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Jeffrey Sherman, MBA, FCPA, FCA

About Jeffrey Sherman, MBA, FCPA, FCA

Jeffrey is CFO of Atrium Mortgage Investment Corporation (TSX:AI), a director of several companies and has had over 20 years of executive management experience. His interests include corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Jeffrey is a popular presenter, and was an adjunct professor at York University for 15 years. He is a frequent course director and course author for many organizations, including provincial bodies of Chartered Professional Accountants across Canada.

He has written over 20 books including: Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Cash Management Toolkit for Small and Medium Businesses (all published by Chartered Professional Accountants of Canada [CPA Canada]).

By Jeffrey Sherman, MBA, FCPA, FCA | 3 Minutes Read August 4, 2015

How does IT recovery planning differ from business continuity planning?

Backup and disaster planning should be evaluated as part of an organization’s overall risk management process. There are two elements to disaster planning...

Article by Jeffrey Sherman, MBA, FCPA, FCA / Business, Information Technology, Privacy / Business continuity, business continuity planning, critical business processes, disaster planning team, disaster recovery plan, disaster recovery team, Information technology recovery planning, IT recovery planning, risk management

By Jeffrey Sherman, MBA, FCPA, FCA | 3 Minutes Read July 6, 2015

How to manage bank accounts: the basics

A good ongoing banking relationship is very valuable, but it is useful to review offerings from other banks from time to time. In particular, enterprises with unusual needs.

Article by Jeffrey Sherman, MBA, FCPA, FCA / Business, Finance and Accounting, Not for Profit / account reconciliation, accounting, accounting records, anti-fraud controls, bank reconciliation, bank transactions, banking, banking contacts, board resolutions, credit, internal control deficiencies, loans, operating accounts, shareholder guarantees

By Jeffrey Sherman, MBA, FCPA, FCA | 3 Minutes Read April 6, 2015

Refresher on financial statistics and metrics

Insufficient data analysis is often caused by too much information, not too little. A few well chosen statistics that highlight critical trends and pinpoint areas that require follow-up may be much more useful...

Article by Jeffrey Sherman, MBA, FCPA, FCA / Finance and Accounting / analyzing financial information, cost of goods sold, data analysis, FAPP, Finance and Accounting PolicyPro, financial data, financial metrics, financial statistics, financial trends, gross margin, gross sales, net sales, operating profit, sales, selling and administrative expense, selling expense ratio

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