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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

  • At this time, there are no active course offerings for Board Oversight of Strategy (BOS). The new academic year will commence on September 1, 2022; please check back regularly for future offerings on this program.


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 (three to five 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 four 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.

    Supplemental resources and tools

    Participants may receive supplemental resources to augment the required components of their independent learning packages.

    Learning sustainment and engagement opportunities

    Following course completion, participants will be invited to join an Alumni Portal, becoming part of a community of practice where they gain access to tools and resources to help apply course learnings in real-life settings. They will also have opportunities to engage in discussion forums with course peers to exchange questions, ideas and experiences that will round out their newly acquired knowledge and skills.


Annalisa King, ICD.D Headshot
Huw Thomas, FCPA, FCA Headshot


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