STC-1 (Technology and Systems) (2008) Summary Table of Contents: CONTROLLERSHIP GUIDE: TECHNOLOGY AND SYSTEMS T0 – Introduction ................................................................................................................ T0-1 T1 – Information technology ............................................................................................... T1-1 T1A – Checklists and forms .................................................................................... T1A-1 T2 – Environment ............................................................................................................... T2-1 T2A – Checklists and forms .................................................................................... T2A-1 T3 – Business process improvement .................................................................................... T3-1 T3A – Checklists and forms .................................................................................... T3A-1 T4 – Human resources and payroll ...................................................................................... T4-1 T4A – Checklists and forms .................................................................................... T4A-1 T4B – Canada Revenue Agency Guides .................................................................. T4B-1 T5 – Facilities and equipment ............................................................................................. T5-1 T5A – Checklists and forms .................................................................................... T5A-1 Index .................................................................................................................................. TI-1
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T5 – Facilities and equipment ............................................................................................. T5-1
T5A – Checklists and forms .................................................................................... T5A-1
Index .................................................................................................................................. TI-1
Detailed Table of Contents:CONTROLLERSHIP GUIDE:
TECHNOLOGY AND SYSTEMS
T0 – Introduction
T0.1 – Technology and systems ............................................................................................ T0-1T0.2 – How to use this book................................................................................................. T0-4T0.3 – The author .................................................................................................................... T0-6
T1– Information technology
T1.1 – Overview........................................................................................................................ T1-1T1.2 – Systems and strategy .................................................................................................. T1-3T1.3 – Managing information technology.......................................................................... T1-7T1.4 – IT controls .................................................................................................................... T1-20T1.5 – Enterprise resource planning .................................................................................... T1-34
T1A – Checklists and forms
T1A.1 – Information technology ......................................................................................... T1A-3T1A.2 – Accounting system .................................................................................................. T1A-13
T2 – Environment
T2.1 – Overview........................................................................................................................ T2-1T2.2 – Sustainability................................................................................................................ T2-3T2.3 – Business and the environment.................................................................................. T2-6T2.4 – Carbon credits.............................................................................................................. T2-8T2.5 – Financial impact of the environment...................................................................... T2-11T2.6 – Accounting for the environment.............................................................................. T2-17
T2A – Checklists and forms
T2A.1 – Environmental issues .............................................................................................. T2A-3T2A.2 – Accounting for the environment.......................................................................... T2A-5
T3 – Business process improvement
T3.1 – Overview........................................................................................................................ T3-1T3.2 – Business process improvement ................................................................................. T3-2T3.3 – Total quality management ........................................................................................ T3-5T3.4 – Business process re-engineering................................................................................ T3-7T3.5 – Implementing BPR ..................................................................................................... T3-12T3.6 – Ideas for the future..................................................................................................... T3-23
T3A – Checklists and forms
T3A.1 – Improving business processes ............................................................................... T3A-3
Index........................................................................................................................................... TI-1Consolidated Index ................................................................................................................. M1-1
CONTROLLERSHIOP GUIDE: TECHNOLOGY AND SYSTEMS________________________________________________________________________________________________________________________
P0 – IntroductionP1 – Controllership and managementP2 – Risk and controlP3 – Planning and budgetingP4 – Performance measurement and management reportingP5 – Financial reportingIndex
Control
C0 – IntroductionC1 – Cash managementC2 – Receivables and receiptsC3 – InventoryC4 – Purchasing and payablesC5 – Tax administrationIndex
Costing
S0 – IntroductionS1 – Costing methodologiesS2 – Activity-based costingS3 – Value chain analysisS4 – Transfer pricingIndex
Technology and Systems
T0 – IntroductionT1 – Information technologyT2 – EnvironmentT3 – Business process improvementT4 – Human resources and payrollT5 – Facilities and equipmentIndex
CONTROLLERSHIP GUIDE –THE COMPLETE SERIES
DETAILED TABLE OF CONTENTS
Planning and Reporting
P0 – IntroductionP0.1 – Technology and systemsP0.2 – How to use this bookP0.3 – The author
P1 – Controller ship and managementP1.1 – Role of the controllerP1.2 – Hitting the ground running: Advice for the new controllerP1.3 – Working with the CEO and the other managersP1.4 – Working with customers, suppliers and outside professionalsP1.5 – Working smarterP1.6 – Ethical issuesP1.7 – Managing the finance departmentP1.8 – Managing deadlines and commitments
P1A – Checklists and formsP1A.1 – Preliminary snapshot: controller’s management roleP1A.2 – New controllers: getting off to a good startP1A.3 – Working with the owner and key managementP1A.4 – Dealing with outside professionalsP1A.5 – Working smarterP1A.6 – Ethical issuesP1A.7 – Start-up checklist for new controllersP1A.8 – Preliminary snapshot: time managementP1A.9 – Linking personal effectiveness to organizational effectivenessP1A.10 – Creating a best practice plan for your own timeP1A.11 – Assigning time to the key aspects of the controller’s positionP1A.12 – Time wasters to be avoidedP1A.13 – Getting organizedP1A.14 – Effective leadership role in time managementP1A.15 – Time management for a home officeP1A.16 – Effective control of personal time and paperworkP1A.17 – Preliminary snapshot: managing the finance departmentP1A.18 – Organizing the accounting staffP1A.19 – Meeting key commitments and due datesP1A.20 – Directing the monthly closing processP1A.21 – Monthly general ledger closing forms
P1B – Sample policies and proceduresP1B.1 – Example policy and procedure: Customer order processingP1B.2 – Example policy and procedure: General accounting procedures
P2 – Risk and controlP2.1 – Business strategyP2.2 – Internal controlP2.3 – Risk assessment and risk managementP2.4 – Insurance
P2A – Checklists and formsP2A.1 – Corporate strategyP2A.2 – Investment and funding overviewP2A.3 – Control overviewP2A.4 – Preliminary snapshot: risk managementP2A.5 – Defining and identifying risksP2A.6 – Risk management alternativesP2A.7 – Business and market riskP2A.8 – Individual riskP2A.9 – Property riskP2A.10 – Other risk and liabilityP2A.11 – Environmental riskP2A.12 – Tendering insurance renewalP2A.13 – Risk reduction and cost savingsP2A.14 – Other insurance issuesP2A.15 – Risk profile questionnaire
P2B – Internal control questionnairesP2B.1 – Internal control evaluation tool – Control environmentP2B.2 – Internal control questionnaire: accounts receivable
P3 – Planning and budgetingP3.1 – Business planningP3.2 – Strategic planningP3.3 – The budgetP3.4 – Preparing the budgetP3.5 – Planning capital expenditures
P4 – Performance measurement and management reporting
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
C3B – Internal control questionnaireC3B.1 – Key controls: inventory
C4 – Purchasing and payablesC4.1– OverviewC4.2 – PurchasingC4.3 – Accounts payableC4.4 – PaymentsC4.5 – Purchasing and payables reports
C4A – Checklists and formsC4A.1 – Preliminary snapshot: purchasing and payablesC4A.2 – Monitoring purchasing activities
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
C5A – Checklists and formsC5A.1 – Preliminary snapshot: Tax administrationC5A.2 – Developing a tax administration systemC5A.3 – Meeting CRA reporting requirementsC5A.4 – GST/HSTC5A.5 – Tax planning strategiesC5A.6 – Provincial and local taxesC5A.7 – Dealing with the CRAC5A.8 – Tax record and record retention policies
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
S1A – Checklists and formsS1A.1 – Traditional cost managementS1A.2 – Strategic cost managementS1A.3 – Cost systems designS1A.4 – Direct costingS1A.5 – Absorption costingS1A.6 – Standard cost versus actual costS1A.7 – By–product costingS1A.8 – Variance analysisS1A.9 – Activity-based costingS1A.10 – QualityS1A.11 – Product life cycle costing
S2 – Activity-based costingS2.1 – OverviewS2.2 – Why use activity-based costing?S2.3 – The ABCs of ABCS2.4 – Activities and cost driversS2.5 – Implementing ABCS2.6 – Advantages and disadvantages of ABC
S2A – Checklists and formsS2A.1 – Understanding and implementing ABCS2A.2 – Activity-based costing
S2B – Case studyS2B.1 – Implementing ABC in a service business
S3 – Value chain analysisS3.1 – OverviewS3.2 – Value chainS3.3 – Supply chain and supply chain managementS3.4 – Creating valueS3.5 – Accounting and the value chain
S3A – Checklists and formsS3A.1 – Value chain analysis
S4 – Transfer pricingS4.1 – OverviewS4.2 – Elements of transfer pricingS4.3 – Methods and techniquesS4.4 – CRA requirements
S4A – Checklists and formsS4A.1 – Transfer pricing
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
S4B – Canada Revenue AgencyS4B.1 – IC 87-2R: International transfer pricingS4B.2 – IC 94-4R: International transfer pricing: advance pricing arrangements
Index
Technology and systems
T0 – IntroductionT0.1 – Technology and systemsT0.2 – How to use this bookT0.3 – The author
T1– Information technologyT1.1 – OverviewT1.2 – Systems and strategyT1.3 – Managing information technologyT1.4 – IT controlsT1.5 – Enterprise resource planning
T1A – Checklists and formsT1A.1 – Information technologyT1A.2 – Accounting system
T2 – EnvironmentT2.1 – OverviewT2.2 – Business and the environmentT2.3 – Carbon creditsT2.4 – Financial impact of the environmentT2.5 – Accounting for the environment
T2A – Checklists and formsT2A.1 – Environmental issuesT2A.2 – Accounting for the environment
T3 – Business process improvementT3.1 – OverviewT3.2 – Business process improvementT3.3 – Total quality managementT3.4 – Business process re-engineeringT3.5 – Implementing BPRT3.6 – Ideas for the future
T3A – Checklists and formsT3A.1 – Improving business processes
T4 – Human resources and payrollT4.1 – Overview
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________
SERIES DETAILED TABLE OF CONTENTS________________________________________________________________________________________________________________________