Worldwide Controlling, Finance and Accounting Training. The Original since Wherever you are. Develop your controlling know-how.

Transcription

1 Wherever you are. Develop your controlling know-how. Worldwide Controlling, Finance and Accounting Training The Original since 1971 Practice makes for Good Practice

2 Take Advantage of over 0 Years of Controlling Knowledge Experience all the necessary hard skills and soft skills you require for controlling and accounting in order to do justice to your demanding task as navigator of the company. A controller does not hide behind figures but is always on the way to the customers as a consultant and a partner of management. Dipl. -Kfm. Dr. Dr. h. c. Albrecht Deyhle, Founder of the Controller Akademie How you as a controller or manager can play a decisive part in the success of your company. The five stage program of the Controller Akademie is a systematic and modular training program. It has stood the test of time over a period of more than 0 years and is continuously being further developed. Each seminar can be individually booked. In this way you can plan your participation ideally according to your own schedule. Our flagship Controlling and the Controller seminar Stage I has been carried out more than 1,000 times as public seminars and in-house trainings to date. The training courses on economic methods and social behaviour form at the same time a unity that makes sense. From cost centre accounting to strategic planning, from regular feedback to the facilitation of heterogeneous groups, you approach the objective of your training step by step: to develop, ensure and confirm your capability to elucidate all controlling topics and to act as a professional controller and a figureminded manager.

3 Controller s Qualification and Training Program in Five Stages Our 5 stage training program equivalent to the original German Diploma program with over 50,000 participants has characterized the controlling landscape in Central Europe for over 0 years. How your controller knowledge becomes a relevant factor for your company The best instruments, tools, results, reports and graphics are only ever as good as the strength of argumentation, the presentation skills and the persuasive power of the controller. As such, in order to bring transparency into a company, a controller requires entrepreneurial understanding and psychological intuition. Precisely that is the objective of our seminar series: to train you for your actual role in the company as a consultant and a partner of the management. Our seminars are also true to this contextual requirement in their practical methodology: we concentrate on the economic tools of the controller and their concrete application in business practice. Who profits from the seminar Managers and employees in controlling, financial accounting as well as in cost accounting, corporate planning, management information, business administration and development. Managers from sales, marketing and production. I II Trainer-Input decreases III Activity of participants increases IV V What awaits you You attain the most sustainable success in learning if you attend the seminars step by step. The individual steps build on each other, as regards content, and step by step they lead increasingly from the network of the topics to the detail relevant to practice. Controller s Stage I seminar provides an overview of the most important components of the controlling system and its connections. It serves for compact orientation and is well suited as an individual seminar for managers. Stage II and III extend, complement and deepen the controller s toolbox. Stage III additionally teaches the essentials about reporting, communication and leadership competencies. Workshop Stage IV and V attend to the application and implementation of the instruments developed. The training of presentation and moderation skills is intensified. With each stage, your active participation increases. Your advance in knowledge: You receive an overview of the whole controlling system You extend your scope of action as a controller You deepen, strengthen and develop your international controlling competency You train your skills of argumentation and elucidation in the English language

4 Stage I Controlling and the Controller Comprehensive learning of all essential methods of controller practice for accounting, corporate planning and reporting. This is the way to achieve your business objectives successfully. Stage I Content Stage I seminar I. Controlling as Management Process Process of setting objectives, planning and navigating II. Management Accounting Accounting Panorama How to build the accounting system The management result account with contribution margins Controller s cost cube Cost planning and cost management Product costing Analyse costs tridimensionally and provide transparency by means of the cost cube. Your first step to comprehensive controller knowledge With your registration for the first stage of our seminar series you are setting the foundation for success: attain an overview of the most important components of controlling as well as about the design and the interplay of the most important controlling tools. You also learn how to integrate and apply these instruments in your concrete business practice. This program gives international companies an opportunity to implement a shared understanding of controlling issues on a global basis. Our experienced trainers support you in doing this throughout the whole seminar. Objective of the seminar Dr. Thomas Biasi You get to know all functions and techniques of a controller You have the controlling system as a whole in sight You know how the various controlling instruments interact and how to implement them You learn how to successfully integrate controlling into your individual business processes III. Corporate Planning Planning and prognosis Strategic, operational and reactive planning tools Integration of planning methods and processes Operational budget and measure-taking plans IV. Performance Measurement and Management Principle of Management by Objectives Balance sheet structure and profit target From the ROCE tree to value and cost drivers Profit centre controlling and internal charging Forecast-oriented reporting V. Controller s Function Controller as business partner of management Requirements for controllers Controller organisation

5 Stage II Accounting and Finance Extend your in-depth knowledge in controlling method components such as product costing, activity based costing and financial planning. Get ready for practice! Stage II Content Stage II seminar I. Reinforcing Management Accounting Product costing model, target contribution Target costing strategic calculation from the market point of view Budget planning with computerbased consolidation Integrated transparency does not stop at finance: Cash is king! Now work through all finance methods in a practice-oriented way. This seminar prepares you optimally for the controlling of the business as a whole. Go into greater depths with the controller tool box of management accounting worked on in Stage I and extend this to financial accounting, value based management and sales controlling. In doing this become an architect of method and direct your navigational function both to internal management and external stakeholders. Objective of the seminar Dipl.-Ing. Dr. Klaus Eiselmayer You get to know the meaning and procedure of integrated profit planning and financial planning You are proficient in all important controlling tools and know how to implement these in practice You provide for transparency of results and finance as an architect of method You integrally focus your navigation function on all stakeholders in your company II. Controlling of Overheads / Fixed (Structure) Costs Standards of performance for services Zero Base Budgeting, Overhead Value Analysis Activity Based Costing and pricing III. Sales Controlling Integration of strategic and operational sales controlling tools The sales profit centre and its sales dashboard of key performance indicators Customer result accounts and portfolios IV. Financial Accounting The financial accounting system Profit and Loss Account according to cost summary and cost of sales method Balance sheet and cashflow statement V. Financial Controlling Analysis of financial ratios: liquidity, profitability and stability Financial management and working capital Holistic controlling in three dimensions VI. Value Based Management Investment calculation: pay back period, net present value, internal rate of return Investment portfolio and strategic analysis Shareholder Value and Economic Value Added TM WACC: weighted average cost of capital

6 Stage III Reporting and Communication Work on how managers and controllers operate objectiveoriented controlling and achieve successful business excellence in this way. Stage III Content Stage III seminar I. Controlling and Organizational Development Phases of development within a company Risks and opportunities Controllers function in the various development phases II. Project Controlling Criteria of success for projects The course of a project and its successive stages of decision making Integration of project planning and corporate planning For reports to make a difference, they have to be well received by the recipient. Prepare yourself ideally for the management process Dipl.-Ing. Dietmar Pascher Stage III imparts all required principles of communication and hands-on leadership. Complement your controlling instruments and methods which are needed during fundamental in-company changes. Find out about everything regarding organizational development, strategic development by way of balanced scorecard and project controlling. Understand how to develop the relevant key performance indicators. Learn to communicate and report in a user-friendly way. In doing so, you can significantly influence business decisions. Objective of the seminar You learn how to apply all controlling methods as leverage in a dynamic management process You are in the position to organize your daily reporting (relevant key ratios) as a communicative experience You know how to interact with the management in an objective-lead way and are proficient in a culture of communication which directly produces measures to control III. Holistic Thinking and Acting MOVE concept for change guidelines and rules Practise managing complex and paradox objectives IV. Reporting: Factor of Success User oriented business charts and tables Excel hints to put the reporting SUCCESS rules into practice Business Intelligence V. Balanced Scorecard as Performance Management System Integration of strategies and the operational business controlling with strategic and operational key performance indicators Balanced Scorecard applied to personnel (HR) controlling VI. Communication and Co-operation Co-operation used as an instrument to establish and define relationship The co functions: co-orientation, communication and collaboration Communication models VII. Group Dynamics and Leadership Competences Patterns and examples of team work, types of groups Factors influencing the leadership situation, various styles of leadership Principles of how to secure the transfer of know-how

7 Stage IV Planning and Implementation Use all important controlling methods hands-on. Get to know the distinctive characteristics of your company. Stage IV Content Stage IV workshop I. Concept of a Management Accounting System Design of the cost centre accounts (including activity based costing) Requirements for product costing Build up a target-oriented management account A budget process in the team strengthens the commitment of all those involved. Learn how to apply your knowledge in a concrete company case study With this workshop you overcome the hurdles between theoretical knowledge and practical proficiency. The distinctive characteristics of a company, such as size, industrial sector, stage of development, are consistently taken into consideration. Learn how to deal with all new situations which influence the current controlling scene, such as the merging of managerial and financial accounting, value based management or controlling of intellectual capital. Within the team you accumulate valuable transfer experiences for practical application in your own company. Objective of the seminar Dipl.-Ing. Dr. Klaus Eiselmayer You learn to apply the methods and functions of controlling You work on your topics from your own practical experience and develop these further in your team of colleagues You update your knowledge about the developments in controlling to current status You experience how to make continued improvements by the self-controlling of the controller service II. Development of a Strategic and Operational Planning Concept Design a framework for budgeting Core elements of a business plan External requirements as e. g. risk management and rating III. Implementation of an Integrated Result and Financial Planning Central and decentralized planning (top down bottom up) Organize and carry out a strategic and operational planning meeting Elaborate a finance budget based on planned sales, costs and the investment budget Work out a planned balance sheet, a cash flow statement and financial ratios IV. Workshop of Controlling Topics Relevant to Actual Practice Controller as a change agent in development of controlling How to organise the storage of ideas and to set priorities Topics of our participants and latest trends in controlling as controlling and IFRS, value based controlling, beyond budgeting and intellectual capital V. Controlling of the Controller Service Transparency of the controller service Performance measurement for controllers Balanced scorecard for the controller service

8 Stage V Presentation and Moderation Improve your communicative skills, increase your emotional intelligence and convince your business associates in practice. Stage V Content Stage V workshop I. Method Training You develop a strategic concept for a start-up business based on the evaluation of the economic situation and prognoses available SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) Techniques of visualisation, presentation and facilitation Controllers are also sales people and therefore require the right soft skills. Objective of the seminar Dipl.-Ing. Dietmar Pascher Extend your ability to solve problems with targeted behavioural training In this workshop all the soft skills which are required to improve the management process are taught. You find out how you as a controller are a catalyst for conferences, communication (presentation and visualization) and coordination (strategicoperational budgets). You learn how to understand difficult facts, to get to the heart of the matter and to draw up proposals from which decisions can be made immediately. You improve your communication skills and understand how to solve problems in a team. You extend your communicative competencies You know the success factors when solving complex problems You are proficient in the most important rules of presentation for your sales pitch as controller You fulfill the role model of the controller as facilitator of group processes II. Personal Skills Behavioural indicators for competition or co-operation in teams Facilitation and moderation of small groups as well as a plenary session Presentation in front of a plenary audience Behavioural recommendations in these situations Video analysis III. Solving Complex Problems in Teams Phases, which teams go through Characteristics of high performing teams Guidelines for successful teamwork Visualisation of results IV. Transfer into Practice Which of the things I have learned this week am I willing to put into practice? How will my colleagues, boss, friends see that I have changed something? Diploma worthy presentations of top class solutions

9 Profit from Recognized Business Competence. Highly professional trainers and practice-oriented learning contents guarantee the completion of a course which is highly valued in the management world. The completion of a course at the Controller Akademie Our courses stand for a high level of quality and continuity in the training of controllers. Controller s Diploma The Controller s Diploma certifies your comprehensive capability to elucidate and to act in controller practice. Your contribution throughout all five stages is confirmed with this diploma. In seminar Stage V your presentation as a self examination is evaluated by the trainer and the team of participants. Controller s certificate On the way to our Controller s Diploma we acknowledge your progress with the Controller s Certificate after having attended seminars Stage I and II as well as our Stage IV workshop. The Controller s Certificate focuses on the hard skills and is intended for participants who want to concentrate on the methodically specialist topics first. CMA approved CPE credits All Controller Akademie seminars meet the requirements for professional education training credits from IMA. Your team of trainers at the Controller Akademie All members of the Controller Akademie team are dedicated trainers and coaches with heart and soul. In real terms this means that each Controller Akademie trainer proves their value in 130 seminar days per year in training courses and coaching. A third of this time is spent putting our concepts into practice and carrying out internal workshops and projects in companies. Being up-to-date and practice-oriented as well as having a wide knowledge of the different types of businesses makes us stand out, as our experiences in corporations and companies from all businesses permanently flow into the learning content of our seminars.

10 In-house Seminars, Workshops and Coaching The Controller Akademie is your partner for in-house training and coaching in all controlling and accounting matters. In-house The way of training and the particular presentation method of the CA trainers enhanced my controlling abilities. Jan Šulc, Manager Financial Controlling, Continental Teves s.r.o., Czech Republic In-house Seminars Our in-house seminars aim to impart knowledge about topics relevant to controlling and finance. They are primarily intended for managers and specialists, who themselves do not carry out any controlling or finance function, but, as a competent business associate for controllers, should share the idea and basic understanding of controlling and finance. In addition we offer topiccentred controller seminars in a compact form. We integrate the content and method of our in-house seminars into your existing processes of personnel development, e. g., within the framework of your own training centre or training program. During in-house seminars all seminar working papers are provided by the Controller Akademie. Coaching and Workshops Beyond pure training measures we are pleased to stand by your side when implementing your new projects and establishing new processes. We strive for the quickest possible transfer of knowledge. Guidance to do things yourself is first and foremost our priority as this enables you to achieve your objective with minimal external support. Workshops serve the purpose of working together, e. g. for developing and implementing a strategy. In this case we see ourselves as facilitators supporting you in finding and working on a solution.

11 Booking Costs The Controller Akademie charges a daily rate for in-house seminars and workshops. The documentation for up to 25 participants is included in the fee. Expenses for the trainer s travel and accommodation are charged separately. Please contact our office for a detailed quotation. Tailor-made programs The extent, order of events and structure of our services are each individually discussed with you as a customer. Seminars and workshops according to the individual needs of our customers consist of mainly two to three days of intensive work in order to guarantee an intensive level of activity with the topic at hand. We also offer one-day training sessions to deal with compact, very concentrated topic areas. Training techniques The Controller Akademie attaches great importance to presentation centred on participants and to the greatest possible learning and transfer effects in all seminars and workshops. Besides the topic-oriented presentations by trainers, our seminars also include case studies, role plays, and group work if time permits. Customers and participants can also contribute their own topics. Dates Extensive training projects require sufficient preparation time to ensure that the individual customer needs are met. So, please remember to contact us half a year in advance to agree upon an appropriate date for the seminar or workshop planned. We may, however, depending on our commitments be able to organize a training session within a shorter period of time. Please contact us to find out the earliest possible date. Contact For information and appointments please contact Ms Gundula Artmann Phone: +9 (0) g.artmann@ca-akademie.de Presentation Languages Apart from in the English language, seminars, workshops and coaching are provided in German, of course, and in Spanish, Italian, and French. Training in further languages is covered by partners. This is especially convenient for international companies. Contact us for further information. Your benefits: Managers strengthen and develop their controlling and finance competencies. International companies implement a shared understanding of controlling issues on a global basis.

12 About the Controller Akademie The Controller Akademie is the market leader The Controller Akademie is the leading training institute for controlling in German speaking countries and was founded in 1971 by the renowned pioneer of controlling Dr. Dr. h. c. Albrecht Deyhle. His motto still stands today: Practice makes for Good Practice! Our seminars are annually attended by more than 5,000 participants. Our training philosophy The highest amount of interaction possible is our aim in training courses. Memorable pictures and memorable stories characterize the seminar. All content is developed zero based on flip charts or pin boards. Participant friendly learning with fun and joy, far away from slide shows, guarantees a unique experience. Sustainable satisfaction with the seminars evolves from the transferal of the content being learnt successfully and being put into practice. For this reason we only train practiceoriented, implementable tools of controlling. The assurance of transferal in the seminar is of particular importance to us. Our seminar series The Controller Akademie offers seminars and workshops for controllers and managers involved in controlling, right across the whole topic area of controlling and finance. We are renowned for our intensive five stage training program including evening sessions. This diploma program is complemented by specialist and behaviour-oriented seminars for controllers and managers. In addition to this, we assist large and small companies within the framework of in-house training and coaching. You can receive further information at Our trainer team Our team comprises professional, full time trainers with practical and international experience. Years of training experience with annually around 130 training days per trainer speaks for our competence. All of us are practitioners, most of us former controllers. During company projects we are in constant dialogue with the most current developments in controlling practice. Contact and Registration For dates, fees and registration see or contact our office by phone , fax or kontakt@ca-akademie.de Dr. Thomas Biasi 2 Dipl.-Ing. Dr. Klaus Eiselmayer 3 Dipl.-Volkswirt Prof. Dr. Martin Hauser Dipl.-Psych. Dr. Friedrich E. Heil 5 Dipl.-Oec. Guido Kleinhietpaß 6 Dipl.-Ing. Dr. Markus Kottbauer 7 Dipl.-Ing. Dietmar Pascher 8 Dipl.-Kfm. Gerhard Radinger 9 Dipl.-Kfm. Jens Ropers 10 Lic. oec. HSG Markus Stamm 11 Dipl.-Kfm. Prof. Detlev R. Zillmer CA Akademie privates Institut für Controlling und Unternehmensführung AG Münchner Straße 8 D Wörthsee Telefon +9(0) Telefax +9(0) kontakt@ca-akademie.de Practice makes for Good Practice