Controllers occupy a unique place within an organization by working with both operations and executive management. Controllers add value to an organization by fulfilling four distinct roles: steward, operator, catalyst and strategist.

This course provides an opportunity to view the controller as a leader and key strategic partner.

Participants will reflect on their own leadership style and how they, as a CPA, will become a leader. In our ever-changing economic environment participants will consider how they influence their organization in areas of strategic thinking, change and crisis management, and emotional intelligence. Controllers must also be able to interact with people from across generations, an area of increasing importance within an evolving workforce.

Topics Include:

• Controller as a leader.
• Controller as a strategic manager.
• Controller as a change, conflict and crisis manager.

Please note, for a course that focuses on the roles of steward and operator, register for Controllership: Operational Management.

NOTE: No updates or changes were made to the 2024 version of this course. If you completed the course in 2022 or 2023, please be advised the 2024 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.

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Upon completion of this course, you will be able to:

• Identify the type of leader they are or want to become by considering different perspectives on leadership and understand how their leadership style reflects these perspectives.
• Describe what emotional intelligence is and how it affects the workplace.
• Examine how different generations think, work, and interact and identify strategies to work with people from each of the generations.
• Determine what type of strategy is appropriate for the organization they are in and determine how they can play a role in strategy development and implementation.
• Understand the controller’s role in change, conflict and crisis management.