Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
Overview
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles, focusing on technical expertise, business acumen, leadership, people skills, and the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights, and drive strategic decisions with AI-driven analysis. Develop the vision and strategy to lead organizational growth, while honing leadership skills to inspire teams and navigate change. Strengthen your ability to communicate effectively, collaborate across departments, and influence key stakeholders, with a focus on using AI to enhance decision-making and operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance.
Highlights
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
Prerequisites
None.
Designed For
All CPAs.
Objectives
Evaluate financial results and business dynamics by moving beyond traditional reporting to interpret trends, ratios, and operational drivers, while recognizing how AI tools can assist in uncovering patterns and insights that support stronger decision-making. Apply strategic thinking to financial leadership by connecting financial data, economic conditions, and organizational objectives, and understanding how emerging AI capabilities can enhance forecasting, scenario analysis, and business planning. Strengthen leadership effectiveness within the finance function by improving the ability to guide teams, manage change, and implement improved processes while evaluating how AI is reshaping the responsibilities of Controllers and CFOs. Improve communication and influence across the organization by translating financial information into meaningful business insights and recognizing how AI tools can support clearer financial storytelling and faster access to critical information.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
James Lindell, Thorsten Consulting Group Inc
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. . Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”. James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers. James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.
Non-Member Price $179.00
Member Price $149.00