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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 2013 Commodity Tax Symposium | (en anglais seulement)
September 30-October 1, 2013 (optional workshops September 29 and October 2)
The Westin Ottawa, Ottawa, ON
“The Symposium” is the annual national gathering place for progressive professionals working or advising in commodity taxation. Containing a series of plenary sessions, concurrent presentations and keynote speaker addresses on critical issues relating to GST, HST, PST, QST and Customs and Trade, the Symposium provides the best networking opportunities in the marketplace and access to some of the most technically impressive commodity tax experts in Canada. |
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 | | 2013 Corporate Finance Course: Debt and Equity in Corporate Finance | (en anglais seulement)
October 21-22, 2013 Registration Open!
CPA Canada Offices, Toronto, ON
October 23 - 24, 2013 Registration Open!
MacEwan Conference & Event Centre, Calgary, AB
Building on the e-learning 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 e-learning courses. |
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 | | 2013 Corporate Finance Course: Valuation in Corporate Finance | (en anglais seulement)
September 23-24, 2013 Registration Open!
CPA Canada Offices, Toronto, ON
October 2-3, 2013 Registration Open!
MacEwan Conference & Event Centre, Calgary, AB
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. |
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 | | 2013 In-Depth Tax Course – Part 3 | (en anglais seulement)
West - July 20-24, 2013
Whistler, BC
East - November 2-6, 2013
Blue Mountains, ON
This five-day, in-residence tax course provides the natural next step in training for professionals working full time in tax, who have completed the current CICA In-Depth Tax Course – Parts 1 & 2. Areas of study include: Stop Loss Rules; Amalgamations and Wind-Up Transactions, Section 55 – Butterfly Reorganizations; Foreign Affiliates; Financing Structures and Treaty Issues.
In-Depth Tax Course – Part 3 will be offered for the last time in the summer of 2014. |
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 | | 2013 Public Sector and Not-for-Profit Financial Reporting Conference | (en anglais seulement)
October 23-24, 2013
Ottawa Convention Centre, Ottawa, ON
This annual conference is dedicated to issues relevant to public sector and not-for-profit organizations that follow standards issued by the Public Sector Accounting Board (PSAB). This flagship conference will provide technical updates on key standards along with sessions addressing the most critical issues facing public sector financial reporting. This multi-tracked conference has sessions for both seasoned public sector financial professionals and those who have recently transitioned to PSAB standards. This event provides an unparalleled networking opportunity to discuss your issues and challenges with colleagues from across Canada. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | Annales de l'Évaluation uniforme de 2005 et 2006 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2007 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2008 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2009 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2010 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2011 | Les Annales de l’EFU s’adressent aux candidats à la profession de CA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme.
Le document comprend des questions et des éléments de solution. |
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 | | Annales de l'Évaluation uniforme de 2012 | Les Annales de l’EFU s’adressent aux candidats à la profession de CPA, aux universitaires et à toute personne intéressée à connaître les détails de l’Évaluation uniforme. |
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 | | 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. |
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 | | CAmagazine - À l'extérieur du Canada | | (also available in English) | CAmagazine est la première publication comptable au Canada et la source d’information privilégiée des comptables et des dirigeants financiers du Canada. Il constitue un espace d’analyse et de débat sur les questions professionnelles et financières de même que sur d’autres questions touchant les affaires. |
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 | | CAmagazine - Canada | | (also available in English) | CAmagazine est la première publication comptable au Canada et la source d’information privilégiée des comptables et des dirigeants financiers du Canada. Il constitue un espace d’analyse et de débat sur les questions professionnelles et financières de même que sur d’autres questions touchant les affaires. |
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 | | CAmagazine - Canada | | (aussi disponible en français) | CAmagazine is the leading accounting publication and preferred information source for Canadian accountants and financial executives. It provides a forum for discussion and debate on professional, financial and other business issues. |
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 | | CAmagazine - Outside Canada | | (aussi disponible en français) | CAmagazine is the leading accounting publication and preferred information source for Canadian accountants and financial executives. It provides a forum for discussion and debate on professional, financial and other business issues. |
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 | | CAmagazine – Abonnement pour les étudiants | | (also available in English) | CAmagazine est la première publication comptable au Canada et la source d’information privilégiée des comptables et des dirigeants financiers du Canada. Il constitue un espace d’analyse et de débat sur les questions professionnelles et financières de même que sur d’autres questions touchant les affaires. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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