CFO's Operational Skills Program (March 2025)

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

March 16, 2025 | 4:00 pm - 9:00 pm*
March 17, 2025 | 8:30 am - 9:00 pm
March 18, 2025 | 8:30 am - 4:30 pm
March 19, 2025 | 8:30 am - 12:30 pm

*Check in 3:00 pm - 4:00 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 16 - Dinner

March 17 - Breakfast, Lunch, Dinner, Snacks throughout the day

March 18 - Breakfast, Lunch, Snacks throughout the day

March 19 - Breakfast, Morning Snack

Registration Deadlines
Early bird price $3,350.00, available until January 17, 2025.
Regular price $3,650.00 available January 18 to February 14, 2025.
Registration closes on February 14, 2025.

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.

Accommodation

Although not mandatory, participants are strongly encouraged to stay on-site at the Malcolm Hotel in Canmore, Alberta. 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.

Booking instructions are listed below: 

Visit The Malcolm Hotel website

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.

Is there Pre-Work associated with this Program?

There are approximately 3.0 hours of pre-work time required for this Program. These pre-work hours are already included in the total CPD hours possible.

How and where do I access the Pre-Work for this Program?

All of the pre-work, instructions on completion, accommodation information, and agenda can be found through the CPA Alberta’s Learning Management Portal.

Is there a Certificate available with this Program?

All participants will receive a downloadable certificate via CPA Alberta’s Learning Management Portal. Upon completion of both the Controller’s Management and Controller’s Operational Skills Program, participants will receive the CPA Alberta Controller’s Executive Program Certificate of Completion.

How Many CPD Hours are associated with this Program?

There are up to 28 CPD Hours, including up to 4 Ethics Hours associated with this Program.