to support@globalcompliancepanel.com or call the
4
Special price on future seminars by
8
Seminar Kit – includes presentation handout,
our toll free +1-800-447-9407 for the invoice and
ID card, brochure, trainings catalog, notepad
you may fax the PO to 302 288 6884
and pen.
Wire Transfer: Please drop an email to support@globalcompliancepanel.com or call our toll free +1-800-447-9407 for the wire transfer
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Networking with industry's top notch professionals
information
Contact Information: Event Coordinator 161 Mission Falls Lane, Suite 216,
Kindly get in touch with us for any help or information.
Fremont, CA 94539, USA
Look forward to meeting you at the seminar
NetZealous LLC, DBA GlobalCompliancePanel
Toll free: +1-800-447-9407 Fax: 302 288 6884 Email: support@globalcompliancepanel.com
www.globalcompliancepanel.com
GlobalCompliancePanel