Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course will be an overview of organizational management, planning and reorganizing old ways of budgeting, risk management and avoidance and improving efficiency.
The course will also cover benchmarking and how to use it to measure control, cash management in modern day society, electronic systems and cloud computing and predicting the movement of future interest rates.
Topics Include:
- Planning and Budgeting
- Risk Management
- Customer Analysis
- Benchmarking and Financial Ratios
- Cash and Debt Management
- Cloud Computing
Key Takeaways
After completing this course, the learner should be able to:
- Differentiate between planning and budgeting.
- Determine why it is important for all departments to have business and strategic plans.
- Distinguish between and understand why all companies should have a vision, mission and core value statement.
- Determine the average cost of capital and how to develop and manage a capital plan.
- Analyze advantages and disadvantages to cloud computing.
- Identify how to predict the movement of interest rates.
- Apply benchmarking to measure control.
Who Will Benefit
This course is ideal for finance professionals serving or transitioning to a controllership role.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Allegra Helms, both right and left brain thinker, has been an accountant and finance manager as well as an entrepreneur and creative professional. She has over 25 years of experience in corporate and private industry and recently completed her CPA licensing in under a year. (Oct 2015) She’s worked for a Fortune 5 company (Mobil Oil), an international retailer (J Crew) and now is controller for a high tech international manufacturer. Allegra has lived in Spain, Italy and France and speaks fluent Spanish and has a working knowledge of French and Italian. She is proficient in Excel & QuickBooks among others. She holds a Virginia CPA license and BA from American University.