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This certificate program is designed for professionals seeking proficiency in estate and trust administration, estate accounting and trust tax reporting.

This certificate program is designed for professionals seeking proficiency in estate and trust administration, estate accounting and trust tax reporting.

Creating sustainable change within your organization.

This certificate course is for individuals who want to be forces for positive, sustainable change in their organization, regardless of their current position.

Learn how to create sustainable, strategic change within your organization

Driverless cars. Global warming. Brexit. COVID-19. These are just a few of the challenges that are causing organizations unprecedented levels of uncertainty and disruption. This CPA Ontario Certificate in Change Leadership program will equip you with the tools to address these types of challenges and create sustainable, strategic change within your team and organization. Using interactive case studies and group activities, participants will learn how to evaluate, identify, and advance change in their organization. This program is a unique opportunity for leaders and managers to develop action plans that address change at their organization.

Creating sustainable change within your organization.

This certificate course is for individuals who want to be forces for positive, sustainable change in their organization, regardless of their current position.

Creating sustainable change within your organization.

This certificate course is for individuals who want to be forces for positive, sustainable change in their organization, regardless of their current position.

Learn how to create sustainable, strategic change within your organization

Driverless cars. Global warming. Brexit. COVID-19. These are just a few of the challenges that are causing organizations unprecedented levels of uncertainty and disruption. This CPA Ontario Certificate in Change Leadership program will equip you with the tools to address these types of challenges and create sustainable, strategic change within your team and organization. Using interactive case studies and group activities, participants will learn how to evaluate, identify, and advance change in their organization. This program is a unique opportunity for leaders and managers to develop action plans that address change at their organization.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

This newly revised course has shifted online into 3 full day + 1 half day, live, instructor-led sessions.

This course is designed to provide controllers and senior financial managers with a refresher on the practical skills they need to stay up to date, heighten their performance and improve their organizations. Participants will review leading-edge developments in finance, risk management and control and explore how to become more efficient, stronger financial leaders. During this fast-paced course, participants will work through case studies and engage in group work to gain fresh insights into many aspects of a modern finance department.

This course covers several topics such as budgeting, saving, investing, managing debt, retirement and more.

Upgrade your Excel reporting models to increase speed and accuracy.

Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.

Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.

Upgrade your Excel reporting models to increase speed and accuracy.

Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.

Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.

Upgrade your Excel reporting models to increase speed and accuracy.

Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.

Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.

Upgrade your Excel reporting models to increase speed and accuracy.

Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.

Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.

In today’s complex & competitive work environment, taking care of the ‘people side’ of business is increasingly important. In turn, finance professionals must learn to minimize risk & manage employee relations professionally. You will gain the fundamental human resource (HR) skills to establish a productive & positive work environment through all stages of the employment cycle. Join to explore how HR planning & strategy impact the effective management of people.

In today’s complex & competitive work environment, taking care of the ‘people side’ of business is increasingly important. In turn, finance professionals must learn to minimize risk & manage employee relations professionally. You will gain the fundamental human resource (HR) skills to establish a productive & positive work environment through all stages of the employment cycle. Join to explore how HR planning & strategy impact the effective management of people.

In today’s complex & competitive work environment, taking care of the ‘people side’ of business is increasingly important. In turn, finance professionals must learn to minimize risk & manage employee relations professionally. You will gain the fundamental human resource (HR) skills to establish a productive & positive work environment through all stages of the employment cycle. Join to explore how HR planning & strategy impact the effective management of people.

This is the registration for Day 5 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.

This is the registration for Day 1&2 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.

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.

This is the registration for Week 1 - Day 1&2 ONLY of the Master Controllership 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.

This is the registration for Week 1 - Day 1&2 ONLY of the Master Controllership 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.

This is the registration for Week 1 - Day 1&2 ONLY of the Master Controllership 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.

This is the registration for Week 2 - Day 3&4 ONLY of the Master Controllership 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.

This is the registration for Week 2 - Day 3&4 ONLY of the Master Controllership 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.

This is the registration for Week 3 - Day 5&6 ONLY of the Master Controllership 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.

This is the registration for Week 3 - Day 5&6 ONLY of the Master Controllership 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.

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This certificate course consists of five, two-hour, live, instructor led zoom sessions.

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

This certificate course will provide an overview of useful practices in budgeting and financial reporting, accounting standards for not-for-profit organizations (including non-profits and charities), working effectively with an external auditor or accountant, CRA rules and regulations, improving financial sustainability, health, performance as well as good financial governance practices

This newly revised course has shifted online into four, half-day, live, instructor-led sessions.

How much of our data is actionable information?

Effective data visualization and dashboarding is more than just creating charts in Excel. It starts with understanding what users need, identifying relevant data, and using appropriate visual techniques, structures and “stories” to support understanding, insights and action.

This CPA Ontario Certificate program provides participants with the skills to create effective visual reports and dashboards and how to introduce these new ideas into your organization. The course will cover some new charts in Excel, but the principles and process of design can be applied to any software. Using case studies and activities, the course includes information for decision making, misleading visuals, plus a comprehensive team-based case study creating a board level dashboard design.

This newly revised course has shifted online into four, half-day, live, instructor-led sessions.

How much of our data is actionable information?

Effective data visualization and dashboarding is more than just creating charts in Excel. It starts with understanding what users need, identifying relevant data, and using appropriate visual techniques, structures and “stories” to support understanding, insights and action.

This CPA Ontario Certificate program provides participants with the skills to create effective visual reports and dashboards and how to introduce these new ideas into your organization. The course will cover some new charts in Excel, but the principles and process of design can be applied to any software. Using case studies and activities, the course includes information for decision making, misleading visuals, plus a comprehensive team-based case study creating a board level dashboard design.

This newly revised course has shifted online into four, half-day, live, instructor-led sessions.

How much of our data is actionable information?

Effective data visualization and dashboarding is more than just creating charts in Excel. It starts with understanding what users need, identifying relevant data, and using appropriate visual techniques, structures and “stories” to support understanding, insights and action.

This CPA Ontario Certificate program provides participants with the skills to create effective visual reports and dashboards and how to introduce these new ideas into your organization. The course will cover some new charts in Excel, but the principles and process of design can be applied to any software. Using case studies and activities, the course includes information for decision making, misleading visuals, plus a comprehensive team-based case study creating a board level dashboard design.

This newly revised course has shifted online into four, half-day, live, instructor-led sessions.

How much of our data is actionable information?

Effective data visualization and dashboarding is more than just creating charts in Excel. It starts with understanding what users need, identifying relevant data, and using appropriate visual techniques, structures and “stories” to support understanding, insights and action.

This CPA Ontario Certificate program provides participants with the skills to create effective visual reports and dashboards and how to introduce these new ideas into your organization. The course will cover some new charts in Excel, but the principles and process of design can be applied to any software. Using case studies and activities, the course includes information for decision making, misleading visuals, plus a comprehensive team-based case study creating a board level dashboard design.

This newly revised course has shifted online into four, half-day, live, instructor-led sessions.

How much of our data is actionable information?

Effective data visualization and dashboarding is more than just creating charts in Excel. It starts with understanding what users need, identifying relevant data, and using appropriate visual techniques, structures and “stories” to support understanding, insights and action.

This CPA Ontario Certificate program provides participants with the skills to create effective visual reports and dashboards and how to introduce these new ideas into your organization. The course will cover some new charts in Excel, but the principles and process of design can be applied to any software. Using case studies and activities, the course includes information for decision making, misleading visuals, plus a comprehensive team-based case study creating a board level dashboard design.

This six-week certificate program will enable you to analyze and visualize data using a popular programming language used by analysts and data scientists.

Learn how to apply high-level analytical thinking to solve data analysis problems using Python. You will work with tools like Jupyter Notebooks and Pandas and analyze real-world datasets to identify patterns and relationships. By the end of this course, you will be able to work effectively with data to drive business strategies and create value for your organization.