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CPABC Executive Programs

Jeffrey Sherman

Program Facilitator: Jeffrey Sherman, MBA, CIM, FCPA, FCA, has over 25 years’ experience as an executive and corporate director

June 17-20, 2024 | In-person, Vancouver
October 20-23, 2024 | In-person, Whistler

Nail down the strategy, planning, budgeting and internal control competencies to facilitate efficient and effective operations

The role of the CFO evolves constantly, and this program provides fresh ideas to help you guide your organization through changes and challenges. It delivers core CFO operational competencies that organizations expect and demand. Examine the relationship of strategy and risk-taking, and help drive your organization’s mission and success.

As part of the CPABC CFO Program, CFO’s Operational Skills will focus on core technical and operational skills. The CFO’s Leadership Program will focus on management and leadership skills. You can choose to complete only one of these programs, but if you complete both components you will receive the CPABC CFO Program Certificate. They can be completed in any order as they focus on separate and distinct skills.


Eligible CPD Hours:
Program Fee: $3,350 Early Bird | $3,650 Regular


Governance, Strategy, and Risk Management

  • Stakeholders, shareholders, and the board
  • Culture, ethics, and wisdom
  • Stakeholders and shareholders
  • Role of the CFO – for the organization and the board
  • Behavioural finance and behavioural insights
  • Integrating governance and strategy
  • Sustainability and risk management

Creating Value Through Operational and Financial Management

  • The new normal: post pandemic business macro and micro issuers
  • Operational and financial tools
  • Internal control and COSO’s Internal Control – integrated framework
  • Communicating and reporting to stakeholders

Corporate Finance

  • Mergers and acquisitions
  • Optimal capital structure
  • Business valuations refresher


JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario), has over 25 years experience as an executive and corporate director in high tech, biotechnology/medical, financial services, and business services.

He is a popular presenter, a frequent course director and course author for many organizations, and has created and presents executive development programs and one-day seminars for most provincial Chartered Professional Accountants organizations across Canada. He has written over twenty books including Strategy and Planning Toolkit for Small and Medium Businesses (published by CPA Canada).