Executive and Residential Programs
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.
Operational Skills examines the core technical, systems, and procedural, skills; and Leadership Competencies emphasizes the leadership skills that provide the foundation for success for CFOs.
There is no particular order in which the programs should be taken. While completion of both components of the CFO Leadership Program is optional, those who do complete both components will receive the CPA Ontario’s CFO Leadership Program Certificate of Completion.
Program dates to be determined for 2015
Please contact Lawrence Wong to be added to the interest list for 2015
Program Description (+)
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 applications. 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 the CEO and Board look to you for counsel and guidance? Do you currently direct, or wish to direct, the finance and administration areas of your organization? 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.
Governance, Strategy and Risk Management
Creating Value through Financial Management
Dates and Times (+)
Registration and Fees (+)
Program fees include the program itself, materials, meals and accommodations*. Participants will also receive the Canadian Treasury Management (4th ed.), in addition to their course materials.
An early-bird discount of $200 is available for registering 60 days in advance of the program start.
*Please note: A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.
This program was last offered in July 2014. Dates for 2015 are to be determined. Please contact Lawrence Wong to be added to the interest list for 2015.
Program fees include meals, accommodations*, wi-fi access, use of basic fitness facilities, and a hospitality room for evening networking opportunities.
*Excluding registrants who have selected the non-accommodation option.
From Pearson or Buffalo airports:
The Niagara Airbus offers Shuttle Transfers to and from Toronto’s Pearson and Buffalo Niagara’s International Airports and can drop you off right at the facility’s front doors. If you book on-line you can get a 5% discount for Airport transfers. The Niagara Airbus website is www.niagaraairbus.com.
Another option is the Falls Livery & Taxi. They can offer private cars for transport to and from the airport as well. They can be reached at 905-356-4500.
Average time to drive from Toronto to White Oaks Resort and Conference Centre is 1 hour and 30 minutes, although it is recommended to assume an additional 45 minutes travel time in case of traffic, weather, or construction. See the Google map.
*Please note that these directions are for planning purposes only. You may find that construction projects, traffic, weather, or other events may cause conditions to differ from the map results, and you should plan your route accordingly.
CPD Information (+)
Subject to CPA Ontario regulations, Members may count up to 25 hours of verifiable CPD for the completion of this portion of The CFO Leadership Program.
Our alumni include participants from the following organizations:
The Shaw Group Ltd., CIBC Asset-Based Lending Inc., Workopolis, Pioneer Energy LP, Torquest Partners, Ontario Power Generation, Kenwood Electronics Canada, The Second Cup Coffee Company,, Al Ghurair Group, Ernst & Young, Bausch & Lomb Canada, Canada Development Investment Corporation, Ontario Ministry of Natural Resources, Rogers Communications, Deloitte & Touche LLP, and many more.
Here is what some had to say about The CFO Leadership Program: Operational Skills:
Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial institutes of Chartered Professional Accountants across Canada, and the Law Society of Upper Canada, and has written over twenty 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 or co-published by the CICA/CPA Canada).
For more information please contact Lawrence Wong, CPA, CA, at CPA Ontario, at: 1-800-387-0735 ext. 343, or at lwong@CPAontario.ca.