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The CFO Leadership Program - Leadership Competencies 

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 CFO Leadership Program has two components: Operational Skills and Leadership Competencies

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

Leadership Competencies

Sunday, April 19 - Wednesday, April 22, 2015

(This program is now sold out - a waitlist is available)

Program Brochure

Program Description (+)

Organizations with skillful leadership consistently outperform those with less effective management. Your organization will benefit from having a more self-assured finance team leader, your enhanced abilities to contribute to organizational core values, and your ability to communicate effectively with your stakeholders.

You will learn how to improve your performance as a strategic business partner to the key stakeholders in your organization and how to enhance your capabilities as a communicator and leader. You will also explore leading-edge thinking in leadership.

The Leadership Competencies component of the CFO Leadership Program delivers “beyond the theory” training in leadership, executive communications, management, and CFO political skills. You will return to your office with significant insights into how you can improve your individual and team performance.

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 leadership, counsel and guidance? Would you like to improve your relationships with external and internal stakeholders? If so, then this program was created with you in mind.
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:

Stakeholder Relations

  • Learn the importance of stakeholders
  • Embrace the management of stakeholder relations
  • Relationship management



  • Things you must know when creating strategy
  • Main failure points and what to do about them
  • Understanding relationships in creating strategy
  • What is real strategy


Choice Point

  • Where have you been
  • Where are you headed


CFO Role to the Board

  • What Boards expect from the CFO
  • Role to the Board
  • Board politics
  • Conflicts within Board relationships


Politics of the Executive Suite

  • What is politics
  • How to identify and deal with political situations

Leading Through Conflict

  • Identifying conflict at its source
  • Conflict management techniques
  • Recognizing and managing the conflict inherent in both leading a function and operating in an executive team


Talent Management

  • How to create a culture of talent management
  • What is talent management
  • Key to your future success
  • Leading practice in talent management
  • How to structure a finance function
  • Insights into an optimal finance organization structure


The CFO as Leader

  • What is leadership
  • Understanding being a leader
Dates and Times (+)

Sunday, April 19 - Wednesday, April 22, 2014 - Niagara-On-The-Lake
The program begins at 5:30 pm on Sunday and concludes at 4 pm on Wednesday.  On some days, programs will run into the evenings, so attendees should plan accordingly.


Registration and Fees (+)

This program is now sold out - a waitlist is available. Alternatively, please visit our Executive and Residential Programs homepage for other options.

 Full package (program fees, meals and accommodations) - RecommendedDay package (program fees and meals only, accommodations not included)*
Members and CPAs **$3,750 (register here)$3,250 (register here)
Non-Members$4,250 (register here)$3,750 (register here)

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.

**Out of province CPAs should contact to register.

Facilities (+)

The CFO Leadership Program – Leadership Competencies will be held at the White Oaks Conference Resort & Spa, Niagara-On-The-Lake, a premium, four diamond, five-star resort that has achieved a reputation for outstanding comfort, service and atmosphere to ensure a memorable learning and retreat experience for all executives who attend.

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.

Getting There

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 10% discount for Airport transfers. The Niagara Airbus website is

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.

From Toronto:

Average time to drive from Toronto to White Oaks Conference Resort & Spa, Niagara-On-The-Lake 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 30 hours of verifiable CPD for the completion of this portion of The CFO Leadership Program.
Testimonials (+)

Our alumni include particpants from: CTV Television Inc., Fidelity Investments Canada, Forbes Medi-Tech Inc., Queen's University, Mackenzie Financial Corp., Al Ghurair Group, Vector Aerospace Corporation, Pharma Medical Research Inc., Market Regulation Services Inc., African Barrick Gold, and others.

Here is what the alumni of this particular program have to say about it:

  • Great program at great depth.
  • This program will make a significant difference. Time to reset and consider all my future alternatives.
  • [The program] encourages increased reach and stretch, improved leadership skills.
  • Helped [me] understand where I want to be and what I need to change/develop to get there.
  • Strategic planning exercises and group work [were] excellent. Conflict Management session best I ever attended.
  • Excellent - very informative...
  • It will allow me to focus on strategy and further my career opportunities.
Faculty (+)

Larry Ginsberg FCPA, FCA, is the President of GinsOrg International Inc., a management consulting firm. GinsOrg’s mission is “Helping People Achieve Their Dreams”®. Larry is often asked to provide advice and counsel by Directors and senior officers of various Canadian companies. He currently lectures at the Schulich School of Business at York University in strategic management, family businesses and entrepreneurship. He is an author of four books on entrepreneurship and appears in the media to provide insight into various business issues. Larry is a Corporate Director and has been EVP and/or CFO of a number of companies. In addition, Larry is a Exempt Market Dealer and has provided assistance in a number of mergers, acquisitions, financings, and sale of businesses.

Lynne Brenegan M.A., is a Process Facilitator and Change Agent who works with organizations that are changing size, shape, or strategic direction. Lynne co-founded Workplace Competence International, which provides consulting services to organizations in financial services, manufacturing, transportation, aerospace, retail, supply chain logistics, and telecommunications.

Lynne’s educational background is in labour relations, adult education, organizational change, and organizational design. Lynne has an honours B.A. from York, and a Master’s Degree that focuses on Process Consulting and Organizational Change from OISE/University of Toronto.

Contact Us
For more information please contact Lawrence Wong, CPA, CA, at CPA Ontario, at: 1-800-387-0735 ext. 4343, or at