Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
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.
Topics Include:
| Topic | Description |
|---|---|
| Planning, Risk Management and Control |
|
| Special Topics |
|
| Reporting and Communication |
|
Speak to an Advisor
To speak to an advisor, please fill out this form.
Schedule
- Day 1: November 10, 2024, 5:00 p.m. - 8:30 p.m.
- Day 2: November 11, 2024, 8:30 a.m. - 6:00 p.m.
- Day 3: November 12, 2024, 8:30 a.m. - 6:00 p.m.
- Day 4: November 13, 2024, 8:30 a.m. - 2:00 p.m.
Key Takeaways
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.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Experienced and new controllers, financial managers, finance directors and similar leaders.
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend all sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access The Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
This program is residential and your registration includes 3 nights accommodation at White Oaks Conference Centre as well as all meals.
An email with important program details will be emailed to you approximately one month before the program. Any pre-reading or course work to be completed prior to the program will be emailed to you at that time.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Jeffrey D. Sherman, 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. His focus has been helping companies go public and prosper while dealing with change and disruption. 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.