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People Management & Personal Development

CFO's Leadership Program (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
Executive Program

Overview

The role of the Chief Financial Officer continues to evolve. Beyond technical expertise, today’s CFOs need to make strategic financial decisions in a changing dynamic environment. This necessitates inspired, authentic leaders capable of solving challenging problems as a valued member of the C-suite. From supporting and driving strategic decision making through to strong financial stewardship, there is a need for the CFO to demonstrate expertise in a broad range of areas, including regulation, globalisation, technology, risk, transformation, stakeholder management, reporting, and talent management. In short, they need to be truly effective leaders.

The CFO’s Leadership Program is an intensive and interactive program that blends best practices, case studies, group discussions and role-play to allow participants to advance their leadership skills to move from the technical aspects of being a finance professional, to being a strategic partner and catalyst for organizational change. This program concentrates on areas where CFOs have told us they feel they need the most help

  • Leveraging strategy to get results
  • Persuasive communications
  • Leading & influencing across all stakeholders
  • Leading culture and change

This course is offered in four-day online and face-to-face, retreat formats. You will gain critical insights into leading practices in management and leadership, and have the opportunity to apply tools and skills to your work context, share experiences with your peers and take away actionable goals.


Special Features

  • Leadership assessments done prior to the program.
    • 360° Leadership and Organizational Assessment
    • 360° Assessment of Strengths in the Role of CFO
  • These powerful assessments will help frame not only your role as CFO today but provide an opportunity to understand what others expect from you in your role, and to see how your leadership fits into the organization at large.
  • One-on-One Coaching – an opportunity to support the self-work with a session with a professional Executive Coach to explore ways to improve your leadership capabilities in order to go to the next stage of your development
  • Up-to-date verifiable research and theories with casework


This session is scheduled as an in-person offering.
Sep 20: 10am-4:15pm
Sep 21: 8:30am - 5:15pm (Roundtables and Coaching Rotations 3:15-5:15pm) 
Sep 22: 8:30am - 4pm (one round of coaching 7:00-8:00am)  
Sep 23: 8:30am- 12:30pm

An early bird discount of $300 is applicable on registrations received no later than July 21, 2026

Applicable for

This course is for you if you

  • Direct, or wish to direct the finance and administration areas of your organization.
  • Provide, or are seeking to position yourself as counsel to the CEO and the Board.
  • Wish to expand your knowledge and develop your leadership skills as they apply to strategy execution and talent management in the finance and administration area.
  • Want a unique opportunity to go beyond focusing on what you are doing as a leader to truly understand how you are being a leader.

Content

How to be a Strategist

  • Learn how to shift from the operational phase to the strategic phase to tap into the different perspectives of all stakeholders to influence desired results
  • Learn how to help your team execute better by being a better strategist
  • Explore the gap between corporate strategic goals and the day to day operations in rapidly changing environments
  • Understand how the role of the CFO impacts the development and sustainability of a positive corporate culture
  • Discuss tools and techniques for how to drive change

Communicating and The Art of Persuasion

  • Learn how to convey complex financial results and business performance to drive actionable outcomes through persuasive communications
  • Receive feedback on a live presentation that will enhance your specific style
  • Learn the latest techniques for persuasive communications
  • Understand how to frame the organization both internally and externally
  • Explore impacts on communication from core drivers such as globalization, technology, and multi-generational workforces

Leading & Influencing

  • Learn how to develop a more effective leadership style to help lead your organization through globalization and growth
  • Learn how to give & receive effective feedback
  • Explore how to plan for and manage the risks associated with succession
  • Understand and explore when pay for performance is the right tool to drive performance and when it can impede desired results

Best Practices on Creating and Sustaining Resilient Leadership

  • Learn tips about how effective executives manage their personal well-being
  • Explore the best practices for managing daily tasks interactions and relationships
  • Learn how to build ‘executive presence’ to be yourself while inspiring others
  • Learn how to position yourself to have the greatest strategic impact both currently and in the future with the senior leadership team, other key stakeholders in the organization and with the Board

Negotiations

  • Learn how to enhance your ability to negotiate and build consensus at the C-level
  • Understand your negotiation style and its impact
  • Explore various approaches to negotiations for success in today’s business environment
  • Review techniques and tools for internal and external negotiations

 

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 is holding a very limited accommodation block at the hotel. Contact us for more information.

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. 


Privacy Disclaimer

The responses you provide to the Core Strengths – SDI 2.0™ assessments, and your assessment results, will be stored and accessed in the United States by Learner Source, who hosts and processes the assessments and derives results. In order to administer these assessments, your email address will be disclosed to Learner Source so that they may contact you with a link to the assessments.

The responses you provide to 360 Degree Leadership Assessment, Organizational Culture Assessment and One-on-One Coaching Preparation Form will be stored and accessed in the United States by Jotform, who hosts the assessments. 

CPABC will collect your assessment results in accordance with the Freedom of Information and Protection of Privacy Act, British Columbia, to facilitate and assist in the coaching and feedback opportunities during the in-person sessions.

 

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 thirty (30) days prior to the program start date – a refund will be granted upon receipt of written notification.
  • Fifteen to thirty (15-30) days prior to the program start date – a refund less cancellation fee of $300
  • Less than fifteen (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 program is August 23, 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

Sep 20 - 23, 2026
10:00AM - 12:30PM
To Be Announced, Whistler
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
Available
Sep 17 - 20, 2025
2:00PM - 12:30PM
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
Past
Nov 13 - 16, 2024
4:00PM - 1:00PM
Delta Hotels Whistler Village Suites, Whistler
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
Past
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$3350
Early Bird
$3650
Members
$3650
Non-Members
Eligible Hours
28
CPD Hours
0
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.

People Management & Personal Development

CFO's Leadership 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
0
Ethics Hours
0
AML Hours
Passport
Invalid
N/A
Credits

Overview

The role of the Chief Financial Officer continues to evolve. Beyond technical expertise, today’s CFOs need to make strategic financial decisions in a changing dynamic environment. This necessitates inspired, authentic leaders capable of solving challenging problems as a valued member of the C-suite. From supporting and driving strategic decision making through to strong financial stewardship, there is a need for the CFO to demonstrate expertise in a broad range of areas, including regulation, globalisation, technology, risk, transformation, stakeholder management, reporting, and talent management. In short, they need to be truly effective leaders.

The CFO’s Leadership Program is an intensive and interactive program that blends best practices, case studies, group discussions and role-play to allow participants to advance their leadership skills to move from the technical aspects of being a finance professional, to being a strategic partner and catalyst for organizational change. This program concentrates on areas where CFOs have told us they feel they need the most help

  • Leveraging strategy to get results
  • Persuasive communications
  • Leading & influencing across all stakeholders
  • Leading culture and change

This course is offered in four-day online and face-to-face, retreat formats. You will gain critical insights into leading practices in management and leadership, and have the opportunity to apply tools and skills to your work context, share experiences with your peers and take away actionable goals.


Special Features

  • Leadership assessments done prior to the program.
    • 360° Leadership and Organizational Assessment
    • 360° Assessment of Strengths in the Role of CFO
  • These powerful assessments will help frame not only your role as CFO today but provide an opportunity to understand what others expect from you in your role, and to see how your leadership fits into the organization at large.
  • One-on-One Coaching – an opportunity to support the self-work with a session with a professional Executive Coach to explore ways to improve your leadership capabilities in order to go to the next stage of your development
  • Up-to-date verifiable research and theories with casework


This session is scheduled as an in-person offering.
Sep 20: 10am-4:15pm
Sep 21: 8:30am - 5:15pm (Roundtables and Coaching Rotations 3:15-5:15pm) 
Sep 22: 8:30am - 4pm (one round of coaching 7:00-8:00am)  
Sep 23: 8:30am- 12:30pm

An early bird discount of $300 is applicable on registrations received no later than July 21, 2026

Applicable for

This course is for you if you

  • Direct, or wish to direct the finance and administration areas of your organization.
  • Provide, or are seeking to position yourself as counsel to the CEO and the Board.
  • Wish to expand your knowledge and develop your leadership skills as they apply to strategy execution and talent management in the finance and administration area.
  • Want a unique opportunity to go beyond focusing on what you are doing as a leader to truly understand how you are being a leader.

Content

How to be a Strategist

  • Learn how to shift from the operational phase to the strategic phase to tap into the different perspectives of all stakeholders to influence desired results
  • Learn how to help your team execute better by being a better strategist
  • Explore the gap between corporate strategic goals and the day to day operations in rapidly changing environments
  • Understand how the role of the CFO impacts the development and sustainability of a positive corporate culture
  • Discuss tools and techniques for how to drive change

Communicating and The Art of Persuasion

  • Learn how to convey complex financial results and business performance to drive actionable outcomes through persuasive communications
  • Receive feedback on a live presentation that will enhance your specific style
  • Learn the latest techniques for persuasive communications
  • Understand how to frame the organization both internally and externally
  • Explore impacts on communication from core drivers such as globalization, technology, and multi-generational workforces

Leading & Influencing

  • Learn how to develop a more effective leadership style to help lead your organization through globalization and growth
  • Learn how to give & receive effective feedback
  • Explore how to plan for and manage the risks associated with succession
  • Understand and explore when pay for performance is the right tool to drive performance and when it can impede desired results

Best Practices on Creating and Sustaining Resilient Leadership

  • Learn tips about how effective executives manage their personal well-being
  • Explore the best practices for managing daily tasks interactions and relationships
  • Learn how to build ‘executive presence’ to be yourself while inspiring others
  • Learn how to position yourself to have the greatest strategic impact both currently and in the future with the senior leadership team, other key stakeholders in the organization and with the Board

Negotiations

  • Learn how to enhance your ability to negotiate and build consensus at the C-level
  • Understand your negotiation style and its impact
  • Explore various approaches to negotiations for success in today’s business environment
  • Review techniques and tools for internal and external negotiations

 

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 is holding a very limited accommodation block at the hotel. Contact us for more information.

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. 


Privacy Disclaimer

The responses you provide to the Core Strengths – SDI 2.0™ assessments, and your assessment results, will be stored and accessed in the United States by Learner Source, who hosts and processes the assessments and derives results. In order to administer these assessments, your email address will be disclosed to Learner Source so that they may contact you with a link to the assessments.

The responses you provide to 360 Degree Leadership Assessment, Organizational Culture Assessment and One-on-One Coaching Preparation Form will be stored and accessed in the United States by Jotform, who hosts the assessments. 

CPABC will collect your assessment results in accordance with the Freedom of Information and Protection of Privacy Act, British Columbia, to facilitate and assist in the coaching and feedback opportunities during the in-person sessions.

 

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 thirty (30) days prior to the program start date – a refund will be granted upon receipt of written notification.
  • Fifteen to thirty (15-30) days prior to the program start date – a refund less cancellation fee of $300
  • Less than fifteen (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 program is August 23, 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

Sep 20 - 23, 2026
10:00AM - 12:30PM
To Be Announced, Whistler
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
Available
Sep 17 - 20, 2025
2:00PM - 12:30PM
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
Past
Nov 13 - 16, 2024
4:00PM - 1:00PM
Delta Hotels Whistler Village Suites, Whistler
Lesley-Ann Marriott
LESLEY-ANN MARRIOTT, CEC, MCC, is a Certified Executive Coach with the highest credential of a Master Certified Coach. As a former executive, she developed her skills in the competitive big-box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun,” her sessions are highly interactive and entertaining. Lesley-Ann has a diploma in Marketing, is a faculty member of the CPA BC and Alberta Executive Leadership Programs, is Associate Faculty at Royal Roads University, Victoria, BC, in the Graduate Certificate for Executive Coaching program, and is a facilitator of the SDI 2.0 ®- Strength Deployment Inventory, a proven tool for Managing Conflict & Improving Relationships.
Tammy Towill
Tammy Towill TAMMY TOWILL, FCPA, MBA, MA is a partner in the Cordura Group. A passionate enthusiast of the neuroscience of learning (the how and why we choose to learn what we do) who firmly believes that people want to make a difference with their work. Tammy is an accomplished C-suite advisor, entrepreneur, and CDI-accredited Board candidate with over 25 years of experience in complex business transformation, education, and governance and has been privileged to work throughout North America, Europe, and Asia.
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.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark