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Sharpen your skills as a Controller, CFO, treasurer or analyst, or as a professional in public practice advising clients. You’ll appreciate the mix of practical tips and substantial depth in this seminar. Participating in group and break-out sessions, you’ll work through in-depth, realistic cases, but don’t worry, you don’t have to write down your answers! And, you’ll interact with peers who share their wide range of skills and experience.  Over 1,300 accountants have attended this seminar in Canada and other countries.  This seminar is the companion course to Practical Tips for Controller & CFOs.  The seminar was created and is presented by an experienced CFO, with extensive real-life insight. This course contains 1.5 hours of ethics content for those Canadian provinces who have verifiable PD ethics hours requirements.

What you’ll learn

  • Improve the relevancy of your financial reporting to users – this case will help you provide better and more useful information to report users

  • Negotiating an offer to finance from a bank – gain practical tips on responding to a very realistic bank offer. How should it be assessed? How can you persuade the bank to revise it in your favour?

  • Review a contract from a financial perspective – you review contracts from time to time, how can this be done more effectively?

  • Resolve ethical dilemmas in a practical way

  • Manage foreign exchange risk, practically – from an accountant’s perspective, not a banker’s

  • Learn how to gain the information you really need on key qualities when interviewing candidates

 

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

  • Working through cases with professionals from other industries and sectors is a great opportunity to learn from their experience. You just don’t get that in other seminars

  • Made me think about better ways to do things

  • This interactive course provided the opportunity to tap into a diverse knowledge base fostered by the brainstorming exercises

  • I attend a lot of workshops and seminars and I have this "doodling scale" - the more I doodle the less I am learning - and I have to say I honestly did not doodle 

  • I found the information very interesting - and the stories and jokes helped reinforce your points 

  • Case work made the course more interactive and relevant

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

  • Enjoyed the case scenarios and practical examples

  • Presenter was clear, knowledgeable and brought relevant examples

  • Excellent: highly recommend as a two day package with Practical Tips for Controllers & CFOs

  • Real life practical cases with practical solutions

  • The financial reporting and banking offer case were most informative

  • One of the best PD courses – practical, good mix of case study, group work and class discussion

  • In my opinion, the case course is even more effective as students can learn better from interacting with their experienced peers

  • It was relevant to my daily activities. I especially enjoyed the ethics discussions

  • Real world discussion and examples

  • Examples were practical, personal experience, could relate situations to your own work environment

  • Practical applications

  • Great instructor, relevant examples

  • Entertaining, pace was good, detail relevant

  • Very personable instructor, lots of good real examples

  • Many real world info from instructor & other participants

  • Very practical with real life examples.I could relate to our business very easily

  • The case work was different than other PD courses I have taken, but it really facilitated great dialogue within the group and was a great way to pack a lot of information across a broad range of topics into one day

  • Stephen is an excellent instructor for this course... broad experience / well organized / exemplary character!