This full-day CMI education session is designed to strengthen the strategic, financial, and operational leadership capabilities of club managers and senior leaders. Through a data-driven and practical lens, the session integrates financial acumen, asset management, member behavior analysis, and the role of food and beverage in overall club value and member loyalty. Drawing on Canadian and industry benchmarks, applied research, and real-world private club insights, the session equips participants with the knowledge and tools required to support informed decision-making, enhance board and committee leadership, and drive long-term organizational sustainability.
Learning Objectives
- Demonstrate enhanced financial literacy by interpreting key private club financial metrics, benchmarks, and performance indicators relevant to Canadian and industry contexts
- Evaluate their club’s financial position and capital structure to support strategic planning and effective board and finance committee engagement
- Understand the importance of accurate fixed asset management and depreciation practices, and apply best practices to support long-term capital planning and financial transparency
- Analyze member behavior data to understand the relationship between engagement, spending, satisfaction, and loyalty
- Apply insights from member activity and spending patterns to inform operational decisions and improve the overall membership experience
- Integrate financial, operational, and experiential data to strengthen leadership effectiveness and organizational sustainability
- Position themselves as confident, credible leaders capable of translating complex data into actionable insights for stakeholders
Primary CMI Competency Areas Addressed
- Finance
- Governance
- Leadership
- Operations
- Member Experience
