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Controllers Conference 2017

CW1705 - Financial Management for Small & Mid-Sized Companies

Nov 14, 2017 11:10am ‐ Nov 14, 2017 12:00pm


Small and mid-sized companies are often considered the drivers of economic growth, and poor financial management can be the cause of a business failure. The responsibilities of the Controller in a small or mid-sized company are different than those in a large company, as much of your role is pegged to the success of your organization. Join a panel discussion that will provide a perspective on the distinction and challenges faced as well as explore what it takes to be successful and effective.

Learning objectives include:

  • Identifying and understanding key differences between large companies and small and mid-sized companies
  • Maintaining bank relationships, Lines of Credit and Secured Financing
  • Self mentoring
  • Leveraging limited resources
  • Managing an audit with a small team
  • Affecting change and strategy
  • Audited vs non audited considerations
  • Implementing practical controls
  • Additional responsibilities : HR, IT, ERP, Corp Governance, Insurance
  • Other issues that affect small to mid-sized companies


  • Laura Felice, CPA, CGMA, SVP Controller, BJ's Wholesale Club, Inc.
  • Angela Ho, CPA, CGMA, Senior Vice President & Principal Accounting Officer, OceanFirst Bank
  • Pauline Le, CPA, CGMA, CITP, VP, Finance, Birkman International
  • Jason Young, CPA, CGMA, Corporate Controller, Cask NX

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