Events

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:

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.

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?

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.

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.

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.

Managers who can foster high levels of performance within their organization will have a better chance of success in today’s highly competitive business landscape.

This five-part course outlines techniques managers can use keep top performers motivated and fulfilled and develop their skills and knowledge to maintain a competitive edge. This path introduces the concept of talent management at the manager level and details how managers can effectively meet the needs of experts in their talent pool. The course also addresses information and tips on how to develop a good mentoring program.

Successful Scrum implementation begins with effective backlog development and tailoring the framework to your environment. Executing a Scrum sprint may be challenging but there are ways to mitigate your risk. In this three-part course you will learn how to use the agile process framework to prioritize tasks and respond to change more accurately. With the power of Scrum, transform complex project management with improved communication and effective collaboration for faster results.

This advanced course explores approaches to building and implementing visualizations, after you have an understanding of your data. Learn plotting and graphing using Python libraries like Matplotlib, ggplot, bokeh, and Pygal, and discover how to build advanced charts using Python and Jupyter Notebook. The also course covers the visualization capabilities of R and ggplot2 and how to build charts and graphs with the software.

The rise of new technologies like blockchain, data science, virtual reality, as well as cloud, mobile and connected devices has led to the creation of new digital ecosystems. Today’s leaders are finding it increasingly challenging to lead through disruption while remaining agile, innovative and adaptable to change. The courses in this bundle will help you adopt design thinking skills when dealing with complex issues and attempting to implement the best-suited solutions. In addition to honing key leadership skills, you will learn how to create a more positive atmosphere and deal with team members who are feeling unhappy or burned out due to constant change, lack of direction or overwhelming demands.

This video learning suite provides insight into various applications of AI, how the technology is impacting CPAs, and opportunities to leverage AI to provide higher value to clients.

VIDEO LEARNING :

Accelerating trends in artificial intelligence are making businesses smarter. As forward-thinking leaders in an evolving profession, CPAs must retool their technology skillsets to prepare themselves for the future. Erin provides examples of current AI applications such as predicting the Brexit vote, as well as benefits to businesses, and potential integration risks.

Finance is about making decisions based on data, and the higher quality your data, the better your decisions will be. This course introduces the concepts of machine learning and artificial intelligence (AI), and the impact these technologies have on the finance industry. From deposits and lending to investment management, learn how financial services and fintech startups are increasingly using machine learning, AI, along with an unprecedented amount of data, to improve business economics and create competitive advantage.

Discover fintech potential in emerging markets. Venture capital investment into U.S. fintech has slowed recently but emerging markets are creating new opportunities. Mobile money is enabling Africa’s transformation to a digital economy through affordable financial services. With consumer transactions in the billions and growing quickly in developing countries, this course offers important lessons for fintech practitioners.

Understand threats to your data and protect your company from costly data breaches.

This two-part, CPA Ontario course will explore common online security threats, types of network attacks, and the human element associated with security threats. Companies mishandle data because personnel misunderstand practices, risks, and implications. Explore data protection, devices and social media, and good governance through security principles and programs.

Analytics is a hot yet complex topic.

This course provides an overview of analytics from foundational principles to implementation. Analytics spans a continuum that encompasses IT departments, data scientists and analysts, business analysts, managers and leaders. The continuously growing field now includes descriptive, diagnostic, predictive, and prescriptive analytics. Tasks and roles that were once seen as IT responsibilities have become critical business skills.

Solve real problems in the world of finance to advance your career.

This is an advanced course for finance professionals with a foundational knowledge of Python and machine learning. In this on demand, CPA Ontario course, participants will utilize the knowledge and skills learned in Machine Learning for Finance - Python Fundamentals to build machine learning investor classifiers and construct training data sets, testing data sets, and model pipelines.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Overview

This course will serve as a comprehensive review of the presentation and disclosure requirements faced by a not-for-profit organization when it applies ASNFPO and relevant ASPE standards. Participants will review a variety of examples and learn to apply the disclosure requirements for a number of different areas that NFPOs regularly deal with.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Course Description

Participants will review the application of accounting standards, with an emphasis on areas where choice exists, that are found in Part III of the CPA Canada Handbook. These standards were drafted with the underlying premise that where transactions and circumstances are the same, there should be no difference in accounting from for-profit entities. As a result, participants will also review and analyze relevant sections of Part II of the CPA Canada Handbook, Accounting Standards for Private Enterprises (ASPE). Participants will learn what choices are available when setting policies, the impacts on disclosure, and participate in activities and exercises to strengthen the knowledge gains throughout this course.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

This seminar will review recent and proposed revisions to Part III - Accounting Standards for Not-for-Profit Organizations (ASNFPO) and Part II – Accounting Standards for Private Enterprises where applicable for NFPOs.

This seminar will provide an information update on recent revisions to the CPA Canada Handbook –Part III, Accounting Standards for Not-for-Profit Organizations (ASNFPO). In addition, revisions will be discussed to Part II, Accounting Standards for Private Enterprises (ASPE) where they are applicable to NFPOs.

Adherence to the CPA Code of Professional Conduct is an important foundation of our profession. While stakeholders rely on an accountant’s judgment and guidance in preparing financial statements, ethical dilemmas can create challenges in selecting the appropriate accounting policy to apply when there are choices, determining estimates and making judgements when applying the standards. This seminar helps participants to develop skills for making ethical decisions when deciding on accounting policies for measurement, presentation and disclosure using ASNFPO standards and ASPE standards where applicable for NFPOs.

Overview

This seminar examines the major differences between Part II - Accounting Standards for Private Enterprises (ASPE) and Part I - International Financial Reporting Standards (IFRS).  It will highlight major similarities and significant differences between the two sets of standards.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca.

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

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

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Disclosure and presentation is critical to telling the true story of a firm’s profit and loss, financial position, and cash flows to users of financial statements. This seminar reviews the realities and best practices for disclosure and presentation requirements of Part II – Accounting Standards for Private Enterprises (ASPE).

Adherence to the CPA Code of Professional Conduct is an important foundation of our profession. While stakeholders rely on an accountant’s judgment and guidance in preparing financial statements, ethical dilemmas can create challenges in selecting the appropriate accounting policy to apply when there are choices, determining estimates and making judgements when applying the standards. This seminar helps participants to develop skills for making ethical decisions when deciding on accounting policies for measurement, presentation and disclosure using ASPE standards.