Surviving Disruption

Drones, bitcoin, cannabis, Trump. We see upheaval and change all around us.  An app has destroyed the value of $200,000 taxi licenses – and is on its way to destroying an entire industry. Uber might then be destroyed by Blockchain technology. And maybe another Distributed Ledge Technology is making Blockchain obsolete.

Terrorism, weather, economic cycles all seem to cause more disruption that ever before, as chatter on social media speeds up the flows of information.  Self-driving cars, artificial intelligence, and drones may create social and economic revolutions. Or maybe they won’t.

Are you reactive or proactive? Is your organization watching while the world changes, or is it helping lead the changes?  What should you do to prepare?  This fast-paced seminar (lecture and interactive group work) reviews the leading disruptors: technologies, disintermediation and demographic.  It then considers causes and consequences of the disruption and then how financial managers should prepare for and cope with them. You will leave with some concrete ideas about what you can do and what your organization should do differently.

This novel course includes videos and small group work as well as fast-paced lectures. You will leave with some concrete ideas about what you can do and what your organization should do differently.

TOPICS INCLUDE

  • Technologies
  • Networks and connectedness
  • Disintermediation
  • Discontinuities and “black swan” events
  • Volatility
  • Cyber risks 
  • Behavioral finance

Who will benefit:

This seminar is designed for senior financial managers, including controllers and CFOs, who want to help their organization survive and prosper, as well as accountants and consultants who advise clients.


28 Nov 2018, 8:30 AM. Registration 8:15 am, seminar 8:30 am to 4:30 pm, reception and networking 4:30 pm to 6:30 pm. Breakfast and lunch included.

8 CPD hours

Early bird registration before October 25: $390, regular price after October 25: $415

Register Now


Course Description

Please note that this is a full day event (8:15 a.m. to 4:30 p.m.) and will be held at the Weston Golf and Country Club (50 St Phillips Rd, Etobicoke, ON M9P 2N6). The structure of the event is as follows:

  • Registration - 8:15 a.m.
  • Course - 8:30 a.m. to 4:30 p.m

The cost of this event (breakfast and lunch included) is $390 (+tax) if you register by October 15, 2018, otherwise the cost is $415 (+tax), which you can pay by any credit card. You will earn 8 hours of PD credits when you attend this session. For provinces with an ethics requirement, this event provides 1 hour of ethics CPD.


This event is sponsored by First Reference Inc. 


Course Walkthrough

  • Certificate: Surviving Disruption
  • Feedback / comments

About the Instructor(s)

Picture of Jeffrey Sherman
Jeffrey Sherman

Course Director and Program Design:

Jeffrey D. Sherman, MBA, CIM, FCPA, FCA, has over 25 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings.

Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial bodies of chartered professional accountants across Canada, and the Law Society of Upper 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 and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Strategy and Planning Toolkit for Small and Medium Businesses (all published or co-published by the CPA Canada).

Comments from previous attendees:

“One of the best courses I have attended.”

“Very relevant as to how to help your business by being a finance leader.”

“Overall great and very worthwhile.”

“Excellent facilitator. His depth and breadth of experience was the key to the success of the program.”

“Great presenter. I learned much more than I expected to.”

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