Events

1 to 25 of 632 events

On Demand (eLearning)

Audit Engagements - Overview of CAS 315 Revised Standard

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.

2022

OCT

17

2022

OCT

26

2022

NOV

17

2022

DEC

09

Oct 17, 2022

8:30 AM - 12:30 PM

3.75 PD Hours

0 Ethics Hours

Status: Registration open until Oct 12, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 Public

Online Seminar

Business Ethics: Good for Business and the Right Thing to Do

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.

2022

NOV

01

2022

NOV

08

2022

DEC

02

2022

DEC

15

Nov 01, 2022

1:00 PM - 5:00 PM

4 PD Hours

4 Ethics Hours

Status: Registration open until Oct 27, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 Public

Online Seminar

Ethics at Our Core

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.

2022

OCT

17

2022

NOV

02

2022

NOV

21

2022

DEC

07

Oct 17, 2022

8:30 AM - 12:30 PM

4 PD Hours

4 Ethics Hours

Status: Registration open until Oct 12, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 Public

Online Seminar

Ethics - Regulations, Interpretations, and Guidance for Accountants

2022

OCT

17

2022

DEC

05

Oct 17, 2022

8:30 AM - 12:30 PM

4 PD Hours

4 Ethics Hours

Status: Registration open until Oct 12, 2022

Location: Online

$163.00 Personal Passport

$190.00 Organization Passport

$261.00 Member

$261.00 Student

$317.00 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

Certificate and Executive Programs

Certificate in Management Essentials

2022

OCT

24

2022

DEC

12

2023

FEB

13

OCT 24 - Oct 28, 2022

9:00 AM - 5:00 PM

21 PD Hours

0 Ethics Hours

Status: Registration open until Oct 16, 2022

Location: Online

$2195.00 Member

$2195.00 Student

$2525.00 Public

Certificate and Executive Programs

Certificate in Enterprise Risk Management Fundamentals

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.

2022

NOV

14

2023

MAR

20

NOV 14 - Nov 16, 2022

9:00 AM - 5:00 PM

21 PD Hours

0 Ethics Hours

Status: Registration open until Nov 06, 2022

Location: CPA Ontario - King, Toronto

$2195.00 Member

$2195.00 Student

$2525.00 Public

Certificate and Executive Programs

Certificate in Master Controllership (Full Program)

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.

2022

DEC

05

2023

FEB

02

DEC 05 - Dec 09, 2022

9:00 AM - 4:00 PM

36.25 PD Hours

0 Ethics Hours

Status: Registration open until Nov 27, 2022

Location: CPA Ontario - King, Toronto

$3955.00 Member

$3955.00 Student

$4505.00 Public

On Demand (eLearning)

Canadian Business Ethics: What CPAs Need to Know

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.

2022

JAN

02

JAN 02 - Dec 31, 2022

9:00 AM - 6:59 PM

4 PD Hours

4 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

On Demand (eLearning)

Ethics for Accountants

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.

2022

JAN

02

JAN 02 - Dec 31, 2022

9:00 AM - 6:59 PM

4 PD Hours

4 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

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)

Business Valuations - Advanced

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.

2022

OCT

03

OCT 03 - Dec 31, 2022

9:00 AM - 11:30 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Dec 31, 2022

Location: Online

$325.00 Personal Passport

$380.00 Organization Passport

$479.00 Member

$479.00 Student

$589.00 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

OCT 12 - Oct 13, 2022

8:00 AM - 4:00 PM

12 PD Hours

1 Ethics Hour

Status: Registration open until Oct 06, 2022

Location: Online

$1534.50 Member

$1534.50 Student

$1754.50 Public

Associations and Networking

Huronia PD Day

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

2022

OCT

14

Oct 14, 2022

8:30 AM - 5:00 PM

6.5 PD Hours

2 Ethics Hours

Status: Registration open until Oct 11, 2022

Location: Barrie Golf and Country Club, Barrie

$125.00 Member

$125.00 Student

$125.00 Public

Seminar

A Concise Understanding of Governance, Risk and Compliance

2022

NOV

10

2022

DEC

21

Nov 10, 2022

8:30 AM - 5:00 PM

7.5 PD Hours

0 Ethics Hours

Status: Registration open until Nov 07, 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 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

Online 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)

SCHEDULE

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

  • Tuesday, October 11, 2022, 8:30am -12:30pm
  • Wednesday, October 12, 2022, 8:30am - 12:30pm
  • 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

    OCT

    11

    2022

    DEC

    06

    OCT 11 - Oct 12, 2022

    8:30 AM - 12:30 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Oct 06, 2022

    Location: Online

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 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

    OCT

    21

    2022

    DEC

    14

    Oct 21, 2022

    8:30 AM - 5:00 PM

    7.5 PD Hours

    0 Ethics Hours

    Status: Registration open until Oct 18, 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

    DEC

    12

    Dec 12, 2022

    8:30 AM - 12:30 PM

    3.75 PD Hours

    0 Ethics Hours

    Status: Registration open until Dec 07, 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

    OCT

    18

    2022

    DEC

    06

    Oct 18, 2022

    1:00 PM - 5:00 PM

    4 PD Hours

    0 Ethics Hours

    Status: Registration open until Oct 13, 2022

    Location: Online

    Fall Sale. Discount already applied

    $135.00 Personal Passport

    $145.00 Organization Passport

    $160.00 Member

    $160.00 Student

    $240.00 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

    1 to 25 of 632 events