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The Advanced Controllership Program - Mgmt Competencies 

The Advanced 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 Advanced Controllership Program is comprised of two parts: Operational Skills and Management CompetenciesThe Operational Skills program focuses on the technical aspects; and Management Competencies program focuses on people skills and leadership.

Upon completion of both Operational Skills and Management Competencies participants will receive CPA Ontario's Controllership Program Certificate of Completion. There is no particular order in which the programs should be taken.

Management Competencies

Sunday, November 8 - Wednesday, November 11, 2015

Program Brochure

Program Description (+)

Organizations with skilful leadership consistently outperform those with less effective management. As a result, controllers and other senior level accounting professionals are increasingly called upon to demonstrate their ability to lead people and understand the processes that are intimately tied to human resources management.

This program is designed to help controllers with today’s greater emphasis on people management, and will help you: improve your coaching and supervisory skills, develop your team-building and networking skills, hone your presentation skills, and enhance your personal development.

Who Should Attend (+)

Are you responsible for leading people? Are you expected to incorporate human resource skills into your role? Financial professionals who want to develop and improve their management and leadership contributions will benefit from this program.


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:

Coaching & Management Skills
• Motivation
• Communication skills
• Performance management
• Discipline and termination
• Essentials of effective teams
• Elements of a strong team culture
• Role of the team leader

Negotiation Skills
• Identifying your negotiation style
• Responding effectively to negotiation style of others
• Enhancing your negotiation skills using “Getting To Yes” framework
• Removing roadblocks that appear during the negotiation

Presentation Skills for Accountants
• Conquering fear
• Adapting your remarks to your audience
• Making people want to listen
• Being persuasive

Emotional Intelligence
• Discover why emotional intelligence is crucial for career success
• Complete an assessment in order to determine your level of emotional intelligence
• Learn some concrete strategies to improve your score

Personal Leadership Development
• An opportunity to focus on what's next in your career
• How to improve your chances of success with the help of your colleagues and experienced facilitators

Dates and Times (+)


Sunday, November 8 – Wednesday, November 11, 2015 

The program begins at 5pm on Sunday. Programs run until 9pm each evening except on Wednesday, when the program concludes at 3pm.

Registration and Fees (+)

This program regularly sells out. Please register today to secure your spot.
 Full package (program fees, meals and accommodations) - RecommendedDay package (program fees and meals only, accommodations not included)*
Members and CPAs **$3,650 (register here)$3,150 (register here)
Non-Members$4,150 (register here)$3,650 (register here)

An early-bird discount of $200 is available for registering 60 days in advance of the program start.

*Please note: A limited number of program spots are available to those who do not wish to have accommodations. As there are evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.

**Out of Province CPAs should contact to register.

Facilities (+)

The Controllership Program – Management Competencies will be held at the White Oaks Conference Resort & Spa, a premium, four diamond, five-star resort that has achieved a reputation for outstanding comfort, service and atmosphere to ensure a memorable learning and retreat experience for all executives who attend.

Program fees include meals, accommodations*, wi-fi access, use of basic fitness facilities, and a hospitality room for evening networking opportunities.

*Excluding registrants who have selected the non-accommodation option.

Getting There:  

From Pearson or Buffalo airports:

The Niagara Airbus offers Shuttle Transfers to and from Toronto’s Pearson and Buffalo Niagara’s International Airports and can drop you off right at the facility front doors. If you book on-line you can get a 10% discount for Airport transfers. The Niagara Airbus website is

Another option is the Falls Livery & Taxi. They can offer private cars for transport to and from the airport as well. They can be reached at 905-356-4500.

From Toronto:

Average time to drive from Toronto to the Resort is an hour and a half*. Click here for a Google Map and directions.

*Please note that these directions are for planning purposes only. You may find that construction projects, traffic, weather, or other events may cause conditions to differ from the map results, and you should plan your route accordingly.

CPD  Information (+)
Subject to CPA Ontario regulations, Members may count up to 30 hours of verifiable CPD for the completion of this portion of The Controllership Program.
Testimonials (+)

Our alumni include participants from the following organizations:

Magna International, Cineplex Entertainment, Hydro One Networks, 3M Canada, Rogers Communications, Sleeman Breweries, and many others.

Here is what some had to say about The Controllership Program - Management Competencies:

  • What I learned from this course I can apply immediately in my current role and it will enhance my skill set as a foundation for moving up the later to CFO.
  • It was intense at times and not the typical laid back course. It constantly had lots of hands on participation.
  • Good topics that are dealt with in everyday working scenarios.
  • As I move up the ladder in my career, the soft skills are very obviously becoming more important. This course will fit into that changing career landscape.
  • The content was useful & practical but the best part was the insights gained through the leadership sessions and the EI assessments and thinking about using principle-based negotiation to compensate for my natural negotiating style.
  • The course is a good intro/refresher for management of people and other skills that finance managers/executives need.
  • I leave with the belief that I can be a better leader, a better manager, and a better employee.
Faculty (+)

Carolyn Cohen is a training and human resources consultant. She has designed and delivered many workshops for CPA Ontario on topics ranging from staff retention to recruitment and selection to management development. She offers consulting services to a variety of organizations in the areas of employee performance, leadership and discipline.

Cindy Pinkus, LL.B. has carried on her law practice for more than 20 years. In the late 1990s, Cindy served as a faculty member and then faculty lead for the Law Society of Upper Canada. In 2002, she served as Director of Bar Admission. Since returning to private practice, Cindy has lectured with the University of Toronto and York University, as well as provided extensive communication and negotiation training across Canada. Her current law practice has an emphasis on estate planning.

Contact Us
For more information please contact Lawrence Wong, CPA, CA, at CPA Ontario, at: 1-800-387-0735 ext. 4343, or at