cpa ontario 2015 spring/summer professional development catalogue

PROFESSIONAL & EXECUTIVE DEVELOPMENT PROGRAMSPRING/SUMMER 2015

For Professionals. By Professionals.

FROM THE DESK OFCAROL WILDING, FCPA, FCA:

Dear Member,

As a Chartered Professional Accountant, you are often challenged to find new solutions, inspire colleagues and achieve growth. And you take pride not only in meeting each challenge but in surpassing expectations and building ongoing benchmarks of success. Yet, in today’s world, change is constant, the status quo brief. Regardless of your position, sector or years of experience, you understand the value of lifelong learning and are always on the lookout for the right opportunities to expand your knowledge, broaden your skill set and refine your competencies.

We have the answer.

CPA Ontario’s Professional and Executive Development Program is created for professionals by professionals. Designed to meet the diverse needs of our unified membership, we developed our program in consideration of every stage and facet of a CPA’s career — your career. Whether you are serving clients in professional services, growing your business as an entrepreneur, or advancing your career in the private or public sector, we are ready to meet your needs and surpass your own expectations.

FOR PROFESSIONALS

Our comprehensive, integrated program is designed for professionals like you. We offer the latest learning in accounting and finance, new management techniques and business solutions, and the opportunity to perfect your leadership skills through certificate and residential programs. Our program is designed to support you throughout your career by focusing on significant career transition points and building competencies in specific areas of learning.

And while we focus on quality, not quantity, we are well aware of your need, as a CPA, for flexibility. Our seminars, programs and conferences are presented in locations across Ontario, where you can network in person with your fellow CPAs and industry professionals, and enjoy the true diversity and expertise of our membership. Yet we also bring our programs to you, through e-learning platforms, webinars and in-house training that can be tailored to the specific needs of your organization.

BY PROFESSIONALS

As a CPA, you want your PD delivered not simply by professionals, but by the best of the best. To that end, we have brought together leading instructors from the three legacy programs — award-winning and innovative facilitators who don’t deliver “off the shelf” courses but content relevant and targeted to Chartered Professional Accountants.

As a CPA myself, I believe strongly in lifelong learning and I am pleased to present our 2015 Spring/Summer Professional and Executive Development Program. I encourage you to use these opportunities to get to know your fellow CPAs, as I have learned throughout my career that my fellow professionals will always be my greatest learning resource, whether leading a PD program or seated right beside me. I look forward to seeing you at a future professional development opportunity — to learning from you, and learning with you.

Sincerely,

Carol Wilding, FCPA, FCA President & Chief Executive Officer

FROM THE DESK OFJANET TREASURE, FCPA, FCMA:

Welcome to your 2015 Spring/Summer Professional and Executive Development Program!

Our entire Professional Development (PD) team at CPA Ontario has been working hard to identify new content, expand our learning options and prepare for your spring and summer professional development activities. Here are some highlights:

WHAT’S NEW

PERSONAL PD PASSPORTS

We are pleased to announce that all CPAs have access to Personal PD Passports. Take advantage of the opportunity to save more than $450 while you learn. As well, employers can save up to $1,200 with an Organizational PD Passport. Flip to page 8 to learn more.

IN-HOUSE LEARNING

We understand the diverse needs of our membership. Did you know that we can bring PD to you, no matter what the size of your organization? Our in-house PD will conveniently provide all of your staff with tailored PD learning. Read the full details on page 103.

ONLINE LEARNING

To support the increased demand in this area, we are continuing many of our online learning opportunities for the spring and summer months. Flip to page 75 to choose your next seminar in one of our three online learning platforms: live broadcast, live webinar or online workshops.

OUR INSTRUCTORS

We’ve included a new section in the catalogue that profiles our instructors. Take a look at the impressive line-up of CPAs (page 106) and other professionals we’ve recruited to deliver your PD. Our programs are designed for professionals, by professionals.

CPA Ontario’s Professional and Executive Development Program has been designed with your career growth in mind. Whether you are focused on technical competencies, presentation skills or leadership training, you will find something in these pages for you.

Our team is always interested in your feedback, so please share any of your thoughts or suggestions with us at [email protected].

We look forward to meeting and learning with you in the spring and summer months.

Kind regards,

Janet Treasure, FCPA, FCMA Vice-President Professional Development

mailto:pd%40cpaontario.ca?subject=

TABLE OF CONTENTS

Passport Pricing: Your Passport to PD 8

How to Register for a PD Event 9

Registration Policies 10

Index of PD Seminars by Competency 11

In-Person Seminars

Professional & Leadership Skills 17

Financial Reporting 30

Strategy and Governance 35

Management Accounting 40

Information Technology 44

Assurance 55

Finance 59

Taxation – Canada 61

Taxation – U.S. 68

Wealth Management 70

Online Learning 75

Certificate Programs 87

Executive & Residential Programs 95

In-House PD 103

Conference 104

Seminar Locations 105

Our Instructors 106

Index 114

72015 SPRING/SUMMER PROFESSIONAL DEVELOPMENT CATALOGUE |

Full program descriptions and registration information available at pd.cpaontario.ca

PASSPORT PRICING: YOUR PASSPORT TO PD

FEES – IN-PERSON OR ONLINE (unless otherwise indicated)

Type of SeminarsPersonal PD Passport

Organizational PD Passport

CPAs & Students in the CPA Program Non-Members

Two-Day $540 $640 $725 $925

One-Day $270 $320 $420 $520

Half-Day $135 $160 $230 $280

HST is not included in the prices above

PROFESSIONAL DEVELOPMENT PASSPORTS

CPA Ontario is committed to helping all Ontario members meet their continuing professional development (CPD) needs in a convenient, cost-effective manner. Purchasing and completing a Personal PD Passport each year will help CPAs fulfil their CPD requirement and save $450!

PD Passports are valid for seminars taken up to December 31, 2015 and cannot be extended beyond the expiry date. Events that are not eligible for passport pricing will be noted as such, but PD Passport holders may still be entitled to special discounts.

PERSONAL PD PASSPORT

Personal PD Passports are exclusive to CPAs and cost $810, plus HST. A Personal PD Passport is the equivalent to three days of PD seminars or any combination of half-day, one-day or two-day seminars. Personal PD Passport holders can register for additional seminars at the discounted rate of $270, plus HST, per day. Personal PD Passports are not transferrable or refundable.

ORGANIZATIONAL PD PASSPORT

The Organizational PD Passport is designed for organizations interested in purchasing PD for more than one staff member. The Organizational PD Passport is fully transferable among all staff in a firm or organization. The cost is $1,920, plus HST, and entitles your staff to six days of PD seminars (any combination of half-day, one-day or two-day seminars). Organizational PD Passport holders can register for additional seminars at the discounted rate of $320, plus HST, per day.

INDIVIDUAL SEMINARS

CPAs and students in the CPA program have exclusive access to reduced pricing for individual seminars.

NEW MEMBER PRICING

New CPAs receive discounted pricing on selected PD for one year after their admission to membership or board approval date.

8 | 2015 SPRING/SUMMER PROFESSIONAL DEVELOPMENT CATALOGUE


HOW TO REGISTER FOR A PROFESSIONAL DEVELOPMENT EVENT

CPAs, students and the public can access CPA Ontario’s Event Registration Portal to register for events with CPA Ontario’s Professional and Executive Development Program. Visit pd.cpaontario.ca to search for PD offerings, purchase a PD passport or register for an event.

The Portal has a blue “Filter Search Results” bar that will help you narrow down PD offerings based on competency area, program format, city or region, date range or target audience.

Looking for a particular program? Follow these steps to search the Portal.

1. Visit the Event Registration Portal at pd.cpaontario.ca

2. Click on the “+” plus sign in the blue “Filter Search Results” bar to reveal the fields that will help you narrow your search.

3. Check the box beside the events you would like to attend and click “Register Now”.

4. Log in to your account and follow the prompts to complete payment. If you have a personal or organizational PD passport on your account, the credit remaining in your passport will be automatically applied to your purchase.

You can also use the “Search” bar (located just above the “Filter Search Results” bar) to search for all seminars being presented by a particular speaker, or seminars that are relevant for a particular industry (real estate, construction, NFP, or public sector, etc.), or seminars that cover a particular topic within a competency area (leadership, estate planning, financial analysis, law, negotiation, etc.).

CPAs must use their CPA Ontario ID number to log in to the Event Registration Portal. When logging in for the first time, CPAs will be required to create a new password.

Non-members must create an account to register.

Organizational PD Passport registrations can only be made by an administrator assigned to the account by the organization.

For further information or to pay by cheque, please contact us at [email protected] or 416 969.4321 or 1 800 387.0735, ext. 4321.

HOW TO PURCHASE A PASSPORT

Follow the steps below to purchase a personal or organizational PD passport.

1. Visit pd.cpaontario.ca and log in to your account.

2. Select “PD Passports” in the left navigation.

3. Select the type of passport you would like to purchase, personal or organizational.

4. Follow the prompts to check out and complete payment. The next time you register for an event, the credit remaining in your passport will be automatically applied to your purchase.

REGISTRATION QUESTIONS

Full seminar descriptions and other event information is available online at cpaontario.ca/PD. If you have questions, please contact us at [email protected] or 416 969.4321 or 1 800 387.0735, ext. 4321.



http://www.pd.cpaontario.ca

http://www.pd.cpaontario.ca

mailto:pd%40cpaontario.ca?subject=PD%20Registration

http://pd.cpaontario.ca

http://cpaontario.ca/PD


REGISTRATION POLICIES

PROGRAM MATERIAL

CPA Ontario does not distribute printed copies of program materials. All materials are distributed electronically to attendees. Please ensure your email address on file with CPA Ontario is accurate prior to the event to ensure you receive your program materials.

REGISTRATION DEADLINE

Registration must be completed no later than 48 hours before an event.

REFUND POLICY

Withdrawals and transfer requests for seminars must be received at least 14 days prior to the event to receive a credit on your account in the Event Registration Portal (a withdrawal service charge will apply). Registrants who do not withdraw before the deadline will not receive a credit for the seminar. No exceptions will be made.

Conferences, symposiums, certificate, executive and residential programs all have unique withdrawal deadlines. Please refer to individual program listings for policies.

EVENT CANCELLATIONS

CPA Ontario reserves the right to cancel events. Registrants will be notified and a full credit will be issued and appear on your account if an event you are registered to attend is cancelled.

CONFIRMATION OF REGISTRATION

A confirmation of seminar registration is emailed to individuals upon registration. If you haven’t received a confirmation email at least 48 hours before a seminar, please contact CPA Ontario at [email protected] or 416 969.4321 or 1 800 387.0735, ext. 4321.

CONFIRMATION OF ATTENDANCE

Confirmation of attendance is emailed after the seminar and based on sign-in sheets completed at each event.

LOCATIONS & DATES

Seminar locations and dates are subject to change. CPA Ontario will contact registrants if locations or dates change.

EMERGENCY INFORMATION

In the event of severe weather, if you are unsure if a seminar will be cancelled, please contact the facility directly (see page 105 for telephone numbers of individual facilities).

ACCESSIBILITY

CPA Ontario is committed to making our professional development programs accessible to all event registrants. All seminar facilities are wheelchair accessible and CPA Ontario will provide accommodation for registrants with disabilities, upon request. Please contact us at least one month prior to the seminar date to request accommodations.

DRESS CODE

CPA Ontario requests that all seminar participants dress in professional attire. Business casual clothing is recommended at all locations.

MEALS

Full-day seminars include breakfast, lunch and beverages. Requests for vegetarian meals and information concerning specific food allergies should be communicated during the online registration process in the “special instructions” section of the online form.

PRIVACY POLICY

All communications from CPA Ontario adhere to the privacy policy found on cpaontario.ca.

PHONE

Registrations can be completed over the telephone by calling 416 969.4321 or 1 800 387.0735, ext. 4321.




http://www.cpaontario.ca



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PROFESSIONAL & LEADERSHIP SKILLS

The 10-80-10 Principle – Unlocking Dynamic Performance 18 0.5 3 X

The Art of Negotiating…with Anyone 18 2 14 X

Becoming…What You Really Want to Be 18 1 7 X

Building High Performance Teams 18 1 7 X

Clinic on Supervision – Getting Grounded as a Supervisor 19 1 7 X

Communicating Up, Down & Across 19 1 7 X

Conflict – Changing Viewpoints & Influencing Behaviour 19 1 7 X

Conflict Resolution Skills for Business Professionals 19 1 7 X

The Creative Accountant 20 1 7 X X

Dealing with Difficult Behaviours & Challenging Situations Involving Colleagues & Customers 20 1 7 X

Dynamic Communication - Thinking on Your Feet 20 0.5 3 X

Effectively Managing Challenging Employees 20 1 7 X

Engage for Performance 21 1 7 X

Essential Topics for Controllers 21 1 7 X

Executive Presence – The Key to Creating Genuine Relationships 21 1 7 X

Executive Speech Coaching for Internationally Educated Professionals 22 1 7 X

Foundational Skills for New CPAs & CPA Students in the CPA Program 22 1 7 X

Get More Power from Your Brain 22 1 7 X

How to Delegate Effectively 23 1 7 X

How to Successfully Deal with Difficult People 23 1 7 X

Idealize & Capitalize on Lean Innovation 23 1 7 X

Improve Your Productivity - Become An Effective Speed Reader 24 1 7 X

Influencing Skills for Business Professionals 24 1 7 X

Leading for Success: Developing Teams to Optimize 24 1 7 X

The Leadership Suite: Building Teams™ 25 1 7 X

The Leadership Suite: The Adaptable Manager™ 25 1 7 X

The Leadership Suite: The Change Leader™ 25 1 7 X

The Leadership Suite: The Coaching Leader™ 25 1 7 X

The Leadership Suite: The Problem-Solving manager™ 25 1 7 X

The Leadership Suite: The StoryMaker™ 25 1 7 X

INDEX OF PD SEMINARS BY COMPETENCY



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Memory Techniques 26 1 7 X

Negotiation Skills – You Don’t Get What You Deserve, You Get What You Negotiate! 26 1 7 X

Negotiating with Impact 26 1 7 X

The Power of People Skills – Enhancing Your Most Underrated Asset 26 1 7 X

Powerful Presentations 27 1 7 X

Speed Reading – “Read Twice as Fast, Retain More” 27 1 7 X

Stress Buster – The Art of Coping with Stress 28 1 7 X

Techniques for Establishing Control Over Your Work, Life & Career 28 1 7 X

Thinking Beyond the Box – Part One 28 1 7 X

Thinking Beyond the Box – Part Two 28 1 7 X

Time Management Strategies 29 1 7 X

The Top 10 Essential Professional Skills 29 1 7 X

FINANCIAL REPORTING

Accelerate & Optimize Financial Close & Spreadsheet Controls 31 1 7 X

Accounting, Auditing & Professional Practice Update 31 1 7 X X

Advanced Financial Statement Analysis 31 1 7 X

ASPE: Disclosure & Presentation – From Standards to Words 32 1 7 X

ASPE in the Construction Industry 32 0.5 3 X X

ASPE in the Real Estate Industry 32 1 7 X X

Financial Statement Analysis 33 1 7 X

IFRS - Resource Exploration & Mining Industry Basics 33 1 7 X

IFRS - Revenue Recognition Standard (IFRS 15) (New) 33 1 7 X

Not-For-Profit Organizations & Registered Charities – Accounting, Auditing & Taxation Issues 34 1 7 X

Not-For-Profit Organizations – Financial Statement Presentation & Note Disclosure 34 1 7 X

STRATEGY AND GOVERNANCE

CFO’s Role to the Board of Directors 36 1 7 X

Commercial Real Estate for Corporate Strategy & Professional Accountants 36 1 7 X

Corporate Governance 36 1 7 X

COSO Undone – Transitioning to the New COSO 36 1 7 X

Employment Law for Non-HR Professionals – What You Need to Know 37 1 7 X

Enterprise Risk Management 37 1 7 X

Family Business – The Essentials for the Trusted Advisor 37 2 14 X

Fraud Happens! What To Do When You Suspect Fraud 38 1 7 X



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Human Resources for Financial Professionals – Steering the Organization Away from Trouble 38 1 7 X

Improving Governance in the Not-for-Profit Sector 38 1 7 X

Operational Excellence: Increasing the Velocity 38 1 7 X

Professional Corporations 39 0.5 3 X

Stop the Insanity! Radical Ideas for Unpredictable Times 39 1 7 X

MANAGEMENT ACCOUNTING

Costing & Profitabiltiy Management 41 1 7 X

Enterprise Dashboards 41 1 7 X

Financial Management in the Construction Industry 41 1 7 X

Forecasting Your Cash Position 41 1 7 X

How to Implement BPA – The Bridge between Operations & Effective Performance 42 1 7 X

IFRS: What Your CFO Wants You To Know 42 1 7 X

Implementing Winning KPIs 42 1 7 X

Improving Financial Performance for Controllers & CFOs 42 1 7 X

Manage Your Balance Sheet & Budget Constraints 43 1 7 X

Management Accounting Refresher 43 1 7 X

Powerful Financial Analysis 43 1 7 X

Strategy Based Analytics 43 1 7 X

INFORMATION TECHNOLOGY

Advanced Charts & Dashboards with Excel 45 1 7 X X

Advanced Excel 45 1 7 X

Advanced Excel for Planning & Accounting 46 1 7 X

Advanced Excel Immersion (Two-Days) 46 2 14 X

Automating Microsoft Excel with VBA 46 2 14 X

Building a Financial Model (of a Company) 47 1 7 X

Business Intelligence Using Excel 47 1 7 X

Cloud Computing 47 1 7 X

Excel Boot Camp 48 2 14 X X

Excel for Management and Financial Anaylsis 48 1 7 X

Excel VBA – Focus on Charts & Visualizations 48 1 7 X

Focus on Functions and Formulas 49 1 7 X

How to Present Financial Data Efficiently using PowerPoint 49 1 7 X

Infographics and Strategic Dashboards 49 1 7 X

Intermediate Excel 50 1 7 X X

Introduction to Microsoft Access for Financial Professionals 50 1 7 X



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Introduction to SQL for Financial Professionals 51 1 7 X

iPad – An Effective Business Tool 51 0.5 3 X

Managing Financial Data with Excel – Part One 51 1 7 X

Managing Financial Data with Excel – Part Two 52 1 7 X

Merger Modeling 52 1 7 X

Microsoft Access for Accountants 53 1 7 X

Paperless Office 53 1 7 X

Securing Your Data – Practical Tools for Protecting Information 53 0.5 3 X

Tech Tools and Gadgets for a More Efficient You! 54 0.5 3 X

Technology for CPAs – Don’t Get Left Behind 54 0.5 3 X

ASSURANCE

Accounting, Auditing & Professional Practice Update 56 1 7 X X

The Art of Making Good Inquiries 56 0.5 3 X

Auditing Refresher 56 2 14 X

Compilation Engagements 56 0.5 3 X

Efficient & Effective Review of Working Paper Files – Audit, Review & Compilation Engagements 57 1 7 X

Fraud Happens! What To Do When You Suspect Fraud 57 1 7 X


Professional Practice - What Can Go Wrong and How to Avoid it! 57 0.5 3 X

Review Engagements 58 1 7 X

FINANCE

Business Valuations – Introduction 60 1 7 X

Corporate Treasury Management 60 1 7 X

Due Diligence for Acquisitions 60 1 7 X X

Financing Strategies 60 1 7 X

TAXATION - CANADIAN

“Catching Up” – Five Years of Income Tax Developments 62 1 7 X

Death and Taxes 62 1 7 X X

Family Law and the Income Tax Act 62 1 7 X

General Practitioners “Need to Know” 62 1 7 X X

Getting a Grip on RDTOH, CDA and other Tax Accounts 63 0.5 3 X

High Risk Areas of Tax 63 1 7 X

HST/GST & Real Property 63 1 7 X

HST/GST Issues for the Not-for-Profit Sector 64 1 7 X

HST/GST Refresher 64 1 7 X

Income Tax Planning Refresher - Corporate 65 2 14 X



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Income Tax Planning Refresher – Personal 65 2 14 X

Income Taxation of Portfolio Investments for Individuals 65 0.5 3 X

Managing Transfer Pricing 66 1 7 X


Ontario Family Law for Accountants 66 1 7 X

Professional Corporations 67 0.5 3 X

Purchase & Sale of a Business – Income Tax Issues 67 1 7 X

Responsibilities of an Executor 67 1 7 X X

TAXATION - U.S.

U.S. Real Estate – Personal Investment: Canadian & U.S. Tax Implications 69 0.5 3 X

U.S. Taxation of Individuals – Advanced 69 1 7 X

U.S. Taxation of Individuals – Basic 69 1 7 X

WEALTH MANAGEMENT

Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever 71 1 7 X

Creating a Financial Plan 71 1 7 X

Crushing Debt: Why Canadians Should Drop Everything and Pay Off Debt 71 1 7 X

Designing Your Retirement Income 72 1 7 X X

Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor 72 1 7 X

Investing in Stocks, ETFs & Mutual Funds – Beginner’s Tools for Better Investing 73 1 7 X

Personal Investing 73 1 7 X X

Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams 74 1 7 X

Unveiling the Retirement Myth 74 1 7 X



Developed with the industry’s leading management and leadership techniques in mind, the seminars in this section will help you down the path to effective leadership and teach you how to communicate clearly, manage people effectively and empower your team to deliver results along the way.

Becoming… What You Really Want to Be

Dynamic Communication – Thinking on Your Feet

How to Delegate Effectively

Powerful Presentations

Stress Buster – The Art of Coping with Stress

Time Management Strategies

Section at a Glance

PROFESSIONAL & LEADERSHIP SKILLS

BUILD YOUR LEADERSHIP POTENTIAL BY FOCUSING ON YOUR SOFT SKILLS.



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LS The 10-80-10 Principle – Unlocking

Dynamic PerformanceLevel: Introductory Duration: Half Day PD Hours: 3

The 10-80-10 Principle is a framework that allows professionals to increase their performance and results by focusing their energy and efforts on the highest yielding activities. This seminar, presented by Sunjay Nath, helps individuals and teams operate at a dynamic level. Every person or group already exhibits behaviours that are “top 10 percent”: behaviours that lead to high performance and achievement. What people lack is the knowledge to consistently operate at that dynamic top 10 level. The 10-80-10 Principle rewards and grows top 10 behaviours and eliminates bottom 10 actions. In this engaging, hands on program, Sunjay Nath works with you to identify your top and bottom 10 behaviours and then “A.C.T.” with the 10-80-10 Principle to create greater performance levels in your life or within your organization.

WHO WILL BENEFIT:Professionals interested in increasing their productivity and their organization’s productivity by creating healthier teams focused on strength.

LOCATION DATE TIME INSTRUCTOR

TORONTO - BLOOR Jun 22 9 a.m. - 12 noon Sunjay Nath

The Art of Negotiating... with Anyone Level: Advanced Duration: Two Days PD Hours: 14

Arguably, the one skill anyone needs to succeed in life is the ability to get others to agree with them. In any undertaking of significance, whether personal or business related, knowing how to get people to accept your point of view, while seeing themselves as winners, is crucial to your freedom, happiness and ongoing prosperity. Jim Murray has been researching, teaching and practising the time-honoured craft of negotiation for more than four decades. Tens of thousands of people from all walks of life and professional callings have benefited from his acclaimed expertise, practical street-savvy insights and direct, hands-on experiences in every conceivable negotiating arena. This seminar has been well received by accounting and finance professionals across the country since 1982.

WHO WILL BENEFIT:Anyone interested in accomplishing their personal or business objectives through the willing – or unwilling – cooperation of others.


VAUGHAN Jun 16 - 17 9 a.m. - 4:30 p.m. Jim Murray

Becoming... What You Really Want to BeLevel: Advanced Duration: One Day PD Hours: 7

Led by an experienced career coach, this seminar will help participants identify the steps to follow their goals and reach their full potential. Are you looking for direction but don’t know where to start? Are you thinking about changing your career trajectory? After attending this seminar, you will be able to set an achievable framework to reach your goals and become extraordinary – regardless of your desired destination. The instructor will explain the tools you need to set your goals in motion and become what you really want to be. This seminar, will force you to recognize that nothing of significance can happen if you stay in your comfort zone or wait for opportunities to come to you.

WHO WILL BENEFIT:Professionals ready to take their career goals to the next level.


MARKHAM/SCARBOROUGH

Jul 15 9 a.m. - 4:30 p.m. Jim Murray

Building High Performance TeamsLevel: Advanced Duration: One Day PD Hours: 7

Engaged employees represent an organization’s biggest expense and greatest opportunity for sustainable advantage. Yet research says today’s workforce is inefficient, apathetic, distrustful, unmotivated, tuned-out and entitled. If these symptoms don’t characterize your workplace, you’re lucky, complacent or just not paying attention. To build great teams, you must know the number one cause of low performing teams and what sustains them. You need to be able to enable your team to accomplish more in less time, work smarter, encourage two-way feedback and become dispute free. Learn how to engage your workforce, especially younger workers who may ultimately determine your fate. How to address your team’s under-performance with proven tools and tactical decisiveness will also be explained.

WHO WILL BENEFIT:Managers of unproductive, inefficient, unmotivated or toxic employees who are responsible for diagnosing or enhancing team effectiveness.


TORONTO - YORK May 26 9 a.m. - 4:30 p.m. Jim Murray

https://pd.cpaontario.ca/Pages/en_US/Forms/Public/Events/ViewEventDetailsDirect.aspx?eventIdentifier=EV002083







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Clinic on Supervision – Getting Grounded as a SupervisorLevel: Intermediate Duration: One Day PD Hours: 7

Great employees do not always make great supervisors, particularly when they are thrust into the responsibility with little or no training. First line supervisors are often the first to be blamed when objectives are not met, but they are the last to be given the training and tools they need to succeed. This interactive workshop provides supervisors with the tools they need to bring out the best in their direct reports. New and seasoned supervisors will benefit from this seminar, as it covers the five foundational principles to help you stay grounded and lead your direct reports to success. You will leave with a number of new insights that will help you move forward with a strong action plan for the future.

WHO WILL BENEFIT:Anyone with direct reports who wants to improve their team’s satisfaction and productivity.


TORONTO - BLOOR Jul 22 9 a.m. - 4:30 p.m. Cal Sutliff

Communicating Up, Down & AcrossLevel: Intermediate Duration: One Day PD Hours: 7

Strong, clear communication is everyone’s responsibility. Regardless of level and role, everyone is responsible for communicating effectively. It is our job to ensure that a clear and compelling message reaches our intended audience, whether up, down or across an organization. This full-day seminar offers practical and adaptive strategies you can use to inform and persuade others. Throughout the day, you will learn to target your communication and employ various tools and techniques to deliver messages well. You will leave this seminar understanding how to tailor your message to ensure understanding and acceptance from your audience – no matter how they connect to your position or network.

WHO WILL BENEFIT:Anyone interested in improving their communication skills.

SPECIAL INSTRUCTIONS:Bring a sample of your writing to the seminar. The sample should be approximately 200 words in length. It will not be shared with the larger group but used independently.


TORONTO - YORK Jun 4 9 a.m. - 4:30 p.m. Lori Wilson

Conflict: Changing Viewpoints & Influencing BehaviourLevel: Advanced Duration: One Day PD Hours: 7

When mismanaged, conflict impairs performance and destroys relationships. Our well-intentioned efforts to change the behaviours of others invariably leads to escalating emotions and debilitating conflict. Most of us shy away from conflict, but if it is properly handled, it can be an opportunity for creativity, change and growth. Everyone has a predominant conflict management style which is largely instinctive. To enhance the quality of your life, you must acquire the skills for turning disagreements into opportunities. This seminar will help you identify and understand the different types of reactions to conflict and how to work with them. After attending this seminar, you will understand the natural reactions to conflict and have the right tools to turn conflict into opportunity for yourself and others.

WHO WILL BENEFIT:Anyone who wants to influence others to appropriately address their difficult, frustrating or problematical behaviours.


MARKHAM/SCARBOROUGH

May 27 9 a.m. - 4:30 p.m. Jim Murray

Conflict Resolution Skills for Business ProfessionalsLevel: Intermediate Duration: One Day PD Hours: 7

Financial professionals are obligated to ask the tough questions of their clients, especially in today’s complex and globalized environment. Part of reaching the trusted advisor stage with your clients involves being able to respectfully and purposefully conduct difficult conversations regarding approaches, remuneration or even styles. This seminar is about learning how to constructively resolve conflicts at any level in an organization, especially when stakes are high or emotions are intense. Constructive resolution of differences is the foundation for true collaboration and consensus building. The theme of this workshop is resetting your mindset to avoid conflict and embrace it as a means to achieve greater results and build strong relationships.

WHO WILL BENEFIT:Professionals interested in learning how to constructively resolve conflict.


MARKHAM/SCARBOROUGH

Jul 23 9 a.m. - 4:30 p.m. Bill Richardson









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LS The Creative Accountant

Level: Introductory Duration: One Day PD Hours: 7

80 per cent of organizations in North America have the words “creative” or “innovative” in their vision or mission statement. Realizing an organization’s vision or mission depends on people being creative and people leading creative teams. As accountants we have honed our critical thinking through education and practice. We know how to apply, mentor and lead with critical thinking. Now we must do the same for creative thinking. This workshop is relevant, unique, practical and fun. It is based on the latest creativity techniques and research from neuroscience and focuses on both the skill of fostering creativity and the skill of contributing creatively. Best of all, it is designed and facilitated by an accountant, for accountants.

WHO WILL BENEFIT:Accountants in any role, level or organization, whether you have complex, enterprise-wide challenges to solve or need to creatively stretch your budget further.


KITCHENER Jul 22 9 a.m. - 4:30 p.m. Samantha Hurwitz

TORONTO - BLOOR Jun 5 9 a.m. - 4:30 p.m. Samantha Hurwitz

Dealing with Difficult Behaviours & Challenging Situations Involving Colleagues & CustomersLevel: Intermediate Duration: One Day PD Hours: 7

Some people are quite skilled when responding to someone’s deeply challenging and upsetting behaviour, whether they are customers, clients, colleagues, or direct reports. Others have simply not developed the ability to effectively deal with difficult behaviours. This seminar is about developing the skills you need to deal with difficult behaviours. You will explore the mindsets and techniques that can help you manage challenging situations when emotions and stakes are high. After attending this seminar, you will walk away with a toolkit of skills, having explored such topics as; how not to take things personally, how to be assertive, and how to deal with blamers, excuse makers, unfair criticisms and much more.

WHO WILL BENEFIT:Anyone who wishes to build on their existing people skills and focus on the challenges associated with communicating through disagreements.



Dynamic Communication – Thinking on Your FeetLevel: Introductory Duration: Half Day PD Hours: 3

The seminar will introduce tools and techniques that professionals can use to improve their communication skills when dealing with the unexpected during a conversation or presentation. The instructor will draw upon the craft of theatre improvisation to learn and practice the skills needed to “think on your feet”. Improvisation is typically associated with theatre and comedy; however the techniques used in improvisation, such as active listening and accepting, provide an extraordinary system to help improve an individual’s ability to respond quickly and with control in unexpected situations. The environment will be positive, safe and encouraging, focused on helping you develop a greater sense of confidence in your communication skills.

WHO WILL BENEFIT:Professionals who are looking for tools to gain a greater sense of calm and control when confronted with an unexpected situation.


MARKHAM/SCARBOROUGH

Jun 1 9 a.m. - 12 noon Garth Sheriff

Effectively Managing Challenging EmployeesLevel: Advanced Duration: One Day PD Hours: 7

Performance management is critical in today’s workplace, given the challenges of dealing with all forms of difficult employee situations. In this seminar, participants will be given the tools to deal with employee issues directly, rather than allowing them to fester in the workplace. By taking this program, you will understand: the major benefits of dealing with poor performers upfront, and how you can deal with employee performance issues proactively to avoid potential financial or legal costs. You will gain an awareness of tools available to manage performance effectively, learn about the link between performance management and company expectations and how to improve an employee’s performance through communication and feedback. The appropriate time to transition a performance issue to progressive discipline will also be discussed.

WHO WILL BENEFIT:Business leaders, senior finance professionals, and managers who are responsible for supervising a group of individuals.

SPECIAL INSTRUCTIONS:All attendees must bring a copy of the workbooks that will be supplied.


TORONTO - YORK May 22 9 a.m. - 4:30 p.m. Jordan Rodney









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Engage for PerformanceLevel: Intermediate Duration: One Day PD Hours: 7

Regardless of title or stature, it is impossible to be successful without engaging others. Our ability to achieve personal and departmental objectives requires us to have the ability to work with and through others. In this seminar, the instructor will discuss how engaging with various stakeholders can shift our perceptions of our work environment, allowing us to make more informed decisions to support fulfilling our objectives. The value diversity can provide in achieving our personal and departmental objectives and how diversity supports the five components of engagement will be discussed. You will learn how to recognize the components of engagement and how to initiate and sustain engagement to build valuable and sustainable decisions within your workplace.


TORONTO - YORK Aug 17 9 a.m. - 4:30 p.m. Shawn Casemore

Essential Topics for ControllersLevel: Introductory Duration: One Day PD Hours: 7

Accountants have many opportunities to develop technical, financial based skills through professional training. However, as an accountant’s career progresses, the importance of technical skills compared to soft skills shifts. As a financial manager, it is the combination of soft skills and technical abilities that will define your career and determine advancement and future opportunities. By attending this seminar, you will gain practical insights into seven skills in which managers are expected to be proficient, but receive little training for: conducting an employment interview; strategic planning basics; negotiating skills; performance evaluations; managing versus leading; knowing your communication skills; and terminating an employee.

WHO WILL BENEFIT:Financial professionals whose careers are developing beyond the accounting function towards supervision and management. Experienced supervisors or managers who might benefit from a different viewpoint can also benefit from attending.


MARKHAM/SCARBOROUGH

May 26 9 a.m. - 4:30 p.m. Keith Martin

Live Broadcast also available.

Executive Presence – The Key to Creating Genuine RelationshipsLevel: Intermediate Duration: One Day PD Hours: 7

In this unique one-day seminar, participants will discover valuable skills, tips and strategies to help them develop executive presence and create genuine relationships. Learn how to cultivate respect, build instant credibility and differentiate yourself from the competition by attending this seminar. At the end of this program, you will have the skills to build your book of business, increase your visibility and enhance your sphere of influence. All of these assets add up to more referrals, stronger relationships and a better bottom line. This seminar is very engaging and will teach you how to project real leadership presence and present your authentic self to others.

WHO WILL BENEFIT:Anyone who would like to increase their personal success, attract and retain high value clients, and cultivate lasting and respectful relationships.

SPECIAL INSTRUCTIONS:Participants are encouraged to dress in business casual attire and bring 25-30 business cards to this program.


MARKHAM/SCARBOROUGH

Jun 12 9 a.m. - 4:30 p.m. Kimberley Richardson

We offer interactive live broadcasts of our seminars. Look for this symbol and take a look at page 76 for a complete list of live broadcasts this spring/summer.

DID YOU KNOW?








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LS Executive Speech Coaching for

Internationally Educated ProfessionalsLevel: Introductory Duration: One Day PD Hours: 7

This interactive seminar teaches participants the most important communication skills they need to speak clearly, confidently and with impact in presentations, meetings and phone calls. By combining speech pathology techniques, computer based biofeedback tools, and media expertise, this seminar will ensure that when you speak, others will appreciate the full value of your opinions and ideas.You will take home SpeechScience CDs to continue improving after the seminar. The instructor is devoted to helping you become a dynamic, influential speaker, through training in confident communication skills including voice, pronunciation, intonation and dynamic communication skills. The instructor will help you understand how to develop a great voice and use it in meetings, presentations and conference calls.

WHO WILL BENEFIT:Internationally educated professionals who want to upgrade their speaking skills to reach their full potential.


MARKHAM/SCARBOROUGH

Jun 3 9 a.m. - 4:30 p.m. Bonnie Gross

Foundational Skills for New CPAs & Students in the CPA programLevel: Introductory Duration: One Day PD Hours: 7

Young professionals beginning their careers are expected to build upon their technical knowledge through experience. This technical growth is often facilitated within an organization through training and support. A young professional is also expected to possess certain foundational skills that are not often taught or discussed. This can be very stressful and demotivating as many young professionals do not yet have the toolkit to assess and manage situations, such as communicating with different management or personality styles, reacting to unexpected situations or questions, managing and resolving conflict, and managing time. As a young professional, this interactive and engaging seminar will provide you with the tools you need to develop the foundational skills necessary to build your career and add value to any organization.

WHO WILL BENEFIT:New CPAs and students in the CPA program looking to learn key foundational skills early in their careers to help them build relationships and future success.


TORONTO - BLOOR Jun 18 9 a.m. - 4:30 p.m. Garth Sheriff

Get More Power from Your BrainLevel: Introductory Duration: One Day PD Hours: 7

Some people can continue to use the full function of their minds, even though their brains are developing the typical plaques and tangles of Alzheimer’s as they grow older. This ability is called cognitive reserve, which has been found in well-educated people who continue learning, working, exercising, eating well, and preserving a strong social network late into life. This seminar teaches the 10 brain protection activities that allow people to power up to their most precious and most powerful resource, their brains. By attending this seminar, you will learn how to enhance your thinking, concentration, and self-management now, while building up a cognitive reserve to keep your mind sharp into your 90’s.

WHO WILL BENEFIT:Anyone who wants to nurture and challenge their brain to think more clearly, concentrate readily, enhance their memory, reduce stress, and improve their relationships.

SPECIAL INSTRUCTIONS:Two weeks prior to the seminar, participants are encouraged to keep a record of the average number of hours they sleep each night, exercise each week, and how well they can concentrate without interruption during each work day. It would also be helpful to note how often you are stressed, angry, anxious, forgetful, absentminded and unusually fatigued.


MARKHAM/SCARBOROUGH

Jun 19 9 a.m. - 4:30 p.m. Eileen Pease








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How to Delegate EffectivelyLevel: Introductory Duration: One Day PD Hours: 7

Delegation is one of the most important skills that managers can develop, and the higher the manager rises in an organization, the more important effective delegation is to their success. Effective delegation skills provide managers with an opportunity to develop and coach their people to boost the productivity of their teams. By attending this seminar, managers will be better equipped to identify what needs to be delegated, to whom and how to communicate their desired results more effectively. You will develop powerful management tools that will help you optimize your time and become better equipped to manage your priorities, discuss how to increase employee developmental opportunities and boost employee productivity and motivation.

WHO WILL BENEFIT:New or experienced managers interested in learning about how to delegate, and best practices around delegation.

SPECIAL INSTRUCTIONS:All attendees must bring the workbooks that will be supplied before the seminar.


MISSISSAUGA May 14 9 a.m. - 4:30 p.m. Julie Ruben Rodney

How to Successfully Deal With Difficult PeopleLevel: Introductory Duration: One Day PD Hours: 7

We cannot succeed in business, or life, without the cooperation of others. Yet, the people we must deal with can be difficult. Whether they are clients, teammates, government officials, new prospects, or even friends and family members, they may put up barriers that stymie progress. How do we win over an uncooperative person? How do we sooth resentment, end arguments, eliminate manipulation, and pave the way for mutual success? In this full-day, interactive seminar, you will learn winning tactics, hold group discussions, and practice role playing. Besides being enlightening and fun, this seminar will provide you with the tools to make your business and personal life easier, more successful and more enjoyable.

WHO WILL BENEFIT:Professionals working with teams, clients and stakeholders interested in learning tactics to build smooth and stable relationships.

SPECIAL INSTRUCTIONS:Attendees must bring a laptop or tablet to access the course materials.


MISSISSAUGA Jul 17 9 a.m. - 4:30 p.m. Chuck Gallozzi

Idealize & Capitalize on Lean InnovationLevel: Intermediate Duration: One Day PD Hours: 7

Are you considering introducing a program within your organization to capitalize and realize outcomes from innovation? If so, you’re not alone. Studies have demonstrated that in organizationsthat have introduced innovation, that have process to be burdensome. For innovation to be effective, organizations must find agile approaches to identify and capitalize on innovations quickly in order to overcome their greatest challenges and capitalize on substantiated opportunities. Attend this session for an intriguing and valuable discussion that will introduce the innovation performance model (IPM), discuss how to inject and enhance innovation across an organization, and explain how to form an approach that engages employees and external stakeholders to maximize innovation speed and value.


TORONTO - YORK Jun 9 9 a.m. - 4:30 p.m. Shawn Casemore

Know the seminar you are looking for but can’t find it? Check out the alphabetical index in the back starting on page 114.

DID YOU KNOW?






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LS Improve Your Productivity – Become

an Effective Speed ReaderLevel: Introductory Duration: One Day PD Hours: 7

Professionals are confronted with a lot of information on a daily basis and need to find efficient ways to keep up. As the volume of information increases, professionals have a greater amount of personal and business reading to tackle. Most of us have a stack of material that we just can’t find the time to read. Imagine how much more productive you could be if you increased your reading speed. Attending this seminar will teach you how to tackle mountains of information and materials effectively and efficiently through the art of speed reading. This seminar will demonstrate how to reach your top reading performance by becoming an effective speed reader.

WHO WILL BENEFIT:Anyone who wants to improve their productivity; professionals tasked with a great deal of daily reading.

SPECIAL INSTRUCTIONS:Attendees must bring their reading glasses (if applicable), calculator and a non-fiction book that is at least 15 chapters and 200 pages in length. A good example of a non-fiction book to bring would be a self-improvement book. Please do not bring a novel.


VAUGHAN May 25 9 a.m. - 4:30 p.m. Amanda Wallace

Influencing Skills for Business ProfessionalsLevel: Intermediate Duration: One Day PD Hours: 7

With leadership often described as the authentic influence that creates value, this workshop explores the required mindsets, skills and tools to effectively influence individuals and teams, especially in today’s multi-generational and multi-cultural environment. This workshop explores the often misunderstood definitions in the existing literature on leadership, including concept models and approaches. Not only is influence something you can do, but it is also something you can earn with a strong personal brand and the effective application of the right tools and techniques. Recommended books and job aids are provided to assist in further exploration and proficiency in this key soft skill. WHO WILL BENEFIT: Professionals interested in having greater impact on their environment and their future contributions to their team and organization.


TORONTO - YORK Jun 19 9 a.m. - 4:30 p.m. Bill Richardson

Leading for Success: Developing Teams to OptimizeLevel: Intermediate Duration: One Day PD Hours: 7

In today’s business environment, nothing can be truly accomplished without the active support and enthusiasm of a team. Accordingly, the ability to lead, manage and develop a team is essential to maximizing results. Teamwork is all about successful team and individual performance, which is a win-win for all. This seminar examines the key characteristics of high-performing teams. Techniques for leading and managing teams on a day-to-day basis and develop your team over the long-term will be explained. How to motivate your team, build consensus, deal with conflict and create an environment that stimulates input and allows your team members to grow will also be explored.


MARKHAM/SCARBOROUGH

Jul 7 9 a.m. - 4:30 p.m. Neverest

We have conferences and symposiums throughout the year that focus on specific industries and topics. Visit cpaontario.ca/conferences for the details of upcoming events.

DID YOU KNOW?





http://www.cpaontario.ca/conferences



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THE LEADERSHIP SUITE™ CERTIFICATE

Based on over 25 years of experience shaping leaders, Forrest & Company Limited has developed, in collaboration with CPA Ontario, a curriculum of six one-day workshops that provide accounting and finance professionals with the core skills and abilities they need to be effective in leadership and management roles.

Each program in The Leadership Suite is based on a behavioural model that helps participants diagnose their current challenges, choose appropriate solutions, and grow as leaders and managers. Instruction is based on step-by-step building of knowledge and skills over the course of each workshop, using case studies, exercises, worksheets and planning opportunities. Participants will leave each session with a fully-formed action plan they can immediately use with their own team.

Participants who complete all six programs in The Leadership Suite will be awarded The Leadership Suite Certificate from Forrest & Company and CPA Ontario.

The Leadership Suite: Building Teams™Build a focused, aligned and accountable team that consistently delivers results. Using a practical tool, the UNITE™ Team Leader Model™, participants will gain the confidence and skill to effectively build teams. Participants will apply their new knowledge practically by developing an action plan for their team.


TORONTO - YORK May 12 9 a.m. - 4:30 p.m. Forrest & Co.

The Leadership Suite: The Adaptable Manager™Participants will learn how to properly define tasks and how to assess the ability of their direct reports to execute those tasks. Participants will have the chance to apply their new knowledge practically by developing an action plan to effectively delegate to one of their direct reports. Accelerate performance within your team by effectively assigning tasks to team members.


TORONTO - YORK May 26 9 a.m. - 4:30 p.m. Forrest & Co.

The Leadership Suite: The Coaching Leader™Achieve greater results by coaching. This seminar will teach participants how to grow your staff, and connect them more deeply to their work. The goal of this workshop is to learn to effectively coach direct reports in all situations, whether to maintain high levels of performance, shift behaviour when performance is off the rails, or to enable direct reports to think for themselves, maximize their potential and achieve their goals. Throughout this seminar, you will develop a coaching plan for one of your direct reports, using your newly acquired skills.


TORONTO - YORK Jun 2 9 a.m. - 4:30 p.m. Forrest & Co.

The Leadership Suite: The Change Leader™Predict the impact of change on different types of people to ensure smooth transitions through uncertainty. This workshop will develop your skills and confidence to navigate yourself and your team through change. During this seminar, you will develop a workable action plan to deal with an upcoming change in the workplace.


TORONTO - YORK Jun 23 9 a.m. - 4:30 p.m. Forrest & Co.

The Leadership Suite: StoryMaker™Achieve goals faster by inspiring, engaging and aligning your team with a clearly articulated vision. This workshop helps participants articulate who they are, why they are leaders, and what they are trying to build. Telling effective stories and ensuring the clarity of information creates trust in a manager. Attend this seminar to learn how the foundation of effective communication can accelerate the achievement of goals.


TORONTO - YORK Jul 7 9 a.m. - 4:30 p.m. Forrest & Co.

The Leadership Suite: The Problem-Solving Manager™Participants will discover hidden effectiveness in themselves and their team by attending this seminar. The importance of removing barriers to communication and building trust while learning to mindfully focus your intentions on the achievement of goals will be explained. Discover a proven model of thinking that leverages thinking styles and the completion of tasks. Before attending, you will complete an online survey that will be debriefed in the workshop.


TORONTO - YORK Jul 21 9 a.m. - 4:30 p.m. Forrest & Co.









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LS Memory Techniques

Level: Introductory Duration: One Day PD Hours: 7

In today’s busy work environment, many people unwillingly block access to the most powerful areas of their memory. We overload, stress, and bore our memories – when we could be doing the opposite. Techniques taught in this workshop have stood the test of thousands of years of human practice. You will build your learning capacities by practicing techniques that will improve your concentration, name remembering skills, ability to listen actively, and resistance to distractions. You will also learn how to set up reminders to reliably access your fantastic long-term memory at will. These practical applications will help you at work with clients and staff every day.

WHO WILL BENEFIT:Anyone with a heavy workload and a busy life and anyone who has found their memory is not as dependable as it used to be.

SPECIAL INSTRUCTIONS:It is recommended that attendees keep a record of any memory lapses or memory problems they experience prior to the seminar and bring their record with them. The instructor will provide specific advice on how to reduce their problems.


MISSISSAUGA Jun 18 9 a.m. - 4:30 p.m. Eileen Pease

Negotiation Skills – You Don’t Get What You Deserve, You Get What You NegotiateLevel: Introductory Duration: One Day PD Hours: 7

Negotiation is a method by which people settle differences. It is a process that works towards compromise or agreement while avoiding an argument. This workshop will leave you with contract, project, resource and interdepartmental negotiation strategies for success. The workshop combines planning, preparation and face-to-face skills, and is designed to maximize outcomes in high-stakes negotiations, particularly when protecting the relationship is important. The core requirements of negotiation are explored, including handling resistance. This is an interactive workshop with hands-on simulations. After attending this workshop, you will be able to analyze negotiation situations, select appropriate strategies and tactics and use them effectively.

WHO WILL BENEFIT:Anyone who desires greater confidence in ther ability to manage tension and deal with negotiation tactics.


TORONTO - YORK Jul 8 9 a.m. - 4:30 p.m. René Bertrand

Negotiating With ImpactLevel: Intermediate Duration: One Day PD Hours: 7

Many of us want to become more skillful at dealing with unworkable differences, in situations where there appears to be no acceptable compromise. This workshop shows you how to work towards agreements so all parties are pleased with the outcome. Regardless of whether you bring your most challenging situations to this workshop or work through the compelling real-life class examples, you will enhance your personal and professional life with powerful new skills. The goal of this workshop is to improve your negotiation skills by helping you identify your own preferred negotiation strategies, so that you can adapt them to the progress and format of any negotiation.

WHO WILL BENEFIT: Professionals interested in developing negotiations as a signature skill and a key influence strategy in today’s fast paced, high stress environment.


MISSISSAUGA Aug 25 9 a.m. - 4:30 p.m. Bill Richardson

The Power of People Skills – Enhancing Your Most Underrated AssetLevel: Intermediate Duration: One Day PD Hours: 7

No matter where a professional is in their career, there is always more to learn that will make a person more effective when interacting with clients, staff and peers. Social science research reveals important information about the different results achieved by positive and negative approaches to problem solving and what is most threatening, and most helpful, in relationship maintenance. In this practical seminar, participants will focus on techniques, strategies and principles that can be applied to relationships with co-workers, clients, peers and people outside of the workplace. Participants will gain insight into their own patterns and perceived behaviour. After leaving this seminar, you will have new insights and customized action plans to increase your professional potential.

WHO WILL BENEFIT:Professionals at all levels who want to improve their interpersonal skills.









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Powerful PresentationsLevel: Introductory Duration: One Day PD Hours: 7

This seminar teaches business professionals how to prepare and deliver excellent presentations in terms of focus, organization, support and delivery. Cindy Pinkus, a long time and popular CPA Ontario instructor, will share her experience and some of the best techniques to increase your effectiveness as a presenter. In this interactive workshop, you will identify areas of strength in your oral presentation skills and target areas requiring development, and learn to increase your audience’s perception of your credibility. To do this, you will learn how to understand target audiences, and design and implement appropriate and powerful visual aids to enhance the effectiveness of oral presentations and communications.

WHO WILL BENEFIT:Professionals who make presentations to prospective and existing clients, as well as to managers who motivate, inform and persuade their staff and peers through formal presentations or informal talks.


KITCHENER Jul 8 9 a.m. - 4:30 p.m. Cindy Pinkus

Speed Reading – “Read Twice as Fast, Retain More”Level: Introductory Duration: One Day PD Hours: 7

After attending this workshop, participants are able to concentrate on what they are reading at work and remember key information from their reading for weeks. They can cope with the continuously growing flow of print which can overwhelm even the most capable person at work today. Learn how to adjust your reading speed to suit your purpose and the difficulty of the material. Accountants are very knowledgeable about the content of their professional material, so they can read it a lot faster than they think. By the end of the day, the average attendee is reading at least double their starting speed and has been able to maintain and often improve comprehension.

WHO WILL BENEFIT:Professionals who are expected to keep up with a heavy reading load. It is particularly helpful for those who want to get rid of a backlog of work-related reading.

SPECIAL INSTRUCTIONS:Attendees must bring a book or document that is a typical example of their work-related reading that would normally take them thirty minutes or more to read. It should have solid text rather than a lot of charts, diagrams, and tables. The ideal document would be a work document, a non-fiction book, or a self-help book that you planned to read in the near future. Participants should also bring a calculator and reading glasses, if needed.


MISSISSAUGA Jun 17 9 a.m. - 4:30 p.m. Eileen Pease

Our custom in-house training services can bring our PD to your workplace. Flip to page 103 to learn more.

DID YOU KNOW?

“Each day of this program, built upon the previous day’s lessons, helped me develop a strong foundation as a manger.”

Past participant of the Certificate in New Manager Essentials. Turn to page 92 to read more.





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LS Stress Busters – The Art of Coping

With StressLevel: Introductory Duration: One Day PD Hours: 7

What causes people to get stressed out? When does pressure tip into stress? This program will equip participants with strategies to deal with pressure before it reaches a critical point and becomes stressful. In today’s fast paced business environment, increasing demands and greater workplace pressure lead to more stressful environments. Unfortunately, stress can negatively impact personal performance and happiness. Participants will learn how to operate at peak performance each day, how to assess personal stressors, and identify positive ways in which to address these circumstances.

WHO WILL BENEFIT:Professionals who have to juggle deadlines, deliverables and high demands.


MISSISSAUGA Jul 31 9 a.m. - 4:30 p.m. Karen Denega

Techniques for Establishing Control Over Your Work, Life & CareerLevel: Introductory Duration: One Day PD Hours: 7

It is essential to become literate in the use of modern technology and the internet, but it is equally important to understand how to communicate with and relate to human beings, in order to establish control. This seminar delivers practical instruction on using the best of social media technology for productivity and communication in the workplace; techniques for speaking and networking; building a career management plan; decision-making and goal setting; assertiveness and influence; and leadership and cooperation skills. The goal of this seminar is to help you become independent, self-assured, and confident that you have control over the present and the future.

WHO WILL BENEFIT:Professionals at any level in their career working in a variety of industries can benefit from attending this seminar.

SPECIAL INSTRUCTIONS:Participants are welcome to bring a laptop and wireless device. Session-related tweeting is encouraged. Handout material will be available online or in print.


TORONTO - BLOOR Jul 13 9 a.m. - 4:30 p.m. Steve Prentice

Thinking Beyond the Box: Part 1Level: Advanced Duration: One Day PD Hours: 7

The strongest competitive advantage a professional can have is the ability to think more effectively and differently than others. To advance your agenda in life or business, you must change the way you look at things, how you ask and answer questions, and how you perceive yourself. Accounting and finance professionals must overcome their usual reliance on analytical thought to think on all cylinders and release their mind’s intuitive powerhouse. To think effectively, professionals must rid themselves of unproductive mental traps, delusional blind spots and habitual cognitive barriers. This seminar has been offered to accountants across Canada since 1982.

WHO WILL BENEFIT:Anyone who wants to think differently, solve vexatious problems, make better decisions, increase productivity and focus on what matters.


MARKHAM/SCARBOROUGH


Thinking Beyond the Box: Part 2Level: Advanced Duration: One Day PD Hours: 7

Tools that force the brain to think in novel ways, often contrary to what is generally defined as analytical thought, can help professionals train their brains to think in new ways. This highly interactive workshop will give you practical and easily implementable methods for liberating thought, both personally and professionally. The instructor will demonstrate how to build an active, healthy brain and the life-altering benefits of doing so. WHO WILL BENEFIT:Anyone who has attended Part 1 (a mandatory pre-requisite) and found the day empowering in pursuit of their professional goals.

SPECIAL INSTRUCTIONS:Prerequisite: Thinking Beyond the Box: Part 1. Participants are encouraged to bring your most troubling problems with you to test the effectiveness of the tools to be explained.


MARKHAM/SCARBOROUGH










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Time Management StrategiesLevel: Introductory Duration: One Day PD Hours: 7

Based on a sound combination of project management and psychology, and on the best-selling book, Cool Time: A Hands-On Plan for Managing Work and Balancing Time, this seminar approaches time management, productivity and work-life balance from a different perspective. The strategies taught in this seminar will not only allow participants to develop new best practices through an understanding of personal strengths, weaknesses, and attributes, but also guarantees successful implementation by delivering straightforward concepts that are easy to learn and implement, and take back to the workplace to teach to others. Blending classic common sense with the realities of the modern workplace, this seminar has been delivered with great success to thousands of accounting professionals.

WHO WILL BENEFIT:Any individual, from new hires to executives, working in any industry, from the public sector to major firms.

SPECIAL INSTRUCTIONS:Participants are welcome to bring a laptop and wireless device. Session-related tweeting is encouraged. Handout material will be available both online and in print.


TORONTO - BLOOR Jun 18 9 a.m. - 4:30 p.m. Steve Prentice


The Top 10 Essential Professional SkillsLevel: Intermediate Duration: One Day PD Hours: 7

Strong technical skills are critical to the success of directors, senior management and all employees. Effective professionals accompany their technical skills with strong soft skills. This seminar examines the top 10 essential professional skills that are most important to enhancing your effectiveness in today’s ever-changing and challenging times.


MARKHAM/SCARBOROUGH

Jun 5 9 a.m. - 4:30 p.m. Neverest







Focused, and accurate financial reporting helps to drive informed decision-making. Keep your knowledge of financial reporting standards up-to-date and learn how to implement, manage and maintain strong reporting for your clients or organization with the seminars in this section.

Accounting, Auditing & Professional Practice Update

ASPE – Disclosure & Presentation – From Standards to Words

ASPE in the Construction Industry

Financial Statement Analysis

IFRS – Resource Exploration & Mining Industry

NFPO – Financial Statement Presentation & Note Disclosure

Section at a Glance

FINANCIAL REPORTING

ENABLE SOUND DECISION-MAKING WITH STRONG FINANCIAL REPORTING.



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Accelerate & Optimize Financial Close & Spreadsheet ControlsLevel: Intermediate Duration: One Day PD Hours: 7

A common challenge in business is the perception that the financial close process is inefficient and cumbersome. Finding additional time savings at month-, quarter- and year-end is critical during these challenging times of increasing complexity in financial reporting, and accelerated reporting and regulatory obligations. Participants in this seminar will gain a practical understanding of best practices in the financial close processes and learn how to accelerate the financial close process and enhance controls. You will learn how to identify objectives for an accelerated close process and identify non-core close activities to design and establish robust financial close controls including segregated roles and responsibilities, compliance calendars, and spreadsheet and contract management controls.

WHO WILL BENEFIT:CFOs, controllers and accounting managers who wish to strike the right balance between speed and accuracy of the financial close process, without compromising the internal control environment.


MISSISSAUGA Jul 3 9 a.m. - 4:30 p.m. Massood Oroomchi

Accounting, Auditing & Professional Practice UpdateLevel: Intermediate Duration: One Day PD Hours: 7

This seminar is designed to review recent revisions to the CPA Canada Handbook, specifically Accounting - Part II (ASPE), Part III Accounting Standards for Not-for-Profits, and Assurance. An outline of the changes in International Financial Reporting Standards (IFRS), will be provided, as the revisions often precede similar revisions to Accounting Standards for Private Enterprise (ASPE) and form one source of additional guidance in the application of ASPE. Throughout the seminar participants will review matters discussed by the Private Enterprise Advisory Committee to understand problem areas in the application of ASPE and Accounting Standards for Not-for-Profit Organizations, based on practice inspection findings and other sources. The instructor will examine exposure drafts and other projects in process for accounting and assurance, including an update on the status of the projects on review engagements and compilation engagements.

WHO WILL BENEFIT:This seminar is designed for professional accountants who practice public accounting, serving small-and medium-sized businesses. An overview of current developments in accounting and assurance standards will also be provided.


OTTAWA - DOWNTOWN

Jun 8 9 a.m. - 4:30 p.m. Shawn Kelso

MARKHAM/SCARBOROUGH

Jun 4 9 a.m. - 4:30 p.m. Jane Bowen


Advanced Financial Statement AnalysisLevel: Advanced Duration: One Day PD Hours: 7

This seminar focuses on how to analyze financial statements, particularly the lesser known techniques which are becoming more and more important in a world with multiple reporting standards. Participants will review the proper situations in which to use straightforward financial ratio analysis. The speaker will also address adjustments that must be made to statements prior to the use of ratios so financial analysis techniques can be applied effectively. Other measures which must be taken into account to arrive at a detailed assessment of a company’s financial health will also be explained.

SPECIAL INSTRUCTIONS:Participants must bring a calculator to the session.


TORONTO - YORK Jun 15 9 a.m. - 4:30 p.m. Karine Benzacar

This is a great program which gives great insight to the role of Controller; gives an opportunity to think about the role from a different perspective.”

Past participant of The Advanced Controllership Program – Operational Skills. Turn to page 102 to read more.










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ASPE: Disclosure & Presentation – From Standards to WordsLevel: Intermediate Duration: One Day PD Hours: 7

Much was said about reduced disclosure for private enterprises when Accounting Standards for Private Enterprises (ASPE) were issued, but what is the reality and what are the best practices now? This seminar reviews disclosure and presentation requirements of ASPE from cash to cash flow, financial instruments to equity instruments, and from the known to the contingent. Starting with a basic set of private enterprise financial statements, showing the common presentation and disclosure requirements, participants will build on those statements with additional disclosure and presentation matters.

WHO WILL BENEFIT: This seminar is designed for practitioners and preparers of financial statements for private enterprises.


MISSISSAUGA May 26 9 a.m. - 4:30 p.m. Jane Bowen

ASPE in the Construction Industry Level: Intermediate Duration: Half Day PD Hours: 3

This seminar explores the Accounting Standards for Private Enterprises (ASPE) that are applicable to the construction industry in a practical manner. For the purposes of this seminar, construction industry includes construction contractors with various activities. A contractor may engage in those activities as a general contractor or a subcontractor, and does not necessarily have ownership of real estate, but is acting as the vendor to builders, developers, and landlords that have direct or indirect ownership of the real estate. The seminar will also cover the disclosure requirements of ASPE and other issues specific to the construction contracts.

WHO WILL BENEFIT:Professional accountants who work with or are interested in financial reporting and related areas of accounting in the construction industry. Anyone involved in financial reporting and corporate accounting under ASPE including CFOs, VPs of finance, and controllers.

SPECIAL INSTRUCTIONS:For broader coverage of the accounting for real estate, participants may prefer to attend the ASPE in the Real Estate Industry seminar.


MARKHAM/SCARBOROUGH

May 21 1 p.m. - 4 p.m. Soheil Talebi

TORONTO - BLOOR Jul 6 9 a.m. - 12 noon Soheil Talebi

ASPE in the Real Estate IndustryLevel: Intermediate Duration: One Day PD Hours: 7

This seminar explores how the Accounting Standards for Private Enterprise (ASPE) that are applicable to the real estate industry, and links to REALpac in a practical manner. For the purposes of this seminar, the real estate industry will include real estate development and rental properties. This seminar will discuss accounting issues encountered by builders, developers and landlords that have direct or indirect ownership of the real estate. Accounting issues related to the general contractors or subcontractors who are involved in the construction industry will not be covered. This seminar will also cover the disclosure requirements of ASPE and other issues specific to the real estate industry.

WHO WILL BENEFIT:Professional who work in or are interested in financial reporting and related areas of accounting in the real estate industry. Anyone involved in financial reporting and corporate accounting under ASPE including CFOs, VPs of finance, and controllers.

SPECIAL INSTRUCTIONS:Those interested in accounting issues related to the general contractors or subcontractors who are involved in the construction industry, may prefer to attend the ASPE in the Construction Industry seminar.


MARKHAM/SCARBOROUGH

May 20 9 a.m. - 4:30 p.m. Soheil Talebi

MISSISSAUGA Jul 27 9 a.m. - 4:30 p.m. Soheil Talebi










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Financial Statement AnalysisLevel: Intermediate Duration: One Day PD Hours: 7

Regardless of their career choice, professional accountants will be involved in the review and analysis of financial statements. For many, this is a skill that may have become rusty over time, perhaps by seeing the same company month after month, or being rushed to report on the annual statements. Being able to quickly, confidently and thoroughly interpret financial results is a critical skill that all professional accountants need in their toolbox. Through financial statement examples, this seminar will strengthen your financial statement analysis capabilities by re-familiarizing yourself with key accounting guidelines and reporting issues that impact analysis. The merits and pitfalls of ratio and trend analysis, and other matters usually considered foreign in the preparation of accounting information will also be discussed.

WHO WILL BENEFIT:Financial managers in business will gain knowledge that they can use to help manage their own reporting dashboards. Those in public practice will benefit from the ability to quickly understand and detect strengths and identify areas of potential concern for clients.


MARKHAM/SCARBOROUGH

Jul 10 9 a.m. - 4:30 p.m. Keith Martin

IFRS – Resource Exploration & Mining Industry BasicsLevel: Introductory Duration: One Day PD Hours: 7

This seminar provides participants with a good understanding of the accounting standards relevant to resource exploration and mining and the specific application of the standards to industry issues. The instructor will cover all the stages an accountant will have to follow to support a client or organization in the resource exploration and mining industry. You will learn from the beginning – discussing exploration for an evaluation of mineral resources – to the end including, financial statement presentation and reporting and IFRS disclosures.

WHO WILL BENEFIT:Professional accountants, from auditors and committee members to CFOs and senior executives, who work in or are interested in the resource exploration and mining sectors, and related areas of publicly accountable enterprises.


TORONTO - BLOOR Jul 21 9 a.m. - 4:30 p.m. Alex Fisher


IFRS – Revenue Recognition Standard (IFRS 15)Level: Intermediate Duration: Half Day PD Hours: 3

This seminar provides participants with an understanding of the new five-step revenue recognition framework including when and how much revenue should be recognized. How the new framework may change prior revenue recognition for certain transactions and in certain industries, and an understanding of key estimates and judgments required in applying the standard will be explained. The application guidance in the standard on various topics such as warranties, licences, capitalization of costs of obtaining and fulfilling a contract, contract modifications, the new qualitative and quantitative disclosure requirements and the standard’s transitional requirements will also be reviewed. After attending this seminar, you will understand the scope of the standard, its effective date and transitional requirements.

WHO WILL BENEFIT:This seminar is designed for practitioners, financial analysts, and controllers responsible for revenue recognition and accounting. SPECIAL INSTRUCTIONS:Participants should have knowledge of IFRS 15, Revenue from Contracts with Customers.


MARKHAM/SCARBOROUGH

Jul 21 9 a.m. - 12 noon Marisa Moriello

We have in-depth certificate programs geared towards multiple career stages and industries. Take a look at page 87 to read more.

DID YOU KNOW?









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Not-for-Profit Organizations & Registered Charities – Accounting, Auditing & Taxation Issues Level: Intermediate Duration: One Day PD Hours: 7

This seminar will address accounting, auditing and income tax issues specific to not-for-profit organizations. Not-for-profit accounting, tax and reporting rules are substantially different from those applicable to private sector organizations. Without a solid understanding of these rules, professionals in financial reporting positions with not-for-profit organizations may encounter difficulties meeting reporting requirements. Participants in public practice will gain an understanding of the accounting and tax issues specific to not-for-profit entities to provide valuable services to their not-for-profit clients. The seminar is not appropriate for those specifically involved with government not-for-profits adopting standards prescribed by the Public Sector Accounting Board without the PS4200 series.

WHO WILL BENEFIT: Members in the not-for-profit sector and practitioners who audit or provide advice to registered charities or not-for-profit entities.


TORONTO - BLOOR Jul 8 9 a.m. - 4:30 p.m. Glenn Ventrcek

Not-for-Profit Organizations – Financial Statement Presentation & Note Disclosure (Non-Government Controlled Not-for-Profit Organizations)Level: Intermediate Duration: One Day PD Hours: 7

In this seminar, participants will review financial statement presentation and note disclosure requirements under Part III of the CPA Canada Handbook for Not-for-Profit Organizations (NFPOs) and relevant disclosures from Part III Accounting Standards for Private Enterprises (ASPE). How to develop presentation guidelines for financial statements, statement of financial position, statement of operations, statement of changes in net assets, and statement of cash flows will also be discussed. You will learn how to develop note disclosure by major financial statement area (PPE, liabilities, allocation of expenses, and others such as, contingencies, commitments, subsequent events, related party transactions, etc.).

WHO WILL BENEFIT:Professionals involved in the preparation of NFPO financial statements. Government-controlled NFPOs must follow the Public Sector Accounting Handbook, which will not be addressed in this seminar.

SPECIAL INSTRUCTIONS:Participants should have knowledge of Part III of the CPA Canada Handbook, with respect to measurement issues or completion of the course Not-for-Profit Organizations – A Survey of Standards under Part III of the Handbook. Those involved in larger NFPOs may prefer to attend the one-day Not-for-Profit Organizations & Registered Charities – Accounting, Auditing & Taxation Issues seminar.


TORONTO - BLOOR Jun 5 9 a.m. - 4:30 p.m. Jane Bowen

We offer in-depth executive and residential programs designed and taught by leading edge professionals in their fields. Turn to page 95 for a full listing.

DID YOU KNOW?

“This program was fantastic. The case studies have helped me implement some essential best practices that have changed how we complete some of our objectives at my organization.”

Past registrant of the Certificate in Not-for-Profit & Charity Finance Leadership. Turn to page 92 to read more about this certificate program.





Strong accounting and financial oversight is fundamental for strategy and governance best practices. The seminars in this section will focus on how to formulate strategies, implement good governance and risk management systems for any board or organization and how to translate those into specific business objectives and actions.

CFO’s Role to the Board of Directors

Corporate Governance

COSO Undone – Transitioning to the new COSO

Employment Law for Non-HR Professionals – What You Need to Know

Enterprise Risk Management

Professional Corporations

Section at a Glance

STRATEGY AND GOVERNANCE

GOVERN THE FUTURE BY CONNECTING YOUR PROFESSIONAL EXPERIENCE WITH STRATEGIC THINKING.



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CFO’s Role to the Board of DirectorsLevel: Intermediate Duration: One Day PD Hours: 7

The CFO’s role continues to grow and expand far beyond the basic custodianship of the books and records. Today’s CFOs are responsible for ensuring the overall direction of the business is consistent with the direction provided by the board of directors — and managing the politics that come with this responsibility. This interactive workshop will provide you with a clear understanding of the concerns of board members and your role and responsibilities. The content will provide you with a perspective on how to align your role with the objectives and needs of your fellow management team members and the board of directors. You will learn how all organizations are different, whether public, private, large or small. You will learn from other participants, and a leading facilitator, how to manage and successfully accomplish your role as it relates to a board.

WHO WILL BENEFIT:Financial professionals who lead financial teams and are members of a management team, who want to understand their role and expectations as it relates to a board.


TORONTO - BLOOR Jun 24 9 a.m. - 4:30 p.m. Larry Ginsberg

Commercial Real Estate for Corporate Strategy & Professional AccountantsLevel: Advanced Duration: One Day PD Hours: 7

Next to HR and IT, real estate represents one of the largest costs to an organization, yet it is often misunderstood. The impact of not sufficiently connecting disparate bits of information can have a significant financial cost on an organization. Possessing this knowledge can influence how operating costs are managed, cash flow is increased, and return on investment is maximized. This is particularly relevant to professional accountants who drive an organization’s strategic direction, as it offers a more holistic view on how all the pieces fit together and align with an organization’s underlying objectives. This workshop will provide a logical framework to connect these pieces together and is structured to discuss foundational, quantitative and strategic elements.

WHO WILL BENEFIT:Executive and management level practitioners seeking to understand how key strategic elements are linked and have oversight on the real estate decision making process.


TORONTO - BLOOR May 20 9 a.m. - 4:30 p.m. Tony Gill


Corporate GovernanceLevel: Intermediate Duration: One Day PD Hours: 7

What are the leading trends in corporate governance? What are the best boards doing? Find out the answers to these questions in a highly dynamic, inclusive, practical and useful seminar on corporate governance. In the past few years, having good corporate governance practices in your business is key to ongoing success and public trust. Officers in organizations have a duty to their stakeholders to ensure that the organization is under good governance. With the public eye on corporations now more than ever, good governance practices are of the utmost importance as the tone of the company can be set by its officers.

WHO WILL BENEFIT:Anyone looking to expand their knowledge on corporate governance.


TORONTO - YORK Aug 21 9 a.m. - 4:30 p.m. Richard Leblanc

COSO Undone – Transitioning to the New COSOLevel: Intermediate Duration: One Day PD Hours: 7

This full-day seminar takes participants through the New Committee of Sponsoring Organizations of the Treadway Commission (COSO) publications including: Internal Control–Integrated Framework: Framework and Appendices, Illustrative Tools for Assessing Effectiveness of a System of Internal Control, and Internal Control over External Financial Reporting: Compendium of Approaches and Examples. This seminar provides a comprehensive understanding of the new requirements and demonstrates how to transition to the new COSO with the least amount of disruption to the business. It will provide a practical and common sense approach to the design, implementation and evaluation of internal control environments for all types of organizations whether publicly traded, private, governmental or not-for profit.

WHO WILL BENEFIT:Professionals who are responsible for internal control programs and require more in-depth information about specific issues relating to internal controls. Practitioners who provide advice or have been engaged to perform related review or audit services to all types of organizations will also benefit from attending.


TORONTO - BLOOR May 14 9 a.m. - 4:30 p.m. Massood Oroomchi








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Employment Law for Non-HR Professionals – What You Need to KnowLevel: Advanced Duration: One Day PD Hours: 7

In today’s legal environment, taking care of the “people-side” of the business is becoming increasingly important to organizations. Leaders need to be equipped with knowledge and tools to reduce legal costs and minimize the risk of third party employee complaints and/or lawsuits arising from workplace issues. This seminar will provide you with an overview of typical workplace issues along with practical tips to deal with them. By taking this seminar, you will gain practical strategies to be proactive and deal with workplace issues before they escalate; gain a deeper understanding of employment related laws; and better understand your rights and obligations as employers to protect the business and minimize liability.

WHO WILL BENEFIT:Business owners, senior financial professionals in organizations, managers, and any other finance and accounting professionals who are seeking to understand the fundamentals of employment law.

SPECIAL INSTRUCTIONS:All attendees must bring a copy of the seminar materials provided.


TORONTO - YORK Aug 12 9 a.m. - 4:30 p.m. Jordan Rodney

Enterprise Risk ManagementLevel: Intermediate Duration: One Day PD Hours: 7

Enterprise risk management (ERM) is quickly evolving beyond traditional regulatory conformance. ERM frameworks are linking performance into the view of risk. Attend this seminar to learn how organizations are able to balance risk and rewards by integrating best practices in strategy, risk, and performance management. This seminar will teach you how to leverage ERM solutions to identify and mitigate risk, and how to implement a response strategy for an organization and strengthen internal controls.

WHO WILL BENEFIT:Executives and risk management practitioners.

SPECIAL INSTRUCTIONS:Participants will work on a case study for their own organization or on one with other participants. A special purpose Excel tool will be provided. Participants can bring their own laptop or work with others.


TORONTO - YORK Jul 16 9 a.m. - 4:30 p.m. Brett Knowles


Family Business – The Essentials for the Trusted AdvisorLevel: Intermediate Duration: Two Days PD Hours: 14

Accountants often earn the role of trusted advisor within a family business setting. Family business brings significant and unique challenges coupled with enormous potential opportunity. Dealing with owner-managed businesses, particularly entrepreneurs, introduces a very different operating environment for the trusted advisor. This two-day workshop will provide you with perspective and insight into the family business environment. You will challenge your assumptions and add to your toolkit by understanding the specific drivers of family businesses that make them unique. The governance model for family businesses, the role of the advisor, and special considerations for succession planning and the sale of family businesses will also be discussed. You will walk away feeling confident that you have the tools you need to deal with any family business situation.

WHO WILL BENEFIT:Those responsible for providing advice and counsel in a family business setting.


MARKHAM Jul 9 - 10 9 a.m. - 4:30 p.m. Larry GinsbergPractitioners have to plan their own personal finances, too. Turn to page 70 to read about our Wealth Management seminars.

DID YOU KNOW?







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Fraud Happens! What to Do When You Suspect FraudLevel: Intermediate Duration: One Day PD Hours: 7

We don’t encounter fraud every day, so it is important to learn from the experts. At this seminar, an experienced fraud investigator provides you with the basic skills you need to react to allegations of fraud effectively and efficiently. You won’t be a fully-trained fraud investigator at the end of this seminar, but you will know enough to avoid panic and calmly work through situations that may involve fraud. The seminar provides a framework in which to manage the investigation of fraud allegations, including the use of investigative tools, sources of recovery, dealing with the media and the police, and more.

WHO WILL BENEFIT: Members in industry or public practice who wish to understand the fraud investigation process, recovery techniques, and how to manage an internal fraud investigation while avoiding common pitfalls.


TORONTO - BLOOR Jun 3 9 a.m. - 4:30 p.m. Sheree Mann

Human Resources for Financial Professionals – Steering the Organization Away from TroubleLevel: Intermediate Duration: One Day PD Hours: 7

This seminar highlights a broad range of HR issues and pitfalls, and provides a high-level overview of provincial legislation and current issues as it pertains to the employee-employer relationship in Ontario. The content takes the participants through the employee life cycle, beginning with recruiting and hiring, through to termination. Along the way, the instructor will provide practical guidance on best practices based on his years of experience in the HR and finance function areas in small- to medium-sized companies. The information in this seminar is not intended to replace the need for competent legal advisors, but rather to allow you to identify HR issues and provide some guidance that might allow the financial executive to help steer an organization away from trouble.

WHO WILL BENEFIT:Financial professionals who have a dual finance and HR responsibility but might not have a true HR department in their organization, and have limited or no formal HR training or experience.


MISSISSAUGA Jun 24 9 a.m. - 4:30 p.m. Keith Martin

Improving Governance in the Not-for-Profit SectorLevel: Intermediate Duration: One Day PD Hours: 7

Many boards in the not-for-profit sector struggle with governance issues and are unable to get down to their true mission of improving services to their stakeholders. This seminar provides accountants who are board members of not-for-profit entities such as charities, government-funded agencies, professional and trade associations, chambers of commerce and others the tools to drive more effective board governance. This seminar provides practical approaches, ideas and guidance to direct highly functioning boards that fulfil their fiduciary responsibilities effectively. After attending this seminar, you will know how to lead the charge on governance and make your boards more financially savvy.

WHO WILL BENEFIT:Accountants involved or interested in learning how to effectively participate on a not-for-profit board of directors.


TORONTO - BLOOR Jun 8 9 a.m. - 4:30 p.m. Arun K. Mathur

Operational Excellence: Increasing the VelocityLevel: Intermediate Duration: One Day PD Hours: 7

Improving the performance of a business operation in services, manufacturing or distribution, is achieved through a strategic approach connecting and aligning the organization’s vision, leadership, processes, resources and culture. The challenge that exists is that the size and complexity of operations can make it seemingly difficult to move the needle of performance. In effect, this is where the concept of operational excellence evolved from, the idea that to improve business operations requires intense focus on identifying and instituting improvements that will yield the greatest benefit to the bottom line.


MARKHAM/SCARBOROUGH

May 29 9 a.m. - 4:30 p.m. Shawn Casemore








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Professional CorporationsLevel: Introductory Duration: Half Day PD Hours: 3

In considering the possible use of a professional corporation in Ontario, advisors need to consider a number of potentially complex and interrelated issues. This seminar addresses the basic tax, corporate, commercial, shareholder, structural and provincial legislative and regulatory considerations regarding the use of a professional corporation in the conduct of a professional practice. The instructor will provide an overview and comparative summary of provincial legislation pertaining to professional corporations. You will walk away from this seminar with a greater understanding of restrictions regarding shareholders, liability considerations, tax advantages and more. Possible structures for professional corporations and best practices will be discussed.

WHO WILL BENEFIT:Anyone who would like to know the advantages and disadvantages of using professional corporations in particular client scenarios.


TORONTO - BLOOR Jun 19 1 p.m. - 4 p.m. Tom Pister

Stop the Insanity! Radical Ideas for Unpredictable TimesLevel: Advanced Duration: One Day PD Hours: 7

There are two types of enterprises in the world today, those that get better and those that go under. This cutting-edge, counter-intuitive seminar enables participants to fix failing business practices by embracing ideas that run contrary to everything they have ever been taught about running organizations. Business techniques designed for simpler times simply can’t cope with complexity and uncertainty. Insanity is doing the same thing while expecting different results. As a manager, that thinking could be your demise. Does your budgeting process work as you would like it to? Does your growth strategy bring the changes you seek? Will your culture enable you to succeed? Do core business functions add (or subtract) value? What mechanisms ensure your managers practise what they preach? The constraints holding back the performance of organizations today and new management models will be deconstructed. You will leave this seminar understanding what dictates success and how to drive it.

WHO WILL BENEFIT:Those who increasingly realize their out-dated approaches, warmed-over theories and same-old management tools are not producing the results they desire.


MARKHAM/SCARBOROUGH

May 28 9 a.m. - 4:30 p.m. Jim Murray This year’s Public Sector Day features Bill Matthews, CPA, CA, Comptroller General of Canada. Turn to page 104 to learn how you can register.

DID YOU KNOW?

“The Certificate in Human Resources for Professional Accountants was an excellent program. The speakers were very knowledgeable on the issues presented.”

Turn to page 90 to read more.






From planning and performance management, to control functions and non-financial decision making, the seminars in this section will focus on implementing reliable management accounting practices to support the effective day-to-day business operations and empower decisive decision making within any organization.

Costing & Profitability Management

Enterprise Dashboards

Forecasting Your Cash Position

IFRS – What Your CFO Wants You to Know

Management Accounting Refresher

Strategy Based Analytics

Section at a Glance

MANAGEMENT ACCOUNTING

SUPPORT ORGANIZATIONAL PLANNING AND DECISION MAKING WITH EFFECTIVE MANAGEMENT ACCOUNTING TECHNIQUES.



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Costing & Profitability ManagementLevel: Intermediate Duration: One Day PD Hours: 7

In most organizations, 80 per cent of profits come from about 20 per cent of sales. The key to improving profitability or to turn an unprofitable situation into a profitable one, is to understand the drivers of profitability and how to leverage core products or customers. Too often financial professionals are so occupied with the daily realities of reporting results that they don’t take the time to analyze and improve them. In this interactive seminar, you will learn how to contribute directly to your organization’s bottom line by analyzing profitability by product, customer, segment, or geographical region. Learn how to identify the main drivers of profitability and the parts of a business that need to be changed at this informative costing and profitability seminar.

WHO WILL BENEFIT:Financial professionals working in industry or public practitioners who provide management accounting or consulting expertise to their clients.

SPECIAL INSTRUCTIONS:Participants should bring a calculator.


MISSISSAUGA May 11 9 a.m. - 4:30 p.m. Karine Benzacar

Enterprise DashboardsLevel: Intermediate Duration: One Day PD Hours: 7

Changes in the competitive landscape have resulted in increased focus on enterprise performance by senior management and stakeholders. These changes have forced many organizations to look beyond traditional accounting based performance measures. While financial metrics still dominate performance evaluations, increasing focus has been placed on improving performance that affects other key stakeholders such as customers and employees. This multi-dimensional view of the enterprise with both leading and lagging key performance indices (KPIs) has led many leading organizations to design holistic performance measurement and management frameworks to run their business. The usefulness of well-designed scorecards for corporations, as well as business units and guidelines for implementation will also be examined.

WHO WILL BENEFIT:Senior and mid-level accountants in industry involved in measuring and improving the performance of their organization.


OTTAWA - DOWNTOWN

Jun 24 9 a.m. - 4:30 p.m. Vijay Jog

Financial Management in the Construction IndustryLevel: Introductory Duration: One Day PD Hours: 7

Construction is Canada’s largest single industrial activity in terms of value and employment. It is an industry where large projects are predominantly controlled by large, national organizations but the majority of the work is done by small, family-run contractors. Each year, this seminar is refreshed and prepared to support financial managers in the construction industry. The construction industry provides a variety of challenges for financial professionals. From the complexity of the accounting system to the broad spectrum of stakeholders, this seminar will teach you how to provide value to your organization or clients in the industry. The key unique challenges facing the construction industry, how to effectively manage contracts for large projects and how to communicate and negotiate with industry stakeholders will be explained.

WHO WILL BENEFIT:Those with a beginner or intermediate knowledge of the construction industry, including financial professionals within the construction industry who are new to their position or the industry, or practitioners who wish to improve their knowledge of the construction industry.


MARKHAM/SCARBOROUGH

May 5 9 a.m. - 4:30 p.m. Keith Martin

Forecasting Your Cash PositionLevel: Intermediate Duration: One Day PD Hours: 7

Professional accountants are always looking for ways to help their organization or clients do the best possible job in forecasting their future cash positions and in managing the sufficiency of their cash resources. Many organizations have not thought about the impact on their future cash flow needs resulting from changes in their situation, such as an increase in sales volume. This seminar includes a thorough review of best practices for developing, maintaining and updating a cash flow forecast, and the pros and cons of various ways to speed up the flow of cash. There will also be an in-depth discussion of financing alternatives to improve your cash position.



BURLINGTON Jun 10 9 a.m. - 4:30 p.m. Roger Keen/Neverest









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How to Implement Business Process Analysis (BPA): The Bridge Between Operations & Effective PerformanceLevel: Intermediate Duration: One Day PD Hours: 7

The content and tools covered in this seminar are designed to enable practitioners to recognize internal and external measurement and management factors affecting business processes. Participants will learn how to appreciate and prioritize the strategic linkages of key processes throughout operations. Measuring to support performance management and improvement initiatives will also be discussed. At the core of this seminar is the principle that all performance is implemented, managed and improved at the level of the business process and, more specifically, at the intersection of people and process.

WHO WILL BENEFIT:Financial managers and management accountants at all levels that need to understand organization and process performance and overall financial management. Professionals who work closely with operations personnel, process owners and decision makers will also benefit from attending.


TORONTO - YORK Jul 30 9 a.m. - 4:30 p.m. Paul Sharman

IFRS: What Your CFO Wants You to KnowLevel: Intermediate Duration: One Day PD Hours: 7

International Financial Reporting Standards (IFRS) is now out in full force. There are a number of differences between the former Canadian Generally Accepted Accounting Principles (GAAP), U.S. GAAP, Accounting Standards for Private Enterprise (ASPE) and IFRS. Whether professionals are working with IFRS or not, it is important to stay up to date with the changes in the accounting field and understand the differences from GAAP, on which many accountants were trained. This seminar is intended for financial professionals who are familiar with GAAP but lack expertise with IFRS and would like to obtain an understanding of the key aspects of IFRS. The objective of this seminar is to teach you the major differences between IFRS and Canadian GAAP and to become more comfortable with IFRS reporting.

WHO WILL BENEFIT:Financial professionals who were trained under Canadian or U.S. GAAP and want to learn the key elements of IFRS.

SPECIAL INSTRUCTIONS:Participants should bring a calculator.


TORONTO - BLOOR Jun 11 9 a.m. - 4:30 p.m. Karine Benzacar

Implementing Winning KPIsLevel: Intermediate Duration: One Day PD Hours: 7

Key Performance Indicators (KPIs) are an organization’s primary resource to plan, monitor and manage performance. Designed to focus on the issues that matter most to an organization, KPIs can be a key conduit for organizational change management and culture modification. Participants will gain a better understanding of what a KPI is, why it is unique and how to identify the best KPIs for their organization. The roles that are required to build and maintain KPIs as well as proper presentation and organization will also be discussed. The session contains countless real-world case examples and hands-on case studies, and is presented by one of CPA Ontario’s highest-scoring presenters.


SPECIAL INSTRUCTIONS:Participants will work on a case study either for their own organization or one with other participants. A special purpose Excel tool will be provided. Participants can bring their own laptop or work with others.


MARKHAM Jun 10 9 a.m. - 4:30 p.m. Brett Knowles

Improving Financial Performance for Controllers & CFOsLevel: Intermediate Duration: One Day PD Hours: 7

There is more and more pressure to do things better, smarter and cheaper. This seminar will improve financial performance by helping you – the finance professional – deal with short-term issues such as reducing expenses and increasing cash flows, change internal procedures and processes to help the business prosper, and understand the changing business environment to be prepared for the future. This fast-paced, one-day seminar combines lectures and problem solving workshops. You will be exposed to novel ideas that will hone your analytical skills and empower you to develop practical solutions for your organization.

WHO WILL BENEFIT:Financial directors, managers, controllers and CFOs who want to help their organization survive and prosper. Members in public practice who advise clients will also benefit from attending.


MARKHAM/SCARBOROUGH

Jun 8 9 a.m. - 4:30 p.m. Jeffrey D. Sherman








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Manage Your Balance Sheet & Budget Constraints Level: Intermediate Duration: One Day PD Hours: 7

It is important for managers to know how to achieve and maintain the appropriate mix of assets, liabilities and equity for their organizations. This seminar will discuss the concepts that make a strong balance sheet. The instructor will show the link between the balance sheet and good budgeting and forecasting processes. How processes can be strengthened through open collaboration, good communications, constructive negotiations and appropriate internal controls, even in the face of changing circumstances, will also be discussed. You will learn how to monitor, document and deal with variances between budgeted and actual results, assess their impact on the ideal balance sheet, and identify future events or decisions that may require actions.



TORONTO - YORK Jun 24 9 a.m. - 4:30 p.m. Neverest

Management Accounting RefresherLevel: Introductory Duration: One Day PD Hours: 7

This seminar provides participants with an overview of key concepts and decisions in management accounting. Participants will gain an understanding of the variety of management accounting information available within an organization, the decisions that are impacted by management accounting and an improved ability to understand issues and communicate with others regarding management accounting concepts. A case study is used throughout the seminar to help you apply these concepts in a practical scenario. You will leave this seminar with a refreshed grasp of management accounting concepts, including different types of costs and cost behaviour, job order and activity-based costing, decision making using management accounting information and much more.

WHO WILL BENEFIT:Professionals interested in a refresher of key concepts and decisions using management accounting information.

SPECIAL INSTRUCTIONS:Participants are encouraged to bring a calculator.


TORONTO - BLOOR May 29 9 a.m. - 4:30 p.m. Garth Sheriff

Powerful Financial AnalysisLevel: Intermediate Duration: One Day PD Hours: 7

In today’s fast-paced corporate world, financial analysis can mean many things. Powerful Financial Analysis will cover the key facets of a financial analyst’s role within an accounting department and help analysts further their career by providing meaningful information to the people around them. Topics covered in this workshop include month-end, quarter-end, and year-end analysis, budget analysis and variance analysis. You will also learn how to streamline the more routine functions of your role, about the type of information that your internal clients need and how to provide this information effectively to the people you support, which is ultimately what will help you advance your career.

WHO WILL BENEFIT:Financial analysts, and professional accountants who supervise financial analysts.

SPECIAL INSTRUCTIONS:Participants are encouraged to bring a calculator to the seminar.


MISSISSAUGA Jun 12 9 a.m. - 4:30 p.m. Karine Benzacar

Strategy Based AnalyticsLevel: Intermediate Duration: One Day PD Hours: 7

Using pragmatic analytical tricks, tools and techniques, this seminar takes participants beyond computing to create seamless integrations between strategy, planning and execution. Participants will also learn how to determine key strategic indicators for success, how to analyze and build analytic solutions and how to translate strategy into operational tasks. The session contains countless real-world case examples and hands-on case studies and is presented by one of CPA Ontario’s highest-scoring presenters. You will focus on strategy, determining what you should be analyzing and the three key analytical tools that every organization should use.


SPECIAL INSTRUCTIONS:Participants will work on a case study either for their own organization or with other participants. A special purpose Excel tool will be provided. Participants can bring their own laptop or work with others.


TORONTO - YORK Aug 24 9 a.m. - 4:30 p.m. Brett Knowles







Developed with the relationship between information technology and accounting in mind, the seminars in this section are designed to help you build your financial modelling skills, maximize your use of Excel and keep up with the latest trends in IT.

Advanced Excel

Automating Microsoft Excel with VBA

Business Intelligence Using Excel

Infographics and Strategic Dashboards

Introduction to SQL for Financial Professionals

Technology for Accountants – Don’t Get Left Behind!

Section at a Glance

INFORMATION TECHNOLOGY

LEVERAGE EFFECTIVE IT SOLUTIONS TO SUPPORT STRONG BUSINESS PROCESSES.



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Advanced Charts & Dashboards With Excel Level: Advanced Duration: One Day PD Hours: 7

In the last decade, charts and dashboards have become a critical part of management reporting and analysis. The popularity of charts and dashboards in management information reports and financial publications has led to an ever increasing variety and complexity in chart types and configuration. The versatility and flexibility offered by the charting capabilities of Microsoft Excel puts tremendous charting power in the hands of a management analyst. In this workshop, you will look at various techniques that use multiple features of Excel to make powerful charts, advanced pictorial representations, management dashboards, and conditionality for chart displays. This is a hands-on seminar where you will bring a new standard of professionalism to your management reports, presentations and analysis.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel for PC, version 2010 will be used in the workshop. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules. Some of the features may not be available in earlier versions and, where possible, workarounds will be demonstrated.


OTTAWA - DOWNTOWN

May 20 9 a.m. - 4:30 p.m. Paul Mascarenhas

TORONTO - YORK May 11 9 a.m. - 4:30 p.m. Paul Mascarenhas

Advanced ExcelLevel: Advanced Duration: One Day PD Hours: 7

Microsoft Excel provides an excellent blend of power and flexibility to the advanced spreadsheet user. The ability to creatively combine Excel’s various features, functions and formulas will help you become a power user and makes short work of a variety of organizational data-related tasks. This workshop is aimed at giving you a deep understanding of how to use advanced features in combination to be able to perform a variety of highly complex reporting and analytical tasks with ease. You will be exposed to productivity tips and tricks to enhance your output and enable speedy working in this hands-on workshop. You will also understand the use of data validation lists to add interactivity to your spreadsheet calculators and models.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel for PC, version 2010 will be used. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules. Some of the features may not be available in earlier versions and, where possible, workarounds will be demonstrated.


KITCHENER May 6 9 a.m. - 4:30 p.m. Paul Mascarenhas

We have flexible options to serve your learning needs including online learning in three different formats. Check out page 75 to learn more.

DID YOU KNOW?

“The Certificate in Strategic Leadership was the best training on leadership I have ever received. The case study method provided a realistic way to learn key concepts. The role play provided an opportunity to practise managing styles that are appropriate for different personalities.”

Past participant of the Certificate in Strategic Leadership. Turn to page 93 to read more.







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Advanced Excel for Planning & AccountingLevel: Advanced Duration: One Day PD Hours: 7

Many Excel power users will appreciate that much of Excel’s power is realized when one has an in-depth understanding of how to combine its various features, rather than use them individually when building spreadsheets and analyzing data. The ability to make such combinations often depends on how deeply one understands the capability and the possibilities of each feature and the creative ways they can be used. This interactive workshop aims to give you an understanding of advanced techniques for building spreadsheets that can be used in the planning process. Advanced techniques in managing and consolidating data, constructing powerful formulas, the advanced automation capabilities of Excel and more will be explained.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel for PC, version 2010 will be used. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules. Some of the features may not be available in earlier versions and, where possible, workarounds will be demonstrated.


MARKHAM/SCARBOROUGH

Jun 26 9 a.m. - 4:30 p.m. Paul Mascarenhas

Advanced Excel Immersion Two-DaysLevel: Advanced Duration: Two Days PD Hours: 14

Microsoft Excel provides an excellent blend of power and flexibility to the advanced spreadsheet user. It is, however, the ability to creatively combine Excel’s various features, functions and formulas that distinguishes the power user and makes short work of a variety of organizational data-related tasks. This two-day workshop is aimed at giving you a deep understanding of how to use advanced features in combination to be able to perform a variety of highly complex reporting and analytical tasks with ease. At this workshop, you will learn productivity and quality tips and tricks to enhance output with printing, spreadsheet building, keyboard shortcuts and more. You will also learn the foundation techniques required to support advanced analysis.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel for PC, Version 2010 will be used in the workshop. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules.


TORONTO - YORK Jul 27 - 28 9 a.m. - 4:30 p.m. Paul Mascarenhas

Automating Microsoft Excel with VBALevel: Introductory Duration: Two Days PD Hours: 14

Microsoft Excel Visual Basic for Applications (VBA) is the programming language that underlies Excel spreadsheets. Business professionals with VBA skills have a competitive advantage in an increasingly demanding workplace. Excel VBA is a powerful tool that extends the capabilities of Excel, manipulates spreadsheets and automates tools and dashboards. Many financial professionals needlessly spend time manually performing repetitive tasks that can be automated easily. An introduction to Excel VBA can result in time savings, reduced errors from repetitive fatigue, greater Excel self-sufficiency and more efficient spreadsheet models. The goal of this workshop is not to learn to be a developer, but to enhance your Excel skills and capabilities using simple programming techniques.

WHO WILL BENEFIT:This seminar is designed for financial professionals who manually repeat tasks in Excel, create models that take too long to recalculate, or want to develop automated reporting and dashboards.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel 2010 for Windows will be used in the workshop. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules.


TORONTO - YORK May 7 - 8 9 a.m. - 4:30 p.m. Scott Cuthbertson







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Building a Financial Model (Of a Company)Level: Intermediate Duration: One Day PD Hours: 7

This hands-on seminar focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. During this seminar, participants will build a financial model including cover design, logic, construction, financial concepts and accounting treatment. Using switches to create effective scenarios and value drivers, forecasting to build up revenues and expenses, and more will be explained. You will leave this seminar with increased financial modelling skills and knowledge of industry best practices.

WHO WILL BENEFIT:Anyone involved in business valuations, and those who wish to improve their financial modelling skills.

SPECIAL INSTRUCTIONS:Participants must bring their own laptop with access to Microsoft Excel 2007 or better. Participants should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to attending.


TORONTO - YORK Jun 2 9 a.m. - 4:30 p.m. Marquee Group

Business Intelligence Using ExcelLevel: Intermediate Duration: One Day PD Hours: 7

Business intelligence is about transforming data into information and then into insight. Using real-world cases, you will assume the role of an analytical professional to solve two data-intensive business challenges at this workshop. You will be led through the stages of solving a data-driven business problem: learning the issue; analyzing the situation; applying analytical techniques to develop practical insights; choosing plans of action and implementation; building a model and communicating the findings. The workshop is lecture driven, with a combination of instructor-led discussion and class participation. Basic to intermediate features of Microsoft Excel used for data and statistical analysis will be explained. The instructor will also touch on key Microsoft Excel functions and tools used for data analysis.

WHO WILL BENEFIT:Business professionals who would like to develop broader analytic capabilities to make faster and smarter business decisions and better understand data-based decision making to monitor, measure and manage corporate performance.

SPECIAL INSTRUCTIONS:Attendees must bring a laptop with either Microsoft Office 2013 or 2010.


TORONTO - YORK Aug 21 9 a.m. - 4:30 p.m. David Elsner

Cloud ComputingLevel: Intermediate Duration: One Day PD Hours: 7

Cloud Computing is a hot topic in today’s technology environment. Do all of us know what cloud computing really means? In this seminar, you will learn the fundamentals of cloud computing, including what cloud computing really is and how to identify if cloud computing is right for an organization. Leading providers of cloud-based services will be profiled. A special focus of this seminar is the impact that cloud computing will have on accounting, regardless of industry. During the seminar you will learn how to migrate to cloud-based solutions and avoid major pitfalls along the way. You will also learn how to distinguish between cloud computing, virtualization and hosted services.

WHO WILL BENEFIT:Accountants who want to learn about the leading cloud solutions.


MISSISSAUGA Jul 6 9 a.m. - 4:30 p.m. K2 EnterprisesCPA Ontario offers Personal PD Passports that can help you save dollars on PD. Flip to page 8 to learn more.

DID YOU KNOW?






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Excel Boot CampLevel: Intermediate Duration: Two Days PD Hours: 14

Although many accountants consider themselves experts in Excel, most are self-taught and do not use Excel to its full potential. This hands-on workshop will use accounting-centric examples that have been developed for accountants, by accountants. This workshop takes you through Excel, explaining how to elevate your Excel skills. Microsoft’s significant improvements to Excel will be featured in this seminar including: additions to the function library, tables, a greatly improved charting engine, and an overhaul of pivot table functionality. In addition, throughout the two-day boot camp, you and your team will learn techniques for increasing not only your efficiency, but also your effectiveness, when working with Excel.

WHO WILL BENEFIT:Accountants who work with Excel and want to take their Excel skills to the next level.

SPECIAL INSTRUCTIONS:This seminar requires an intermediate level of Excel knowledge. Participants are encouraged to bring their laptop with Excel 2007 or higher to follow along.


OTTAWA Jun 2 - 3 9 a.m. - 4:30 p.m. K2 Enterprises

TORONTO - BLOOR Jun 16 - 17 9 a.m. - 4:30 p.m. K2 Enterprises

Excel for Management & Financial AnalysisLevel: intermediate Duration: One Day PD Hours: 7

The savvy analyst or decision-maker will rely on a combination of features available in Excel, to bring different perspectives to data and extract meaningful information from it. Microsoft Excel has enormous power and flexibility in building formulas and decision models. A large part of that power can be effectively tapped only when you know how to creatively combine the various features available. In this interactive workshop, you will learn advanced techniques in managing data and checking integrity of imported data, analytical techniques, representation of data in financial and management reporting, productivity techniques, and dynamism in management reports and presentations.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel for PC, version 2010 will be used. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules.


MISSISSAUGA Aug 7 9 a.m. - 4:30 p.m. Paul Mascarenhas

Excel VBA – Focus on Charts & VisualizationsLevel: Introductory Duration: One Day PD Hours: 7

Microsoft Excel Visual Basic for Applications (VBA) is the programming language that underlies Excel spreadsheets. Simple concepts in Excel VBA allow the automation of creating and customizing charts. Some visualizations take too long to build manually but can be created much faster using code. Many financial professionals have made simple charts manually, but would benefit from some new charting ideas and simple VBA code to automate chart creation and recreation. An introduction to charting with Excel VBA – the foundation of visualizations in dashboards and tools – will result in time savings and reduced errors. The goal of this workshop is to combine Excel VBA with innovative ideas to convey that any chart idea is possible.

WHO WILL BENEFIT:Financial professionals who find themselves spending too much time trying to create an impressive visualization or those interested in learning how to develop automated charts for dashboards.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Excel 2010 for Windows will be used in the workshop. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules.


TORONTO - YORK Jul 6 9 a.m. - 4:30 p.m. Scott Cuthbertson







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Focus on Functions & FormulasLevel: Intermediate Duration: One Day PD Hours: 7

The wide range of functions available in Microsoft Excel provides wonderful avenues for dynamically solving complex analytical, planning and reporting tasks. The advanced spreadsheet user can reap great benefits through the appropriate choice of functions and creative formula building. Using functions well can enhance output, improve productivity greatly, reduce manual activity and make short work of data-intensive tasks. Many Excel functions will be covered, including VLOOKUP, INDEX, MATCH, INDIRECT and SUMPRODUCT. You will be challenged to explore how to craft logical expressions and use them in defining customer rules for data validation and conditional formatting, including the use of AND, OR and many other functions.



TORONTO - YORK Aug 26 9 a.m. - 4:30 p.m. Paul Mascarenhas

How to Present Financial Data Effectively using PowerPointLevel: Intermediate Duration: One Day PD Hours: 7

Accountants often use PowerPoint to present financial data to peers, executives, suppliers and others. It is critical that others understand the impact of the financial analysis so that decisions can be made and the bottom line can be positively impacted. Unfortunately, too often the barrage of numbers is overwhelming to the audience and they leave confused. This session will show you a different approach to financial presentations. You will learn how to make your presentation about the message, not the numbers. Audiences want financial professionals to tell them the story behind the numbers, not overwhelm them with spreadsheets. You will learn how to create a structured message with focused content and effective visuals. Many examples from real presentations will be used to demonstrate the concepts.

WHO WILL BENEFIT:Professionals who use PowerPoint to communicate financial information to others.


MARKHAM/SCARBOROUGH

May 11 9 a.m. - 4:30 p.m. Dave Paradi

Infographics & Strategic DashboardsLevel: Intermediate Duration: One Day PD Hours: 7

The increasing amount of data in business requires an understanding of data techniques to report and display actionable information. Infographics are visual representations of data, knowledge or information. Dashboards are easy-to-read displays of information, showing a graphical presentation of critical business information. This seminar will teach participants how to use Microsoft Excel to create infographics and dashboards that present quantitative information simply, clearly, and compellingly. You will work alongside the instructor to create professional looking infographics and dashboards from scratch using data sets in Microsoft Excel. No graphic design or artistic skills are required. The seminar is designed to demonstrate how you can use Excel’s built-in tools and a little creativity to create visually compelling infographics and dashboards.

WHO WILL BENEFIT:Business professionals who work with data and want to learn more about turning data into something visually compelling, or individuals responsible for presenting quantitative information or manage those who do.

SPECIAL INSTRUCTIONS:Participants must bring a laptop with either Microsoft Office 2013 or 2010 installed.


TORONTO - YORK Jul 13 9 a.m. - 4:30 p.m. David Elsner

“It is a unique program which provides good answers on all questions one might have when trying to become a good CFO. The unique design, the small group and the interaction with the moderators help to understand the CFO role in the organization and what is required to become a valuable partner in a C-suite role.”

Past participant of The Master CFO. Turn to page 98 to read more.







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Intermediate ExcelLevel: Intermediate Duration: One Day PD Hours: 7

Increasing demand for information and reports places a heavy load on those whose job it is to compile, analyze and publish reports based on data from different sources. By learning easy productivity techniques and innovative ways of using Excel features together, finance or accounting professionals can reduce the time taken to complete regular tasks while simultaneously enabling the undertaking of more complex activities with a heightened quality of output. In this workshop, we focus on productivity techniques in data management, productivity and quality in reporting, and getting familiar with advanced aspects of data analysis and formula building. You will also learn how to use key functions like SUMIF, COUNTIF, date, time and others to summarize data effectively and build useful spreadsheet tables.



TORONTO - YORK Aug 19 9 a.m. - 4:30 p.m. Paul Mascarenhas

OTTAWA - DOWNTOWN

Jul 17 9 a.m. - 4:30 p.m. Paul Mascarenhas

Introduction to Microsoft Access for Financial ProfessionalsLevel: Introductory Duration: One Day PD Hours: 7

Microsoft Access is a relational database application that can efficiently organize and manage large amounts of data. Many financial professionals are skilled with Microsoft Excel but would benefit from leveraging Access to manipulate large data sets. Participants will also learn how to automate the processing of financial data from accounting systems, text files and Excel spreadsheets. The goal of this seminar is to expose participants to the basic features and functions of Access databases and how they can be used in conjunction with Excel. You will focus on how to use tables, queries, forms and reports to understand how all the objects work together.

WHO WILL BENEFIT:Financial professionals who want to be able to analyze larger data sets and automate repetitive steps in analysis.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop. Microsoft Access 2010 for Windows will be used. Participants may use versions 2007 or 2013, though differences in capability may exist in some modules. Some of the features may not be available in earlier versions and, where possible, workarounds will be demonstrated.


TORONTO - YORK Jun 22 9 a.m. - 4:30 p.m. Scott Cuthbertson







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Introduction to SQL for Financial ProfessionalsLevel: Introductory Duration: One Day PD Hours: 7

Structured Query Language (SQL) is the standardized language for manipulating, analyzing and summarizing data stored in databases. The ability to ask a database a question and have an answer returned is the cornerstone of analytics. Many financial professionals rely on others to perform queries on data sets for them, leading to low visibility of the database contents. With a little knowledge of SQL, you can have greater visibility to the data, leading to new questions and uses for the database. The goal of this workshop is to expose you to SQL through simple examples that build throughout the day and demonstrate that business professionals can interact with databases directly.

WHO WILL BENEFIT:Financial professionals who want to learn how SQL can allow them to interact directly with databases to ask questions and retrieve answers.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop computer to this workshop. Microsoft Access 2010 for Windows will be used in the workshop. Participants may use versions 2007 or 2013 as well, though differences in capability may exist in some modules.


TORONTO - YORK Aug 17 9 a.m. - 4:30 p.m. Scott Cuthbertson

iPad – An Effective Business ToolLevel: Basic Duration: Half Day PD Hours: 3

Moving beyond the marketing hype, Apple’s iPad has all the potential to serve as a serious business tool. Not only can you use the iPad to access traditional resources such as your corporate network and email, but you can also use it to create, communicate, and collaborate in ways that you may not have considered possible. In this fast-paced half-day seminar you will learn how to put the iPad to work, exploring key business issues such as security, connecting to the cloud, working with common file formats including PDF documents, Excel spreadsheets and Word documents. Whether you already own an iPad or are considering acquiring one, this seminar will ensure that you maximize the return on your investment.

WHO WILL BENEFIT:Current and potential iPad users who want to put the device to its best use in a business environment.

SPECIAL INSTRUCTIONS:Participants are encouraged to bring their iPad so they can follow along with the instructor.


TORONTO - BLOOR Jul 9 9 a.m. - 12 noon K2 Enterprises

Managing Financial Data with Excel – Part OneLevel: Intermediate Duration: One Day PD Hours: 7

This intensive hands-on workshop will transform participants into Excel power users. The workshop is focused on the pertinent Excel tools that are required in a corporate environment to efficiently analyze and manipulate financial data and create compelling financial analysis. Focused on increasing efficiencies, participants will learn to use some of the most effective lesser known pivot table features, keyboard shortcuts and more.

WHO WILL BENEFIT:Anyone who uses Excel regularly will benefit from this session.

SPECIAL INSTRUCTIONS:This hands-on Excel seminar utilizes assignments and handouts throughout the day, and requires the use of a laptop.


TORONTO - BLOOR May 28 9 a.m. - 4:30 p.m. Marquee Group Our program’s premium speakers come from a range of professional backgrounds – but a lot of them are CPAs, just like you. Flip to page 106 to read all about them.

DID YOU KNOW?






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Managing Financial Data with Excel – Part TwoLevel: Advanced Duration: One Day PD Hours: 7

This hands-on workshop is intended for anyone who uses Excel extensively and is already comfortable with the skills that were taught in Managing Financial Data with Excel – Part One. You will leave this workshop understanding how Excel can be used instead of Access. You will also learn how to leverage Excel functions, such as dynamic named ranges, lookups and conditional formatting to improve the efficiency of your data analysis. Have your learning from Managing Financial Data with Excel – Part One reach the next level by attending Part Two.

WHO WILL BENEFIT:Anyone who uses Excel extensively and wants to become more proficient with advanced level tools in data analysis.

SPECIAL INSTRUCTIONS:Participants are required to bring a laptop.


TORONTO - BLOOR May 29 9 a.m. - 4:30 p.m. Marquee Group

Merger Modeling Level: Intermediate Duration: One Day PD Hours: 7

During this hands-on workshop, participants will design and create a powerful model to analyze the impact of a merger or acquisition. Issues related to combining two companies will be reviewed and discussed. The rationale for merger models, the different approaches that companies use to complete an acquisition, and the related tax implications, will also be discussed. Participants will also review the various assumptions required to prepare a merger model. Taking the concepts one step further, the instructor will also explain how to transform a single merger model into a powerful tool that can quickly analyze the impact of other potential acquirers buying the target company. Various intermediate and advanced Excel tools, along with helpful keyboard shortcuts, will also be covered throughout the day.

WHO WILL BENEFIT:Professionals interested in improving their merger modelling skills.

SPECIAL INSTRUCTIONS:Participants must bring their own laptop with access to Microsoft Excel 2007 or better. Participants should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to taking this workshop.


TORONTO - YORK May 20 9 a.m. - 4:30 p.m. Marquee Group





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Microsoft Access for AccountantsLevel: Introductory Duration: One Day PD Hours: 7

Microsoft Access can be an extremely useful tool for many accountants yet it remains among the least utilized of the Microsoft Office applications. Access is a truly powerful application that is relatively easy to learn and use. Once the basic components of Access are understood (tables, queries, forms, reports, relationships, etc.) and you understand how they work together, it is often much easier and faster to use Access than Excel to perform many accounting tasks. Access and Excel work well together, frequently creating solutions that are easier and produce higher quality results than using Excel alone. After attending this seminar you will learn to use Access and how Excel is an even more useful and powerful tool that you thought.

WHO WILL BENEFIT:Accountants who would like to use Microsoft Access, as well as accountants who are already using Microsoft Access but have had limited or no formal training.

SPECIAL INSTRUCTIONS:This seminar requires a fundamental knowledge of computer operations and Internet usage. Participants are encouraged to bring their laptop equipped with Access 2007 or higher so they can follow along with the instructor.


MISSISSAUGA Jun 9 9 a.m. - 4:30 p.m. K2 Enterprises

Paperless OfficeLevel: Introductory Duration: One Day PD Hours: 7

Any professional can see the value in finding important documents in 10 seconds or less. Having secure, reliable access to information can reduce storage space requirements and costs. This seminar will use best practice methods to demonstrate proven processes for document management. The instructor will guide you through the file organization and retention process from simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow. Exporting and importing data from specialized applications such as tax or accounting software into a total document management solution will also be discussed as well as considerations for implementing paperless audits. You will leave this seminar with a comprehensive understanding of the options available and a clear direction of how to improve productivity and reduce costs in a paperless office.

WHO WILL BENEFIT:Accountants who would like to have secure, reliable access to information more rapidly while reducing storage space requirements and costs.


MARKHAM/SCARBOROUGH

Jul 8 9 a.m. - 4:30 p.m. K2 Enterprises

Securing Your Data – Practical Tools For Protecting InformationLevel: Intermediate Duration: Half Day PD Hours: 3

Encrypting sensitive information, acquiring and using e-signatures, security tools to secure sensitive data and systems – these are all important tools to help keep an organizations confidential information secure. Security is not optional and dated security techniques are not working as effectively as they once were. It’s time for professionals to tune up what they know about protecting sensitive data. Security failures, such as a breach of client or customer data, are costly. They can even drive an organization out of business. In this seminar, you will learn about the latest tools and techniques for encryption, virus protection, secure communications, secure authentication, and more. The seminar is taught by explaining and demonstrating each of these tools and techniques.

WHO WILL BENEFIT:Business professionals seeking to secure sensitive data.


TORONTO - BLOOR Jul 7 9 a.m. - 12 noon K2 Enterprises

Live Broadcast also available.We offer PD at multiple locations across Ontario. Take a look at page 105 for more info.

DID YOU KNOW?








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Tech Tools & Gadgets for a More Efficient You!Level: Intermediate Duration: Half Day PD Hours: 3

Technology, the ever-evolving world of tools and gadgets, continues to awe and amaze. The internet of things is rapidly turning the tech evolution into a revolution. Learning how to take advantage of these tools and gadgets can enhance both personal and team productivity. In this seminar, you will learn how to take advantage of the many features available in tools that you likely already own – such as Microsoft Windows and Microsoft Office – to become more productive. You will also learn about numerous cloud-based applications and services. Leading tools, gadgets, and apps, many of which won’t cost you anything, designed to create efficiencies and increase productivity will also be discussed.

WHO WILL BENEFIT:Business professionals seeking to leverage technology for improved personal and team productivity.


TORONTO - BLOOR Jul 9 1 p.m. - 4 p.m. K2 Enterprises

Technology for CPAs – Don’t Get Left BehindLevel: Introductory Duration: Half Day PD Hours: 3

This fast-paced and highly informative seminar will help professionals at all levels understand the major trends in hardware, software and services. More than just a seminar on the latest computers, you will learn about the full spectrum of practical technology available to you and your team and how to implement these tools to efficiently and effectively meet organizational objectives. The instructor will discuss strategies for successful cloud implementations, including accounting and tax, document management, workflow, and data storage and synchronization applications. The topics of virtualization and how it has the potential to change the technology infrastructure in an office will also be introduced.

WHO WILL BENEFIT:Accounting and financial professionals who are interested in the effects of technology and want to learn how to develop a technology plan for their business.


TORONTO - BLOOR Jul 7 1 p.m. - 4 p.m. K2 Enterprises







Transparency in financial reporting and clarity in decision making are at the core of most of the services CPAs provide to their clients. The seminars in this section will help you strengthen and deepen your knowledge of best practices in providing assurance services.

Auditing Refresher

Compilation Engagements

Efficient & Effective Review of Working Paper Files

NFPO & Registered Charities – Accounting, Auditing & Taxation Issues

Professional Practice – What Can Go Wrong and How to Avoid it!

The Art of Making Good Inquiries

Section at a Glance

ASSURANCE

ENHANCE THE RELIABILITY OF INFORMATION USED TO MAKE INFORMED BUSINESS DECISIONS



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This seminar is designed to review recent revisions to the CPA Canada Handbook, specifically Accounting - Part II (ASPE), Part III Accounting Standards for Not-for-Profits, and Assurance. An outline of the changes in International Financial Reporting Standards (IFRS), will be provided, as the revisions often precede similar revisions to Accounting Standards for Private Enterprise (ASPE) and form one source of additional guidance in the application of ASPE. Throughout the seminar, participants will review matters discussed by the Private Enterprise Advisory Committee to understand problem areas in the application of ASPE and Accounting Standards for Not-for-Profit Organizations, based on practice inspection findings and other sources. The instructor will examine exposure drafts and other projects in process for accounting and assurance, including an update on the status of the projects on review engagements and compilation engagements.

WHO WILL BENEFIT:Professional accountants who practice public accounting, serving small-and medium-sized businesses.


OTTAWA/DOWNTOWN

Jun 8 9 a.m. - 4:30 p.m. Shawn Kelso

MARKHAM/SCARBOROUGH

Jun 4 9 a.m. - 4:30 p.m. Jane Bowen


The Art of Making Good Inquiries Level: Intermediate Duration: Half Day PD Hours: 3

An important procedure in almost any engagement involves seeking information of knowledgeable persons by means of inquiry. In assurance engagements, the information obtained from inquiries will often become part of the evidence necessary for forming an appropriate opinion or conclusion. An effective inquiry involves more than just the initial question. Converting a question into useful information requires a context, a focus and different types of questioning. This seminar includes practical guidance on who to seek information from, how to prepare and phrase your questions, how to probe deeper when unexpected answers are provided and some hints on observing body language. It will also address how to document the results of making inquiries.

WHO WILL BENEFIT: Partners and staff who are required to seek information through inquiries.


TORONTO - BLOOR Jun 29 9 a.m. - 12 noon Stuart Hartley

Auditing Refresher Level: Introductory Duration: Two Days PD Hours: 14

Developed with the needs of professional accountants in mind, this seminar provides a solid foundation in the practical application of the Canadian Auditing Standards (CAS) to auditing engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practise applying the standards to a set of client-specific facts. The case study is based on the audit of a moderately complex for-profit private company. After attending this seminar, you will be able to identify the key elements of an engagement working paper file, through engagement execution, reporting and audit documentation.

WHO WILL BENEFIT: Audit practitioners or accountants at all levels of experience who want to refresh their understanding of auditing in the CAS environment.


MARKHAM May 13 - 14 9 a.m. - 4:30 p.m. Cindy Kottoor

Compilation Engagements Level: Introductory Duration: Half Day PD Hours: 3

Focused on compilation engagements, this seminar looks at the professional requirements outlined in the CPA Canada Handbook and the CPA Ontario Rules of Professional Conduct. How to apply the standards in practice on a consistent basis for a compilation engagement will be explained. Participants will learn how to apply professional judgment to what should, and what should not, be in the working paper files, the use of an index, engagement letters, compilation and independence checklists, and file review procedures. You will also learn how the association rules impact these engagements, whether the practitioner has to be independent, and how the standards apply to monthly bookkeeping assignments and information gathered for tax compliance purposes. A sample compilation file will be used to provide practical examples. WHO WILL BENEFIT: New and experienced practitioners and their staff who would like an overview of the practical issues of compilation engagements.

SPECIAL INSTRUCTIONS:It is recommended that participants review CPA Canada Handbook Section 9200 and AuG-5 before attending this seminar.


TORONTO - BLOOR Jun 19 1 p.m. - 4 p.m. Chi-Ho Ng













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Efficient and Effective Review of Working Papers – Audit, Review & Compilation Engagements Level: Intermediate Duration: One Day PD Hours: 7

This seminar develops a process for performing and documenting a review of working paper files for various engagements and review levels. Participants will be able to understand the relationship between the review process and the requirements for engagement file reviews under the Canadian Auditing Standards (CAS) and other Canadian standards. They will also understand the different approaches needed in the various review roles resulting from the CSQC 1 quality control requirements, how to follow an organized structure when reviewing working paper files, specific file review problem areas, the most common file deficiencies, requirements of CAS 230 audit documentation and other CAS sections that have documentation requirements.

WHO WILL BENEFIT: Professionals just starting to review the working papers of audits, reviews and compilation engagements. Experienced professionals interested in improving their review skills will also benefit from attending this seminar.


MARKHAM/SCARBOROUGH

Jul 22 9 a.m. - 4:30 p.m. Shari Mann

Fraud Happens! What to Do When You Suspect Fraud Level: Intermediate Duration: One Day PD Hours: 7

We don’t encounter fraud every day, so it is important to learn from the experts. At this seminar, an experienced fraud investigator provides you with the basic skills you need to react to allegations of fraud effectively and efficiently. You won’t be a fully-trained fraud investigator at the end of this seminar, but you will know enough to avoid panic and calmly work through situations that may involve fraud. The seminar provides a framework in which to manage the investigation of fraud allegations, including the use of investigative tools, sources of recovery, dealing with the media and the police, and more.

WHO WILL BENEFIT: Members in industry or public practice who wish to understand the fraud investigation process, recovery techniques, and how to manage an internal fraud investigation while avoiding common pitfalls.


TORONTO - BLOOR Jun 3 9 a.m. - 4:30 p.m. Sheree Mann



WHO WILL BENEFIT: Accountants working in the not-for-profit sector and practitioners who audit or provide advice to registered charities or not-for-profit entities.



Professional Practice – What Can Go Wrong and How to Avoid It!Level: Intermediate Duration: Half Day PD Hours: 3

Practitioners will want to attend this interactive workshop and look at what can go wrong in their public accounting practice and how to avoid potential issues. With a focus on areas of weakness in applying standards as identified by CPA Ontario through the practice inspection process and feedback from the professional liability insurance providers, this seminar will use several cases based on real life data (and made available in advance of the seminar) to illustrate some of the typical problems found in practice. Additionally, the seminar will address issues in compilation engagements, reviews, audits, meeting the quality control standards and dealing with ethical matters.

WHO WILL BENEFIT:Partners and senior managers.


TORONTO - BLOOR Jun 10 9 a.m. - 12 noon Peter Thomas








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Review Engagements Level: Intermediate Duration: One Day PD Hours: 7

This seminar provides practitioners with a refreshed skill set for completing review engagements. Interaction is an important aspect of this seminar and participants are encouraged to bring challenging questions for discussion. The instructor will focus on the extensive judgment required to complete a review engagement, not just completing a checklist. Sample documentation is included for many issues. You will review case studies which will illustrate the material and provide practical guidance. After this seminar, you will have a better understanding of what is required under professional standards for a review engagement, the risks associated with engagement where efficiencies can be gained in file preparation and preparing for upcoming review engagements.

WHO WILL BENEFITExperienced practitioners who want a refresher on the practical issues of review engagement assignments, including a review of the current standards and some best practices.

SPECIAL INSTRUCTIONS:This course is not intended to be taken every year, but rather as a refresher every three to four years.


TORONTO - BLOOR May 27 9 a.m. - 4:30 p.m. Peter Thomas

“The speakers were very engaging and knowledgeable. They were able to hold our attention throughout the day and provided useful information. I truly felt like I walked away with useful information during the preceding year.”

Past participant of the Practitioners’ Conference.




Whether you work in public practice or in industry, as a CPA, you are looked-up to as a leader in accounting and finance. Attend these seminars to maintain, grow and strengthen your core finance knowledge and skills.

Business Valuations – Introduction

Corporate Treasury Management

Due Diligence for Acquisitions

Financing Strategies

Section at a Glance

FINANCE

PROPEL YOUR PROFESSIONAL DEVELOPMENT FORWARD WITH A REFRESHER IN CORPORATE FINANCE.



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Business Valuations – Introduction Level: Introductory Duration: One Day PD Hours: 7

This seminar provides participants with practical insight into business valuation. Using business case studies, participants will apply valuation tools such as multiples and discounted cash flow to learn about business valuation interpretation and the mechanics of the valuation process. At the end of the seminar, you will be able to understand the various business valuation approaches, explain how to apply valuation approaches to a real business, value a simple company using asset-based valuation methods, explain how to value a business using the capitalized cash flow (CCF) and discounted cash flow (DCF) valuation approaches and how to value a business using market comparables.

WHO WILL BENEFIT: Accounting and finance professionals in industry and practitioners with limited valuation experience who are seeking a better understanding of business valuation principles and practices.

SPECIAL INSTRUCTIONS:Participants are required to bring a calculator to this seminar.


TORONTO - BLOOR May 28 9 a.m. - 4:30 p.m. Bob Boulton

Corporate Treasury Management Level: Intermediate Duration: One Day PD Hours: 7

The treasury function has evolved from cash management and insurance to funding strategy, complex risk management techniques and oversight of many aspects of corporate risk management and loss reduction. Treasury management provides interesting insights for large organizations with separate treasury departments and smaller companies where the treasury functions are carried out by finance and accounting staff. In this seminar, participants will be able to understand the roles of a modern treasury function, including risk management, enterprise risk management, financial risk management and value-at-risk. By attending this seminar you will be able to understand how current developments in financial markets affect treasury operations, cash management and cash flows. Analyzing capital structure and cost of capital, derivatives and when to use them, how to improve treasury internal controls and control systems, and key issues in dealing with bankers will also be discussed.

WHO WILL BENEFIT: Corporate finance and treasury professionals, internal and external auditors, consultants, accountants, controllers, CFOs, practitioners and those looking for an introduction to treasury.


MARKHAM/SCARBOROUGH

Jul 14 9 a.m. - 4:30 p.m. Joe Marchello

Due Diligence for Acquisitions Level: Intermediate Duration: One Day PD Hours: 7

This seminar focuses on the core part of a mergers and acquisitions (M&A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: providing a basis for pricing the transaction, deciding whether to proceed, and preparing for life after the acquisition is consummated. In this seminar, participants will be able to deepen their understanding of mergers and acquisitions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition. WHO WILL BENEFIT:Professional accountants who have experience in mergers and acquisitions and would like fresh perspectives, as well as those undertaking due diligence for the first time and those on the receiving end of a due diligence review.


KITCHENER Jun 24 9 a.m. - 4:30 p.m. Jim Gaston

MARKHAM/SCARBOROUGH

Jul 6 9 a.m. - 4:30 p.m. Jim Gaston


Financing StrategiesLevel: Intermediate Duration: One Day PD Hours: 7

This seminar provides an in-depth review of the various forms of financing to fund capital projects, acquisitions or to restructure an existing capital structure. Financing includes operating lines, term debt, subordinated debt, and private and public equity. This seminar dives into the practical details of what capital providers are seeking, issues that arise and how companies should prepare themselves to execute a financing transaction. Current status of the capital market conditions as they relate to the various forms of financing, as well as benchmarks and rules of thumb regarding realistic financing parameters will also be explored.

WHO WILL BENEFIT: Controllers, CFOs, CEOs and other financial executives interested in exploring the tools required to provide strong input or take the lead in undertaking a financing transaction within their own enterprise.


TORONTO - BLOOR Jun 9 9 a.m. - 4:30 p.m. Melanie Russell











Tax legislation changes at a fast pace. Allow our experts leading the seminars in this section to help you stay on top of current Canadian taxation legislation so you can better serve your personal or corporate tax clients, or organization.

“Catching Up” – Five Years of Income Tax Developments

General Practitioners “Need to Know”

High Risk Areas of Tax

HST/GST Refresher

Managing Transfer Pricing

Ontario Family Law for Accountants

Section at a Glance

TAXATION - CANADA

KEEP YOUR CANADIAN TAXATION LEGISLATION KNOWLEDGE CURRENT TO SERVE YOUR CLIENTS OR ORGANIZATION.



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“Catching Up” – 5 Years of Income Tax DevelopmentsLevel: Intermediate Duration: One Day PD Hours: 7

Income tax changes evolve over time. Keeping up with the changes is a necessary and continuous process. Unfortunately, many people don’t have the time or resources to stay up-to-date and fall behind. They wonder how they can catch up on a few recent years of changes at one time. This seminar will provide an opportunity for those who haven’t regularly taken tax update seminars to catch up on notable federal income tax developments that have occurred in the last five years. How income taxes have changed and what changes are coming will also be discussed. You will learn tax pitfalls, strategies to avoid them and find out what you’ve missed in the last five years.

WHO WILL BENEFIT:Anyone, whether in public practice, industry, or the public sector, who feels that they have not paid enough attention to income tax developments in recent years.


MISSISSAUGA Jun 2 9 a.m. - 4:30 p.m. John Granelli

Death & TaxesLevel: Intermediate Duration: One Day PD Hours: 7

For most professional accountants, tax issues respecting a deceased taxpayer, their estate, and the testamentary trusts that may be created arise relatively infrequently. Yet the task of advising, or being, an executor or trustee and dealing with tax compliance obligations can be very complex. This seminar will address many of the typical taxation issues that must be addressed when an individual dies, as well as considering post-mortem planning opportunities that may be available. Estate administration tax and filing and payment obligations will be explained.

WHO WILL BENEFIT:Professional accountants who act as, or advise, executors or trustees. While it is not a pre-requisite, participants may find it useful to have previously taken the Responsibilities of an Executor seminar.


MARKHAM/SCARBOROUGH

Aug 10 9 a.m. - 4:30 p.m. Barry Corbin/Lionel Newton

OTTAWA Jul 7 9 a.m. - 4:30 p.m.Barry Corbin/Lionel Newton

Family Law & the Income Tax ActLevel: Intermediate Duration: One Day PD Hours: 7

Accountants are often thrust into the role of advisor in a number of unique situations, including family matters. This seminar reviews the elements of the Income Tax Act related to family and marital breakdown. Presented by two instructors – an income tax practitioner and a family law lawyer – income tax rules and planning opportunities are the focus of this seminar. You will learn the rules of tax and legal issues associated with the Income Tax Act related to family and marital breakdown. Child support, spousal support, attribution rules and child care expenses, principal residence impacts, tax planning considerations and many other important topics, will be discussed.

WHO WILL BENEFIT:This seminar is designed for those who want to understand the specific tax and legal rules related to the Income Tax Act and marital and family breakdown.


OTTAWA Jul 20 9 a.m. - 4:30 p.m. Terry Hainsworth/ Doug Plummer

General Practitioners “Need to Know” Level: Intermediate Duration: One Day PD Hours: 7

There are important income tax issues that a general practitioner needs to be able to identify but might miss because he or she has not learned about the matter, or hasn’t considered the matter in relevant contexts. In this seminar, topics are introduced by setting scenes with common transactions or events before approaching the “need to know” information. You will learn the importance of identifying and understanding an issue by focusing on how it applies in a client situation. Detailed information and commentary will be provided to describe the income tax rules for each “need to know” subject, and explaining why particular transactions are “caught” or “exposed”.

WHO WILL BENEFIT: General practitioners as suggestions will be given on how to be alert to situations where the “need to know” subject is applicable and how to manage and mitigate should a problem arise.

SPECIAL INSTRUCTIONS:Participants should have a general knowledge of corporate and personal income tax.


MARKHAM/SCARBOROUGH

May 12 9 a.m. - 4:30 p.m. Joe Marchello

TORONTO - BLOOR May 20 9 a.m. - 4:30 p.m. Joe Marchello










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Getting a Grip on RDTOH, CDA, & Other Tax AccountsLevel: Introductory Duration: Half Day PD Hours: 3

With the addition of the Eligible Dividend Regime in 2006 and changing tax rates for eligible and ineligible dividends, tax planners are confronted with a multitude of tax accounts that need to be considered in conjunction with each other. Through a series of mini-cases that demonstrate the issues that need to be evaluated, this seminar will provide a detailed review of the key tax accounts for private corporations and tax planning where multiple tax accounts can either be used or impacted. At the end of the seminar, you will have an overview of what each of the tax accounts are and how they work with the interconnectedness of the accounts and the tax planning opportunities.

WHO WILL BENEFIT: Anyone involved in tax planning for privately held companies and their shareholders.


TORONTO - BLOOR Jun 4 1 p.m. - 4 p.m. Antonietta Vena

High Risk Areas of TaxLevel: Introductory Duration: One Day PD Hours: 7

This seminar explores areas of tax where clients and their accountants may be exposed to a serious amount of tax exposure and risk. The purpose of this seminar is to provide a high level introduction to tax issues and concepts to minimize risk in public practice. Increase your awareness of potential legal consequences, key tools and tax issues, while potentially quantifying their impact and possible consequences. The seminar will also focus on specific, tricky areas of the Income Tax Act, such as unexpected double tax, ultimate loss denial, and converting a capital gain into a dividend.

WHO WILL BENEFIT:This seminar is designed for those that want a high-level introduction to some of the trickier areas of tax.


MARKHAM/SCARBOROUGH

Jul 15 9 a.m. - 4:30 p.m. Manu Kakkar

HST/GST & Real Property Level: Intermediate Duration: One Day PD Hours: 7

The rules relating to real property are complex. Failure to appreciate these complexities, especially rules related to deemed supplies and exemption entitlements, can result in significant and unexpected liabilities. The application of HST/GST to real property transactions can be very complex, particularly when part of the property may include a residential property. This seminar will increase awareness of some of the important concepts and rules including the deemed supply rules, identification of and distinction between taxable and exempt sales and rentals of real property. Input tax credit and rebate entitlements and problems associated with vacation rental property, care facilities and supplies of real property by charities and other public service bodies will be discussed.

WHO WILL BENEFIT: General practitioners and advisors involved in the purchase, sale or rental of real property.

SPECIAL INSTRUCTIONS: Participants should have a general understanding of HST/GST and input tax credit system.


MARKHAM/SCARBOROUGH

Jul 2 9 a.m. - 4:30 p.m. Paul Ambos

The CPA designation knows no borders. Turn to page 68 for U.S. taxation seminars.

DID YOU KNOW?








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HST/GST Issues for the Not-for-Profit Sector Level: Intermediate Duration: One Day PD Hours: 7

The not-for-profit sector covers a wide spectrum of activities including clubs and professional associations, schools, hospitals, supportive housing and services and other charitable works. The application of HST/GST to these activities and its recovery through rebates and input tax credits is usually more complex than in a commercial enterprise and may vary depending on the legal form of the organization. This seminar focuses on the rules applicable to not-for-profit organizations. Issues related to the construction of housing and similar property by not-for-profit organizations will be discussed. While reference may be made to other exemptions which may apply to the organization, such as health care, education or municipal supplies, they will not be examined in detail.

WHO WILL BENEFIT: This seminar is designed for individuals involved in the accounting for not-for-profit organizations including directors, general practitioners or other advisors who are responsible for, or provide advice on financial matters.


MISSISSAUGA Jul 28 9 a.m. - 4:30 p.m. Paul Ambos

HST/GST Refresher Level: Intermediate Duration: One Day PD Hours: 7

The application of HST/GST is often far more complex than practitioners or businesses appreciate. The principles involved are often quite different than those applied to income tax. This seminar will review important concepts, including HST place of supply rules, which often impact suppliers located in non-HST provinces. Registration and collection requirements, taxable supplies and deemed supplies, input tax credit entitlements and some of the more common and important exemptions and zero-rating provisions will also be examined. An overview on a selection of important HST/GST issues a practitioner may encounter when working with clients in various industries and some important areas which are frequently sources of errors and assessments will also be provided.

WHO WILL BENEFIT: General practitioners, company accountants and other advisors who provide advice on, or participate in, a range of business transactions.

SPECIAL INSTRUCTIONS:Those seeking an in-depth coverage of real estate or non-profit sector topics should consider the seminars HST/GST & Real Property and HST/GST Issues for the Not-for-Profit Sector.


MARKHAM Jun 16 9 a.m. - 4:30 p.m. Paul Ambos





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Income Tax Planning Refresher – CorporateLevel: Intermediate Duration: Two Days PD Hours: 14

This two-day seminar in corporate tax is for those participants who want to refresh their knowledge in both technical and tax planning issues for corporations. Although the corporate taxation for both public and private corporations is reviewed, the primary focus is on the taxation of private companies. At the end of the seminar, participants will have a good understanding of the income taxes that impact corporations. The detailed reference materials cover a broad range of corporate income tax topics, not all of which can be covered in the two days, and will be an invaluable reference in the future. The presentation will focus on those topics that are most relevant for the participants.

WHO WILL BENEFIT: Anyone who is involved in corporate tax matters and desires to expand or refresh their knowledge in the area of corporate tax.

SPECIAL INSTRUCTIONS: Participants should have experience in corporate tax matters or completion of the seminar Corporate Tax Returns.


TORONTO - BLOOR Jul 7 - 8 9 a.m. - 4:30 p.m. Doug Plummer

Income Tax Planning Refresher – Personal Level: Intermediate Duration: Two Days PD Hours: 14

This two-day refresher seminar is for those participants who want to renew their knowledge in personal tax, trusts and partnerships. How to research a tax issue will also be addressed. At the end of the two days, participants should have a good understanding of the income taxes and planning opportunities relating to individuals, partnerships and trusts. The detailed reference materials cover a broad range of income tax topics, not all of which can be covered in the two days, and will be an invaluable reference in the future. The presentation will focus on those topics that are most relevant for the participants.

WHO WILL BENEFIT: Anyone who is involved in personal tax matters who wishes to expand or refresh their knowledge in the area of personal tax.

SPECIAL INSTRUCTIONS: Participants should have experience in personal tax matters or completion of the seminar Personal Tax Returns.


TORONTO - BLOOR Jun 1 - 2 9 a.m. - 4:30 p.m. Doug Plummer

Income Taxation of Portfolio Investments for IndividualsLevel: Introductory Duration: Half Day PD Hours: 3

Accountants are continually challenged by the creativity in the design and marketing of investment products and strategies. With the proliferation of new products, questions often arise regarding the taxation of the income component. This seminar will explain the application of income taxation to various investment products to assist in the preparation of personal income tax filings and introduce the participant to after tax comparison of alternative investment strategies. The taxation of deposit accounts, bonds, shares, treasury bills, mutual funds, exchange-traded funds, life insurance products, and various registered plans will be addressed. This half-day seminar does not cover the taxation of investments held through a holding company.

WHO WILL BENEFIT: Practitioners who would like to obtain or enhance their working knowledge of personal income taxation of portfolio investment products. Individuals and advisors who would like to enhance the tax effectiveness of personal portfolio holdings.


TORONTO - BLOOR Jun 19 9 a.m. - 12 noon John Granelli


Organizations can purchase Organizational PD Passports and save on PD for their staff. Flip to page 8 for more information.

DID YOU KNOW?







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Managing Transfer Pricing Level: Intermediate Duration: One Day PD Hours: 7

Due to increased awareness and enforcement activities related to transfer pricing, companies need to comply with the requirements of multiple tax administrations. The complexity of the transfer pricing rules and the level of documentation required may overwhelm an organization’s tax department. The uncertainty around transfer pricing and how tax departments handle such complexities have become complicated further by the undertaking of the G20 and the Organization of Economic Cooperation and Development’s (OECD) related to the Base Erosion and Profit Shifting (BEPS) project. The initiative is designed to curb tax avoidance and may impact not only future structures, especially between developed and low tax countries, but also existing structures that may come under new scrutiny from more aggressive auditors. Proper planning can position an organization to optimize its tax situation by placing the correct combination of functions, assets and risks in the desired location in a post BEPS world. This seminar will focus on the complexities of documenting inter-company transactions and will also investigate strategies to optimize your company’s global tax position.

WHO WILL BENEFIT:Vice-presidents, directors, corporate tax counsel, chief financial officers, treasurers and controllers, transfer pricing analysts, tax attorneys, tax accountants, financial analysts and financial accounting and reporting managers.


TORONTO - YORK Aug 20 9 a.m. - 4:30 p.m. Dale Hill



WHO WILL BENEFIT: Accounting and financial professionals in the not-for-profit sector and practitioners who audit or provide advice to registered charities or not-for-profit entities.



Ontario Family Law for AccountantsLevel: Intermediate Duration: One Day PD Hours: 7

This seminar reviews the Family Law Act and the legal and taxation aspects of separation, divorce and support obligations. A review of the legal framework, particularly the Family Law Act, is the key element. The specific definitions and rules applicable to family property, the matrimonial home, support obligations and domestic contracts will be examined. The income tax rules and planning opportunities are also an aspect of this seminar. The detailed implications of income tax and marital breakdown are more fully reviewed in the Family Law and the Income Tax Act seminars. Two instructors, an income tax practitioner and a family law lawyer, will present this informative full-day course.

WHO WILL BENEFIT:The seminar is ideal for those who want to understand the specific tax and legal rules related to the Income Tax Act and marital and family breakdown.


OTTAWA Jul 21 9 a.m. - 4:30 p.m. Terry Hainsworth/ Doug Plummer






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Professional CorporationsLevel: Introductory Duration: Half Day PD Hours: 3

In considering the possible use of a professional corporation in Ontario, advisors need to consider a number of potentially complex and interrelated issues. This seminar addresses the basic tax, corporate, commercial, shareholder, structural and provincial legislative and regulatory considerations regarding the use of a professional corporation in the conduct of a professional practice. The instructor will provide an overview and comparative summary of provincial legislation pertaining to professional corporations. You will walk away from this seminar with a greater understanding of restrictions regarding shareholders, liability considerations, tax advantages and more. Possible structures for professional corporations and best practices will be discussed.

WHO WILL BENEFIT:Anyone who would like to know the advantages and disadvantages of using professional corporations in particular client scenarios.


TORONTO - BLOOR Jun 19 1 p.m. - 4 p.m. Tom Pister

Purchase & Sale of a Business – Income Tax IssuesLevel: Intermediate Duration: One Day PD Hours: 7

This seminar provides an understanding of income tax issues with respect to the purchase and sale of a business, and will offer a limited perspective of the other issues involved. The seminar is principally oriented to income tax issues in the purchase and/or sale of a business with respect to actual cases. The seminar has been revised to accommodate comments from participants and there is an expanded module on the non-tax issues from discussions with an experienced professional in corporate finance. An additional case has been added with respect to family succession.

WHO WILL BENEFIT: Professionals and others in privately owned businesses, who want technical and practical knowledge in taxation issues in the purchase and sale of a business.


TORONTO - BLOOR Jun 10 9 a.m. - 4:30 p.m. Tom Pister

Responsibilities of an ExecutorLevel: Intermediate Duration: One Day PD Hours: 7

On finding oneself named as executor in another person’s will, whether that other person be a friend, a relative or a client, one’s natural reaction is to feel both flattered and honoured. However, for many, these feelings can be accompanied or overwhelmed by fear and uncertainty. What will I do? How much time will it take? Will I be paid for my work? Even more important, could I be sued for what I do, or fail to do? This seminar will offer some guidance to the lay executor in carrying out his or her duties and point out areas where pitfalls await the unwary. Issues of particular interest to the chartered professional accountant named as executor will be addressed in some detail.

WHO WILL BENEFIT:Any accountant who has been tasked with being an executor of a will.


MARKHAM/SCARBOROUGH

Jul 20 9 a.m. - 4:30 p.m. Barry Corbin/Lionel Newton

OTTAWA Jul 6 9 a.m. - 4:30 p.m.Barry Corbin/Lionel Newton

“The skills we focused on are applicable across industries and all types of positions. Learning with peers and relating to them by hearing their personal stories makes it that much more impactful.”

Past participant of Executive Controllership Program: Management Competencies. Turn to page 102 to read more.








Ensure your U.S. taxation knowledge is current so you can serve your clients on either side of the border. Lead by industry experts, the seminars in this section will provide informative updates on current U.S. taxation rules.

U.S. Real Estate – Personal Investment: Canadian & U.S. Tax Implications

U.S. Taxation of Individuals – Advanced

U.S. Taxation of Individuals – Basic

Section at a Glance

TAXATION - U.S.

UPDATE YOUR U.S. TAXATION LEGISLATION KNOWLEDGE TO INFORM AND GUIDE YOUR CLIENTS OVER THE BORDER.



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U.S. Real Estate – Personal Investment: Canadian & U.S. Tax ImplicationsLevel: Intermediate Duration: Half Day PD Hours: 3

This seminar will teach a basic understanding of the Canadian and U.S. tax issues that arise on the acquisition, ownership and disposition of U.S. real estate by individuals resident in Canada. It covers the tax implications of acquiring, owning, and disposing of the property; Canadian and U.S. (federal and state) tax issues that should be considered when individuals invest in U.S. real estate – whether for personal use or for rental, or for both rental and personal use. The implications on death will also be covered. The applicable tax filing requirements are included along with elections that need to be filed.

WHO WILL BENEFIT: Individuals interested in investing in U.S. real estate, advisors to individuals investing in U.S. real estate, and owners of U.S. real estate.


MARKHAM/SCARBOROUGH

May 25 1 p.m. - 4 p.m. Mark Feigenbaum

U.S. Taxation of Individuals – AdvancedLevel: Advanced Duration: One Day PD Hours: 7

This seminar discusses a variety of Canadian and U.S. personal income tax matters. It includes an in-depth look at the Canadian departure tax rules, returning former residents of Canada, social security and payroll tax issues, withholding taxes on payments to non-residents of Canada pursuant to Regulation 105, U.S. estate and gift tax issues, U.S. expatriation tax, and personal taxation of hybrid entities such as S corporations, U.S. Limited Liability Corporations (LLC).

WHO WILL BENEFIT: Professionals who advise clients on the income tax implications with respect to emigrating from Canada, U.S. Expatriation Tax for U.S. citizens and long term green card holders.


MARKHAM Jun 22 9 a.m. - 4:30 p.m. Mark Feigenbaum

U.S. Taxation of Individuals – Basic Level: Introductory Duration: One Day PD Hours: 7

This seminar provides a basic understanding of U.S. individual income taxation of U.S. citizens, residents and non-resident aliens of the U.S. This is an entry level seminar which will discuss Federal filing requirements of U.S. citizens, residents and non-resident aliens. There will be a discussion on the U.S. taxation of U.S. real estate transactions, rental and the disposition of U.S. real estate, for non-resident aliens. Case studies and discussions will also be included. State tax issues will not be covered.

WHO WILL BENEFIT: Professionals who want to gain a basic understanding of U.S. taxation for individuals and to assist with the preparation of basic U.S. tax returns.


VAUGHAN Jul 8 9 a.m. - 4:30 p.m. Mark Feigenbaum

You can earn your CPD hours without leaving the house. Take a look at page 75 to learn how.

DID YOU KNOW?







Plan some professional development that can support you or your client’s future. Focused on financial planning, personal wealth management and trending personal finance topics, the seminars in this section can help you plan for retirement or save for the future and be a trusted advisor to your clients.

Cash Cows, Pigs and Jackpots – The Simplest Personal Finance Strategy Ever

Creating a Financial Plan

Crushing Debt – Why Canadians Should Drop Everything and Pay Off Debt

Designing Your Retirement Income

Personal Investing

Unveiling the Retirement Myth

Section at a Glance

WEALTH MANAGEMENT

FOCUS ON WEALTH MANAGEMENT TRENDS AND CONCEPTS TO PLAN FOR YOU OR YOUR CLIENT’S FUTURE.



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Cash Cows, Pigs & Jackpots: The Simplest Personal Finance Strategy EverLevel: Introductory Duration: One Day PD Hours: 7

The previously accepted method of building wealth doesn’t work anymore. The truth when it comes to personal finances is simple: our quest to secure a comfortable retirement ends up making some poor and others rich. In the past, the old way to get wealthy was to build up assets and net worth, using real estate, stocks and funds, with debt often used to do the building. But that strategy is deeply flawed and is sending many people to the poorhouse. It ignores the one basic principle that overrides any wealth building strategy that anyone who is truly rich knows: what we should really be focused on is not getting rich but plain old cash flow.

WHO WILL BENEFIT:Professionals interested in helping their clients focus on what really matters: not building wealth, but ensuring cash flow.

SPECIAL INSTRUCTIONS:Participants are encouraged to bring a laptop to work along during the program on spreadsheets including the “Cash Cow Decision Maker” designed to allow you to play with alternatives to maximize your family’s cash flow. You will also get assistance making one of the biggest decisions affecting cash flow in your life: home ownership – using the “House Rent vs. Buy Analyzer” spreadsheet. You will also get a copy of David Trahair’s book Cash Cows, Pigs and Jackpots.


TORONTO - BLOOR May 26 9 a.m. - 4:30 p.m. David Trahair

Creating a Financial PlanLevel: Introductory Duration: One Day PD Hours: 7

Long before you decide what insurance product to buy, what stock or fund to purchase, or prepare your tax return, you need a financial plan to address your goals. Whether these goals are future retirement, putting the kids through school, paying off your mortgage or buying a new car, we all have dreams. In this full-day seminar, we cover the world of personal finance, learning how to create your own personal financial plan. You will rise up above the product world to focus on strategies and how to integrate them into one overall cohesive plan. All seminar attendees will receive a copy of Kurt Rosentreter’s book Wealthbuilding.

WHO WILL BENEFIT:Individuals and families who want to better manage their household finances or want a second opinion on what their current advisors are doing.


MISSISSAUGA Jun 25 9 a.m. - 4:30 p.m. Kurt Rosentreter

Crushing Debt: Why Canadians Should Drop Everything & Pay Off DebtLevel: Introductory Duration: One Day PD Hours: 7

The world’s finances are a mess. Massive bailouts have been necessary to save countries including Greece, Ireland and Portugal. Spain and Italy may be next. The U.S. investment banking industry only survived because of a $1-trillion government bailout. The Bank of Canada has been warning us that household debt levels are at dangerous levels, with our household debt to income ratio having risen to 164 per cent. That’s higher than our U.S. neighbours for the first time in history. It looks like we are on a slippery slope of debt dependency. Where is the world, and specifically Canada, headed? Can perpetual government deficits continue? How well prepared is our country, our banks and our households?

WHO WILL BENEFIT:Those interested in understanding the ins and outs of debt in order to help their friends, family and clients get ahead in a society addicted to debt.

SPECIAL INSTRUCTIONS:It is not necessary to bring a computer for this seminar. Each attendee will receive a copy of David Trahair’s book Crushing Debt.


OTTAWA Jul 13 9 a.m. - 4:30 p.m. David TrahairMany of our CPAs take advantage of networking events in the regions where they work or live. Watch for regional e-bulletins at the beginning of each month.

DID YOU KNOW?






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Designing Your Retirement IncomeLevel: Intermediate Duration: One Day PD Hours: 7

It is harder than ever to create a worry free retirement cash flow to pay for your lifestyle after age 60. Low interest rates on bonds, fewer pensions, kids at home and longer lives have left the average Canadian struggling to find enough money to live off in retirement. In this fast-paced full-day seminar, Kurt Rosentreter will address all of your retirement cash flows questions on retirement age, CPP, RRIF, income splitting and real estate. The full range of investment products you may consider for retirement, including: dividend paying stocks, preferred shares, corporate bonds, GICs, bond funds and ETFs, REITs, TSWP mutual funds, guaranteed withdrawal insurance products, segregated funds from insurance companies and much more will be covered.

WHO WILL BENEFIT:Anyone who wants to understand the different tax, risk, cash flow and performance characteristics of different retirement income products including retirees and those facing retirement in the next five years, as well as those who provide retirement planning and cash flow advice to their clients, or their loved ones.


MARKHAM/SCARBOROUGH

Jun 24 9 a.m. - 4:30 p.m. Kurt Rosentreter

OTTAWA - DOWNTOWN

May 26 9 a.m. - 4:30 p.m. Kurt Rosentreter

Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment AdvisorLevel: Introductory Duration: One Day PD Hours: 7

The stock market crash of 2008 has proven one thing: traditional retirement planning advice is way too risky. Trusting the stock market is like gambling with your family’s future. But how do you plan for retirement without the possibility of losing up to 50 per cent of your investments in a short period of time? The simple truth is that it is possible to retire well using guaranteed, safe fixed-income products like GICs that can never decline in value, combined with government defined benefit pension plans including the CPP and OAS. Join author David Trahair, CPA, CA, as he gives you the non-traditional view to money management that your investment advisor may not.

WHO WILL BENEFIT:Those interested in helping their friends, family and clients to retire well without having to take risks.

SPECIAL INSTRUCTIONS:You are encouraged to bring a laptop to work along during the program on spreadsheets including the “Money Maximizer” to maximize your family’s after-tax cash flow. Each attendee will get a copy of David Trahair’s book Enough Bull.


TORONTO - BLOOR Jun 11 9 a.m. - 4:30 p.m. David Trahair








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Investing in Stocks, ETFs & Mutual Funds – Beginner’s Tools for Better InvestingLevel: Introductory Duration: One Day PD Hours: 7

Today in Canada, mutual funds are losing ground to investors who now prefer to hold individual stocks or exchange-traded Funds (ETFs) in their RRSP and investment portfolios. But what should you own? This seminar teaches a novice investor all about stocks, ETFs and mutual funds, the pros and cons of each type, tax characteristics, fee differences, various levels of risk, and qualitative and quantitative aspects of these three core ways to invest in the stock market. The seminar is designed to help investors select products for their RRSPs, TFSAs and other investment portfolios, including corporate and trust accounts. In a jam-packed session, Kurt Rosentreter discusses portfolio construction techniques, what products work and which don’t and how you can find personal success with investing.

WHO WILL BENEFIT:Investors seeking to better understand how they can invest successfully on their own or to be better prepared to evaluate what their investment advisor has put in their portfolio. This seminar will not cover technical analysis, the use of derivatives for investing (futures, forwards, options) or day trading techniques.

SPECIAL INSTRUCTIONS:The seminars Creating a Financial Plan and Personal Investing are recommended as a complement to this seminar but are not a pre-requisite.


TORONTO - BLOOR Jun 3 9 a.m. - 4:30 p.m. Kurt Rosentreter

Personal InvestingLevel: Intermediate Duration: One Day PD Hours: 7

Mutual funds, stocks, GICs, bonds, income trusts – are you overwhelmed by investment choices in the marketplace today? What do you put in your RRSP? Your child’s RESP? Your TFSA? Should you hire an investment advisor, portfolio manager or investment counselor to help you manage your money or should you do it yourself? How do you construct an investment portfolio? How do you evaluate what you currently hold in your accounts? Are you achieving the returns you expected? Kurt Rosentreter is one of Canada’s pre-eminent experts on wealth management, a national best-selling wealth management author, and has over twenty years of experience advising Canadians on money management. Kurt leads you through a fast-paced session, with blunt and direct commentary on Canada’s investment landscape today. This seminar is one of Kurt’s most popular and well-attended seminar.

WHO WILL BENEFIT:Individuals who want to get better results in their own portfolios of investments or want a second opinion on what their current advisors are doing. CFOs, board members and fiduciaries who oversee money for their employers, not-for-profits, charities, family members and clients will also benefit from this program.


OTTAWA - DOWNTOWN

May 25 9 a.m. - 4:30 p.m. Kurt Rosentreter

TORONTO - BLOOR Jun 4 9 a.m. - 4:30 p.m. Kurt Rosentreter


We’ve partnered with leading academic institutions and industry leaders to develop our certificate and executive programming? Turn to page 87 to read all about them.

DID YOU KNOW?

“I learned the critical difference between leading and managing. I met some great people with different perspectives on important issues.”

Past participant of The CEO Program – Leading with Purpose. Turn to page 96 to read more.








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Smoke & Mirrors: Financial Myths That Will Ruin Your Retirement DreamsLevel: Introductory Duration: One Day PD Hours: 7

There is a lot of confusion when it comes to retirement planning. How much will a family need to retire comfortably? Are RRSPs the best answer? Can the stock market be trusted? The standard answers from the experts include: start an RRSP early and maximize your contributions, use the stock market and mutual funds for the best returns, put faith in a financial advisor. But what if those answers are wrong? The problem is that much of the common advice is from people with a conflict of interest. Many are simply trying to sell financial products that make them money at the client’s expense. This seminar is designed to cut through the sales pitches and get to the simple truth.

WHO WILL BENEFIT:Anyone interested in what they need to do to retire well.

SPECIAL INSTRUCTIONS:You are encouraged to bring a laptop to work along during the program on spreadsheets including the “Retirement Optimizer” and the “Personal Rate of Return Calculator” to calculate how much you’ll need to retire and how well your investments have been doing. Each attendee will get a copy of David Trahair’s book Smoke and Mirrors.


OTTAWA Jul 14 9 a.m. - 4:30 p.m. David Trahair

Unveiling the Retirement MythLevel: Intermediate Duration: One Day PD Hours: 7

As baby boomers approach retirement, we need to separate the myths from the facts. This interactive full-day seminar will provide a review of how to plan for retirement based on market history since 1900.

WHO WILL BENEFIT:Accounting and finance professionals in industry and practitioners who are close to retirement or those who advise on retirement planning.

SPECIAL INSTRUCTIONS:During the seminar, you will be preparing your own retirement cash flow, including income from other sources, such as CPP and OAS; as well as an estimate of expenses. To save time, consider filling out the cash flow form (as much as you can) prior to coming to the seminar. Please bring a calculator with you.


MARKHAM/SCARBOROUGH

Jun 25 9 a.m. - 4:30 p.m. Jim Otar






We offers three online learning platforms. Our technology allows us to deliver professional development to every CPA, in every corner of the province.

The best part? You can earn quality PD without having to leave your home or office.

Our online learning is offered in three different platforms.

LIVE BROADCAST LIVE WEBINAR ONLINE WORKSHOP

When you see the icons throughout the catalogue, it means we have an online offering for the seminar you are reading about. Be sure to check pd.cpaontario.ca for the most up-to-date list of our online learning opportunities.

ONLINE LEARNING

LOG IN AND LEARN WITH AN ONLINE PROGRAM.



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LIVE BROADCAST

This seminar is designed to review recent revisions to the CPA Canada Handbook, specifically Accounting - Part II (ASPE), Part III Accounting Standards for Not-for-Profits, and Assurance. An outline of the changes in International Financial Reporting Standards (IFRS), will be provided, as the revisions often precede similar revisions to Accounting Standards for Private Enterprise (ASPE) and form one source of additional guidance in the application of ASPE. Throughout the seminar participants will review matters discussed by the Private Enterprise Advisory Committee to understand problem areas in the application of ASPE and Accounting Standards for Not-for-Profit Organizations, based on practice inspection findings and other sources. The instructor will examine exposure drafts and other projects in process for accounting and assurance, including an update on the status of the projects on review engagements and compilation engagements.

WHO WILL BENEFIT:This seminar is designed for professional accountants who practice public accounting, serving small-and medium-sized businesses. An overview of current developments in accounting and assurance standards will also be provided.

DATE TIME INSTRUCTOR

Jun 04 9 am - 4:30 pm Jane Bowen

Commercial Real Estate for Corporate Strategy & Professional AccountantsLevel: Advanced Duration: One Day PD Hours: 7

LIVE BROADCAST

Next to HR and IT, real estate represents one of the largest costs to an organization, yet it is often misunderstood. The impact of not sufficiently connecting disparate bits of information can have a significant financial cost on an organization. Possessing this knowledge can influence how operating costs are managed, cash flow is increased, and return on investment is maximized. This is particularly relevant to professional accountants who drive an organization’s strategic direction, as it offers a more holistic view on how all the pieces fit together and align with an organization’s underlying objectives. This workshop will provide a logical framework to connect these pieces together and is structured to discuss foundational, quantitative and strategic elements.

WHO WILL BENEFIT: Executive and management level practitioners seeking to understand how key strategic elements are linked and have oversight on the real estate decision making process.


May 20 9 am - 4:30 pm Tony Gill

Live broadcast seminars are delivered live and can be accessed anywhere you have access to the internet. Participants watch the seminar leader deliver the seminar, and have the PowerPoint presentation on their screen at all times. A live chat option allows online participants to submit questions, so you will always feel like you are a part of the room.

LIVE BROADCAST





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Compilation EngagementsLevel: Introductory Duration: Half Day PD Hours: 3

LIVE BROADCAST

Focused on compilation engagements, this seminar looks at the professional requirements outlined in the CPA Canada Handbook and the CPA Ontario Rules of Professional Conduct. How to apply the standards in practice on a consistent basis for a compilation engagement will be explained. Participants will learn how to apply professional judgment to what should, and what should not, be in the working paper files, the use of an index, engagement letters, compilation and independence checklists, and file review procedures. You will also learn how the association rules impact these engagements, whether the practitioner has to be independent, and how the standards apply to monthly bookkeeping assignments and information gathered for tax compliance purposes. A sample compilation file will be used to provide practical examples.

WHO WILL BENEFIT:This seminar is designed for new and experienced practitioners and their staff who would like an overview of the practical issues of compilation engagements.

SPECIAL INSTRUCTIONS:It is recommended that participants review CPA Canada Handbook Section 9200 and AuG-5 before attending this seminar.


Jun 19 1 p.m. - 4 p.m. Chi-Ho Ng

Due Diligence for AcquisitionsLevel: Intermediate Duration: One Day PD Hours: 7

LIVE BROADCAST

This seminar focuses on the core part of a mergers and acquisitions (M&A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: providing a basis for pricing the transaction, deciding whether to proceed, and preparing for life after the acquisition is consummated. In this seminar, participants will be able to deepen their understanding of mergers and acquisitions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition.

WHO WILL BENEFIT: This seminar is designed for professional accountants who have experience in mergers and acquisitions and would like fresh perspectives, as well as those undertaking due diligence for the first time and those on the receiving end of a due diligence review.


Jul 06 9 am - 4:30 pm Jim Gaston

Enterprise Risk ManagementLevel: Intermediate Duration: One Day PD Hours: 7

LIVE BROADCAST

Enterprise risk management (ERM) is quickly evolving beyond traditional regulatory conformance. ERM frameworks are linking performance into the view of risk. Attend this seminar to learn how organizations are able to balance risk and rewards by integrating best practices in strategy, risk, and performance management. This seminar will teach you how to leverage ERM solutions to identify and mitigate risk, and how to implement a response strategy for an organization and strengthen internal controls.


SPECIAL INSTRUCTIONS:Participants will work on a case study for their own organization or on one with other participants. A special purpose Excel tool will be provided. Participants can bring their own laptop or work with others.


Jul 16 9 am - 4:30 pm Brett KnowlesOur programs can be modularized. Take an introductory course and then register for a deeper dive on a topic of your choice.

DID YOU KNOW?






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Essential Topics for ControllersLevel: Introductory Duration: One Day PD Hours: 7

LIVE BROADCAST

Accountants have many opportunities to develop technical, financial based skills through professional training. However, as an accountants career progresses, the importance of technical skills compared to soft skills shifts. As a financial manager, it is the combination of these soft skills and technical abilities that will define your career and determine advancement and future opportunities. By attending this seminar, you will gain practical insights into seven skills in which managers are expected to be proficient, but receive little training for: conducting an employment interview; strategic planning basics; negotiating skills; performance evaluations; managing versus leading; knowing your communication skills; and terminating an employee.

WHO WILL BENEFIT:Financial professionals whose careers are developing beyond the accounting function towards supervision and management. Experienced supervisors or managers who might benefit from a different viewpoint can also benefit from attending.


May 26 9 am - 4:30 pm Keith Martin

IFRS – Resource Exploration & Mining Industry Basics Level: Introductory Duration: One Day PD Hours: 7

LIVE BROADCAST

This seminar provides participants with a good understanding of the accounting standards relevant to resource exploration and mining and the specific application of the standards to industry issues. The instructor will cover all the stages an accountant will have to follow to support a client or organization in the resource exploration and mining industry. You will learn from the beginning - discussing exploration for an evaluation of mineral resources - to the end including, financial statement presentation and reporting and IFRS disclosures.

WHO WILL BENEFIT: This seminar is designed for professional accountants, from auditors and committee members to CFOs and senior executives, who work in or are interested in the resource exploration and mining sectors, and related areas of publicly accountable enterprises.


Jul 21 9 am - 4:30 pm Alex Fisher

Income Taxation of Portfolio Investments for Individuals Level: Introductory Duration: Half Day PD Hours: 3

LIVE BROADCAST

Accountants are continually challenged by the creativity in the design and marketing of investment products and strategies. With the proliferation of new products, questions often arise regarding the taxation of the income component. This seminar will explain the application of income taxation to various investment products to assist in the preparation of personal income tax filings and introduce the participant to after tax comparison of alternative investment strategies. The taxation of deposit accounts, bonds, shares, treasury bills, mutual funds, exchange-traded funds, life insurance products, and various registered plans will be addressed. This half-day seminar does not cover the taxation of investments held through a holding company.

WHO WILL BENEFIT: This seminar is designed for practitioners who would like to obtain or enhance their working knowledge of personal income taxation of portfolio investment products. Individuals and advisors who would like to enhance the tax effectiveness of personal portfolio holdings.


Jun 19 9 a.m. - 12 noon John Granelli






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Personal InvestingLevel: Intermediate Duration: One Day PD Hours: 7

LIVE BROADCAST

Mutual funds, stocks, GICs, bonds, income trusts – are you overwhelmed by investment choices in the marketplace today? What do you put in your RRSP? Your child’s RESP? Your TFSA? Should you hire an investment advisor, portfolio manager or investment counselor to help you manage your money or should you do it yourself? How do you construct an investment portfolio? How do you evaluate what you currently hold in your accounts? Are you achieving the returns you expected? Kurt Rosentreter is one of Canada’s pre-eminent experts on wealth management, a national best-selling wealth management author, and has over twenty years of experience advising Canadians on money management. Kurt leads you through a fast-paced session, with blunt and direct commentary on Canada’s investment landscape today. This course is one of Kurt’s most popular and well-attended courses.

WHO WILL BENEFIT: This program is designed for individuals who want to get better results in their own portfolios of investments or want a second opinion on what their current advisors are doing. CFOs, board members and fiduciaries who oversee money for their employers, not-for-profits, charities, family members and clients will also benefit from this program.


Jun 04 9 am - 4:30 pm Kurt Rosentreter

Securing Your Data – Practical Tools For Protecting InformationLevel: Intermediate Duration: Half Day PD Hours: 3

LIVE BROADCAST

Encrypting sensitive information, acquiring and using e-signatures, security tools to secure sensitive data and systems – these are all important tools to help keep an organizations confidential information secure. Security is not optional and dated security techniques are not working as effectively as they once were. It’s time for professionals to tune up what they know about protecting sensitive data. Security failures, such as a breach of client or customer data, are costly. They can even drive an organization out of business. In this seminar, you will learn about the latest tools and techniques for encryption, virus protection, secure communications, secure authentication, and more. The seminar is taught by explaining and demonstrating each of these tools and techniques.

WHO WILL BENEFIT: This seminar is designed for business professionals seeking to secure sensitive data.


Jul 07 9 a.m. - 12 noon K2 Enterprises

Technology for CPAs – Don’t Get Left Behind Level: Introductory Duration: Half Day PD Hours: 3

LIVE BROADCAST

This fast-paced and highly informative seminar will help professionals at all levels understand the major trends in hardware, software and services. More than just a seminar on the latest computers, you will learn about the full spectrum of practical technology available to you and your team and how to implement these tools to efficiently and effectively meet organizational objectives. The instructor will discuss strategies for successful cloud implementations, including accounting and tax, document management, workflow, and data storage and synchronization applications. The topics of virtualization and how it has the potential to change the technology infrastructure in an office will also be introduced.

WHO WILL BENEFIT: The seminar is designed for accounting and financial professionals who are interested in the effects of technology and want to learn how to develop a technology plan for their business.


Jul 7 1 p.m. - 4 p.m. K2 Enterprises

We offer corporate and personal tax updates each year to help you prepare for tax season? Flip to page 61 for more information.

DID YOU KNOW?






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Time Management Strategies Level: Introductory Duration: One Day PD Hours: 7

LIVE BROADCAST

Based on a sound combination of project management and psychology, and on the best-selling book, Cool Time: A Hands- On Plan for Managing Work and Balancing Time, this seminar approaches time management, productivity and work-life balance from a different perspective. The strategies taught in this seminar will not only allow participants to develop new best practices through an understanding of personal strengths, weaknesses, and attributes, but also guarantees successful implementation by delivering straightforward concepts that are easy to learn and implement, and take back to the workplace to teach to others. Blending classic common sense with the realities of the modern workplace, this seminar has been delivered with great success to thousands of accounting professionals.

WHO WILL BENEFIT:Any individual, from new hires to executives, working in any industry, from the public sector to major firms.

SPECIAL INSTRUCTIONS:Session-related tweeting is encouraged. Handout material will be available online.


Jun 18 9 am - 4:30 pm Steve Prentice




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Excel: Advanced Data Validation Techniques – Using Functions & Custom Rules with Validation

LIVE WEBINAR

In this online webinar, participants will explore the data validation feature and the standard built-in rules available in Excel: data validation drop down lists with the INDIRECT function, named ranges and the “Format as Table” feature. Custom rules option in data validation and how to craft custom rules to control what data is entered into specific cells, building custom rules using function-based formulas including COUNTIF, SEARCH and other functions will also be explained.


Jul 24 9 am to 11 am Paul Mascarenhas

Excel: Advanced PivotTable Techniques – Formula Fields & Grouped Fields

LIVE WEBINAR

This online webinar focuses on advanced PivotTable techniques. Participants will explore built-in summarizations of value fields and learn how to analyze data in multiple ways from single data fields. Participants will learn how to distinguish between calculated fields and items and how to create and modify calculated fields and groupings. The value of manual-grouping of multiple fields and auto-grouping of numeric fields will also be explained.


May 08 9 am to 11 am Paul Mascarenhas

Aug 28 9 am to 11 am Paul Mascarenhas

Excel: An Introduction to Array Formulas

LIVE WEBINAR

This online webinar will provide an introduction to array formulas to help participants understand the key concepts to formula building. The concept of range names and how they can make complex formula-building simple and error-free will also be explained. Participants will be introduced to the advanced concept of array formulas and their potential for greatly enhancing effectiveness in data analysis and reporting. They will also learn about arrays of constants and their use in formulas with relevant examples. Useful combinations of multiple functions within array formulas for performing a range of summarization tasks and different ways they can be used for results will also be explained.


Apr 10 12 noon to 2 pm Paul Mascarenhas

Excel: Date Based Calculations – A Project Schedule Plan Using Date Functions & Conditional Formatting

LIVE WEBINAR

This online webinar will teach participants how to build a schedule or project plan using date functions and conditional formatting in Excel. The instructor will walk you through setting review updates for building a schedule or project plan including date functions and conditional formatting for custom rules. You will learn how to bring all of the concepts discussed together to build a professional and dynamic schedule or project plan.


Apr 24 12 noon to 2 pm Paul Mascarenhas

Live webinars are short online sessions that are scheduled at different times of the day so you don’t have to leave the office to attend. Webinars are fully interactive with topics ranging from managing data and pivot tables to advanced productivity and charts.

LIVE WEBINAR








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Excel: Effective Data Visualization with Excel

LIVE WEBINAR

This online webinar explains the chart creation process from selection to setup, focusing on how to create effective charts that communicate information effectively. The benefits of using pictorial elements to convey more information than a traditional chart will be explained. Key formatting concepts that make for advanced chart building, how to use annotations effectively and chart templates will be covered. Special charts, including radar charts, bubble charts and XY scatter plots will be explained.


May 08 12 noon to 2 pm Paul Mascarenhas

Excel: Interactive Analysis – Building an Interactive Variance Analysis Calculator with Vlookup, Data Validation & Advanced Charting

LIVE WEBINAR

In this online webinar, participants will learn how to summarize data from a larger data set using key functions, VLOOKUP to set up a chart data sub-set, create a ratio analysis or a variance analysis table for charting, and create a professional chart for focusing on performance areas. Key chart option areas for enhancing the effectiveness of the chart and the use of data validation, together with the data for adding interactivity, will also be explained.


Jul 24 12 noon to 2 pm Paul Mascarenhas

Excel: Introduction to Optimization Problems Using the Solver Add-In

LIVE WEBINAR

This online webinar will provide an introduction to the solver add-in, examining one or two examples of business related problems involving known opportunity, limited resources and known constraints. Participants will be walked through some key math and financial functions in setting up business decision-making problems in the form of spreadsheet models or calculations. How to use the solver add-in for arriving at solutions to various business problems will also be discussed.


Aug 14 12 noon to 2 pm Paul Mascarenhas

Excel: Introduction to PivotTables

LIVE WEBINAR

This online webinar will provide participants with an introductory seminar on PivotTables. Working through the creation of PivotTables, how to set them up effectively and important options to ensure their effectiveness will be explained. Some key features to manipulate PivotTables like drilling to detail, formatting and arranging fields will also be covered. As time permits, more tips and tricks will be provided.


Apr 24 9 am to 11 am Paul Mascarenhas

Aug 14 9 am to 11 am Paul Mascarenhas

Excel: Productivity Tips & Tricks in Excel

LIVE WEBINAR

Attend this online instructor-led webinar to increase your productivity in Excel. Features of the PowerPoint interface and discovering powerful tools to speed up your work will be discovered. Participants will explore the concept of reusing slides and managing legacy content, how to quickly and easily split text across slides or merge text and unify slides. Power tricks for navigating a seamless presentation delivery will also be shared. By the end of this presentation, you will have many tips and tricks to increase your effectiveness when using Excel.


May 22 9 am to 11 am Paul Mascarenhas









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Excel: Rolling Reports – Dynamic Reporting Using the Table Feature & the Offset Function

LIVE WEBINAR

In this online webinar, participants will learn about various kinds of rolling reports and the specific computation needs. Understand the “Format as Table” feature and how it creates dynamic expanding ranges. How to use named ranges for quick, efficient and error-free formulas, understanding the syntax and usage of some widely used functions in rolling reports and advanced function-based techniques will also be discussed. You will also explore fundamentals of function-based formulas to create rolling report summaries.


Apr 10 9 am to 11 am Paul Mascarenhas

Excel: What-If Analysis Using the Scenario Manager, Goal Seek & Data-Table

LIVE WEBINAR

This is an online instructor-presented demonstration. Participants will learn about various kinds of rolling reports and the specific computation needs of each. How to use named ranges for quick, efficient and error-free formulas, understanding the syntax and usage of common functions in rolling reports and advanced function-based techniques will also be discussed. You will also explore the fundamentals of function-based formulas to create rolling report summaries — more tips and tricks will be discussed as time permits.


Jul 20 9 am to 11 am Paul Mascarenhas

Excel: Working with Financial Functions – NPV, IRR, XIRR, PMT, IPMT, PPMT

LIVE WEBINAR

This online webinar will cover financial functions – NPV, IRR, PMT, IPMT and PPMT. Participants will learn how to understand NPV and IRR and how they work with spreadsheet data. Setting up a spreadsheet for a capital budgeting example and a loan repayment, PMT, IPMT and PPMT in calculating loan repayments, XIRR and its use in capital budgeting and in determining rate of return of an investment and goal seek with financial functions will also be explained.


Jul 20 12 noon to 2 pm Paul Mascarenhas

Excel: Working with Large Datasets – Using the Advanced Filter & the D-Functions

LIVE WEBINAR

This online webinar introduces the advanced filter and the concept of criteria ranges in filtering and extracting records from large datasets in the spreadsheet. Participants will learn how to build criteria involving with AND and OR considerations. The seminar will also help participants to understand wildcards in criteria building, database functions available in Excel and exploring the use of some of the DSUM, DAVERAGE and DMAX database functions.


May 22 12 noon to 2 pm Paul Mascarenhas







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Excel: VBA for the Non-Programmer

LIVE WEBINAR

This two-day online webinar covers the following:Module 1 – 2 hours (VBAW-0104-1)• Introduction to VBA – VBA fundamentals.• Language basics – Understanding objects, collections,

properties, methods and events.• Recording macros – understanding the difference

between recorded code and manual code.


Jun 16 9 am to 11 am Anthony Lewis

Module 2– 2 hours (VBAW-0104-2)• Manually adding functionality by manipulating recorded

code.• Debugging and fault finding – common errors and how

to identify them.• Prompt for user input – understanding variables, creating

message and input boxes.• Initiating macros – initiating macros through command

boxes and events.


Jun 16 12 noon to 2 pm Anthony Lewis

Module 3– 2 hours (VBAW-0104-3)• Conditional statements – using IF statements to execute

code.• Looping code – introducing the concept of code that

runs till a condition is met.


Jun 19 9 am to 11 am Anthony Lewis

Module 4– 2 hours (VBAW-0104-4)• Taking macros to the next level – combining various

concepts applied to various scenarios.• Practical examples – the workshop ends with significant

time spent on real-life examples writing from scratch.


Jun 19 12 noon to 2 pm Anthony Lewis

SPECIAL INSTRUCTIONS:Participants must take all four modules. The modules are not available individually.







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ASPE – A Survey of Standards

ONLINE WORKSHOP

This online seminar reviews Accounting Standards for Private Enterprises (ASPE) and the accompanying accounting guidelines. It is designed for individuals seeking a complete review of ASPE. The objective is to provide information about all of the standards that make up Part II of the Handbook with illustrative examples and exercises in certain measurement, recognition and disclosure areas and to outline the accounting policy choices available in ASPE.

Access from May 18 to July 10, 2015

Auditing Refresher

ONLINE WORKSHOP

This online seminar provides professional accountants with a solid foundation in the practical application of the Canadian Auditing Standards (CAS) to auditing engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practise applying the standards to a set of client-specific facts.


IFRS – A Survey of Standards

ONLINE WORKSHOP

The objective of this two-day online seminar is to provide participants with a solid introduction to the International Financial Reporting Standards (IFRS) incorporated as part of CPA Canada Handbook – Accounting – Part I. IFRS that are under development at the International Accounting Standards Board (IASB) that are expected to be introduced during the next year will also be reviewed. The focus is on the IFRS that apply to most profit-oriented entities. This seminar will also cover the foundation of IFRS, provide a basic understanding of the content each of the IFRS covered and a comparison to CPA Canada Handbook – Accounting – Part II.


IFRS – Update 2014

ONLINE WORKSHOP

International Financial Reporting Standards (IFRS) continue to change. It is important for accountants to stay informed of recent developments. This online seminar provides participants with a review of new and revised IFRSs and an up-to-date snapshot of other projects being considered by IFRS standard setters. The content covers new and revised standards approved from July 2013 to June 2014, so participants will have an understanding of the IFRS approved or revised during the last year and an overview of projects on the International Accounting Standards Board’s (IASB) agenda.

Access from March 1 to August 31, 2015

Income Tax Planning Refresher – Corporate

ONLINE WORKSHOP

This is a refresher seminar for participants who desire to update their knowledge in the various taxes and tax planning that impact the corporate taxpayer. Topics covered include organization of the Income Tax Act as it relates to corporations, determination of residency and calculation of corporate taxes. Common definitions under the Income Tax Act that impact a corporation, commonly used corporate reorganization, corporate attribution and loss utilization, owner manager remuneration planning and estate planning, issues for buy sell agreements, and more will also be discussed.


Designed for those who can’t step away from the office for a full day, our online workshops include pre-recorded training sessions, PowerPoint presentations and course handouts. Participants have access to the program for a limited period of time (30 days, 8 or 10 weeks) from the time they register to participate in the online workshop.

ONLINE WORKSHOP








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Income Tax Planning Refresher – Personal

ONLINE WORKSHOP

This is a refresher seminar for participants who desire to refresh their knowledge in personal tax, trusts and partnerships. Topics covered include how to research a tax issue, determination of residency, liability for taxes in Canada, employment income, benefits and related deductions. Calculations of the various sources of investment income, registered retirement pension plans, individual pension plans, deferred plans (such as TFSA, RESP and RDSP), various deductions from net income such as the capital gains exemption, calculation of taxes payable, including discussions on tax credits and more will also be discussed.


Implementing Winning KPIs

ONLINE WORKSHOP

Key Performance Indicators (KPIs) are an organization’s primary resource to plan, monitor and manage performance. Designed to focus on the issues that matter most to an organization, KPIs can be a key conduit for organizational change management and culture modification. Participants will gain a better understanding of what a KPI is, why it is unique and how to identify the best KPI for their organization. The roles that are required to build and maintain KPIs as well as proper presentation and organization will also be discussed.

This seminar can be taken any time throughout 2015.

Managements New Accountabilities

ONLINE WORKSHOP

No longer are financial results accepted as the sole source of performance measurement. Developing effective performance measures begins with understanding objectives and values. These factors contribute to the overall success of the organization and help translate strategic vision into specific actions. It is time to make performance measurement more relevant and effective within your organization by learning how to develop and align management performance expectations and results with those of the organization. In this course, the approaches presented will make performance measurement and improvement more effective and strategically supported from management’s perspective; essentially, understanding the business first will result in measurable differences to your overall financial performance.

This course can be taken any time throughout 2015.

Not-for-Profit Organizations – A Survey of Standards under Part III of the Handbook

ONLINE WORKSHOP

This online seminar provides an overview of the accounting standards for non-government controlled not-for-profit organizations (NFPOs) under Part III of the CPA Canada Handbook. It reviews the application of GAAP with an emphasis on the areas where choices have to be made in the preparation of financial statements. It should be noted that a NFPO can also elect to apply Part I, IFRS. This course will not discuss this option in detail.


Scenario Planning

ONLINE WORKSHOP

As the need and pace for business change increases, our organizations need the ability to be agile in their strategies and plans/ budgets as they move towards their goals. Traditional planning systems – with annual cycles, cumbersome steps and complex agreements, reduce agility, not increase it. By developing scenario plans, organizations can better equip themselves to deal with the uncertainty of today’s businesses world. This session will cover the key tasks of creating and running multiple scenarios. The workshop is run through an excel model that participants can use in their own organizations after the session.


Strategy Mapping Using Balance Scorecard

ONLINE WORKSHOP

The Balanced Scorecard (BSC) is the performance management tool of choice for many organizations. The BSC’s primary objective is to link the organization’s strategic objectives and direction to tangible performance measures encompassing four strategically-focused areas. The BSC is an opportunity for senior management and those with the responsibility for operational activities to develop tangible performance metrics, communicated through a common language, in attaining the ultimate goal: the organization’s strategic objectives. It is clear that the BSC and other similar performance management tools will play an ever increasing role within every organization in the future.






CERTIFICATE PROGRAMS

We have created partnerships with many post-secondary institutions and industry leaders to create, and offer you high-quality certificate programs that will help focus and propel your professional development.

Focused on the development of specific skills, these programs will help you cultivate the competencies you need to take your career to the next level.

STEP AWAY FROM THE OFFICE AND STRENGTHEN YOUR SKILLS AT ONE OF OUR MANY CERTIFICATE PROGRAMS.



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Certificate in Business Analytics and ReportingDuration: Three Days PD Hours: 21

PRICECPAs and Students: $2,995 +HSTNon-Members: $3,495 +HST

This three-day intensive program focuses on the methodologies and concepts behind the use of simple Excel functions. Through intensive hands-on exercises and over 50 case studies, participants will learn to create impressive, powerful and interactive reports that support the decision-making process. Material will be provided prior to the start of the program in order for participants to become proficient in eight common Excel functions that will be covered in the program. Participants will learn the technical skills to integrate multiple data sources for quick and instantaneous reporting, how to create interactive reports for insightful and impressive presentations, and how to build intelligent models to simulate answers to “what-if” questions. Reinforce your success in the program through a comprehensive learning support system that includes a network of program alumni and a post-program project building interactive Excel models. Participants who successfully submit and assimilate program concepts into their working model will receive a Certificate in Business Analytics and Reporting from CPA Ontario.

WHO WILL BENEFITAccounting and finance professionals who wish to build interactive Excel models that provide speed and accuracy in their reporting and analysis work.

LOCATION DATE INSTRUCTOR

TORONTO To be determined Elaine Chong

Certificate in Change LeadershipDuration: Three Days PD Hours: 21

PRICECPAs and Students: $1,495 +HSTNon-Members: $1,895 +HSTOptional Exam: $150 +HST

The skills required to manage change and produce positive results are key competencies for those who want to make a difference in an organization. When a workplace is characterized by uncertainty and complexity, being able to adapt to change is critical to your survival. This three-day certificate program will provide you with specific frameworks and tools to empower you to be an agent of change in your organization. Participants will specifically address topics such as organizational analysis and the need for change, how to work with participants and understanding their readiness for change, action planning and implementing change, the abilities and skills of a change agent, developing a stakeholder map, and evaluating and sustaining change. Upon completion, you will be better equipped to assess a change challenge and develop an action plan to address it.

WHO WILL BENEFITProfessionals in leadership positions who want to create and sustain change in their organizations.

SPECIAL INSTRUCTIONSAn optional exam is available for participants who wish to earn a Certificate in Change Leadership.


TORONTO - YORK Oct 19-21 Dr. Gene Deszca



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Certificate in Corporate FinanceDuration: Two Days PD Hours: 14


Corporate finance underlies all of the financial decisions a company makes. By learning to optimize net assets and capital, accounting professionals can enhance returns while managing risk, and helping organizations establish a competitive advantage in an industry. This three-day certificate program provides a better understanding of asset management, foreign exchange strategies, equity markets, and capital market transactions and their intended objectives. Participants will discuss management of current assets and liabilities, bank operating line and margining provisions, issuing bankers’ acceptances and commercial paper, creating a cash flow forecast, equity and equity markets, debt in the capital structure, optimizing capital structure, key strategic paths in financial risk management, optimizing an organizations net assets and capital, and enhancing returns while managing risk. Through lectures and interactive case studies, professionals at all levels of an organization will be empowered to play an important role in evaluating and selecting various alternatives based on associated benefits and risk.

WHO WILL BENEFITCorporate accounting and finance professionals who wish to become more involved in their organization’s financing transactions and financial structure.

SPECIAL INSTRUCTIONSAn optional exam is available for participants who wish to earn a Certificate in Corporate Finance.

It is recommended that participants bring a laptop computer with Microsoft Excel installed.


TORONTO To be determined Frank Hayes

Certificate in Enterprise Risk FundamentalsDuration: Five Days PD Hours: 35


Risk is an intrinsic part of organizational strategy and everyday business. Accounting and finance professionals must learn to understand and react to evolving business objectives while also identifying and dealing with risk. This five-day in-class program provides a preparatory focus on risk management. Through lectures and interactive case studies, participants will develop the skills to identify, analyze and respond to perceived threats and protect an organization against unanticipated threats. Participants will explore worldwide best practice frameworks, tools to identify risks, and ways to avoid or reduce those risks while achieving business objectives. Proven risk management practices can have a positive effect on an organization’s current operations and long-term success. When an organization’s risk management framework has been established or improved, businesses can thrive, create value and develop a competitive advantage.

WHO WILL BENEFITAccounting and finance professionals who are responsible for balancing risk management with an organization’s performance goals.

SPECIAL INSTRUCTIONSAn optional exam is available for participants who wish to earn a Certificate in Enterprise Risk Management Fundamentals.

A laptop is required for the fifth day of the program.


TORONTO To be determined Various



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Certificate in Fraud Awareness, Prevention and MitigationDuration: Two Days PD Hours: 14


Created in partnership with the Centre for Financial Services (CFS) at Seneca College, this certificate program will heighten participants’ awareness of fraud and financial crimes and increase their understanding of financial crimes within the business environment. Through lectures, interactive case studies and breakout sessions, the program will equip participants with the necessary skills to help mitigate the impact of economic crimes for their organization and their clients. Participants will discuss financial crime prevention, fraud identification and mitigation, internal control and auditing, understanding the business environment, financial statement fraud, how to identify and analyze fraud sales, receivables, inventory, fraud prevention, detection and mitigation. Participants will receive a certificate of completion from Seneca College CFS, in partnership with CPA Ontario and one full credit towards the Canadian Institute for Financial Crime Analysis (CIFCA) Financial Crime Analysis professional development program.

WHO WILL BENEFITAccounting and finance professionals who want to increase their ability to identify, tackle and prevent fraud and other financial crimes within their company or for their clients.


TORONTO - Seneca College To be determinedSeneca College Faculty

Certificate in Human Resources for CPAsDuration: Two Days PD Hours: 14


Delivered in partnership with the Human Resources Professionals Association (HRPA), Canada’s human resources (HR) thought leader and the largest HR association in Canada, this two-day program gives participants a theoretical insight into the field of human resources and the practical knowledge to offer added value to an organization. Participating in this program will give you the tools to turn problems into solutions and challenges into opportunities. Leverage your leadership potential and demonstrate your cross-discipline expertise with this certificate program. Participants will gain insight into the most current topics in employment, compensation and retention to attract and retain top talent, authentic coaching and accountability, effective and inspiring leadership especially through times of change, managing disabilities in the workplace and the duty to accommodate, and learning how to mentor. Completion of the program includes an HRPA membership in the category of “Allied Professional,” which confers all benefits of regular HRPA membership except voting rights.

WHO WILL BENEFITAccounting and finance professionals employed by small- to medium-sized enterprises and tasked with cross-disciplinary roles or any professional who wishes to increase their human resources knowledge.


TORONTO - HRPA May 20-21 HRPA Faculty

TORONTO - HRPA Aug 11-12 HRPA Faculty

TORONTO - HRPA Dec 2-3 HRPA Faculty



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Certificate in Lean Six SigmaDuration: Three Days PD Hours: 21


Quality management and process excellence offer a framework that allows a business to systematically manage the organization’s reason for existence: value creation and growth. The key enabler of this transformation is the Lean Six Sigma methodology and tools that assist teams to deliver value for customers, generate returns for shareholders, and create an empowering workplace environment for employees. This three-day certificate program in partnership with the University of Toronto School of Continuing Studies covers the concepts associated with implementation of Lean Six Sigma methodology, and provides students with a solid grounding in the ideas and practices of Lean Six Sigma tools, which can be used to improve quality in service, and transactional and manufacturing processes. The program will cover foundational skills and theories related to quality management and then cover the specific tools related to Lean Six Sigma. The tools will allow the user to not only identify improvement opportunities, but also develop solutions that will improve the company in the long run.

WHO WILL BENEFITAccounting and finance professionals who would like to gain insight into the Lean Six Sigma methodology to improve quality in their organizations.


TORONTO To be determinedUniversity of Toronto Faculty

Certificate in Master ControllershipDuration: Five Days PD Hours: 35

PRICECPAs and Students: $2,995 +tax Non-Members: $3,495 +tax Optional Exam: $150 +tax

Through five days of comprehensive technical and soft skill training, this program will prepare participants to meet the many challenges that controllers and directors of finance face. Learn how to build your finance team, manage your time more effectively and make way for financial analysis. Explore the future role of the management accountant and how the profession is improving outcomes for companies and their business communities. Using the Watson Glazier Critical Thinking for Sound Decision-Making Tool, learn your strengths and weaknesses as they relate to developing strategy, reducing risk and other business competencies required by your organization on a day-to-day basis and as you advance your career. Upon completion, participants will have best practice takeaways to use in everyday workplace situations and a better understanding of what organizations expect from the controllership. You may continue to gain knowledge, share experiences and receive timely resources through the Master Controller Networking Group. Use the group to connect with fellow CPAs in real time, build business contacts and try out new ideas.

WHO WILL BENEFITCurrent, new and aspiring controllers who wish to equip themselves with the necessary tools to succeed in a controllership role.

SPECIAL INSTRUCTIONSParticipants may register for the full program, two days of technical or soft skills and add the simulation.


MARKHAM / SCARBOROUGH Jul 20-24 Barbara Palmegiani

OTTAWA Oct 5-9 Barbara Palmegiani

TORONTO - YORK Nov 30 - Dec 4 Barbara Palmegiani



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Certificate in New Manager EssentialsDuration: Three Days PD Hours: 21

PRICECPAs and CPA Students: $1,495 +HSTNon-Members: $1,795 +HSTOptional Exam: $150 +HST

Featuring interactive activities and insightful assessments, this three-day program equips junior professionals and new managers with the tools to succeed in a management position. The program has been divided into three parts to help participants understand themselves, their role as a manager and how to work with peers and superiors. Learn how to address the new responsibilities and challenges that accompany a management role, including performance management and measurement, budgeting and corporate performance indicators. You will also explore a manager’s legal environment, and ways to increase your professional effectiveness as a manager. Upon completion, you will fully understand your role as a manager and be empowered to perform your role with confidence.

WHO WILL BENEFITJunior professionals and new managers who wish to understand the roles and expectations of a manager and gain the tools to succeed in the role.

SPECIAL INSTRUCTIONSAn optional exam is available for those interested in obtaining a Certificate in New Manager Essentials.


OTTAWA Jul 13-15 Dr. Gene Deszca

TORONTO - YORK Sep 21-23 Dr. Gene Deszca

TORONTO - YORK Dec 7-9 Dr. Gene Deszca

Certificate in Not-for-Profit and Charity Finance LeadershipDuration: Five Days PD Hours: 35


This five-day program will provide executive directors and finance managers with essential tools, frameworks and models to strengthen non-profit finance and its integration with strategy. Participants will also learn how to assess and strengthen the four elements of the non-profit business model: cost, revenue and capital structures and program portfolio.

The program includes case simulations, practical exercises and group discussions focused on strengthening knowledge in strategic non-profit finance. Participants will enhance their ability to analyze various financial and accounting reports including audited financial statements, how to assess organizational short and long-term strengths and vulnerabilities and how to easily communicate an organization’s financial position to non-finance board members. How to assess the strength revenue and capital structures in order to position the organization for resilience will also be discussed. The instructor will also cover how to develop program and organizational budgets using true cost accounting, program economic analysis and other best-in-class budget formats and frameworks. You will receive a comprehensive toolkit including MS Excel worksheets for revenue, costing and budget analysis. A budget narrative proposal template is also included as well as sample internal controls, finance and risk committee terms of reference.

WHO WILL BENEFITAccounting and finance professionals who wish to integrate strategy, risk management and finance in a not-for-profit setting.

SPECIAL INSTRUCTIONSParticipants may register for the full program, three days of the introductory or intermediate program or two days of the advanced program. An optional exam is available for participants who wish to earn a Certificate in Not-for-Profit and Charity Finance Leadership. Participants must attend all five days of the program before qualifying to write the exam.


TORONTO To be determined Betty Ferreira



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Certificate in Strategic AnalyticsDuration: Five Days PD Hours: 35

PRICECPAs and Students: $2,695 +HST Non-Members: $2,995 +HSTOptional Exam: $150 +HST

The amount of data being collected and stored in the digital age is growing. Management analytics seeks to organize, direct and draw conclusions from this data for informed and intelligent decision-making. This intensive five-day program prepares you to manage and deploy analytics within an organization. Learn how to analyze complex sets of data and provide well-informed and effective recommendations. For this program, participants must have a laptop computer, advanced level MS Excel skills, working knowledge of Pivot Tables and familiarity with MS PowerPoint. Participants are also required to read Keeping Up with the Quants: Your Guide to Understanding and Using Analytics as well as four Harvard Business Review articles. Materials will be provided upon registration.

WHO WILL BENEFITAccounting, finance and business professionals who want to increase their analytical and technical capabilities in data analytics.

SPECIAL INSTRUCTIONSAn optional exam is available to participants who wish to receive the Certificate in Strategic Analytics.


TORONTO To be determined Various

Certificate in Strategic LeadershipDuration: Three Days PD Hours: 21


Through the extensive use of case studies, group discussions and simulations, you will push your strategic thinking to a new level, see organizational challenges in new ways and develop the insights and skills to lead change at this certificate program. Upon successful completion of this three-day program you will receive a Certificate in Strategic Leadership from Western University’s Ivey Business School in partnership with CPA Ontario. This certificate program features leading academics from the Ivey Business School and is derived from the Ivey Leadership Program, which is ranked as one of the top 10 general management programs in the world by the Financial Times. Attendees will discuss topics such as aligning strategy with leadership across the organization, driving performance by managing and coaching with strategic direction, building high levels of engagement among your staff, and tactics to overcome resistance and build support.

WHO WILL BENEFITSenior managers facing rapidly changing and increasingly complex business environments who are interested in sharpening their strategic thinking and leadership skills.


TORONTO - Ivey Leadership Centre Aug 18-20Ivey Business School Faculty



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Certificate in Strategic Supply Chain ManagementDuration: Two Days PD Hours: 14


Supply chain management often functions in a highly tactical manner with little consideration given to how to reduce operating costs and increase cash flow while maximizing a return on investment. As strategic leaders within an organization, accounting professionals are well positioned to learn about the strategic aspects of supply chain management and improve how operating capital can be managed strategically. This program provides an understanding of supply chain structure and support, including leveraging the end-to-end supply chain, maximizing value from strategic sourcing, monitoring and measuring performances and managing logistics. Through lectures, interactive discussion models and case studies, you will leave this program better equipped to design a more strategic supply chain with a clear vision that supports your organization’s objectives.

WHO WILL BENEFITAccounting and finance professionals who would like to gain insight into the design, integration and management of a strategic supply chain.

SPECIAL INSTRUCTIONSAn optional exam is available for participants who wish to earn a Certificate in Strategic Supply Chain Management.


MISSISSAUGA Oct 7-8 Shawn Casemore



EXECUTIVE & RESIDENTIAL PROGRAMS

Today’s leaders are expected to maintain strong technical and leadership competencies. Developed by industry experts and thought leaders, the executive and residential programs are designed to help you achieve mastery in the competencies necessary for business success and advancement in your career.

Focus your learning for a few days this year at one of our executive or residential programs and walk away with the skills you need to conquer your next growth opportunity.

TAKE YOUR PD TO NEW HEIGHTS AT ONE OF OUR EXECUTIVE AND RESIDENTIAL PROGRAMS THIS YEAR!



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The CEO Program: Leading with PurposeDuration: Fours Day PD Hours: 28

PRICEFull Program:CPAs and Students: $3,750 +HSTNon-Members: $4,250 +HST

The CEO Program is a highly interactive, challenging learning experience for both current and aspiring leaders as well as those who simply want to excel with confidence and conviction in executive and leadership positions. The content for this program is redesigned each year to ensure it reflects changing stakeholder expectations and the uncertain risks and daunting challenges facing organizations today. In 2015, emphasis will be placed on defining and acquiring a leadership identity, projecting executive presence and improving strategic intelligence. The role of CEO as “chief decision maker” amidst the realities of power, politics, higher performance expectations and increasing board scrutiny is an overarching theme. As a participant, the experiences you and your peers will share, along with the review of case studies, will highlight the application of the necessary skills required of CEOs today. Discover the meaning of “leading with purpose” and how to do it in our volatile, unpredictable, hyper-competitive world.

Visit www.cpaontario.ca/CEOPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITProfessionals in a position of executive responsibility aspiring to climb the leadership ladder.

SPECIAL INSTRUCTIONS:Participants must complete a substantial amount of pre-course work to truly benefit from this program. As a result, early registration is strongly advised.

This program is residential and includes accommodations. A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.


NIAGARA ON THE LAKE Jun 22-25 Jim Murray

The CFO as Navigator – Beyond Finance and AccountingDuration: Three Days PD Hours: 21


Are you considering a CEO position and think your knowledge is too focused on finance and accounting? Do you think you need a broader knowledge base? Communicating with an information technology (IT) department, learning about new tools and methods to add value to an organization and going beyond the finance function is what you need to transform your career and go beyond finance and accounting. Take your skills in the financial reporting function to the next level with this executive program. The CFO as Navigator is dedicated to providing you breadth and depth in key areas such as dashboards, performance metrics and process maps, information management and business intelligence, platform design and creation, corporate strategy talent management, incentive design and more. This program is designed to turn you into a complete CFO. You will cover a lot of concepts that relate to the human resources (HR) and IT function so you can learn enough depth to manage these functions and effectively communicate HR and IT concepts with the knowledge and confidence you need to succeed as a leader.

Visit www.cpaontario.ca/CFONavigatorPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITProfessionals in mid-cap, for-profit companies who are responsible for managing multiple functions in an organization and are looking for tools to identify and create value for their organization.


MARKHAM / SCARBOROUGH To be determined Vijay Jog

http://www.cpaontario.ca/CEOPD.

http://www.cpaontario.ca/CFONavigatorPD



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The CFO as StrategistDuration: Four Days PD Hours: 25


What do today’s CEOs and boards expect from their CFO? According to a study by Queen’s University, the CFO’s role as a strategist is on the top of the list. Being a strategic CFO demands that you are a strategic and critical thinker with strong decision making skills. While the CEO is often seen as the visionary and figurehead of a company’s strategy, it is often the responsibility of the CFO and executive team to understand and execute the vision, while also providing feedback to the board and continually reassessing the strategy. Strategy is not just about having a vision or planning, it is also about delivery. The nuts and bolts of how to move from the strategic planning stage to implementation is often overlooked — but is often the primary role of the CFO. This cutting edge residential program provides you with an opportunity to step away from the daily pressures at work and join a group of your peers to focus on what you and your organization need to do to excel in today’s competitive business environment.

Visit www.cpaontario.ca/CFOStrategistPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITFinancial executives who have been tasked with a role in the strategic planning process and want to understand more about expectations. Those who are looking for feedback on current strategies from a group of seasoned peers will greatly benefit from this interactive learning experience.

SPECIAL INSTRUCTIONS:This is residential program and includes accommodations. A limited number of program spots are available to those who do not wish to have accommodations. As there will be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.


NIAGARA ON THE LAKE To be determined Larry Ginsberg

Commanding Presence – Advanced Communication and Presentation Skills for ExecutivesDuration: Two Days PD Hours: 16

PRICEFull Program:CPA Members and Students: $1,850 +HST

In a survey of 1,500 professionals, the top three benefits of being an excellent speaker are respect, persuasion, and career advancement. The top three consequences of poor speaking are being underestimated, being perceived as less intelligent and unfulfilled potential. This is an intensive, personal coaching program designed to immediately upgrade your speaking skills, reduce your communication stress and remove the barriers that poor speaking put in front of you and your career. The focus is on eloquence, the preparation of information, performance and effective delivery. As one of only eight participants, you will receive all of the personal coaching you need to learn new skills in a comfortable and supportive environment. This program is led by the most experienced speaking coach in North America. You will learn how to control your speaking abilities to ensure they match your expertise and knowledge in important meetings and presentations. In this highly effective and rewarding workshop, you will achieve a substantial and permanent improvement in your confidence and speaking ability.

Visit www.cpaontario.ca/CommandingPresencePD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITExecutives looking for an advanced communication program that will immediately improve their confidence and speaking ability, and subsequently, their ability to deliver precise and persuasive information in presentation and informal settings.


TORONTO Continuous dates John Plank

http://www.cpaontario.ca/CFOStrategistPD

www.cpaontario.ca/CommandingPresencePD



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The Master CFO Executive ProgramDuration: Five Days PD Hours: 35

PRICEFull Program: $5,795 +HSTDay 1 & 2 only: 2,395 +HSTDay 3, 4 & 5 only: 3,495 +HST

Today’s CEOs need and want more from their CFO than ever before. The new and expanded role of today’s CFO must facilitate change by collaborating to develop compelling financial and operational agendas. This unique program is developed in modules over five days to provide you with key management practices that will guide you as a financial leader, and ensure the success of your organizational efforts, and clearly differentiate the key attributes of a CFO versus a controller.

These CFO-critical competencies were explored and the content for each module was developed by fellow accounting professionals who lead successful business careers as CFOs. As you move into the CFO role and your responsibilities increase, you need to learn how to make better quality decisions. This unique career leadership program is delivered as a blended learning process that includes an assessment tool, lively discussions, and simulation and case work that will support your personal and professional development.

Visit www.cpaontario.ca/MasterCFOPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITExecutives who are new to the CFO role, as well as controllers and directors of finance seeking to advance to the role of CFO.

SPECIAL INSTRUCTIONSParticipants may register for the full program, or register for the first or second half of the program.


TORONTO - YORK Nov 2-6 Barbara Palmegiani

The Optimal Negotiator: The Definitive Program for Serious Deal MakersDuration: Four Days PD Hours: 28


This comprehensive program on the art and process of negotiating is the creation of Dr. Jim Murray who has been researching, teaching and practicing negotiation skills for over four decades. Tens of thousands of people from all professional callings have benefitted from his unique, street-savvy insights, acclaimed expertise and hands-on experiences in virtually every negotiating arena. His accomplishments include facilitating sensitive commercial transactions and divisive union-management conflicts, to overseeing corporate acquisitions, advising parents on the subtle art of dealing with troublesome teens and police officers on resolving hostage situations, as well as providing instruction on handling peacekeeping interventions in world hotspots. This fast-paced, universally practical and highly interactive program is aimed at senior executives who are committed to developing and strengthening their negotiation skills. In any profession, the ability to get others to agree with you, while believing they are winning, is crucial to your success and the prosperity of your organization.

This program will explore conceptual frameworks for achieving desired outcomes, how to recognize and respond to negotiating tactics, essential communication skills of a negotiator and the fundamental attributes of an optimal negotiator. The program will include a final in depth simulation that synthesizes the skills and knowledge gained throughout the session.

Visit www.cpaontario.ca/OpNegPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITExecutives who want to learn how to optimize deals, artfully ascend the corporate ladder or those who seek to master the art of negotiation.

SPECIAL INSTRUCTIONS:This program is residential and includes accommodations. A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.


NIAGARA ON THE LAKE Dec 14-17 Jim Murray

www.cpaontario.ca/MasterCFOPD

http://www.cpaontario.ca/OpNegPD



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Smart Leaders 2.0: Thinking & Innovation SkillsDuration: Four Days PD Hours: 32


Today’s marketplace demands smart leaders. Leaders who can make things happen and drive their organization to seize opportunities. These nimble, savvy leaders can capitalize on emerging trends, find clarity amongst confusion and work through information overload. More than 90 per cent of today’s CEOs cite creativity as their number one leadership competency. Recent colossal, sometimes catastrophic errors in business judgment are a testimony to an over-reliance on antiquated, unproductive problem-solving techniques. By attending this executive program, you will learn how to leverage and learn the skill of creative thinking. The purpose of this unique program is to give you the formula and tools you need to change the way you think and the way you lead your organization. The format of this program is practical and interactive and the content leverages the latest research in industry. Thinking styles, cognitive tendencies that lead to bad decisions, barriers to innovation and more will be discussed.

Visit www.cpaontario.ca/SmartLeadersPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITExecutives who want to learn how to think differently, run their enterprises better or transform an organization entirely.

SPECIAL INSTRUCTIONS:Participants must complete a substantial amount of pre-program work to truly benefit from this program. As a result, early registration is strongly advised.

This program is residential and includes accommodations. A limited number of program spots are available to those who do not wish to have accommodations. As there may be evening activities (group work and/or networking opportunities), this option is recommended only for those who reside nearby.


NIAGARA ON THE LAKE Nov 23-26 Jim Murray

http://www.cpaontario.ca/SmartLeadersPD



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The CFO Leadership Program – Operational SkillsDuration: Four Days PD Hours: 25


Reporting to the CEO or president, the CFO is the top job that leads, initiates, and manages the financial decision-making process within the organization. As a senior advisor, the CFO has five distinct roles: business partner, scorekeeper, commentator, expert, and custodian. These diverse roles mean that the CFO needs to understand the numbers, as well as lead, develop, and help execute, the business strategy.

This program covers the core CFO competencies that organizations expect and demand. It will also help you get up to speed on corporate governance and risk management, and the latest tools and applications. You will examine the relationship of strategy and risk-taking, and leave this program ready to help drive your organization’s mission and success. Learn how to nail down the planning, budgeting and internal control competencies that facilitate efficient and effective operations. The value-added CFO competencies in business valuation, business intelligence, M&A, and intellectual property will also be explored. You will also focus on learning how to effectively communicate the core finance and operating results for internal and external stakeholders.

Visit www.cpaontario.ca/CFOOpsPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITCFOs and VPs that are responsible for providing council and guidance to a CEO and Board. Those who have been tasked with directing the finance and administration areas or are trying to improve governance, accountability, and the control environment, and would like to examine the state-of-the-art developments in strategy, risk management, and financial reporting will benefit greatly from attending this program.



NIAGARA ON THE LAKE Jul 19-22 Jeffrey Sherman

The CFO Leadership Program

The CFO Leadership Program is the definitive program for aspiring or new CFOs, and for experienced CFOs who wish to refresh their base skills and knowledge. The program is made up of two in-depth programs, Operational Skills and Leadership Competencies.

Operational Skills examines the core technical, systems, and procedural skills; and Leadership Competencies emphasizes the leadership skills that provide the foundation for success for CFOs.

Upon completion of both Operational Skills and Leadership Competencies, participants will receive a CFP Leadership Program Certificate of Completion from CPA Ontario. There is no particular order in which the programs should be taken.

http://www.cpaontario.ca/CFOOpsPD



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The CFO Leadership Program – Leadership CompetenciesDuration: Four Days PD Hours: 30


Organizations with skillful leadership consistently outperform those with less effective management. The Leadership Competencies component of the CFO Leadership Program delivers “beyond the theory” training in leadership, executive communications, management, and CFO political skills. You and your organization will benefit from your participation in this program. You will learn how to be a more self-assured finance team leader. You will also understand how to contribute to organizational core values, and to communicate effectively with your stakeholders. How to improve your performance as a strategic business partner to key stakeholders in your organization and how to enhance your capabilities as a communicator and leader, and leading-edge thinking in leadership will also be explored. You will return to your office with significant insights into how you can improve your individual and team performance.

Visit www.cpaontario.ca/CFOLCPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITCFOs who are looking to enhance their effectiveness in their role as the finance leader in their organization. Those who are looking to improve relationships with external and internal stakeholders will benefit from the knowledge gained from this program.



NIAGARA ON THE LAKE Apr 17-22 Larry Ginsberg, Lynne Brenegan

http://www.cpaontario.ca/CFOLCPD



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The Advanced Controllership Program – Operational SkillsDuration: Four Days PD Hours: 28


Focused on sharpening your financial skills and learning about leading developments in finance, risk management, compliance and control, this program will develop your analytics skills and strengthen your capabilities to manage the reporting process. The content of this program will cover new ways to reduce costs and improve efficiencies for your organization. How to use LOSO’s Internal Control – Integrated Framework to improve operations and performance and how to implement appropriate IT controls will also be discussed. Enhance your skills as the financial expert in your organization and become the finance manager who can develop and interpret financial and operational metrics to provide solid decision making support for key executives.

Visit www.cpaontario.ca/ControllerOpsPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITControllers who are looking to gain insight into new developments affecting financial managers including improvements to internal controls, reporting and accountability.



NIAGARA ON THE LAKE May 24-27 Jeffrey Sherman

The Advanced Controllership Program – Management CompetenciesDuration: Four Days PD Hours: 28


Organizations with skillful leadership consistently outperform those with less effective management. As a result, controllers and other senior level accounting professionals are increasingly expected to demonstrate their ability to lead people and understand the processes that are intimately tied to human resources management. Designed to help controllers with the current demands on their people management skills, this program will help you improve your supervisory, team-building, networking and presentation skills. Assessments and facilitated discussion groups will be levered through the program to encourage an engaging and focused learning experience.

This program is designed to help controllers with today’s greater emphasis on people management, and will help you: improve your supervisory skills, develop your team-building and networking skills, hone your presentation skills, and enhance your personal development through assessments, and facilitated discussion groups.

Visit www.cpaontario.ca/ControllerMgmtPD to read the complete curriculum and testimonials from previous attendees.

WHO WILL BENEFITControllers who want lead teams and get the most out of themselves and their teams and those who are responsible for reporting to the upper levels of management and are interested in sharpening their personal leadership style.



NIAGARA ON THE LAKE Jun 14-17 Cindy Pinkus, Carolyn Cohen

The Advanced Controllership Program

The Advanced Controllership Program is the definitive program for controllers who wish to refresh their base knowledge and move their teams to the next level. The program is made up of two in-depth programs, Operational Skills and Management Competencies. Operational Skills concentrates on the technical aspects of your role, and Management Competencies focuses on the people and leadership skills necessary for you to get the best out of yourself and your team. Upon completion of both Operational Skills and Management Competencies, participants will receive an Advanced Controllership Program Certificate from CPA Ontario. There is no particular order in which the programs should be taken.

http://www.cpaontario.ca/ControllerOpsPD

http://www.cpaontario.ca/ControllerMgmtPD

CPA ONTARIO’S IN-HOUSE PROFESSIONAL DEVELOPMENT Customized training onsite! Enhance leadership potential and build on technical expertise

with specifically tailored training for your organization.

CPA Ontario’s top-tiered instructors deliver accounting and

finance focused programming to suit the needs of your staff

and organization, with a goal of elevating competencies and

enhancing skill sets.

Contact us today at [email protected] for the key to

unlocking your team’s learning potential.


050315-PDCatalogue.indd 1 2015-03-06 2:17 PM

CPA ONTARIO’S PUBLIC SECTOR DAY Cybersecurity, Behavioural Economics, Big Data and the Changing Face of the Public Sector

Friday, May 22, 2015 - Ottawa Conference and Event Centre Featuring Comptroller General of Canada, Bill Matthews, CPA, CA

Designed for professionals within this specialized industry, CPA

Ontario’s Public Sector Day will provide a forum to share ideas, a

place to learn the latest developments and an opportunity for you

to network with peers and colleagues. Become equipped with the

technical skills, strategic thinking and leadership qualities required

to enhance the effectiveness of public sector management.

Register and learn more at: cpaontario.ca/publicsector


030315-DAMagazine.indd 1 2015-03-04 10:12 AM

SEMINAR LOCATIONS

BURLINGTON

HOLIDAY IN BURLINGTON

3063 South Service Road,

Burlington, ON L7N 3E9

905 639.4333

KITCHENER

HOLIDAY INN KITCHENER-WATERLOO HOTEL AND CONFERENCE CENTRE

30 Fairway Road South

Kitchener, ON N2A 2N2

519 893.1211

MISSISSAUGA

HOLIDAY INN MISSISSAUGA

2125 North Sheridan Way

Mississauga, ON L5K 1A3

905 855.2000

OTTAWA

CPA ONTARIO OTTAWA (Downtown)

110 O’Connor Street, Suite 2

Ottawa, ON K1P 5M8

613 567.5307

SOUTHWAY HOTEL

2431 Bank Street

Ottawa, ON K1V 8R9

613 737.0811

MARKHAM

DELTA MARKHAM

50 East Valhalla Drive

Markham, ON L3R 0A3

905 477.2010

BMO INSTITUTE FOR LEARNING

3550 Pharmacy Avenue

Toronto, ON M1W 3Z3

416 490.4300

TORONTO

CPA ONTARIO – BLOOR

69 Bloor Street

Toronto, ON M4W 1B3

416 962.1841

CPA ONTARIO – YORK

25 York Street, 11th Floor

Toronto, ON M5J 2V5

416 977.7741

VAUGHAN

HOLIDAY INN EXPRESS VAUGHAN

6100 Highway Seven

Vaughan, ON L4H 0R2

905 851.1510



Jane M. Bowen, FCPA, FCA, has been involved in professional development and education for the profession for many years and was the co-coordinator for Professional Practice education for the CPA Program. Currently, Jane lectures in financial accounting and audit at the University of Ontario Institute of Technology (UOIT). Jane is also a published author, working on the new Guide to Accounting for Private Enterprises, published by CPA Canada. Published by Carswell-Reuters, Jane has also co-authored Guide to Preparing Financial Statements and Designing and Using Effective Analytical Procedures.

Shawn Casemore has helped organizations improve their leadership and operation effectiveness for over two decades. His experience includes working with organizations such as Pepsi Co, CN Rail, Spectra Energy and the Institute of Supply Management to name a few. As a recognized writer, Shawn’s articles have been published in several industry publications including “Globe and Mail”, “CFO Magazine” and the “Association of Manufacturing Excellence.” His speaking engagements include keynotes and concurrent sessions for organizations internationally.

Barry S. Corbin practises law through Corbin Estates Law Professional Corporation in the areas of income tax and estate planning, estate administration and mediation of estate disputes. Barry is certified as a specialist in Trusts and Estates Law and is a Fellow of the American College of Trust and Estate Counsel. Barry has been an instructor and author for the Law Society of Upper Canada (LSUC) Bar and has delivered seminars for CPA Ontario’s professional development program for many years.

Karen Denega, owns and operates a boutique consulting that specializes in training and development in leadership and change management. Karen assists individuals, teams and leaders to increase their effectiveness, helping them develop the skills they need to achieve their peak performance at work and in life. To date, she has taught over 2,000 individuals and led more than 200 training and coaching sessions on helping people thrive personally and professionally. She has worked with clients in government ministries, professional associations, small business owners, business leaders and working parents.

OUR INSTRUCTORS

Paul Ambos, CPA, CA, a graduate of the University of Toronto, received his designation in 1980. With over thirty years’ experience in sales taxes, his career includes several years with international public accounting firms and a large public organization. Paul consults exclusively on commodity tax matters and is a frequent presenter of sales tax seminars for CPA Ontario.

Karine Benzacar, FCPA, FCMA, is the managing director of Knowledge Plus Corp., an organization specializing in business training and financial, accounting, and management information services. Karine has worked across North America, with large companies such as the Bank of Nova Scotia, Magna, IBM and departments of the Government of Canada. Her experience includes budgeting, accounting, finance, project management, re-engineering and strategic management.

René Bertrand is a partner at 3D Performance Consulting, and a senior consultant and associate with rogenSi North America. René works with organizations and individuals to help them achieve high performance and reach their full potential. He has worked with different levels of various organizations in Canada, France and the United States. René holds a Bachelor of Science (BSc) from Loyola University and various certificates supporting his presentation, performance management and leadership skills.

Robert Boulton, CPA, CA, is the director of education and standards at The Canadian Institute of Chartered Business Valuators. Bob has practised in business valuation, corporate finance and the quantification of economic damages. Bob has consulted on valuation matters concerning shareholder disputes, mergers and acquisitions, estate and tax planning, and minority oppression actions. He also has experience with damages quantification matters concerning commercial disputes, intellectual property infringement, professional negligence and Competition Act matters relating to mergers and acquisitions. Robert is a chartered business valuator.



Forrest & Company Limited is a trusted partner in organizational transformation and leadership development. Since 1987 its team of skilled consultants, facilitators, coaches, and designers has helped build the capabilities and effectiveness of more than 30,000 leaders and their organizations worldwide. Its success developing and releasing potential in individuals, teams and organizations is demonstrated by the many clients with whom Forrest & Company has garnered long-term relationships.

Chuck Gallozzi lived, studied, and worked in Japan for 15 years, immersing himself in the wisdom of the Far East and graduating with a Bachelor of Arts and Masters Degree in Asian Studies. He is the author of the book, The 3 Thieves and 4 Pillars of Happiness, 7 Steps to a Life of Boundless Joy. He is also a Certified NLP Practitioner, speaker, seminar leader, and coach. Corporations, church groups, teachers, counsellors, and caregivers use his more than 400 articles as a resource to help others. A catalyst for change, Chuck has worked with a diverse group of people and business professionals throughout his career.

Jim Gaston, FCPA, FCA, has retired from Pricewaterhousecoopers (PWC) after a successful career spanning 40 years, 25 of which as a partner. During his career, Jim led the global risk management services in Canada. He also lead continuing education for PWC and served as chairman of CPA Canada’s Professional Development Committee and Audit Courses Committee. Currently, Jim provides due diligence services to the Ontario government for loans and grants to stimulate the economy and create or retain jobs.

Tony Gill manages strategic projects in corporate real estate for a large Canadian retailer and also lectures for CPA Canada and York University. Published extensively, he is on the editorial board of the Corporate Real Estate Journal in London and the Advisory Board of the Telework Coalition in Washington D.C. Tony received undergraduate degrees in English Literature from Florida State University, and Economics from the University of Waterloo. He also holds an MBA in finance and real estate from The University of Florida.

Larry Ginsberg, FCPA, FCA, is President of GinsOrg International Inc., a management consulting firm. He provides advice and counsel to directors and senior officers of various Canadian companies in the areas of overall corporate strategy, growing a business, effective strategic implementation, family business and related elements including succession planning, corporate governance, corporate finance and various aspects of mergers and acquisitions.

Scott Cuthbertson has been a pioneer in analytics since 1998 as the Manager of the Analytics and Development Group for a retail-focused management consulting firm. Scott provides solutions and training to small and large companies. He has worked with more than 100 of the world’s leading retail organizations on labour scheduling, inventory replenishment, performance management, organization design and pricing. His specialties lie in creating analytical tools to save time and empower users to focus on strategy and liberating data to give greater visibility and control to decision makers.

David Elsner is a professional management consultant with over 15 years of experience working with many of the world’s leading organizations in the retail, automotive, and healthcare industries. His specialties lie in managing projects to implement solutions to guide business leaders to make use of their data asset, and developing cost-saving strategies — all with a focus of leveraging analytics to support successful, data-driven decisions. Currently, he teaches classes in the MBA, EMBA and Commerce programs at the Rotman School of Management and the Ted Rogers School of Management.

Mark Feigenbaum, CPA, CA, specializes in cross border legal and tax issues facing individuals primarily in the sports, music and entertainment industry and businesses in all industries expanding into the U.S., individuals moving to the U.S. and U.S. citizens who live in Canada. He also has expertise in the U.S. estate, gift, generation skipping and trust taxation and represents clients in immigration petitions, naturalizations and renunciations and other legal matters including U.S. corporate, employment, and tax litigation before the I.R.S. and the U.S. Courts. Mark is a U.S. attorney and a U.S. Certified Public Accountant.

Alex Fisher, CPA, CA, is a Principal with the Chartered Professional Accountants of Canada and is dedicated to helping Canadian practitioners and members in industry understand and apply International Financial Reporting Standards (IFRS). Currently, Alex is working closely with the Mining Industry Task Force on IFRS, Oil and Gas Industry Task Force on IFRS, Investment Funds Standing Committee, and the Small Company Advisory Group, to develop practical, understandable, and timely guidance on various IFRS application issues. Alex is also a part-time instructor at the Schulich School of Business, York University, teaching undergraduate and graduate courses.



John Granelli, CPA, CA, is an experienced tax advisory professional for owner-managed businesses. John is a frequent presenter of seminars on income tax and sales tax matters for several provincial institutes and CPA Canada. John has also presented papers at the Canadian Tax Foundation annual and prairie conferences. John was a sessional lecturer on income tax at the University of Manitoba for several years.

Bonnie Gross is president of SpeechScience International, a company devoted to helping individuals become dynamic, influential speakers through training in speaking, voice and communication skills. By combining speech pathology techniques, computer-based biofeedback tools, and radio and television expertise, permanent and outstanding results can be created. Bonnie specializes in empowering her clients to realize their full potential in their speech and presentation skills.

Terry Hainsworth is a senior lawyer in the London law firm Harrison Pensa LLP. Over the years he has taught at the University of Western Ontario’s law school and the Ontario Bar Admission course. He is a frequent lecturer at continuing education programs for the Canadian Bar Association and the Law Society of Upper Canada. He is the author of several textbooks on family law widely used by family law lawyers throughout Canada. Terry continues to practice law and is a family law mediator and arbitrator.

Stuart Hartley, FCPA, FCA, is the founder and managing partner of FocusROI Inc., a specialized consulting firm dedicated to helping accounting and assurance professionals understand and implement the ever changing professional standards. Services include quality control monitoring, online and customized training courses, writing of technical manuals and online practice management tools. Stuart has extensive experience as a senior audit partner with BDO and was a member of CPA Canada’s Auditing Standards Committee. Stuart has authored many professional manuals, articles and guidebooks, including CPA Canada’s Canadian Professional Engagement Manual.

Dale Hill, CPA, CMA is a partner in Gowlings’ Ottawa office and is the national leader of the Gowlings Transfer Pricing and Competent Authority team. Dale helps organizations optimize their global tax position and reduce exposure to unfavourable audit assessments through tax planning and implementation strategies. Dale’s specialty is audit defense and dispute resolution, where he has been instrumental in preventing various tax authorities, in North America Europe and Asia from raising costly transfer pricing adjustments and penalties on large multinational companies. Prior to joining Growlings, Dale worked for the CRA for 16 years in international transfer pricing and tax avoidance.

Samantha Kerr Hurwitz, CPA, CMA, is a leadership consultant, trainer and writer. She works with organizations all over North America to enhance creativity and innovation, build better partnerships and strengthen leadership. Samantha is a co-founder and CEO of FliPskills. Along with her partner, she has co-developed the Generative Partnership® Model: a blueprint for peak performance and collaborative leadership, partnerships and workplaces. Samantha is a certified human resources professional (CHRP) and CPA with extensive executive experience leading multi-million dollar projects and large functional units in finance, accounting, IT, operations and human resources.

Vijay Jog is the Founder and President of Corporate Renaissance Group (CRG), a global firm that specializes in improving enterprise performance through innovative solution. His areas of expertise covers value based management, executive compensation, ABC/ABM and designing enterprise performance platforms. He is also a Chancellor Professor at Carleton University where he teaches corporate finance and value based management at the Sprott School of Business. Vijay holds a Ph.D.

K2 Enterprises Canada and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. K2 Enterprises Canada offers seminars on Excel, Word, PowerPoint, Outlook and Access. In addition our PD seminars include internal controls, cloud computing, tech tools to prevent fraud, Adobe PDF and overviews of current technology for accountants.

Manu Kakkar, has more than twelve years of experience in domestic, international, personal and corporate taxation, running his independent tax practice. Serving a diverse client base across Canada and the United States, Manu has worked with various industries. An award winning tax writer, Manu holds an Honours Bachelors of Science in immunology from McGill, a Master’s degree in taxation from the University of Waterloo and is a trust estate practitioner (TEP).

Shawn Kelso, CPA, CA, is a graduate of the University of Ottawa and is the Director of Professional Standards at Welch LLP. In his current role, he is responsible for the firm’s ongoing development and monitoring of quality controls as well as for the co-ordination and delivery of the firm’s professional development program. In addition to his public accounting experience, Shawn has several years of experience in industry.



Brett Knowles has established a global reputation for his work in the performance measurement and management area over the last 25 years. Brett founded the first balanced scorecard application and has created a number of innovative scorecard implementation methodologies which have been licensed by consulting and software organizations. To date, Brett and his organization have completed more than 2,000 scorecard projects around the world. His clients include Nike, State Farm Insurance, the I.RS., Ontario Ministry of Finance and Meridan Client Union, to name a few.

Cindy Kottoor, CPA, CA, is President of Neverest Inc. Neverest provides training, consulting and quality assurance services in the areas of audit, accounting and risk management. Cindy works with public accounting firms to design multi-year, tailored, professional development plans to improve individual and team job performance. With a focus on improving effectiveness and efficiency, She also performs efficiency and effectiveness file reviews and provides monitoring services to her clients. In 2011, Cindy received the CPA Ontario Award of Distinction and was identified as a “Super CA” by CA Magazine.

Richard Leblanc is a tenured, award-winning teacher, researcher, consultant, lawyer and a specialist on corporate governance. A former recipient of Canada’s Top 40 Under 40 award, Richard’s research and expertise on effective corporate governance has been sought out by governments, regulators, industry and shareholder associations. A professor at York University, Richard also writes his blog, Governance Gateway, and has served as an external advisor to various boards of directors.

Shari Mann, CPA, CA, is currently an educational consultant providing education and training services to both professional accountants and accounting students. She is also a lecturer at the University of Waterloo. Shari was the professional practice director for a national firm with responsibilities for staff training, standards and quality control. She is the author of The Guide to Review and Compilation Engagements (Carswell) and Compilation Engagements: A Guide (Carswell) and co-author of Preparing Financial Statements (Carswell). She also develops material for and is a seminar leader for CPA Ontario’s professional development.

Sheree Mann, CPA, CA, is a Managing Director with Froese Forensic Partners Limited, an investigative and forensic accounting firm. Sheree has over twenty years of experience in investigative and forensic accounting and quantifying economic losses. Sheree provides services in relation to civil and criminal fraud and financial investigations, and loss quantification matters related to commercial disputes, expropriation matters, shareholder disputes, family law matters, labour and personal injury matters. . She is currently the President of the Association of Certified Forensic Investigators of Canada and holds the chartered business valuator and certified forensic interviewer designations.

Joe Marchello, CPA, CA, is the Vice-President of Finance for Edenshaw Developments and has been in the real estate industry since 1998. After earning his designation, he worked for nine successful years at Tridel, holding positions in wealth management and manufacturing. He then returned to real estate development and spent time working for Condor Properties and CountryWide Homes. Joe has completed the Canadian Securities Course, and is a member of the teaching faculty of CPA Ontario. Joe also holds the certified financial planner designation.

Keith Martin, CPA, CA, is the founder of H•M Advisors Inc., a business advisory practice focusing on providing critical business planning and development for entrepreneurs. He has experience as Chief Financial Officer and Chief Operating Officer of a large, privately held industrial commercial investment contracting firm, where his time and efforts were equally focused on all aspects of the business, including human resources, strategic planning and operations.

Paul Mascarenhas is the Preident of Avancer Learning Inc., a Toronto based consulting and training corporation that delivers creative computing workshops for leading Canadian corporations, professional bodies and departments in the Federal Government. Paul is a specialist in strategic communications and is an experienced facilitator in IT, strategic planning and communications. He has extensive experience working with large corporate clients in marketing services, business strategy, administration and data analysis.



Chi Ho Ng, CPA, CA, is a principal with CPA Canada in Auditing and Assurance Standards. In this role, Chi Ho is responsible for identifying complex auditing and assurance issues, recommending solutions and drafting new and revised auditing and assurance standards. In addition, Chi Ho speaks frequently on accounting and auditing matters and has written many articles in the industry publications. Chi Ho has formerly taught advanced accounting and auditing courses at the University of Ontario Institute of Technology and York University. Chi Ho also holds a CPA designation from Illinois.

Massood Oroomchi is a founding member of FinEx Group, a fellow of the Institute of Chartered Accountants of England and Wales, and a past-member of the Accounting Standards Oversight Council of CPA Canada. He specializes in design and implementation of internal control environments, best practices for corporate governance, enterprise-wide risk assessment, and finance process optimization including accelerated close and spreadsheet controls.

Jim C. Otar, is an expert in retirement income planning and delivers workshops on advanced retirement planning to advisors and financial professionals across Canada. After spending several years in engineering and investing for himself, he started his financial planning career in 1995. Jim is the author of several books including, Unveiling the Retirement Myth – Advanced Retirement Planning Based on Market History. Jim holds the certified financial planner (CFP) and the chartered market technician designations. Jim completed both his bachelors and masters in engineering with the University of Toronto.

Dave Paradi has been recognized by the media and his clients as a presentation expert. He has authored seven books on effective PowerPoint presentations and he consults on high-stakes presentations including one used to brief one of President Obama’s cabinet ministers. Dave is one of two Canadians, and one of only 12 people in North America, to be recognized by Microsoft with the PowerPoint Most Valuable Professional Award for his contributions to the PowerPoint presentation community. His ideas have appeared in publications around the world.

Arun Mathur, CPA, CA, is a partner with Gerald Duthie and Co. LLP and is the Executive Director at UltimQuest Knowledge Inc. Arun has more than three decades of experience in the Not-for-Profit sector. Currently, he serves on HealthForce Ontario Marketing and Recruitment Agency Board and has served on many boards in the past including the Trillium Gift of Life Network (as Chair of the Finance and Audit Committee), York District Chartered Professional Accountants Association, and the Markham Board of Trade.

Dr. Jim Murray is CEO of a firm dedicated to helping people reach their full potential. Described by students as “a man of brilliance,” he has taught accountants since 1982 and provided his counsel to over 600 organizations. Thousands of testimonials confirm his ability to connect with the needs of accountants today. His full biography can be accessed on SmartLeaders.ca.

Sunjay Nath was a founding Vice-President of an e-learning company based in Toronto that has gone on to become a multimillion-dollar company. Prior to that position, he worked as an engineer for a distribution company in New York and has also held various other positions, including time with the Bank of Montreal. He started an international speaking business when he was 19 and has since travelled extensively and addressed, in person, well over one million people around the world since 1995.

Neverest is a leading provider of professional development training for professional accountants and auditors. All training programs are led by experienced instructors and are designed to improve performance at individual and team levels. Courses are conducted in an interactive format involving discussions, case studies, and group exercises. Since 2007, Neverest has provided training for professional institutes, corporations, the public sector and public accounting firms, in the areas of accounting and finance, risk management, internal audit, external audit and related professional soft skills.

Lionel W. Newton, FCPA, FCA, has served on the Professional Conduct Committee, Applications Committee and on the Editorial Review Board for CPA Canada. Lionel is the past Chairman of the International Network of Accountants and Auditors, a member of the Estate Planning Council of Toronto and a certified valuation analyst. He has taught for the Chartered Professional Accountants of Ontario, in Alberta and British Columbia; the Bar Admission Course of the Law Society of Upper Canada and for Osgoode Hall’s Continuing Legal Education program.



Bill Richardson is a leadership and personal brand coach. He can be counted on to candidly share his knowledge, global perspective, and objective insights about your most important asset in business today – your personal brand.

Kimberley Richardson is the president and co-founder of Imagemakers International, a leadership training and personal development company that specializes in the creation of genuine leaders. Over the past eighteen years, through leadership training seminars and executive coaching programs, she has inspired thousands of individuals to reach their full potential by being authentic and leading from a place of compassion and respect.

Jordan Rodney is president of Maximum People Performance Inc., a people development organization that partners with its clients to improve the performance of their employees. He has been quoted on leadership and best practices for human resources in the Globe and Mail, Canadian HR Reporter and Voice magazine. Jordan is also an instructor at the Schulich School of Business and George Brown College. He has a Bachelor of Laws (LLB) from the University of Western Ontario, is a member of the Ontario Bar and has a master’s degree in industrial relations from Queen’s University.

Julie Ruben Rodney is principal of Maximum People Performance Inc. Prior to launching Maximum People Performance, Julie spent ten years with MICA Consulting Partners, where she facilitated hundreds of interactive workshops, designed programs, built deep client relationships through business development, and managed projects for large scale initiatives. A graduate of the University of Western Ontario, she holds a certificate in human resource management, the certified human resources professional designation, and a master’s degree in adult education from the University of Toronto, specializing in workplace learning and change.

Kurt Rosentreter, CPA, CA, is a “Family CFO” and Senior Financial Advisor with Manulife Securities Incorporated in Toronto. Kurt is the past co-founder of the National Wealth Management Practice at one of Canada’s big four accounting firms, where he assisted to grow the practice to $2 billion of assets under management. He is a national best-selling author on wealth management and a regular contributor on money matters in the national press. Kurt is into his eleventh year as an instructor at CPA Ontario. Learn more about Kurt at www.kurtismycfo.com.

Sona Ruparelia, CPA, CA, is a graduate of the University of Waterloo. She is a Senior Manager at BDO Canada LLP in the National Accounting Standards group.

Elieen Pease has 25 years of experience teaching speed reading and many courses related to thinking and interpersonal skills in the workplace. Recently, she tapped into current brain research to write a book called Get More Power from Your Brain. With an interest in mental health in the workplace, Elieen has been certified by the Canadian Mental Health Association to teach programs in Ontario. She knows that a psychologically healthy work environment supports employee engagement, health, recruitment and retention, and productivity. Elieen holds a bachelor’s and master’s degree in education and the certified human resources profession designation.

Cindy Pinkus, LL.B, has carried on her law practice for more than 20 years. In the late 1990s, Cindy served as a faculty member and then faculty lead for the Law Society of Upper Canada. In 2002, she served as Director of Bar Admission. Since returning to private practice, Cindy has lectured with the University of Toronto and York University, as well as provided extensive communication and negotiation training across Canada. Her current law practice has an emphasis on estate planning.

Tom Pister, CPA, CA, is a tax lawyer specializing in domestic and international income taxation and estate planning with particular emphasis on tax and estate planning in the private corporation and owner and manager contexts, and the tax-effective use of corporate reorganizations. He also represents clients on a variety of tax issues involving the CRA (including tax litigation, voluntary disclosures, taxpayer relief submissions, tax audits, objections, etc.). He has taught tax courses through CPA Ontario and the Ontario Bar Admission Course and has been a tutorial leader at CPA Canada’s In-Depth Tax Course.

Douglas Plummer, CPA, CA, obtained his designation in 1979 while practising with a national accounting firm in Windsor. He completed CPA Canada’s In-Depth Tax course in 1981. Doug has practised almost exclusively in the tax field over the years, providing advice on a broad range of matters, primarily to owner-managed enterprises. He is also involved in commodity tax issues, U.S. tax matters, estate planning, dispute resolution and family law matters.

Steve Prentice is the president of the Bristall Group, a consulting firm with offices in Toronto and clients across the globe. Steve’s expertise focuses on the interaction between people and technology and he is well known for his work in time management and productivity. Steve has delivered workshops and keynotes to hundreds of well-known organizations across Canada and the U.S. and is in high demand as a personal coach and mentor. Steve lectures in management strategy for the University of Ontario Institute of Technology (UOIT) and is a senior writer on cloud technology for CloudTweaks.



Cal Sutliff is a trainer and consultant and has been leading seminars and events for CPA Ontario for the last nineteen years. Prior to that, he held senior administrative positions in business, concentrating his career in service industries. He is a writer and public speaker. As a sideline, he works with amateur athletes on the mental side of their sport (golf, tennis, figure skating, etc.) helping them perform better under pressure.

Soheil Talebi, CPA, CA, is a partner at Lipton LLP with extensive public practice experience with national firms in Canada and the United States. Soheil has experience in various sectors and industries, including real estate, technology, manufacturing and distribution, entertainment, publicly traded entities, and not-for-profit organizations, with working knowledge of U.S. GAAP and International Financial Reporting Standards. Soheil provides advisory services in such areas as due diligence and litigation support, IFRS conversions, and accounting for complex transactions. Soheil has also served as a part-time inspector with CPA Ontario.

Marquee Group is the leading Canadian provider of financial modeling training programs at financial institutions, corporations, universities and professional societies. Marquee offers specialized and interactive advanced Excel courses geared towards a wide range of business users and courses in financial modelling, valuation and analysis. For several years, Marquee has led annual training programs at numerous banks, pension funds and business schools. The firm’s partners, Tim Benson, Ian Schnoor and Jon Zelman, have led courses in Canada, the United States, the United Kingdom, Australia and Mexico, and have significant experience working in capital markets and a passion for teaching.

Peter Thomas, CPA, CA, has been an instructor for more than 15 years. He is a part-time instructor at the University of Toronto. Peter was a seminar leader at the CPA Ontario School of Accountancy for many years. Peter has also taught various professional development seminars for CPA Ontario.

David Trahair, CPA, CA, is a speaker and national bestselling author. His books include Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams, Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor, to name a few. David is known for his ability to explain the often-confusing world of personal finance in plain English. He currently operates his own public accounting firm and gives seminars on his books for CPA Ontario and across Canada.

Melanie E. Russell, CPA, CA, focuses on business valuations, litigation support and dispute analysis, financial and forensic investigations, and corporate finance and education in her current practice. Melanie has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice and in the Ontario Superior Court. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations.

Paul Sharman is founder and president of Focused Management Information Inc., a consulting and education firm facilitating change initiatives for major organizations around the world, including Volkswagen, U.S. Army, Canadian Navy, Bell Canada, Hewlett Packard, and Citibank. Over the course of his career, Paul has trained thousands of people around the world through seminars and in-house sessions. He has experience leading many accounting regulatory bodies, including a term as CEO of The Institute of Management Accountants (IMA) in Montvale, New Jersey. Paul is an associate chartered management accountant of Great Britain and a chartered global management accountant.

Garth Sheriff, CPA, CA is the founder of Sheriff Consulting which specializes in the development and delivery of accounting and foundational skill courses. Garth has also acted in various stage and film productions. He is a graduate in improvisation from Second City and a member of ACTRA. Sheriff Consulting strives to create a learning environment that is engaging, interactive and effective. Garth holds the certified internal auditor designation.

Jeffrey D. Sherman, FCPA, FCA, is chief financial officer of Atrium Mortgage Investment Corporation, and has over 20 years of experience as director and executive of several companies. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings. Jeffrey is a long time presenter and course author with CPA Ontario , and has written over twenty books including: Canadian Treasury Management, Finance and Accounting PolicyPro, and Cash Management Toolkit for Small and Medium Business.



Antonietta Vena, CPA, CA, is a graduate of the Masters of Accounting Program at the University of Wateroo. Antonietta has derived the majority of her professional experience from providing Canadian taxation services in public practice, with a focus on owner-managed businesses. She has enjoyed a variety of educational roles including Group Study Leader for CPA Canada’s In-depth Tax Program, and Adjunct Lecturer with the University of Waterloo. Antonietta is currently a sessional instructor at the Ted Rogers School of Management, Ryerson University

Glenn Ventrcek, CPA, CA, is a Partner at BDO Canada LLP and has over 18 years of experience in public accounting providing auditing, accounting and taxation services to a broad client base including owner-managed businesses, pension plans, municipalities and other not-for-profit sector clients. Glenn has also worked for BDO Australia as an audit manager servicing various not-for-profit, winery and public company clients. Glenn has instructed courses at Ryerson University for individuals obtaining their certified employee benefit specialist designation and is an active board member of a national charity.

Amanda Wallace, CPA, CA, CGA, works as a consultant focusing on accounting and auditing curriculum. She delivers training seminars, develops accounting and auditing courses and teaches college and university courses. Amanda has completed her master’s degree in business administration from Laurentian University and holds a certificate in adult education which she uses to provide participants with an interactive learning experience.

Lori Wilson is a dynamic communicator who helps her clients maximize their personal and professional effectiveness to achieve lasting change. Lori draws on her experience as a senior leader in human resources, leadership, career development and employee satisfaction to help people change through self-awareness, conscious choice and intended action. As a facilitator, she is known for connecting with her audience and turning concepts into real and practical workplace solutions. She is certified in Emotional Intelligence and Birkman Method assessments.



The 10-80-10 Principle – Unlocking Dynamic Performance 18

The Art of Making Good Inquiries 56

The Art of Negotiating…with Anyone 18

The Creative Accountant 20

Accelerate and Optimize Financial Close and Spreadsheet Controls 31

Accounting, Auditing and Professional Practice Update 31

Accounting, Auditing and Professional Practice Update (live broadcast) 76

Advanced Charts and Dashboards with Excel 45

Advanced Excel 45

Advanced Excel for Planning and Accounting 46

Advanced Excel Immersion (Two Days) 46

Advanced Financial Statement Anaylsis 31

ASPE - Disclosure & Presentation – From Standards to Words 32

ASPE in the Construction Industry 32

ASPE in the Real Estate Industry 32

Auditing Refresher 56

Automating Microsoft Excel with VBA 46

Becoming…What You Really Want to Be 18

Building a Financial Model (of a Company) 47

Building High Performance Teams 18

Business Intelligence Using Excel 47

Business Valuations – Introduction 60

Cash Cows, Pigs and Jackpots – The Simplest Personal Finance Strategy Ever 71

Catching Up – Five Years of Income Tax Developments 62

CFO’s Role to the Board of Directors 36

Clinic on Supervision – Getting Grounded as a Supervisor 19

Cloud Computing 47

Commercial Real Estate for Corporate Strategy & Professional Accountants 36

Commercial Real Estate for Corporate Strategy & Professional Accountants(live broadcast) 76

Communicating Up, Down and Across 19

Compilation Engagements 56

Compilation Engagements (live broadcast) 77

Conflict - Changing Viewpoints & Influencing Behaviour 19

Conflict Resolution Skills for Business Professionals 19

INDEX



Corporate Governance 36

Corporate Treasury Management 60

COSO Undone – Transitioning to the New COSO 36

Costing and Profitability Management 41

Creating a Financial Plan 71

Crushing Debt – Why Canadians Should Drop Everything and Pay Off Debt 71

Dealing with Difficult Behaviours and Challenging Situations Involving Colleagues and Customers 20

Death and Taxes 62

Designing Your Retirement Income 72

Due Diligence for Acquisitions 60

Due Diligence for Acquisitions (live broadcast) 77

Dynamic Communication – Thinking on Your Feet 20

Effectively Managing Challenging Employees 20

Efficient & Effective Review of Working Paper Files - Audit, Review & Compilation 57

Employment Law for Non-HR Professionals – What You Need to Know 37

Engage for Performance 21

Enough Bull – How to Retire Well Without the Stock Market, Mutual Funds or even an Investment Advisor 72

Enterprise Dashboards 41

Enterprise Risk Management 37

Enterprise Risk Management (live broadcast) 77

Essential Topics for Controllers 21

Essential Topics for Controllers (live broadcast) 78

Excel Boot Camp 48

Excel for Management and Financial Anaylsis 48

Excel VBA - Focus on Charts & Visualizations 48

Executive Presence – The Key to Creating Genuine Relationships 21

Executive Speech Coaching for Internationally Educated Professionals 22

Family Business – The Essentials for the Trusted Advisor 37

Family Law and the Income Tax Act 62

Financial Management in the Construction Industry 41

Financial Statement Analysis 33

Financing Strategies 60

Focus on Functions and Formulas 49

Forecasting Your Cash Position 41

Foundational Skills for New CPAs & CPA Students in the CPA Program 22

Fraud Happens! What To Do When You Suspect Fraud 38



General Practitioners “Need to Know” 62

Get More Power from Your Brain 22

Getting a Grip on RDTOH, CDA & Other Tax Accounts 63

High Risk Areas of Tax 63

How to Delegate Effectively 23

How to Implement BPA – The Bridge Between Operations & Effective Performance 42

How to Present Financial Data Efficiently using PowerPoint 49

How to Successfully Deal with Difficult People 23

HST/GST & Real Property 63

HST/GST Issues for the Not-for-Profit Sector 64

HST/GST Refresher 64

Human Resources for Financial Professionals – Steering the Organization Away from Trouble 38

Idealize and Capitalize on Lean Innovation 23

IFRS – Resource Exploration and Mining Industry 33

IFRS – Resource Exploration and Mining Industry (live broadcast) 78

IFRS – Revenue Recognition Standard (IFRS 15) (New) 33

IFRS: What Your CFO Wants You to Know 42

Implementing Winning KPIs 42

Improve Your Productivity – Become An Effective Speed Reader 24

Improving Financial Performance for Controllers and CFOs 42

Improving Governance in the Not-for-Profit Sector 38

Income Tax Planning Refresher – Corporate 65

Income Tax Planning Refresher – Personal 65

Income Taxation of Portfolio Investments for Individuals 65

Income Taxation of Portfolio Investments for Individuals (live broadcast) 78

Influence Skills for Business Professionals 24

Infographics and Strategic Dashboards 49

Intermediate Excel 50

Introduction to Microsoft Access for Financial Professionals 50

Introduction to SQL for Financial Professionals 51

Investing in Stocks, ETFs and Mutual Funds – Beginner’s Tools for Better Investing 73

iPad – An Effective Business Tool 51

The Leadership Suite: Building Teams 25

The Leadership Suite: Story Maker™ 25

The Leadership Suite: The Adaptable Manager™ 25

The Leadership Suite: The Change Leader™ 25



The Leadership Suite: The Coaching Leader™ 25

The Leadership Suite: The Problem-Solving Manager™ 25

Leading for Success: Developing Teams to Optimize 24

Manage Your Balance Sheet & Budget Constraints 43

Management Accounting Refresher 43

Managing Financial Data with Excel – Part One 51

Managing Financial Data with Excel – Part Two 52

Managing Transfer Pricing 66

Memory Techniques 26

Merger Modeling 52

Microsoft Access for Accountants 53

Negotiation Skills: You Don’t Get What You Deserve, You Get What You Negotiate! 26

Negotiating with Impact 26

Not-For-Profit Organizations – Financial Statements & Note Disclosure 34

Not-For-Profit Organizations – Registered Charities – Accounting, Auditing and Taxation Issues 34

Ontario Family Law for Accountants 66

Operational Excellence: Increasing the Velocity 38

Paperless Office 53

Personal Investing 73

Personal Investing (live broadcast) 79

Powerful Financial Analysis 43

Powerful Presentations 27

The Power of People Skills – Enhancing Your Most Underrated Asset 26

Professional Corporations 39

Professional Practice – What Can Go Wrong and How to Avoid it 57

Purchase & Sale of a Business – Income Tax Issues 67

Responsibilities of an Executor 67

Review Engagements 58

Securing Your Data – Practical Tools for Protecting Information (New) 53

Securing Your Data – Practical Tools for Protecting Information (live broadcast) 79

Smoke and Mirrors – Financial Myths that will Ruin Your Retirement Dreams 74

Speed Reading – “Read Twice as Fast, Retain More” 27

Stop the Insanity! Radical ideas for Unpredictable Times 39

Strategy Based Analytics 43

Stress Buster – The Art of Coping with Stress 28

Tech Tools and Gadgets for a More Efficient You! (New) 54



Techniques for Establishing Control Over Your Work, Life and Career 28

Technology for CPAs – Don’t Get Left Behind 54

Technology for CPAs – Don’t Get Left Behind (live broadcast) 79

The Top 10 Essential Professional Skills 29

Thinking Beyond the Box – Part One 28

Thinking Beyond the Box – Part Two 28

Time Management Strategies 29

Time Management Strategies (live broadcast) 80

U.S. Real Estate – Personal Investment: Canadian & U.S. Tax Implications 69

U.S. Taxation of Individuals – Advanced 69

U.S. Taxation of Individuals – Basic 69

Unveiling the Retirement Myth 74



CHARTERED PROFESSIONAL ACCOUNTANTS OF ONTARIO69 BLOOR STREET EAST TORONTO ON M4W 1B3

TEL: 416 969.4321 TOLL FREE: 1 800 387 0735, EXT: 4321

cpaontario.ca/PD

http://www.cpaontario.ca/PD

cpa ontario 2015 spring/summer professional development catalogue

Documents