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Accounting & Assurance

CFO's Operational Skills Program (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
Executive Program

Overview

The role of the CFO has evolved constantly, never more so than during the pandemic. This course will reinforce your operational skills and provide fresh ideas as you guide your organization and yourself through the recovery.

Reporting to the CEO or President, the Chief Financial Officer is the top job that leads, initiates, and manages the financial decision-making process within the organization.  As senior advisor to the CEO and the Board, the CFO has at least six roles: business partner, scorekeeper, commentator, expert, custodian, and conscience.  These multiple functions mean that the CFO has to see both the forest and the trees, needs to understand the business and its numbers, as well as lead, develop and help execute the business strategy. 

This session is scheduled as an in-person offering and will be delivered over four days: October 19, 20, 21 & 22, 2026.

An early bird discount of $300 is applicable on registrations received no later than August 19, 2026.
 

Course Description

This program delivers the core CFO competencies that organizations expect and demand.  Get up to speed on corporate governance and risk management along with changes resulting from the pandemic and post-pandemic business environment. Explore the critical CFO competencies in business valuation, strategic planning, M&A and behavioural economics.  Learn how to effectively communicate with internal and external stakeholders.

Applicable for

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 counsel and guidance?  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.

Content

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: micro and macro business issues
  • 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

     

    The CPABC CFO Program Certificate

    The CPABC CFO Program Certificate is a two-component program designed to provide you with the foundation for success. The CFO’s Leadership Program will focus on management and leadership skills, while The CFO’s Operational Skills Program will focus on core technical and operational 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 of Completion. Additional future offerings to be scheduled.

    Accommodation

    For 2026: It will be up to the registrant to decide if they wish to stay on-site at the venue. CPABC will not be holding any accommodation blocks at the hotel and cannot guarantee special conference rates during this time. Note that if there is enough interest, CPABC will try to negotiate a group rate at the venue closer to the program start date, subject to availability and uptake.

    CPABC has negotiated corporate rates at some hotels in Vancouver, Victoria, and Whistler as part of Member Services' Benefits and Savings. Note that the cost of the accommodation is separate from the program fee, and those who require accommodation will need to make their own arrangements. If you require accommodation, we recommend booking as soon as possible, as the corporate rate can sell out. We also strongly suggest that you do not book any non-refundable rates prior to confirming that the program will be going ahead as scheduled. 


    Terms of Registration & Cancellation Policies

    All registrations must be accompanied by payment. Due to limited seating and some pre-work, all registrations should be received no later than 3 weeks prior to the start date. Changes or cancellations to this registration must be made in writing (email is acceptable) to the PD Department at CPABC, and will be subject to the cancellation policy as indicated below.

    Note that the following are cancellation policies that apply to Executive Programs. We will issue refunds for cancellations based on the following:

    • More than 30 days prior to the program start date – a refund will be granted upon receipt of written notification.
    • 15-30 days prior to the program start date – a refund less cancellation fee of $300
    • Less than 15 days prior to the program start date – no refund and/or credit will be granted. Full program fees will apply.

    Registration Deadline

    Due to pre-work requirements and preparation time needed, the registration deadline for this offering is September 21, 2026. If you wish to register after this time, please contact us at pdreg@bccpa.ca to see if registration is still possible.

    Course Dates & Registration

    Oct 19 - 22, 2026
    10:30AM - 2:00PM
    Delta Hotels Whistler Village Suites, Whistler
    Navida Suleman
    Navida Suleman, CPA, CA is a senior business leader specializing in Finance and Strategy across a variety of publicly listed, private, and member-owned organizations. She is currently the CFO and Vice President, Administration, of BCIT where she is responsible for executive oversight of financial strategy, risk management, IT services, facilities, and real estate operations. Prior to this role, Navida served as the CFO of BCAA. Throughout her career, Navida has established a proven track record of driving organizational performance through strong financial oversight, strategic planning, and operational efficiency. She is recognized for her ability to translate complex financial information into clear, actionable insights, fostering transparency and informed decision-making.
    Gopi Chande
    Gopi Chande, FCPA, is a strategic financial leader with over 25 years of experience, currently serving as CFO of TELUS Digital & Health, supporting $6B in revenue. Throughout her 15+ year career at TELUS, she has managed a comprehensive portfolio supporting core business units, as well as TELUS treasury, corporate development, investor relations, internal audit, and sustainability initiatives. Her background also spans experience with KPMG in Canada, US and Europe and a Silicon Valley tech startup. Colleagues praise her ability to combine sharp financial acumen with strong communication skills, partnering with the business to consistently deliver strong business results. A purpose-driven leader, Gopi serves on multiple boards and mentors professionally and personally.
    Gagan Sivia
    Gagan Sivia, CPA, CGA, CFP, is a dynamic leader recognized for empowering communities and advancing financial literacy in British Columbia. As Director of Finance & Analytics at Azure Properties Group and teaching faculty at BCIT School of Business, Gagan brings deep expertise in accounting, finance, real estate, and analytics. She is an engaged speaker at global conferences and the Association for Financial Professionals (AFP), sharing insights on leadership and financial performance. Gagan’s passion for mentorship, diversity, and advocacy drives award-winning programs and strategic innovation, making her an influential voice supporting growth in every community she serves.
    Available
    Oct 19 - 22, 2025
    1:00PM - 1:00PM
    Delta Hotels Whistler Village Suites, Whistler
    Jeffrey Sherman
    JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
    Past
    Jun 16 - 19, 2025
    8:30AM - 12:30PM
    Jeffrey Sherman
    JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
    Past
    Oct 20 - 23, 2024
    4:00PM - 1:00PM
    Jeffrey Sherman
    JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
    Past
    Jun 17 - 20, 2024
    8:30AM - 12:30PM
    Hyatt Regency, Vancouver
    Jeffrey Sherman
    JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
    Past
    Course Details
    Cost
    $3350
    Early Bird
    $3650
    Members
    $3650
    Non-Members
    Eligible Hours
    28
    CPD Hours
    4
    Ethics Hours
    0
    AML Hours
    Passport
    Invalid
    N/A
    Credits
    Special Notes
    This is an Executive Program. It is not valid under the PD Passport program, and is subject to its own registration and cancellation policies.

    Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

    Accounting & Assurance

    CFO's Operational Skills Program (In-Person)

    DELIVERY FORMAT
    In Person
    SEMINAR TYPE
    Executive Program
    Course Details
    Cost
    $3350
    Early Bird
    $3650
    Members
    $3650
    Non-Members
    Eligible Hours
    28
    CPD Hours
    4
    Ethics Hours
    0
    AML Hours
    Passport
    Invalid
    N/A
    Credits

    Overview

    The role of the CFO has evolved constantly, never more so than during the pandemic. This course will reinforce your operational skills and provide fresh ideas as you guide your organization and yourself through the recovery.

    Reporting to the CEO or President, the Chief Financial Officer is the top job that leads, initiates, and manages the financial decision-making process within the organization.  As senior advisor to the CEO and the Board, the CFO has at least six roles: business partner, scorekeeper, commentator, expert, custodian, and conscience.  These multiple functions mean that the CFO has to see both the forest and the trees, needs to understand the business and its numbers, as well as lead, develop and help execute the business strategy. 

    This session is scheduled as an in-person offering and will be delivered over four days: October 19, 20, 21 & 22, 2026.

    An early bird discount of $300 is applicable on registrations received no later than August 19, 2026.
     

    Course Description

    This program delivers the core CFO competencies that organizations expect and demand.  Get up to speed on corporate governance and risk management along with changes resulting from the pandemic and post-pandemic business environment. Explore the critical CFO competencies in business valuation, strategic planning, M&A and behavioural economics.  Learn how to effectively communicate with internal and external stakeholders.

    Applicable for

    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 counsel and guidance?  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.

    Content

    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: micro and macro business issues
    • 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

       

      The CPABC CFO Program Certificate

      The CPABC CFO Program Certificate is a two-component program designed to provide you with the foundation for success. The CFO’s Leadership Program will focus on management and leadership skills, while The CFO’s Operational Skills Program will focus on core technical and operational 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 of Completion. Additional future offerings to be scheduled.

      Accommodation

      For 2026: It will be up to the registrant to decide if they wish to stay on-site at the venue. CPABC will not be holding any accommodation blocks at the hotel and cannot guarantee special conference rates during this time. Note that if there is enough interest, CPABC will try to negotiate a group rate at the venue closer to the program start date, subject to availability and uptake.

      CPABC has negotiated corporate rates at some hotels in Vancouver, Victoria, and Whistler as part of Member Services' Benefits and Savings. Note that the cost of the accommodation is separate from the program fee, and those who require accommodation will need to make their own arrangements. If you require accommodation, we recommend booking as soon as possible, as the corporate rate can sell out. We also strongly suggest that you do not book any non-refundable rates prior to confirming that the program will be going ahead as scheduled. 


      Terms of Registration & Cancellation Policies

      All registrations must be accompanied by payment. Due to limited seating and some pre-work, all registrations should be received no later than 3 weeks prior to the start date. Changes or cancellations to this registration must be made in writing (email is acceptable) to the PD Department at CPABC, and will be subject to the cancellation policy as indicated below.

      Note that the following are cancellation policies that apply to Executive Programs. We will issue refunds for cancellations based on the following:

      • More than 30 days prior to the program start date – a refund will be granted upon receipt of written notification.
      • 15-30 days prior to the program start date – a refund less cancellation fee of $300
      • Less than 15 days prior to the program start date – no refund and/or credit will be granted. Full program fees will apply.

      Registration Deadline

      Due to pre-work requirements and preparation time needed, the registration deadline for this offering is September 21, 2026. If you wish to register after this time, please contact us at pdreg@bccpa.ca to see if registration is still possible.

      Course Dates & Registration

      Oct 19 - 22, 2026
      10:30AM - 2:00PM
      Delta Hotels Whistler Village Suites, Whistler
      Navida Suleman
      Navida Suleman, CPA, CA is a senior business leader specializing in Finance and Strategy across a variety of publicly listed, private, and member-owned organizations. She is currently the CFO and Vice President, Administration, of BCIT where she is responsible for executive oversight of financial strategy, risk management, IT services, facilities, and real estate operations. Prior to this role, Navida served as the CFO of BCAA. Throughout her career, Navida has established a proven track record of driving organizational performance through strong financial oversight, strategic planning, and operational efficiency. She is recognized for her ability to translate complex financial information into clear, actionable insights, fostering transparency and informed decision-making.
      Gopi Chande
      Gopi Chande, FCPA, is a strategic financial leader with over 25 years of experience, currently serving as CFO of TELUS Digital & Health, supporting $6B in revenue. Throughout her 15+ year career at TELUS, she has managed a comprehensive portfolio supporting core business units, as well as TELUS treasury, corporate development, investor relations, internal audit, and sustainability initiatives. Her background also spans experience with KPMG in Canada, US and Europe and a Silicon Valley tech startup. Colleagues praise her ability to combine sharp financial acumen with strong communication skills, partnering with the business to consistently deliver strong business results. A purpose-driven leader, Gopi serves on multiple boards and mentors professionally and personally.
      Gagan Sivia
      Gagan Sivia, CPA, CGA, CFP, is a dynamic leader recognized for empowering communities and advancing financial literacy in British Columbia. As Director of Finance & Analytics at Azure Properties Group and teaching faculty at BCIT School of Business, Gagan brings deep expertise in accounting, finance, real estate, and analytics. She is an engaged speaker at global conferences and the Association for Financial Professionals (AFP), sharing insights on leadership and financial performance. Gagan’s passion for mentorship, diversity, and advocacy drives award-winning programs and strategic innovation, making her an influential voice supporting growth in every community she serves.
      Available
      Oct 19 - 22, 2025
      1:00PM - 1:00PM
      Delta Hotels Whistler Village Suites, Whistler
      Jeffrey Sherman
      JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
      Past
      Jun 16 - 19, 2025
      8:30AM - 12:30PM
      Jeffrey Sherman
      JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
      Past
      Oct 20 - 23, 2024
      4:00PM - 1:00PM
      Jeffrey Sherman
      JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
      Past
      Jun 17 - 20, 2024
      8:30AM - 12:30PM
      Hyatt Regency, Vancouver
      Jeffrey Sherman
      JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario) is CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT (TSXV: SRES), and has over 25 years’ experience as a corporate director and executive in real estate, high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, and a frequent course director and course author for many organizations including provincial associations of chartered professional accountants across Canada and has written many magazine articles and over twenty books including: Canadian Cash and Treasury Management, and Strategy and Planning Toolkit for Small and Medium Businesses.
      Past
      Special Notes
      This is an Executive Program. It is not valid under the PD Passport program, and is subject to its own registration and cancellation policies.

      Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.