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Jeffrey Sherman to present at GTA Accountants Network | Early-bird rates, CPD hours

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The GTA Accountants Network/Finance Network (GTAAN/GTAFN) and First Reference are presenting four special training sessions for CPD hours in November 2018 on governance, risk management, treasury management, effective internal controls and how best to deal with organizational disruption caused by new technologies, disintermediation and demographic changes.

The courses will be presented by highly rated instructor, and original author of the Internal Control Library, Jeffrey Sherman, Bcomm, MBA, CIM, FCPA, FCA. Ensure you don’t miss the opportunity to benefit from Jeffrey’s wealth of knowledge and expertise in these areas and earn 8 PD hours per session at the same time.

Register before October 15, 2018, to benefit from our early-bird discount! Regular price $415. Now $390.

1. Governance, Strategy and Risk – November 21, 2018

Topics include:

  • Role of the finance department
  • Corporate governance
  • Why strategic planning doesn’t work
  • Risk management and internal control: using the frameworks
  • Implementing change

Who will benefit?

This seminar is designed for CPAs in industry, including finance directors, managers and controllers, who want to help their organization survive and prosper, and CPAs who advise clients.

For further information or to register for Governance, Strategy and Risk, click here


2. Cash and Treasury Management – November 22, 2018

Topics include:

  • Cash management refresher
  • Budgets, forecasts and projections: direct and indirect
  • Oversight, control and risk management
  • Why you need to know about the Group of 30
  • Dealing with your banker
  • Reducing costs for foreign currency transactions
  • Tips when using derivatives
  • Managing capital structure
  • Blockchain, bitcoin and virtual currencies

Who will benefit?

This seminar is designed for financial managers and treasurers, including controllers, analysts and senior accountants, looking for a refresher or a primer on cash and treasury management, as well as accountants and consultants who advise clients.

For further information or to register for Cash and Treasury Management, click here


3. Surviving Disruption –  November 28, 2018

Topics include:

  • Technologies
  • Networks and connectedness
  • Disintermediation
  • Discontinuities and “black swan” events
  • Volatility
  • Cyber risks
  • Behavioural finance

Who will benefit?

This seminar is designed for senior financial managers, including controllers and CFOs, who want to help their organization survive and prosper, as well as accountants and consultants who advise clients.

For further information or to register for Surviving Disruption, click here


4. Internal Control Refresher – November 29, 2018

Topics include:

  • Improving and implementing controls
  • One more time: what is internal control, really?
  • The 1992 and 2013 COSO internal control models
  • Controlling the budget process
  • Spreadsheet controls
  • Designing controls

Who will benefit?

This seminar is designed for CPAs and other financial professionals, including controllers and CFOs, who want to help their organization’s efficiency and effectiveness, as well as anyone who advises clients on effectiveness, structure or controls.

For further information or to register for Internal Control Refresher, click here


About the instructor

Jeffrey D. Sherman has over 25 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, start-up enterprises and initial public offerings.

Mr. Sherman is a popular presenter and was an adjunct professor at York University for 15 years. He is a frequent course director and course author for many organizations including provincial bodies of chartered professional accountants across Canada, and the Law Society of Upper Canada, and has written many magazine articles and over 20 books. He is also the author of First Reference’s Internal Control Library, including Finance & Accounting PolicyPro®, Information Technology PolicyPro® and Not-for-Profit PolicyPro®.

Comments from previous attendees

One of the best courses I have attended.

Very relevant as to how to help your business by being a finance leader.

Overall great and very worthwhile.

Excellent facilitator. His depth and breadth of experience was the key to the success of the program.

Great presenter. I learned much more than I expected to.

Learn more and register at gtaaccountantsnetwork.com.

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Adam Gorley

Editor at First Reference
Adam Gorley, B.A. (Phil.), is a researcher, content provider and editor. He contributes regularly to First Reference Talks and Internal Control blogs, HRinfodesk and other First Reference publications. His areas of focus include broad human resources issues, corporate social responsibility, corporate governance and government policies, information technology and labour market trends.Read more
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