Self-study course

The Self-Study course consists of an 8 hour video accessed via Vimeo for 60 days and the course material.  It costs $249 Canadian plus applicable taxes (taxes charged to Canadian customers only).  It is 40% cheaper with our Passport. To purchase this package click here For international customers, approximately one US dollar will purchase approximately $1.20 Canadian on a credit card.  

There is an optional quiz for accountants whose body requires one to obtain verifiable or structured CPD hours.  Upon successful completion of the short quiz included with the course material, your CPD Certificate will be provided. If you have any questions, please email  

Up-coming live sessions

Click on the date below to be taken to register and pay for the event.  Webinars costs $299 Canadian plus applicable taxes (taxes for Canadian customers only). (Quebec CPAs must register here for the session.)

Many professional accounting bodies offer live, webinar and Self-Study (On-Demand) offerings of this course in Canada, the US and other countries.  Generally, membership is required for favourable pricing.  You can find out by checking your professional body’s website, or ask us -

Practical Tips for Controllers & CFOs

Practical Tips for Controllers & CFOs is a practical seminar provides more than 400 tips to help you at work. As a finance leader, you are expected to be able to deal with a myriad of issues and situations.  You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips,  including many unconventional ones. You won’t find these tips in most courses or text books, but you’ll be able to use many of them. Share experiences and practices with other participants. Bench-mark some of your practices with those of your peers. This seminar “grows” continuously with new tips from past participants.  Over 8,500 accountants have attended Practical Tips for Controllers & CFOs.  Participants will also want to attend the companion course, Practical Tips for Controllers & CFOs - The Case Course.   See here for video extracts.


This course contains one hour of verifiable ethics content for those Canadian provinces which have specific ethics PD requirements. More than 95% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.

What you’ll learn

  • A different take on key indicator reporting

  • Getting the most out of your bank

  • Useful technology tips 

  • M&A: the good, the bad and the ugly

  • More creative thinking for accountants

  • The fast close

  • Straight talk on ethics

  • Auditors & lawyers: working better together

  • And more

Who will benefit

Controllers, CFOs, directors of finance, treasurers and accounting managers (or their advisors) in small to medium-sized companies: you will gain practical tips for your daily work. Accountants from large companies, government and not-for-profits also find the course useful. In addition, it is helpful for people moving toward these roles.

Seminar Feedback

  • It is not easy to keep one’s attention for a 7 hour webinar – but you did it

  • Stephen is great at teaching practical tips for controllers and CFOs. This course is tailored to basically any company, large or small

  • Several “light bulb” moments (both new and reminders)

  • Your seminars are always awesome and I’ve taken your Controller course twice already

  • It is appealing in that it’s based on actual CFO experience

  • Stephen's style of presentation and ability to keep my interest is not common amongst presenters.

  • Excellent use of examples to illustrate content/drive relevant points

  • Fast paced but not hurried

  • Totally practical and Steve made the course interesting

  • Instructor has broad, diverse experiences

  • I liked the energy of the “course presenter” and his ability to interject personal experiences into the course

  • Real world examples enhance the content/material

  • Wide ranging, goes into non-financial areas I didn’t expect it to go into that were very useful

  • Course presenter’s style (clarity, examples, humour)

  • Totally practical and Steve made the course interesting

  • Enjoyed the jokes and stories

  • My Controller and I really enjoyed your humour and the course you gave

  • I liked the sharing of knowledge of unconventional tips, and practical ones as well

  • I found the sharing of ideas with your peers to get fresh ideas appealing

  • Great opportunity to hear how to become a good CFO

  • Usually PD seminars are dull - this lecturer was a refreshing change and stimulates interest