Worldwide Controlling, Finance and Accounting Training

The Original – since 1971

Practice makes for Good Practice

Wherever you are.Develop your controlling know-how.

Take Advantage of over 40 Years of Controlling KnowledgeExperience all the necessary hard skills and soft skills you require for controlling and accounting in order to do justice to your demanding task as navigator of the company.

➤ How you as a controller or manager can play a decisive part in the success of your company.The five step program of the Controller Akademie is a systematic, modular training and further training program. It has stood the test of time over a period of more than 40 years and is continuously being further developed. Each seminar can be individually booked. In this way you can plan your participation ideally according to your own schedule.

Our flagship – Controlling and the Controller seminar Stage I – has been carried out more than 1,000 times as public seminars and in-house trainings to date.

The training courses of economic methods and social behaviour form at the same time a unity that makes sense.

From cost centre accounting to strategic planning, from regular feedback to the facilitation of heterogeneous groups, you approach the objective of your training step by step: to develop, ensure and confirm your capability to elucidate all controlling topics and to act as a professional controller and a figure- minded manager.

“A controller does not hide behind figures but is always on the way to the customers – as a consultant and a partner of management.” Dipl. -Kfm. Dr. Dr. h. c. Albrecht Deyhle, Founder of the Controller Akademie

Controller’s Education and Training Program in Five StagesOur 5 stage training program – equivalent to the original German Diploma program with over 50,000 participants has characterized the controlling landscape in Central Europe for over 40 years.

➤ How your controller knowledge becomes a relevant factor for your companyThe best instruments, tools, results, reports and graphics are only ever as good as the strength of argumentation, the presentation skills and the persuasive power of the controller. As such, in order to bring transparency into a company, a controller requires entrepreneurial understanding and psychological intuition.Precisely that is the objective of our seminar series: to train you for your actual role in the company as a consultant and a partner of the management.

Our seminars are also true to this contextual requirement in their practical methodology: we concentrate on the economic tools of the controller and their concrete application in business practice.

➤ Who profits from the seminar Managers and employees in controlling, financial accounting as well as in cost accounting, corporate planning, management information, business administration and development.

Managers from sales, marketing and production.

➤ What awaits youYou attain the most sustainable success in learning if you attend the seminars step by step.

The individual steps build on each other, as regards content, and step by step they lead increasingly from the network of the topics to the detail relevant to practice.Controller’s Stage I seminar provides an overview of the most important components of the controlling system and its connections. It serves for compact orientation and is well suited as an individual seminar for managers. Stage II and III extend, complement and deepen the controller’s toolbox. Stage III additionally teaches the essentials about reporting, communication and leadership competencies.Workshop Stage IV and V attend to the application and implementation of the instruments developed. The training of presentation and moderation skills is intensified. With each stage, your active participation increases.

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➤ Your advance in knowledge:

✓ You receive an overview of the whole controlling system

✓ You extend your scope of action as a controller

✓ You deepen, strengthen and develop your international controlling competency

✓ You train your skills of argumentation and elucidation in the English language

I. Controlling as management Process of setting objectives, planning and navigating

II. Management Accounting“Accounting Panorama” How to build the accounting systemThe management result account with contribution marginsController’s cost cubeCost planning and cost managementProduct costing

III. Corporate PlanningPlanning and prognosisStrategic, operational and reactive planning toolsIntegration of planning methods and processesOperational budget and measure-taking plans

IV. Performance Measurement and ManagementPrinciple of Management by ObjectivesBalance sheet structure and profit targetFrom the ROCE tree to value and cost driversProfit centre controlling and internal chargingForecast oriented reporting

V. Controller’s FunctionController as business partner of managementRequirements for controllersController organisation

Your first step to comprehensive controller knowledge With your registration for the first stage of our seminar series you are setting the foundation for success: attain an overview of the most important components of controlling as well as about the design and the interplay of the most important controlling tools. You also learn how to integrate and apply these instruments in your concrete business practice. This program gives international companies an opportunity to implement a shared understanding of controlling issues on a global basis. Our experienced trainers support you in doing this throughout the whole seminar.

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Objective of the seminarYou get to know all functions and techniques of a controller

You have the controlling system as a whole in sight

You know how the various controlling instruments interact and how to implement them

You learn how to successfully integrate controlling into your individual business processes

Content Stage I seminar

Stage I Seminar: Controlling and the Controller Comprehensive learning of all essential methods of controller practice for accounting, corporate planning and reporting. This is the way to achieve your business objectives successfully.

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“ Provide for perspective with the cost cube and analyse cost circumstances in a three-dimensional way.” Dr. Thomas Biasi

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I. Reinforcing Management AccountingProduct costing model, target contributionTarget costing – strategic calculation from the market point of viewBudget planning with computer based consolidation

II. Controlling of Overheads / fixed (structure) CostsStandards of performance for servicesZero Base Budgeting, Overhead Value AnalysisActivity Based Costing and pricing

III. Sales ControllingIntegration of strategic and operational sales controlling toolsThe sales profit centre and its sales dashboard of key performance indicatorsCustomer result account and portfolios

IV. Financial AccountingThe financial accounting systemProfit and Loss Account according cost summary and cost of sales methodBalance sheet and cashflow statement

V. Financial ControllingAnalysis of financial ratios: liquidity, profitability and stabilityFinancial management and working capitalHolistic controlling in three dimensions

VI. Value Based ManagementInvestment calculation: pay back period, net present value, internal rate of returnInvestment portfolio and strategic analysisShareholder Value and Economic Value AddedTM

WACC: weighted average cost of capital

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Objective of the seminar You get to know the meaning and procedure of an integrated profit planning and financial planning

You are proficient in all important controlling tools and know how to implement these in practice

You provide for transparency of results and finance as an architect of method

You integrally focus your navigation function on all stakeholders in your company

Content Stage II seminar

Stage II Seminar: Controller’s Toolbox and FinanceExtend your in-depth knowledge in controlling method components such as product costing, activity based costing and financial planning. Get ready for practice!

Now work through all finance methods in a practice-oriented way.This seminar prepares you optimally for the controlling of the business as a whole. Go into greater depths with the controller tool box of management accounting worked on in Stage I and extend this to financial accounting, value based manage-ment and sales controlling. In doing this become an architect of method and direct your navigational function both to internal management and external stakeholders.

“ Integrated transparency does not stop at finance: Cash is king!”

Dipl.-Ing. Dr. Klaus Eiselmayer

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I. Controlling and Organizational DevelopmentPhases of development within a company Risks and opportunities Controllers’ function in the various development phases

II. Project ControllingCriteria of success for projects The course of a project and its successive stages of decisionmakingIntegration of project planning and corporate planning

III. Holistic Thinking and ActingMOVE concept for change guidelines and rulesExercise to manage complexity and paradox objectives

IV. Reporting: Factor of SuccessUser oriented business charts and tables Excel hints to put into practice the reporting SUCCESS rulesBusiness Intelligence

V. Balanced Scorecard as Performance Management SystemIntegration of strategies and the operational business controlling with strategic and operational key performance indicatorsBalanced Scorecard applied to personnel (HR) controlling

VI. Communication and Co-operationCo-operation used as an instrument to establish and define relationshipThe “co” functions: co-orientation, communication and collaboration Communication models

VII. Group Dynamics and Leadership CompetencesPatterns and examples of team work, types of groups Factors influencing the leadership situation, various styles of leadershipPrinciples of how to secure the transfer of know-how

Stage III – Reporting and CommunicationWork on how managers and controllers operate objective- oriented controlling and achieve successful business excellence in this way.

Prepare yourself ideally for the management processStage III imparts all required principles of communication and hands-on leader-ship. Complement your controlling instruments and methods which are needed during fundamental in-company changes. Find out about everything regarding organizational development, strategic development by way of balanced scorecard and project controlling. Understand how to develop the relevant key performance indicators. Learn to communicate and report in a user-friendly way. In doing so, you can significantly influence business decisions.

“ For reports to make a difference, they have to be well received by the recipient.”

Dipl.-Ing. Dietmar Pascher

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Objective of the seminar You learn how to apply all controlling methods as leverage in a dynamic management process

You are in the position to organize your daily reporting (relevant key ratios) as a communicative experience

You know how to interact with the management in an objective-lead way and are proficient in a culture of communication which directly produces measures to control

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Content Stage III seminar

I. Concept of a Management Accounting SystemDesign of the cost centre accounts (including activity based costing) Requirements for product costingBuild up a target oriented management account

II. Development of a Strategic and Operational Planning ConceptDesign a framework for budgetingCore elements of a business planExternal requirements as e. g. risk management and rating

III. Implementation of an Integrated Result and Financial PlanningCentral and decentralized planning (top down – bottom up)Organize and carry out a strategic and operational planning meeting Elaborate a finance budget based on planned sales, costs and the investment budgetWork out a planned balance sheet, a cash flow statement and financial ratios

IV. Workshop of Controlling Topics Relevant to Actual PracticeController as a change agent in development of controllingHow to organise the “storage of ideas” and to set prioritiesTopics of our participants and latest trends in controlling as controlling and IFRS, value based controlling, beyond budgeting and intellectual capital

V. Controlling of the Controller ServiceTransparency of the controller servicePerformance measurement for controllersBalanced scorecard for the controller service

“ A budget process in the team strengthens the commitment of all those involved.”

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Objective of the seminar You learn to apply the methods and functions of controlling

You work on your topics from your own practical experience and develop these further in your team of colleagues

You update your knowledge about the developments in controlling to current status

You experience how to make continued improvements by the “self-controlling” of the controller service

Content Stage IV workshop

Stage IV – Planning and ImplementationUse all important controlling methods hands-on. Get to know the distinctive characteristics of your company.

Learn how to apply your knowledge in a concrete company case study With this workshop you overcome the hurdles between theoretical knowledge and practical proficiency. The distinctive characteristics of a company, such as size, industrial sector, stage of development, are consistently taken into consideration. Learn how to deal with all new situations which influence the current controlling scene, such as the merging of managerial and financial accounting, value based management or controlling of intellectual capital. Within the team you accumulate valuable transfer experiences for practical application in your own company.

Dipl.-Ing. Dr. Klaus Eiselmayer

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I. Method TrainingYou develop a strategic concept for a start-up business based on the evaluation of the economic situation and prognoses availableSWOT analysis (Strengths, Weaknesses, Opportunities, Threats)Techniques of visualisation, presentation and facilitation

II. Personal SkillsBehavioural indicators for competition or co-operation in teamsFacilitation and moderation of small groups as well as a plenary sessionPresentation in front of a plenary audienceBehavioural recommendations in these situationsVideo analysis

III. Solving Complex Problems in TeamsPhases, which teams go throughCharacteristics of high performing teamsGuidelines for successful teamworkVisualisation of results

IV. Transfer into practiceWhich of the things I have learned this week am I willing to put into practice?How will my colleagues, boss, friends see that I have changed something?Diploma worthy presentations of top class solutions

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You extend your communicative competencies

You know the success factors when solving complex problems

You are proficient in the most important rules of presentation for your “sales pitch” as controller

You fulfill the role model of the controller as facilitator of group processes

Stage V – Presentation and Moderation Improve your communicative skills, increase your emotional intelligence and convince your business associates in practice.

Extend your ability to solve problems with targeted behavioural trainingIn this workshop all the soft skills which are required to improve the management process are taught. You find out how you as a controller are a catalyst for conferen-ces, communication (presentation and visualization) and coordination (strategic-operational budgets).You learn how to understand difficult facts, to get to the heart of the matter and to draw up proposals from which decisions can be made immediately. You improve your communication skills and understand how to solve problems in a team.

“ Controllers are also sales people and therefore require the right soft skills.”

Dipl.-Ing. Dietmar Pascher

Content Stage V workshop

Profit from Recognized Business Competence.Highly professional trainers and practice-oriented learning contents guarantee the completion of a course which is highly valued in the management world.

The completion of a course at the Controller AkademieOur courses stand for a high level of quality and continuity in the training of controllers.

Controller’s DiplomaThe Controller’s Diploma certifies your comprehensive capability to elucidate and to act in controller practice. Your contribution throughout all five stages is confirmed with this diploma. In seminar Stage V your presentation as a self–examination is evaluated by the trainer and the team of participants.

Controller’s certificateOn the way to our Controller’s Diploma we acknowledge your progress with the Controller’s Certificate after having attended seminars Stage I and II as well as our Stage IV workshop. The Controller’s Certificate focuses on the hard skills and is intended for participants who want to concentrate on the methodically specialist topics first.

CMA approved CPE creditsAll Controller Akademie seminars meet the requirements for professional education training credits from IMA.

Your team of trainers at the Controller AkademieAll members of the Controller Akademie team are dedicated trainers and coaches with heart and soul. In real terms this means that each Controller Akademie trainer proves their value in 130 seminar days per year in training courses and coaching. A third of this time is spent putting our concepts into practice and carrying out internal workshops and projects in companies. Being up-to-date and practice-oriented as well as having a wide knowledge of the different types of businesses makes us stand out, as our experiences in corporations and companies from all businesses permanently flow into the learning content of our seminars.

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In-house Seminars, Workshops and CoachingThe Controller Akademie is your partner for in-house training and coaching in all controlling and accounting matters.

➤ In-house Seminars Our in-house seminars aim to impart knowledge about topics relevant to controlling. They are primarily intended for managers and specialists, who themselves do not carry out any controlling function, but, as a competent business associate for controllers, should share the idea and basic under-standing of controlling. In addition we offer topic-centred controller seminars in a compact form. We integrate the content and method of our in-house seminars into your existing processes of personnel development, e. g., within the framework of your own training centre or training program. During in-house seminars all seminar working papers are provided by the Controller Akademie.

➤ Coaching and WorkshopsBeyond pure training measures we are pleased to stand by your side when implementing your new projects and establishing new processes. We strive for the quickest possible transfer of knowledge. Guidance to do things yourself is first and foremost our priority as this enables you to achieve your objective with minimal external support.

Workshops serve the purpose of working together, e. g. for developing and implementing a strategy. In this case we see ourselves as facilitators sup-porting you in finding and working on a solution.

“The way of training and the particular presentation method of the CA trainers enhanced my controlling abilities.”

Jan Šulc, Manager Financial Controlling, Continental Teves s.r.o., Czech Republic

➤ Tailor-made programsThe extent, order of events and structure of our services are each individually discussed with you as a customer. Seminars and workshops according to the individual needs of our customers consist of mainly two to three days of intensive work in order to guarantee an intensive level of activity with the topic at hand. We also offer one-day training sessions to deal with compact, very concentrated topic areas.

➤ Training techniques The Controller Akademie attaches great importance to presentation centred on participants and to the greatest possible learning and transfer effects in all seminars and workshops. Besides the topic-oriented presentations by trainers, our seminars also include case studies, role plays, and group work if time permits. Customers and participants can also contribute their own topics.

➤ Presentation LanguagesApart from in the English language, seminars, workshops and coaching are provided in German, of course, and in Spanish, Italian, and French. Training in further languages is covered by partners. This is especially convenient for international companies. Contact us for further information.

CostsThe Controller Akademie charges a daily rate for in-house seminars and workshops. The documentation for up to 25 participants is included in the fee. Expenses for the trainer’s travel and accommodation are charged separately. Please contact our office for a detailed quotation.

DatesExtensive training projects require sufficient preparation time to ensure that the individual customer needs are met. So, please remember to contact us half a year in advance to agree upon an appropriate date for the seminar or workshop planned. We may, however, depending on our commitments be able to organize a training session within a shorter period of time. Please contact us to find out the earliest possible date.

ContactFor information and appointments please contact Ms Doerte IschebeckPhone: +49 (0)89 893134 – 23E-mail: d.ischebeck@controllerakademie.de

Booking

➤ Your benefits:

✓ Managers strengthen and develop their controlling and finance competencies.

✓ International companies implement a shared understanding of controlling issues on a global basis.

CA Controller Akademie privates Institut für Unternehmens- planung und Rechnungswesen AG

Leutstettener Str. 2

D-82131 Gauting/München

P.O. Box 1168, D-82116 Gauting

Telephone +49 (0)89 89 31 34-0

Telefax +49 (0)89 89 31 34-25

akademie@controllerakademie.de

www.controllerakademie.de/english

The Controller Akademie is the market leaderThe Controller Akademie is the leading training institute for controlling in German speaking countries and was founded in 1971 by the renowned pioneer of controlling Dr. Dr. h. c. Albrecht Deyhle. His motto still stands today: Practice makes for Good Practice! Our seminars are annually attended by more than 5,000 participants.

Our training philosophyThe highest amount of interaction possible is our aim in training courses. Memorable pictures and memorable stories characterize the seminar. All content is developed “zero– based” on flip charts or pin boards. Participant–friendly learning with fun and joy, far away from slide shows, guaran-tees a unique experience.

Sustainable satisfaction with the seminars evolves from the transferal of the content being learnt successfully and being put into practice. For this reason we only train practice- oriented, implementable tools of controlling. The assurance of transferal in the seminar is of particular importance to us.

About the Controller Akademie

Our seminar seriesThe Controller Akademie offers seminars and workshops for controllers and managers involved in controlling, right across the whole topic area of controlling. We are renowned for our intensive five stage training program including evening sessions. This diploma program is complemented by specialist and behaviour–oriented seminars for control-lers and managers. In addition to this, we assist large and small companies within the framework of in-house training and coaching. You can receive further information at www.controllerakademie.de/english

Our trainer teamOur team comprises professional, full time trainers with practical and international experience. Years of training experience with annually around 130 training days per trainer speaks for our competence. All of us are practitio-ners, most of us former controllers. During company projects we are in constant dialogue with the most current developments in controlling practice.

Practice makes for Good Practice

1 Dr. Thomas Biasi | 2 Dipl.-Ing. Dr. Klaus Eiselmayer

3 Dipl.-Volkswirt Prof. Dr. Martin Hauser | 4 Dipl.-Psych. Dr. Friedrich E. Heil

5 Dipl.-Oec. Guido Kleinhietpaß | 6 Dipl.-Ing. Dr. Markus Kottbauer

7 Dipl.-Ing. Dietmar Pascher | 8 Dipl.-Kfm. Gerhard Radinger

9 Dipl.-Kfm. Jens Ropers | 10 Lic. oec. HSG Markus Stamm

11 Dipl.-Kfm. Prof. Detlev R. Zillmer

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➤ Contact and Registration

For dates, fees and registration see www.controllerakademie.de/english, or contact our office by phone +49 89 893134-0, fax +49 89 893134-25 or e-mail akademie@controllerakademie.de