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20 Questions Directors Should Ask About Information Technology Security
20 Questions Directors Should Ask About Information Technology Security
(aussi disponible en français)

Directors are expected to satisfy themselves that risks potentially jeopardizing the integrity of information, the availability of information and operational systems, the confidentiality of sensitive data, and compliance with regulatory bodies, are identified and reduced or eliminated. This booklet provides questions for Boards to ask senior management as well as the context needed to ask the questions and assess responses.

This product was originally issued by a CPA Canada legacy body.

 
20 Questions que les administrateurs devraient poser sur la sécurité informatique
20 Questions que les administrateurs devraient poser sur la sécurité informatique
(also available in English)

Il incombe aux administrateurs d’acquérir la conviction que les risques d’atteinte à l’intégrité des données, de non-disponibilité des systèmes d’information et d’exploitation, de non-respect de la confidentialité des données confidentielles et de non-observation des exigences des autorités de réglementation sont identifiés et atténués ou éliminés. Le présent document expose une série de questions que les conseils d’administration pourraient poser aux cadres supérieurs, ainsi que le contexte dans lequel il convient de les poser et d’évaluer les réponses.

Ce produit a été initialement publié par l’une des organisations d’origine de CPA Canada.

 
2016 Commodity Tax Symposium
2016 Commodity Tax Symposium
(en anglais seulement)

October 24-25, 2016
(plus optional post-symposium workshops October 26, 2016)
Metro Toronto Convention Centre (North Building), Toronto, ON

Stay up-to-date on critical commodity tax issues and network with peers from government, industry and practice at Canada’s largest and longest-running indirect tax event.

 
Conference on IT Audit, Governance and Security 2016ORFundamentals of IT Audit – A Three-Day Workshop 2016
Conference on IT Audit, Governance and Security 2016
OR
Fundamentals of IT Audit – A Three-Day Workshop 2016
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 21-22, 2016
Hyatt Regency Toronto, Toronto, ON


The conference and workshops are offered in collaboration with the Chartered Professional Accountants of Canada (CPA Canada), the Information Systems Audit and Control Association (ISACA) - Toronto Chapter, the Institute of Internal Auditors (IIA) - Toronto Chapter, and the American Institute of Certified Public Accountants (AICPA).

2016 Conference on IT Audit, Governance and Security
March 21-22, 2016 (optional Post-Conference Workshop March 23)

This conference features plenary as well as concurrent sessions from top IT industry and professional services leaders on a variety of “hot topics”, each of which encompasses different aspects of IT Audit, Governance and Security. This impressive, jam-packed program will refocus you and your team on the practical information IT and senior financial professionals need in order to expand your knowledge and sharpen your competitive edge.


OR

2016 Fundamentals of IT Audit – A Three-Day Workshop
March 21-23, 2016

This three-day workshop is designed to provide new IT assurance-and-control professionals with the core skills needed by all Information Technology Auditors. You will review and understand key audit and control principles, as well as learn many practical techniques, which are all necessary to complete a wide range of IT audit assignments within today’s complex computing environments.

 
CPA Canada Guide to Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy (SOC 2)
CPA Canada Guide to Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy (SOC 2)
(aussi disponible en français)
CPA Canada Guide to Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy (SOC 2) is a practical resource for practitioners engaged to audit and report on the privacy and security of a service organization’s systems.

Take your guides with you on your eReader, laptop, smartphone or tablet. SOC Guides are available in convenient and searchable eBook format!

 
CPA Canada Guide, Service Organizations - Applying CSAE 3416, Reporting on Controls at a Service Organization (SOC 1)
CPA Canada Guide, Service Organizations - Applying CSAE 3416, Reporting on Controls at a Service Organization (SOC 1)
(aussi disponible en français)

A practical resource for practitioners engaged to audit and report on a service organization’s controls, The CPA Canada Guide, Service Organizations – Applying CSAE 3416, Reporting on Controls at a Service Organization (SOC 1), will assist practitioners performing engagements under the Canadian Standard on Assurance Engagements (CSAE 3416).

Take your guides with you on your eReader, laptop, smartphone or tablet. SOC Guides are available in convenient and searchable eBook format!

 
Date and Time Functions: Theory and Application
Date and Time Functions: Theory and Application
Video Course

Learn how dates and times are manifested in Excel and receive a free eBook with registration.

Presenter and Excel guru Ken Puls reviews how to optimize the use of dates and times in Excel, beginning with an understanding of the underlying logic behind dates. From there the course works through the process of extracting key components from a date, to building and formatting dates on the fly. Ken demonstrates the various date and time functions and reviews how to calculate with dates and times using a set of entertaining scenarios.

Come away with a solid understanding of how to use the built-in date and time functions in Microsoft Excel and how to use them in your own work to perform complex calculations when managing payroll, holiday hours, and large project schedules.

 
Excel Certificate Program
Excel Certificate Program
Video Courses

The Microsoft Excel Certificate Program is a practical and flexible online education program consisting of 10 in-depth courses, covering core Excel knowledge relevant in business and finance. This comprehensive program will provide all the required information and tools to become an Intermediate Excel User.

Excel guru Ken Puls teaches core topics in a way that allows participants to work through relevant examples and explanations of the concepts. Follow along with extensive course resources, eBooks, and examples to enhance your learning experience — and they are yours to keep!

 
Excel Tables and Tabular Data
Excel Tables and Tabular Data
Video Course

Start creating good tabular data sets in Excel and receive a free eBook with registration.

The very nature of a spreadsheet is built around tables and tabular data, and many of Excel’s built-in tools are designed specifically to work with tabular record sets. To this end, it is vitally important to be able to understand how to create good data sources that Excel can easily consume.

In this course we begin by discussing the key features of good tabular data sets in Excel, and explain some of the common pitfalls that cause confusion and prevent using Excel’s powerful tools.  From there we will walk through some of Excel’s useful tools including sorting, filtering, extracting unique records and duplicate removal.

The course ends with a deep dive into Excel’s new Table feature, showing how incredibly easy it is to create attractive and functional tables that can be mined for deeper meaning.

Learn everything you need to know about creating solid data tables for later use in Excel; essential knowledge that will open up the road to Excel’s most powerful features and will benefit you in your daily work.

 
Excel: Designing Dynamic Financial Spreadsheet Models
Excel: Designing Dynamic Financial Spreadsheet Models
Video Course

Start creating customized, dynamic spreadsheet models in Excel and receive a free eBook with registration.

Financial and business professionals are required to build dynamic models for tasks such as taxation, capital budgeting, and sales forecasting and analysis, and Excel has powerful tools in place to help with these responsibilities.

This video course will give you the background, techniques, best practices, and confidence to dive into Excel and start creating your own dynamic spreadsheet models customized and tailored to your specific business requirements.

 
Excel: Designing Stable Spreadsheet Models
Excel: Designing Stable Spreadsheet Models
Video Course

Discover Excel's amazing power tool and receive a free eBook with registration.

Since every business has its own idiosyncrasies, it is virtually impossible to provide a "one size fits all" model set. To this end, this course focuses on teaching the approaches and concepts to help you build and tailor your own models. Join Excel guru Ken Puls on this powerful course and learn how to enforce data integrity and reduce user errors as well as to protect your model. While it’s true that the concepts taught in this course are primarily geared towards controllers and business analysts, they are equally portable to public practice accountants as well. The concepts taught in this course will help you build your own templates that serve your business needs, whatever they may be.

 
Formatting Tools: Adding Eye Catching Elements
Formatting Tools: Adding Eye Catching Elements
Video Course

How many times have you put a financial report in front of someone and watched their eyes glaze over as they stare at the endless rows and columns? If you’re like many of us, it’s not an uncommon sight.

Explore different techniques to add colour to your reports, from vibrant professional looking diagrams, to workflow charts and elaborate equations; Excel can be used to create these and more. Many of the techniques in this course can also be used across Microsoft programs.

Discover how to build dynamic conditional formats to highlight cells based on defined rules, add collapsible outline groupings to your rows and columns, and define customized views to control who sees what.

This course is loaded with techniques to help you engage your reader so that you can do more than just present numbers; you can deliver the message.

 
Formulas and Functions: An Introduction to the Power of Excel
Formulas and Functions: An Introduction to the Power of Excel
Video Course

Excel guru Ken Puls reviews the basics of Excel formula and function libraries and opens up a whole new world of possibilities for your spreadsheets. Excel is rife with tools which, in the right hands, can be extremely powerful.

This course is focused on starting at the very beginning level of formulas, taking Excel from a static sheet of paper into a dynamic calculator with simple formulas to sum up columns and rows. Based on clear and relevant examples, from there we progress through more complex scenarios, illustrating the points you need to know in order to build an inventory analysis, income forecast, cash flow, and balance sheet.
 
Formulas and Functions: Logic and Lookups
Formulas and Functions: Logic and Lookups
Video Course

Become a master of Excel functions and receive a free eBook with registration.

Take Excel from a tool that simply reports historical results and configure it to respond dynamically to changes in scenarios and turn your spreadsheets into business intelligence tools.

This course begins with looking at logic functions, from the essential IF() function through a variety of others which can be leveraged at key times. Explore reference functions that allow you to pull information from different worksheet cells as required.

Next dive into lookup functions in Excel, including the incredible VLOOKUP() function. Built to extract data from tabular data sets, this function is one of the most important Excel functions to master. VLOOKUP() contains everything that a function could possibly throw at you. By the time you complete this course you will feel comfortable working with the most powerful lookup and logic functions and will know how to utilize them in real world.

 
Guide de CPA Canada Rapport sur les contrôles d’une société de services pertinents pour la sécurité, l’accessibilité, l’intégrité du traitement, la confidentialité ou la protection des renseignements personnels (CSS 2)
Guide de CPA Canada Rapport sur les contrôles d’une société de services pertinents pour la sécurité, l’accessibilité, l’intégrité du traitement, la confidentialité ou la protection des renseignements personnels (CSS 2)
(also available in English)

Le guide de CPA Canada intitulé Rapport sur les contrôles d’une société de services pertinents pour la sécurité, l’accessibilité, l’intégrité du traitement, la confidentialité ou la protection des renseignements personnels (CSS 2) se veut un outil pratique pour les professionnels en exercice qui se voient confier la mission de délivrer, après audit, un rapport sur les contrôles exercés par une société de services sur son système en ce qui a trait à la sécurité et à la protection des renseignements personnels.

Les guides CSS sont aussi disponibles en version électronique! Ce format pratique permettant la recherche plein texte peut être téléchargé sur votre liseuse électronique, votre portable, votre téléphone intelligent ou votre tablette.

 
Introduction to cybersecurity for CPAs
Introduction to cybersecurity for CPAs
On Demand - Online Course

Cybersecurity is a big issue, but what should CPAs do about it? Develop an understanding of key concepts associated with cybersecurity and learn how to construct an organizational strategy to help mitigate risk.

 
Introduction to Data Visualizations: Turning Data into Information
Introduction to Data Visualizations: Turning Data into Information
Video Course

How many times, after presenting the statements you have worked so hard on, do your audiences eyes glaze over? It is awful, but it highlights something really important… often the way we present our work is not ideal. The logical step is to reach to data visualizations, which makes most people jump straight into charting.

In this video course, Ken Puls will cover how to create and manipulate charts to convey an effective story from our data. Other data visualization techniques that can add incredible value to your work will also be discussed. Those include icon sets, data bars, colour scales, sparklines, and conditional formatting.

 
Introduction to Excel: Beginning the Journey to Spreadsheet Mastery
Introduction to Excel: Beginning the Journey to Spreadsheet Mastery
Video Course

Begin your journey to spreadsheet mastery with Excel guru, Ken Puls and discover the essential and basic tools needed to further develop your learning in Excel. Excel can be an intimidating program to use, particularly if you rarely use it or have been barely exposed to it. This course will quickly bring you up to speed on any requisite knowledge you are missing before you jump into more difficult courses in this series.
This course starts at square one, giving you an overview of the Excel 2010 user interface, and will review areas you need to understand long before you start working with formulas and other power techniques covered in later courses. Your Excel journey starts here!

 
Introduction to PivotTables in Excel
Introduction to PivotTables in Excel
Video Course

Discover Excel's amazing power tool and receive a free eBook with registration.

Join Excel guru Ken Puls as he shares his expertise on how to crack open the door to the power of PivotTables. This course will show you how unbelievably easy it is to create a PivotTable, how quickly they work, and how easy it is to both flip your data into alternate views and slice and dice it for deeper mining.

PivotTables are one of Excel’s hidden gems and people who use PivotTables love them, and live by them. Discover how to build intelligent, flexible summary tables to streamline reporting on frequently changing data. Easily determine your business's highest sales revenue or the lowest sales item for a specific quarter within the same PivotTable without moving around to different spreadsheets or workbooks.

 
Math and Finance Functions Formulas for Business Decision Makers
Math and Finance Functions Formulas for Business Decision Makers
Video Course

An accountant’s job is to add value to a company as a business decision maker. In order to do so, you need to be able to apply business logic and evaluate decisions on a financial basis. Your primary tool for accomplishing this goal is Microsoft Excel.

In this video course, explore the mathematical, statistical, and financial functions that apply to accountancy and financial management. Starting with calculation of basic statistics, through forecasting and generating a Net Present Value schedule, this course works through key functions that every accountant needs to know.

 
Text and Information Functions: It's Not All About the Numbers
Text and Information Functions: It's Not All About the Numbers
Video Course

Many people look at Excel purely as a calculator. The reality, though, is that Excel is about a great deal more than just numbers. It is a full application development environment to create full financial models and decision-making tools.

As with all tools, in order to get the most out of it, you need to understand all aspects of the program and, sadly, text functions are often dismissed or overlooked by people. The reality is that these functions are essential tools when manipulating data and working with other model components.

In this course we explore the 5 most useful text functions, as well as many other complementary functions.

 

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