The Controllership Series: When to hire a CFO vs. a Controller (Completed)
Date: Wednesday, January 28, 2026
Instructor: Lynn Fountain
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Chief Financial Officers (CFOs) and Financial Controllers share many similarities, but their roles also have distinct differences. For some companies, it can be challenging to determine whether they need a CFO, a Controller, or simply an accountant. Understanding the scope of each position can help clarify which role—or combination of roles—will best serve the organization’s needs.
The CFO – Strategic Financial Leadership
Executive-level leader focused on long-term financial planning and strategy.
Oversees investor relations and communicates with key stakeholders.
Develops financial vision aligned with company growth and market conditions.
Guides major decisions on capital structure, financing, and expansion opportunities.
The Controller – Operational Financial Management
Oversees day-to-day accounting operations.
Manages financial reporting, ensuring accuracy and timeliness.
Maintains compliance with laws, regulations, and accounting standards.
Implements internal controls to safeguard company assets.
Key Distinction
CFO: Sets the financial vision and strategy for the company.
Controller: Ensures the financial house is in order and compliant.
Who Should Attend
CFOs, Controllers, CEOs, Boards, Audit Committees, Accounting Professionals
Topics Covered
- In this course we look deep into the related roles and tasks of the CFO and Controller and discuss how a company can analyze which position will best meet their needs
Learning Objectives
- Explore and evaluate the role of the CFO
- Explore and evaluate the role of the Controller
- Identify key differences of a Controller vs. a CFO
- Identify when to hire a controller vs. a CFO
- Discover about financial controllers, CFO and technology
- Recognize and trigger events for a CFO
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Accounting (2 hours)
Program Prerequisites
None
Advance Preparation
None
