Events

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.

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.

NOTE: This revised course has shifted online into six, half-day, live, instructor-led sessions. .

During these times of unprecedented change in digital technologies, globalization of businesses and the overall way businesses are working as a result of the pandemic, it is critical for organizations to operate at peak levels of performance. Participants will explore the technical, ethical and interpersonal skills they need to master and sustain change, and help their organizations stay agile and adapt to change.

Expect to learn about topics such as how the role of CFO has evolved due to the pandemic, and the CFO’s role in relation to the Board of Directors. You will define CFO success and what it takes to get there and stay there. The program also explores drivers of change, personal integrity and ethics, analytics and performance improvement, and leading within and outside the finance function.

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.

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

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.