Governance, Strategy and Risk

Successful financial managers must thoroughly understand governance and strategy, and how to relate it to their reporting and control responsibilities, as well as how to add value to the strategic process.  Risk management is a critical element of planning, and internal control provides the foundation of risk management. 

You may already be involved in the strategy-setting process in your own organization, or perhaps you want to get more involved in value-added planning issues.  This one-day seminar combines lectures and workshops using a comprehensive case study. You will be exposed to some novel approaches and ideas, improve your analytical skills, and be able to develop practical solutions for your organization.


  • Role of the finance department
  • Corporate governance
  • Why strategic planning doesn’t work
  • Risk management and internal control: using the frameworks
  • Implementing change

Who will benefit:

This seminar is designed for CPAs in industry, including finance directors, managers and controllers, who want to help their organization survive and prosper, and CPAs who advise clients.

21 Nov 2018, 8:30 AM

8 CPD hours


5 (1)

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Course Description

Please note that this is a full day event (8:30 a.m. to 4:30 p.m.) at the Donalda Club (12 Bushbury Dr, North York, ON M3A 2Z7).

  • 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 $415 (+tax), which you can pay by any credit card. You will earn 8 hours of PD credits when you attend this session. 

This event is sponsored by First Reference Inc. 

Course Walkthrough

  • Certificate: Governance, Strategy and Risk
  • 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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