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20 Questions Businesses Should Ask About Privacy
20 Questions Businesses Should Ask About Privacy
(aussi disponible en français)
This booklet highlights key questions a business should ask with the aim of understanding privacy risk, implementing a privacy program, managing privacy risk and obtaining privacy assurance.
 
20 Questions Directors should ask about Business Planning Continuity
20 Questions Directors should ask about Business Planning Continuity
(aussi disponible en français)
 
20 Questions que les administrateurs devraient poser sur l'externalisation des services des technologies de l’information
20 Questions que les administrateurs devraient poser sur l'externalisation des services des technologies de l’information
(also available in English)
 
20 Questions que les administrateurs devraient poser sur les technologies de l’information et la planification de la poursuite des activités
20 Questions que les administrateurs devraient poser sur les technologies de l’information et la planification de la poursuite des activités
(also available in English)
 
2009 Canadian Conference on IT Audit, Governance and Security
2009 Canadian Conference on IT Audit, Governance and Security
Co-presented by the Canadian Institute of Chartered Accountants, the Institute of Internal Auditors (IIA) — Toronto Chapter and the Information Systems Audit and Control Association (ISACA) — Toronto Chapter.

This two-day conference featured keynote addresses from top IT innovators, concurrent sessions in audit, governance, security, and other topics including IFRS impact on systems and IT solutions. This event delivered the practical training IT and financial professionals need to expand their knowledge while maintaining their competitive edge.

 
2009 CICA Conference on Succession Planning
2009 CICA Conference on Succession Planning
Presented in cooperation with Sauder School of Business.

Statistics show that between 80 and 90 percent of Canadian businesses are family-owned and less than one out of three will continue as a family operation into the second generation. This two day conference provides a comprehensive overview of succession planning with plenary and concurrent sessions, as well as a panel discussion featuring family business owners who share their experiences and lessons learned. All sessions are delivered by experienced presenters who are experts in the area of succession planning. Come away with the knowledge and skills needed to lead the transition team for optimum results.

 
2009 Financial Reporting and Accounting Conference
2009 Financial Reporting and Accounting Conference
At this years Financial Reporting and Accounting Conference expert speakers delivered interpretations and insight on current technical issues, laced with practical, real-life examples to help deal with the critical issues that are relevant to organizations.
 
2009 IFRS Conference for the Junior Oil & Gas Industry — Practical Guidance for Implementing IFRS
2009 IFRS Conference for the Junior Oil & Gas Industry — Practical Guidance for Implementing IFRS
Presented in cooperation with the Canadian Association of Petroleum Producers and Sepac.

This industry-driven conference will provide you with comprehensive knowledge of the key standards impacting the oil and gas industry, as well as, practical solutions for implementing IFRS. All sessions will be delivered with the goal of providing practical guidance for small to mid-sized oil and gas companies with limited resources for implementing IFRS.

 
2009 IFRS Conference for the Rate-regulated Industry in Canada
2009 IFRS Conference for the Rate-regulated Industry in Canada
This event is presented in cooperation with the Canadian Electricity Association, the Canadian Gas Association, and the Canadian Energy Pipeline Association. This Conference for the Rate-regulated Industry in Canada addressed the unique challenges facing the rate-regulated industry in its transition to IFRS, and is intended for anyone involved with the rate-regulated industry in Canada, including: financial professionals who work in the rate-regulated industry, public accountants, IFRS advisors, and auditors of rate-regulated organizations, regulators, financial analysts and non-financial professionals who need to understand the broad organizational impact of IFRS.

 
2009 National Conference for Audit Committees
2009 National Conference for Audit Committees
Audit Committee members of Canadian companies of all sizes are facing an unprecedented number of challenges in an environment of ever increasing complexity and regulation. This informative conference will raise your understanding of the critical issues
 
2009 National Conference on Income Taxes
2009 National Conference on Income Taxes
Some of Canadas leading income tax experts presented technical sessions on topics in vital income tax areas that deliver proven practical strategies. Learn valuable tax planning tips for maximizing opportunities for your employer, your clients and yourself!
 
2010 Corporate Finance Conference
2010 Corporate Finance Conference
This one-day conference is designed for financially literate professionals looking for an in-depth understanding of the key issues in raising capital in the current market. The panels will explore the challenges that early stage and more mature companies face in accessing various forms of capital. The panels will present and use a case study approach to promote in-depth discussion on key issues. The same basic case facts will be used throughout the day with modifications made to adjust for a company’s evolution from early stage to mature status.
 
2010 Financial Reporting and Accounting Conference
2010 Financial Reporting and Accounting Conference
This annual 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. General and concurrent sessions will be delivered by prominent Canadian, US, and international speakers.
 
2010 IFRS Conference for Financial Statement Users
2010 IFRS Conference for Financial Statement Users
This conference is dedicated specifically to financial statement users and the unique challenges that the adoption of IFRS presents for this group. Investors and other stakeholders need to be able to differentiate reported performance changes caused by the adoption of IFRS from those caused by business activities. This conference focuses on the understanding and interpretation of a set of financial statements prepared under IFRS. The conference includes technical sessions explaining the key areas of differences between Canadian GAAP and IFRS as well as the implications of moving from more "rules based" to "principle based" accounting. The conference also explores the need for effective communication among key stakeholders to ensure a smooth transition.
 
2010 National Conference for Audit Committees
2010 National Conference for Audit Committees
The National Conference for Audit Committees featured keynote addresses, plenary sessions, and panel discussions – all delivered by experienced professionals from across the country. Sessions were designed to develop existing and future audit committee members with the focus on roles and responsibilities, financial reporting and corporate governance developments, integrity and ethics, internal control, assurance and accounting standards, and current regulatory issues.
 
2010 National Conference for SME Advisors
2010 National Conference for SME Advisors
The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses.
 
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.
 
2012 Business and Industry Conference
2012 Business and Industry Conference
November 21-22, 2012, Toronto, ON

Canadian businesses expect more from senior financial officers. Success depends on possessing a combination of technical expertise and well-honed soft skills as well as being a strategic leader who will add value to the business. This unique two-day event offered a comprehensive blend of sessions providing a mix of timely technical updates and professional leadership skill-building strategies.
 
2012 Financial Reporting and Accounting Conference
2012 Financial Reporting and Accounting Conference
This annual 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. The agenda includes extensive coverage of the latest developments in both IFRSs and Accounting Standards for Private Enterprises, and panel discussions on current issues and challenges. This flagship conference also features top-of-the-line keynote speakers and sessions of broader interest. In-depth workshops addressing the most relevant and challenging topics will also be available.
 
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.
 
2013 Business and Industry Conference
2013 Business and Industry Conference
Canadian businesses expect more from senior financial officers. Gone are the days when accounting and reporting were considered their primary role. Success as a strategic leader who will add value to the business depends on possessing a combination of technical expertise with well-honed soft skills. This unique event offers a comprehensive blend of sessions providing timely technical updates and professional leadership skill-building strategies. This conference is ideal for CFOs, other senior financial executives and those aspiring to senior financial leadership. Join peers from other Canadian companies to discuss common challenges, explore parallel opportunities for efficiency gains and growth and to build your professional network.
 
2013 Financial Reporting in Canada under IFRSs
2013 Financial Reporting in Canada under IFRSs

2013 Financial Reporting in Canada under IFRSs looks at the application of IFRSs from a Canadian perspective by examining and explaining IFRSs requirements and illustrating their application using real-world extracts of financial statements from companies that have already adopted IFRSs.

 
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

 
2014 Commodity Tax Symposium – West
2014 Commodity Tax Symposium – West
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 10-11, 2014 (optional workshop March 12)
Westin Calgary Hotel, Calgary, AB

Join us for Western Canada's largest indirect tax conference, CPA Canada's Commodity Tax Symposium - West. Its revitalized agenda focuses on the most important indirect tax issues facing businesses in Western Canada and plays host to numerous general and concurrent sessions, as well as an optional workshop to help you stay on the cutting edge of the ever-changing indirect tax landscape. Be sure to mark your calendars, because you will not want to miss the great technical updates and incredible networking opportunities available to you at the Commodity Tax Symposium – West!

 
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 In-Depth HST/GST Course
2014 CPA Canada In-Depth HST/GST Course
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

June 8-13, 2014
Pillar and Post Inn, Niagara-on-the-Lake, ON

This comprehensive indirect tax training course is for the new commodity tax professional and also makes an excellent refresher for the experienced practitioner. This course is viewed as the industry standard for training, and a must-have for the serious indirect tax professional.

Our In-depth offering begins with web-based, self-study lessons to bring the students up to speed on the basics of indirect tax, and is followed-up by six days of intensive in-residence lectures and small facilitated workgroups. Each lecture is led by a respected indirect tax Partner with an excellent track record for explaining complex tax knowledge in an effective format. Students are then able to instantly apply their new found knowledge in small tutorial groups which take place after each lecture.

All 2014 In-Depth HST/GST Course registrants will receive 40% off the regular price of the Commodity Tax Symposium in Ottawa this September 29-30th. Hope to see you all there! Contact Stefan Mihailovich (smihailovich@cpacanada.ca) for details.

 
2014 CPA Canada’s Conference for the Oil and Gas Industry
2014 CPA Canada’s Conference for the Oil and Gas Industry

(en anglais seulement)

November 25-26, 2014
The Metropolitan Conference Centre, Calgary, AB
2 day Conference including general and concurrent sessions

The Canadian oil and gas industry faces unique challenges in today’s environment. This industry-driven conference offers general and concurrent sessions to provide you with an opportunity to be up-to-date technically and gain an understanding of the most critical issues and current thinking facing the oil and gas industry. Sessions include: technical updates and discussions on application and interpretation of key IFRSs, legislative and regulatory standards impacting the industry; management accounting and finance issues; and sessions addressing broader areas of interest and concern for members in or serving this industry. The conference also provides a unique networking opportunity to discuss issues and challenges you face with colleagues, peers and leading industry experts from across the industry.

Keynote Speaker

 
2014 In-Depth Brokers and Investment Dealers Course
2014 In-Depth Brokers and Investment Dealers Course
(en anglais seulement) Registration Open!
Presented in cooperation with IIROC      

September 15-17, 2014
St. Andrew’s Club & Conference Centre, Toronto, ON

This top-rated course is considered the definitive training program for professionals providing audit, assurance and other services to brokers and investment dealers, and for professionals who work in a securities-broker or dealer setting. The program consists of a pre-course on-line module and in-class technical lectures with hands-on work sessions delivered by brokerage industry experts. The course provides participants with an intermediate level of knowledge of the Canadian securities industry and the operations and function of brokers and investment dealers, including regulatory requirements.
 
2014 In-Depth Transfer Pricing Course – Part I (elearning)
2014 In-Depth Transfer Pricing Course – Part I (elearning)
(en anglais seulement) Registration Open!

Available Online Now

Once you have completed Part I,
register for the In-Depth Transfer Pricing Course – Part II (In-residence) here.


CPA Canada is proud to offer the In-Depth Transfer Pricing Course - Part I (elearning), as Canada's premiere training course for transfer pricing professionals. This elearning course will provide grounding in the basic principles of Canadian transfer pricing, and help students explore some of the most critical issues that international businesses need to understand.

 
2014 In-Depth Transfer Pricing Course – Part II (In-Residence)
2014 In-Depth Transfer Pricing Course – Part II (In-Residence)
(en anglais seulement) Registration Open!

August 17-20, 2014
Sheraton on the Falls, Niagara Falls, ON

New to transfer pricing?
First register for the In-Depth Transfer Pricing Course – Part I (elearning) here.


The Part II (In-Residence) course provides four days of intensive lectures and tutorials, at a resort just outside of a major Canadian city. This proven format of lectures followed by small break-out tutorial groups will provide students an excellent opportunity to focus on the rigorous technical content, while working through practical case studies and getting a chance to network with their peers and some of the most recognized transfer pricing leaders in Canada.

 
2014 National Conference on Income Taxes for SMPs
2014 National Conference on Income Taxes for SMPs
(en anglais seulement)

October 6-7, 2014
(Optional Workshop(s) October 8)
Metro Toronto Convention Centre, Toronto, ON

This Canadian income tax conference is dedicated to giving small and medium-sized practitioners the perfect balance of practical and technical insights into the year’s most vital tax strategies and legislative changes. Featuring a number of special extended-length as well as plenary and concurrent sessions, you’ll learn from some of Canada’s most notable tax experts, and have an opportunity to share thoughts and ideas with the faculty and your peers during our special networking reception.

Early Bird registration now through July 31st (11:59 p.m. ET) to receive 10% off price!
Be sure to enter coupon code: NCIT-EB at screen “Confirm Order”.

 
2015 Advanced Corporate Finance Course
2015 Advanced Corporate Finance Course
(en anglais seulement) Registration Open!


January 21-23, 2015 and March 3-5, 2015 (two-session course)
CPA Canada Offices, Toronto, ON

The Advanced Corporate Finance Course broadens and deepens the skills and knowledge you have already gained through study and experience. It delivers practical, in-depth knowledge and experience through the use of more complex corporate finance transactions in a case-study format. You’ll see firsthand how to integrate an organization’s mission and strategic financial objectives into a value-creating corporate finance strategy.

Prerequisite: You must complete all three of these corporate finance courses to enrol in the Advanced Corporate Finance Course (Valuation; Debt and Equity; Governance, Ethical and Regulatory Issues in Corporate Finance.)

 
2015 Corporate Finance Assessment
2015 Corporate Finance Assessment
(en anglais seulement)

March 6, 2015
CPA Canada Offices, Toronto, ON

After completing both sessions of the Advanced Corporate Finance Course, you may challenge the Corporate Finance Assessment. Successful candidates may then apply to earn the prestigious CF qualification.
 
2015 CPA Canada’s Not-for-Profit Financial Executive Forum
2015 CPA Canada’s Not-for-Profit Financial Executive Forum

NEW for 2015!

(en anglais seulement)

TBD 2015
Toronto, ON
2 day Conference including general and concurrent sessions

In today's not-for-profit environment, financial executives are regarded as mission critical. Success comes from being a strategic leader whose team adds value. This requires possessing a combination of technical expertise and well-honed personal and leadership skills. Attend this NEW and unique conference to get up-to-date technically and to gain practical insights into organizational and leadership development through a comprehensive blend of sessions that will address the tough challenges facing today's not-for-profit financial executive. The conference also provides a tremendous networking opportunity to share experiences with colleagues, peers and leading industry experts from across the industry.
 
A Canadian’s Guide to Money-Smart Living
A Canadian’s Guide to Money-Smart Living
(aussi disponible en français)

E.I.F.L.E. (Excellence in Financial Literacy Education) Award Winner!

Take control of your financial future today!
Many of us feel that managing money and our financial future is hard work and out of our control, which often leads to us ignoring the issue or putting it off for another day, week or year. Simple everyday solutions are available. They start with learning the basics, being comfortable with the topic of money in the household and finally, asking a financial expert the right questions. A Canadian’s Guide to Money-Smart Living will help you understand how to live money-smart and provide you with step-by-step instructions on how to become financially free.

Special Early Bird Offer!*

Personalize the cover with your firm’s logo and/or contact information before July 31, 2014, and receive 50% off the regular price of personalization! Contact a sales representative at 1-855-769-0905 or sales@cpacanada.ca or view the order form for more information.

 
A New Look at Control and Joint Control: How Will IFRS 10, 11 and 12 Change Your Financial Statements and Disclosures?
A New Look at Control and Joint Control: How Will IFRS 10, 11 and 12 Change Your Financial Statements and Disclosures?
The clock is ticking down to fiscal years starting on January 1, 2013 when the new standards on control and joint control will be applicable for Canadian companies. In this session, you will learn about the fate of proportionate consolidation and what types of joint arrangements will have to be accounted for using the equity method. After the session, you will understand more about the new control model and common types of investments which may require consolidation for the first time or deconsolidation under the new guidance. Learn some practical tips about where the challenges lie, especially relating to transition and the impact on your 2012 comparatives, and understand more about the comprehensive new disclosure requirements.
 
A Parent's Guide to Raising Money-Smart Kids
A Parent's Guide to Raising Money-Smart Kids
(aussi disponible en français)

Now available!

A Parent’s Guide to Raising Money-Smart Kids is a practical resource to help parents explain to kids the importance of learning about money. By guiding parents through the five aspects of money management – Earn, Save, Spend, Share and Invest – the book provides hands-on suggestions that parents can apply to teaching kids about money at any age.

 
A Review of 2010 Financial Statement Disclosures and What to Expect in 2011
A Review of 2010 Financial Statement Disclosures and What to Expect in 2011
Where are we now and what should financial statement users be paying attention to when reviewing 2010 financial statements? What questions should investors and other financial statement users ask? How will financial analysis be different in an IFRS world and how can you prepare yourself? Watch this session for some guidance and insight from two experienced experts.

 
A View from the South – Update on the Status of US Adoption of IFRS and SEC Reviews of IFRS Filings
A View from the South – Update on the Status of US Adoption of IFRS and SEC Reviews of IFRS Filings
This session will provide an overview of recently issued SEC reports on their IFRS work plan including details of their comments about how IFRS has been applied around the world and specifically in Canada. At this session you will also learn about common SEC comment letters relating to IFRS compliant financial statements and find out what the latest news is about when the SEC will ultimately finalize their decision regarding adoption of IFRS.
 
Accountant's Handbook of Fraud Prevention and Detection, The
Accountant's Handbook of Fraud Prevention and Detection, The

Canada’s foremost strategic fraud prevention and management guide, designed to help manage the risk of fraud, deal with suspected fraud, and protect against liability exposure.

 
Accounting for Successful Farm Management - Model Financial Statements for Canadian Agricultural Producers
Accounting for Successful Farm Management - Model Financial Statements for Canadian Agricultural Producers
(aussi disponible en français)

An eight-book series

Potatoes & Field Crops Dairy
Trees & Vines Grains & Oilseeds
Nurseries & Greenhouses Beef
Poultry
Swine

The Accounting for Successful Farm ManagementModel Financial Statements for Canadian Agricultural Producers series of publications provides a common framework for reporting the results of farm business activities and producing more consistent and reliable management information. Ultimately, the standardization of Canadian accounting and financial reporting practices in the agriculture industry will help your farm clients significantly improve operations … and the bottom line.

Published by the Chartered Professional Accountants of Canada (formerly CICA) and developed by the Canadian Farm Business Farm Management Council (CFBMC)

 
Accounting for Words
Accounting for Words
Your employees enter both numbers and words into accounting systems. Like numbers, words can be mined electronically and can provide useful insights into your organization’s financial health. For example, employees who write narrations, or attach documents with high-risk language, may be fraud risks. We’ve conducted e-mail reviews and learned that it’s motivation, opportunity and rationalization that compels employees to commit fraud, and discovered the words they use when behaving inappropriately. And those findings can be applied to the words they use in accounting systems, in places such as journal entry narrations, payment requests and expense claim descriptions. Join us as we discuss these risks and how you can mitigate them in your organization.
 
Accounting Standards for Private Enterprises (ASPE) Technical Update
Accounting Standards for Private Enterprises (ASPE) Technical Update
The session provides you with insights into significant changes being proposed, as well as into areas that have proven to be challenging in their application. We discuss the 2012 Annual Improvements Project and the package of major improvements being prepared, including employee future benefits and status of the new consolidation standard. Topics related to the application of ASPE include: long term debt classification, financial instruments and testing of goodwill for impairment, among others.
 
AcSB Update
AcSB Update
This session will provide an overview of the current priorities and activities of the Canadian Accounting Standards Board.
 
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 the full two-day course and detailed reference materials, captured and streamed directly to you and 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 HST/GST Course: Financial Services (elearning)
Advanced HST/GST Course: Financial Services (elearning)

(en anglais seulement)

Available Online Summer 2014 - Coming Soon!

This elearning course allows you to access the full two-day course and detailed reference materials, captured and streamed directly to you and accessible 24/7 from your computer. It will examine the complex and dynamic indirect tax concepts and legislation for financial institutions, services and pensions. It is a perfect complement to the CPA Canada’s In-depth HST/GST offering, and a must have for any professional who is serious about understanding financial services in the context of indirect tax. The Financial Services Course will go into great detail and look at the latest changes and developments in the important area of HST/GST and financial services. Our nationally recognized faculty will enhance your knowledge of the technical HST/GST legislation while providing incredible insights into practical solutions that have been successfully applied to real client situations.

 
Allocution : Gestion du changement : une approche globale
Allocution : Gestion du changement : une approche globale
Cette piste audio française a été enregistrée lors du Colloque sur l’information financière et la comptabilité 2010, où des services de traduction simultanée vers le français étaient offerts.
 
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.
 
Are You Getting Value From Your Professional Services Firms?
Are You Getting Value From Your Professional Services Firms?
What's the difference between purchasing professional services, such as legal or auditing, and purchasing supplies or other types of services? This session explores the benefits of taking the procurement approach to purchasing and evaluating professional services in order to get the best value for your money.
 
ASPE Technical Update – An Overview of the Top Ten Issues
ASPE Technical Update – An Overview of the Top Ten Issues

This session will cover the following "Top 10" topics relating to ASPE:

  • Key areas of change
  • Fair value and financial instruments
  • Disclosures and materiality
  • Long-term debt classification
  • Effective interest method and interest free loans
  • Employee benefit plans simple or complex
  • Business combination or asset acquisition
  • Treatment of transaction costs
  • Policy options
  • Real estate accounting
 
Audit Reform – Global Developments, the Canadian Response and Implications for Preparers
Audit Reform – Global Developments, the Canadian Response and Implications for Preparers
Since the global financial crisis in 2008-2009, various policy-makers, regulators and others have been considering changes to the financial system to promote greater financial stability and improve audit quality. Canada has an enviable reputation on the world financial stage. However Canada will not be immune to changes taking place in the U.S and Europe. To ensure Canada's voice is heard, the CICA and CPAB have put together a working group to develop an appropriate response. Two members of the working group on Audit Committees will provide commentary and analysis on the various issues under consideration and the proposed response.
 
Auditing IT Disaster Recovery Planning
Auditing IT Disaster Recovery Planning
Disasters continue to make the headlines, but while more and more companies are creating disaster recovery plans, will they be effective? An estimated 80% of untested disaster recovery plans, even professionally developed plans, fail when implemented in a crisis. Understand the components of an effective disaster recovery plan; how to evaluate it against the Canadian standard – CSA Z1600-08; and how to successfully implement that evaluation.
 
Auditing Standards are Changing Too!
Auditing Standards are Changing Too!
Find out how the Audit Report and the Engagement Letter are changing, how managements responsibilities will also change, how these changes integrate with the transition to IFRS and, ultimately, how they will affect the work of the Audit Committee.
 
Beyond Financial Statements – What Accountants Can and Should Be Doing for Their Organizations
Beyond Financial Statements – What Accountants Can and Should Be Doing for Their Organizations
Bean counter or valued member of management? With seemingly endless month, quarter and year ends, it is easy to lose sight of other skills finance professionals can bring to the management team. The presenters will discuss how they ensure they are continually contributing to the success of their organization.
 
Big Data — It's More Than Just Analyzing Lots of Data
Big Data — It's More Than Just Analyzing Lots of Data
Do you really know what "Big Data" is? Listen to Rich Lanahan from IBM define it and provide real life examples of how different types of organizations are leveraging Big Data to improve profitability.
 
Building the Business Case for IT Investments
Building the Business Case for IT Investments
All companies have a vital role to play in building business cases for IT investments, whether they be for ERP systems or new networks. Unfortunately, most business cases are not built by project professionals, but by IT people who often lack the know-how and independence to do them right. A business case is a tool that supports planning and decision-making for both operational and investment decisions. A good business case includes the methods and rationales that were used to quantify benefits and costs. It shows expected profit impact and/or cash flow consequences over a period of time. Some progress has been made in IT investments over the past five years. Before the dot.com meltdown, companies shelled out for IT just to outdo the competition or because they were mesmerized by the hype. Today, you at least need a business case before making an IT investment. Sadly, its often not worth the price of the paper it was printed on.
 
Building Value in Your Company
Building Value in Your Company

Now available!

Building Value in Your Company provides a practical, hands-on explanation of how business value is measured; how this value can be increased; and how business owners and executives can realize on that increased value by focusing on cash flow, risk management and invested capital. It shows readers how developing a competitive advantage generates intangible value, which ultimately leads to value creation.

 
Business Valuation
Business Valuation

The essential valuation resource for your business or practice!

This comprehensive guide provides an in-depth explanation of the principles, methodologies and approaches used in business valuation today. It addresses key issues frequently encountered in valuation assignments, such as minority discounts, income tax considerations and balance sheet adjustments. It also covers special topics such as the valuation of intangible assets, establishing royalty rates and deal structuring in open market transactions.

 
Byrd & Chen’s Canadian Advanced Accounting: Second International Convergence Revised Edition 2010
Byrd & Chen’s Canadian Advanced Accounting: Second International Convergence Revised Edition 2010
Written in an easy-to-understand style, Canadian Advanced Accounting will give you the background you need to prepare for the incorporation of International Financial Reporting Standards into Canadian GAAP.
 
Canadian Business Compliance Manual (CBCM)
Canadian Business Compliance Manual (CBCM)
(aussi disponible en français)

For over 25 years, small and medium-sized businesses have turned to the Canadian Business Compliance Manual for up-to-date, reliable answers to their accounting, legal and financial questions. Covering the issues that matter, it is your essential guide for critical information on the legal and business requirements, and the administrative and compliance issues every Canadian business must know.

 
Canadian Corporate Finance Manual
Canadian Corporate Finance Manual

Electronic versions are now available. Print will ship in July 2014!

The ultimate guide to business financing in Canada

The Canadian Corporate Finance Manual from CPA Canada is a new guide designed to provide an understanding of all aspects of business financing. From practitioners who require a day-to-day reference source for advising their clients – to corporate financial officers who need to maintain a current understanding of the financing marketplace, this practical guide delivers a comprehensive overview of the various aspects of finance and the choices available to address each unique situation. With real-world case studies, helpful techniques and strategies, the Manual is your roadmap to business financing success.

 
Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises, The
Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises, The
(aussi disponible en français)

The Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises provides practical information that will aid in complying with Canadian privacy legislation. Featuring a foreword by the Privacy Commissioner of Canada and an introduction by the Information and Privacy Commissioner of Ontario, it outlines the privacy issues faced by organizations in today's world of high-speed communication and massive data gathering.

 
Cash Management Toolkit for Small & Medium Businesses
Cash Management Toolkit for Small & Medium Businesses
(aussi disponible en français)

The Cash Management Toolkit for Small & Medium Businesses guides business owners step-by-step through the entire cash management process, including funds coming in, funds going out, and the planning, control and measurement of the funds themselves.

 
Change Management Through the CFO's Lens
Change Management Through the CFO's Lens
Change management is a critical skill for CFOs. This session provides best practices in change management and describes the role of the finance function in successful change management. We discuss: creating the preconditions for change; how change is a process and a commitment; how to build the business case, the alignment and the momentum; and how to measure the effectiveness of the execution of the change initiative.
 
Changing Your Real Estate Costs from Fixed to Flexible
Changing Your Real Estate Costs from Fixed to Flexible
Real estate costs are often viewed as fixed in the short term and hard to reduce in the long term. During this intimate and interactive session, we will explore how you can realize significant cost savings by taking advantage of technology, workplace design trends and working with landlords in a strategic way to meet your needs. Hear from two commercial real estate industry experts who will provide insider tips, market trends and best practices.
 
Comment bien gérer votre argent - Guide pratique pour les Canadiens
Comment bien gérer votre argent - Guide pratique pour les Canadiens
(also available in English)

Prenez votre avenir financier en main dès maintenant!
Bon nombre d’entre nous avons l’impression que la gestion de notre argent et de notre avenir financier est une tâche ardue dont la maîtrise nous échappe, ce qui nous amène souvent à ignorer cette question ou à la remettre à plus tard. Mais il existe des solutions simples à mettre en œuvre au quotidien. Tout d’abord, il faut apprendre les notions de base, ensuite, pouvoir parler d’argent à son aise à la maison, et enfin, poser les bonnes questions à un expert financier. L’ouvrage Comment bien gérer votre argent – Guide pratique pour les Canadiens vous aidera à mieux gérer votre argent et vous proposera des façons de vous libérer de vos soucis financiers.

 
Communication de l'information d'entreprise aux parties prenantes
Communication de l'information d'entreprise aux parties prenantes
(also available in English)
La monographie Communication de l’information d’entreprise aux parties prenantes vise à favoriser une communication efficace entre les sociétés et leurs parties prenantes en fournissant des indications utiles aux préparateurs de rapports d’entreprise.
 
Componentization – Capitalization Criteria and Depletion
Componentization – Capitalization Criteria and Depletion
This session provides a comprehensive overview of the capitalization criteria, accounting for depletion and the "component accounting" approach under IFRS. Throughout the session, examples of how the technical IFRS standards relate to the junior oil and gas industry is addressed. Specifically, this session focuses on the following:
  • Discussion of the capitalization criteria under IFRS, answering the question "what is eligible for capitalization?"
  • Overview of the accounting treatment for borrowing costs under IFRS
  • Comprehensive discussion of depletion and depreciation under IFRS and what it means to follow "component accounting"
  • Practical application of the IFRS guidance demonstrated through examples targeted for the junior oil and gas industry
  • Overview of related IFRS 1 "First-time Adoption of IFRS" transitional implications
 
Comptabilité et saine gestion d’une exploitation agricole — États financiers modèles à l’intention des producteurs agricoles canadiens
Comptabilité et saine gestion d’une exploitation agricole — États financiers modèles à l’intention des producteurs agricoles canadiens
(also available in English)

Maintenant une série de huit ouvrages

Publications précédentes de la série
Pommes de terre et autres plantes de grande culture Production laitière
Arbres et vignes Production céréalière et oléagineuse
Pépinières et serres Production bovine
Production avicole
Production porcine

La série de publications Comptabilité et saine gestion d’une entreprise agricole – États financiers modèles pour les producteurs agricoles canadiens fournit un cadre général pour la présentation des résultats financiers des entreprises agricoles et pour l’établissement d’une information de gestion fiable et cohérente. En bout de ligne, l’uniformisation des pratiques en matière de comptabilité et d’information financière au Canada pour le secteur agricole contribuera à l’amélioration des exploitations agricoles de vos clients… et de leurs résultats financiers.

Publié par l’CPA Canada (auparavant ICCA) (ICCA) et élaboré par le Conseil canadien de la gestion d’entreprise agricole (CCGEA).

 
Constructive Confrontation — The CFO's Obligation to Dissent
Constructive Confrontation — The CFO's Obligation to Dissent
Dealing with conflict the healthy way is a great problem solving technique which tries to achieve a balance between addressing problems and maintaining effective working relationships. As leaders the CFO is often tested with ensuring the organization has the right guiding principles. Accomplishing this involves managing the dynamics of strong opinion makers, diversity of backgrounds and even tougher problem personalities. Learning the art of constructive confrontation is about how to challenge ideas, norms and particularly behavior and performance without diminishing others and achieving a positive outcome. CFO's as leaders, directors and coaches will find that this skill will give you the best opportunity for the desired outcome with every encounter.
 
Corporate Finance  - Tax Considerations in Merger and Acquisition Transactions
Corporate Finance - Tax Considerations in Merger and Acquisition Transactions
Principles covered in Corporate Finance – Basic Taxation Principles are now applied in context of a merger and acquisition.

Designed for Chartered Accountants or corporate finance professionals who may have some general tax knowledge but who do not have specific tax experience in a corporate finance context. This course is a high-level review of some of the most common tax considerations that arise in typical corporate finance transactions. The course objective is to provide an overview of some basic tax principles so you understand relevant tax considerations and are in a better position to identify the need for specialized tax advice early in the transaction process.

By the end of this course you should be able to:
  • Understand advantages and disadvantages of an asset or share sale to both Purchaser and Vendor, and importance of modeling and planning to achieve the best result for both;
  • Understand considerations specific to the sale of private companies;
  • Understand some important acquisition planning techniques including the “bump”, exchangeable shares, debt-push down, earn-outs and non-competes; and
  • Understand key cross-border issues.
 
Corporate Finance - Basic Taxation Principles
Corporate Finance - Basic Taxation Principles
Designed for Chartered Accountants or corporate finance professionals who may have some general tax knowledge but who do not have specific tax experience in a corporate finance context. This course is a high-level review of some of the most common tax considerations that arise in typical corporate finance transactions. The course objective is to provide an overview of some basic tax principles so you understand some of the relevant tax considerations and are in a better position to identify the need for specialized tax advice early in the transaction process. By the end of the course you should be able to:
  • Understand the basic tax differences between equity and debt financings;
  • Understand the tax benefits of hybrid financing; and
  • Understand common tax issues on inbound and outbound financings
The principles covered here are then applied in the course Corporate Finance – Tax Considerations in Merger and Acquisition Transactions.
 
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (E-Learning)
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (E-Learning)

(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 Reporting to Stakeholders
Corporate Reporting to Stakeholders
(aussi disponible en français)
Corporate Reporting to Stakeholders aims to promote effective communication between a company and its stakeholders by providing useful guidance to preparers of corporate reports.
 
Corporate Taxes in the spotlight! Are you ready for questions from CRA and the media?
Corporate Taxes in the spotlight! Are you ready for questions from CRA and the media?
CFOs are receiving letters from the Canada Revenue Agency seeking face-to-face meetings to discuss corporate tax governance. The Media is reporting on aggressive tax planning being undertaken by various companies. Governments in the U.K. and the U.S. are calling corporate officials in to committee hearings to have them explain their tax payments to various jurisdictions. The Organization for Economic Cooperation and Development is highlighting areas for change in corporate taxation and G20 finance ministers are engaging on this issue. A new era has begun which puts taxes in the spotlight. This session discusses these recent developments and how you can prepare to deal with them.
 
CPA Canada's National Conference

(en anglais seulement)

Brochure

September 22-23, 2014
(Optional workshops on September 24)
Metro Toronto Convention Centre (South Building), Toronto, ON

One Powerful Experience

Mark your calendars for the premiere of CPA Canada’s National Conference, the flagship event for all CPAs, CAs, CMAs and CGAs in business and professional service firms.

This event offers tremendous value at $995 for the two-day conference!

One Powerful Network – in One Place, at One Time

CPA Canada’s National Conference will be the one opportunity to meet and network with hundreds of professional colleagues from across Canada. Networking breakfasts, sit-down lunches, and a special “coast to coast” evening reception will provide many chances to meet and discuss issues with your contemporaries from across the nation.

Prominent and Thought-Provoking Keynote Speakers

One Unparalleled Professional Development Opportunity

The rich five-track agenda enables you to customize your learning experience:

Leadership: Business gurus will be presenting the latest thinking in strategic planning, ethical leadership, innovation and communication.

Finance: Discover the latest trends in financing strategies, capital budgeting, treasury management, business valuations, and corporate finance deals.

Management Accounting: Hear the most current thinking in cost and revenue management, forecasting, budgeting and performance management.

Financial Accounting and Reporting: Two full tracks, dedicated to financial accounting and reporting, will cover all the latest updates in IFRS and ASPE, standards application, interpretation and other issues. These tracks include updates from:

  • Stephen Cooper, member of the International Accounting Standards Board
  • Cameron McInnis, Chief Accountant of the Ontario Securities Commission
  • Linda Mezon, Chair of the Canadian Accounting Standards Board

Attend one of the optional post-conference workshops
The following four workshops will be offered on Wednesday September 24, to allow a deeper dive into one of your key areas of interest:

  • Hedge Accounting – Trimming the Complexities
  • Speaking as a Leader ®
  • Bank Agreements 101 – Important Considerations when Negotiating Credit Facilities with a Lender
  • Month-ends – Tips and Tricks for a Faster Close

CPD hours

Conference - 14 CPD hours
Optional Workshop - 3 CPD hours

 
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.

 
CPAB Update: The Role of the Audit Committee in Improving Audit Quality
CPAB Update: The Role of the Audit Committee in Improving Audit Quality
One of the functions of the Audit Committee is to advise the Board regarding the selection and performance of the auditor, but the committee can also play a role in improving audit quality. This session addresses improving audit quality and provides an update on themes from CPAB roundtables with Audit Committee members, as well as CPAB Inspection findings.

 
Creating Next Generation Leaders
Creating Next Generation Leaders
For family businesses, the process of selecting and grooming a successor can be particularly challenging as parents may feel conflicting emotions in balancing the two roles of parent and owner. In this session, participants will learn how they can assist family business leaders to establish a process that provides successors with the training and grooming required and establish objective, measurable criteria to assess them.
 
Dealing with Emotions and Family Values in Succession Planning
Dealing with Emotions and Family Values in Succession Planning
This session explores how emotions and family values impact succession planning. Learn about the components of wealth and the unspoken emotional dynamics at play in succession planning. Discover how to identify and assist the entrepreneur in overcoming the three main obstacles to letting go, and learn how to help them prepare for their lives after the transition from both a legacy and life planning perspective.
 
Derisking DB Pension Plans — Getting Past Scary
Derisking DB Pension Plans — Getting Past Scary
Over the past several years, DB pension plans have caused plan sponsors to unexpectedly divert cash from core operations, report decreased earnings per share, and be distracted from running their businesses. Plan sponsors need new ways to manage their DB pension plan risks within the context of their enterprise risk management budgets. This session looks at new and emerging solutions, and provides real life examples of plan sponsor de-risking.
 
Disclosure Overload – Coping Strategies
Disclosure Overload – Coping Strategies
The purpose of financial statement note disclosures is to provide explanatory information to help the reader understand the organization's financial performance and position. However, with increasing requirements, preparation of disclosures can quickly become an overwhelming checklist exercise. This panel of preparers, auditors and regulators will provide their views on how to contend with extensive disclosure requirements and ensure an organization's disclosures are providing appropriate information to the reader.
 
Divestitures – Getting the Business Ready to Sell
Divestitures – Getting the Business Ready to Sell
Preparing a business for sale takes a great deal of time and effort. This session reviews how to help your client receive maximum value for the business by identifying the key considerations and attributes buyers examine most often, such as history of revenue, profitability and cash flows, consistent reinvestment of earnings into operations, competent management team, etc. It also provides you with strategies to help your client enhance the company’s marketability in areas such as sales and profitability, operating costs, technology, and management.
 
Does Cloud Computing Really Matter?
Does Cloud Computing Really Matter?
After enterprise resources planning systems in the late 90s and the advent of internet based commerce at the beginning of this decade, cloud computing is the new hype. The idea of cloud computing has exploded onto the technology world stage as more and more businesses openly embrace its benefits. Similar to ERPs, cloud computing’s impact extends well beyond the IT department. Many parties claim that “cloud computing” can help enterprises meet the increased requirements of lower total cost of ownership (TCO), higher return on investment (ROI), increased efficiency, dynamic provisioning and utility-like pay-as-you-go services. However, many IT professionals are citing the increased risks associated with trusting information assets in the cloud as something that must be clearly understood and managed by relevant stakeholders. This brief session, discusses the following with real life examples wherever feasible:
  • Introduction to cloud computing: Definition, Models, Benefits
  • Risks and Risk management: Risks, Risk management and compliance strategies
  • Assurance challenges
  • Implementation and governance
  • Simulation: Create a virtual data centre
  • Looking forward…

 
Don't Just Give Facts. Tell the Story.
Don't Just Give Facts. Tell the Story.
Facts and figures are an important component in decision making. But numbers on their own don't tell the whole story. Does your team need help in going beyond the numbers to develop and communicate critical information? Do you often want to ask them, "So what does it all mean?" This interactive session will give you tools to mentor your employees and teach them to: synthesize data; develop meaningful conclusions and communicate "the story" clearly and concisely.
 
e-Discovery – Making It Work for You!
e-Discovery – Making It Work for You!
The sheer volume and volatility of electronic information and the protection of privacy and privileged information is much more difficult in today’s electronic world. This session explores the concept of electronic discovery in today’s business environment across Canada. We also discuss ways organizations can be better prepared to manage electronic information – from the day the information is created or received until its destruction, through its daily use and in extraordinary circumstances like litigation and investigation. Finally, we walk through some steps and key consideration points you should be aware of in the event you have to deal with an electronic discovery order.
 
Economic Outlook: Firefighting
Economic Outlook: Firefighting
Massive risks continue to loom overtop the global economy, and will likely take years to fully resolve. Europe continues its wobbly progression towards a deeper union, China grapples with a slowing economy and credit excesses, the U.S. faces a punishing fiscal debate and Canada confronts a housing market correction. Ultimately, economic growth remains more likely than decline, but the crystal ball is unusually murky due to these challenges.
 
Email Confidentiality, Integrity & Retention Requirements
Email Confidentiality, Integrity & Retention Requirements
This interactive session provides participants with an overall understanding and answers questions regarding e-mail confidentiality, integrity and retention requirements including:
  • What is Information Security and why is messaging confidentiality and integrity important?
  • Overview of Public and Symmetrical message encryption technologies used to ensure that message confidentiality and integrity are maintained
  • Auditing messaging systems (MS Exchange, Domino)
  • WebTrust and Public Key Infrastructure (PKI) audits
  • Typical messaging system audit exposures
  • Messaging retention requirements and the growing need to maintain evidence for court
  • Beyond email: a look at Web 2.0 and Instant Messaging confidentiality, integrity and retention needs

 
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.
 
ERP Solutions – Independent Assessment
ERP Solutions – Independent Assessment
An ERP (Enterprise Resource Planning) system automates business processes across most, if not all, departments within an organization of any size or industry. Our definition of ERP encompasses accounting systems, which can automate business processes across departments within a smaller company. ERP also spans industries whether it be financial, distribution, manufacturing, public sector, construction, retail or professional services. This session positions ERP systems by size of company and industry, and will include ERP trends. We will also discuss key differentiators of the most widely used ERP systems.
 
Estate Planning Toolkit for Business Owners, The
Estate Planning Toolkit for Business Owners, The
(aussi disponible en français)

Written in clear, easy-to-understand language, The Estate Planning Toolkit for Business Owners is designed to help Canadian business owners build a successful estate plan and access the many estate planning alternatives, services and solutions available in the formal marketplace.

 
Exploration and Evaluation Assets – IFRS 6
Exploration and Evaluation Assets – IFRS 6
This session reviews the purpose and content of IFRS 6 and how it affects accounting for your exploration and evaluation (E&E) assets. Then they present and explain an IFRS compliant E&E for a hypothetical junior oil and gas issuer that seeks to minimize the changes from how they currently account for E&E assets. Concluding, the presenters identifies aspects of this hypothetical policy where issuers could adopt alternative accounting treatments and still be IFRS compliant.
 
Financial Instruments for Private Enterprises
Financial Instruments for Private Enterprises
The financial instrument standard in the Accounting Standards for Private Enterprises is unique. Developed with the requirements of preparers and users in mind, it provides cost-effective guidance to ensure consistent treatment of financial assets and liabilities. This presentation highlights the features of and discusses the transition to this new standard.
 
Financial Reporting – Investors' Views
Financial Reporting – Investors' Views
This panel session will discuss the results of a recent survey by CICA, PwC and Veritas Investment Research Corporation that looked at professional investors' views of the usefulness of financial reporting. The discussion should highlight areas where improvements are needed and suggest possible ideas to address users' issues.
 
Financial Reporting...the Moving GAAPs
Financial Reporting...the Moving GAAPs
Financial reporting standards are changing … whether you report using IFRS, Private Enterprise GAAP, Not-for-Profit GAAP, or Public Sector GAAP. Find out about the coming changes, when you can expect them and their impact on your responsibilities.
 
Financial Statement Ratio Analysis
Financial Statement Ratio Analysis
If it’s been a while since you’ve had to generate or review financial statement ratios and interpret their results, this course is for you. You will learn about the four types of ratios: activity, liquidity, solvency, and profitability; the important ratios in each category, how they are constructed, and when to use them to get the information you need. The course uses the financial statements of two major Canadian competitors and shows you how to interpret the ratios in comparing the companies.
 
Financing Considerations in Succession Planning
Financing Considerations in Succession Planning
Whether your client’s exit strategy involves a family succession, a management buy-out or a sale of the business, a key part of the succession plan is financing the change of ownership. This session explains some of the key considerations of financing succession, including how to finance intangibles such as goodwill, client lists, etc. You will also hear about the factors lenders consider when providing financing solutions.
 
Financing Panel for Private Enterprises
Financing Panel for Private Enterprises
Financing is very important to Private Enterprises. This session looks at what outside financiers will be looking for from Private Enterprises, especially in light of the new standards.
 
Financing Toolkit for Small & Medium Businesses, The
Financing Toolkit for Small & Medium Businesses, The
(aussi disponible en français)

A roadmap to business financing success, The Financing Toolkit for Small & Medium Businesses helps business owners and managers access the many financing alternatives, services and solutions available in the formal marketplace, including: where to go for financing, how to structure a deal and how to avoid the pitfalls.

 
Generational Diversity and its Impact on Engagement & Effectiveness
Generational Diversity and its Impact on Engagement & Effectiveness
Diversity has been a buzz word in organizations for decades and is now broadening to include generational diversity. In thinking about managing different generations in the workforce, the same principles apply as for any other area of diversity: it's about taking the time to understand the similarities and differences in people. Rather than developing different programs and policies for each generation, leaders need to focus on building the alignment and engagement of all employees necessary to become a high performing organization. It is important to create a work environment that provides flexibility and support for all employees. This session will explore how to address all employees' needs as well as building leaders' capabilities to inspire, develop their employees and promote openness and collaboration to ensure engagement and retention regardless of age and stage of career.
 
Getting to the Finish Line – Practical Advice to Move Your Project Forward
Getting to the Finish Line – Practical Advice to Move Your Project Forward
You have identified the differences between your current accounting practices and IFRS. Whats next? How do you move from accounting analysis to making the changes needed to implement IFRS in your organization and sustain the implementation through 2011 and beyond? This session provides practical advice on how to move your IFRS conversion to the implementation stage and includes techniques and tools used by companies who have moved into this stage, including the challenges, risks and issues encountered and how they were addressed.
 
Guide à l'intention des parents : Apprendre la gestion financière à nos enfants
Guide à l'intention des parents : Apprendre la gestion financière à nos enfants
(also available in English)

Disponible dès maintenant!

Le Guide à l'intention des parents : Apprendre la gestion financière à nos enfants est une ressource pratique conçue pour aider les parents à expliquer à leurs enfants l’importance de l’apprentissage des questions financières. En guidant les parents à travers les cinq aspects de la gestion financière ― gagner, économiser, dépenser, partager et investir ―, l’ouvrage fournit des suggestions pratiques qui peuvent être mises en œuvre dans le cadre de l’éducation financière des enfants, et ce, quel que soit leur âge.

 
Guide sur la conformité pour les entreprises canadiennes (GCEC)
Guide sur la conformité pour les entreprises canadiennes (GCEC)
(also available in English)

Disponible dès maintenant!

Le Guide sur la conformité pour les entreprises canadiennes présente une analyse complète mais non technique des exigences juridiques et des exigences connexes en matière d’administration et de conformité qui sont imposées aux entreprises canadiennes aujourd’hui. D’abord publié sous le titre de Compendium du comptable, cet ouvrage est depuis plus de 15 ans la principale source d’information générale pour les entreprises canadiennes. Et pour célébrer, nous lui donnons une nouvelle allure, un nouveau format par sujets et un nouveau titre : le Guide sur la conformité pour les entreprises canadiennes!

 
Helping Your Clients Get Financing from Banks
Helping Your Clients Get Financing from Banks
In this session, you will hear from an experienced lender about what a bank is looking for when they finance your client. You will learn how to advise your client on what the bank requires and how to help your client develop a good business plan. The presenter will also review the banks position on cash flow management and financing solution alternatives, taking into account the lifecycle stage of the business.

 
How Audit Committees Can Improve their Value Add to the Company
How Audit Committees Can Improve their Value Add to the Company
The Audit Committee mandate generally requires the committee to spend a significant amount of time ensuring that directors meet their responsibilities in respect of the preparation and disclosure of the financial statements and related reports, including internal controls. The challenge and opportunity for the Audit Committees is to also provide proactive value to the financial management of the company. This session explores some of the opportunities to add value to the company.

 
How to Deal with Legislative Compliance Efficiently & Effectively
How to Deal with Legislative Compliance Efficiently & Effectively
Establishing and maintaining an enterprise-wide framework of regulatory risk management and oversight, which is independent of the compliance activities, is critical to managing an organization’s Legislative Compliance. Organizations should take an approach to managing regulatory risk that is relevant to its size, complexity, geography, and organizational structure. This session looks at how organizations can:
  • Develop a Legislative Compliance Management (LCM) infrastructure, supporting processes, and controls to comply with regulations
  • Identify and map an organizational compliance universe (ie, relevant regulators/stakeholders)
  • Develop LCM infrastructure documentation
  • Identify systems to support compliance.

 
How to Improve the Productivity of the Audit Committee: Practical Tips and Techniques
How to Improve the Productivity of the Audit Committee: Practical Tips and Techniques
Audit committees typically have a full mandate, resulting in a heavy workload. Learn from experienced Audit Chairs the disciplines that they use to improve the overall productivity of the committee, as well as how they structure the workload, set the agenda, prioritize issues, distribute materials, use in-camera sessions and conduct the meetings.
 
IASB Exposure Draft on Rate-regulated Activities – What it Means For Your Organization
IASB Exposure Draft on Rate-regulated Activities – What it Means For Your Organization
After receiving ongoing requests for guidance from the Canadian energy industry, and realizing the importance of rate regulation in North America, the IASB has responded with its proposals on the accounting for rate-regulated activities. Insights from industry leaders on what the proposals mean, including new incremental disclosures, how they will impact your IFRS transition plan, and what you need to do today to prepare for them.

 
IASB Update (via videoconference)
IASB Update (via videoconference)
This session will discuss the overall direction and priorities of the IASB, including the key projects it is undertaking and the path forward for the IASB.
 
Identity Theft – Avoidance and Recovery
Identity Theft – Avoidance and Recovery
Identity theft is the fastest-growing non-violent crime in North America and one that can impact your personal life, finances and reputation. The protection against identity theft is a shared responsibility between individuals and companies who have responsibility over personal information. This session provides an overview of how best to protect your organization, your employees and your customers from the ever growing threat of identity theft.
 
IFRS 13 Fair Value: E-valueating the impact on both financial and non-financial assets and liabilities
IFRS 13 Fair Value: E-valueating the impact on both financial and non-financial assets and liabilities
Fair value is a pervasive concept that impacts a wide range of financial and non-financial assets and liabilities. IFRS 13 is applicable for fiscal years commencing on or after January 1, 2013 and it contains comprehensive guidance on how fair value should be determined for any standard that requires a fair value determination. Fair value may have to be calculated at initial recognition, on an ongoing basis or only periodically such as when recoverable amount is determined for impairment purposes. This session will introduce you to the types of assets and liabilities that will be most significantly impacted and what the major changes are to fair value determinations arising from IFRS 13. You will hear about which fair value calculations will require amendment and how to develop an efficient plan to apply the new requirements.
 
IFRS and IT Process Changes
IFRS and IT Process Changes
The transition to IFRS will have a number of impacts on the organization as we approach convergence. Now is the time to consider the necessary changes on the internal processes, what solutions need to be undertaken to strengthen the work employees do under the existing system and what their expectations will be under IFRS. The impact of potentially having two sets of financial systems for the convergence year will require specific attention to current processes, as errors will allow for the potentially significant reporting issues which can cascade to impact not only financial reporting but also the image of the company. This session explores the process design issues and related controls needed to ensure a smooth transition.
 
IFRS and Project Planning for Year One Convergence
IFRS and Project Planning for Year One Convergence
The implications of IFRS on the IT systems of an organization will be significant, necessitating the need to properly plan and implement the right solution to meet not only the organizational needs now, but also in the year of transition and to fully support functionality post conversion. This session explores the steps required to properly plan the IFRS transition project and evaluate potential pitfalls. If you are impacted by the IFRS conversion, this session is a must.
 
IFRS Business Combinations – Practical Solutions to the Complex Rules
IFRS Business Combinations – Practical Solutions to the Complex Rules
Over the last several years there have been many changes in the accounting and disclosures of Business Combinations whether you are using IFRS or ASPE (or US GAAP). Have you kept up with these changes? The presentation will cover an overview of the changes and what in particular are the regulators focused on when they do file reviews. Once the complexities are understood the presenter will provide some insight into what they have seen as practical solutions to address the complex accounting and disclosure rules.
 
IFRS Revenue Recognition Joint Project – Status Update and Potential Impact
IFRS Revenue Recognition Joint Project – Status Update and Potential Impact
In November 2011 the FASB and IASB ("the boards") released an updated exposure draft, Revenue from Contracts with Customers. The boards asked whether the proposed guidance is clear, and specifically requested feedback on: performance obligations satisfied over time; presentation of the effects of credit risk; recognition of variable consideration and the revenue recognition constraint; the scope of the onerous performance obligation test; disclosures in interim financial reports; and transfer of non-financial assets that are outside an entity's ordinary activities (for example, the sale of property, plant and equipment). This session will review the responses to the exposure draft, including what specific industries have also asked the boards to address or clarify in the application of the proposals to certain industry-specific issues, and will also discuss the expected timing relating to this standard.
 
IFRS Technical Update – IAS 19 Employee Benefits: Applying the New Requirements
IFRS Technical Update – IAS 19 Employee Benefits: Applying the New Requirements
In June 2011 the IASB issued amended IAS 19 Employee Benefits. The amendments to the recognition, presentation and disclosure requirements are intended to ensure that the financial statements provide a clear picture of an entity's commitments resulting from defined benefit plans. The standard also includes amendments related to termination benefits and is effective from January 1, 2013. This session will focus on the practical application of IAS 19, using examples to illustrate the implementation of the new requirements.
 
Impairments: The New Normal – Measuring Them, Recording Them, Reversing Them
Impairments: The New Normal – Measuring Them, Recording Them, Reversing Them
IFRS has brought with it a new set of rules applying to the impairment of assets. This session will explore the new rules as set forth in IAS 36 "Impairment of Assets", which requires annual impairment tests for certain assets and for any non-financial asset where there is an indicator of impairment. The discussion will include a review of qualitative triggers and quantitative measures that must be considered in assessing the potential for recording impairments, as well as those circumstances when an impairment loss should be reversed.
 
Implementing Green Computing into Your IS Strategy
Implementing Green Computing into Your IS Strategy
Around the world, organizations are faced with the need to cut back on their use of resources, reduce greenhouse gas emissions, and find ways to hedge against escalating and volatile energy prices. IT infrastructure and data centres are commonly recognized as some of the largest consumers of power around the world, and are a significant source of greenhouse gas emissions. Many IT organizations have already begun to develop initiatives to reduce their energy use, but have yet to develop a green IT strategy or to embed green thinking in their day-to-day activities. Companies can reduce their energy use and carbon emissions in a variety of ways, including server virtualization, load balancing and efficient data-centre floors. They can also achieve such reductions through green strategies beyond the hardware level – such as in software development and desktop maintenance programs.
 
Influencing Business Strategy — The Soft Skills Behind the Numbers
Influencing Business Strategy — The Soft Skills Behind the Numbers
Companies develop business strategies to drive their organizations to succeed. The CFO and the finance team play an important role in developing and operationalizing the strategic plan. They bring their strengths such as financial acumen, process and project management, risk identification and mitigation to the table, but they need to bring soft skills as well. Finance, with its cross-functional and departmental relationships, can influence the process and collaborate with other departments to help in the success of developing and implementing the business strategy. In this closing session, you will learn how to use your soft skills strengths in working with the Board, the "C" level office, and the operational groups to drive strategic success.
 
Integrated Business Audit with IT Audit
Integrated Business Audit with IT Audit
In todays world, organizations are using an integrated audit approach for a more "holistic approach". While not new, this approach can be rewarding, yet time consuming, due to the complexity of the environment. Hear some of the challenges and benefits of integrated auditing at Toronto Hydro Corporation, including the use of tools such as ACL to generate anomalies/red flags for further investigation.

 
International Financial Reporting Standards (IFRSs) – A Briefing for Canadian Chief Executives, Audit Committees & Boards of Directors 2011
International Financial Reporting Standards (IFRSs) – A Briefing for Canadian Chief Executives, Audit Committees & Boards of Directors 2011

These briefing notes have been specially prepared for Chief Executives, members of Audit Committees, Boards of Directors and others who want a broad overview of International Financial Reporting Standards (IFRSs) and International Accounting Standards (IASs) and of the business implications of implementing them.

 
Is the Cloud Ready for Mission Critical Apps?
Is the Cloud Ready for Mission Critical Apps?
Real estate costs are often viewed as fixed in the short term and hard to reduce in the long term. During this intimate and interactive session, we will explore how you can realize significant cost savings by taking advantage of technology, workplace design trends and working with landlords in a strategic way to meet your needs. Hear from two commercial real estate industry experts who will provide insider tips, market trends and best practices.
 
IT Outsourcing and the Challenge for Management Control
IT Outsourcing and the Challenge for Management Control
The rise of IT Outsourcing has increased the potential for corporate data loss, requiring organizations to address how best to manage their information assets. This session reviews the key issues for information asset protection relating to IT Outsourcing and how best to manage them by:
  • Correctly identifying and classifying information assets
  • Assessing the impacts of corporate governance and other industry requirements
  • Determining sources of Assurance (i.e. Internal or External Audit)
  • Value of Assurance Reports from an Outsourcer and User Perspective
 
Judgements and Estimates Under IFRS – A Primer
Judgements and Estimates Under IFRS – A Primer
The preparation of financial statements in this complex world requires management to make numerous judgements, estimates and assumptions. Further, IAS 1 Presentation of Financial Statements requires the disclosure of significant judgements made in the application of an entity's accounting policies, as well as major sources of estimation uncertainty. Disclosing the right balance of information without including immaterial items that obscure other, more critical judgements and estimates is a challenge for preparers and is currently a focus of Canada's securities regulators. This session will highlight how management can identify possible areas of material judgement and estimation uncertainty. It will also discuss approaches to "decluttering" financial statements by focusing on significant items only.
 
Justifying the IT Spend – A Business Case
Justifying the IT Spend – A Business Case
Budget reductions over the last few years have resulted in decreased spending on large IT projects. Hear tips on how to reverse that trend and win support for necessary IT spending.

 
Keynote Address - Colleen Johnston
Keynote Address - Colleen Johnston
Colleen Johnston was recently named Canada's 2012 CFO of the Year. In citing the independent board's decision Ms. Johnston was described as someone who "truly epitomizes the modern CFO by applying a strategic approach to the opportunities and challenges that arise while making significant contributions to her community" Colleen Johnston, a chartered accountant, first joined TD Bank Group in March of 2004 as Executive Vice-President, Finance Operations, after spending 15 years with Scotiabank in various senior positions. She was later appointed to TD's top financial post in November 2005. After her appointment to CFO, Ms. Johnston restructured TD Bank Group's entire finance department, seeking to focus less on numbers, more on playing key decision-making roles in the bank's most important initiatives, including TD's expansion into the U.S.
 
Keynote Address: Change Management – A Holistic Approach
Keynote Address: Change Management – A Holistic Approach
 
Know the Rules Regarding Privacy — Developing an Effective Approach
Know the Rules Regarding Privacy — Developing an Effective Approach
With PIPEDA approaching its pre-teen years (having come into force January 1, 2001), there is an expectation that organizations will have moved beyond just knowing the rules, towards effective implementation of privacy protections. In this session you will gain an understanding of key recent findings and resources issued by the Office of the Privacy Commissioner of Canada (OPC). Through this, gaining important insights into the components required for an effective privacy program, a principle factor in avoiding breaches and other incidents.
 
M & As: Bypassing the Pitfalls in Your Integration Strategy
M & As: Bypassing the Pitfalls in Your Integration Strategy
Doing the deal is the easy part. Aligning systems, cultures and personalities in a climate of uncertainty is a huge undertaking. This session will look at the dos and don'ts with post acquisition integration.
 
Malicious Insiders
Malicious Insiders
While external threats to an organizations assets continue to make the headlines, an even greater threat is posed by those with legitimate access to their information and information facilities. Whether through the unintentional loss of a sensitive document by an organization's trusted contractor to the malicious act of sabotaging a database in retaliation for being downsized – insider threats can and do materialize and often with substantial reputational and operational impacts to the company. Many organizations today do not have a complete understanding of what constitutes an insider, what can and do they have access to and how does one manage such risks. This session helps provide some thoughtful insights on how organizations can better protect their critical and sensitive information through the ongoing management of access.

 
Managing Risk in the New Economy
Managing Risk in the New Economy

The Assurance Services Development Board (ASDB) and the AICPA Assurance Services Executive Committee (ASEC) have released this booklet on risk management. Directed primarily at accounting professionals who provide or plan to provide risk services to their clients or employers, Managing Risk in the New Economy was developed by the ASDB/ASEC Risk Advisory Services Task Force to help provide a common language and framework for understanding and communicating information on risk management.

 
MD&A – To Disclose or Not to Disclose
MD&A – To Disclose or Not to Disclose
MD&A is one of the most important communication vehicles that management uses to reach its companys stakeholders. Hear differing perspectives on what should be included in your MD&A to satisfy all of your stakeholders.

 
Mergers of Professional Practices: Managing the Process - A Self-Help Guide to Successful Mergers
Mergers of Professional Practices: Managing the Process - A Self-Help Guide to Successful Mergers
Commentary and insight on mergers and acquisitions.
 
Mitigating a Key Business Risk Through Succession Planning
Mitigating a Key Business Risk Through Succession Planning
Good leadership at all levels of an organization is an irrefutable priority. In today's economy, a leadership pipeline that aligns with the overall business strategy is imperative. A succession planning process that develops a pool of individuals with critical, adaptable skills who are ready to lead when called upon is key. In this session, we use case studies to explore the importance of having a robust succession planning process, how it mitigates what CEOs tell us is their most critical business risk, and why the only way to do it right is to ensure ownership by the business – not HR. As senior finance leaders, you'll learn what investors and rating agencies are saying (and doing) about the topic; understand your role, as senior business leaders, in the succession planning process; and have a framework that you can use to mitigate the risks in your own organizations.
 
Model Agreements, Resolutions and Contracts
Model Agreements, Resolutions and Contracts

A practical collection of more than 300 sample agreements, resolutions and commercial contracts designed to assist financial professionals in both industry and public practice, who need straightforward sample agreements or other documents to meet a variety of commercial, corporate, tax and other business needs.

 
Model Financial Statements – Private Enterprises  Part II of the CICA Handbook – Accounting  (August 2013)
Model Financial Statements – Private Enterprises
Part II of the CICA Handbook – Accounting (August 2013)
(aussi disponible en français)

NOW AVAILABLE!

Are you responsible for the preparation of financial statements?

Make sure you have the practical resources you need to prepare consistent financial statements that reflect the professional standards.
Developed by L’Ordre des comptables professionnels agréés du Québec, Model Financial Statements – Private Enterprises takes into account the standards for private enterprises (ASPEs) in Part II of the CICA Handbook – Accounting * and will help financial statement preparers create consistent financial statements that reflect the professional standards.

 
Multiple Generations in the Workforce – Insight into Working Successfully with Gen X and Y
Multiple Generations in the Workforce – Insight into Working Successfully with Gen X and Y
Many good employees are leaving traditional organizations because the older, traditional workforce does not know how to manage them properly. They believe their older and more senior-ranking management neither understand their needs nor manage them properly. Unlike their parents and grandparents, Generation X and Y employees do not plan on staying with one job or company throughout their career - nor will they sacrifice their families for their job. Many times Gen X workers are characterized negatively by the older generation. Clearly, their work ethics are different, but along with their age they bring unique strengths and abilities. Our speaker shares insights on what are the differences among the generations, and how best to leverage these differences in the workplace.
 
National Business and Industry Conference
National Business and Industry Conference
(en anglais seulement)

Interested in the National Business and Industry Conference?

The National Business and Industry Conference will become part of the new, flagship “CPA Canada’s National Conference, to be held September 22-23, 2014 at the Metro Toronto Convention Centre.

CPA Canada’s National Conference will have all the content you’ve come to expect from the National Business and Industry Conference and more! Broaden and customize your professional development experience by choosing sessions from five tracks: leadership; management accounting and reporting; finance; financial accounting and reporting. And you can choose from four optional workshops to provide a deeper dive into one of your key areas of interest.

Our 2014 advisory committee will ensure your interests are a top priority. The committee is building a content rich agenda. In one conference you can choose from wide variety of sessions covering the latest in technical updates, leadership development and much more.

Learn more about CPA Canada’s National Conference then mark your calendars for this must-attend event.

Archive Event - 2013 National Business and Industry Conference
Note: As this event is now over, information below is for reference purposes only.

 
Navigating the Slippery Slope — Real Life Dilemmas Faced by Members in Industry
Navigating the Slippery Slope — Real Life Dilemmas Faced by Members in Industry
Many CAs do not realize that the nationally-harmonized Rules of Professional Conduct apply equally to all CAs, whether working in industry or public practice. In the former case, the Rules can operate to impose standards on CAs that go above and beyond practices and standards that may be prevalent in a particular industry. Messrs. Farley and Murray explore recent professional discipline cases involving CAs in industry and outline how to avoid finding yourself at the wrong end of a professional disciplinary hearing.
 
New Auditing Standards and the Impact on Audit Committees
New Auditing Standards and the Impact on Audit Committees
The Canadian Auditing and Assurance Standards Board (AASB) is adopting International Standards on Auditing (ISAs) as Canadian Auditing Standards (CAS). These changes have implications for Audit Committees. Learn about the new CAS requirements, including the greater transparency of information sharing by auditors and Audit Committees, the required dialogue and written communications that the auditor must have with the Audit Committee, and the auditors standard report.

 
New Disclosure Requirements for Executive Compensation
New Disclosure Requirements for Executive Compensation
This session discusses the new executive compensation disclosure requirements as well as the OSC’s experience in disclosures made to date.
 
Next Steps – Advice from Portfolio Managers and Investor Relations Professionals
Next Steps – Advice from Portfolio Managers and Investor Relations Professionals
A panel of portfolio managers from large investment firms, both the buy and sell side, along with investor relations representatives who have covered early adopters, discuss their plan of attack and advice for your analysis and game plan for dealing with companies transitioning to IFRS.
 
Non-GAAP Financial Measures – Disclosure Issues
Non-GAAP Financial Measures – Disclosure Issues
This session will look at the evolution of non-GAAP financial measures under IFRSs. It will discuss disclosure issues and the decision making process in determining whether a measure should be presented as a non-GAAP measure in the MD&A or as an "additional GAAP" measure inside the financial statements.
 
Operating in Emerging Markets - Effectively Managing the Associated Risks
Operating in Emerging Markets - Effectively Managing the Associated Risks
When you operate in emerging markets it is important to understand all the potential risks and effective operating policies and procedures to manage those risks. Emerging market risks include political risks such as regime change, anti-business laws and expropriation; operational risks including corruption, unpredictable law enforcement and a lack of infrastructure; and security risks including terrorism and travel risks. Cultural differences play an important role as does increased scrutiny from the North American - and to an increasing extent global - regulatory environment. This will be an interactive session to help you validate whether you have considered all the risks that you could be exposed to by operating in emerging markets and to discuss practical solutions that companies have used to manage the risks successfully.
 
Outils d'aide au financement pour les PME
Outils d'aide au financement pour les PME
(also available in English)
Feuille de route en matière de financement d’entreprises, la publication Outils d’aide au financement pour les petites et moyennes entreprises vise à aider les gestionnaires et les propriétaires d’entreprise à accéder aux divers moyens, services et solutions de financement disponibles sur le marché, en leur indiquant notamment où se diriger pour obtenir du financement, comment structurer une entente et comment éviter les pièges.
 
Outils de gestion de trésorerie pour les petites et moyennes entreprises
Outils de gestion de trésorerie pour les petites et moyennes entreprises
(also available in English)

Le guide Outils de gestion de trésorerie pour les petites et moyennes entreprises explique étape par étape aux propriétaires d’entreprise le processus complet de gestion de trésorerie, de la gestion des rentrées et des sorties de fonds aux activités connexes de planification, de contrôle et d’évaluation.

 
Outils de planification de la relève pour les propriétaires d'entreprise
Outils de planification de la relève pour les propriétaires d'entreprise
(also available in English)
La planification de la relève est un processus qui consiste à explorer les options qui s’offrent à vous pour protéger la valeur de votre investissement durement acquis dans l’entreprise et à choisir la stratégie de sortie qui convient pour vous, votre entreprise et votre famille. Que vous souhaitiez garder l’entreprise au sein de la famille ou en récolter les fruits pour passer à autre chose, sa transmission est un processus dont l’organisation et la mise en œuvre nécessitent de la réflexion, de la planification et du temps. La publication Outils de planification de la relève pour les propriétaires d’entreprise vous fournira l’information et les outils dont vous avez besoin pour mettre à exécution votre plan de relève.
 
PCI DSS Compliance Does Matter
PCI DSS Compliance Does Matter
Is your organization compliant with the 12 security standards for the Payment Card Industry (PCI)? Find out what it takes to have an effective PCI compliance strategy and audit approach.
 
Performance Reporting: The Role of the Audit Committee in MD&A and Wider Reporting
Performance Reporting: The Role of the Audit Committee in MD&A and Wider Reporting
Many public companies have developed a myriad of performance measures that are used by all levels of management to help set priorities, assess results, make investment/divest decisions and reward and compensate people. The challenge for Boards and Audit Committees is selecting which performance measures are most important, ensuring key performance metrics are accurately computed, monitoring managements performance, and then ensuring key performance measures are fairly and consistently presented, in and across the ever growing array of disclosure documents.
 
Personal Automobile Log, The
Personal Automobile Log, The
(aussi disponible en français)

Updated to reflect the revised CRA Administrative Policy, The Personal Automobile Log is designed to help those who use either their own or a leased automobile for business purposes keep complete and accurate records to support their automobile expense claims.

Special Early Bird Offer!*

Personalize the cover of The Personal Automobile Log with your firm’s logo and/or contact information before July 31, 2014, and receive 50% off the regular price of personalization! Contact a sales representative at 1-855-769-0905 or sales@cpacanada.ca or view the order form for more information.

Sold in multiples of 50. Prices displayed include shipping and handling.

 
Personal Financial Planner's Manual, The
Personal Financial Planner's Manual, The

This comprehensive, practical guide gives you finger-tip access to the myriad of facts, figures, definitions, strategies and general information required to do a financial plan today. Updates keep you current with all the changes that affect this rapidly growing field.

 
Personal Tax Planner Guide 2014-2015, The
Personal Tax Planner Guide 2014-2015, The

This practical marketing tool can be distributed to new and prospective clients to keep them informed of pertinent tax planning strategies for the current tax year.

Special Early Bird Offer!*

Personalize the cover of The Personal Tax Planner Guide with your firm’s logo and/or contact information before July 31, 2014, and receive 50% off the regular price of personalization! Contact a sales representative at 1-855-769-0905 or sales@cpacanada.ca or view the order form for more information.

Sold in multiples of 25. Price displayed includes shipping and handling.

 
Professional Services Checklist Collection
Professional Services Checklist Collection

With over 140 ready-to-use checklists, the Professional Services Checklist Collection is designed to assist you in preparing or reviewing common commercial business transactions as well as tax and financial planning engagements.

 
Property, Plant and Equipment
Property, Plant and Equipment
There are many subtle but significant differences between Canadian GAAP and IFRS requirements for accounting for property, plant and equipment. This in-depth session addresses capitalization, componentization, derecognition, impairments and decommissioning liabilities as they specifically apply to rate-regulated organizations.
 
Protecting You and Your Money: A Guide to Avoiding Identity Theft and Fraud
Protecting You and Your Money: A Guide to Avoiding Identity Theft and Fraud
(aussi disponible en français)

Now available!

PROTECT YOURSELF FROM IDENTITY THEFT AND FRAUD

Identity theft is a rapidly growing crime in Canada – mass marketing fraud alone totalled more than $52 million in 2013.

CPA Canada’s newest financial literacy publication, Protecting You and Your Money: A Guide to Avoiding Identity Theft and Fraud will help you to: protect yourself by preventing fraud, spot current scams and avoid them, recapture your life if your identity has been stolen, and find where to go for help and support.

 
Purchase & Sale of Privately-Held Businesses
Purchase & Sale of Privately-Held Businesses

A key resource for business owners, corporate executives and their professional advisors, Purchase & Sale of Privately-Held Businesses is a practical guide to managing the purchase and sale process more successfully.

 
Putting Real D&A into MD&A for Better Integration in Reporting
Putting Real D&A into MD&A for Better Integration in Reporting
An effective MD&A should connect all the areas in a business that impact performance. This session will consider how integrated reporting can contribute to improving the MD&A and will dispel the myth that integrated reporting is a combination of MD&A and CSR reporting.
 
REALpac ASPE Handbook: Recommended Accounting Practices for Real Estate Investment and Development Entities Reporting under Accounting Standards for Private Enterprises
REALpac ASPE Handbook: Recommended Accounting Practices for Real Estate Investment and Development Entities Reporting under Accounting Standards for Private Enterprises

Order your copy today!

In order to recognize the need for guidance for non-publicly accountable enterprises reporting under Accounting Standards for Private Enterprises (ASPE) rather than IFRS, REALpac is now publishing the first edition of the REALpac ASPE Handbook (“Recommended Accounting Practices for Real Estate Investment and Development Entities Reporting in Accordance with ASPE”). This Handbook blends an understanding of real estate capital and property markets and industry accounting practices with ASPE, to provide readers with a one stop source of currently acceptable ASPE accounting practices for real estate.

 
Redefining Financial Leadership for the Future
Redefining Financial Leadership for the Future
This session explores the evolving role of financial leaders in the changing Canadian workplace. Macro trends such as the four generation workforce and the increasing cultural diversity of the workplace will be addressed alongside organizational trends such as increasing complexity and greater reliance on cross-functional collaboration. The impact of these trends on finance professionals will be highlighted. A panel of leaders will share their insights about the opportunity and the responsibility for financial professionals to demonstrate a new form of leadership.
 
Registre personnel des frais d’automobile
Registre personnel des frais d’automobile
(also available in English)

Mis à jour pour refléter la politique administrative révisée de l’ARC et conçu pour aider ceux qui utilisent une automobile, achetée ou louée, à des fins d’affaires, le Registre personnel des frais d’automobile permet d’assurer un suivi quotidien, complet et exact, des dépenses relatives au véhicule, à l’appui des déductions fiscales.

Offre spéciale*
Personnalisez la page couverture du Registre personnel des frais d’automobile en y faisant inclure le logo et les coordonnées de votre cabinet avant le 31 juillet et obtenez 50 % de rabais sur le prix habituel de la personnalisation! Pour plus d’informations, communiquez avec un représentant des ventes au 1-855-769-0905 ou à ventes@cpacanada.ca ou d'afficher le formulaire de commande.

Vendu en lots de 50 exemplaires. Les prix indiqués comprennent les frais d’expédition et de manutention.

 
Reviewing Offshore Vendor Security Against ISO Standards
Reviewing Offshore Vendor Security Against ISO Standards
Auditing a third party vendor site can be a difficult task, and assessing the security of overseas sites presents a number of challenges, as well as some interesting findings, not normally present during a typical audit. Having conducted ISO audits across Asia, Europe, and North America, the speakers share their experiences and explain how to conduct overseas site audits on time and on budget.
 
Risk Management Through Insurance — How are You Using Your Capital?
Risk Management Through Insurance — How are You Using Your Capital?
Insurance has often been viewed as a necessary (and often undesirable) expense, but if used properly, it can be a very useful tool to manage and protect an organization's capital. This session will explore the economics of insurance and how it can be effectively used as a form of contingent capital, possibly freeing up capital to use elsewhere in the business. Through a better understanding of the economics of insurance, you will be better positioned to optimize your capital allocation, thus creating positive value for your corporation.
 
Risks — Run and Hide or Assess and Win
Risks — Run and Hide or Assess and Win
Every day, another crisis, undesirable event or dire warning of negative consequences grabs our attention. Pressure quickly mounts from many directions for us to ensure these risks do not befall our organization. But an organization can no more be successful with 'two hands tied behind its back' than it can by recklessly 'barrelling ahead with both eyes closed'. Our panel of experienced leaders discuss: • The balancing of risk and reward • How to articulate a risk appetite and set an appropriate culture of both risk taking and risk management • How to respond to new risk warnings and pressure from stakeholders to 'minimize risks' and whether this is even an appropriate objective • The role of the CFO and Finance in managing risks
 
Seeking Financing in a Volatile, Uncertain, Complex and Ambiguous (VUCA) World
Seeking Financing in a Volatile, Uncertain, Complex and Ambiguous (VUCA) World
A panel of industry leaders are challenged by a series of short complex cases that explore the sources of capital available to finance businesses in Canada. The panel consists of an invoice factoring lender, a banker, a venture capitalist, an angel investor and an asset lender.
 
Selling Your Point of View – Protocol Guide for the CFO
Selling Your Point of View – Protocol Guide for the CFO
As a CFO your ability to position your guidance and ensure your views get real traction is in many cases incumbent upon others' views and perceptions of your style as much as it is about the facts. Others will interpret your style and translate your message in ways you need to understand so as to have the best odds for the outcome you intend. Knowing how to adapt your style to match what is best needed by your audience to achieve these goals is a talent used by successful executives every day. In this session you will come to understand and recognize the key personality types, their specific likes/dislikes and which complimentary match of personalities best fits their ability to accept information. You will discover some techniques you can use to ensure your messages and ideas are well received by the different types and how to engage them to success.
 
Selling Your Private Company
Selling Your Private Company

This straightforward and practical guide provides business owners with a sound understanding of the stages involved in the private company sale process and what they can do when planning for and executing the sale to better achieve their personal and financial objectives.

 
Social Media — Here to Stay, So Get Educated
Social Media — Here to Stay, So Get Educated
There's no escaping social media. It's time to leave the jargon behind and understand what social media really does, why it matters and why it's not the same as advertising and PR. See examples of companies successfully using social media to create thought leadership, serve customers and handle complaints. Learn the one absolutely critical thing your company should do before getting into social media. In this session we also explore best practices for developing internal social media guidelines to maximize rewards and mitigate corporate risks.
 
Social Media: Dealing with the Business Risks
Social Media: Dealing with the Business Risks
The use of social media is growing exponentially: everyone is tweeting, using facebook and posting YouTube videos which can go viral and have serious consequences. How do organizations control their company's reputation online? How do they control employees who decide to express their dissatisfaction online? This session will explore the risks of social media, as well as the rewards, and review best practices for creating an effective social media policy.
 
Sources of Capital 1: Preparing to Raise Capital – The Basics
Sources of Capital 1: Preparing to Raise Capital – The Basics
This is the first of two financing streaming media e-learning courses. In Preparing to Raise Capital – The Basics you’ll review the basic concepts of financing and the different forms of capital that will help you determine the appropriate type of financing for your business. Armed with this knowledge, you will be able to discuss the different issues involved in strategic financial design and determining the most appropriate financial plan. The topics covered will set the foundation for the next financing e-learning course, Sources of Capital 2: Accessing Capital – The Process.
 
Sources of Capital 2: Accessing Capital – The Process
Sources of Capital 2: Accessing Capital – The Process
Building on what you learned in Sources of Capital 1: Preparing to Raise Capital – The Basics, the course Accessing Capital – The Process will address how to prepare a request for financing and to whom it should be presented. It will also explore the different issues involved with debt and equity and alternative financings.
 
Strategies for Employee Retention in Changing Demographics
Strategies for Employee Retention in Changing Demographics
This is the first time in history where four different generations (Veterans, Baby Boomers, Generations X and Y) are working side-by-side in the workplace. Each generation has its own workplace needs and each would like to get rewards specific to it. . . otherwise that generation's empolyees will leave. How does this impact you when it comes to meeting those employees' needs within your organization, especially when there are frequently different needs for each generational employee?
 
Strategy and Planning Toolkit for Small and Medium Businesses
Strategy and Planning Toolkit for Small and Medium Businesses
(aussi disponible en français)

Does your business have an effective business strategy and execution plan in place?

The Strategy and Planning Toolkit for Small and Medium Businesses is designed to provide business owners with quick access to the valuable tools they need to help both craft the right strategy for their business, and oversee its effective execution. In just over 100 pages, this practical toolkit provides a structured step-by-step process for building a comprehensive business strategy, including hands-on tools and techniques, descriptive charts and relevant tips. No business owner should be without this informative toolkit!

 
Succession Planning Toolkit for Business Owners
Succession Planning Toolkit for Business Owners
(aussi disponible en français)

Succession planning is the process of exploring your options so you can protect the value of your hard-earned business investment and choose the right exit strategy that makes sense for you, your business and your family. Whether you want to keep the business in the family or harvest the proceeds and move on, succession is a process that requires thought, planning and time to arrange and implement. Succession Planning Toolkit for Business Owners will give you the information and tools you need to help put your succession plans into action.

 
Tax Update — Know What We Know
Tax Update — Know What We Know
In this session we address emerging tax issues and planning opportunities that CFOs should be aware of in order to plan accordingly to capitalize on opportunities that remain within the tax system and manage risk.
 
The Future Direction of Canadian Accounting Standards
The Future Direction of Canadian Accounting Standards
Hear from the Chair of the Canadian Accounting Standards Board who will provide a high level overview of the Board's major upcoming projects and how these projects will impact the finance team.
 
The Successful CFO - What are the Key Challenges Facing CFO's Today?
The Successful CFO - What are the Key Challenges Facing CFO's Today?
In this session, Peter Brown will share his insights from working with CEOs and CFOs over his career and provides his views on what makes a CFO successful. Peter is joined by two outstanding and experienced CFOs representing both public and private market sectors with combined experiences in companies that started small and achieved rapid, large global growth. They will each speak from their own experiences of the challenges they faced, the lessons learned along the way and their views on what makes a CFO successful in today's uncertain world.
 
Transforming Finance for Sustainability
Transforming Finance for Sustainability
Many financial executives have been pushed aside when it comes to the "green agenda", which has been viewed as a communications or operational strategy in many companies. Like quality and other corporate-wide programs, there is a tangible, positive bottom line element to sustainability initiatives. But many CFOs, though they have these issues on their radar, have not yet fully engaged with the new risks and opportunities that the sustainability imperative presents. This is a key finding from the global survey of more than 200 CFOs recently undertaken by Deloitte. Whether in cost savings from energy or water usage, liability avoidance through environmental clean-up, lowering the cost of capital by meeting corporate responsibility standards, the financial executive must be front and centre in leading the firm's strategy development and prioritization of projects in order to drive hard costs savings as well as influence access to capital. In this session, our panelists will explore how astute financial executives can help their companies gain competitive advantage by developing strategic insights into cost, benefits, risks and, ultimately, opportunities arising from the sustainability imperative.
 
Trends in Financing
Trends in Financing
A panel of industry leaders will provide real-life examples of the trends in financing they are currently seeing. The panel represents traditional as well as non-traditional lenders.
 
Trousse sur la stratégie et la planification destinée aux PME
Trousse sur la stratégie et la planification destinée aux PME
(also available in English)

Votre entreprise dispose-t-elle d’un plan stratégique et de mise en œuvre efficace?

La Trousse sur la stratégie et la planification destinée aux PME est un ouvrage facile à consulter qui contient des outils précieux conçus pour aider les propriétaires d’entreprise non seulement à élaborer une stratégie appropriée, mais aussi à en assurer la mise en œuvre efficace. Cette trousse d’une centaine de pages présente le processus d’élaboration d’une stratégie complète étape par étape, notamment à l’aide d’outils et de techniques pratiques, de graphiques éloquents et de conseils pertinents. Cet ouvrage est un allié incontournable pour les propriétaires d’entreprise!

 
Update from the Chief Accountant of the Ontario Securities Commission
Update from the Chief Accountant of the Ontario Securities Commission
This session will address current accounting and reporting issues from the regulatory perspective, including insight into experiences with IFRS reporting, and other issues impacting the Canadian regulatory reporting environment. Conference participants from private enterprises will benefit from perspectives on issues relating to reporting requirements for business acquisitions of private companies.
 
Update from the OSC
Update from the OSC
This session addresses current financial reporting topics relevant to market participants, with a focus on those related to the corporate governance and audit committee regimes.
 
Using Graphics in Corporate Reporting
Using Graphics in Corporate Reporting
(aussi disponible en français)
Using Graphics in Corporate Reporting sets out basic principles and best practices for preparing graphics in corporate reporting. It will help management ensure that graphics are accurately and effectively portrayed in a manner that investors and other stakeholders reading corporate reports can easily understand.
 
Val IT – Capitalize on Your IT Investments Through Benefits Realization
Val IT – Capitalize on Your IT Investments Through Benefits Realization
Stat CobiT and Val IT governance frameworks can be used beyond the regulatory compliance to drive the business value. Specifically, this session presents ideas and approaches to demonstrate that investment in "good security" can become a source of competitive advantage rather than a necessary evil mandated through compliance.
 
Valuation – So What is it Worth?
Valuation – So What is it Worth?
At some point in the succession planning process, the question arises: So what is my business worth? Irrespective of whether ownership is being transferred in whole or part to a family member, management or an outside purchaser, a value must be attributed to the company. This session addresses key valuation concepts (comparing and contrasting the owner’s perceived value, fair market value, price and strategic purchaser value), valuation methodologies to determine the current value of the business and considerations for creating/maximizing value in preparation of a future sale.
 
Valuation Issues with a Chartered Business Valuator
Valuation Issues with a Chartered Business Valuator
Issues involved in valuation methodologies (i.e. rules of thumb, public company comparables, multiples of EBITDA), valuation conclusions (i.e. tests of reasonableness, implied goodwill and intangibles, market comparables), minority discounts, foregone tax shield, thin-voting shares, discounted corporate income taxes and refundable income taxes.
 
Votre argent et vous : Comment vous protéger contre la fraude et l’usurpation d’identité
Votre argent et vous : Comment vous protéger contre la fraude et l’usurpation d’identité
(also available in English)

Disponible dès maintenant!

SE PROTEGER CONTRE LA FRAUDE ET L’USURPATION D’IDENTITÉ

La fraude et l’usurpation d’identité sont en hausse au Canada. Les pertes liées uniquement à la fraude par marketing de masse ont totalisé plus de 52 millions de dollars en 2013.

Procurez-vous la toute dernière publication en matière de littératie financière de CPA Canada, intitulée Votre argent et vous : Comment vous protéger contre la fraude et l’usurpation d’identité pour apprendre : comment vous protéger grâce à la prévention; comment déceler et éviter les arnaques courantes; comment rétablir votre identité si vous avez été victime de vol d’identité; où obtenir de l’aide et du soutien.

 
What You Need to Know About Post-Retirement Plans
What You Need to Know About Post-Retirement Plans
This session provides a basic understanding of post-retirement plans, their governance, risks posed, and exit strategies. In addition, key assumptions that impact the balance sheet and cash contributions, as well as the future of post-retirement plans are discussed.
 
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.

 
Who is Driving the Retirement Planning Agenda for Your Employees?
Who is Driving the Retirement Planning Agenda for Your Employees?
The pension landscape in Canada has changed dramatically over the past decade, particularly with the rapid growth in defined contribution plans and other similar arrangements such as Group RRSPs. More and more, employers are transitioning towards these arrangements in an effort to shift some risks to plan members and reduce overall long-term program costs. In addition, the introduction of regulatory guidelines and best practice standards for DC sponsors may face include: workforce risk; program risk; reputation risk; litigation risk; and compliance or governance risk. This session will provide an overview of the trends, highlight key risks for plan sponsors, and give tips on how to mitigate these risks.
 
Who Owns Risk?
Who Owns Risk?
Our panel will discuss the question of Who Owns Risk? and will offer insights into the importance of recognizing risk management as a strategic value of the organization and how the accountability for the organization's risk may be placed within a corporate environment. Panel members representing executive management and the board will offer their unique perspectives.
 
Working Together – Finding the Balance in the Client/Auditor Relationship
Working Together – Finding the Balance in the Client/Auditor Relationship
Time pressures, complex issues and the regulatory environment can make the relationship between clients and auditors difficult to manage, but the strength of that relationship can have a significant effect on the effectiveness of both parties. This will be an interactive session using audience polling technology. A panel including auditors and clients will respond to results of live polling questions, and provide insight on how they have been able to find the right balance in the relationship.
 

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