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The Controllership function is critical to the success of any organization.  Some of the typical responsibilities include financial reporting and analysis, budgeting and forecasting, technical accounting, and operational support.  Increasingly, Controllers are expected to be dynamic leaders and strategic partners with their business.

In this course, Matt Justice, an experienced Controller, provides some of his favorite best practices that have contributed to the success of several organizations.

Although not a comprehensive list, these best practices span across many of the different roles required of the Controller.  Whether you are a brand new Controller or an experienced Controller just looking for some fresh ideas, your organization can benefit from the implementation of some of these proven best practices.

Learning Objectives

  • Identify approaches to maximize performance in the Controllership function.
  • Explore how to become a true business partner in your organization.
  • Discover how to speed up your close and identify training gaps.
Last updated/reviewed: November 25, 2019

31 Reviews (132 ratings)Reviews

5
Anonymous Author
Many areas reviewed & very inclusive to enhance performance & expertise of controller. Many points good for all levels of accounting / finance professionals to incorporate into their job approach.
4
Anonymous Author
Insightful information to any controller and it puts the priorities in front of your eyes and gives a clear plan as to how the work should be approached by a successful controller.
5
Anonymous Author
Really enjoyed this presenter and the clear, concise best practices presented in this course. As a new manager, these tips will help guide me in the right direction.
5
Member's Profile
I really, really liked this course - it's always helpful to have a shortlist for best practices when setting up a controllership, even if some are common sense.
4
Anonymous Author
The course was very "to the point" and high level. I thought the breakdown of each "Best Practice" was insightful and learned some things about controllership.
4
Member's Profile
Good basic outline of a controller's soft skills responsibilities. This course contains the things to think about to turn an accountant into a controller.
5
Anonymous Author
Excellent instructor with several helpful suggestions to add value to your organization. I look forward to more in depth webinars from this instructor.
5
Member's Profile
Interesting presentation - I would watch the lectures critically as the ideas are generically presented but may not apply to all situations.
4
Anonymous Author
This course is a bit simplistic and only worth .5 CPEs but there are a few good ideas in it that you can flesh out on your own.
5
Anonymous Author
Good organization and refresher to keep a controller a true business partner and the need to understand the business.
5
Anonymous Author
Helpful advice for controllers on how to become more productive and effective key players in the business.
5
Anonymous Author
this is a good course to summarize the best practices that will make you most successful in your career.
4
Member's Profile
This course presented straightforward material. The best practices were explained clearly and concisely.
4
Anonymous Author
Good presentation and the explanation of skills that are beneficial to all within an organization.
5
Member's Profile
Nice streamlined course for accounting management. Hope to see more courses from this instructor.
5
Member's Profile
This is a good reminder of our function as Accountants and Leaders within our organizations.
5
Member's Profile
Very valuable advice to new Controllers. I will be sharing these concepts with my Controller
5
Anonymous Author
These are some really good points. Some good ideas came from this to use in the workplace.
5
Anonymous Author
One of the best short courses on Illumeo -- fast, to-the-point and very insightful tips.
5
Anonymous Author
love that this was concise and not repetitive - so many of the classes can streamline
4
Anonymous Author
Great course particularly for controllers! The speaker is very tenured on this topic.
4
Member's Profile
Good high level overview and reinforcement. Instructor clear and concise.
3
Member's Profile
This course was a bit generic, all useful tips but somewhat common sense.
5
Member's Profile
Very nice course with a great overview of best practices for controllers
5
Anonymous Author
I thought the presenter did an excellent job in presenting the material
4
Member's Profile
Very succint, but with some great ideas I will implement right away.
4
Member's Profile
good review and ideas for any manager. Thanks for the ideas
5
Member's Profile
Possibly the best e-learning I have done in a long time!
5
Anonymous Author
There are lots of good ideas in this short presentation.
5
Anonymous Author
good break out of ten best practices of controllership.
5
Member's Profile
Very good training with very easy-to-adopt suggestions

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .

3 QuestionsCourse Questions and Answers

Member's Profile

Sir, Please upload more courses. We need more courses for "controllers" on this forum.

Member's Profile

I definitely appreciate your interest in controllership. I am working on producing more courses. Thanks for the feedback!

Member's Profile
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:16Introduction to 10 Best Practices of Controllership
  3:24Best Practice #1: Become a True Business Partner
  1:13Best Practice #2: Stay Current
  2:27Best Practice #3: Fast Close Projects
  1:52Best Practice #4: Rigorous "Pre-Review" of Results
  1:04Best Practice #5: Process Narratives and Standard Work
  2:45Best Practice #6: Responsibility Matrix
  2:38Best Practice #7: Standardize and Automate
  1:38Best Practice #8: Balance Sheet Review
  00:59Best Practice #9: Do NOT Ignore Internal Controls
  2:15Best Practice #10: Communicate with your Team & Recap
CONTINUOUS PLAY
  20:32Introduction to 10 Best Practices of Controllership
SUPPORTING MATERIALS
  PDFSlides: 10 Best Practices of Controllership
  PDF10 Best Practices of Controllership Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM