Certificate and Executive Programs

The CFO Program: Performance Transformation

NOV 06 - Nov 09, 2022

White Oaks Resort & Conference Centre, Niagara On The Lake


NOV 06 - NOV 09



4:00 PM - 4:00 PM




37 Hours


0 Hours


Registration closed on

Oct 24, 2022


Performance Transformation is the first part of the CFO Certificate Program which is designed for aspiring, new and experienced CFOs.

During these times of unprecedented change in digital technologies and globalization of businesses, it is all the more important for organizations to operate at peak levels of performance to succeed. Participants will explore the technical, ethical and interpersonal skills they need to master and sustain change, and help their organizations stay agile and more easily adapt to change.

This program fosters a high energy, interactive learning environment. Activities consist of a combination of cases, exercises, tool kits, lively discussions, as well as networking and sharing experiences. Your active participation will be required throughout the program. Come prepared for a unique experience that will move you towards realizing your full CFO potential. Allow us to guide you on your journey.


Why Take the Course:

  • Learn through interactive activities and collaborate on cases, exercises, discussions, while networking with peers.
  • Explore the role of CEOs and CFOs as change leaders and the importance of your personal brand.
  • Gain an understanding of best practices for enabling the finance team to maximize its impact and improve strategic initiatives.

What You Will Learn:

By the end of this course, participants will be able to:

  • Explain the roles of CEOs and CFOs as change leaders and outline the required competencies for these roles.
  • Explain what a personal brand is and outline best practices for communicating your personal brand.
  • Explain how stakeholder analysis and mapping can be used to improve relationship management with stakeholders.
  • Outline best practices for enabling the finance team to maximize its business impact and improve an organization’s strategic initiatives and decision making.
  • List the barriers many organizations face in leveraging data for more informed decision making and practical steps you can take to remove those barriers.
  • Outline the CPA Code of Professional Conduct and describe best practices for complying with the code.
  • Create a transformational plan for their organization.

What Topics are Covered:

  • The CFO as leader
  • The CFO’s role in the Board of Directors
  • Shifting organizational priorities: thinking ahead of the curve
  • Defining CFO success: what it takes to get there and stay there
  • Drivers of change
  • Personal integrity and ethics
  • Analytics and performance improvement
  • Leading within and outside the finance function

Who will Benefit:

  • This program is designed for aspiring, new and experienced CFOs focused on the continued development of specific in-demand skills and competencies required to lead from the top.


$5495.00 Member

$5495.00 Student

$6595.00 Public

Status: Registration closed on Oct 24, 2022


White Oaks Resort & Conference Centre, 253 Taylor Rd SS4, Niagara On The Lake, Ontario, L0S 1J0


Barbara A. Palmegiani, B. Comm., FCPA, FCMA is a Partner and National CFO & Controllership Services Leader for BDO Canada. BDO is a leading provider of professional services to clients across Canada and beyond.

Barbara is a former VP, Finance and CFO with broad industry experience in consumer and customer focused businesses: real estate, retail, CPG, health & wellness, private equity. Her executive experience includes reporting directly to CEOs, COOs, and BODs.

Since 2008 Barbara shifted her full time focus to consulting for CFOs. She specializes in Finance Transformation work providing advisory, project leadership, training and coaching to ‘C’ level executives and BODs. Work crosses for-profit large multi-national billion dollar companies, SMEs, entrepreneurial driven start-ups, as well as NFP, and public sector exposure at the municipal, provincial and federal levels of government.

For over 18 years, Barbara has been an educator for CPA Ontario as a session leader for the CPA Certification Program, a developer and facilitator of continuous learning workshops for Controllers and CFO’s. She also facilitates corporate in-house training and coaching for finance and non-finance leaders. Barbara has also served as a part time lecturer for various university undergraduate and MBA programs.

Laurence ‘Larry’ Ginsberg, FCPA, FCA, Larry has been providing strategic management, business advisory and mentoring services to innovative and high growth clients for over thirty years.

He has served in senior financial and senior operational roles for various corporations in the IT, manufacturing, retail and wholesale industries. He has acquired significant experience in managing teams of people, strategic development, execution , transforming and growing various firms. Larry has served on the Board of Directors of both public and not-for-profit corporations.

He is the Adjunct Professor of Strategy and Policy at the Schulich School of Business. He lectures in strategic management, strategy for the global organization, family business, entrepreneurship and mergers and acquisitions. Larry has been a developer and a managing facilitator of many executive level programs for CPA Ontario. He has co authored four books and had a weekly column for the Globe and Mail.


  • This program is an in-depth, residential experience, and includes all meals and accommodations at a five-diamond conference facility.
  • Any pre-reading or course work to be completed prior to the program will be emailed to you in advance of the program start. Please ensure your email address is up-to-date.

Program Schedule:

  • Day One (Sunday November 6, 2022): 4:00pm to 9:00pm (includes dinner)
  • Day Two (Monday November 7, 2022): 8:00am to 8:00pm (includes dinner)
  • Day Three (Tuesday November 8, 2022: 8:00am to 9:00pm (includes dinner)
  • Day Four (Wednesday November 9, 2022): 8:00am to 3:00pm

Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.