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The Controllership Program
The Controllership Program is the definitive program for aspiring or new Controllers, and for experienced Controllers who wish to refresh their base skills and knowledge.
The program is two parts - combining the core technical and operational skills: Operational Skills, along with the people and project management skills and Management Competencies, that provide the foundation for success for Controllers.
Upon completion of both elements participants will receive the Institute’s Controllership Program Certificate of Completion. There is no particular order in which the two programs must be completed as both programs focus on separate and distinct skills.
Operational Skills
The June offering has now sold out. A limited number of spaces are still available for July and October. You are advised to register as soon as possible in order to secure a spot in the program and date of your choice, or to be added to the June waitlist.
To register, please complete and return this form.
Program Description
Who Should Attend
Dates, Facilities and Registration
What Previous Participants Have Said
Alumni
How You Will Benefit
The Curriculum
Faculty
Program Description
Polish your financial skills. Learn about leading-edge developments in finance, risk management and control. Develop your analytical skills. Understand new developments in internal control and compliance. Obtain new insights in how to reduce costs and improve efficiency. Improve the financial reporting process and ensure the integrity of the numbers. These are the Controller’s core competencies.
Enhance your skills as the financial expert in your organization – the go-to finance manager who can develop and interpret financial and operational metrics and provide decision support for key executives.
Who Should Attend
Are you responsible for management and financial reporting? Do the business managers look to you for counsel and guidance? Are you trying to improve controls, reporting and accountability? Would you benefit from meeting peers and discussing state-of-the-art developments that affect financial managers? If you can answer “Yes” to these questions, then this is the program for you.
Dates, Facilities and Registration Information
Three separate program offering dates:
June 10 – 13, 2012 (Sold out! Please contact Lawrence Wong to be added to the waitlist)
July 22 – 25, 2012 (Over 60% sold out)
October 28 – 31, 2012 (Over 40% sold out)
Each program begins on Sunday at 5:30PM, and end at approximately 3:30PM on Wednesday.
Location:
White Oaks Conference Resort & Spa, Niagara-on-the-Lake, Ontario
Program Cost:
Program costs include program fees, the cost of materials and meals and accommodations at White Oaks Resort (a limited number of spots without accommodations are available). Participants will receive Volume I of the Finance and Accounting PolicyPro manual, and The Cash Management Toolkit for Small and Medium Businesses, in addition to their course materials. Accomodations
White Oaks Conference Resort & Spa is a premium, four diamond, five-star resort which has achieved a reputation for outstanding comfort, service and atmosphere to ensure a memorable learning and retreat experience for all executives who attend.
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| All-inclusive (meals and accommodations) - Recommended | Day package (all meals included, accommodations not included)** | |
| ICAO Members and CAs | $3,450 | $2,950 |
| Non-Members | $3,950 | $3,450 |
**A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (including networking opportunities and group work), to maximize your program experience, this option is recommended only for those who reside in the near vicinity. This option is subject to availability.
Registration:
To register, please complete and return this form.
This program is our most popular offering and historically sells out quickly, so please register early to avoid disappointment.
Controllership Program Certificate of Completion:
Those interested in receiving the Institute’s Controllership Program Certificate of Completion also require completion of the Controllership - Management Skills program. There is no particular order in which the two programs must be completed as both programs focus on separate and distinct skills.
For more information, please contact Lawrence Wong, CA, at the Institute of Chartered Accountants of Ontario at: 1-800-387-0735 ext. 343 or at lwong@icao.on.ca
What Previous Participants Have Said
The best promotion we can think of are testimonials from your colleagues, members of the ICAO, who have previously attended this course. Here is what the alumni of this particular program have to say about it: - "I took away ideas from here that can be useful to my organization and set me apart as well."
- "I came to the course not really sure if I was doing things that a controller should be doing. I learned that everyone has questions and may not know everything about accounting but that’s okay as long as you’re willing to learn"
- "It has reminded me to look to improve and add value to a company, not just doing day to day job."
- "Session encourages to go beyond “compliance” to be more valuable to organization"
- “Excellent speaker who engages the audience, made otherwise routine topics very interesting, and did a good job of initiating thinking outside the box.”
- “I picked up numerous tips and items that I will take back and implement right away in my role as controller. The course has been very beneficial to me.”
Alumni
Our alumni include participants from: Union Gas Ltd., Ontario Power Generation, Smuckers Foods of Canada Co., London Life Insurance Company, Katz Group Canada Ltd., Defence Construction Canada, Hydro One Networks Inc., Fortune Minerals Ltd., Alamos Gold Inc., CIBC Mellon, Magna International, Canadian Real Estate Association, Aeroquest International Ltd., MBNA Canada Bank, and Metro Inc.
How You Will Benefit
This program will help you: - Become the key financial expert in your organization
- Understand how to use COSO’s Internal Control – Integrated Framework to improve operations and performance
- Develop effective and efficient control processes to manage risk
- Review and write clear procedures and communications
- Implement appropriate IT controls
- Manage the reporting process
- Understand and apply new developments in behavioral finance
- Understand changes in the governance and compliance environment
The Curriculum
The program uses a combination of presentations, discussions and case studies during three-plus days to develop your in-depth understanding in the following areas:
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
Internal control and management
- Entity and transactional control management
- Banking and treasury functions
- Improving internal controls
Special topics
- Information technology and control
- Environmental management
- Behavioural finance
- Changing business environments
Reporting and communication
- Motivating business unit managers
- Management reporting and feedback
- Problems with GAAP (IFRS, ASPE)
- Communicating Financial Results
Participants receive Volume I of the Finance and Accounting PolicyPro manual, and The Cash Management Toolkit for Small and Medium Businesses, both written by the course architect and instructor, Jeffrey Sherman.
Faculty
Jeffrey D. Sherman, MBA, FCSI, FCA, has over 20 years experience as a Chief Financial Officer primarily in the high tech, biotech and mineral exploration areas, with a large chartered bank in various senior capacities, and as a consultant in corporate finance. His areas of expertise include corporate governance, risk management, corporate finance, restructuring and start-up enterprises.
He has extensive involvement in education and has lectured and conducted seminars for many organizations, and he was an adjunct professor at York University. He has authored over 20 books on finance, including: Information Technology PolicyPro (a guide to internal controls over information technology, co-published by the CICA), Operations and Marketing PolicyPro, Canadian Treasury Management, Canadian Cash Management, and the four-volume Carswell Controllership Guide, which is updated annually.