Master Controller Certificate Program

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1 Master Controller Certificate Program

2 Want the next move in your career to be into the Controller role? Or perhaps you just moved into the position of Controller? Equip yourself for success with the Master Controller Certificate Program. This new program has been expanded from the popular two-day offering of the Master Controller Essentials workshop. Three days focused on technical and strategic capabilities have been added to help you better understand how to build your versatility as a controller. The program focuses on practical methods to meet the many challenges faced by Controllers and Directors of Finance, and provides guidance on essential tools to sharpen your financial and management skills and abilities. At the end of this program, you will be able to better understand what organizations expect from the controllership position, and identify gaps in your current professional work experience. Program Format NETWORK Continue to gain knowledge, share experiences and receive timely resources through the Master Controller networking group. Keep current by staying in touch with colleagues in real-time. Build business contacts, learn from other CMAs and try out new ideas ASSESS Assess your skills with the Watson Glazier Critical Thinking for Sound Decision-Making tool. The most widely used assessment of critical thinking in business today, learn your strengths and weaknesses as they relate to developing strategy, reducing risk and other business competencies required by your organization on a day-to-day basis and as you advance your career. SIMULATE Put your learning to the test with a full day simulation using the Zodiak Business Acumen Simulation: The Game of Business Finance and Strategy is a sophisticated simulation disguised as a board game a fast-paced, energizing and engaging way to build business acumen. Learn what decisions you might make when your company faces tough decisions about processes, people, product development, asset management, capital investments and more, demonstrating how business acumen is critical at all levels. LEARN Learn through 5 days of comprehensive technical and soft skill training designed specifically for seasoned Managers and new Controllers. Learn how to build your finance team and earn their respect and trust. Manage your time more effectively and make way for financial analysis. Explore the future role of the management accountant and how the profession is improving outcomes for companies and their business communities. End the learning component of this program with best practice take-aways to use back at your office in everyday situations. Learning Format Five highly-interactive days of learning, including two days of soft skills building, two days focused on technical content, and the last day will be spent working through a hands-on case simulation that will reinforce key concepts of the program. Learn from an educator and consultant with years of experience in change management and professional development. Key Objectives and Learning Outcomes This program focuses on the following areas critical to controllership: Understanding what is currently expected of a controller, and the future role of the management accountant Enhancing knowledge of financial intelligence, financial planning and reporting best practices, and core financial topics Building important skills for financial leaders and organizational business partners 1

3 DAY 1 Introduction and Course Objectives Leadership: Transition to Manager Controls and Protecting Assets Strategic Business Partner Building a Trusted Finance Team Retaining Talent DAY 2 Essential Tools: For all controllers to ensure success Time Management and Making More Time for Financial Analysis Essential Decision Making Skills Career Planning DAY 3 Employer Expectations of Controllers Financial Intelligence Strategic Planning, Budgeting and Forecasting Strategic Cost Management The Future Role of the Management Accountant DAY 4 Financial Reporting Best Practices Understanding Core Financial Topics Manage External Relationships DAY 5 Case Simulation Modular Offerings Register for the full program, two days technical or two days soft skills and add the simulation. Barbara A. Palmegiani, B. Comm, FCMA Barbara is a highly accomplished financial professional and management consultant, and a top-rated instructor for CMA Ontario s Strategic Leadership Program, Executive Program, and Case Exam and Board Report preparation sessions. She teaches credit management and accounting courses at the B. Comm. and MBA levels at The DeGroote School of Business at McMaster University as well as Nipissing University. Her workshops offer invaluable insights and practical experience from her 17 years of corporate experience in senior level positions of financial leadership. Barbara s instructional style makes financial and management concepts easy to understand, adding to one s overall learning experience. 2

4 General Information Ottawa Date Monday, July 21-25, 2014 Optional Exam Saturday, August 16, 2014 Location CMA Ontario Professional Development Institute 110 O Connor Street, Main Floor, Ottawa Toronto Date Monday, June 23-27, 2014 Optional Exam Saturday, July 19, 2014 Date Monday, October 6-10, 2014 Optional Exam Saturday, November 1, 2014 Date Monday, February 2-6, 2015 Optional Exam Saturday, February 28, 2015 Location CMA Ontario Professional Development Institute 25 York Street, Suite 1100, Toronto Program Fees Early Bird Special Register at least 2 weeks prior to the program start date, and receive a $100 discount Regular Fees CMA Members: Non-Members: Optional Exam $2, plus HST $3, plus HST $ plus HST Program Hours 8:30 am 9:00 am Breakfast and Registration 9:00 am 12:00 pm Morning Session 12:00 pm 1:00 pm Lunch 1:00 pm 5:00 pm Afernoon Session Online Registration Online registration and payment is available to CMA Members via the CMA Ontario Members Portal: Once you have logged in, please click on the Registration tab. Registration via Fax or Mail If you are a non-member or retired CMA Member, you should register via fax or mail. Please complete the registration form, including payment information and dietary restrictions if applicable. If paying by cheque, please make the cheque payable to CMA Ontario. When complete, please fax or mail the form to: Coordinator, Continuing Education CMA Ontario 25 York Street, Suite 1100 Toronto, ON M5J 2V5 Fax: Cancellation Policy Cancellations more than two weeks prior to the program start date are subject to a $50 administrative fee. Cancellations within two weeks of the program start date are non-refundable. If you are unable to attend the program after you have registered, you may send a substitute at no charge please inform PDI Continuing Education at: CPLD Information 35 credits Optional Exam: 3 credits 3

5 Registration Form NAME MEMBER NO. TITLE COMPANY ADDRESS SUITE CITY PROVINCE POSTAL CODE TELEPHONE # FAX # Registration Fee (Please indicate the date of the program you would like to attend) Member Non-Member Full Program: $2, $3, Day 1 & 2: Soft Skills: $1, $1, Day 3 & 4: Technical Skills: $1, $1, Day 5: Simulation: $ $ Optional Exam: $ $ Sub-total $ HST (13%) $ TOTAL $ REGISTRATION FEE INCLUDES CONTINENTAL BREAKFAST, REFRESHMENT BREAKS AND LUNCH HST REG NO RT0001 PAYMENT Credit Card # (Visa/MasterCard/Amex) Expiry Date (MM/YY) Signature DIETARY RESTRICTIONS Do you have any dietary restrictions? No Yes If yes, please indicate: SPECIAL NEEDS Do you have any special needs that may require accommodation? No Yes If yes, please indicate: For further information, please contact: Chelsea Allman, Coordinator, Continuing Education, or ext

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