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Displaying 52 search result(s)

2011 Advanced Personal Financial Planning Conference
2011 Advanced Personal Financial Planning Conference
November 7-8, 2011, Toronto, ON

CAs in traditional practices and in wealth management firms serve clients in a variety of important ways. This conference included technical sessions covering the latest and most relevant topics, while exploring strategies that will enable practitioners to provide superior client service.
 
2011 Business and Industry Conference
2011 Business and Industry Conference
November 29-30, 2011, Toronto, ON

The successful senior financial officer in today’s Canadian corporation depends on a combination of technical expertise, soft skills, strategic finesse, and professional judgment. This two-day event offered a comprehensive blend of sessions that address the most relevant and current topics with insight on what’s coming next. Join your peers from other Canadian companies to discuss common challenges, explore parallel opportunities, and build your professional network.
 
2011 Financial Reporting and Accounting Conference
2011 Financial Reporting and Accounting Conference
The CICA Financial Reporting and Accounting Conference is Canada’s leading financial reporting and accounting event and provides an up-to-date and extensive review of the most critical current and emerging issues facing both publicly traded and privately held corporations in Canada. Extensive coverage of the latest developments in both IFRSs and Accounting Standards for Private Enterprises will be delivered by prominent Canadian, US, and international speakers.
 
2013 Advanced HST/GST:  Real Property Course
2013 Advanced HST/GST: Real Property Course
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

November 25-26, 2013
CPA Canada Offices, Toronto, ON

This brand new, two-day, advanced HST/GST course is designed to provide professionals in the real estate sector with an inside look at the complexity of HST/GST legislation, while helping them identify and implement strategic planning opportunities. By focusing on this sector’s special legal relationships and structures, such as joint ventures, co-tenancies, partnerships, nominee corporations and REITS, this course will help you understand the impact to your organization’s HST/GST compliance obligations while also providing you with great networking opportunities.
 
2014 Advanced Tax Issues for the Owner-Managed Business Course
2014 Advanced Tax Issues for the Owner-Managed Business Course
Specialized Tax Course
(en anglais seulement)

November 1-5, 2014
Niagara Falls, ON

This in-depth course is designed for tax professionals who work predominately with owner-managed businesses on estate planning, retirement and succession planning, or for those working in an industry setting who wish to expand their knowledge in this area. It offers an advanced format in which you can acquire innovative solutions to the most intricate financial situations that confront the business owner today.
 
2014 Commodity Tax Symposium
2014 Commodity Tax Symposium
(en anglais seulement)

September 29-30, 2014
(plus optional pre- and post- Symposium workshops)
The Westin Ottawa, Ottawa, ON

“The Symposium” is the annual gathering place for progressive professionals working or advising in commodity taxation. Containing a series of plenary sessions, concurrent presentations and keynote speakers addressing critical issues relating to HST, GST, PST, QST and Customs and Trade, the Symposium provides unprecedented networking opportunities in the marketplace.

Keynote Speaker                                  Special Luncheon Speaker

Early Bird Special – Register by August 31st for a chance to participate in an exclusive meet and greet with our MNR, the Honourable Kerry-Lynne Findlay

 
2014 Corporate Finance Course: Debt and Equity in Corporate Finance
2014 Corporate Finance Course: Debt and Equity in Corporate Finance
(en anglais seulement)

October 27-28, 2014 Registration Open!
MacEwan Conference & Event Centre, Calgary, AB

November 3-4, 2014 Registration Open!
CPA Canada Offices, Toronto, ON

Building on the elearning courses – "Sources of Capital 1: Preparing to Raise Capital – The Basics" and "Sources of Capital 2: Accessing Capital – The Process", this practical two-day course uses case studies to improve your understanding of the process of raising debt and capital in Canada. Course registration includes complimentary one-year access to the elearning courses.
 
2014 Corporate Finance Course: Valuation in Corporate Finance
2014 Corporate Finance Course: Valuation in Corporate Finance
(en anglais seulement)

September 15-16, 2014 Registration Open!
MacEwan Conference & Event Centre, Calgary, AB

October 6-7, 2014 Registration Open!
CPA Canada Offices, Toronto, ON

The focus of this two-day course is to provide you with applied insight into business valuation in a corporate finance context. You will learn to apply various valuation methods for a range of companies and analyze the differences in valuations between companies. Through a combination of in-class technical lectures and group work sessions using case studies, you will learn how to apply valuation concepts to real-life corporate finance transactions.

 
2014 CPA Canada's National Conference for Business Transitions
2014 CPA Canada's National Conference for Business Transitions
(en anglais seulement)

November 3-4, 2014
Renaissance Toronto Downtown Hotel, Toronto, ON
2 day Conference including general and concurrent sessions • optional Workshop November 5

New for 2014! Whether retirement is on the doorstep, 25 years away or anything in between, every business owner or practitioner should have a plan – a strategy to transition to the next stage or to plan for unexpected life events. This Conference provides a comprehensive overview featuring industry leaders providing practical insights into: understanding the process, the choices, the critical success factors, the issues and failure risks – all with a view to begin to develop a successful roadmap to the transition.

Keynote Speakers

   FREE BOOK with conference registration

 
2014 CPA Canada's Public Sector Conference
2014 CPA Canada's Public Sector Conference
(en anglais seulement)

October 6-7, 2014
Ottawa Convention Centre, Ottawa, ON

This annual event in the nation’s capital is THE place to be for all senior financial professionals in public sector and not-for-profit organizations who follow standards issued by PSAB. The Conference features a robust, multi-track agenda that allows you to customize your learning experience and includes important PSAB updates, and the most innovative practices in government financial management including costing government services, performance management, budgeting and government redesign.

NEW – Attend this event as a VIRTUAL CONFERENCE
Live from your desktop, laptop or tablet. Listen to and see the speakers, follow the PowerPoint presentation, chat with other virtual participants, take notes and ask questions of the speakers! See details below under “Virtual Conference”.

Keynote Speakers

 
Adapting to a Changed Environment: Managing HNW Relationships in the Post-Crisis Era
Adapting to a Changed Environment: Managing HNW Relationships in the Post-Crisis Era
The global effects of the financial crisis receded in 2010; however, aftershocks are still materializing in many forms, and show the fragility of the economic recovery and could still pose an obstacle to growth. While High Net Worth advisors have overwhelmingly regained the trust and confidence of HNW clients since the financial crisis, clients have become more conservative and vigilant.

The challenge today for firms advising HNW individuals is to deliver an integrated response to the individuals’ complex post-crisis needs by leveraging “Enterprise Value” to be more responsive in today’s highly competitive market. This presentation touches on the delivery of an integrated response, how this is an especially important market differentiator and how it is very different from yesterday’s firm-driven search for synergies. We will also cover what the economic drivers of wealth are, the asset allocation preferences and the implications for both individuals and firms who serve this attractive market segment. The presentation includes recently released material from the 2011 World Wealth Report by Merrill Lynch and Capgemini, the global benchmark for the HNW market.
 
Advanced HST/GST Course: Cross-Border Transactions (elearning)
Advanced HST/GST Course: Cross-Border Transactions (elearning)

(en anglais seulement)

Available Online Summer 2014 - Coming Soon!

This elearning course allows you to access a recording of the full modularized two-day live course, complete with detailed reference materials and quizzes, accessible 24/7 from your computer. It will dive into the complex HST/GST areas of non-residents and cross-border transactions. A must-attend for any practitioner or professional in industry who deals with cross-border activities. Our nationally recognized faculty will enhance your knowledge of the technical HST/GST legislation and help you implement valuable strategies while providing incredible insights into practical solutions that have been successfully applied to real client situations.

 
Advanced Insurance Strategies
Advanced Insurance Strategies
This session focuses on understanding the various mainstream and not so mainstream insurance solutions being offered to your clients. This session will review the pros and cons of three advanced strategies, explain the various risks associated with each and explain the pitfalls to watch out for. Some of these techniques assist in reducing tax bills, but more importantly, focus on helping your clients achieve their financial goals. Whether the scenario involves estate planning, tax sheltering of corporate assets, or creation of a capital dividend account – this session is designed to arm you, the trusted advisor, with enough information to help your clients make an informed decision.
 
Analyzing and Interpreting Financial Statement Relationships
Analyzing and Interpreting Financial Statement Relationships
This more advanced course is designed for finance professionals seeking to augment their understanding of traditional financial statement analysis. The course places particular emphasis on understanding of how business decisions, accounting rules and choices, as well as company and industry nuances, may influence the financial statements and, by extension, any financial analysis. Over approximately two hours, you will gain an understanding of how the financial statements are interconnected and influence each other, learn an approach to conducting financial analysis that is used by corporate finance professionals and how to apply the teachings using a brief case study. In addition, the course will provide insight on the ratios that matter most to financial stakeholders (shareholders, companies, banks, equity investors) and the current market ‘rules of thumb’ for these ratios (ie, Debt-to-EBITDA). After completing the course, you will have a greater awareness of the financial statement relationships between line items on the income statement and balance sheet, understand the many internal and external influences that underpin these financial statements, and ultimately be able to deploy an approach to financial analysis that is used by corporate finance professionals.
 
ASPE Assurance and Review Implications
ASPE Assurance and Review Implications
Accounting for the transition to ASPE is not the only consideration for enterprises and practitioners when they make the move from current GAAP. The assurance and review implications will play a very important part as entities make the transition. This session discusses issues such as: how much audit/review work should be performed on the comparative period; what sort of evidence is necessary for the fair value bump; or what sort of report should be attached. Learn from a practitioner who works with private enterprises about how the transition to ASPE will affect your assurance and review engagements.
 
Coping with Irrationality: Behavioural Finance Lessons for Investors and Advisors
Coping with Irrationality: Behavioural Finance Lessons for Investors and Advisors
While traditional finance and investment models assume all individuals are rational, behavioural finance has emerged as a framework to explain what we actually observe in a world where not all investors act rationally. In this session, we contrast traditional and behavioural finance, examine a brief history of investor irrationality, review key findings from behavioural finance research primarily related to investor psychology, and present key lessons for both investors and advisors.
 
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (elearning)
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (elearning)

(en anglais seulement) Registration Open!

Available Online Now

This eLearning course will give you a solid understanding of the governance, ethical and regulatory issues that are so important in today’s corporate finance world. Using lectures combined with case studies, you will learn about the ethical and governance issues in the Canadian regulatory environment that affect corporate finance transactions in Canada today.

 
Corporate Secretary 101 – Best Practices
Corporate Secretary 101 – Best Practices
This session provides a general overview of the role and responsibilities of the corporate secretary, a role that is often assumed by the CFO. The session also highlights key best practices to improve communications with your board, and be a better advisor.
 
CPA Canada Handbook – Accounting, CGA Student Edition (IFRS 2014 edition)
(aussi disponible en français)

Exclusively for CGA students, CPA Canada Handbook – Accounting, CGA Student Edition (IFRS 2014 edition) contains the official accounting standards, as issued by the Accounting Standards Board and updated to December 31, 2013.

 
CPA Canada Handbook – Assurance, CGA Student Edition (Release 9)
(aussi disponible en français)

Exclusively for CGA students, CPA Canada Handbook – Assurance, CGA Student Edition (Release 9) contains the official assurance standards, as issued by the Auditing and Assurance Standards Board, updated to December 31, 2013.

 
CPA Canada Handbook – Public Sector Accounting CGA Student Edition (Release 39)
(aussi disponible en français)

Exclusively for CGA students, the CPA Canada Handbook – Public Sector Accounting, CGA Student Edition (Release 39) contains standards and guidance with respect to matters of accounting and financial reporting in the public sector, as issued by the Public Sector Accounting Board (PSAB), updated to December 31, 2013.

 
CPA Magazine (en français) – À l'extérieur du Canada
CPA Magazine (en français) – À l'extérieur du Canada
(also available in English)

CPA Magazine est une nouvelle publication qui reflète l'image de marque des CPA canadiens, professionnels par excellence du milieu des affaires dans le marché mondial. Il réunit les magazines primés des organisations d’origine et présente les réflexions, les points de vue et l'expertise de notre profession unifiée.

 
CPA Magazine (en français) – Abonnement pour les étudiants
CPA Magazine (en français) – Abonnement pour les étudiants
(also available in English)

CPA Magazine est une nouvelle publication qui reflète l'image de marque des CPA canadiens, professionnels par excellence du milieu des affaires dans le marché mondial. Il réunit les magazines primés des organisations d’origine et présente les réflexions, les points de vue et l'expertise de notre profession unifiée.

 
CPA Magazine (en français) – Canada
CPA Magazine (en français) – Canada
(also available in English)

CPA Magazine est une nouvelle publication qui reflète l'image de marque des CPA canadiens, professionnels par excellence du milieu des affaires dans le marché mondial. Il réunit les magazines primés des organisations d’origine et présente les réflexions, les points de vue et l'expertise de notre profession unifiée.

 
CPA Magazine – Canada
CPA Magazine – Canada
(aussi disponible en français)

CPA Magazine is a new publication designed to project a sophisticated image of Canadian CPAs as the ultimate business professionals within a global market. It brings together the award-winning magazines of our legacy organizations, and echoes the thoughts, perspectives and expertise of our new unified membership.

 
CPA Magazine – Outside Canada
CPA Magazine – Outside Canada
(aussi disponible en français)

CPA Magazine is a new publication designed to project a sophisticated image of Canadian CPAs as the ultimate business professionals within a global market. It brings together the award-winning magazines of our legacy organizations, and echoes the thoughts, perspectives and expertise of our new unified membership.

 
CPA Magazine – Student Subscription
CPA Magazine – Student Subscription
(aussi disponible en français)

CPA Magazine is a new publication designed to project a sophisticated image of Canadian CPAs as the ultimate business professionals within a global market. It brings together the award-winning magazines of our legacy organizations, and echoes the thoughts, perspectives and expertise of our new unified membership.

 
Economic Outlook: Canada and Beyond
Economic Outlook: Canada and Beyond
The global credit crunch continues to reverberate four years later, and looks set to remain the dominant theme for years to come on matters as diverse as the strength of the Canadian dollar, the level of interest rates, access to credit, the conduct of fiscal policy and the interplay between developed and developing nations. While Canada has been less affected than most, it has not been entirely unscathed. All of this presents both challenges and opportunities.
 
Enterprise Risk Oversight
Enterprise Risk Oversight
The role of the Board with regard to risk oversight is increasingly challenging. Boards are wrestling with what information is required from management on particular risks, how often the information is required and how to ensure they are receiving all the information they need. Learn from an experienced risk management executive about how to best handle this important responsibility, how to get the most relevant material into the hands of your board and, in particular, how to motivate your board to be more actively involved in overseeing risk.
 
Fiduciary Responsibility: A Global Revolution or Evolution?
Fiduciary Responsibility: A Global Revolution or Evolution?
There are dramatic changes taking place in fiduciary trends and responsibilities around the world. These changes are due in part to spectacular frauds like Madoff as well as heightened economic and market uncertainty. As a result, the term “fiduciary” is becoming everyday lexicon. What are these global trends and what impact can fiduciary standards have on your clients’ investment portfolios and their returns? How can you advise clients of the various fiduciary standards now operating in Canada and how do you explain fiduciary responsibility versus suitability? How do Canadian fiduciary standards compare to world standards? This session discusses global experiences and perspectives from the investment business and what they mean for your clients, their portfolios and your business.
 
Financial Literacy for Canadians
Financial Literacy for Canadians
Canadians are facing a growing social problem with financial roots and the Government is responding. The work of the Financial Literacy Task Force is complete and now the Government of Canada will undertake a National Strategy to implement its recommendations and champion financial literacy on behalf of all Canadians.

CAs can help in this strategy. The CA profession has the opportunity to become the fundamental driver of the economic and financial health of individual Canadians and the broader economy.

In this session, a timely report on the Financial Literacy National Strategy and CICA’s Solution are presented.
 
Helping Family Businesses Grow and Maintain Wealth
Helping Family Businesses Grow and Maintain Wealth
Family businesses have a unique set of challenges related to growing and maintaining wealth. The definition of wealth can be quite different among various members of the family. An individual’s definition of wealth can change over time. Wealth management practitioners need to understand the unique challenges of a family and then apply unique approaches to help the family achieve its wealth related goals.

In this session, practitioners will be challenged to look at wealth management in the broadest terms as well as challenged to consider complete solutions. This session also provides tools that can be taken away and used in daily practice.
 
How is my Client's Portfolio Doing?...and What Should I Advise My Client to do About It?- Plain English Advice for Helping Clients Grow Their Wealth in the Markets
How is my Client's Portfolio Doing?...and What Should I Advise My Client to do About It?- Plain English Advice for Helping Clients Grow Their Wealth in the Markets
This session provides a framework for assessing investment performance by speaking to the numbers, context, analysis, success factors and action required. We also discuss industry norms around costs, performance expectations and investor behaviour, giving the advisor a firm foundation for addressing a client’s concerns and questions on their investment accounts.
 
IFRS Technical Update - Leases
IFRS Technical Update - Leases
Accounting for leases can be complex and can have a significant impact on an organisation's financial statements. The IASB has proposed a number of fundamental changes to lease accounting that, if incorporated into a final standard, would have significant and far-reaching financial reporting implications for organizations. This session investigates the proposed changes and demonstrates the impact of these changes through the use of worked examples.
 
Manuel de comptabilité de CPA Canada pour le secteur public, Édition étudiants CGA (mise à jour no 39)
(also available in English)

Réservé aux étudiants CGA, le Manuel de comptabilité de CPA Canada pour le secteur public, Édition étudiants CGA (mise à jour no 39) comprend les normes et les indications applicables en matière de comptabilité et d’information financière dans le secteur public publiées par le Conseil sur la comptabilité dans le secteur public (CCSP), mises à jour en date du 31 décembre 2013.

 
Manuel de CPA Canada – Certification, Édition étudiants CGA (mise à jour no 9)
(also available in English)

Réservé aux étudiants CGA, le Manuel de CPA Canada – Certification, Édition étudiants CGA (mise à jour no 9) comprend les normes de certification publiées par le Conseil des normes d’audit et de certification, mises à jour en date du 31 décembre 2013.

 
Manuel de CPA Canada – Comptabilité, Édition étudiants CGA (édition IFRS 2014)
(also available in English)

Réservé aux étudiants CGA, le Manuel de CPA Canada – Comptabilité, Édition étudiants CGA (édition IFRS 2014) comprend les normes comptables publiées par le Conseil des normes comptables, mises à jour en date du 31 décembre 2013.

 
OCAQ QAM/PEM Special Offer
 
Options and Opportunities for Careers in Wealth Management
Options and Opportunities for Careers in Wealth Management
Financial professionals wishing to focus more directly on the vast areas of financial planning and investment services can do so outside public practice. Many have opted to add other designations such as CFP, CLU or CFA to supplement their CA designation. This session examines some of the additional designations and review options and opportunities outside of public practice accounting including investment advisory, investment counseling, family offices, private banking, insurance/financial/estate planning, and fee-only financial planners.
 
Selecting a Money Manager – Giving Diligence its Due
Selecting a Money Manager – Giving Diligence its Due
“Crunching the numbers,” whether against benchmarks, peer universes, target returns or the like, has long been the backbone supporting the hire/fire decisions when it comes to implementing a manager structure for a portfolio. While important, quantitative analysis is only one component of the due diligence process – for why else would we have the standard disclaimer that past performance is not indicative of future performance. Indeed, quantitative analysis needs to be complemented by qualitative research to provide an assessment on the probability of achieving risk-adjusted value added performance in the future. This session highlights a 4-factor model used to guide the ranking of investment strategies.
 
Structuring HNW Assets and Liabilities: Lessons Learned from Pension Plan Managers
Structuring HNW Assets and Liabilities: Lessons Learned from Pension Plan Managers
In the same way that a pension plan manager can determine the optimal funding status and risk profile for a pension plan based on the plan’s liabilities (i.e. their future cash flow needs), optimal funding status for a HNW individual can be determined. This session reviews how institutional pension management tools can be customized for use in managing high net worth portfolios. It includes how to determine a HNW investor’s funding liability and funding status based on future cash flow needs, and the role their human capital and private business efforts play in managing the individual’s assets in relation to their future liabilities and cash flow demands. In addition, we will review how to utilize an asset/liability framework for risk management and how tax efficient investing and the use of a tax efficient framework can enhance asset returns.
 
The 10 Questions Answered by Your Client's Investment Policy Statement
The 10 Questions Answered by Your Client's Investment Policy Statement
One of the objectives of an Investment Policy Statement (IPS) is to answer important questions that investors should consider in order to manage their money wisely. This session is designed to help advisors help their clients address and answer these questions. The questions involve determining the proper level of risk, the rebalancing process, fees, responsibilities of each party, investment strategy, performance objectives, benchmarks, governance, tax issues, constraints, time horizon and manager selection criteria. This session explains the elements in a sound IPS and provide examples.
 
The Power of Personal Branding for Career Success
The Power of Personal Branding for Career Success
(aussi disponible en français)

Power up your career with this 12-chapter, step-by-step approach to focusing your “personal brand”. The self-assessment worksheets, case studies and straightforward tips will help you assess your current brand; research the brand most valued in your organization, industry or profession; build a brand that showcases your core strengths; and effectively use mentors, social media and other strategies to win in the workplace.

 
Understanding Insurance Products and Their Role in Financial Planning
Understanding Insurance Products and Their Role in Financial Planning
This session provides an overview of some of the insurance products offered by life insurance companies in the market today including life insurance, segregated funds, annuities and critical illness insurance. Common product structures and features, the taxation of these products and the role these products can play in personal financial planning are discussed. In addition, some of the issues and pitfalls to be aware of in using these products for personal financial planning are highlighted.
 
Uniform Evaluation Report 2005 and 2006
Uniform Evaluation Report 2005 and 2006

The UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2007
Uniform Evaluation Report 2007

The UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2008
Uniform Evaluation Report 2008

The 2008 UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2009
Uniform Evaluation Report 2009

The 2009 UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2010
Uniform Evaluation Report 2010

The 2010 UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2011
Uniform Evaluation Report 2011

The 2011 UFE Report will be of interest to CA students, Academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Uniform Evaluation Report 2012
Uniform Evaluation Report 2012

The 2012 UFE Report will be of interest to accounting students, academics, or anyone who wants to know the details of the Uniform Evaluation.

Includes questions and suggested solutions.

 
Where to Find Directors : A Who's Who of Chartered Professional Accountants for Board Positions
Where to Find Directors : A Who's Who of Chartered Professional Accountants for Board Positions

This publication is the source for finding the financial leadership and expertise that is required for all boards and the best resource for companies looking to improve the financial expertise of their board of directors. This directory includes the resumes of over 500 experienced CPAs that are available and qualified to be board directors.

 

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