There are no prerequisites.

Course Description

This course provides an overview of some of the controller's most essential responsibilities. You'll learn what is expected from a controller, how to set up and structure your department, and how to implement new systems. Special attention is paid to departmental management, payroll management, budgeting, capital budgeting, and the selection and installation of computer systems. These topics all fall under the responsibility of the controller, and each requires unique management and implementation techniques. As a whole, this course will help you set your department up to succeed on a range of issues, beginning with your first day on the job.

This course covers material also contained in The New Controller Guidebook.


Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

Course Specifics

Sep 11, 2018
There are no prerequisites.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Describe the role of the controller and the chief financial officer, and the activities to address during the controller's first days on the job

Chapter 2

  • Describe how to increase the efficiency and effectiveness of the payroll department, as well as how to account for common payroll transactions

Chapter 3

  • Explain the techniques available for improving the efficiency and effectiveness of the work flow of the accounting department

Chapter 4

  • Describe how the various components of the budget are assembled to create a complete budget package

Chapter 5

  • Explain the various methods for reviewing and subsequently evaluating a capital budgeting proposal

Chapter 6

  • Describe the steps required to select and install an accounting computer system

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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