Events

1 to 25 of 622 events

Certificate and Executive Programs

Certificate in Intelligent Leadership

2022

SEP

29

SEP 29 - Dec 15, 2022

9:00 AM - 5:00 PM

10 PD Hours

0 Ethics Hours

Status: Registration open until Sep 21, 2022

Location: Online

Early-bird pricing until Aug 29, 2022

$1199.00 Member

$1199.00 Student

$1499.00 Public

Certificate and Executive Programs

Certificate in Corporate Finance

Broaden your corporate finance knowledge and add value to your organization.

The CPA Ontario Certificate in Corporate Finance program will provide aspiring and experienced CFOs with an opportunity to develop a deeper understanding of key corporate finance subject areas in a focused setting. This intensive hands-on course includes group work, case studies, and practical exercises where participants will broaden their knowledge and skills in the corporate finance area. With increased awareness, the program will help you to see opportunities where you can become more involved in your organization’s financial transactions, strategy and structures.

2022

AUG

23

2022

OCT

12

AUG 23 - Aug 25, 2022

9:00 AM - 5:00 PM

21 PD Hours

0 Ethics Hours

Status: Registration open until Aug 15, 2022

Location: Online

$2195.00 Member

$2195.00 Student

$2525.00 Public

Certificate and Executive Programs

Certificate in Human Resources for Accounting Professionals

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.

2022

OCT

12

2023

MAR

21

OCT 12 - Oct 13, 2022

8:00 AM - 4:00 PM

12 PD Hours

1 Ethics Hour

Status: Registration open until Oct 04, 2022

Location: Online

$1534.50 Member

$1534.50 Student

$1754.50 Public

Associations and Networking

Economic Update with Kim Moody, FCPA, FCAOn behalf of the Toronto South CPA Association please join us for an Economic Update with Kim Moody, FCPA, FCA. The evening will present an economic update from both Canadian and Global perspectives. Kim Moody, FCPA, FCA will assess where the economy is headed with inflation and growth, and explain the implications for financial markets and the accounting profession. He will also explore the risks to Canada from geopolitical uncertainty from current world issues.

2022

SEP

22

Sep 22, 2022

7:00 PM - 9:00 PM

2 PD Hours

0 Ethics Hours

Status: Registration open until Sep 19, 2022

Location: National Club

$20.00 Member

$20.00 Student

$20.00 Public

Certificate and Executive Programs

The CFO Program: Performance Transformation

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.

2022

NOV

06

NOV 06 - Nov 09, 2022

5:00 PM - 4:00 PM

37 PD Hours

0 Ethics Hours

Status: Registration open until Oct 23, 2022

Location: White Oaks Resort & Conference Centre, Niagara On The Lake

$5495.00 Member

$5495.00 Student

$6595.00 Public

Certificate and Executive Programs

The CFO Program: The Visionary Leader

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.

2022

NOV

20

NOV 20 - Nov 23, 2022

4:00 PM - 4:00 PM

37.67 PD Hours

0 Ethics Hours

Status: Registration open until Nov 06, 2022

Location: White Oaks Conference Resort & Spa, Niagara On The Lake

$5495.00 Member

$5495.00 Student

$6595.00 Public

Associations and Networking

“The World Is Flat” - What Does it Mean to Accountants?The Halton-Peel CPA Ontario Association presents a thought-provoking presentation on Knowledge Process Outsourcing in accounting, delivered by Vijay Visvanathan, an expert in the field. In his book “The World Is Flat”, Thomas Friedman advocates that every enterprise must look beyond their familiar territory, to leverage options available for expanding their terrains and services. Limiting your options to your known enclave may prevent you from delivering the best to your clients. Friedman suggests that, in this era of specialization, one should try to tap exclusive skills and resources available in any part of the world. Successful Accounting Firms have started maximizing the expertise available outside their firm, region and country to handle certain parts of their operational processes, such that the final delivery to the clients is efficient and economical. This results in improved customer satisfaction and faster growth. This model is popularly known as Outsourcing or Offshorin

2022

NOV

23

Nov 23, 2022

12:00 PM - 1:00 PM

1 PD Hour

0 Ethics Hours

Status: Registration open until Nov 20, 2022

Location: Online

$25.00 Member

$25.00 Student

$25.00 Public

On Demand (eLearning)

A Layman's Guide to Investing

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:

2022

JAN

02

JAN 02 - Dec 31, 2022

9:00 AM - 6:59 PM

1.5 PD Hours

0 Ethics Hours

Status: Registration open until Dec 31, 2022

Location: Online

$65.00 Personal Passport

$75.00 Organization Passport

$87.00 Member

$87.00 Student

$118.00 Public

Seminar

A Re-Introduction to Internal Audit

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.

2022

NOV

24

Nov 24, 2022

8:30 AM - 5:00 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Nov 21, 2022

Location: CPA Ontario - King, Toronto

$415.00 Personal Passport

$485.00 Organization Passport

$610.00 Member

$610.00 Student

$740.00 Public

On Demand (eLearning)

A Six Point Plan for Financial Freedom

2022

MAY

03

MAY 03 - Dec 31, 2022

8:00 AM - 6:59 PM

4 PD Hours

0 Ethics Hours

Status: Registration open until Dec 31, 2022

Location: Online

$172.00 Personal Passport

$200.00 Organization Passport

$231.00 Member

$231.00 Student

$314.00 Public

Seminar

A Six Point Plan for Financial Freedom (Formally: Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor)

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.

2022

SEP

08

Sep 08, 2022

8:30 AM - 5:00 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Sep 05, 2022

Location: CPA Ontario - King, Toronto

$415.00 Personal Passport

$485.00 Organization Passport

$610.00 Member

$610.00 Student

$740.00 Public

Seminar

Accelerate and Optimize Financial Close and Spreadsheet Controls

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.

2022

SEP

14

Sep 14, 2022

8:30 AM - 5:00 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Sep 11, 2022

Location: CPA Ontario - King, Toronto

$415.00 Personal Passport

$485.00 Organization Passport

$610.00 Member

$610.00 Student

$740.00 Public

Online Seminar

Accelerated Intermediate Excel

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.

2022

SEP

22

Sep 22, 2022

8:30 AM - 12:30 PM

3.75 PD Hours

0 Ethics Hours

Status: Registration open until Sep 19, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 Public

On Demand (eLearning)

Access 2019: Database Basics

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.

2022

JAN

02

JAN 02 - Dec 31, 2022

9:00 AM - 6:59 PM

4 PD Hours

0 Ethics Hours

Status: Registration open until Dec 31, 2022

Location: Online

$220.80 Personal Passport

$220.80 Organization Passport

$220.80 Member

$220.80 Student

$220.80 Public

Online Seminar

Accounting Practice Transition Overview

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.

2022

SEP

20

2022

OCT

18

2022

DEC

06

Sep 20, 2022

1:00 PM - 5:00 PM

4 PD Hours

0 Ethics Hours

Status: Registration open until Sep 15, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 Public

On Demand (eLearning)

Add Coaching To Your Management Style

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?

2022

JAN

02

JAN 02 - Dec 31, 2022

9:00 AM - 6:59 PM

3.5 PD Hours

0 Ethics Hours

Status: Registration open until Dec 31, 2022

Location: Online

$151.00 Personal Passport

$175.00 Organization Passport

$202.00 Member

$202.00 Student

$275.00 Public

Seminar

Advanced Charts and Dashboards

Before registering for this session, please note, it is going to be an in-person session and will be held at the Chartered Professional Accountants of Ontario office in at 130 King St. W. in Toronto. You MUST attend in person to participate, there will not be an option to join this session virtually.

Charts and dashboards have become a critical part of management reporting and analysis in the last decade. In this workshop, participants will look at various techniques that use multiple features of Excel to make powerful charts, develop advanced pictorial representations, slice and dice large datasets, build management dashboards, bring interactivity to spreadsheets, and introduce the concept of conditionality in chart displays.

You will learn about many non-standard advanced chart types used in financial reports, management dashboards, and project management reports. You will work hands-on and build a variety of charts that will bring a new standard of professionalism to your management reports, presentations and analysis.

2022

OCT

03

Oct 03, 2022

8:30 AM - 5:00 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Sep 28, 2022

Location: CPA Ontario - King, Toronto

$415.00 Personal Passport

$485.00 Organization Passport

$610.00 Member

$610.00 Student

$740.00 Public

Online Seminar

Advanced Corporate Governance

SCHEDULE

  • Wednesday, October 5, 2022, 8:30am - 12:30pm
  • Friday, October 7, 2022, 8:30am - 12:30pm
  • This course will explore key topical issues in organizational governance in depth, including shareholder accountability; the governance of risk; the strategic role of boards; the governance of executive pay; cybersecurity and social media governance; CEO and board succession planning; conduct and ethical governance; and regulatory developments impacting boards of directors and professional accountants.

    WHO WILL BENEFIT

    This is an ideal course for aspiring or veteran directors of non-profits, public or private companies, or crown corporations, or professional accountants who report to boards or wish to serve on boards in the future.

    2022

    SEP

    19

    2022

    OCT

    05

    2022

    DEC

    01

    SEP 19 - Sep 20, 2022

    8:30 AM - 12:30 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Sep 14, 2022

    Location: Online

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    On Demand (eLearning)

    Advanced Data Modeling Techniques by TDWI

    TDWI's Advanced Data Modeling Techniques course goes beyond basic data modeling concepts to explore some the more complex situation faced by data modelers today. The course reviews common architectural frameworks, higher normal forms different abstraction levels, alternative approaches for developing the business data model, complementary data models and much more.

    2022

    AUG

    04

    AUG 04 - Dec 31, 2022

    5:00 PM - 7:00 PM

    8 PD Hours

    0 Ethics Hours

    Status: Registration open until Dec 31, 2022

    Location: Online

    $344.00 Personal Passport

    $400.00 Organization Passport

    $462.00 Member

    $462.00 Student

    $628.00 Public

    Seminar

    Advanced Excel for Planning and Accounting

    This seminar is aimed at exposing participants to advanced techniques in building spreadsheets to be used in the planning and accounting process. Participants will work hands-on along with the facilitator on a practice data-file with supplied examples and learn techniques in managing and consolidating data, and in constructing powerful formulas including tier-based lookups. Participants will also work on examples that bring out the power of Pivot Tables in managing data and reports, examine techniques for representing accounting data effectively, discover tips and tricks to link data and build formulas spanning multiple sheets quickly, and many other tips and tricks to enhance output and increase productivity.

    2022

    SEP

    08

    Sep 08, 2022

    8:30 AM - 5:00 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Sep 05, 2022

    Location: CPA Ontario - King, Toronto

    $415.00 Personal Passport

    $485.00 Organization Passport

    $610.00 Member

    $610.00 Student

    $740.00 Public

    On Demand (eLearning)

    Advanced Excel Formulas

    Learn advanced formulas, functions and financial analysis to be an Excel power user. This course is designed for proficient spreadsheet users looking to take their skills to the next level.

    You will set up a template to structure an intelligent design for financial analysis. By using advanced functions, you will build financial statements and perform analysis. Once complete, you’ll create data tables and pivot tables to display information and charts and graphs to show results. To speed up analysis, you’ll record macros, and create additional user interfaces.

    2022

    JAN

    02

    JAN 02 - Dec 31, 2022

    9:00 AM - 6:59 PM

    6.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Dec 31, 2022

    Location: Online

    $280.00 Personal Passport

    $325.00 Organization Passport

    $375.00 Member

    $375.00 Student

    $510.00 Public

    On Demand (eLearning)

    Advanced Financial Modeling and Valuation

    Level up your financial modelling skills with a case study on how to value Amazon.com, Inc. (AMZN).

    In this course, you will learn how to build a detailed financial model for a public company. Video-based lessons include all the formulas and functions to calculate the detailed mechanics of Amazon’s financial model. This course also covers topics such as segmented revenue, marketable securities, accrued expenses, unearned revenue, additional paid-in capital, stock-based compensation, and more.

    2022

    JAN

    02

    JAN 02 - Dec 31, 2022

    9:00 AM - 11:59 PM

    13 PD Hours

    0 Ethics Hours

    Status: Registration open until Dec 31, 2022

    Location: Online

    $559.00 Personal Passport

    $650.00 Organization Passport

    $751.00 Member

    $751.00 Student

    $1021.00 Public

    On Demand (eLearning)

    Advanced Financial Modelling Using Excel Course Bundle

    This bundle includes two online courses:

    1. Advanced Excel Formulas (6.5 hours)

    Learn to set up a template with advanced formulas, functions to structure an intelligent design for financial analysis. Create data tables and pivot tables to display information in charts and graphs to show results. To speed up analysis, you’ll record macros, and create additional user interfaces.

    2. Advanced Financial Modelling and Valuation (13 hours)

    Level up your financial modelling skills with a case study on how to value Amazon.com, Inc. (AMZN). Using video-based lessons, learn how to build a detailed financial model for a public company. You will learn all the formulas and functions necessary to calculate the detailed mechanics of Amazon’s financial model.

    2022

    JAN

    02

    JAN 02 - Dec 31, 2022

    9:00 AM - 6:59 PM

    19.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Dec 31, 2022

    Location: Online

    $797.00 Personal Passport

    $818.00 Organization Passport

    $839.00 Member

    $839.00 Student

    $1126.00 Public

    Seminar

    Advanced Financial Statement Analysis

    Analyzing financial statements is no easy task. This seminar focuses on how to analyze financial statements, in particular the lesser known techniques which are becoming more and more important in a world with multiple reporting standards including International Financial Reporting Standards (IFRS), U.S. Generally Accepted Accounting Principles (GAAP) and Accounting Standards for Private Enterprises (ASPE).

    Participants will review the proper situations in which to use straightforward financial ratio analysis. They will also learn about adjustments that must be made to statements prior to the use of ratios so financial analysis techniques can be applied effectively, and other measures which must be taken into account, to arrive at a detailed assessment of a company’s financial health.

    2022

    SEP

    16

    2022

    DEC

    12

    Sep 16, 2022

    8:30 AM - 5:30 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Sep 13, 2022

    Location: CPA Ontario - King, Toronto

    $415.00 Personal Passport

    $485.00 Organization Passport

    $610.00 Member

    $610.00 Student

    $740.00 Public

    Online Seminar

    Advanced Googling for Accountants

    2022

    AUG

    15

    2022

    OCT

    18

    AUG 15 - Aug 16, 2022

    8:30 AM - 12:30 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration closed on Aug 10, 2022

    Location: Online

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    1 to 25 of 622 events