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Developed in partnership with CPA Canada, based on CPA Canada’s Overseeing Strategy: A Framework for Boards of Directors, you will learn how to constructively engage in the strategic oversight process. What is the right time and the right way to be involved as a director? Apply the framework in various circumstances that an organization may face, such as growth mode, a newly or changed competitive market, or emergence of a significant problem or threat to the organization through exercises and case studies.

Current Offerings

  • City Course Code Instructor Led
    Application Deadline
    Online BOS 007
    Morning Session
    May 17, 2021
    9am-12pm EST
    May 25, 2021
    9am-10am EST
    Currently accepting waitlist applications. Please contact Kristin Walcott-Dass at
    Online BOS 008
    Afternoon Session
    May 17, 2021
    2pm-5pm EST
    May 25, 2021
    2pm-3pm EST
    Currently accepting waitlist applications.
    Please contact Kristin Walcott-Dass at


This course is ideal for directors serving on not-for-profit and for-profit boards.

Note: this is a course about strategic oversight and does not teach strategy development.


    • Understand the need and rationale to engage early and throughout the strategy development process
    • Describe and illustrate how different situations call for different planning processes
    • Demonstrate approaches and tools to engage constructively without undermining management’s ownership of the strategy plan


Contribute to a more productive, collaborative and efficient strategic oversight process, by developing practical skills and comfort in a applying a board oversight framework, and supporting tools, to various circumstances your organization may face.


This program uses a blended online learning model that weaves together best practices in adult education with creative networking opportunities.
  • The model includes:

    Independent online learning (up to three hours)

    Comprised of e-learning modules, videos, webinars, podcasts, readings, polls and more, independent learning enables participants to work through material at the time and pace that best suits their individual needs. It also allows for content to be broken into shorter, more digestible sections, and delivered in multiple formats to appeal to different preferences.

    Live, instructor-led session (approximately three hours)

    This instructor-led online session will focus on the application of concepts covered through independent learning. The live session might include class discussions, breakout group discussions and exercises, Q & A with instructors and other experts, simulations, live interactive panel discussions, live polling and online chats.

    Peer group exchange (approximately one hour)

    With small participant groups, facilitated online peer exchange will enable learners to build meaningful connections with peers, and exchange ideas and experiences that flesh out newly acquired knowledge and skills.

    Learning sustainment tools and resources

    Following course completion, participants may receive follow-up resources – such as recommended reading materials, videos, webinars, portals, courses and self-directed peer exchange. These resources help course alumni maintain up-to-date knowledge and feel engaged as part of the ICD community.


Annalisa King, ICD.D Headshot


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