7 Habits of Effective Controllers

1 Credits: Personal Development


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7 Habits of Effective Controllers

Course Level
CPE Credits

1 Credits: Personal Development

Course Description

This course, The 7 Habits of Effective Controllers, is designed for controllers and finance professionals aiming to elevate their roles beyond mere efficiency. It provides a deep dive into seven critical tasks that define effectiveness in this pivotal position. Participants will learn to distinguish between being efficient and effective, a crucial skill in today’s dynamic business environment. The course covers pragmatic topics including workload adjustment, closing the books, influencing cash flows, and understanding the comprehensive scope of a controller’s responsibilities. By exploring these areas, the course not only enhances your understanding of the controller’s role but also empowers you with practical techniques to improve performance. This course is more than just a learning experience; it’s an opportunity to transform how you operate as a controller, adding significant value to your role and your organization.

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Learning Objectives

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

  • Recognize the difference between being effective and efficient.
  • Describe the issues involved in the adjustment of employee workloads.
  • Recognize the positions that may be involved in closing the books.
  • Specify the ways in which a controller can influence the cash flows of a business.
  • Describe the contents of a controller’s job description.
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Course Specifics

Course ID
Revision Date
August 8, 2022

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. 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 …