Events

There is high demand for forensic accountants and fraud auditors as fraud has been rapidly increasing over the last 20+ years. Fraudsters have become very sophisticated in the recent past despite the new regulations and standards implemented by government and accounting bodies.

This seminar will look at primary fraud principles and common fraud schemes that we often read in the news. The seminar will also review the three basic phases of an antifraud program: prevention, detection and response. Analysis of real fraud cases will be completed, and attendees will learn the steps to take while conducting a fraud investigation.

NOTE: TEDx speaker Morgan Hamel offers concrete strategies to help participants at all levels of organizations skillfully navigate the new era of business ethics and stakeholder polarization.

This certificate program is designed for professionals seeking proficiency in estate and trust administration, estate accounting and trust tax reporting.

This certificate program is designed for professionals seeking proficiency in estate and trust administration, estate accounting and trust tax reporting.

Rockway CC Event Series - Economic and Market Outlook

In the last three years, our world has suffered two powerful shocks: the Covid-19 pandemic, and Russia’s war in Ukraine. Following the onset of the pandemic, nations imposed strict lockdowns, sharply cutting down non essential activities that could spread the disease. Work and shopping shifted online wherever possible. Governments increased fiscal spending and central banks kept interest rates low just to keep their citizens and businesses alive. With effective mass vaccination available in 2021, the pandemic began to subside, governments were able to ease restrictions, and economies began to recover. However, Covid-19 lockdowns persisted in Chinese factories and ports for several months longer than elsewhere, prolonging the disruption to global supply chains. Russia invaded Ukraine in February 2022. The continuing war and accompanying sanctions have also disrupted global supplies of petroleum, natural gas, wheat, fertilizer, and many other heavily traded commodities. Prices were already rising worldwide because of the record fiscal deficits, loose monetary policy, and global supply chain breakdowns during the pandemic. The commodity shortages caused by the invasion of Ukraine have made things worse. Result: The highest inflation rate in four decades, worldwide.

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As data becomes more complex, and demands on analysis and reporting increase, so does the importance of strong Excel skills. 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. Reach the next level of learning by attending part two of Managing Financial Data with Excel.

Lead by example to get the best performance from your team in a supportive hybrid workspace.

Having navigated through the pandemic for months, it has become clear that new skills are required to support not only our own wellbeing and performance, but that of our employees. The richness of successful work-life integration has been tasted and is now an expectation across generations.

Investigate the mindsets, skillsets, strategies and tactics every leader needs. Explore participants’ current beliefs and what contributes to a successful leadership mindset. Digest supportive workplace culture ingredients and how to create such an environment for your team. Learn why equity is more appropriate than equality in inviting contribution. Understand the critical organization and communication skills and practices required to show up more effectively as remote leaders. The opportunity at hand is to reshape organizations for sustainable high performance.

Lead by example to get the best performance from your team in a supportive hybrid workspace.

Having navigated through the pandemic for months, it has become clear that new skills are required to support not only our own wellbeing and performance, but that of our employees. The richness of successful work-life integration has been tasted and is now an expectation across generations.

Investigate the mindsets, skillsets, strategies and tactics every leader needs. Explore participants’ current beliefs and what contributes to a successful leadership mindset. Digest supportive workplace culture ingredients and how to create such an environment for your team. Learn why equity is more appropriate than equality in inviting contribution. Understand the critical organization and communication skills and practices required to show up more effectively as remote leaders. The opportunity at hand is to reshape organizations for sustainable high performance.

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

In order for a professional practice to grow and succeed, you must be proactive about ethics. This course will help practitioners deal with actual ethical dilemmas they face, regardless of the size of the practice or the role they play within the practice. We do this by providing a step-by-step approach that will help you navigate through complex and sensitive issues that arise in any practice.

In order for a professional practice to grow and succeed, you must be proactive about ethics. This course will help practitioners deal with actual ethical dilemmas they face, regardless of the size of the practice or the role they play within the practice. We do this by providing a step-by-step approach that will help you navigate through complex and sensitive issues that arise in any practice.

NOTE: This seminar will address how CPAs can help navigate the complex landscape of sustainability reporting, and highlight opportunities where CPAs can leverage their skills to meet evolving disclosure requirements.

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This symposium will cover two key themes: ‘Behavioral Ethics for the Accountant’ and the importance of ‘Doing the Right Thing’.

This symposium will cover two key themes: ‘Behavioral Ethics for the Accountant’ and the importance of ‘Doing the Right Thing’.

This newly revised course has shifted online into two, half-day, live, instructor-led sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.

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This seminar reviews the Ontario Family Law Act and the legal, financial and taxation aspects of marriage, separation and divorce. The definitions and rules applicable to family property, the matrimonial home, child and spousal support obligations and domestic contracts are examined in some detail. 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 seminar. Two instructors, a tax partner with a national firm, and a family law lawyer, will present this informative full-day course.

SCHEDULE

This seminar reviews the Ontario Family Law Act and the legal, financial and taxation aspects of marriage, separation and divorce. The definitions and rules applicable to family property, the matrimonial home, child and spousal support obligations and domestic contracts are examined in some detail. 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 seminar. Two instructors, a tax partner with a national firm, and a family law lawyer, will present this informative full-day course.

This course covers several topics such as budgeting, saving, investing, managing debt, retirement and more.

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

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The objective of this seminar is to provide participants with a solid introduction to Part I - International Financial Reporting Standards (IFRS).

As the world transitions towards a low-carbon economy, the role of the finance sector in achieving net-zero emissions is becoming increasingly important. Decisions made today will shape the future of our planet for generations to come.

In this webinar, we will explore the perception of net-zero emissions in corporate and investment portfolios context and the reality of what it takes to achieve it. The event will highlight the significant challenges companies, asset managers, and asset owners face on delivering on their net zero goals and commitments.

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

This seminar explores the Part II – Accounting Standards for Private Enterprises (ASPE) that are applicable to the construction industry in a practical manner The seminar covers the disclosure requirements and other issues specific to construction contracts.

As the construction industry continues to become a larger part of the Canadian economy, a similar increase in the level of complexity of industry practices has been observed. This leaves practitioners with the challenge of applying the standard in this ever-changing landscape. This half-day course is designed to enable the practical application of the ASPE standard to construction entities. Emphasis will be placed on the application of revenue recognition and other accounting policies using specific scenarios and practical illustrative examples.

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

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This course has shifted online into two, half-day sessions.

Develop better habits – neurons that fire together, wire together.

Learning about your brain changes everything. Just imagine if you could work more effectively using your fantastic memory. This seminar will introduce you to the AGES model to make learning stick, and the SCARF model to improve your communications with others.

After the seminar, you should be able to concentrate fully, while resisting distractions. If you keep your brain healthy, you increase your mental resilience and get crystal clear on your priorities.

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The financial analyst of today has to be able to draw upon more than a skill in data crunching and exploit a wide gamut of analytical tools available in Excel, including those that are not traditionally seen as analytical. In this session, participants will work hands-on along with the facilitator on examples that include quick ways to check integrity and clean up imported data, analytical techniques using formulas, sensitivity analysis using what-if analysis tools and Lookups, financial functions used in capital budgeting and investment returns, pivot table reports, and other creative techniques like using advanced conditional formatting with custom rules as an analytical tool. Participants will work hands-on along with the facilitator on a practice data-file with supplied examples.

SCHEDULE

This course has shifted online into two, half-day sessions.

This session will provide an understanding of effective time management strategies and how to integrate them into their everyday work environments. We are all given the same 24 hours each day. The question is: “Are you managing those hours effectively?” Participants will gain control of their time and their life, as well as manage their stress and energy levels. Delegation is one of the most important skills that your team can develop. Learn to know which tasks to delegate, who to delegate too, how to communicate the expected results and ensure the conditions for delegation are in place thereby, boosting the productivity of teams.

This seminar provides an overview of other comprehensive income (OCI) in IAS 1, Presentation of Financial Statements and a detailed discussion of the definition and components of OCI.