Events

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

CAS 315, Identifying and Assessing the Risks of Material Misstatement has been significantly revised, reorganized, and enhanced to require a more robust risk identification and assessment to promote improved responses to identified risks. The revised standard introduces new concepts and definitions, enhancements and clarifications to help the auditor apply the audit risk model, and strengthened documentation requirements relating to the exercise of professional skepticism, among other things. It is important to understand the changes to the standard and how these changes will impact audit engagements. This course is for everyone! Auditors, Board Members and those interested in keeping informed in revisions to the auditing process.

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

NOTE: Please note that this course is open for registrations but will not be available until October 26th.

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

The reasons to work ethically are obvious: your professional designation depends on it; it is crucial to your reputation and long term career success; cleaning up from ethical lapses is incredibly harsh and expensive; it is a valuable principle in its own right; and it makes your organization, industry and country better places to live and work.

The great challenge is how to ensure you are always working ethically even when you are charting new territory, pushing the boundaries, and innovating; and how to ensure you are being ethical in our complex and ever changing world.

This hands-on, participatory workshop will guide you through a few classic ethical frameworks and supply you with practical tools and techniques you can use to be ethical and maintain high standards of ethics on your team.

The reasons to work ethically are obvious: your professional designation depends on it; it is crucial to your reputation and long term career success; cleaning up from ethical lapses is incredibly harsh and expensive; it is a valuable principle in its own right; and it makes your organization, industry and country better places to live and work.

The great challenge is how to ensure you are always working ethically even when you are charting new territory, pushing the boundaries, and innovating; and how to ensure you are being ethical in our complex and ever changing world.

This hands-on, participatory workshop will guide you through a few classic ethical frameworks and supply you with practical tools and techniques you can use to be ethical and maintain high standards of ethics on your team.

The reasons to work ethically are obvious: your professional designation depends on it; it is crucial to your reputation and long term career success; cleaning up from ethical lapses is incredibly harsh and expensive; it is a valuable principle in its own right; and it makes your organization, industry and country better places to live and work.

The great challenge is how to ensure you are always working ethically even when you are charting new territory, pushing the boundaries, and innovating; and how to ensure you are being ethical in our complex and ever changing world.

This hands-on, participatory workshop will guide you through a few classic ethical frameworks and supply you with practical tools and techniques you can use to be ethical and maintain high standards of ethics on your team.

The reasons to work ethically are obvious: your professional designation depends on it; it is crucial to your reputation and long term career success; cleaning up from ethical lapses is incredibly harsh and expensive; it is a valuable principle in its own right; and it makes your organization, industry and country better places to live and work.

The great challenge is how to ensure you are always working ethically even when you are charting new territory, pushing the boundaries, and innovating; and how to ensure you are being ethical in our complex and ever changing world.

This hands-on, participatory workshop will guide you through a few classic ethical frameworks and supply you with practical tools and techniques you can use to be ethical and maintain high standards of ethics on your team.

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

Adherence to the CPA Code of Professional Conduct goes beyond a professional obligation: it constitutes a source of pride, value, and competitive distinction. While stakeholders rely on an accountant’s judgment and guidance, ethical dilemmas can create challenges in determining ways in which to implement the best course of action, especially in times of rapid change and uncertainty. This seminar helps participants to develop skills for dealing with ethical dilemmas and using appropriate decision making in their workplaces, to help organizations navigate opportunities and challenges.

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

Adherence to the CPA Code of Professional Conduct goes beyond a professional obligation: it constitutes a source of pride, value, and competitive distinction. While stakeholders rely on an accountant’s judgment and guidance, ethical dilemmas can create challenges in determining ways in which to implement the best course of action, especially in times of rapid change and uncertainty. This seminar helps participants to develop skills for dealing with ethical dilemmas and using appropriate decision making in their workplaces, to help organizations navigate opportunities and challenges.

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

Adherence to the CPA Code of Professional Conduct goes beyond a professional obligation: it constitutes a source of pride, value, and competitive distinction. While stakeholders rely on an accountant’s judgment and guidance, ethical dilemmas can create challenges in determining ways in which to implement the best course of action, especially in times of rapid change and uncertainty. This seminar helps participants to develop skills for dealing with ethical dilemmas and using appropriate decision making in their workplaces, to help organizations navigate opportunities and challenges.

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

Adherence to the CPA Code of Professional Conduct goes beyond a professional obligation: it constitutes a source of pride, value, and competitive distinction. While stakeholders rely on an accountant’s judgment and guidance, ethical dilemmas can create challenges in determining ways in which to implement the best course of action, especially in times of rapid change and uncertainty. This seminar helps participants to develop skills for dealing with ethical dilemmas and using appropriate decision making in their workplaces, to help organizations navigate opportunities and challenges.

Performance Transformation is the first part of the CFO Certificate Program which is designed for aspiring, new and experienced CFOs.

During these times of unprecedented change in digital technologies and globalization of businesses, it is all the more important for organizations to operate at peak levels of performance to succeed. Participants will explore the technical, ethical and interpersonal skills they need to master and sustain change, and help their organizations stay agile and more easily adapt to change.

This program fosters a high energy, interactive learning environment. Activities consist of a combination of cases, exercises, tool kits, lively discussions, as well as networking and sharing experiences. Your active participation will be required throughout the program. Come prepared for a unique experience that will move you towards realizing your full CFO potential. Allow us to guide you on your journey.

The Visionary Leader is the second part of the CFO Certificate Program which Is designed for aspiring, new and experienced CFOs.

Visionary leaders successfully inspire their teams to achieve common, overarching goals. They leverage their teams’ capabilities to deliver innovative insights, while keeping their organizations’ long-term sustainability in mind. To tackle their organizations’ toughest challenges, today’s CFOs must be forward-thinking, flexible, and adaptive to change. This program will help aspiring, new, and experienced CFOs develop a practical set of skills for driving strategy and nurturing creativity and innovation among their team members. Participants will become more pro-active members of their executive teams, further contributing to their organizations’ performance.

Use a risk management framework to identify, assess, and monitor risk.

Many accounting and finance professionals are responsible for contemplating and balancing risk while keeping the organization’s performance goals in mind. This CPA Ontario certificate program is designed to help you react to evolving business objectives and define your role in identifying and dealing with risk. There will be specific exercises that focus on COVID-19 through a risk lens.

By establishing an enterprise risk management framework or improving on an existing one, a business can thrive, create value, and achieve a competitive advantage.

The Certificate in Master Controllership is a five day best-practice learning program that seamlessly interweaves soft skills with vital, functional technical skills that will prepare participants to meet the many challenges that controllers and directors of finance face.

Upon completion, participants will have proven methods and techniques they can use in everyday workplace situations and challenges of dealing with complexity and uncertainty.

This newly revised course has shifted online into six half day live, instructor-led sessions. Each week has its own registration page should you only wish to attend a certain week.

This best-practice learning program that seamlessly interweaves soft skills with vital, functional technical skills that will prepare participants to meet the many challenges that controllers and directors of finance face.

Upon completion, participants will have proven methods and techniques they can use in everyday workplace situations and challenges of dealing with complexity and uncertainty.

Practice principled decision-making in the face of ethically challenging situations.

This comprehensive CPA Ontario course provides the context and tools when considering business ethics in workplace dilemmas. You will examine the impact of ethical behaviour on your company’s bottom line and its stakeholders. Assess tough ethical issues that employees at all levels of an organization may face in fulfilling their duties.

Review the CPA Code of Conduct and how to stay onside.

This CPA Ontario seminar will cover the basics of ethics for accountants. The seminar will include a review of the oversight and disciplinary process, the Code of Conduct for CPA Ontario and the standard of behaviour expected of a professional accountant.

The course will explore the top broken Code of Conduct rules in Ontario since 1987. Participants will examine Ontario disciplinary cases in detail, including the sanctions imposed in each case. The oversight and disciplinary process, and Code of Conduct for CPA British Columbia and Alberta will also be addressed.

NOTE: No updates or changes were made to the 2022 version of this course. If you completed the course in 2021, please be advised the 2022 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.

Building on the concepts taught in Business Valuations - Fundamentals, this seminar gives participants a more detailed insight into some of the more complex issues associated with business valuations.

This seminar dissects the basic approaches from Business Valuations – Fundamentals, so that practitioners can recognize the limitations of various valuation approaches, and provides information that will allow professionals to conduct supplementary analysis for a more robust conclusion of value.

. Practical application of the concepts is provided by utilizing a detailed case study that extends into each module.

This program has been developed in partnership with HRPA.

As business and work environments change, the lines between different functions continue to blur. To remain a strong asset to your business, it is important to cultivate a broad range of value-added transferable skills. Today, the most coveted business leaders are those with an agile base of cross-disciplinary knowledge and abilities.

CPAs and finance and accounting professionals can boost their career trajectory by cultivating their abilities to look beyond the numbers. Taking a big-picture approach and gaining a deeper understanding of the “people” side of the business is an invaluable asset in the current business climate. Participants will leverage critical knowledge of the HR function to increase collaboration and cross-functionality within their organizations and lead their businesses (and careers) to new heights.

Huronia CPA Ontario Association Presents: Huronia PD Day

Topics that will be covered

• Understanding the perils and pitfalls of transfers of money between parents and children from a family law context. New reporting requirements for trusts and related exemptions. Tax issues impacting non-residents purchasing property in Ontario. Ownership impacts to real estate ownership.
• General updates regarding taxes in Ontario
• Discussion on ethics, real world ethical dilemmas and related case studies
• NFP organization mergers, compilation standards, preferred share accounting, and audit standard updates

Are you questioning whether your investment advisor is doing a good job for you? Maybe you’ve started to look at the new disclosures on your investment statements and have discovered your rate of return isn’t as high as you’d hoped, and oh my goodness, the fees you’re being charged!

This course will start out by explaining the basic types of investments including guaranteed investment certificates (GICs), stocks, mutual funds and exchange-traded funds (ETFs). It will then expose why mutual funds don’t work including how to calculate the management expense ratio (MER), how the punitive fees hurt you and finally how to get out of them. It will then show you the much better alternatives to using mutual funds and the people who sell them:

This is a re-introduction (or maybe even an initial introduction) aimed at managers, staff accountants, controllers, public practitioners, and any other individuals interested in what internal auditors do and how they contribute to their organization. The seminar covers the concepts of internal auditing, including definitions and standards, and the roles and responsibilities of practitioners in the field. The attendees will be able to communicate effectively with the IA department, including setting up projects and understanding outcomes.

SCHEDULE

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

This course is based on David Trahair’s national bestselling book Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor.

In this course you’ll discover The Antidote: A simple six-point plan for financial freedom. It will include a detailed analysis of why the stock market is a very risky place to be. You’ll discover how well the stock market has done versus the risk-free benchmark of GICs going back 50 years in Canada and 30 years in the US. Find out who wins … and by how much.

In a nutshell it will give you all the tools, information and confidence to take back control of your investments and finally start making some serious money.

This course is based on David Trahair’s national bestselling book Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor.

In this course you’ll discover The Antidote: A simple six-point plan for financial freedom. It will include a detailed analysis of why the stock market is a very risky place to be. You’ll discover how well the stock market has done versus the risk-free benchmark of GICs going back 50 years in Canada and 30 years in the US. Find out who wins … and by how much.

In a nutshell it will give you all the tools, information and confidence to take back control of your investments and finally start making some serious money.

A common challenge in business is the perception that the financial close process is lengthy, inefficient and cumbersome. Finding additional time saving 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 focus on Spreadsheet Controls, which make the whole process of using spreadsheets more effective and efficient and show how to redesign and enhance spreadsheets to reduce the likelihood of error and facilitate the use of spreadsheets as analytical tools.

A common challenge in business is the perception that the financial close process is lengthy, inefficient and cumbersome. Finding additional time saving 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 focus on Spreadsheet Controls, which make the whole process of using spreadsheets more effective and efficient and show how to redesign and enhance spreadsheets to reduce the likelihood of error and facilitate the use of spreadsheets as analytical tools.

When learning on-the-job, Excel users understandably develop familiarity with those features that impact their output and jobs. This condensed High-intensity workshop is designed to give such users a good grounding in a broad range of features and techniques that includes productivity techniques in data management, getting familiar with the various aspects of data analysis and formula building, troubleshooting data errors, conditionality and lookups, tapping into the power tools like Pivot Tables and other productivity tools. Participants will work hands-on along with the facilitator on a practice data-file with supplied examples.

Learn database skills to help organize, customize, and interpret your data. This CPA Ontario course includes eight, beginner-level, mini courses that cover the basic structure and key elements of Access 2019. This course will enable you to save time by learning how to find and use the information you need most within Access, the database application in the Microsoft Office 2019 suite. Learn how to format and analyze your data, and create useful reports for your business needs.

Learn how to buy or sell an accounting practice.

This CPA Ontario course is for CPAs who are looking to buy or sell an accounting practice. The seminar is designed to guide participants through the entire process of practice transition. Buyers will learn key markers of a successful practice, concerns of the seller and how to smoothly transition into the new role. Sellers will learn about developing transition plans, pitching their practice and purchase agreements.

Learn how to buy or sell an accounting practice.

This CPA Ontario course is for CPAs who are looking to buy or sell an accounting practice. The seminar is designed to guide participants through the entire process of practice transition. Buyers will learn key markers of a successful practice, concerns of the seller and how to smoothly transition into the new role. Sellers will learn about developing transition plans, pitching their practice and purchase agreements.

In a changing business environment, managers have to face a lot of new responsibilities. Coaching as a management style has shown itself to be an effective way of enhancing the performance of all those who are exposed to it (managers, teams and individual staff members). Coaching makes it possible to create a less stressful environment for teams, to foster effective teamwork and to support change. But how do you reconcile coaching and management? What skills do you need to acquire in order to build coaching into your management methods?