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CPABC Executive Programs

2023 Dates:

July 6-7, 13-14
(Online – Special Online Fee Applies)

October 15-18
(In-person – Early Bird Fee Applies)

CPD Hours: 28
Program Fee:
$2,250 (Online Version)
$3,500 (In-person – early bird discount of $300 available)


As part of the CPABC CFO Program, The CFO’s Operational Skills Program 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.

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

This program 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.

In-Person Version Registration   Online Version Registration


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

In-Person Version Registration   Online Version Registration

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).