CFO's Operational Skills Program (Live Virtual - June 2026)

This program is being delivered in collaboration with CPABC and will be offered live in a virtual format.

Overview
The role of the CFO has evolved constantly. 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 online virtual offering and will be delivered over four days: June 16, 17, 18 & 19, 2026.

June 16, 2026 | 08:30 AM - 04:30 PM (MT)
June 17, 2026 | 08:30 AM - 04:30 PM (MT)
June 18, 2026 | 08:30 AM - 04:30 PM (MT)
June 19, 2026 | 08:30 AM - 12:30 PM (MT)

Important Deadlines

• Early bird price $ 2,350, available until May 01, 2026
• Regular price $2,450, available from May 01 to May 22, 2026
• Registration closes on May 22, 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.

Program 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

Pre-Work

This program contains pre-work that should be completed before attending the live classes. The approximate pre-work time required for this program is 3 hours. Note that the pre-work hours are already included in the total CPD hours listed for the program.

You will receive an email as soon as the pre‑work materials are available on CPA Alberta’s Learning Management Portal: https://learn.cpaalberta.ca/.

Who Will Benefit

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.

Terms & Conditions

Course Withdrawals 

A full withdrawal or refund, minus an administration fee of $100, will be granted if the withdrawal request is received more than 30 days before the start date of an executive program.

If a withdrawal or refund request is received 15-30 days before the program start date, an administration and/or material fee of $1000 will apply for live virtual offerings and an administration and/or material fee of $1500 will apply for in-person offerings.

Refunds will not be granted if the written withdrawal/transfer request is received 15 days or less before the program start date.

*Some exceptions may apply and will be reviewed individually.

Please note that if the original payment was received greater than 180 days prior to the refund request, a refund to a credit card is not possible. A store credit will be issued for the total refunded amount.

Transfers

A transfer is permitted, minus an administration fee of $100, if the withdrawal request is received more than 30 days before the start date of the executive program.

If a transfer request is received 15-30 days before the program start date, an administration and/or material fee of $1000 will apply for live virtual offerings and an administration and/or material fee of $1500 will apply for in-person offerings.

A transfer request will not be granted if the written withdrawal/transfer request is received 15 days or less before the program start date.

Please note that if payment was received greater than 180 days prior to the refund request, a refund to a credit card is not possible. A store credit will be issued for the total refunded amount.

Participant Substitutions

Participant substitutions will only be accepted up to 30 days prior to the executive program start date. No substitutions will be accepted within 30 days of the first date of the Executive Program. Additional fees may apply. To request a substitution, please email pdregistration@cpaalberta.ca and include the course information, name of the original registrant with CPA Alberta ID and the name and CPA Alberta ID number of the replacement participant.

Participant No Shows

Attendance will be taken during the executive program. If you do not attend, you will be listed as absent, and you will not receive a certificate of completion.

Extenuating circumstances

Exceptions to withdrawal, transfer, or no-show policies may be considered under extenuating circumstances. These are situations that are unforeseeable, unavoidable, and beyond the control of the registrant. All requests for exceptions must be submitted in writing to pdregistration@cpaalberta.ca and will be reviewed on a case-by-case basis.

Attendance Policy

To receive CPD credit for in-person courses, your name must be on the registration list, and you must be present when attendance is recorded by the instructor, otherwise, there is no way of verifying whether you have attended a course or received the product. If your name is not on the registration list, you will not be permitted entry into the course.

Failure to attend an in-person course on the scheduled date, without prior notice, will be treated as a forfeiture of registration and will result in the loss of eligibility for a refund or transfer.

Completion and Certificate of Completion

Upon completion of all learning activities, a certificate of completion will be available to download through the Learning Management System. For in-person courses, conferences and executive programs there will be a delay in accessing the certificate of completion, as CPA Alberta verifies attendance.

Frequently Asked Questions

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. 

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: https://learn.cpaalberta.ca/.

Is there a Certificate available with this Program?

Participants will receive a certificate of completion from CPABC. For participants who have completed the CFO's Leadership Program, please notify CPA Alberta (pdregistration@cpaalberta.ca) with your certificate of completion to receive the CFO's Executive Program certificate. 

CPA Alberta CFO's Executive Program Certificate

The CPA Alberta CFO's Executive Program Certificate is a two-component curriculum designed to provide you with the foundation for success. The CFO's Leadership Program will focus on management soft 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 a certificate upon completion. Note that these programs can be completed in any order as they focus on separate and distinct skills.