CFO's Operational Skills Program (March 2024)

CPD Hours: 28 | Ethics Hours: 4
Seats Available: 18

Member Price: $3,200.00
Non-member Price: $3,200.00

Delivery Method: In-Person

Start Date: Sunday, March 17, 2024 04:00 PM
End Date: Wednesday, March 20, 2024 12:30 PM

City: Banff
Venue: Rimrock Resort Hotel


This program will be offered as an in-person session, delivered over four days:(times may be slightly adjusted)

March 17, 2024 | 4:00 pm - 9:00 pm*
March 18, 2024 | 8:30 am - 4:30 pm
March 19, 2024 | 8:30 am - 4:30 pm
March 20, 2024 | 8:30 am - 12:30 pm

*Check in 4:00 pm - 5:00 pm

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. In addition to being a senior advisor to the CEO and the Board, the CFO has other roles: business partner, scorekeeper, commentator, expert and custodian. 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 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.

Nail down the strategy, planning, budgeting and internal control competencies to facilitate efficient and effective operations. Learn how to effectively communicate metrics and operating results for internal and external stakeholders.


The residential format with group workshops lets you readily network and learn from your peers.


Additional information


Meals listed below are included: 


March 17 - Dinner

March 18 - Breakfast, Lunch, Dinner, Snacks throughout the day

March 19 - Breakfast, Lunch, Snacks throughout the day

March 20, Breakfast, Box Lunch to Go, Morning Snack


Registration Deadlines
Early bird price $3200, available until January 17, 2024.
Regular price $3500, available January 18 to February 18, 2024.
Registration closes on February 18, 2024.

Program Content

  • Governance, Strategy and Risk Management
    • Stakeholders, shareholders and the board
    • Culture, ethics and wisdom
    • Role of the CFO
    • Behavioural finance and behavioural insights
    • Integrating governance and strategy
    • COSO’s Enterprise Risk Management – Integrating with Strategy and Performance
  • Creating Value Through Financial Management
    • Disruption and risk in the 21st century: some new perspectives
    • Operational and financial tools
    • Internal control and COSO’s Internal Control – Integrated Framework
    • Treasury, capital markets and financial instruments
    • New approaches to management and financial reporting
  • Corporate Finance
    • Mergers and acquisitions: due diligence and valuing a business
    • Optimal capital structure

Who Will Beneift

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.


Although not mandatory, participants are strongly encouraged to stay on-site. We have negotiated special rates with the program facilities - note that the cost of the accommodation is separate from the program fee. You are responsible to make the accommodation arrangement yourself. Please contact the hotel directly as directed upon confirmation of registration. Attendees will pay for their accommodation fees directly to the hotel upon checkout.

Pre and post program dates are not always guaranteed at the same negotiated rates, and rooms outside the conference dates may not even be available during peak periods.

Please contact the Rimrock directly 


The program was full of valuable materials, tools, and resources. I definitely came out with a lot more confidence in my abilities and am excited to apply what I've learned!

-        Hon Tang CPA, CMA


The course content was relevant to the day-to-day jobs of CFOs and aspiring CFOs. Jeffrey Sherman was a knowledgeable facilitator who was engaging and made the team activities relevant and fun. Great networking opportunity to meet other CFOs and learn from each other. I would highly recommend this course.

-        Gaurav Wadhawan CPA, CMA

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 Professional Development at CPA Alberta, and will be subject to the cancellation policy as indicated below.

We will issue refunds for cancellations based on the following:

  • More than thirty (30) days prior to the program start date – a refund less an administrative fee of $100 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 $800
  • Less than fifteen (15) days prior to the program start date – no refund and/or credit will be granted. Full program fees will apply.
Seats Available: 18

Member Price: $3,200.00
Non-member Price: $3,200.00

Delivery Method: In-Person

Start Date: Sunday, March 17, 2024 04:00 PM
End Date: Wednesday, March 20, 2024 12:30 PM

City: Banff
Venue: Rimrock Resort Hotel

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