Certificate and Executive Programs

The Advanced Controllership Program

JUL 25 - Jul 28, 2022



JUL 25 - JUL 28



8:30 AM - 12:30 PM




25 Hours


0 Hours


Registration open until

Jul 17, 2022


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.


  • 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.

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


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


Early-bird pricing until Jun 24, 2022

$2999.00 Member

$2999.00 Student

$3549.00 Public

Status: Registration open until Jul 17, 2022




Jeffrey D. Sherman, FCPA, FCA, MBA, CIM, is chief financial officer of Atrium Mortgage Investment Corporation (TSX: AI), and director of several companies, and devotes his time to management and finance, writing and teaching. He has over 20 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings. Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial institutes of Chartered Professional Accountants across Canada, and the Law Society of Upper Canada, and has written over twenty books including: Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Cash Management Toolkit for Small and Medium Businesses (all published or co-published by the CICA/CPA Canada).


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.