Practice management |
CA TOOLS FOR SUCCESS |
 | | 2007 National Conference for SME Advisors | | The National Conference for SME Advisors is a national forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The conference is about new knowledge, new skills and new practice areas. You will learn: How to be a better business advisor; How to guide your clients to growth and success; How to offer more value-added services, sell more and charge more; How your practice shapes up compared to your colleagues across Canada, and how to improve it in remarkable ways. This conference is for: Chartered Accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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 | | 2008 SME Advisors Conference | | The National Conference for SME Advisors is a forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The program is delivered by experts with a keen understanding of the small business practitioners needs including how technology can help you grow your practice and your clients' businesses. If you advise SMEs, then this conference is by far the most valuable, interesting, useful, and on-the-mark professional development you'll find this year. We've gathered some of the best thinkers in the business – subject matter experts with superb presentation skills and created an event overflowing with learning opportunities. |
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 | | 2010 National Conference for SME Advisors | | The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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 | | Achieving Life/Work Balance | | Is it a myth for CAs to reach a balance between their professional life and their personal life? No it is not! The demographic of the profession is constantly evolving and employers need to adjust their practices to meet expectations of young and new CAs struggling to reach better balance in their demanding lives. Work/life balance is one of the most valued criteria for young and new CAs when selecting a new employer or continuing with their current employers. This session discusses current trends in our profession and provides examples of firms initiatives, including valuable information on the best ways to help employees grow professionally, as well as meet the demands of their busy personal lives. Gather ideas that your firm could use to create a culture that allows for and believes in work/life balance. |
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 | | Caseware Update | | Join this session for a demonstration of the new enhancements in both CaseWare and CaseView, and a review of the significant changes introduced in the 2010 versions of these products, and an analysis of the implications of these changes. Gain insight on the practical usage of the newest features available in this software product. This session will enlighten both current and prospective users with features you didnt know were there and features just now being introduced. |
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 | | Equipping Your Mobile Workforce | | In the past, work was performed from a fixed location and normally took place between nine and five, Monday through Friday. Todays work activities are taking place at any time from anywhere. This requires a different set of tools as well as a different set of rules in order to maintain privacy and protect corporate information. This session provides guidance on how to equip virtual workers of all kinds, from the employees occasionally working from home to the road warrior. |
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 | | Getting More out of your Blackberry | | Its a phone, email tool, text message device, has a Calendar, list of Contacts, maps with driving directions, and even games. Everyone seems to have one, but not everyone is using their BlackBerry device efficiently, effectively and with ease. Join this informative session to discover tons of tips, tricks and shortcuts to make you more efficient in messaging, using your Calendar, keeping track of your contacts, and more. The session will also highlight the cost of using a BlackBerry and how to make sure that you are a cost-conscious user. Bring your BlackBerry along and learn how to master the tool you use everyday. |
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 | | Guide sur la protection des renseignements personnels et la sécurité des données au Canada à l'intention des PME | | (also available in English) | Le Guide sur la protection des renseignements personnels et la sécurité des données au Canada à l'intention des PME fournit des renseignements pratiques qui aideront les organisations à se conformer à la législation canadienne sur la protection des renseignements personnels. Cet ouvrage, dont l'avant-propos a été rédigé par la Commissaire à la protection de la vie privée du Canada et l'introduction par la Commissaire à l'information et à la protection de la vie privée de l'Ontario, décrit les défis auxquels les organisations font face en matière de protection des renseignements personnels dans le monde actuel de communication à haute vitesse et de collecte de données à grande échelle. |
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 | | 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. |
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 | | 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. |
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 | | 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. |
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 | | Succession Planning Toolkit for CAs | | (aussi disponible en français) | The Succession Planning Toolkit — a unique planning resource for accounting practitioners
As a Chartered Accountant you often advise your clients on succession planning issues. Now it's time to get some advice yourself on charting the best path for your accounting practice. |
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PRACTICE DEVELOPMENT |
 | | 2008 CICA Conference on Succession Planning | | Be ready to profit from the wave of business transition that is beginning in Canada. Statistics show that between 80 and 90 percent of Canadian businesses are family-owned and less than one out of three will continue as a family operation into the second generation. Benefit from the knowledge, experience and insights of presenters who are experts in the area of succession planning including: tax issues; identification of successor or purchaser; realistic timelines; proper documentation; and communication and contingency plans. Spend two days with like minded practitioners, and youll walk away with valuable tools and proven techniques that will help you develop a strategy immediately to take advantage of the current marketplace and help your clients successfully transition their businesses. This two-day comprehensive conference is for chartered accountants and other professionals who provide services to family businesses. |
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 | | 2009 CICA Conference on Succession Planning | | Presented in cooperation with Sauder School of Business. Statistics show that between 80 and 90 percent of Canadian businesses are family-owned and less than one out of three will continue as a family operation into the second generation. This two day conference provides a comprehensive overview of succession planning with plenary and concurrent sessions, as well as a panel discussion featuring family business owners who share their experiences and lessons learned. All sessions are delivered by experienced presenters who are experts in the area of succession planning. Come away with the knowledge and skills needed to lead the transition team for optimum results. |
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| | 2010 National Conference for SME Advisors | | The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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 | | Attracting, Retaining and Developing Great Talent – Creating an Effective Partner-Track Model | | Do you want to retain your best people? Succession planning is not only about retirement — it is a process that develops the right people the right way to be prepared for advancement. Studies show that less than 29% have an effective succession process and succession becomes reactive and expensive.
Our session outlines a proactive model to attract and develop the next generation of partners and leaders for your firm to build a competitive advantage by retaining your best talent. You will gain the tools to identify future partnership characteristics, assess high-potential talent, develop people with the business acumen to build, manage, and lead successful firms, and invest in the right people the right way to fit the firm's strategy. Ensure you have the right people at the right time for successful succession. |
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 | | Beyond the Tax: Supporting Your Client Through a Business Succession | | We are all aware of the vast number of businesses that will change hands in the next few years. Often the success of that transition will be based upon many factors beyond those factors that CA's have traditionally been trained to support. This session will introduce tools and mechanisms to assist the SME practitioner in helping their client through non-traditional aspects of succession.
A complete succession assignment could have as many as 30 aspects. During our time together we will cover some of these aspects, such as: managing family issues, strategy, shareholder agreements, asset protection, leadership development, advisory boards, conflict management, and family councils, which are all areas an SME practitioner can contribute. |
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 | | Business Matters - Newsletter | A dynamic marketing tool to help your practice communicate with clients on a regular basis while providing them with practical information, the Business Matters newsletter covers pertinent topics such as taxation, technology, general management, insurance, investments, legal matters, and human resources. |
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 | | CPA Research Plus | Available only to members!
CPA Research Plus provides you with complete online access to practical business information including journals, magazines books, and business summaries. The subscription includes access to the comprehensive Business Source Corporate library; French language business journals from the Vente et Gestion database; practical summaries of business books from the Business Book Review database; and six issues per year of the Research Monitor e-newsletter. |
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 | | 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. |
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 | | Dealing with Emotions and Family Values in Succession Planning | | This session explores how emotions and family values impact succession planning. Learn about the components of wealth and the unspoken emotional dynamics at play in succession planning. Discover how to identify and assist the entrepreneur in overcoming the three main obstacles to letting go, and learn how to help them prepare for their lives after the transition from both a legacy and life planning perspective. |
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 | | Family Trust Guide, The | The Family Trust Guide is designed to introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning — the family trust. |
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 | | Impact of Trust on Firm Profitability | | When firms think of improving profitability, they look at partner productivity statistics, such as chargeable hours, billing rates, realizations and so on. These factors all help. But just putting emphasis on them, may miss an important ingredient to your success and increased profitability. In this session, August will address the impact of a low trust organization – slow decision making, redundancy, bureaucracy, more politics, higher staff and partner turnover and ultimately lower profits. The session will outline how to change a low trust culture into a high trust culture by identifying critical behaviors and how leaders need to develop personal credibility before they can build a trusting organization. |
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 | | Managing Family Dynamics | | Family businesses are strong and unique, but also complex. The overlay of the family dynamic upon the business dynamic can create challenges for advisors when trying to put plans in place. Conflict can arise that easily derails the succession process. This session discusses tools and techniques to address and resolve family issues and move forward in a productive manner. It also reviews methods of handling conflict and generational differences, and shares tips on helping your client open the lines of communication to create effective plans. |
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 | | Marketing Professional Services | Marketing Professional Services is designed to help the sole practitioner and small to medium firms develop a viable strategic marketing plan. |
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 | | Personal Automobile Log, The | | (aussi disponible en français) | | Now available!
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. |
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 | | Personal Tax Planner Guide 2012-2013, The | | New edition now available!
A useful resource for attracting and retaining tax clients, The Personal Tax Planner Guide provides clients with pertinent tax planning strategies for the current tax year.
Sold in multiples of 25. Price displayed includes shipping and handling. |
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 | | Practice Development Retreat Workshop for SME Advisors | (en anglais seulement)
NEW for 2013 - Space is limited to 40 firms
September 9-11, 2013
Marriott Niagara Falls Hotel Fallsview & Spa, Niagara Falls,ON
Today's winning strategies must address the 'new rules' of practice development. To succeed, you need to properly harness the power of technology and social media, identify and inspire the future leaders of your practice, uniquely differentiate yourself in an increasingly vanilla marketplace, outsmart your biggest competitors, and win the hearts and minds of your team members, clients and future clients.
You'll leave the retreat workshop with a strategic plan that embraces these issues. This unique event provides a structured process to facilitate the development of a plan specifically tailored to your practice, your personality, your aspirations and your business community. |
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 | | Registered Charities Guide, The | | A valuable practice tool for advising your clients, the Registered Charities Guide provides an introduction to registered charities in Canada and the rules that govern them. |
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 | | Registre personnel des frais d’automobile | | (also available in English) | Disponible dès maintenant!
Le Registre personnel des frais d’automobile constitue un instrument de marketing efficace pour votre cabinet. Conçu à l’intention de vos clients qui utilisent une automobile à des fins d’affaires, ce carnet pratique leur permettra d’assurer un suivi quotidien des dépenses relatives à leur véhicule. Ils disposeront ainsi d’un registre complet et exact à l’appui des déductions fiscales qu’ils pourront demander à cet égard. |
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 | | Small Business eNuggets | | The Small Business eNuggets offer a library of over 50 short, web-based, interactive presentations (eNuggets) which you can send to your existing and prospective small business clients to help build your relationship. |
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 | | State of the Union – Our Profession in Transition – A Panel Discussion | | Canadian financial reporting standards and Canadian auditing and assurance standards are undergoing unprecedented change. So what does this mean for the SME Advisor, both in terms of new technical challenges in servicing clients, as well as additional challenges that this may create in managing a small to mid-sized CA firm? Join this panel for a frank discussion of the issues as well as some practical guidance for going forward in this new world. |
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| | Succession Planning Toolkit for CAs | | (aussi disponible en français) | The Succession Planning Toolkit — a unique planning resource for accounting practitioners
As a Chartered Accountant you often advise your clients on succession planning issues. Now it's time to get some advice yourself on charting the best path for your accounting practice. |
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 | | Tour d’horizon – Notre profession en transition – Débat d'experts' | | Cette piste audio française a été enregistrée lors du Colloque national de 2010 pour les conseillers de PME, où des services de traduction simultanée vers le français étaient offerts. DÉBAT D'EXPERTS
Les normes canadiennes d’information financière et les normes canadiennes d’audit et de certification subissent actuellement des transformations sans précédent. Quelles sont les incidences de ces transformations pour les conseillers de PME au chapitre, d’une part, des nouveaux défis techniques à relever pour servir les clients et, d’autre part, des difficultés supplémentaires susceptibles de se poser pour la gestion des petits et moyens cabinets de CA? Des experts abordent ces questions sans détour et donnent quelques conseils pratiques pour aller de l’avant dans ce nouveau contexte. |
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 | | Transitioning Successfully to Partner | | Do you want to take charge of your career? Do you want to be a strong and respected partner who achieves a truly positive impact for your clients, your firm, your colleagues, and for your own life?
Success as a partner takes both ownership and leadership and making the transition will require new competencies. The business landscape is not the same and what made a successful partner in the past will be different than what will be needed going forward. This session will help you clarify and map out your future role in practical steps — where you are, what will be needed, what are your options, and what you need to do today to prepare for partnership. Invest an hour to clarify your path to transition successfully to partnership. |
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 | | What Can You Learn from Successful CA and CPA Leaders? | | Based on two years of research interviewing firms in the US, UK and Canada, this session examines a leadership model that was developed and the 4 key elements that firm leaders need to embrace to make their firms better. The four elements are: Set Direction; Gain Commitment; Execute; and Personal Example. These elements work within the context of the firm and hence are the activities that are unique to each firm. This is a hands-on presentation that provides attendees the knowledge they need to implement the concepts in their firms. |
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 | | What's Behind the Numbers? Performance and Profitability Benchmarking | | While benchmarking is important, what is more important is for firm leaders to know what is driving the results in their firms. Is it the culture – i.e., what is acceptable behavior in the firm? Is it lack of systems? Or perhaps lack of leadership? Why does one firm get higher performance than another?
Not only will we look at key drivers such as: net income per partner, billing rates, leverage, and so on, but we will also explore how to get better results.
This session builds on the earlier session: Practice Performance Matters – How Does Your Firm Compare? |
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PRACTICE MANAGEMENT |
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| | 2007 National Conference for SME Advisors | | The National Conference for SME Advisors is a national forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The conference is about new knowledge, new skills and new practice areas. You will learn: How to be a better business advisor; How to guide your clients to growth and success; How to offer more value-added services, sell more and charge more; How your practice shapes up compared to your colleagues across Canada, and how to improve it in remarkable ways. This conference is for: Chartered Accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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| | 2008 SME Advisors Conference | | The National Conference for SME Advisors is a forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The program is delivered by experts with a keen understanding of the small business practitioners needs including how technology can help you grow your practice and your clients' businesses. If you advise SMEs, then this conference is by far the most valuable, interesting, useful, and on-the-mark professional development you'll find this year. We've gathered some of the best thinkers in the business – subject matter experts with superb presentation skills and created an event overflowing with learning opportunities. |
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 | | 2009 National Conference on Income Taxes | | Some of Canadas leading income tax experts presented technical sessions on topics in vital income tax areas that deliver proven practical strategies. Learn valuable tax planning tips for maximizing opportunities for your employer, your clients and yourself! |
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| | 2010 National Conference for SME Advisors | | The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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 | | 2010 National Conference on Income Taxes | | The National Conference on Income Taxes is a two-day conference which features several tracks of concurrent sessions, and plenary sessions. Some of Canada’s leading income tax experts will present technical sessions on topics in vital income tax areas that deliver proven practical strategies. Learn valuable tax planning tips for maximizing opportunities for your employer, your clients and yourself! |
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 | | 2011 Commodity Tax Symposium – West | | The 2011 Commodity Tax Symposum – West addressed all the latest technical information on harmonization in both Ontario and BC, provides updates on GST, Customs and International Trade legislative developments, court cases and other developments in jurisprudence. |
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 | | 2012 National Conference for SME Advisors | August 8-10, 2012, Halifax, NS
Discover hands-on practical and proven tools to build a better SME practice and better
businesses for your clients. Get the latest updates on standards and how
changes will impact your practice. Learn from subject matter experts who
understand the SME Advisor marketplace. Design your own learning experience with
over 20 sessions covering the latest technical information. |
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 | | 2013 Advanced HST/GST Course | (anglais seulement)
Financial Services Topics
June 6-7, 2013
CPA Canada Offices, Toronto, ON
This Advanced HST/GST Course in Financial Services Topics is designed for alumni of the In-Depth HST/GST Course, and other experienced indirect tax professionals who are eager to expand and clarify their existing knowledge of Financial Services.
Attendees will benefit from detailed lectures, robust reference materials and exciting class discussions led by senior Partners who are recognized thought-leaders in the financial services topics. |
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 | | 2013 In-Depth HST/GST Course | (en anglais seulement)
June 9-14, 2013 Registration Open!
Pillar and Post Inn, Niagara-on-the-Lake, ON
This comprehensive indirect tax training course is for the new commodity tax professional and also makes an excellent refresher for the experienced practitioner. This course is viewed as the industry standard for training, and a must-have for the serious indirect tax professional.
Our In-depth offering begins with web-based, self-study lessons to bring the students up to speed on the basics of indirect tax, and is followed-up by six days of intensive in-residence lectures and small facilitated workgroups. Each lecture is led by a respected indirect tax Partner with an excellent track record for explaining complex tax knowledge in an effective format. Students are then able to instantly apply their new found knowledge in small tutorial groups which take place after each lecture. |
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 | | 2013 In-Depth Transfer Pricing Course – Part I (E-Learning) | (en anglais seulement)
Available Online Now
The CICA is proud to offer the brand new In-Depth Transfer Pricing Course - Part I (E-Learning), as Canada's premiere training course for transfer pricing professionals. This e-learning course will provide grounding in the basic principles of Canadian transfer pricing, and help students explore some of the most critical issues that international businesses need to understand.
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 | | 2013 In-Depth Transfer Pricing Course – Part II (In-residence) | (en anglais seulement)
December 8-11, 2013
Niagara-on-the-Lake, ON
This four-day transfer pricing course is the first of its kind in Canada and will explore the critical transfer pricing issues and fundamental strategies that international businesses need to understand. A must-attend for dedicated transfer pricing professionals, advisors to and senior personnel of Canadian businesses with existing or planned foreign operations, as well as government personnel working in international tax. The in-residence format is a proven method of training that provides students with a chance to focus on the rigorous lectures, while working through practical case studies in small tutorial work groups. |
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| | Achieving Life/Work Balance | | Is it a myth for CAs to reach a balance between their professional life and their personal life? No it is not! The demographic of the profession is constantly evolving and employers need to adjust their practices to meet expectations of young and new CAs struggling to reach better balance in their demanding lives. Work/life balance is one of the most valued criteria for young and new CAs when selecting a new employer or continuing with their current employers. This session discusses current trends in our profession and provides examples of firms initiatives, including valuable information on the best ways to help employees grow professionally, as well as meet the demands of their busy personal lives. Gather ideas that your firm could use to create a culture that allows for and believes in work/life balance. |
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 | | Allocution de l'ombudsman des contribuables | | Cette piste audio française a été enregistrée lors du Colloque national de 2010 pour les conseillers de PME, où des services de traduction simultanée vers le français étaient offerts. Dans son allocution d’ouverture, Paul Dubé décrit son mandat de premier ombudsman des contribuables du Canada. En plus d’expliquer comment il veille au respect des droits touchant les services prévus dans la Charte des droits du contribuable, M. Dubé relate certains problèmes qui lui ont été soumis, en décrivant la façon dont il les a réglés, et partage les enseignements qu’il en a tirés. |
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| | Attracting, Retaining and Developing Great Talent – Creating an Effective Partner-Track Model | | Do you want to retain your best people? Succession planning is not only about retirement — it is a process that develops the right people the right way to be prepared for advancement. Studies show that less than 29% have an effective succession process and succession becomes reactive and expensive.
Our session outlines a proactive model to attract and develop the next generation of partners and leaders for your firm to build a competitive advantage by retaining your best talent. You will gain the tools to identify future partnership characteristics, assess high-potential talent, develop people with the business acumen to build, manage, and lead successful firms, and invest in the right people the right way to fit the firm's strategy. Ensure you have the right people at the right time for successful succession. |
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 | | Breakfast Session: A Legal and Practical Guide for Dealing with CRA Audits, Appeals and Objections | | This presentation highlights some of the key practical, legal and quasi-legal issues that taxpayers may encounter in their dealings with the Canada Revenue Agency, including the formulation of appropriate strategies for dealing with these issues. Among the topics discussed are some of the common matters audited, and the information you can be expected to provide in respect of these matters and setting the ground rules for the audit (eg. establishing a point of contact for dealing with the auditor). |
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 | | Canadian Professional Engagement Manual (C•PEM), 2012 - Members | | (aussi disponible en français) | The 2012 edition of C•PEM now available!
A trusted source of guidance for over 20 years, the Canadian Professional
Engagement Manual (C•PEM) is designed to help practitioners perform
efficient, cost-effective audit, review and compilation engagements for
small- and medium-sized entities (SMEs). Now with more than 50 new sample letters!
PLEASE NOTE: Existing subscribers to C•PEM do not need to re-order each year. The new edition will be sent/updated automatically when it is available.
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 | | Canadian Professional Engagement Manual (C•PEM), 2012 - Non-members | | (aussi disponible en français) | The 2012 edition of C•PEM now available!
A trusted source of guidance for over 20 years, the Canadian Professional Engagement Manual (C•PEM) is designed to help practitioners perform efficient, cost-effective audit, review and compilation engagements for
small- and medium-sized entities (SMEs). Now with more than 50 new sample letters!
PLEASE NOTE: Existing subscribers to C•PEM do not need to re-order each year. The new edition will be sent/updated automatically when it is available.
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 | | CICA C•PEM Electronic Templates | | (aussi disponible en français) | Exclusively for subscribers to C•PEM
The C•PEM sample forms and engagement letters in Word and Excel formats can be tailored to meet the known facts and circumstances of the specific engagement. Along with the Canadian Professional Engagement Manual (C•PEM), these sample practice aids help to ensure work is carried out with a consistent level of quality that is in accordance with professional standards and the firm’s policies and procedures. Completely updated for the new Canadian Auditing Standards (CAS). |
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 | | CICA Tax Practice Manual, Second Edition (TAXPRAC) | Newly revised second edition now available!
Minimize risk and maximize your tax practice effectiveness
Refocused to address risk management issues faced by tax practices, CICA Tax Practice Manual is the essential guide to building and maintaining a successful tax practice in Canada today. Its 22 comprehensive chapters provide expert guidance and time-saving practice aids — helping you to minimize risk, maximize productivity, and elevate your bottom line. |
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 | | Confronting the Paperless Office Challenge | | So, you are using CaseWares Document Manager more aggressively. You are even scanning most of the permanent files to PDF. But is that it? Is that paperless? Do you have properly documented protocols and policies? How are you addressing team/client communication electronically? Have you applied metadata to allow for proper document retention policies? Are you producing an independent archived static document that can pass the tests of peer review and court challenge? Are you aware of the differences of documentation versus file saving? How do you show review evidence on non-CaseWare files, like excel, email and pdfs? Do you have uneasy feelings about whether your process is complete? Join Dwayne as he simplifies this process for you and shares current best practices. |
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| | Equipping Your Mobile Workforce | | In the past, work was performed from a fixed location and normally took place between nine and five, Monday through Friday. Todays work activities are taking place at any time from anywhere. This requires a different set of tools as well as a different set of rules in order to maintain privacy and protect corporate information. This session provides guidance on how to equip virtual workers of all kinds, from the employees occasionally working from home to the road warrior. |
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 | | Establishing Yourself as a Thought Leader | | Many CAs are attracted to the benefits of being recognized in niche areas. These benefits include providing greater value to your clients, more interesting work and billing at a higher rate. It might mean focusing on movie production, mining, family businesses, real estate, M&A, or something else. This presentation will discuss the tools for building your personal brand as a thought leader in a specific area. A former journalist will provide practical knowledge about publishing informative articles in business and professional magazines, public speaking and leveraging your brand-building efforts through social media. Youll walk out with the start of an implementation plan including your next steps. |
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 | | GDP – Mise à jour | | Cette piste audio française a été enregistrée lors du Colloque national de 2010 pour les conseillers de PME, où des services de traduction simultanée vers le français étaient offerts. Le Guide du praticien (GDP•CA) est l’un des outils d’audit et de certification les plus utilisés par les petits et moyens cabinets. À quelques mois de l’entrée en vigueur des Normes canadiennes d’audit (NCA), le GDP a été entièrement révisé pour tenir compte des nouvelles normes. Lors de cette séance importante, on présente le nouveau GDP•CA, des possibilités et des idées en lien avec la mise en œuvre des nouvelles NCA à l’aide du GDP•CA, les formulaires qui ont changé et les raisons qui ont motivé les changements, la façon d’utiliser les formulaires et d’en réduire le nombre, ce que vous et votre personnel devez savoir, des suggestions de formation et des indications détaillées (aucun formulaire nouveau) pour les missions d’examen et de compilation. |
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 | | 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! |
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| | Impact of Trust on Firm Profitability | | When firms think of improving profitability, they look at partner productivity statistics, such as chargeable hours, billing rates, realizations and so on. These factors all help. But just putting emphasis on them, may miss an important ingredient to your success and increased profitability. In this session, August will address the impact of a low trust organization – slow decision making, redundancy, bureaucracy, more politics, higher staff and partner turnover and ultimately lower profits. The session will outline how to change a low trust culture into a high trust culture by identifying critical behaviors and how leaders need to develop personal credibility before they can build a trusting organization. |
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 | | Implementing Quality Control – Practical Guidance | | New standards on quality control for firms who provide advisory services were introduced last December. The effect of these standards on quality control reviews, their timing and the related documentation have raised practical issues that firms need to contend with. This session will provide insight into the experiences to date with the new standards, and practical challenges related to implementation will also be addressed. You will leave this session with ideas on how your firm can fulfill the requirements of the new standards. |
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 | | Keynote Address by Canadas Taxpayers' Ombudsman' | | Paul outlines his mandate as Canadas first Taxpayers' Ombudsman. In tumultuous economic times, tax liabilities become increasingly burdensome and more difficult to satisfy. As well, Paul explains how he upholds the service rights contained in the Taxpayer Bill of Rights, and recounts some of the situations he encountered over his first year as Ombudsman and how they were resolved. |
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 | | Keynote Address: Taxpayers Ombudsman' | | In his keynote address, Paul Dubé will outline his mandate as Canadas first Taxpayers' Ombudsman. As well as explaining how he upholds the service rights contained in the Taxpayer Bill of Rights, Paul will recount some of the situations he has encountered since becoming Ombudsman, how these issues were resolved, and other insights he has gained during his tenure. |
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 | | Liability Insurance Review – Are You at Risk? | | This session is a must for every member in public practice. The litigious environment of the US has migrated up to Canada. This session will review the main features of the insurance policy and when you should report a claim. There will also be a review of the types of claims that AICA typically sees. The speaker will provide you with risk management tips that are aimed at helping you avoid claims or reduce the likelihood of the claim being successful. |
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 | | Making Accounting Policy Choices Under ASPE | | This session discusses different accounting policy choices, such as taxes, consolidations, joint ventures, pensions, and internally generated intangibles. The pros and cons of each choice are examined as well as their effect on the financial statements. |
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 | | Manuel d'assurance de la qualité (MAQ) - Membres | | (also available in English) | Nouvelle édition disponible dès maintenant!
Le Manuel d’assurance de la qualité (MAQ) de l’ICCA est une ressource exhaustive qui vise à aider les cabinets à se conformer aux normes canadiennes de contrôle qualité (NCCQ 1 et
NCA 220), ainsi qu’à élaborer et à documenter leurs propres manuels de politiques et systèmes de contrôle qualité. Le MAQ comprend des exemples de manuels d’assurance qualité, des commentaires et des indications sur les objectifs du contrôle qualité, ainsi que des fichiers Word qui vous permettront de personnaliser les exemples de manuels et les outils d’aide, à savoir des lettres de mission, des formulaires et des feuilles de travail.
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 | | Manuel d'assurance de la qualité (MAQ) - Non-membres | | (also available in English) | Nouvelle édition disponible dès maintenant!
Le Manuel d’assurance de la qualité (MAQ) de l’ICCA est une ressource exhaustive qui vise à aider les cabinets à se conformer aux normes canadiennes de contrôle qualité (NCCQ 1 et
NCA 220), ainsi qu’à élaborer et à documenter leurs propres manuels de politiques et systèmes de contrôle qualité. Le MAQ comprend des exemples de manuels d’assurance qualité, des commentaires et des indications sur les objectifs du contrôle qualité, ainsi que des fichiers Word qui vous permettront de personnaliser les exemples de manuels et les outils d’aide, à savoir des lettres de mission, des formulaires et des feuilles de travail.
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 | | Masques de saisie électronique pour le Guide du praticien canadien | | (also available in English) | Réservés aux abonnés du GDP•CA
Les exemples de formulaires et les lettres de mission du GDP•CA en format Word et Excel peuvent être adaptés en fonction des faits et des circonstances connus propres à la mission en cause. Conjugués au Guide du praticien canadien (GDP•CA), ces outils pratiques permettent d’assurer que les travaux seront réalisés selon un niveau de qualité uniforme conforme aux normes professionnelles et aux politiques et procédures du cabinet. Ces textes ont été entièrement mis à jour pour refléter les nouvelles Normes canadiennes d’audit (NCA). |
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 | | Next Steps – Engaging Your Clients in the Process | | Although advisors and clients themselves may recognize the need for succession planning, it is often difficult to get clients to actually engage in the succession process. Fears of letting go, the surfacing of family issues, and unknown consequences are often obstacles entrepreneurs have difficulty addressing. This final session provides ideas to help you get your client past these obstacles and begin planning for succession. It also provides tools to help you get ready to take on succession planning with your clients. |
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 | | Normes pour les entreprises à capital fermé – Présentation générale | | Des services de traduction simultanée vers le français seront offerts. Le Conseil des normes comptables a approuvé et publié la version définitive des normes comptables pour les entreprises à capital fermé du Canada. Les entités qui optent pour une application anticipée peuvent déjà s’en servir pour présenter leurs rapports financiers. Toutes les entreprises à capital fermé devront choisir entre les IFRS et les Normes pour les entreprises à capital fermé pour les exercices ouverts à compter du 1er janvier 2011. Cette séance offre une vue d’ensemble des nouvelles normes pour les entreprises à capital fermé et des explications au sujet d’éléments clés, notamment les instruments financiers, les avantages sociaux futurs, les actifs incorporels, les pertes de valeur des écarts d’acquisition, la rémunération à base d’actions, les obligations liées à la mise hors service d’immobilisations, les impôts sur les bénéfices, les placements, les emprunts remboursables à la demande du créancier et les contrats de location. Les obligations d’information et les questions de transition sont également abordées. |
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 | | Partner Complacency & Accountability – Seven Deadly Sins | | As the management of an accounting firm continues to evolve, partner complacency and accountability are becoming two key issues causing great angst with many accounting firms today. In this session, August will discuss the "seven deadly sins" that lead to partner complacency and lack of accountability: lack of trust; weak strategic leadership; no embedded core values; no shared vision; lack of partner standards; lack of performance culture and fear of change. August will share with you best practices on how to overcome these "sins" and will share ideas he has seen work and some that havent. Overcoming all or even some of these sins will improve partner performance and hence firm profitability. |
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 | | PCGR pour les entreprises à capital fermé : choix de méthodes comptables | | Des services de traduction simultanée vers le français seront offerts. Cette séance traite de divers choix de méthodes comptables en ce qui concerne les impôts, la consolidation, les coentreprises, les prestations de retraite et les actifs incorporels générés à l’interne. Les avantages et les inconvénients de chaque choix seront abordés, de même que leur incidence sur les états financiers. |
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 | | PEM – An Update | | The Professional Engagement Manual (PEM) is one of the most widely used audit and assurance tools by small to mid-sized practitioners. With the move to Canadian Auditing Standards (CASs) just a few months away, the PEM has been completely revised to address the new standards. Attend this important introduction to the new PEM and learn opportunities and ideas for implementing the new CASs using the PEM, what forms have changed and why, how to use and reduce the number of forms to be completed, what you and your staff need to know, training suggestions, and expanded guidance (no new forms) for review and compilation engagements |
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 | | Portals, Sharepoint & Alternatives: Exchanging Information with Your Clients | | Practitioners are moving to the digital environment and legislation and common sense requires us to provide a secure environment. The ability to transfer files and reports securely to and from clients, providing information to clients and ourselves when those items are available and when they are accessed, has not been readily available to us with our current software/hardware facilities. The size limits of email attachments, let alone the security risks, are too significant to continue using this method of transferring files and reports. In this session you will learn about the tools available that can allow you to securely access and retrieve business content, aggregate client financial information, improve workflow with clients, offer 24/7 service and convenience and eliminate geographical barriers. You will then be in a position to consider whether to integrate this technology in your firm to improve your firms communication mediums and assess if it will reduce costs and improve client relations. |
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| | Practice Development Retreat Workshop for SME Advisors | (en anglais seulement)
NEW for 2013 - Space is limited to 40 firms
September 9-11, 2013
Marriott Niagara Falls Hotel Fallsview & Spa, Niagara Falls,ON
Today's winning strategies must address the 'new rules' of practice development. To succeed, you need to properly harness the power of technology and social media, identify and inspire the future leaders of your practice, uniquely differentiate yourself in an increasingly vanilla marketplace, outsmart your biggest competitors, and win the hearts and minds of your team members, clients and future clients.
You'll leave the retreat workshop with a strategic plan that embraces these issues. This unique event provides a structured process to facilitate the development of a plan specifically tailored to your practice, your personality, your aspirations and your business community. |
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 | | Practice Inspection – An Update | | Quality of work is the single most important element for a firms long-term success. This session will present common deficiencies uncovered by the practice inspection process, provide practical guidance for overcoming those deficiencies, and give insight into successfully navigating and using new standards. As well, changes to the inspection process that will harmonize practice inspection across the country will be discussed. |
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 | | Private Enterprise Standards – A Comprehensive Overview | | The Accounting Standards Board has approved and issued the final accounting standards for private enterprises in Canada. These new standards are now available for reporting for entities that choose to adopt them early. All private enterprises will be required to decide between IFRS and Private Enterprise Standards for years beginning on or after January 1, 2011. This session will provide a comprehensive overview of the new Private Enterprise Standards with explanations for key areas including financial instruments, employee future benefits, intangible assets, goodwill impairment, stock-based compensation, asset retirement obligations, income taxes, investments, callable debt and leases. Disclosures requirements and transition issues will also be discussed. |
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 | | 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. |
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 | | Quality Assurance Manual (QAM) - Members | | (aussi disponible en français) | New update now available!
Quality Assurance Manual (QAM) is a comprehensive resource designed to help firms comply with Canadian quality control standards (CSQC 1 and CAS 220) and develop and document their own policy manuals and systems of control. QAM includes sample quality assurance manuals, commentary and guidance on quality control objectives and Word files for customizing the sample manuals and practice aids – letters, forms and worksheets. |
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 | | Quality Assurance Manual (QAM) - Non-members | | (aussi disponible en français) | The Quality Assurance Manual (QAM) is a comprehensive resource designed to help firms comply with Canadian quality control standards (CSQC 1 and CAS 220) and develop and document their own policy manuals and systems of control. QAM includes sample quality assurance manuals, commentary and guidance on quality control objectives and Word files for customizing the sample manuals and practice aids – letters, forms and worksheets. |
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 | | Staying or Getting Out of Trouble | | The session briefly reviews the practice inspection process. We will discuss current common deficiencies and problem areas and discuss strategies for ensuring adequate quality control exists to ensure professional standards are maintained. An experienced lawyer will present two mini case studies outlining situations where a practitioner must deal with a conduct complaint originating from the Professional Standards Committee and from a client. |
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 | | Succession Planning – Steps to Helping Your Clients Transition their Business | | Youve seen the statistics. Between 80 and 90 percent of Canadian businesses are family-owned and less than one third will continue as a family operation into the second generation. Acquire a better understanding of the critical components of a proper succession plan and the process involved in helping your clients through a successful business transition. |
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 | | Tax Planning Using Family Trusts, 3rd Edition | Both a self-study program and comprehensive information resource, Tax Planning Using Family Trusts is designed to help accountants and other professionals involved with trusts by presenting the concepts behind the taxation of trusts in Canada and demonstrating their uses in tax planning through discussion as well as methodology. |
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 | | Tax Practice Management – Doing More with Your Software | If you are using ProFile in your practice, you may not be harnessing the full power of the software for maximum advantage. This session covers some of the advanced functionality in ProFile including: - Going Paperless – using ProFiles HyperDocs feature to enable paperless tax return preparation, and linking reference documentation to tax returns.
- Client Databases – using ProFile's advanced databases to extract information about your clients, create customized client reports, and export client or practice information to Excel.
- Creating specific applications – an introduction to the ProFile SDK (software development kit). Samples to demonstrate automated data import into ProFile, and creating additional customized client reports.
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 | | Training CA Students without Audits – New Opportunities for Small Firms | | Small and mid-sized firms now have the relatively new option of training CA students in non-traditional paths, where students work on review, compilation and taxation engagements. Dube and Associates, a two-partner firm, is approved to train three CA students in non-traditional paths. Join George Dube as he shares his insights on the process of becoming a CA Training Office and his firms experiences with hiring and employing students in the program. |
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| | Transitioning Successfully to Partner | | Do you want to take charge of your career? Do you want to be a strong and respected partner who achieves a truly positive impact for your clients, your firm, your colleagues, and for your own life?
Success as a partner takes both ownership and leadership and making the transition will require new competencies. The business landscape is not the same and what made a successful partner in the past will be different than what will be needed going forward. This session will help you clarify and map out your future role in practical steps — where you are, what will be needed, what are your options, and what you need to do today to prepare for partnership. Invest an hour to clarify your path to transition successfully to partnership. |
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 | | Understanding How the Scientific Research & Experimental Development (SR&ED) Program Can Work for your Clients | The Scientific Research & Experimental Development (SR&ED) program administered by the Canada Revenue Agency is one of the few areas where government funding can be readily accessible for your clients. It is a program which is greatly under utilized by Canadian taxpayers and if properly tapped into can provide much needed support for new or growing business. This session is intended to provide an understanding of what clients may be able to access the SR&ED program and provide you as an advisor the tools which allow you to assist them through the SR&ED process. The session includes: - A description of what constitutes SR&ED through both technical explanations and practical applications.
- Who qualifies for SR&ED Treatment?
- What items qualify as SR&ED Expenditures?
- Determining the Federal Investment Tax Credits (ITCs) in light of the Federal Budget of February 26, 2008.
- A look at federal expenditure pools, what they are, and how to use them for tax planning purposes.
- Barriers perceived and real in respect of the SR&ED program.
- Brief overview of the Review Process, what to look for and how to prepare.
- Brief Summary of the various Provincial Programs.
- Impact of Ontario harmonization on Federal and Ontario SR&ED expenditure pools.
- Filing Deadlines.
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 | | 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. |
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 | | Valuation of a Practice | | CAs are constantly assisting clients with valuation issues, including business acquisitions, sales and mergers. This is an opportunity to "turn the table" and focus on the value of your own practice. This session will discuss valuation techniques appropriate for the valuation of a professional practice and identify common pitfalls. |
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 | | Walking the Tight Rope – A Scan of the Regulatory Landscape | | CAs are regarded as possessing the highest level of integrity and public trust. To ensure this trust remains untarnished, CAs are subject to rules of professional conduct and government regulations. Those CAs who provide personal financial services need to clearly understand the rules and regulations that specifically apply to them. This panel discusses and debate what can and can’t be done within this regulatory framework. |
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 | | Welcome Remarks: Succession Planning – Understanding the Players and the Process | | Succession planning can be a complicated process, with many issues to address and dynamics to overcome. This session provides an overview of the succession process and outlines the various phases involved, from determining objectives to implementing plans. You will be presented with a framework to help understand the perspectives of the various stakeholders and how those perspectives impact the overall planning process. |
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| | What's Behind the Numbers? Performance and Profitability Benchmarking | | While benchmarking is important, what is more important is for firm leaders to know what is driving the results in their firms. Is it the culture – i.e., what is acceptable behavior in the firm? Is it lack of systems? Or perhaps lack of leadership? Why does one firm get higher performance than another?
Not only will we look at key drivers such as: net income per partner, billing rates, leverage, and so on, but we will also explore how to get better results.
This session builds on the earlier session: Practice Performance Matters – How Does Your Firm Compare? |
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 | | Work/Life Balance – Is it possible? | | Is it a myth for CAs to reach a balance between their professional life and their personal life? Working in a small to mid-sized firm is very demanding work, often with long hours. As well, the demographic of our profession is evolving and employers need to adjust their practices to meet expectations of young and new CAs wanting better balance. This session will discuss current trends in our profession and provide examples of firms initiatives, including valuable tips on the best ways to meet client commitments and still allow time for a personal life. Leave this session with ideas that you can use personally and your firm can also use to create a culture that allows for and believes in work/life balance. |
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PRACTICE SOFTWARE |
| | 2010 National Conference for SME Advisors | | The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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| | 2010 National Conference on Income Taxes | | The National Conference on Income Taxes is a two-day conference which features several tracks of concurrent sessions, and plenary sessions. Some of Canada’s leading income tax experts will present technical sessions on topics in vital income tax areas that deliver proven practical strategies. Learn valuable tax planning tips for maximizing opportunities for your employer, your clients and yourself! |
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 | | CaseWare – Mise à jour | | Cette piste audio française a été enregistrée lors du Colloque national de 2010 pour les conseillers de PME, où des services de traduction simultanée vers le français étaient offerts. Cette séance comprend une démonstration des dernières améliorations apportées à CaseWare et à CaseView, une présentation de tous les changements importants introduits dans les versions de 2010 de ces produits et une analyse des incidences de ces changements. Vous y découvrirez les applications pratiques des nouvelles fonctions offertes dans ces logiciels. Lors de cette séance, les utilisateurs actuels et éventuels explorent des fonctions dont ils ne connaissaient pas l’existence et d’autres qui viennent tout juste d’être ajoutées. |
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| | Caseware Update | | Join this session for a demonstration of the new enhancements in both CaseWare and CaseView, and a review of the significant changes introduced in the 2010 versions of these products, and an analysis of the implications of these changes. Gain insight on the practical usage of the newest features available in this software product. This session will enlighten both current and prospective users with features you didnt know were there and features just now being introduced. |
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| | Practice Development Retreat Workshop for SME Advisors | (en anglais seulement)
NEW for 2013 - Space is limited to 40 firms
September 9-11, 2013
Marriott Niagara Falls Hotel Fallsview & Spa, Niagara Falls,ON
Today's winning strategies must address the 'new rules' of practice development. To succeed, you need to properly harness the power of technology and social media, identify and inspire the future leaders of your practice, uniquely differentiate yourself in an increasingly vanilla marketplace, outsmart your biggest competitors, and win the hearts and minds of your team members, clients and future clients.
You'll leave the retreat workshop with a strategic plan that embraces these issues. This unique event provides a structured process to facilitate the development of a plan specifically tailored to your practice, your personality, your aspirations and your business community. |
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| | Tax Practice Management – Doing More with Your Software | If you are using ProFile in your practice, you may not be harnessing the full power of the software for maximum advantage. This session covers some of the advanced functionality in ProFile including: - Going Paperless – using ProFiles HyperDocs feature to enable paperless tax return preparation, and linking reference documentation to tax returns.
- Client Databases – using ProFile's advanced databases to extract information about your clients, create customized client reports, and export client or practice information to Excel.
- Creating specific applications – an introduction to the ProFile SDK (software development kit). Samples to demonstrate automated data import into ProFile, and creating additional customized client reports.
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PRACTICE TOOLS |
| | 2007 National Conference for SME Advisors | | The National Conference for SME Advisors is a national forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The conference is about new knowledge, new skills and new practice areas. You will learn: How to be a better business advisor; How to guide your clients to growth and success; How to offer more value-added services, sell more and charge more; How your practice shapes up compared to your colleagues across Canada, and how to improve it in remarkable ways. This conference is for: Chartered Accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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| | 2008 SME Advisors Conference | | The National Conference for SME Advisors is a forum designed to facilitate the exchange of information and ideas on best practices and applications of a broad range of topics related to SME advisory services. The program is delivered by experts with a keen understanding of the small business practitioners needs including how technology can help you grow your practice and your clients' businesses. If you advise SMEs, then this conference is by far the most valuable, interesting, useful, and on-the-mark professional development you'll find this year. We've gathered some of the best thinkers in the business – subject matter experts with superb presentation skills and created an event overflowing with learning opportunities. |
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| | 2010 National Conference for SME Advisors | | The National Conference for SME Advisors is a two-and-a-half day conference that delivers hands-on practical and proven tools to build a better SME practice and other businesses for your clients. This event is designed exclusively for chartered accountants – sole practitioners, and partners and managers in accounting firms who advise small and medium-sized businesses. |
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| | 2010 National Conference on Income Taxes | | The National Conference on Income Taxes is a two-day conference which features several tracks of concurrent sessions, and plenary sessions. Some of Canada’s leading income tax experts will present technical sessions on topics in vital income tax areas that deliver proven practical strategies. Learn valuable tax planning tips for maximizing opportunities for your employer, your clients and yourself! |
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 | | 2011 Advanced Personal Financial Planning Conference | | November 7-8, 2011, Toronto, ON
CAs in traditional practices and in wealth management firms serve clients in a variety of important ways. This conference included technical sessions covering the latest and most relevant topics, while exploring strategies that will enable practitioners to provide superior client service. |
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| | CaseWare – Mise à jour | | Cette piste audio française a été enregistrée lors du Colloque national de 2010 pour les conseillers de PME, où des services de traduction simultanée vers le français étaient offerts. Cette séance comprend une démonstration des dernières améliorations apportées à CaseWare et à CaseView, une présentation de tous les changements importants introduits dans les versions de 2010 de ces produits et une analyse des incidences de ces changements. Vous y découvrirez les applications pratiques des nouvelles fonctions offertes dans ces logiciels. Lors de cette séance, les utilisateurs actuels et éventuels explorent des fonctions dont ils ne connaissaient pas l’existence et d’autres qui viennent tout juste d’être ajoutées. |
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| | Caseware Update | | Join this session for a demonstration of the new enhancements in both CaseWare and CaseView, and a review of the significant changes introduced in the 2010 versions of these products, and an analysis of the implications of these changes. Gain insight on the practical usage of the newest features available in this software product. This session will enlighten both current and prospective users with features you didnt know were there and features just now being introduced. |
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| | Confronting the Paperless Office Challenge | | So, you are using CaseWares Document Manager more aggressively. You are even scanning most of the permanent files to PDF. But is that it? Is that paperless? Do you have properly documented protocols and policies? How are you addressing team/client communication electronically? Have you applied metadata to allow for proper document retention policies? Are you producing an independent archived static document that can pass the tests of peer review and court challenge? Are you aware of the differences of documentation versus file saving? How do you show review evidence on non-CaseWare files, like excel, email and pdfs? Do you have uneasy feelings about whether your process is complete? Join Dwayne as he simplifies this process for you and shares current best practices. |
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 | | L'utilisation des graphiques dans le cadre de l'information d'entreprise | | (also available in English) | | L’utilisation des graphiques dans le cadre de l’information d’entreprise décrit les principes de base et les meilleures pratiques de préparation de graphiques. Cette publication aidera la direction des sociétés à s’assurer que les graphiques sont exacts et bien présentés, de telle sorte que les investisseurs et les autres parties prenantes les comprendront facilement quand ils liront les rapports d’entreprise. Une brochure d’accompagnement intitulée Conseils pratiques sur la préparation des graphiques est offerte gratuitement à l’achat de cette publication. |
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 | | 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. |
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| | Practice Development Retreat Workshop for SME Advisors | (en anglais seulement)
NEW for 2013 - Space is limited to 40 firms
September 9-11, 2013
Marriott Niagara Falls Hotel Fallsview & Spa, Niagara Falls,ON
Today's winning strategies must address the 'new rules' of practice development. To succeed, you need to properly harness the power of technology and social media, identify and inspire the future leaders of your practice, uniquely differentiate yourself in an increasingly vanilla marketplace, outsmart your biggest competitors, and win the hearts and minds of your team members, clients and future clients.
You'll leave the retreat workshop with a strategic plan that embraces these issues. This unique event provides a structured process to facilitate the development of a plan specifically tailored to your practice, your personality, your aspirations and your business community. |
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| | 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. |
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 | | Promoting Your Talent —A Guide for Women and their Firms | Issued by the Work/Life and Women's Initiatives Executive Committee, Promoting Your Talent discusses women’s advancement from various points of view: from outlining the business case for the managing partner to a primer of flexible work arrangements for the human resources manager to sound career advice for the aspiring accountant. |
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| | Succession Planning – Steps to Helping Your Clients Transition their Business | | Youve seen the statistics. Between 80 and 90 percent of Canadian businesses are family-owned and less than one third will continue as a family operation into the second generation. Acquire a better understanding of the critical components of a proper succession plan and the process involved in helping your clients through a successful business transition. |
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| | Tax Practice Management – Doing More with Your Software | If you are using ProFile in your practice, you may not be harnessing the full power of the software for maximum advantage. This session covers some of the advanced functionality in ProFile including: - Going Paperless – using ProFiles HyperDocs feature to enable paperless tax return preparation, and linking reference documentation to tax returns.
- Client Databases – using ProFile's advanced databases to extract information about your clients, create customized client reports, and export client or practice information to Excel.
- Creating specific applications – an introduction to the ProFile SDK (software development kit). Samples to demonstrate automated data import into ProFile, and creating additional customized client reports.
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 | | The Evolution of Personal Financial Planning: Running a Successful Personal Financial Planning Practice | | A client’s most basic desire is to have a trusted advisor who can help them reach their financial goals. The financial market meltdown and numerous financial scandals in recent years have further led clients to seek independent and objective advice from trusted sources. These factors have contributed greatly to the global evolution of how personal financial planning services are provided.
This topical and wide ranging session is directed at those CAs interested in expanding their service offerings to include personal financial planning, and other financial planning professionals interested in understanding the why and how to setup a Personal Financial Planning practice.
Those already providing Personal Financial Planning services will benefit from this session as a result of the collaborative effect by hearing about different approaches to the challenges and opportunities in this dynamic area. |
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 | | 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. |
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