Skip to main content


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 009 Morning Session September 22, 2021
    10am - 2pm ET
    August 25, 2021
    Online BOS 010 Morning Session October 28, 2021
    10am - 2pm ET
    September 30, 2021


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 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.

    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


More Resources