Lessons and Strategies for the New Normal – actionable ideas for financial managers during and after the pandemic

This session qualifies for 4 CPD hours, including 2 hours of ethics. 

Sure, there have been financial disruptions every few years, but this time really is different. To compound the uncertainty, what has worked during the current crisis may mislead us when planning for the future. This webinar provides a framework for lessons learned from the 21st Century in general and the pandemic in particular, and how business and finance have changed and will continue to change.  This seminar will vaccinate you against misinformation and provide novel ideas to navigate post pandemic.  You will leave with greater understanding of the changes we see around us and be better prepared as a manager and as a citizen.

17 Jun 2021, 1:00 PM

4 CPD hours


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Course Description

Course Outline:

Lessons new and old

This time really is different, or not?

  • History, cycles and change
  • The new abnormal
  • Efficiency versus security/resilience 

Society and business

  • Stakeholders versus shareholders
  • Shared value and social responsibility
  • Sustainability and the future of capitalism
  • I’m from the government and I’m here to help you
Speaking up versus groupthink

  • Behavioural economics
  • Black swans and grey rhinos
News versus social media

  • Unsocial media and fake news
  • Conspiracies everywhere
  • Inoculate yourself
  • Critical listening and critical thinking 

Data versus insight

  • Statistics and limits of data
  • Gaps in GAAP/IFRS

Coping and thriving


  • Strategic and financial  
  • Cultural and political 

Integrity and ethics

  • Policy and procedure
  • Telos and integrity

Course Walkthrough

  • Certificate
  • Feedback

About the Instructor(s)

Picture of Jeffrey Sherman
Jeffrey Sherman

Jeffrey D. Sherman 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. Mr. Sherman 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 Financial Instruments: A Guide for Financial Managers (published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro (guide to governance, procedures, and internal control), and Strategy and Planning Toolkit for Small and Medium Businesses (all published or co-published by CPA Canada).  Mr. Sherman has a B.Comm from Rotman Commerce (University of Toronto) and an M.B.A. from the Schulich School of Business and is an FCPA, FCA.

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