Corporate Services

Training and Facilitation

At significant element of the FocusROI culture is a strong commitment to continuous learning. Every staff member is expected to fully up to date in their area of specialty. This learning is then reinforced through teaching, writing articles and client assignments where we address the practical implications involved.

Stuart Hartley and Marcus Guenther (see about us) spend a considerable amount of their time each year developing and presenting training programs. They consistently receive excellent course evaluations which are usually in the range of 85-95%.

FocusROI provides training courses ranging from standard (lower cost) courses to highly customized courses designed for a specific purpose. Some typical training assignments are outlined below:

Audit Committee (or Board of Director/senior management) briefings
30-60 minute (or longer) briefings on subjects such as:

• Audit committee roles and responsibilities
• IFRS basics
• Internal control certification
• Risk management
• Internal audit

Team/group training
Half or full days on subjects such as:

• Understanding the new Canadian auditing standards
• Risk based auditing – the basics
• Understanding IFRS
• IFRS implementation
• Internal control certification requirements
• Using PEM forms cost effectively
• Benefits of using risk management
• Implementing a risk management process
• Change management – the basics
• Quality control – policies and procedures
• Specific matters (such as weaknesses identified in a monitoring report)

Round tables
Half or full day sessions to develop tailored and practical firm/entity plans to implement new requirements, plan for the future, develop new policies and procedures or make important changes in entity culture or operations. These sessions contain brief presentations on new requirements or session objectives and facilitated sessions to obtain input from participants and develop the specific action plans required.

Lunch and Learn sessions
FocusROI can provide 45 to 60 minute “Lunch and learn” seminars directly into your office (or offices). All that is needed is high-speed web access, an LCD projector and a telephone with a speaker phone. These sessions would be live, interactive (questions could be asked at any time) and would qualify for professional development credits. Subject matter could include updates on new standards and shorter versions of the topics presented under team/group training above. These live sessions provide a cost effective training tool that can easily be incorporated into your partners’ and staff’s schedules.

FocusED web seminars
FocusROI is currently developing a series of 30-60 minute courses that address a number of popular subjects. These webinars may first be presented live and then available on demand over the web. These webinars enable entities/firms to train their entire staff at the same time and for one low price without even having to leave the office. Further details will be available soon.

Typical costs
Our rates for presenting (in person) training courses range from

• $600 (plus travel costs) for a standard one hour presentation
• $1,100 (plus travel costs) for a standard half day presentation
• $1,800 (plus travel costs) for a standard full day presentation

Where tailored course content (such as for a specific group) is required we would be pleased to provide a quote which will be based on an estimate of time required. In some cases there may also be additional costs if course content, developed by others, is used.

Call us (416 594-0005) for a free quotation on your training needs or email us at info@focusroi.com