The Art of Controlling: A Controller’s Handbook

4 Credits: Accounting


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The Art of Controlling: A Controller’s Handbook

Course Level
CPE Credits

4 Credits: Accounting

Course Description

In the rapidly evolving business landscape, today’s controllers face a myriad of challenges that demand a versatile skill set. The role has expanded beyond traditional financial reporting to include managerial analysis, operational integration, and providing critical business insights. These growing responsibilities can often be overwhelming, requiring controllers to continually adapt and enhance their capabilities. The complexity and pace of these changes necessitate a comprehensive understanding of modern controlling practices and their integration with technological advancements.

This 4-hour webcast, “The Art of Controlling,” led by Sunish, offers a dynamic solution for controllers looking to excel in their roles. It serves as a virtual handbook, providing best practices and methodologies for effective and efficient controlling. Participants will learn to select and report financial measures for both internal and external users, understand the integration points between operations and finance, and grasp the essentials of Business Intelligence, Big Data, Blockchain Fundamentals, and Data Analytics in the context of financial and managerial accounting. Additionally, the course offers insights into balancing business process design with technology in managing organizational change, equipping controllers with the skills to navigate the complexities of their evolving role successfully.

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Learning Objectives

Upon completing this course, participants will be able to:

  • Apply best practices and methodologies of effective and efficient controlling.
  • Select and report financial measures appropriate for internal and external users.
  • Realize the benefit of key integration points between operations and the finance function.
  • Identify the concepts of Business Intelligence, Big Data, Block Chain Fundamentals & Data Analytics as they relate to financial and managerial functions of accounting.
  • Maintain a balance between business process design and technology in managing change at the organizational level.
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Course Specifics

Course ID
Revision Date
July 15, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

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

Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of Mindful-CPA  Mindful-PRO, Sunish has over 25 years’ experience. He leads training courses in Accounting, Auditing, Leadership & Management and Mindfulness. In addition, Sunish is a contributing Instructor for the UCLA Certification Program in Accounting where he is an adjunct lecturer. Professional Highlights: Inner MBA – New York University 2021. BS in Accounting & Business Admin – California State University, Northridge 1993 Independent Consultant & Trainer with Thomson Reuters, 20-20 Services LLC, Spidell Education with 12 years of experience and going…. Over 15 years with EY, …

Sunish Mehta, CPA, CGMA Read More »