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The CFO Leadership Program - Operational Skills
The CFO Leadership Program is the definitive program for aspiring or new CFOs, and for experienced CFOs who wish to refresh their base skills and knowledge. The program has two components - Operational Skills, which examines the core technical, systems and procedural skills, and Leadership Competencies, which emphasizes the leadership skills that provide the foundation for success for CFOs.
Upon completion of both components, participants will receive the Institute’s CFO Leadership Program Certificate of Completion. There is no particular order in which the two programs must be completed as both programs focus on separate and distinct skills.
Operational Skills
To register, please complete and return this form.
Program Description
Who Should Attend
Dates, Facilities and Registration
What Previous Participants Have Said
Alumni
How You Will Benefit
The Curriculum
Faculty
Program Description
Reporting to the CEO or President, the Chief Financial Officer is the top job that leads, initiates, and manages the financial decision-making process within the organization. As senior advisor to the CEO and the Board – the CFO has five distinct roles: business partner, scorekeeper, commentator, expert and custodian. These diverse roles mean that the CFO has to see both the forest and the trees, needs to understand the numbers, as well as lead, develop and help execute the business strategy.
This program delivers the core CFO competencies that organizations expect and demand. Get up to speed on corporate governance and risk management and the latest tools and application. Examine the relationship of strategy and risk-taking and help drive your organization’s mission and success. Nail down the planning, budgeting and internal control competencies that facilitate efficient and effective operations.
Explore the value-added CFO competencies in business valuation, business intelligence, M&A and intellectual property. Learn how to effectively communicate the core finance and operating results for internal and external stakeholders.
Who Should Attend
Do you currently direct, or wish to direct the finance and administration areas of your organization? Do the CEO and the Board look to you for counsel and guidance? Are you trying to improve governance, accountability and the control environment? Would you like to examine the state-of-the-art developments in strategy, risk management and financial reporting? If so, then this program was created with you in mind.
Dates, Facilities, and Registration Information
Dates:
October 14 – October 17, 2012 - White Oaks Conference Resort & Spa, Niagara-on-the-Lake, Ontario.
This program begins on Sunday October 14, at 5:30PM, and will end on Wednesday, October 17 at approximately 3:00PM.
Program Fees:
The program cost includes individual room accommodation and all meals at the White Oaks Conference Resort & Spa (a limited number of spots without accommodations are available).
White Oaks is a premium, four diamond, five-star resort which has achieved a reputation for outstanding comfort, service and atmosphere to ensure a memorable learning and retreat experience for all executives who attend.
Participants will receive the Corporate Governance Volume of the Finance and Accounting PolicyPro manual in addition to their course materials.
| All-inclusive (meals and accommodations) - Recommended | Day package (all meals included, accommodations not included)** | |
| ICAO Members and CAs | $3,550 | $3,050 |
| Non-Members | $4,050 | $3,550 |
**A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (including networking opportunities and group work), to maximize your program experience, this option is recommended only for those who reside in the near vicinity. This option is subject to availability.
CFO Leadership Program Certificate of Completion:
Upon completion of both this course and the CFO Leadership Program - Leadership Competencies program, you will receive the ICAO CFO Leadership Program Certificate of Completion. The programs can be completed in any order, and do not have to be completed in the same year to qualify for the Certificate of Completion.
Registration:
To register, please complete and return this form.
For more information, please contact Lawrence Wong, CA, at the Institute of Chartered Accountants of Ontario at: 1-800-387-0735 ext. 343 or at lwong@icao.on.ca.
What Previous Participants Have Said
The best promotion we can think of are testimonials from your colleagues, members of the ICAO, who have previously attended this course. Here is what the alumni of this particular program have to say about it:
- “Very good presenter. Insightful examples, worked well in groups. Informal, refreshing.”
- “Jeffrey did a great job and I cannot think how he could improve his sessions.
- “Overall session was excellent. As a new CFO the course exceeded my expectations and I would not hesitate to recommend it to colleagues in the future.”
- "Benefited largely from the interactive discussion, real examples shared, ideas in terms of how to apply principles..."
- "The ideas presented and the experiences shared are valuable."
- "Development and application of new insights will enhance overall value to my organization."
- "Some great ideas that I can implement."
Alumni
Our alumni include participants from: The Shaw Group Ltd., CIBC Asset-Based Lending Inc., Workopolis, Pioneer Energy LP, Torquest Partners, Ontario Power Generation, Kenwood Electronics Canada Inc., The Second Cup Coffee Company Inc., Trudell Medical Limited, Yamana Gold Inc., Al Ghurair Group, Ernst & Young, Brinks Canada Ltd., Bausch & Lomb Canada Inc., Equity Financial Holdings Inc., Canada Development Investment Corporation, Ontario Ministry of Natural Resources, Rogers Communications Inc., The Merrick Group Ltd., and Deloitte & Touche LLP.
How You Will Benefit
This program will help you
- Understand how to integrate governance and strategy
- Learn how COSO’s Enterprise Risk Management can enhance shareholder value
- Improve planning and budgeting processes
- Learn new techniques to apply when reviewing acquisitions
- Improve your understanding of recent changes in GAAP
- Plan the optimal capital structure
- Improve operational effectiveness
- Enhance the control environment
- Apply insights from behavioural finance and behavioural economics
The Curriculum
The program uses a combination of presentations, discussions and case studies during three-plus days to develop your in-depth understanding in the following areas:
Governance, strategy and risk management
- Stakeholders, shareholders and the board
- Culture, tone and ethics
- Behavioural finance
- Integrating governance and strategy
- COSO’s Enterprise Risk Management – Integrated Framework
Creating value through financial management
- Planning and budgeting
- Operational and financial tools
- Internal control and COSO’s Internal Control – Integrated Framework
- Cash management
- Treasury, capital markets and financial instruments
Advanced topics
- Valuing a business
- Behavioral economics
- Optimal capital structure
- How to finance growth
- Mergers and acquisitions and corporate strategy
- Managing intellectual property
- Anticipating change
Communicating results
- Reporting financial and operating results
- Revenue recognition and other gaps in GAAP
- Conclusion: what will you do differently tomorrow?
Participants receive a copy of the Corporate Governance Volume of the Finance and Accounting PolicyPro manual written by the course architect and instructor, Jeffrey Sherman.
Faculty
Jeffrey D. Sherman, MBA, FCSI, FCA, has over 20 years experience as a Chief Financial Officer primarily in the high tech, biotech and mineral exploration areas, with a large chartered bank in various senior capacities, and as a consultant in corporate finance.He has extensive involvement in education and has lectured and conducted seminars for many organizations, and he was an adjunct professor at York University. He has authored over 20 books on finance, including: Finance and Accounting PolicyPro (a guide to governance and internal control, co-published by the CICA), Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers.
For additional information, or to register, please contact Lawrence Wong, CA, at the Institute of Chartered Accountants of Ontario at: 1-800-387-0735 ext. 343 or at lwong@icao.on.ca.