The role of Accounting and Financial Controllers is changing and growing in importance. Traditional roles of managing accounting operations and reporting still dominate, but rapidly changing pandemic and economic environments have expanded the Controllers responsibilities in technology, human capital, crisis management and corporate strategy.

The objective of the study is to identity how Controllers and their accounting/finance departments are adapting and evolving. Be a part this important study by taking a brief survey (est. 8 minutes), and receive a complimentary copy of the survey results reportAll responses are anonymous and strictly confidential

Results will be presented at a 10/29/20 webcast. To register for the webcast, link here.

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* 1. What is your title and/or role? (check all that apply)

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* 2. In 2020, how did your roles and responsibilities change?

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* 3. Please identify the following duties in your organization from Primarily Responsible, to Supervise, to Not Responsible, or N/A for Not Applicable)

  Primarily Responsible Supervise Not Responsible N/A
Bookkeeping / Financial Reporting / Financial Close
Financial Planning & Analysis (incl. forecasting, budgeting, etc.)
Tax  
Audit
Order-to-Cash (billing, contracts, AR, etc.)
Purchase-to-Pay (accounts payable, purchasing/sourcing, spend management)
Risk Management (credit, collections, assurance, insurance, compliance, legal, fraud, etc.)
Technology (software/systems, process automation, digital transformation, collaboration, other)
Human Capital Management (supervision, compensation, payroll, recruitment, training, continuing education, remote workforce, RIFs, other)
Finance (credit, debt, treasury, PPP, IPO, SEC, other)
Corporate Strategy (board participation, crisis management, M&A, restructuring, other)
Other

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* 4. In 2021 and beyond, how will the these same/aforementioned responsibilities change? Please identify the following "future" duties from Increased Responsibility, to Same Responsibility, to  Decreased Responsibility, or N/A for Not Applicable)

  Increased Responsibility Same Responsibility  Decreased Responsibility N/A
Bookkeeping / Financial Reporting / Financial Close
Financial Planning & Analysis (incl. forecasting, budgeting, etc.)
Tax  
Audit
Order-to-Cash (billing, contracts, AR, etc.)
Purchase-to-Pay (accounts payable, purchasing/sourcing, spend management)
Risk Management (credit, collections, assurance, insurance, compliance, legal, fraud, etc.)
Technology (software/systems, process automation, collaboration, digital transformation, other) 
Human Capital Management (supervision, compensation, payroll, recruitment, training, continuing education, remote workforce, RIFs, other)
Finance (credit, debt, treasury, PPP, IPO, SEC, other)
Corporate Strategy (board participation, crisis management, M&A, restructuring, other)
Other

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* 5. Due to this year's pandemic and economic environment, what additional duties and responsibilities have been added to your role? (mark all that apply, and specify other duties)

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* 6. Due to this year's pandemic and economic environment, what financial impact do you expect on your organization? (if possible please share the percentage increase/decrease in the Other field; again all answers anonymous)

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* 7. What Technologies/Software/Systems are your accounting/finance departments:  Using Now, Evaluating for Future, Not Considering, or N/A for Not Applicable)

   Using Now  Evaluating for Future Not Considering N/A
Accounting (ERP / Bookkeeping / Financial Close / Other please specify below)
Financial Planning & Analysis (incl. forecasting, budgeting, etc.)
Tax Software
Audit / Compliance Software
Order-to-Cash (billing, contracts, AR, etc.)
Purchase-to-Pay (accounts payable, purchasing/sourcing, spend management)
Business Intelligence Software
Collaboration Software 
Cloud Platforms (AWS, Azure, Google Cloud, etc.)
Digital Transformation
Other

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* 8. What professional associations, CPA societies, and related business/industry groups do you participate in currently?

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* 9. What are your interests and priorities for participating in an professional association or community?

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* 10. What is your approximate number of employees in your organization?

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* 11. How many staff are in your accounting / finance department?

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* 12. What is your primary industry category?

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* 13. What region of the United States are you located in?  (if multiple locations, headquarters location)

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* 14. Please identify your degrees, certifications, and/or licenses. (check all that apply)

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