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.