Events

AGENDA AND FEATURED PRESENTERS COMING SOON

WHO WILL BENEFIT

CPAs who are looking to stay informed on ways to address ethical challenges during uncertain times.

SCHEDULE

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

• December 7, 2022, 8:30am to 12:30pm
• December 8, 2022, 8:30am to 12:30pm

Explore elements of today’s workplace environments that hinder impactful connection between generations.

In this interactive online workshop, participants will learn about the differentiating attributes of each generational cohort in today’s environment and strategies to develop effective connection. The course includes an introduction to the generativity mindset, which is the willingness to promote the well-being of younger generations.

SCHEDULE

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

• Feb 21, 2023, 8:30am to 12:30pm
• Feb 23, 2023, 8:30am to 12:30pm

Explore elements of today’s workplace environments that hinder impactful connection between generations.

In this interactive online workshop, participants will learn about the differentiating attributes of each generational cohort in today’s environment and strategies to develop effective connection. The course includes an introduction to the generativity mindset, which is the willingness to promote the well-being of younger generations.

SCHEDULE

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.

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 and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

SCHEDULE

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

One of the most terrifying situations for taxpayers involves the receipt of an audit notice. Building upon GST/HST: The Fundamentals, this seminar provides an in-depth examination of the audit process. In addition, the most common audit exposures for taxpayers are discussed in detail.

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

At some point in their lifecycle most, if not all, businesses require some type of financing. This seminar provides an in-depth review about the various forms of financing to fund capital projects or acquisitions and to restructure existing capital structures.

During this seminar, participants will gain a sense of financing processes, terms, and risks associated with multiple types of capital. The seminar will dive into the practical details of what capital providers are seeking, issues that can arise, and how companies should prepare themselves to execute a financing transaction. Through real-life examples, identifying common pitfalls, highlighting key elements and case studies, the seminar will put financial executives in a better position to seek financing and negotiate with capital providers.

Participants will also explore current and emerging issues in organizations that call for ethical leadership. The seminar emphasizes collaboration and interactivity, as participants will engage with their peers in a variety of activities, including polling questions, small-group discussions, and/or case studies

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

This seminar provides participants with a review of new and revised IFRS between July 2021 and June 2022 and an up-to-date snapshot of other projects being considered by the IASB. Topics addressed by the IFRS Discussion Group and the IFRS Interpretations Committee during the year will be identified with more in-depth coverage of specific items. Coverage of these topics provides insights into application of the standards, including insights on some judgments. Recent publications by the regulators are referenced so that participants are aware of and consider the implications of regulator communications.

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

This seminar provides participants with a review of new and revised IFRS between July 2021 and June 2022 and an up-to-date snapshot of other projects being considered by the IASB. Topics addressed by the IFRS Discussion Group and the IFRS Interpretations Committee during the year will be identified with more in-depth coverage of specific items. Coverage of these topics provides insights into application of the standards, including insights on some judgments. Recent publications by the regulators are referenced so that participants are aware of and consider the implications of regulator communications.

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

This seminar provides participants with a review of new and revised IFRS between July 2021 and June 2022 and an up-to-date snapshot of other projects being considered by the IASB. Topics addressed by the IFRS Discussion Group and the IFRS Interpretations Committee during the year will be identified with more in-depth coverage of specific items. Coverage of these topics provides insights into application of the standards, including insights on some judgments. Recent publications by the regulators are referenced so that participants are aware of and consider the implications of regulator communications.

SCHEDULE

This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants.

The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation.

This seminar is an overview of the accounting and auditing issues specific to Ontario condominium corporations. There is extensive detail included with respect to the accounting and auditing sections of the current Condominium Act of Ontario as well as references to practical examples of accounting and auditing condominium issues that are relevant to practitioners today. There will be an outline of the of the revised Condominium Act by the Government of Ontario. The discussion will also include references and review of the publication Accounting and Audit Guidelines for Ontario Condominium Corporations issued by CPA Ontario.

This seminar is an overview of the accounting and auditing issues specific to Ontario condominium corporations. There is extensive detail included with respect to the accounting and auditing sections of the current Condominium Act of Ontario as well as references to practical examples of accounting and auditing condominium issues that are relevant to practitioners today. There will be an outline of the of the revised Condominium Act by the Government of Ontario. The discussion will also include references and review of the publication Accounting and Audit Guidelines for Ontario Condominium Corporations issued by CPA Ontario.

This is the registration for Day 3&4 ONLY of the Master Controllership Program

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.

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

Auditors require continual knowledge of changing standards and practice issues. This seminar reviews recent revisions to the CPA Canada Handbook–Assurance and other practice matters that have occurred over the last year.

In addition to comparing new and revised assurance and other related service standards, this seminar provides an overview of projects in progress and other developments of interest to practitioners, including national issues that have been identified by practice advisory and/or practice inspection. This seminar focuses exclusively on changes to audit standards.

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

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

SCHEDULE

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

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

SCHEDULE

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

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

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.

One of the most terrifying situations for taxpayers involves the receipt of an audit notice. Building upon GST/HST: The Fundamentals, this seminar provides an in-depth examination of the audit process. In addition, the most common audit exposures for taxpayers are discussed in detail.

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

One of the most terrifying situations for taxpayers involves the receipt of an audit notice. Building upon GST/HST: The Fundamentals, this seminar provides an in-depth examination of the audit process. In addition, the most common audit exposures for taxpayers are discussed in detail.

During this seminar, you will receive a review of a typical Canada Revenue Agency (CRA) audit from start to finish as well as learn about the most common audit exposures that create assessments for taxpayers. This knowledge will enable you to minimize GST/HST exposures by identifying the most common compliance examples in real-life businesses. Finally, the seminar will explain ways to proactively prepare for a future audit, manage an audit, and cope with after-audit issues, including the assessment of penalties and the objection process. This information will benefit those who work with sales taxes on a daily basis.

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

SCHEDULE

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

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

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.

One of the most terrifying situations for taxpayers involves the receipt of an audit notice. Building upon GST/HST: The Fundamentals, this seminar provides an in-depth examination of the audit process. In addition, the most common audit exposures for taxpayers are discussed in detail.

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

SCHEDULE

Overview

This full-day seminar covers the tax benefits of income splitting, provides a detailed review of relevant income tax legislation, including the expanded TOSI rules, and reviews remaining opportunities to accomplish income splitting. Participants will have an opportunity to apply the tax legislation to various examples/case studies, to simulate practical real-life situations.

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

SCHEDULE

Overview

This full-day seminar covers the tax benefits of income splitting, provides a detailed review of relevant income tax legislation, including the expanded TOSI rules, and reviews remaining opportunities to accomplish income splitting. Participants will have an opportunity to apply the tax legislation to various examples/case studies, to simulate practical real-life situations.

Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.

Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.

Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

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

SCHEDULE

Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.

Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

This course provides practical guidance on evaluating and improving internal control systems in any organization. It updates CPA members on internal control standards and frameworks, and explores key topics including fraud prevention, the Sarbanes Oxley legislation, COSO, Canadian auditing standards and assertions, and practice inspection findings on internal control evaluation in Canada. CPAs will gain practical knowledge and will be able to lead on internal control issues in their organizations. The main components of Internal Control will be outlined, including Operations, Financial Reporting, and Compliance. Internal Control evaluation will be explored, as well as control activities and processes that can be put into place.

SCHEDULE

This course provides practical guidance on evaluating and improving internal control systems in any organization. It updates CPA members on internal control standards and frameworks, and explores key topics including fraud prevention, the Sarbanes Oxley legislation, COSO, Canadian auditing standards and assertions, and practice inspection findings on internal control evaluation in Canada. CPAs will gain practical knowledge and will be able to lead on internal control issues in their organizations. The main components of Internal Control will be outlined, including Operations, Financial Reporting, and Compliance. Internal Control evaluation will be explored, as well as control activities and processes that can be put into place.

Cryptocurrencies have grown tremendously since the invention of Bitcoin in 2009. The blockchain and cryptocurrency industry now boasts a market capitalization that hovers around $1 trillion USD – at one-point climbing over the $2 trillion mark – bigger than the global telecommunications industry. To put that in a Canadian context, the entire Canadian economy, the ninth largest in the world, hovers around $1.5 trillion CAD.

Participants in this seminar will learn about the origins of cryptocurrency, how it compares to money and other virtual currencies, how Bitcoin and Ethereum work, how cryptocurrency can be used in the real world, and how it may be used in the future. This seminar is also designed to be interactive and generate discussions relevant to CPAs in Canada – including discussions on tax implications, accounting treatment, anti-money laundering requirements, and where to get information to assist clients with their specific needs.

Participants will learn about:

• The origins of Bitcoin;
• Money vs cryptocurrency;
• Cryptocurrency vs virtual currency;
• Cryptocurrency mining;
• Cryptocurrency addresses;
• Cryptocurrency wallets;
• Bitcoin vs Ethereum;
• Stablecoins and their implications;
• Non-Fungible Tokens (NFTs) and their implications; and
• Accounting treatment, tax implications, anti-money laundering best practices and where important information.

Who will benefit:

Members in industry or public practise who want to expand their knowledge of cryptocurrencies.

Cryptocurrencies have grown tremendously since the invention of Bitcoin in 2009. The blockchain and cryptocurrency industry now boasts a market capitalization that hovers around $1 trillion USD – at one-point climbing over the $2 trillion mark – bigger than the global telecommunications industry. To put that in a Canadian context, the entire Canadian economy, the ninth largest in the world, hovers around $1.5 trillion CAD.

Participants in this seminar will learn about the origins of cryptocurrency, how it compares to money and other virtual currencies, how Bitcoin and Ethereum work, how cryptocurrency can be used in the real world, and how it may be used in the future. This seminar is also designed to be interactive and generate discussions relevant to CPAs in Canada – including discussions on tax implications, accounting treatment, anti-money laundering requirements, and where to get information to assist clients with their specific needs.

Participants will learn about:

• The origins of Bitcoin;
• Money vs cryptocurrency;
• Cryptocurrency vs virtual currency;
• Cryptocurrency mining;
• Cryptocurrency addresses;
• Cryptocurrency wallets;
• Bitcoin vs Ethereum;
• Stablecoins and their implications;
• Non-Fungible Tokens (NFTs) and their implications; and
• Accounting treatment, tax implications, anti-money laundering best practices and where important information.

Who will benefit:

Members in industry or public practise who want to expand their knowledge of cryptocurrencies.

Cryptocurrencies have grown tremendously since the invention of Bitcoin in 2009. The blockchain and cryptocurrency industry now boasts a market capitalization that hovers around $1 trillion USD – at one-point climbing over the $2 trillion mark – bigger than the global telecommunications industry. To put that in a Canadian context, the entire Canadian economy, the ninth largest in the world, hovers around $1.5 trillion CAD.

Participants in this seminar will learn about the origins of cryptocurrency, how it compares to money and other virtual currencies, how Bitcoin and Ethereum work, how cryptocurrency can be used in the real world, and how it may be used in the future. This seminar is also designed to be interactive and generate discussions relevant to CPAs in Canada – including discussions on tax implications, accounting treatment, anti-money laundering requirements, and where to get information to assist clients with their specific needs.

Participants will learn about:

• The origins of Bitcoin;
• Money vs cryptocurrency;
• Cryptocurrency vs virtual currency;
• Cryptocurrency mining;
• Cryptocurrency addresses;
• Cryptocurrency wallets;
• Bitcoin vs Ethereum;
• Stablecoins and their implications;
• Non-Fungible Tokens (NFTs) and their implications; and
• Accounting treatment, tax implications, anti-money laundering best practices and where important information.

Who will benefit:

Members in industry or public practise who want to expand their knowledge of cryptocurrencies.

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

SCHEDULE

Internal controls are more important than ever, and their importance increases seemingly on a daily basis. However, internal controls present a challenge for many smaller organizations. In this program, you will learn how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and how to implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even in the absence of proper segregation of duties. Additionally, by participating in this program, you will learn technology-focused techniques for preventing and detecting fraud as well as securing information systems and sensitive data.

SCHEDULE

The Metaverse is an ecosystem of immersive digital environments and creative reality simulations. This online seminar provides a concise overview and non-technical explanation of the Metaverse.

SCHEDULE

The Metaverse is an ecosystem of immersive digital environments and creative reality simulations. This online seminar provides a concise overview and non-technical explanation of the Metaverse.

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

This seminar is for participants who want to keep up with accounting standard changes and projects. It will review recent revisions to Part II - Accounting Standards for Private Enterprises (ASPE), starting with an overview of the changes, followed by specific examples detailing their implementation. In addition, participants will receive practical guidance on common deficiencies in ASPE financial statements.

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

This seminar is for participants who want to keep up with accounting standard changes and projects. It will review recent revisions to Part II - Accounting Standards for Private Enterprises (ASPE), starting with an overview of the changes, followed by specific examples detailing their implementation. In addition, participants will receive practical guidance on common deficiencies in ASPE financial statements.

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

This seminar is for participants who want to keep up with accounting standard changes and projects. It will review recent revisions to Part II - Accounting Standards for Private Enterprises (ASPE), starting with an overview of the changes, followed by specific examples detailing their implementation. In addition, participants will receive practical guidance on common deficiencies in ASPE financial statements.

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

This seminar is for participants who want to keep up with accounting standard changes and projects. It will review recent revisions to Part II - Accounting Standards for Private Enterprises (ASPE), starting with an overview of the changes, followed by specific examples detailing their implementation. In addition, participants will receive practical guidance on common deficiencies in ASPE financial statements.

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