Controllership - Operational Management (Live Webinar - Multi Segment)
Overview
Participants will build the practical skills and toolset required to operate as an effective controller—focusing on the steward and operator roles—with emphasis on career management, team leadership, financial performance, data and analytics, risk, and relationship management. Participants will examine realistic scenarios to prioritize development areas, design action plans for new or evolving roles, and strengthen how controllership supports organizational value.
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This course has offering(s) that take place over multiple segments:
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Applicable for
- Finance professionals transitioning to, or ne in, a controllership role.
- Experienced controllers seeking updated tools, ideas, and a structured refresher on operational management.
Learning Objectives
- Distinguish the controller’s four roles (steward, operator, catalyst, strategist) and prioritize personal development areas.
- Establish an onboarding and 90-day action plan for a new controllership role, including quick wins and stakeholder mapping.
- Align finance operations with organizational needs by strengthening HR, hiring/retention, performance management, and policy frameworks.
- Build a performance-measurement toolkit—linking financial and non-financial indicators, data analytics, and dashboards to decision-making.
- Use AI to support the work of the controller in daily operations.
- Implement core risk, internal control, and relationship-management practices to support the business and safeguard integrity.
Content
- Today’s controller: roles, responsibilities, and value creation.
- Managing your career: effectiveness, time/email management, technical breadth, balance, and change readiness.
- Working with your team: starting as a new controller; accounting/finance essentials; data analysis and AI skills; small vs. large organization nuances; NFP/public sector considerations.
- Supporting the business: HR policies and procedures, hiring/retaining talent, performance management, financial management, analytics, data integrity, cybersecurity, and use of AI.
- Interactions and influence: connector mindset, risk management, internal control, fraud awareness, and key relationship strategies.
- Mini-cases and worksheets to apply concepts to practical decisions.
Course Dates & Registration
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MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 7
- CPD Hours
- 0.5
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Controllership - Operational Management (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0.5
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Participants will build the practical skills and toolset required to operate as an effective controller—focusing on the steward and operator roles—with emphasis on career management, team leadership, financial performance, data and analytics, risk, and relationship management. Participants will examine realistic scenarios to prioritize development areas, design action plans for new or evolving roles, and strengthen how controllership supports organizational value.
|
This course has offering(s) that take place over multiple segments:
|
Applicable for
- Finance professionals transitioning to, or ne in, a controllership role.
- Experienced controllers seeking updated tools, ideas, and a structured refresher on operational management.
Learning Objectives
- Distinguish the controller’s four roles (steward, operator, catalyst, strategist) and prioritize personal development areas.
- Establish an onboarding and 90-day action plan for a new controllership role, including quick wins and stakeholder mapping.
- Align finance operations with organizational needs by strengthening HR, hiring/retention, performance management, and policy frameworks.
- Build a performance-measurement toolkit—linking financial and non-financial indicators, data analytics, and dashboards to decision-making.
- Use AI to support the work of the controller in daily operations.
- Implement core risk, internal control, and relationship-management practices to support the business and safeguard integrity.
Content
- Today’s controller: roles, responsibilities, and value creation.
- Managing your career: effectiveness, time/email management, technical breadth, balance, and change readiness.
- Working with your team: starting as a new controller; accounting/finance essentials; data analysis and AI skills; small vs. large organization nuances; NFP/public sector considerations.
- Supporting the business: HR policies and procedures, hiring/retaining talent, performance management, financial management, analytics, data integrity, cybersecurity, and use of AI.
- Interactions and influence: connector mindset, risk management, internal control, fraud awareness, and key relationship strategies.
- Mini-cases and worksheets to apply concepts to practical decisions.
Course Dates & Registration
MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023. MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.