Controllers Workshop – Controller & Budgeting (Best practices, new trends and widely accepted techniques)


  • Understand the expanded role of the controller that is critical in today’s volatile environment
  • Effectively communicate with others within the organization
  • Understanding the role of the controller in the planning cycle, forecasting and strategic planning
  • Manage and protect assets by establishing, monitoring, and enforcing internal controls
  • Understanding the mysterious art of forecasting
  • Understanding the major phases of budgeting
  • The most important budgeting decision: are you going to do it from the top down or the bottom up?
  • Evaluating and developing the capital budget
  • The importance of written policies and procedures
  • Identify and get rid of documentation that is not needed record retention
  • Documenting the important processes and procedures
  • Identify the objectives and responsibility for internal controls
  • Understand the various types of fraud
  • Understanding and managing the objectives and activities of internal audits
  • The most important keys to prioritizing and managing your time


Not only has the controller’s role evolved significantly in companies of all sizes in the last few years but the demands of the job are changing. To stay effective as a controller and add greater value to the organization, you must be aware of how your job functions are changing with today’s increasing demands. That means taking a closer look at the hats every controller must wear: auditor, custodian; analyst; business partner, business advisory, cost accountant, budget, number cruncher, management accountant, revenue-stream manager and bean counter. But no pressure, right! All while keeping your sanity!

Who should attend?

  • CFO

  • Controllers

  • Managers

  • Internal Auditors

  • Supervisors, Team Leaders

  • Employees

  • Any one who wanted to develop goals

  • New and experienced controllers

  • Anyone who wishes to increase or refresh their knowledge of these areas.

David Sanders


David Sanders is considered one of the world’s leading experts in accounting, finance, business consulting, payroll, budgeting, collections, personal income taxes, business taxes, business set up, sales and use taxes, internal controls, inventory management, cycle counting, record keeping and vendor/supplier management. He has conducted approximately 10,100 training sessions, including public seminars, on-sites, company training, chambers of commerce trainings, colleges, videos, CDs and webinars worldwide.


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