CPA Professional Development

Behind Boardroom Doors

This course will provide participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems.  Today’s corporate directors, and the executive teams with whom they work, are being challenged by the owners of the organization more so than ever to not only protect their interests, but also enhance corporate performance.   As boards already struggle to balance the growing list of regulatory compliance requirements, we are going to identify and explore three key board leadership roles that differentiate good boards from great ones.   We will look at ways the Board can make valuable contributions to value creation and long-term viability by achieving what we will describe during the course as Governance Advantage.

CPE Subject Area: Business Management & Organization: Governance

Table of Contents and Learning Objectives by Module:

Upon completion of this course, the learner will be able to:

  • Module 1: Roles and responsibilities
    • Define the roles and responsibilities of the Board, directors, and the CEO
  • Module 2: 3 roles of board leadership
    • Identify the 3 critical board leadership roles necessary for achieving Governance Advantage.
  • Module 3: Setting the agenda: the role of the CONDUCTOR
    • Discuss the content and development of the meeting agendas for the Board and the Audit Committee.
  • Module 4: Information management: the role of INFORMER
    • Prepare and develop information that meets the needs of directors..
  • Module 5: Essence of strategy: the role of FACILITATOR
    • Discuss the Board’s role in the organization’s strategic management process.
  • Module 6: Governance Advantage
    • Identify and discuss the way in which a Board can add value to an organization.
  • Bonus Module: The Power of the Question
    • Develop and formulate incisive questions of fellow directors and management.

Level: Intermediate

  • Prerequisite Education: None.
  • Prerequisite Experience: None.
  • Prerequisite Preparation: None


  • Last updated: April 2015
  • Videos and/or transcript/slides, Multiple Choice Knowledge Checks, Final Exam
  • Sources: Based on authors experience and secondary research of the subject matter
  • Glossary included in a separate file.

Author qualification and biography:

Blair Cook CPA, CPA, MBA currently serves as a corporate director for a number of public companies.  Blair is a many time CFO with experience in private and public company contexts. He is also the founder of the Finance Learning Academy where he designs, develops, and delivers innovative e-learning, blended learning, and live development programs focusing on the financial professional.  Blair has worked extensively with various professional institutes and post-secondary institutions to share his practical experience in a learning environment.

Reviewer of course materials:  Jen Nicholson, CPA, CA

Instructional Design Methodology (related to NASBA criteria, AUTHOR COMMENTS IN CAPS):

  1. Is the course based on professional literature, IRS publications or reference material? NO
  2. Was the material designed specifically for instructional use? YES, TO TEACH PARTICIPANTS HOW TO IMPLEMENT GOVERNANCE SYSTEMS MORE EFFECTIVELY.
  3. Does the course include a Table of Contents, glossary, index or similar function? YES. THE TABLE OF CONTENTS IS ABOVE (6 MODULES).  GLOSSARY IS A SEPARATE FILE.
  4. Are participants provided clear instructions regarding the course components? YES
  5. Are participants provided with clear expectations of what they need to do to successfully complete the program? YES, THROUGHOUT COURSE.
  6. Have learning objectives been included in the course material? YES, ABOVE.
  7. Does the course have a publication (not specifically designed for instruction) as a supplement? NO.
  8. Does the supplemental material provide instructional activities that ensure achievement of the learning objectives? GLOSSARY
  9. Does the learner know how to use the supplemental material? N/A
  10. Does the course include a textbook and study outline? NO
  11. Does the course and/or study outline and textbook provide appropriate instruction to achieve the knowledge, skills and abilities articulated in the learning objectives? N/A
  12. Does the course include appropriate exhibits or examples to reinforce learning of difficult concepts or ensure understanding and application of the information? YES. THERE ARE EXTENSIVE GRAPHICS THROUGHOUT EACH MODULES.
  13. Are the course materials cohesive, reflecting a well-planned design from start to finish? YES.

Course Duration:

  • Videos: 72 minutes. (by word count [excluding resource materials], the script is approximately 11,400 words/180 = 63 minutes)
  • 5 Knowledge Checks x 1.85 = 9 minutes
  • 10 Exam Questions= 19 minutes
  • Total time= 91 minutes/50 minutes = 1.8 CPE, rounded down 1.5 CPE.