Course details

    1. Presentation

    2. Recording

About this course

  • $107.00
  • 2 CPD hours
  • June 7, 2023

Course description


  • Discussion of an insightful case based on a corporate monthly package, with lots of takeaways
  • Going from the big picture to the small picture
  • Industry comparisons and different roll-ups
  • Cash is king
  • Telling the story – the narrative
  • Better comparatives
  • Too much versus too little information
  • Create more useful comparatives
  • Reporting schedules that others don’t produce
  • The information that no one includes, but you will after the webinar
  • Risk discussions & estimates
  • Different & useful schedules that have value
  • Look ahead, don’t just look back
  • Creation of KPIs that complement the report


    Any accountant involved in financial reporting, It is aimed at accountants in leadership positions, such as Controllers, CFOs and directors of finance, as well as those in public practice or consulting, who advise clients. Accountants from large companies, government and not-for-profits also find the course useful. It is also helpful for senior financial analysts.


Stephen Priddle

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD and also the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies. SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.

​An engaging and experienced teacher, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories. This is a refreshing change from the usual dull technical courses for accountants and business people. Through his courses, he has interacted with over 23,000 financial leaders and thus stays on the leading edge in terms of best practices and hot topics.

Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.

Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters.

Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.