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Conferences
CGMA Exam Live Review Course
April 8-10, 2019
|
AICPA Boardroom, Durham, NC
| Live online
Conference details

The CGMA designation elevates the profession of management accounting and showcases your value around the world. To obtain the CGMA designation through the AICPA, qualified candidates must pass the CGMA exam, meet the experience requirements and be a member of AICPA.

The CGMA exam is an integrated, comprehensive strategic case study that assesses the competencies required in today’s business environment. Candidates are required to apply theoretical and practical knowledge to a real-world scenario in order to demonstrate their ability to guide business decisions.

During the three-hour exam, candidates wil be presented with multiple tasks related to the business case. Along with the tasks, new information will change the business scenario and require candidates to adapt their answers. This will require a knowledge of strategic financial management, business strategy, and enterprise risk management. It will also require the need to demonstrate business judgement, people skills and finance leadership skills. Overall, the exam will test one’s ability to rise to the position of CFO.

The course instructor will lead participants through an in-depth analysis of the pre-seen material, along with tasks and mock exam scenarios designed to test candidates’ readiness to sit for the exam. Through facilitated discussion, attendees will benefit from a variety of diverse perspectives and collective experience in addressing the problems and tasks. This will challenge participants’ assumptions on the role of finance leadership in today’s business organization.

All discussions and tasks will be based on the case study pre-seen material in order to stay focused on passing the CGMA exam. Simulated, time-constrained exam tasks will be graded and returned for discussion during the course.

The CGMA Exam Live Review Course is designed to teach:

  • Key themes and issues in the advanced information (“pre-seen material”) for the upcoming exam case study
  • Leading-edge perspectives and skills in strategic financial management
  • Tips for producing the best responses to optimize responses and maximize scores on the exam

Key topics covered

  • The CGMA exam - this section covers the skills and competencies that the exam will assess and the nature of the assessment and grading process

  • Interpreting the pre-seen material – this section identifies the managerial and strategic issues facing the organization in the case and will anticipate likely exam-day tasks

  • Strategic Business Management – the application of techniques of strategic management and strategic management accounting to the organization. These include methods of strategy formulation, conducting the corporate appraisal, dealing with stakeholders and issues of corporate social responsibility and business ethics, generating and evaluating strategic options, and the implementation of strategic performance evaluation measures

  • Strategic Financial Management – formulation of financial strategy, considerations in selecting a financing strategy for the organization, capital structure, dividend policy, corporate finance including business valuations, mergers and acquisitions and asset valuation methods

  • Strategic Risk Management – identification, classification and evaluation of business risks, managerial and strategic responses to risk including the use of internal controls to manage risk, management of financial risks including cash flow and capital investment decisions

  • Effective business problem-solving and communication skills – throughout the program the knowledge will be introduced in the context of business problems and the emphasis will be on developing reliable and compelling advice to the Board on how to ensure the survival and development of the organization

This course is limited to 50 registrants, so please register early. For additional CGMA resources, please visit www.AICPAStore.com/CGMA.

The Chartered Global Management Accountant designation is offered under a joint venture between the AICPA and the Chartered Institute of Management Accountants (CIMA). This designation is globally recognized as the hallmark of a finance professional ready to assume responsibility as a strategic financial manager of their organization. To learn more about CGMA, please visit www.cgma.org.

Agenda
MONDAY, April 8
8:00 AM - 8:30 AM

Continental Breakfast

8:30 AM - 10:00 AM

Introduction

  • Introduction of Instuctor and Attendees
  • Overview of Exam Structure
10:00 AM - 10:10 AM

Break

10:10 AM - 12:00 PM

Review of exam pre-seen materials and exercises

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:45 PM

Review of exam pre-seen materials and exercises

2:45 PM - 3:00 PM

Break

3:00 PM - 5:00 PM

Examination technique and application to exam tasks

TUESDAY, April 9
8:00 AM - 8:30 AM

Continental Breakfast

8:30 AM - 10:00 AM

Examination technique and application to exam tasks

10:00 AM - 10:10 AM

Break

10:10 AM - 12:00 PM

Building Business Knowledge, People Skills and Leadership Skills

  • One hour timed exam simulation
12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:45 PM

Building Business Knowledge, People Skills and Leadership Skills

  • One hour timed exam simulation
2:45 PM - 3:00 PM

Break

3:00 PM - 5:00 PM

Building Business Knowledge, People Skills and Leadership Skills

  • One hour timed exam simulation
WEDNESDAY, April 10
8:00 AM - 8:30 AM

Continental Breakfast

8:30 AM - 10:00 AM

Review group performance in Day 2 simulations
Building Business Knowledge, People Skills and Leadership Skills
Application of skills to practice tasks

10:00 AM - 10:10 AM

Break

10:10 AM - 12:15 PM

Further skills development
Instruction on preparing for final assessment

12:15 PM - 1:00 PM

Lunch

1:00 PM - 3:00PM

Further skills development continued

3:00 PM

Program Concludes

Attendance options
CGMA Exam Live Review Course
Apr 08-Apr 10, 2019

On-site: Immersed in the energy
Step away from your desk, and join us in Durham, NC. You’ll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (20 CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1295.00
Nonmember: $1595.00
More details

Adrian D Sims, MBA/MCIM

Adrian D Sims, MBA/MCIM is a freelance instructor who travels globally offering this program to CGMA candidates. Sims adopts a dynamic and interactive approach to instruction and has developed from over 20 years’ experience instructing CIMA members in Europe, Asia and Africa. He was also involved in the 2014 pilot program for this program with AICPA. Sims is an acknowledged expert on this exam and his instructional materials and articles are widely published.

Ratings and reviews
PRICING SUMMARY
CGMA Exam Live Review Course (In person)
$1295.00 - $1595.00
CREDIT INFO
CPE credits
Conference
: 20.0
NASBA Field of Study
Business Management & Organization, Specialized Knowledge
Level
Intermediate
Prerequisites
A basic understanding of Management Accounting techniques and principles.
ADVANCE PREPARATION
Review of Pre-Seen Materials and Activities (will be sent via email prior to course start date)

Location & Accommodations

Location:

220 Leigh Farm Rd
Durham, NC 27707

Recommended Hotels:

7007 Fayetteville Rd
Durham, NC 27713
Phone: 919-544-6000
Distance from Office: 3.8 miles
Book online

Dress code:

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