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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.

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

 
20 Questions que les entreprises devraient poser sur la protection des renseignements personnels
20 Questions que les entreprises devraient poser sur la protection des renseignements personnels
(also available in English)

Cette publication met en relief les questions clés que l’entreprise devrait poser afin de comprendre le risque lié à la protection des renseignements personnels, de mettre en œuvre un programme de protection des renseignements personnels, de gérer le risque en question et d’obtenir une assurance à cet égard.

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

 
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.

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

 
2015 Advanced Corporate Finance Course
2015 Advanced Corporate Finance Course
(en anglais seulement)

October 28-30, 2015 and December 7-9, 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 first-hand how to integrate an organization’s mission and strategic financial objectives into a value-creating corporate finance strategy.

 
2015 Commodity Tax Symposium
2015 Commodity Tax Symposium
(en anglais seulement)

September 28-29, 2015
(plus optional pre- and post- Symposium workshops)
The Westin Ottawa, Ottawa, ON

Join Canada’s commodity tax community in celebrating 35 years of “The Symposium.” For three and a half decades, The Symposium has been the cornerstone of knowledge distribution and networking 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 will launch you to the next level of understanding, and relevance.

Stay tuned for our new Virtual Conference option! Helping you cut travel costs, without diminishing your access to expertise.

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

December 10, 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 Corporate Finance Course: Debt and Equity in Corporate Finance
2015 Corporate Finance Course: Debt and Equity in Corporate Finance
(en anglais seulement) Registration Open!

NOTIFY ME when next registration is available

May 28-29, 2015
CPA Canada offices, Toronto, ON

September 10-11, 2015
CPA Canada offices, Toronto, ON

September 17-18, 2015
Montreal, QC

October 22-23, 2015
Vancouver, BC

October 26-27, 2015
MacEwan Conference and Event Centre, Calgary, AB

Building on the elearning courses – Preparing to Raise Capital – The Basics and 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.

 
2015 Corporate Finance Course: Valuation in Corporate Finance
2015 Corporate Finance Course: Valuation in Corporate Finance
(en anglais seulement)

NOTIFY ME when next registration is available

October 19-20, 2015
Montreal, QC

October 22-23, 2015 Registration Open!
CPA Canada Offices, Toronto, ON

November 23-24, 2015
Vancouver, BC

December 7-8, 2015 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 among 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.

 
2015 CPA Canada’s Conference for the Oil and Gas Industry
2015 CPA Canada’s Conference for the Oil and Gas Industry

(en anglais seulement)

November 23-24, 2015
Calgary Telus Convention Centre, Calgary, AB

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. 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.

 
2015 Forum on U.S. State and Local Taxes for Canadian Companies
2015 Forum on U.S. State and Local Taxes for Canadian Companies
(en anglais seulement) Registration Open!

June 15-16, 2015
Ivey Tangerine Leadership Centre, Toronto, ON

Network and learn from Canadian and U.S. based experts in this 1.5-day forum on U.S. state and local taxes for Canadian companies. Leading practitioners will help you understand the tax requirements and risks of doing business, or expanding into the vastly lucrative U.S. market. Learn about the differences between Canadian and U.S. state and local taxes and about your filing, registration and remittance requirements. Also find the best way to handle tax disputes, audits and more! Have you created Nexus?

Arm yourself with the U.S. State and local tax knowledge you need to serve your company and clients better.

NEW – Attend this event VIRTUALLY
Live from your desktop, laptop or tablet. Listen to and see the speakers, follow the PowerPoint presentation, and ask questions of the speakers. See details below under Virtual Forum.
 
2015 In-Depth Brokers and Investment Dealers Course
2015 In-Depth Brokers and Investment Dealers Course
(en anglais seulement)

Presented in cooperation with IIROC      

NOTIFY ME when registration is available for 2015

October 14-16, 2015
CPA Canada Offices, 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 online 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.

 
2015 In-Depth HST/GST Course
2015 In-Depth HST/GST Course
(en anglais seulement) Registration Open!

May 31 - June 5, 2015
Marriott Niagara Falls Hotel Fallsview & Spa, Niagara Falls, ON

The industry standard for training and a must-have for the serious indirect tax professional, this comprehensive indirect tax training course is for the new commodity tax professional and offers an excellent refresher for the experienced practitioner. Our In-depth offering begins with web-based, self-study lessons to bring you up to speed on the basics of indirect tax, and 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.

A certificate will be issued to participants upon course completion.

 
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 take control of your financial future.

Personalized covers are available to promote your accounting practice

A great marketing opportunity for accountants in public practice, for a limited time you can personalize the cover of A Canadian’s Guide to Money-Smart Living with your company logo and/or contact information. Distribute this helpful guide to current and prospective clients to remind them of the insight you provide as a financial adviser throughout the year.
Contact your sales rep today! CALL: 1-855-769-0905; EMAIL: sales@cpacanada.ca

 
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.

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

 
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)

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

 
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.

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

 
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.
 
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.

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

 
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.

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

 
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.
 
British Columbia's PST: One Year Later
British Columbia's PST: One Year Later
Hear the latest on British Columbia's PST, straight from BC Finance, and Shawna Hansen as they provide balanced insight into what indirect tax professionals and the government has seen over the last year, and what to expect in the next 12 months.
 
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.

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

 
Building Value in Your Company
Building Value in Your Company

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.

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

 
Business Insights
Business Insights

Now available!

Business Insights is a practical new resource for business owners based on the popular podcast BusinessCast, which summarizes key guidance and strategies from some of North America’s top business owners and leaders.

Listen to the BusinessCast podcast.

 
Business Valuation
Business Valuation

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.

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

 
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.

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

 
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.

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

 
Canadian Corporate Finance Manual
Canadian Corporate Finance Manual

Now available!

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, Second Edition, The
Canadian Privacy and Data Security Toolkit, Second Edition, The
(aussi disponible en français)

Now available!

With a foreword written by Daniel Therrien, Privacy Commissioner of Canada, and an introduction by Dr. Ann Cavoukian, Executive Director of Ryerson University’s Privacy & Big Data Institute

The Canadian Privacy and Data Security Toolkit, Second Edition is intended to help busy professionals address the privacy and data security issues within their organizations. Providing practical information and good practices, the Toolkit will help you to better assess your organization's security risks, develop a security policy, educate employees about privacy and comply with Canadian privacy legislation.

 
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.

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

 
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.

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

 
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.
 
Characterization Issues in the Resource Industry
Characterization Issues in the Resource Industry
This session will review the fundamental issues around the commodity tax implications of a transaction, and how they are significantly impacted depending on its nature; is the property real, tangible, intangible, or if it is a supply is it of a service, property or a combination thereof?
 
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.

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

 
Commodity Tax Symposium – West 2015
Commodity Tax Symposium – West 2015
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 2-3, 2015 (optional workshop March 4)
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!

NEW – Attend this event as a VIRTUAL CONFERENCE
Live from your desktop, laptop or tablet. Listen to and see the speakers, follow the PowerPoint presentation, chat with other virtual participants, take notes and ask questions of the speakers! See details below under “Virtual Conference”.
Note: Not all concurrent sessions are available virtually. Refer to Agenda for details.

 
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.

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

 
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).

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

 
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.

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

 
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.

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

 
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.

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

 
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (Elearning)
Corporate Finance Course: Governance, Ethical and Regulatory Issues in Corporate Finance (Elearning)

(en anglais seulement) Registration Open!

Available Online Now

This self-paced 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 recorded 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.

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

 
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 Not-for-Profit Financial Executive Forum 2015
CPA Canada’s Not-for-Profit Financial Executive Forum 2015

NEW for 2015!

(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 9-10, 2015
Radisson Admiral Hotel Toronto-Harbourfront, Toronto, ON
Two-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. Successful leaders need to possess a combination of technical expertise and well-honed personal and leadership skills. Attend this NEW and unique conference to update your technical knowledge. Gain practical insights into organizational and leadership development through a 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.
 
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.

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

 
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.

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

 
Customs and Trade Update
Customs and Trade Update
Many tax professionals advise that Canada customs will accept transfer pricing studies to confirm the customs value of imported goods. Join us for this enlightening session, where we’ll cover: Key differences between transfer pricing and customs valuation; Why transfer pricing studies can’t always protect multinationals from customs valuation assessments; Why the same income tax transfer price can’t always be used for customs purposes.
 
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.

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

 
Dividend Policies Post 2008 – Are Shareholders Better or Worse Off?
Dividend Policies Post 2008 – Are Shareholders Better or Worse Off?
In an era of low interest rates, dividend paying companies have seen a resurgence in investor attention. But not all dividends are created equal nor is the simple presence of a dividend any guarantee of higher valuation. Consistent and transparent capital allocation strategies that balance corporate growth opportunities alongside capital returns to shareholders are the primary drivers of premium valuations. Through the use of many examples, this session will look at the impacts of dividend and capital allocation policies and the characteristics that different types of investors look for to help boards, CEOs and CFOs implement effective capital allocation policies to help drive and support premium long-term valuations.
 
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.
 
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

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

 
Enterprise Risk Management – Is the CFO Responsible? A Panel Discussion on Who Is Ultimately Responsible for Risk
Enterprise Risk Management – Is the CFO Responsible? A Panel Discussion on Who Is Ultimately Responsible for Risk
There are no standards that prescribe which department should own ERM. Many organizations launch the process within internal audit, but is this the most effective area to grow ERM? Other organizations align ERM with strategic planning, while others create a stand- alone risk office. With the evolving role of the CFO's office, should it own ERM?

This panel explores the important question of ERM responsibility, to weigh the benefits of various reporting lines - including the CFO. Panelists will provide a wide range of opinions to help you build an informed decision about where ERM should reside, and why.
 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.
 
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.

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

 
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!

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
If You Don't Know What to Measure, Map It! How Your Strategy Map Is the Secret to Great Performance Measurement
If You Don't Know What to Measure, Map It! How Your Strategy Map Is the Secret to Great Performance Measurement
In this session you will learn how strategy informs us of where and what to measure; how strategy maps help align the organization and direct us towards where performance gains can best be achieved; and how strategy maps become the foundation for performance communication.
 
Improving the Finance Function: Applying Lean Manufacturing Processes to the Finance Function to Enable Business-Process Improvements
Improving the Finance Function: Applying Lean Manufacturing Processes to the Finance Function to Enable Business-Process Improvements
Lean manufacturing principles and techniques can be applied to financial systems to obtain the same benefits and improved results that have been realized in manufacturing. Value stream mapping, decision trees, readiness criteria, governance processes can all be applied in business process improvement initiatives. Cost reduction and efficiency gains can be realized without affecting the value by "getting back to basics" and adopting a continuous improvement mindset for results that improve the bottom line. This session will discuss some of the tools and techniques to get you started applying lean principles in your own workplace.
 
In-Depth Transfer Pricing Course – Part II (In-Residence) 2014
In-Depth Transfer Pricing Course – Part II (In-Residence) 2014
(en anglais seulement)
Note: As this event is now over, information is for reference purposes only.

NOTIFY ME when registration is available for 2016 In-Depth Transfer Pricing Course - Part II

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.

 
Indirect Tax and Technology Systems
Indirect Tax and Technology Systems
The shifting Canadian indirect tax and global (VAT/ GST) landscape in the form of increasing indirect tax rates, legislative change and growing scrutiny by taxing authorities brings with it added risks. Many organizations are under pressure to reduce costs, streamline processes, automate activities and have higher levels of internal control. Join Iain as he discusses how businesses are can practically leverage their ERP systems and available tax technologies to support their indirect tax management and reporting needs.
 
Indirect Tax Case Law and Jurisprudence Update
Indirect Tax Case Law and Jurisprudence Update
This session dives into the most relevant developments in commodity tax jurisprudence at both the federal and provincial levels. Viewers will gain insight into the practical application of court decisions and a better understanding of their significance.
 
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.
 
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.

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

 
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.
 
ITCs and Holding Companies – An Unexpected Expense
ITCs and Holding Companies – An Unexpected Expense
The CRA have said that input tax credits (ITCs) are the #1 audit issue. For many companies the issue involves assessments of ITCs claimed on professional fees charged to holding companies within a corporate group. These assessments are often unexpected which may be because CRA’s views are not consistent with either the courts or the stated tax policy- and getting a refund is never easy! This session will review section 186 of the Excise Tax Act in some detail including related jurisprudence, administrative policy, practical issues and possible solutions.
 
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.

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

 
M&A – Avoiding the Pitfalls and Getting the Deal Done Right
M&A – Avoiding the Pitfalls and Getting the Deal Done Right
Studies tracking mergers and acquisitions indicate that somewhere between 50 to 80 percent of acquisitions destroy shareholder value for the acquirer and/or fail to meet their strategic objectives. Despite this high rate of failure, mergers continue to occur. This session focuses on two key M&A risk areas: the valuation of companies and the post-merger integration process. By the end of this session, participants will be able to: identify common M&A red flags identify the characteristics associated with value-creating acquisitions understand the pitfalls associated with common valuation techniques explain the importance of the post-merger integration process and why it often runs into trouble
 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
Model Financial Statements – Private Enterprises  Part II of the CPA Canada Handbook – Accounting (August 2014)
Model Financial Statements – Private Enterprises
Part II of the CPA Canada Handbook – Accounting (August 2014)
(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.
Model Financial Statements – Private Enterprises takes into account the standards for private enterprises (ASPEs) in Part II of the CPA Canada Handbook – Accounting and will help financial statement preparers create consistent financial statements that reflect the professional standards.

 
Moving to Customer Profitability Analysis – Costing Techniques to Better Understand and Differentiate Your Customers
Moving to Customer Profitability Analysis – Costing Techniques to Better Understand and Differentiate Your Customers
In today's hyper-competitive market, understanding customer profitability is key to long term success. Historically however, looking at customer and segment profitability has not been a priority for sales and marketing. This is where the finance organization can be a critical and active ally for revenue generation, channel optimization and segment growth. In this session, Leyland P. Brown will share with you how HP is leveraging the insight and experience of their finance organization to deliver both revenue AND gross margin growth. It is the partnership of the selling and finance organizations that has enabled deep client insight as well as identifying more challenging segments of their client base.
 
National Conference on Income Taxes for SMPs 2014
National Conference on Income Taxes for SMPs 2014
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

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.

 
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.

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

 
New Innovations in Forecasting – Integrating the Latest Technologies with the
New Innovations in Forecasting – Integrating the Latest Technologies with the
Business plans and forecasts, even the annual budget, are here to stay. As the demand for speed increases along with the need to coordinate operations across virtually all parts of the globe, the use of advanced planning and forecasting approaches is becoming a key success factor. But notwithstanding the need for advanced technologies and models, the human aspect of forecasting is critical. Executives not only want, but NEED, to embed their own judgments and perspectives into business plans and forecasts, and not rely exclusively on the output of a model.

This presentation will cover both sides of this equation: the use of new advanced planning and forecasting technologies as well as the integration of human bias and judgment into the planning and forecasting process, to ensure both accuracy and relevance.
 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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.

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

 
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.

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

 
Preparing Your Company for Sale – Start Now!
Preparing Your Company for Sale – Start Now!
The sale of a business often represents the culmination of a life's work and the single largest financial transaction for the owner. With retirement ahead, the business owner typically has multiple objectives on the sale, including maximizing after-tax sale proceeds, minimizing exposure to post-closing liabilities and, perhaps, several non-financial objectives. Advance preparation on multiple dimensions can assist greatly in achieving these objectives and minimize disruption of normal business operations while preserving flexibility throughout the sale process. For optimal effectiveness, many preparatory steps should be initiated two or three years in advance.

This session covers a wide range of matters that business owners should address in preparing for a sale and will use examples from their decades of collective experience in advising clients on business sale transactions.
 
Procurement That Pays – How Purchase Cards and Today's Technologies Streamline Processing
Procurement That Pays – How Purchase Cards and Today's Technologies Streamline Processing
Commercial cards have been an integral component of most organizations' payment strategy. With the introduction of new technologies, purchasing cards must be considered as part of a successful payment strategy now more than ever. Without compromising control, technology now allows cards to deliver compelling value to both the buying and selling organizations. This session will explain the new developments and how they can benefit your organization in terms of augmenting control, streamlining processing, increasing visibility / confidence in the use of cards and, most importantly, drive incremental revenue to your bottom line. Don't miss this opportunity to discover how to generate significant untapped benefits for your company.
 
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.

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

 
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)

EIFLE (Excellence in Financial Literacy Education) Award Winner for Adult’s Book of the Year, Risk Management!

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.

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

 
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.

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

 
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.

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

 
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.

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

 
Regulators Locking the Barn Door after the Financial Crisis Left the Market – How Regulatory Changes for Financial Institutions Affect Financing Opportunities
Regulators Locking the Barn Door after the Financial Crisis Left the Market – How Regulatory Changes for Financial Institutions Affect Financing Opportunities
One outcome from the financial crisis of 2008 is a focus by governments on the need for stronger regulation of financial intermediaries and insurance companies. As a result, regulators are increasing their demands that financial institutions meet higher standards of corporate governance, efficacy of capital (quality and amount), regulatory supervision, etc. Does this increased focus on financial regulation improve the outlook for avoiding another financial meltdown or is it simply adding a costly burden to our financial markets? In this session, the impact of the increased focus on financial regulation will be explored from different perspectives. Also discussed is whether this impact affects our domestic capital markets in a positive or negative way and why it is important to individuals, small business owners and large corporations.
 
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

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

 
Seeking Financing – A Panel Discussion of the Best Choices Available in Today's Market
Seeking Financing – A Panel Discussion of the Best Choices Available in Today's Market
This panel will examine current trends and the latest Senior and Junior Debt solutions available to mid-market companies in Canada. Panel members will focus on a variety of debt options available to borrowers with EBITDA of $5 million to $50 million, including:
  • senior debt structures incorporating nominal amortization term loans, stretch debt, as well as ABL or ABL/term loan combinations in bifurcated structures
  • junior debt alternatives from mezzanine/sub-debt to second lien to high-yield
  • unitranche facilities blending senior and junior debt in seamless facilities
  • lender appetite to fund buy-outs, refinancings and dividend recaps
  • cash flow-based enterprise value lending versus asset-backed loans (ABL)
  • terms and conditions available in today's borrower-friendly lending environment
 
Selling A Private Company, 2nd Edition
Selling A Private Company, 2nd Edition

Now available!

Selling a Private Company is a practical explanation of the processes, challenges and opportunities involved when selling a private company. It includes the Value Enhancement Framework™, a practical reference designed to help business owners understand what they can do at each stage of the sale process to maximize the company’s value and achieve their personal and financial goals.

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
Specialized HST/GST Course: Cross-Border Transactions (Elearning)
Specialized HST/GST Course: Cross-Border Transactions (Elearning)

(en anglais seulement) Registration Open!

Online Now

This elearning course allows you to access a recording of the full modularized two-day live course, complete with detailed reference materials and quizzes, accessible 24/7 from your computer. It will dive into the complex HST/GST areas of non-residents and cross-border transactions. A must 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.

 
Specialized HST/GST Course: Financial Services (Elearning)
Specialized HST/GST Course: Financial Services (Elearning)

(en anglais seulement) Registration Open!

Online Now

This elearning course allows you to access a recording of the full modularized two-day live course, complete with detailed reference materials and quizzes, accessible 24/7 from your computer. It will 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.

 
SR&ED and Beyond – Navigating the Financial Implications of Canadian Innovation Funding
SR&ED and Beyond – Navigating the Financial Implications of Canadian Innovation Funding
During this knowledge-sharing session on navigating the financial implications of Canadian innovation funding in Canada and beyond, insights will be provided into recent changes to R&D tax credit programs, such as SR&ED, and some perspective will be provided on the widespread questions and concerns surrounding the changes to the SR&ED program that took effect on January 1, 2014. In addition, participants will learn how to build a complete innovation funding strategy that encompasses grants, loans, procurement programs and tax credits as part of an overall vision for the growth of their company. The session will also touch on funding available outside Canada for companies looking to expand to the United States and beyond, including an overview of global innovation funding benchmarks.
 
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?

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

 
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.

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

 
The Accountant's Handbook of Fraud Prevention and Detection
The Accountant's Handbook of Fraud Prevention and Detection

Designed to help manage the risk of fraud, deal with suspected fraud, and protect against liability exposure, The Accountant’s Handbook of Fraud Prevention and Detection provides a comprehensive discussion of the many issues that face businesses today.

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

 
The Evolution of Variance Analysis – How to Add More Value without Crunching More Numbers
The Evolution of Variance Analysis – How to Add More Value without Crunching More Numbers
Variance analysis represents a critical tool for strategic decision-making, performance measurement and evaluation, and profitability analysis. Yet the treatment of variance calculation and interpretation varies dramatically across organizations, and many companies are not reaping all the informational benefits that variance analysis can offer. In this session, we will present a comprehensive yet parsimonious framework for the computation of both cost and revenue variances. The session will include an overview of the complete framework, a basic tutorial on how to use the framework, and a discussion of ways to adapt the framework to different accounting environments. Participants will gain an improved understanding of how variances provide critical performance information while growing their operational and financial analysis toolkits.
 
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 One National Conference 2015
Jointly presented by CPA Canada and CPA Ontario, The One is the must-attend, multi-track event of the year.


(en anglais seulement)

Preliminary Brochure

September 28-29, 2015
(optional workshops September 30)
Metro Toronto Convention Centre, Toronto, ON

EVENT DETAILS:

The One national conference is designed for all CPAs who want to be at the top of their game.

ONE powerful network
ONE unparalleled learning experience
ONE exceptional opportunity

IN ONE MULTI-TRACK EVENT, YOU WILL:
  • be brought up to date technically
  • gain an understanding of the most critical issues and current thinking happening in the profession and the relevant regulatory regimes
  • be prepared for the implications of these issues for your organizations and clients
THE ONE 2015 WILL FEATURE SIX TRACKS:
  • leadership
  • two tracks in financial reporting and accounting
  • two tracks in management accounting and finance
  • tax
PLUS optional workshops on Day-3
9:00 a.m. - 12:00 p.m.

- Bank Agreements 101 – Important Considerations When Negotiating Credit Facilities with a Lender
- Speaking as a Leader – from Staff Meetings to Board Rooms
- Turning Strategy into Action
- Revenue (IFRS 15): Taking Control of the New Control Model, One Step at a Time

KEYNOTE SPEAKERS TO DATE:

CPD hours

Conference - 14 CPD hours
Optional Workshop - 3 CPD hours

 
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.

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

 
Timing is Everything: ETA, Statutory and Common Law Mechanisms to Grant Extensions
Timing is Everything: ETA, Statutory and Common Law Mechanisms to Grant Extensions
This session explores the key time limits under the Excise Tax Act and looks at various statutory and common law mechanisms that provide potential solutions when the applicable time limit has expired. This session will also explore the relevant administrative policy that is applicable to granting extensions.
 
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!

 
U.S. Sales and Use, Property and Ad Valorem Tax
U.S. Sales and Use, Property and Ad Valorem Tax
Brush up on your U.S. SALT, Property and Ad Valorem Tax issues and solutions, as Sam and Scott join us from Houston to explain the most important concepts that Canadian businesses need to understand.
 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.

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

 
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.
 

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