Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
NOTE: No updates or changes were made to the 2023 version of this course. If you completed the course in 2022, please be advised the 2023 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.
Today’s business world strongly emphasizes the need to create value. To add value to their organizations, controllers must serve four distinct roles: steward, operator, catalyst, and strategist. This seminar focuses on the first two of these roles, steward and operator, by providing an overall understanding of the skills and tools necessary for controllers to fulfill their responsibilities as an operational manager.
In this course, you will reflect on the role or roles with which you currently identify with and examine which role(s) you need to develop. Specifically, the course explores the operator role by examining essential controller skills and the controller’s role in human resource management to determine important skills required for organizations to thrive. The course also considers the steward role by examining financial performance and performance measurement, information/risk management, and relationship management skills required in organizations.
The course will give you the opportunity to reflect on your current role as operational managers and determine the role(s) that you need to strengthen to add value to your organization. In taking this course, you will gain insights, skills, and practical tips to improve the overall value that you can add to their organizations. At the completion of the course, you will have a much broader view of the controller’s overall role in their organization and how you can immediately begin to create additional value.
Topics Include:
- Today’s controller: roles and responsibilities
- Controller essentials and organizational needs
- Differences from previous standard
- New controller roles
- Controller as HR Manager
- Controller as Financial Performance Manager
- Controller as Information, Risk & Relationship Manager
Schedule
- July 10, 2025, 1:00 p.m. - 5:00 p.m.
- July 11, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completing this course, you will be able to:
- Contrast the four broad roles of the controller position and identify which role(s) they need to develop most.
- Outline the areas of operational management that are most important to their organization and/or to their personal development.
- Identify key career management skills necessary to function well as a controller.
- Identify steps to take when entering a new controllership role.
- Identify HR policies/issues in their organization that need to be addressed.
- Evaluate the potential effects of technological changes on their role as controllers and the work performed in the accounting area.
- Consider a broad range of performance measures for their organization including the use of data analysis to both identify and evaluate opportunities to add value to their organization.
- Understand the importance or risk management and internal control in their role as controller.
- Identify and manage the key external relationships connected to the controllership role.
Who Will Benefit
This course is ideal for finance professionals serving or transitioning to a controllership role, including:
- Finance professionals considering a transition to a controllership position.
- Practitioners who are new to the position of controller.
- Experienced controllers looking for new tools/ideas.
- Experienced controllers seeking a refresher on operational management areas.
Prerequisite(s)
While it is not a pre-requisite, participants may find it useful to have previously taken the Responsibilities of an Executor seminar.
How to Access the course
This course 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. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speakers
Joe Marchello, CPA, CA, CFP has over 20 years of accounting, tax and development experience. A highly motivated individual with impeccable judgement and an innate ability to solve financial and accounting problems. Joe obtained his designation specializing in accounting and tax. Accordingly, he then transitioned to project management and residential development with two major GTA developers involved in many major commercial and residential properties across the GTA. He’s an active member of the Chartered Accountants of Ontario and a Certified Financial Planner and has been quoted in various Ontario newspaper articles about Tax, Accounting, Real Estate Development, Fraud and Ethics. Other accomplishments in Joe’s career were equally impactful and included being a leader responsible for Accounting Operations of Tridel, a renowned vertically integrated multifamily residential developer in the GTA. Along with being an active seminar leader in tax, accounting and real estate for Horwath Orenstein (now know as MNP), CPA Ontario, CPA BC and CPA New Brunswick. Advancing through a series of promotions since then, Joe’s leadership has expanded beyond the boundaries of a traditional financial executive and he’s led many strategic initiatives that have had positive impact on multiple business areas, driving down costs, increasing revenue, and improving overall performance of various business units.