skip to main content
Home Join Our Team Contact Us Resources PD Sitemap
Member Section Image
CPA Ontario Serving the Public Members Firms / ATOs Students Become a Member

The Advanced Controllership Program 

The Advanced Controllership Program is the definitive program for Controllers who wish to refresh their base knowledge and move their teams to the next level.

Upon completion of this program, participants will receive the CPA Ontario’s Advanced Controllership Program Certificate of Completion

The Advanced Controllership Program 

This program ran in July 2016.  The next offering will be in 2017 (date to be determined).

Program Brochure

Program Description (+)

Sharpen your financial skills. Learn about leading-edge developments in finance, risk management, compliance, and control. Develop your analytics skills and manage the reporting process. Obtain new insights in reducing costs and improving efficiency. Improve the financial reporting process and ensure the integrity of the numbers. Understand how to use COSO’s Internal Control – Integrated Framework to improve operations and performance. Implement appropriate IT controls.

Enhance your skills as the financial expert in your organization – become the go-to finance manager who can develop and interpret financial and operational metrics, and provide solid decision support for key executives.

Who Should Attend (+)
Are you responsible for management and financial reporting? Do the business managers look to you for guidance? Are you trying to improve controls, reporting, and accountability? Would you benefit from meeting peers and discussing state-of-the-art developments that affect financial managers? If you can answer “yes” to these questions, then this program is for you.
Curriculum (+)

The program uses a combination of presentations, discussions and case studies during three-plus days to develop your in-depth understanding in the following areas:

Planning, risk management and control

  • Management role of the controller
  • Risk management and internal control
  • Frameworks for control and quality
  • Culture and ethics
  • Budgeting and planning


Internal control and management

  • Entity and transactional control management
  • Banking and treasury functions
  • Improving internal controls


Special topics

  • Information technology and control
  • Behavioural finance
  • Changing business environments


Reporting and communication

  • Motivating business unit managers
  • Management reporting and feedback
  • Problems with GAAP (IFRS, ASPE)
  • Communicating Financial Results


Participants will receive The Cash Management Toolkit for Small and Medium Businesses, written by the course architect and instructor, Jeffrey Sherman.

Dates and Times (+)

This program ran in July 2016.  Dates for 2017 coming soon.
White Oaks Conference Resort & Spa, Niagara-on-the-Lake, Ontario

The program begins at 5:00pm on Sunday and ends at 2pm on Wednesday. The Sunday evening program includes classroom learning and dinner.  Check-in at the facility is available from 4:00pm onwards.

Registration and Fees (+)
This program regularly sells out quickly. Please plan ahead and register today to secure your spot.
 Full package (program fees, meals and accommodations) - RecommendedDay package (program fees and meals only, accommodations not included)*
Members and CPAs **$3,650 (coming soon)$3,150 (coming soon)
Non-Members$4,150 (coming soon)$3,650 (coming soon)


Program fees include the program itself, materials, meals and accommodations*. Participants will receive The Cash Management Toolkit for Small and Medium Businesses, written by course architect and instructor, Jeffrey Sherman.

An early-bird discount of $200 is available for registering 60 days in advance of the program start.

*Please note: A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.

**Out of Province CPAs should contact to register.


Facilities (+)

The Controllership Program will be held in Niagara-on-the-Lake, Ontario. 

White Oaks Conference Resort & Spa is a premium, four diamond, five-star resorts with a reputation for outstanding comfort, service, and atmosphere to ensure a memorable learning and retreat experience for all who attend. 

Program fees include all meals, accommodations*, wi-fi access, use of basic fitness facilities, and a hospitality room for evening networking opportunities.

*excluding registrants who have opted for the non-accommodation option.

Getting There

From Pearson or Buffalo airports:

The Niagara Airbus offers Shuttle Transfers to and from Toronto’s Pearson and Buffalo Niagara’s International Airports and can drop you off right at the facilities’ front doors. If you book on-line you can get a 10% discount for Airport transfers. The Niagara Airbus website is

Another option is the Falls Livery & Taxi. They can offer private cars for transport to and from the airport as well. They can be reached at 905-356-4500.

From Toronto:

Average time to drive from Toronto to White Oaks is 1 hour and 30 minutes. It is recommended to assume an additional 45 minutes in case of  traffic, weather, and construction. See the Google map.

*Please note that these directions are for planning purposes only. You may find that construction projects, traffic, weather, or other events may cause conditions to differ from the map results, and you should plan your route accordingly.

CPD Information (+)
Subject to CPA Ontario regulations, members may count up to 25 hours of verifiable CPD for the completion of The Advanced Controllership Program - Operational Skills.  Members will receive a confirmation of attendance via email and a Certificate of Completion by mail.
Testimonials (+)

Our alumni include participants from the following organizations:

London Life Insurance, The Workplace Safety and Insurance Board, Katz Group Canada, Defence Construction Canada, Benecaid Health Benefit Solutions,  Federal Development Ontario, Hydro One Networks, Bombardier Transportation, Alamos Gold, Magna International, MBNA Canada Bank, Metro Inc., The Canadian Cancer Society, and many others.

Here is what some had to say about this portion of The Controllership Program:

  • I took away ideas here that can be useful to my organization, and set me apart as well.
  • An excellent speaker who engages the audience, made otherwise routine topics very interesting, and did a good job of initiating thinking outside of the box.
  • I picked up numerous tips and items that I will take back and implement right away in my role as Controller. The course has been very beneficial to me.
  • It has reminded me to look to improve, and add value, to a company, not just doing the day to day job.
  • For a technical program with lots of cases, I didn't expect to enjoy it as much as I did! Instructor was fantastic - happy, very knowledgeable, supportive.
  • Lots of useful, practical info to bring back and apply to the workplace.


Faculty (+)
Jeffrey D. Sherman, FCPA, FCA, MBA, CIM, is chief financial officer of Atrium Mortgage Investment Corporation (TSX: AI), and director of several companies, and devotes his time to management and finance, writing and teaching. He has over 20 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings. Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial institutes of Chartered Professional Accountants across Canada, and the Law Society of Upper Canada, and has written over twenty books including: Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Cash Management Toolkit for Small and Medium Businesses (all published or co-published by the CICA/CPA Canada).
Contact Us
For more information please contact Lawrence Wong, CPA, CA, at CPA of Ontario, at: 1-800-387-0735 ext. 4343, or at