Controllership - Operational Management

Today’s business world strongly emphasizes the need to create value. To add value to their organizations, controllers must serve four distinct roles: steward, operator, catalyst, and strategist. This seminar focuses on the first two of these roles, steward and operator, by providing an overall understanding of the skills and tools necessary for controllers to fulfill their responsibilities as an operational manager.

In this seminar, you will reflect on the role or roles with which you currently identify with and examine which role(s) you need to develop. Specifically, the seminar explores the operator role by examining essential controller skills and the controller’s role in human resource management to determine important skills required for organizations to thrive. The seminar also considers the steward role by examining financial performance and performance measurement, information/risk management, and relationship management skills required in organizations. 

The seminar will give you the opportunity to reflect on your current role as operational managers and determine the role(s) that you need to strengthen to add value to your organization. In taking this seminar, you will gain insights, skills, and practical tips to improve the overall value that you can add to their organizations. At the completion of the seminar, you will have a much broader view of the controller’s overall role in their organization and how you can immediately begin to create additional value.

Learning Objectives
By the end of this course, participants should be able to:

  • Contrast the four broad roles of the controller position and identify which role(s) they need to develop most
  • Outline the areas of operational management that are most important to their organization and/or to their personal development
  • Identify key career management skills necessary to function well as a controller
  • Identify steps to take when entering a new controllership role
  • Identify HR policies/issues in their organization that need to be addressed
  • Evaluate the potential effects of technological changes on their role as controllers and the work performed in the accounting area
  • Consider a broad range of performance measures for their organization including the use of data analysis to both identify and evaluate opportunities to add value to their organization
  • Understand the importance or risk management and internal control in their role as controller
  • Identify and manage the key external relationships connected to the controllership role

Content
The topics in this seminar include:

  • Today’s controller: roles and responsibilities
  • Controller essentials and organizational needs
  • New controller roles
  • Controller as HR Manager
  • Controller as Financial Performance Manager
  • Controller as Information, Risk & Relationship Manager

Applicable for
This seminar is ideal for finance professionals serving or transitioning to a controllership role, including:

  • Finance professionals considering a transition to a controllership position 
  • Practitioners who are new to the position of controller 
  • Experienced controllers looking for new tools/ideas
  • Experienced controllers seeking a refresher on operational management areas 

Prerequisites - Knowledge, Experience or Courses
A basic understanding of the controllership function within an organization.

Seminar Instructor: Howie Kroon

What to Expect

  • Two emails will be sent from CPA Manitoba following your registration: one to confirm your order and one including information on how to access the course through your Learning Hub. 
  • Once sent, these emails can also be found in the Communication tab of your CPA Manitoba Member Portal.
  • Course materials, links and credentials can be found in your Learning Hub no less than two business days prior to the seminar. 
  • This is a Live Virtual seminar where class size has been limited to allow for an interactive learning environment. 
  • This seminar will not be recorded. 
  • Live webinars have varying levels of expected interaction, with many requiring webcam and microphone capabilities. If you have concerns about the interaction required for this course, please email [email protected]

    CPA Manitoba PD Terms and Conditions
When
3/4/2025 8:30 AM - 3/5/2025 12:00 PM
Central Standard Time
Spots available

Options

Tuesday, 04 March 2025

Description
Time
8:30 AM - 12:00 PM
8:30 AM

Wednesday, 05 March 2025

Description
Time
8:30 AM - 12:00 PM
8:30 AM

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