Master Controller
Certificate Program
Master Controller Certificate Program
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.
ASSESS
LEARN
SIMULATE
NETWORK
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.
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.
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.
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.
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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
Master Controller Certificate Program
DAY 1
Module Content
• Introduction and Course Objectives • Leadership: Transition to Manager • Controls and Protecting Assets • Strategic Business Partner • Building a Trusted Finance Team • Retaining Talent
DAY 2
Module Content
• 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
Module Content
• Employer Expectations of Controllers • Financial Intelligence
• Strategic Planning, Budgeting and Forecasting • Strategic Cost Management
• The Future Role of the Management Accountant
DAY 4
Module Content
• Financial Reporting Best Practices • Understanding Core Financial Topics • Manage External Relationships
DAY 5
Module Content
• Case 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.
Modular Offerings
General Information
Program Fees
Register at least 2 weeks prior to the program start date, and receive a $100 discount
Regular Fees
CMA Members: $2,995.00 plus HST Non-Members: $3,095.00 plus HST Optional Exam $150.00 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
CPLD Information
35 credits
Optional Exam: 3 credits
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:
Online Registration
Online registration and payment is available to CMA Members via the CMA Ontario Members’ Portal:
http://members.cma-ontario.org
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: 416-977-6079
Master Controller Certificate Program
Early Bird Special
Date – Monday, October 6-10, 2014
Optional Exam – Saturday, November 1, 2014
Location – CMA Ontario
Professional Development Institute 25 York Street, Suite 1100, Toronto
Toronto
Date – Monday, February 2-6, 2015
Optional Exam – Saturday, February 28, 2015 Location – CMA Ontario
Professional Development Institute 110 O’Connor Street, Main Floor, Ottawa Date – Monday, July 21-25, 2014
Optional Exam – Saturday, August 16, 2014
Ottawa
Date – Monday, June 23-27, 2014 Optional Exam – Saturday, July 19, 2014
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:
_________________________________________________________________________________________________________
NAME MEMBER NO.
TITLE COMPANY ADDRESS
SUITE
CITY PROVINCE POSTAL CODE
TELEPHONE # FAX # E-MAIL
Registration Fee (Please indicate the date of the program you would like to attend) Member Non-Member
Full Program: $2,995.00 $3,095.00
Day 1 & 2: Soft Skills: $1,215.00 $1,315.00
Day 3 & 4: Technical Skills: $1,215.00 $1,315.00
Day 5: Simulation: $570.00 $620.00
Optional Exam: $150.00 $150.00
Sub-total $ HST (13%) $ TOTAL $
REGISTRATION FEE INCLUDES CONTINENTAL BREAKFAST, REFRESHMENT BREAKS AND LUNCH
HST REG NO. 123969610 RT0001
For further information, please contact:
Chelsea Allman, Coordinator, Continuing Education, 416-977-7741 or 800-387-2991 ext. 121 [email protected]
