Certificate and Executive Programs

The Advanced Controllership Program

JUL 25 - Jul 28, 2022

Online

DATE

JUL 25 - JUL 28

2022

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

25 Hours

ETHICS HOURS

4 Hours

STATUS

Registration closed on

Jul 18, 2022

EVENT DESCRIPTION

NOTE: This newly revised course has shifted online into 3 full day + 1 half day, live, instructor-led sessions. We have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for virtual networking and group discussions.

Having two screens or two computers is highly recommended for this course. Please ensure you have a webcam + functioning mic for the best experience.

Schedule

  • Day 1 - Monday, July 25 - 8:30 AM - 4:30 PM
  • Day 2 - Tuesday, July 26 - 8:30 AM - 4:30 PM
  • Day 3 - Wednesday, July 27 - 8:30 AM - 4:30 PM
  • Day 4 - Thursday, July 28- 8:30 AM - 12:30 PM

This course is designed to provide controllers and senior financial managers with a refresher on the practical skills they need to stay up to date, heighten their performance and improve their organizations. Participants will review leading-edge developments in finance, risk management and control and explore how to become more efficient, stronger financial leaders. During this fast-paced course, participants will work through case studies and engage in group work to gain fresh insights into many aspects of a modern finance department.

 VIEW/DOWNLOAD THE BROCHURE

In addition to supplementary readings and resources, participants will receive a copy of Canadian Controllership Guide, Volume I: Planning and Reporting, written by the course architect and instructor, Jeffrey Sherman.

What You Will Learn:

By the end of this course, participants will be able to:

  • Outline practical steps they can take to improve their organizations
  • Describe key challenges associated with effective risk management and how to overcome those challenges
  • Explain how to resolve common errors in cash management
  • Implement frameworks for assessing the magnitude of risks

What Topics are Covered:

Planning, risk management and control

  • Management role of the controller
  • Risk management and internal control
  • Frameworks for control and quality
  • Culture and ethics
  • Budgeting and planning
  • Controlling overhead expenses
  • Information technology controls

Special topics

  • Disruption, black swans and change
  • Behavioural finance
  • Changing business environments

Reporting and communication

  • Motivating business unit managers
  • Management reporting and feedback
  • Communicating Financial Results

WHO WILL BENEFIT:

  • Experienced and new controllers, financial managers, finance directors and similar leaders.

NEED APPROVAL TO ATTEND?

  EMPLOYER REQUEST LETTER

PRICING

$3250.00 Member

$3250.00 Student

$3800.00 Public

Status: Registration closed on Jul 18, 2022

LOCATION

Online

SPEAKER(S) BIO

Jeffrey D. Sherman, MBA, FCPA, FCA is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. From 2012 to 2017, he was CFO of Atrium Mortgage Investment Corporation (TSX: AI) where he helped take the company public and grow its assets from $180 million to over $600 million. Mr. Sherman is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Financial Instruments: A Guide for Financial Managers (published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro (guide to governance, procedures, and internal control), and Strategy and Planning Toolkit for Small and Medium Businesses (all published or co-published by CPA Canada). Mr. Sherman has a B.Comm from Rotman Commerce (University of Toronto) and an M.B.A. from the Schulich School of Business (York University) and is an FCPA, FCA.

SPECIAL INSTRUCTIONS

This CPA Ontario program is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time each day. To get the full experience of this interactive course, use a computer with video and microphone capabilities. 2 screens is highly recommended

Register early to take advantage of our early bird discount

Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.