Welcome to CPA Canada!

Accounting Standards for Private Enterprises (ASPE) Technical Update

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.

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.

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.

Comment bien g�rer votre argent - Guide pratique pour les Canadiens

Constructive Confrontation � The CFO's Obligation to Dissent

Prenez votre avenir financier en main d�s maintenant!
Bon nombre d�entre nous avons l�impression que la gestion de notre argent et de notre avenir financier est une t�che ardue dont la ma�trise nous �chappe, ce qui nous am�ne souvent � ignorer cette question ou � la remettre � plus tard. Mais il existe des solutions simples � mettre en �uvre au quotidien. Tout d�abord, il faut apprendre les notions de base, ensuite, pouvoir parler d�argent � son aise � la maison, et enfin, poser les bonnes questions � un expert financier. L�ouvrage Comment bien g�rer votre argent � Guide pratique pour les Canadiens vous aidera � mieux g�rer votre argent et vous proposera des fa�ons de vous lib�rer de vos soucis financiers.

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

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

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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 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.

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.

BUSINESS FINANCING

2008 CICA Conference on Succession Planning

Be ready to profit from the wave of business transition that is beginning in Canada. 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. Benefit from the knowledge, experience and insights of presenters who are experts in the area of succession planning including: tax issues; identification of successor or purchaser; realistic timelines; proper documentation; and communication and contingency plans. Spend two days with like minded practitioners, and youll walk away with valuable tools and proven techniques that will help you develop a strategy immediately to take advantage of the current marketplace and help your clients successfully transition their businesses. This two-day comprehensive conference is for chartered accountants and other professionals who provide services to family businesses.

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.

2010 Financial Reporting and Accounting 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.

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

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 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.

2013 Corporate Finance Course: Debt and Equity in Corporate Finance

(en anglais seulement)

October 21-22, 2013�� Registration Open!
CPA Canada Offices, Toronto, ON

October 23 - 24, 2013 �� Registration Open!
MacEwan Conference & Event Centre, Calgary, AB

Building on the e-learning courses � "Sources of Capital 1: Preparing to Raise Capital � The Basics" and "Sources of Capital 2: Accessing Capital � The Process", this practical two-day course uses case studies to improve your understanding of the process of raising debt and capital in Canada. Course registration includes complimentary one-year access to the e-learning courses.

2013 Corporate Finance Course: Valuation in Corporate Finance

(en anglais seulement)

September 23-24, 2013 ��Registration Open!
CPA Canada Offices, Toronto, ON

October 2-3, 2013�� Registration Open!
MacEwan Conference & Event Centre, Calgary, AB

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

2013 National Conference on Income Taxes for SMPs

(en anglais seulement)

October 16-18, 2013
Metro Toronto Convention Centre, Toronto, ON

This two-day income tax conference plus optional workshops, 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 series of plenary and concurrent sessions, as well as extended-length special sessions, you�ll learn from some of Canada�s most impressive tax experts and have an opportunity to share thoughts and ideas with your peers during our evening networking reception.

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.

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

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.

Canadian Business Financing Handbook, The

The Canadian Business Financing Handbook is your primary resource when you need to research the financial marketplace, identify the obstacles and pitfalls of financing, and understand the operational, legal and tax implications of financing in Canada.

Cash Management Toolkit for Small & Medium Businesses

Financial Instruments for Private Enterprises

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.

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.

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 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

Helping Your Clients Get Financing from Banks

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.

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.

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.

Outils d'aide au financement pour les PME

Outils de gestion de tr�sorerie pour les petites et moyennes entreprises

Feuille de route en mati�re de financement d�entreprises, la publication Outils d�aide au financement pour les petites et moyennes entreprises vise � aider les gestionnaires et les propri�taires d�entreprise � acc�der aux divers moyens, services et solutions de financement disponibles sur le march�, en leur indiquant notamment o� se diriger pour obtenir du financement, comment structurer une entente et comment �viter les pi�ges.

Outils de planification de la rel�ve pour les propri�taires d'entreprise

Le guide Outils de gestion de tr�sorerie pour les petites et moyennes entreprises explique �tape par �tape aux propri�taires d�entreprise le processus complet de gestion de tr�sorerie, de la gestion des rentr�es et des sorties de fonds aux activit�s connexes de planification, de contr�le et d��valuation.

Purchase & Sale of Privately-Held Businesses

La planification de la rel�ve est un processus qui consiste � explorer les options qui s�offrent � vous pour prot�ger la valeur de votre investissement durement acquis dans l�entreprise et � choisir la strat�gie de sortie qui convient pour vous, votre entreprise et votre famille. Que vous souhaitiez garder l�entreprise au sein de la famille ou en r�colter les fruits pour passer � autre chose, sa transmission est un processus dont l�organisation et la mise en �uvre n�cessitent de la r�flexion, de la planification et du temps. La publication Outils de planification de la rel�ve pour les propri�taires d�entreprise vous fournira l�information et les outils dont vous avez besoin pour mettre � ex�cution votre plan de rel�ve.

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.

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 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.

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

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.

Succession Planning Toolkit for Business Owners

2013 In-Depth Brokers and Investment Dealers Course

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.

BUSINESS LAW & COMPLIANCE

2013 Commodity Tax Symposium

(en anglais seulement)

September 30-October 1, 2013 (optional workshops September 29 and October 2)
The Westin Ottawa, Ottawa, ON

�The Symposium� is the annual national gathering place for progressive professionals working or advising in commodity taxation. Containing a series of plenary sessions, concurrent presentations and keynote speaker addresses on critical issues relating to GST, HST, PST, QST and Customs and Trade, the Symposium provides the best networking opportunities in the marketplace and access to some of the most technically impressive commodity tax experts in Canada.

(en anglais seulement)

Presented in cooperation with IIROC � � �

September 25-27, 2013

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.

2013 In-Depth Transfer Pricing Course � Part I (E-Learning)

(en anglais seulement)

Available Online Now

The CICA is proud to offer the brand new In-Depth Transfer Pricing Course - Part I (E-Learning), as Canada's premiere training course for transfer pricing professionals. This e-learning 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.

Guide sur la conformit� pour les entreprises canadiennes (GCEC)

20 Questions Businesses Should Ask About Privacy

Disponible d�s maintenant!

Le Guide sur la conformit� pour les entreprises canadiennes pr�sente une analyse compl�te mais non technique des exigences juridiques et des exigences connexes en mati�re d�administration et de conformit� qui sont impos�es aux entreprises canadiennes aujourd�hui. D�abord publi� sous le titre de Compendium du comptable, cet ouvrage est depuis plus de 15 ans la principale source d�information g�n�rale pour les entreprises canadiennes. Et pour c�l�brer, nous lui donnons une nouvelle allure, un nouveau format par sujets et un nouveau titre : le Guide sur la conformit� pour les entreprises canadiennes!

FINANCIAL & BUSINESS MANAGEMENT

20 Questions Directors should ask about Business Planning Continuity

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 que les administrateurs devraient poser sur les technologies de l�information et la planification de la poursuite des activit�s

2013 Financial Reporting in Canada under IFRSs

2013 Advanced HST/GST Course

(anglais seulement) Archive

Financial Services Topics
June 6-7, 2013 Note: As this event is now over, information is for reference purposes only.
CPA Canada Offices, Toronto, ON

This Advanced HST/GST Course in Financial Services Topics is designed for alumni of the In-Depth HST/GST Course, and other experienced indirect tax professionals who are eager to expand and clarify their existing knowledge of Financial Services.

Attendees will benefit from detailed lectures, robust reference materials and exciting class discussions led by senior Partners who are recognized thought-leaders in the financial services topics.

2013 Commodity Tax Symposium

(en anglais seulement)

Now available!

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.

2013 In-Depth HST/GST Course

(en anglais seulement) Archive

June 9-14, 2013
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.

2013 In-Depth Transfer Pricing Course � Part I (E-Learning)

(en anglais seulement)

2013 In-Depth Transfer Pricing Course � Part II (In-residence)

(en anglais seulement)

December 8-11, 2013
Niagara-on-the-Lake, ON

This four-day transfer pricing course is the first of its kind in Canada and will explore the critical transfer pricing issues and fundamental strategies that international businesses need to understand. A must-attend for dedicated transfer pricing professionals, advisors to and senior personnel of Canadian businesses with existing or planned foreign operations, as well as government personnel working in international tax. The in-residence format is a proven method of training that provides students with a chance to focus on the rigorous lectures, while working through practical case studies in small tutorial work groups.

2013 National Business and Industry Conference

(en anglais seulement)

November 20-21, 2013
Hyatt Regency, Toronto, ON

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 National Conference on Income Taxes for SMPs

(en anglais seulement)

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

Byrd & Chen�s Canadian Advanced Accounting: Second International Convergence Revised Edition 2010

An eight-book series


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

The Accounting for Successful Farm Management � Model 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)

Building Value in Your Company

Now available!

Business Valuation

The essential valuation resource for your business or practice!

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 Financing Handbook, The

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.

Comptabilit� et saine gestion d�une exploitation agricole � �tats financiers mod�les � l�intention des producteurs agricoles canadiens

Guide sur la conformit� pour les entreprises canadiennes (GCEC)

Maintenant une s�rie de huit ouvrages

	Publications pr�c�dentes de la s�rie
Pommes de terre et autres plantes de grande culture	Production laiti�re
Arbres et vignes	Production c�r�ali�re et ol�agineuse
P�pini�res et serres	Production bovine
	Production avicole
	Production porcine

La s�rie de publications Comptabilit� et saine gestion d�une entreprise agricole � �tats financiers mod�les pour les producteurs agricoles canadiens fournit un cadre g�n�ral pour la pr�sentation des r�sultats financiers des entreprises agricoles et pour l��tablissement d�une information de gestion fiable et coh�rente. En bout de ligne, l�uniformisation des pratiques en mati�re de comptabilit� et d�information financi�re au Canada pour le secteur agricole contribuera � l�am�lioration des exploitations agricoles de vos clients� et de leurs r�sultats financiers.

Publi� par l�CPA Canada (auparavant ICCA) (ICCA) et �labor� par le Conseil canadien de la gestion d�entreprise agricole (CCGEA).

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

Disponible d�s maintenant!

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.

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.

Mergers of Professional Practices: Managing the Process - A Self-Help Guide to Successful Mergers

Commentary and insight on mergers and acquisitions.

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.

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.

Purchase & Sale of Privately-Held Businesses

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.

Selling Your Private Company

FINANCIAL PLANNING

A Parent's Guide to Raising Money-Smart Kids

Guide � l'intention des parents : Apprendre la gestion financi�re � nos enfants

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.

Personal Financial Planner's Manual, The

Disponible d�s maintenant!

Le Guide � l'intention des parents : Apprendre la gestion financi�re � nos enfants est une ressource pratique con�ue pour aider les parents � expliquer � leurs enfants l�importance de l�apprentissage des questions financi�res. En guidant les parents � travers les cinq aspects de la gestion financi�re ― gagner, �conomiser, d�penser, partager et investir ―, l�ouvrage fournit des suggestions pratiques qui peuvent �tre mises en �uvre dans le cadre de l��ducation financi�re des enfants, et ce, quel que soit leur �ge.

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.

MANAGEMENT

20 Questions que les administrateurs devraient poser sur l'externalisation des services des technologies de l�information

2005 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 conference delivers the interactive and practical training IT professionals need to expand their knowledge while maintaining their competitive edge. The conference features sessions on state-of-the-art practices and management strategies presented by leading IT audit, governance and security experts.

2006 Canadian Conference on IT Audit, Governance and Security

The ideal conference for IT Audit professionals including Auditors, Chief Information Officers, Chief IT Security Officers. Chief Financial Officers with responsibility for the IT function and others with an interest in IT Audit Governance and Security matters.

2008 Canadian Conference on IT Audit, Governance and Security

This two-day conference featured keynote addresses from top IT innovators and concurrent sessions in three distinct learning tracks (IT Audit, IT Governance & IT Security).

2008 CICA Conference on Succession Planning

2008 CICA IT Solutions Conference and Showcase

This two day conference and showcase is a unique opportunity to learn about the latest advancements in IT solutions and to help you determine whats best for your business. You will hear from a variety of experts, including vendors and developers, solution providers, independent industry experts and your peers. This conference is ideal for CA's and other IT decision makers and influencers in public practice, industry and government who want to understand the latest advancements and maximize the value of their IT investment.

2009 Canadian Conference on IT Audit, Governance and Security

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

Presented in cooperation with Sauder School of Business.

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.

2010 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

2010 Financial Reporting and Accounting 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

The CICA Financial Reporting and Accounting Conference is Canada�s leading financial reporting and accounting event and provides an up-to-date and extensive review of the most critical current and emerging issues facing both publicly traded and privately held corporations in Canada. Extensive coverage of the latest developments in both IFRSs and Accounting Standards for Private Enterprises will be delivered by prominent Canadian, US, and international speakers.

2013 Advanced HST/GST Course

(anglais seulement) Archive

Financial Services Topics
June 6-7, 2013 Note: As this event is now over, information is for reference purposes only.
CPA Canada Offices, Toronto, ON

Attendees will benefit from detailed lectures, robust reference materials and exciting class discussions led by senior Partners who are recognized thought-leaders in the financial services topics.

2013 Commodity Tax Symposium

(en anglais seulement)

2013 In-Depth HST/GST Course

(en anglais seulement) Archive

Allocution : Gestion du changement : une approche globale

Cette piste audio fran�aise a �t� enregistr�e lors du Colloque sur l�information financi�re et la comptabilit� 2010, o� des services de traduction simultan�e vers le fran�ais �taient offerts.

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.

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.

Change Management Through the CFO's Lens

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

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.

Digital Analysis Tools

Digital analysis means different things to different people. The appropriate level of audit automation is also different from company to company, depending on a number of factors such as size and culture. These factors impact the appropriate type of digital analysis to put in place and the tools to utilize. This session describes the scope and range of digital analysis, the available tools and how they are used, and the future direction of digital analysis tools.

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�

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.

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

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

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.

Evaluation of Disaster Recovery Plans to Ensure Ongoing Operation of Time Sensitive Applications

With the recent increase of natural disasters, global economic breakdowns, and recovery failures of renowned companies around the world, a greater emphasis is now placed on the effectiveness and viable assurance of existing Disaster Recovery Plans. An estimated 80% of untested Disaster Recovery Plans, even professionally developed plans, fail when implemented in a crisis. Understand the components of an effective evaluation of your disaster recovery plan and how to implement that evaluation effectively.

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.

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

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.

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 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

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.

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.

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.

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

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: Change Management � A Holistic Approach

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 and Equipping Your Mobile Work Force

In the past, work was performed from a fixed location and normally took place between nine and five, Monday through Friday. Todays work activities are taking place at any time from anywhere. This requires a different set of tools as well as a different set of rules in order to maintain privacy and protect corporate information. This session provides guidance on how to manage and equip virtual workers of all kinds, from the employees occasionally working from home to the road warrior.

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.

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.

Outsourcing Part 1 � Key Components of the Contracts

Many organizations view IT Outsourcing as an integral part of their strategic objective to control operating costs, mitigate risk, and enhance shareholder value. To be successful, the IT Outsourcing activity should be well-defined and articulated in terms of setting out acceptable levels of performance and key responsibilities between both parties. This session focuses on the key components for developing an effective IT Outsourcing contract including:

Scope of service, duration and terms
Rights and responsibilities of both parties
Fee consideration and performance measurements
Ownership of intellectual capital
Controls, audits and privacy requirements
Dispute resolution processes and termination provisions
Business continuity plans and insurance

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.

Portals, SharePoint and Alternatives: What You Need to Know

Practitioners are moving to the digital environment and legislation and common sense requires us to provide a secure environment. The ability to transfer files and reports securely to and from clients, providing information to clients and ourselves when those items are available and when they are accessed, etc. has not been readily available to us with our current software/hardware facilities. The size limits of email attachments, let alone the security risks, are too significant to continue using that method of transferring files and reports. In this session you will learn about the tools available that can allow you to securely access and retrieve business content, aggregate client financial information, improve workflow with clients, offer 24/7 service and convenience and eliminate geographical barriers. You will then be in a position to consider whether to integrate this technology in your firm to improve your communication mediums and assess if it will reduce costs and improve relations with clients.

Practical Implementation of Cryptology

Would you ever send confidential information to a client or a business associate on a postcard for everyone to see as it goes from post office to post office, or from letter carrier to neighbour or office staff? If your answer is "No" then why do we continue to communicate with postcards (aka emails) in the electronic age? During this session, we explore the security risks associated with typical information use, such as email communications and storage of information in a secure manner. What are some of the risks of using our everyday business tools? What can we do to better protect ourselves and our business?

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.

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?

VAL � IT

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 including:

An overview of the Value Chain and how governance helps organizations to leverage IT investment.
A review of COBIT Manage Security control objective and how it can be positioned as a source of competitive advantage.
A review of the Val IT approach towards making the business case for investment in IT infrastructure such as security.

Examples of organizations that leveraged COBIT and Val IT for their governance value and support of their business agenda beyond compliance.

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.

Where to Find Directors : A Who's Who of Chartered 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 CAs that are available and qualified to be board directors.

PERFORMANCE MEASUREMENT

2008 CICA Conference on Succession Planning

2008 Financial Reporting and Accounting Conference

The conference that financial reporting professionals from across Canada attend for the latest authoritative information on the rapidly changing world of financial reporting and accounting. This conference is for: CAs and other professional accountants in industry and public practice; CFOs, directors of corporate accounting and financial reporting, VPs and directors of finance, other financial executives, controllers and senior accountants, investor relations professionals; corporate and securities lawyers, securities analysts, fund managers; regulators and regulatory compliance officers; auditors, public accountants and business advisors.

2009 CICA Conference on Succession Planning

Presented in cooperation with Sauder School of Business.

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

Presented in cooperation with the Canadian Association of Petroleum Producers and Sepac.

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 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 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.

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

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.

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.

Financing Considerations in Succession Planning

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.

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.

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.

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

This session discusses the new executive compensation disclosure requirements as well as the OSC�s experience in disclosures made to date.

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.

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.

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.

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

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.

PERFORMANCE REPORTING

2008 Financial Reporting and Accounting Conference

2008 National Conference for Audit Committees

Responsibilities and expectations of audit committee members are being tightly defined and increasingly regulated...and the required time commitment continues to rise. Audit committee members must play a leadership role in the areas of financial reporting, effective disclosure, corporate ethics, and regulatory compliance for their organizations. They provide the necessary oversight that is demanded today by shareholders and other stakeholder groups. Presentations are designed and delivered to develop existing and future audit committee members � providing knowledge, insight, practical perspectives, and best practices around roles and responsibilities, financial reporting and corporate governance developments, integrity and ethics, internal control, assurance and accounting standards, and current regulatory issues.

2009 Financial Reporting and Accounting Conference

2009 IFRS Conference for the Rate-regulated Industry in Canada

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

2010 IFRS Conference for Financial Statement Users

2013 Financial Reporting in Canada under IFRSs

Now available!

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.

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.

Communication de l'information d'entreprise aux parties prenantes

La monographie Communication de l�information d�entreprise aux parties prenantes vise � favoriser une communication efficace entre les soci�t�s et leurs parties prenantes en fournissant des indications utiles aux pr�parateurs de rapports d�entreprise.

Corporate Reporting to Stakeholders

CPAB Update: The Role of the Audit Committee in Improving Audit Quality

Corporate Reporting to Stakeholders aims to promote effective communication between a company and its stakeholders by providing useful guidance to preparers of corporate reports.

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.

Financial Instruments for Private Enterprises

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.

How Audit Committees Can Improve their Value Add to the Company

IASB Exposure Draft on Rate-regulated Activities � What it Means For Your Organization

L'information financi�re IFRS au Canada 2011

MD&A � To Disclose or Not to Disclose

L�ouvrage L�information financi�re IFRS au Canada 2011 traite de l�application des IFRS dans une perspective canadienne.

New Auditing Standards and the Impact on Audit Committees

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.

Performance Reporting: The Role of the Audit Committee in MD&A and Wider Reporting

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