The 21^st century CFO is hearing the new calling from the corporate boardroom - “Step out and go beyond the box”. Long gone are the days where the CFO is primarily focused in the traditional box of accounting and control, financial and management reporting. While Fortune 500 firms can afford the luxury of “silo” management, many organizations now require CFOs to not only understand and appreciate non-financial parts of their business, some are entrusting the CFO with the key responsibilities of information management and corporate strategy.

The CFO as Navigator program is dedicated to providing you breadth and depth in key areas such as dashboards, performance metrics and process maps, information management and business intelligence, platform design and creation, corporate strategy, talent management and incentive design.

This program is designed to make you a complete CFO. It is not meant to convert you into the VP-Human Resources or the Chief Information Officer, but to provide you with enough depth to either manage these functions or to communicate effectively to these counterparts with knowledge and confidence. If you want to “step out of the box” – this program will show you how.

Who Should Attend

Are you curious about understanding and driving key business metrics in your enterprise? Do you wish to appreciate the roles of HR and CIO in your organization and add value? Are you interested in improving your knowledge about these two functions? Are you involved in strategy development and concerned about its successful execution? Do you provide the Board and external shareholders/stakeholders with business performance and KPI analysis?

Are you considering (or looking) for a CEO position and feel that you only know finance/accounting but need a broader knowledge base? Do you feel uncomfortable in communicating with your IT department? Are you interested in learning about new tools and methods to add value to your enterprise? Do you want to go beyond the stovepipe finance function? Do you have a desire to do more and be a complete CFO? If so, then this program is for you.

This program is geared particularly towards those in mid-cap, for-profit companies who have a responsibility to manage multiple functions in an organization.

Dates, Facilities, and Registration Information

Date:
November 25-28, 2012
The program begins on Sunday, November 25 at 5:30PM, and ends on Wednesday, November 28 at approximately 4:00PM.

Location:
White Oaks Conference Resort & Spa, Niagara-on-the-Lake, Ontario

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 and has achieved a reputation for outstanding comfort, service and atmosphere to ensure a memorable learning and retreat experience for all executives who attend.

	All-inclusive (meals and accommodations) - Recommended	Day package (all meals included, accommodations not included)**
ICAO Members and CAs	$3,250	$2,750
Non-Members	$3,750	$3,250

**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.

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 Others Say

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:

"This course provided substantive strategy materials/info that other courses [have] marketed but do not deliver."
"Very good."
"The course has given me confidence in changes I would like to make in my organization and evidence/discussion of why it is necessary."
[The course] provided me with networking opportunities, resources to draw upon, added credibility to my sales pitch for "change."
"Helps identify the opportunities for adding value."
"...the main subjects covered all apply to my day-to-day job."
“Vijay is an excellent seminar leader. His use of real life examples and his anecdotal approach make him one of the best seminar leaders I have had.”

Alumni

Our alumni include participants from: Purolator Courier Ltd., TransUnion Canada, Celestica Inc., Canadian Tire Financial Services, Biotronik Canada Inc., KPMG Management Services, Barrick Gold Corporation, Ontario Lottery & Gaming Corporation, Canadian Real Estate Association, BDO Canada LLP, and Sustainable Development Technology Canada.

The Curriculum

Please note, this program has been expanded in 2012 to 3.5 days (from 2.5 days in 2011, allowing you to explore further depth into the subject matter). Over the course of three-plus highly interactive and hands on days with cases and real life examples, you will develop, refine and gain insights into many interrelated areas:

The 21^st Century CFO

The enterprise model and the finance function
Partnering with business
Adding value to the CXO table

Building Corporate dashboards

Enterprise strategy and CFO
Dashboards – designing and using
Linking the dots – leading and lagging indicators
Design and role of process maps

Designing a BI platform

What is Business Intelligence
How to get out of Excel hell
What are key concepts
How to successfully and cost effectively build a BI platform
The user driven BI versus IT driven BI - what you must know
Leveraging of best practice technology – reaching the destination at warp speed.
How to create exception based Information – Speeding the Event to Knowledge cycle

Understanding CIO/CTO and techno-speak

The role of technology – the world of techno-speak
What are these SQL/DB2/ORACLE platforms
Want is middleware and ETL?
How to value CIO function – IT versus IS versus IM

Managing Human Capital

How to separate HR from IR and transactional role
How do we know the HR function is adding value
How to improve incentive design using effective line of sight performance metrics
How to bring science into talent management and succession planning
Designing value-driven incentives with the right alignment

Faculty

Dr. Vijay Jog is the Founder - President of Corporate Renaissance Group (CRG; www.crgroup.com), a firm dedicated to driving better business management and performance. He has led CRG’s growth in areas of corporate dashboards, business intelligence, bridging the gap between technology, HR and finance, designing incentive systems and conceptualizing and creating innovative software applications that are used by thousands of organizations around the world. He is also the Chancellor Professor of Finance at the Sprott School of Business, Carleton University.

His consulting career is global and spans over twenty years. His clients include almost every major federal government department and many other public and private sector organizations in Canada, U.S., U.K., Netherlands, South Africa, Namibia, Barbados, Trinidad, Poland, Ukraine, German, Austria, and India including some of the world’s largest corporations. He has worked with the most senior management of these organizations in helping them in their journey of improving corporate performance and shareholder/stakeholder value.

He has received numerous awards for his research and teaching including: three Best Paper Awards for 'the Most Original Research in Canadian Capital Markets '; two Research Achievement Awards in special recognition of "Outstanding Scholarly Contribution"; two Professor of the Year Awards "In Recognition of Outstanding Teaching and Service to Students"; four best paper awards and the Moulton Gold Medal for the Most Notable Contribution to the Published Records of Institution of Chemical Engineers, London, England.

In recognition of his varied career, Vijay was recognized in the year 2001 as a “Leader in Management Education” in Canada by National Post in a Canada wide competition and was described as “Mr. Value Added” by the Ottawa Citizen.

For more 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.