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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.

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

Now available!

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.

 
Are You a Collaborative Leader? Learning the Art of Effective Collaboration to Keep Teams Connected and Achieve Great Results
Are You a Collaborative Leader? Learning the Art of Effective Collaboration to Keep Teams Connected and Achieve Great Results
In today's fast-paced environment, we are surrounded by technology in every aspect of our lives, not just in the workplace. The most successful leaders are, more than ever, those individuals who are able to connect the right people to share information quickly and efficiently. Collaborative leaders embrace diversity of all kinds (nationality, experience, language, etc.) to challenge the status quo and keep ideas fresh and innovative. Attend this session and learn how to develop collaborative teams and modify your leadership style for long-term success by working smarter not harder.
 
Attracting, Retaining and Developing Great Talent – Creating an Effective Partner-Track Model
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.

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

 
Bank Confirmation Forms
(aussi disponible en français)

To meet members' needs for an efficient method of preparing confirmation documents, these convenient templates can be used to prepare documents quickly and easily.

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

 
Beyond the Tax: Supporting Your Client Through a Business Succession
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.

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

 
Big Data – Should You Join the Advanced Analytics Management Revolution?
Big Data – Should You Join the Advanced Analytics Management Revolution?
Big-data analytics are described as the tool to revolutionise management decision-making, changing business from art to science. Many companies are making massive investments to architect, capture and structure more data than ever before and creating analytic capability to analyse it in new ways. Yet most senior executives are disappointed with the impact - despite all the money and effort they've invested, the reality isn't living up to the hype. What's getting in the way of impact? What separates the early winners from those struggling to catch up? What is it going to take to move from an idea to tangible business results? The speaker discusses the approaches, resources, mindsets, and capabilities that can help move the business from "instinct-driven" to "insight-driven" and show how the reality can catch up with the aspirations for big-data analytics.
 
Business Matters - Newsletter
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.

 
Canadian Privacy & Data Security Toolkit, Second Edition, The
Canadian Privacy & 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.

 
Canadian Professional Engagement Manual (C•PEM), 2014 - Members
Canadian Professional Engagement Manual (C•PEM), 2014 - Members
(aussi disponible en français)

Now available!

The essential guide to performing audit, review and compilation engagements for small and medium-sized entities
The Canadian Professional Engagement Manual contains practical guidance on the key requirements and concepts in the professional standards and provides a comprehensive road map to performing effective and efficient engagements in Canada today.

 
Canadian Professional Engagement Manual (C•PEM), 2014 - Non-members
Canadian Professional Engagement Manual (C•PEM), 2014 - Non-members
(aussi disponible en français)

Now available!

The essential guide to performing audit, review and compilation engagements for small and medium-sized entities
The Canadian Professional Engagement Manual contains practical guidance on the key requirements and concepts in the professional standards and provides a comprehensive road map to performing effective and efficient engagements in Canada today.

 
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.

 
Confronting the Paperless Office Challenge
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.

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

 
CPA Canada C•PEM Electronic Templates
CPA Canada 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.

 
CPA Canada's National Conference for Business Transitions 2014
CPA Canada's National Conference for Business Transitions 2014
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

November 3-4, 2014
Renaissance Toronto Downtown Hotel, Toronto, ON
Two-day Conference including general and concurrent sessions • optional Workshop November 5

New for 2014! Whether retirement is on the doorstep, 25 years away or anything in between, every business owner or practitioner should have a plan – a strategy to transition to the next stage or to plan for unexpected life events. This Conference provides a comprehensive overview featuring industry leaders providing practical insights into: understanding the process, the choices, the critical success factors, the issues and failure risks – all with a view to begin to develop a successful roadmap to the transition.

 
CPA Research Plus
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.

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.

 
Dictionnaire de la comptabilité et de la gestion financière
Dictionnaire de la comptabilité et de la gestion financière

The Dictionnaire de la comptabilité et de la gestion financière (“Ménard”) is a unique English-French dictionary of accounting and financial management terms.

New 2014 electronic edition available in Internet and Download formats – now available!

 
Equity-Based Compensation – Deciding What Scheme Best Fits Your Company
Equity-Based Compensation – Deciding What Scheme Best Fits Your Company
For many small and mid-sized companies, stock options have been the dominant form of equity based compensation. Yet, there is growing frustration with the accounting standards and valuation methodologies that often produce a very large fixed expense, independent of the benefit actually received by the employees. However, the "large company" alternative to stock options (i.e., three-year, cash-based share units) may not be the best structure for these companies (given tax, accounting, cash flow and shareholder issues). Moreover, large companies themselves may find some of these alternatives appealing. This presentation leverages the discussion brief recently published by the CPA Canada, entitled Equity-Based Alternatives to Stock Options. We will describe alternate equity compensation structures available and their related design characteristics. These include tax (individual and corporate), accounting and cash flow characteristics, as well as discussing alignment with pay objectives (pay-for-performance, shareholder alignment and participant engagement and retention).
 
Establishing Yourself as a Thought Leader
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.

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.

 
États financiers modèles – Entreprises à capital fermé Partie II du Manuel de CPA Canada – Comptabilité (août 2014)
États financiers modèles – Entreprises à capital fermé
Partie II du Manuel de CPA Canada – Comptabilité (août 2014)
(also available in English)

Disponible dès maintenant!

Vous devez préparer des états financiers?

Assurez-vous de disposer des ressources pratiques dont vous avez besoin pour la préparation d’états financiers uniformes et conformes aux normes professionnelles.
Les États financiers modèles – Entreprises à capital fermé tiennent compte des Normes comptables pour les entreprises à capital fermé (NCECF) de la Partie II du Manuel de CPA Canada – Comptabilité* et aideront les préparateurs d’états financiers à établir des états financiers uniformes et conformes aux normes professionnelles.

 
États financiers modèles – IFRS Partie I du Manuel de CPA Canada – Comptabilité (Novembre 2014)
États financiers modèles – IFRS
Partie I du Manuel de CPA Canada – Comptabilité (Novembre 2014)
(also available in English)

Disponible dès maintenant!

Vous devez préparer des états financiers?

Assurez-vous de disposer des ressources pratiques dont vous avez besoin pour la préparation d’états financiers uniformes et conformes aux normes professionnelles.
Les États financiers modèles – IFRS visent à aider les entreprises ayant une obligation d’information du public à intégrer les changements découlant de l’adoption des Normes internationales d’information financière (IFRS) et à préparer des états financiers uniformes et conformes aux normes professionnelles.

 
États financiers modèles – OSBL du secteur privé Partie III du Manuel de CPA Canada – Comptabilité (Novembre 2014)
États financiers modèles – OSBL du secteur privé
Partie III du Manuel de CPA Canada – Comptabilité (Novembre 2014)
(also available in English)

Disponible dès maintenant!

Vous devez préparer des états financiers?

Assurez-vous de disposer des ressources pratiques dont vous avez besoin pour la préparation d’états financiers uniformes et conformes aux normes professionnelles.
Les États financiers modèles – OSBL du secteur privé visent à aider les organismes sans but lucratif du secteur privé à préparer des états financiers uniformes et conformes aux normes professionnelles.

 
Family Trust Guide, The
Family Trust Guide, The

The Family Trust Guide, Fifth Edition 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.

 
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.

 
Guide du praticien canadien (GDP•CA), 2014 - Membres
Guide du praticien canadien (GDP•CA), 2014 - Membres
(also available in English)

Disponible dès maintenant!

Le guide essentiel pour réaliser des missions d’audit, d’examen et de compilation auprès des petites et moyennes entités

Le Guide du praticien canadien (GDP•CA) contient des indications pratiques sur les principales exigences et notions des normes professionnelles et offre une feuille de route exhaustive pour réaliser des missions de manière efficace et efficiente au Canada.

 
Guide du praticien canadien (GDP•CA), 2014 - Non-membres
Guide du praticien canadien (GDP•CA), 2014 - Non-membres
(also available in English)

Disponible dès maintenant!

Le guide essentiel pour réaliser des missions d’audit, d’examen et de compilation auprès des petites et moyennes entités

Le Guide du praticien canadien (GDP•CA) contient des indications pratiques sur les principales exigences et notions des normes professionnelles et offre une feuille de route exhaustive pour réaliser des missions de manière efficace et efficiente au 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.

 
Guide sur la protection des renseignements et la sécurité des données au Canada, deuxième édition
Guide sur la protection des renseignements et la sécurité des données au Canada, deuxième édition
(also available in English)

Disponible dès maintenant!

Comprend un avant-propos de Daniel Therrien, commissaire à la protection de la vie privée du Canada, ainsi qu’une introduction rédigée par Ann Cavoukian, Ph. D., directrice générale du Privacy & Big Data Institute de l’Université Ryerson.

Le Guide sur la protection des renseignements personnels et la sécurité des données au Canada, deuxième édition, s’adresse aux professionnels qui doivent régler diverses questions concernant la protection des renseignements personnels et la sécurité des données au sein de leur organisation. Le Guide contient de l’information pratique et présente de bonnes pratiques qui vous aideront à mieux évaluer les risques liés à la sécurité, à élaborer une politique de sécurité, à sensibiliser les employés à la protection des renseignements personnels et à vous conformer aux lois canadiennes sur la protection des renseignements personnels.

 
How to Speak as a Leader – from Staff Meetings to Board Rooms
How to Speak as a Leader – from Staff Meetings to Board Rooms
Speaking as a leader requires knowing the technical substance of a message, but more importantly knowing how to deliver the message. It is about "presence". When people think about what it takes to be a top executive they often don't consider how executive presence can have an impact on your success in the role. Working as executive business coaches, we often see people who have great technical substance, but who just can't seem to come across effectively to others. What changes when you become a leader? What do you need to be conscious of when physically presenting yourself? How should you interact and communicate with others to give you credibility as an executive? Whether you're already a senior executive, or aspiring to be one, these are some key questions to ask yourself. Executive presence is not only important for how you come across to others, but also important for influencing and motivating large groups of people.

This session will help show you how to leverage and build those skills. We will cover our top tips and best practices around improving your executive presence along with pitfalls to avoid that have a negative impact on presence.
 
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.

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.


NOTIFY ME when registration is available for 2015 In-Depth Transfer Pricing Course - Part II

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.

 
Income Tax Practice Course 2014
Income Tax Practice Course 2014
(en anglais seulement)
Note: As this event is now over, information is for reference purposes only.

West - November 1-7, 2014
Banff Park Lodge, Banff, AB

East - November 29 - December 5, 2014
Blue Mountain Resort, Blue Mountains, ON

This in-residence course, geared towards general practitioners, provides a sound understanding of the Income Tax Act, an appreciation of the critical issues in current legislation and major changes proposed for the future. You will gain an improved ability to recognize tax problems, learn valuable tax planning techniques and achieve a better understanding of Canada Revenue Agency assessing positions.
 
L'utilisation des graphiques dans le cadre de l'information d'entreprise
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.

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

 
Manuel d'assurance de la qualité (MAQ) - Membres
Manuel d'assurance de la qualité (MAQ) - Membres
(also available in English)

Le Manuel d’assurance de la qualité (MAQ) 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.

 
Manuel d'assurance de la qualité (MAQ) - Non-membres
Manuel d'assurance de la qualité (MAQ) - Non-membres
(also available in English)

Le Manuel d’assurance de la qualité (MAQ) 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.

 
Marketing Professional Services
Marketing Professional Services

Marketing Professional Services is designed to help the sole practitioner and small to medium firms develop a viable strategic marketing plan.

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

 
Masques de saisie électroniques pour le GDP•CA de CPA Canada
Masques de saisie électroniques pour le GDP•CA de CPA Canada
(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).

 
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.

 
Modèles électroniques de confirmation bancaire et lettres connexes
(also available in English)
Masques de saisie sur Windows ou Wordperfect : droits de licence à ne payer qu’une seule fois. Faciles à utiliser ou à modifier, ces masques permettent de gagner du temps et d’assurer une qualité constante.

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

 
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.

 
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
Outils de planification de la relève
(also available in English)

Vous avez souvent à conseiller vos clients sur des questions de planification de la relève. Il est maintenant temps pour vous d’obtenir des conseils sur la meilleure voie à suivre pour votre propre cabinet comptable.

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.

 
Outils de planification successorale pour les propriétaires d'entreprise
Outils de planification successorale pour les propriétaires d'entreprise
(also available in English)
Le document Outils de planification successorale pour les propriétaires d’entreprise vise à aider les propriétaires d’entreprise, ainsi que les professionnels qui les conseillent, à élaborer un plan successoral qui leur offre la tranquillité d’esprit au moyen de protections personnelles et financières susceptibles de les aider à assurer leur avenir.

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

 
Partner Complacency & Accountability – Seven Deadly Sins
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.

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

 
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 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.

 
Practice Development Retreat Workshop for SME Advisors
Practice Development Retreat Workshop for SME Advisors
(en anglais seulement)
Note: As this event is now over, information is for reference purposes only

January 14-16, 2015
Simon Fraser University (Harbour Centre), Vancouver, BC

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.

 
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.

 
Promoting Your Talent —A Guide for Women and their Firms
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.

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

 
Quality Assurance Manual (QAM) - Members
Quality Assurance Manual (QAM) - Members
(aussi disponible en français)

Now available!

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.

 
Quality Assurance Manual (QAM) - Non-members
Quality Assurance Manual (QAM) - Non-members
(aussi disponible en français)

Now available!

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.

 
Questions de comptabilité liées au processus budgétaire des gouvernements canadiens : Document de consultation
Questions de comptabilité liées au processus budgétaire des gouvernements canadiens : Document de consultation
(also available in English)

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

 
Registered Charities Guide, The
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.

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.

 
Scientific Research and Experimental Development Symposium 2015
Scientific Research and Experimental Development Symposium 2015

NEW for 2015!

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

February 5-6, 2015
Metro Toronto Convention Centre (North Building), Toronto, ON

CPA Canada’s first two-day SR&ED symposium will include a blend of technical and financial/accounting sessions, with updates, analysis and very current interpretations from practitioners and government. The rich mix will offer exceptional value for both specialists and generalists while featuring panel discussions and debates with some of the field’s leading experts.

Presented in cooperation with the APFF, who will be offering a similar presentation in French
Symposium RS & DE – February 22-24, 2015, Fairmont, Tremblant, QC http://www.apff.org/fr/colloques-et-symposiums.aspx

 
Small Business eNuggets
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.

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.

 
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 CAs)
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.

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

 
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.

 
Tax Planning Using Family Trusts, 3rd Edition
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.

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

 
The Evolution of Personal Financial Planning: Running a Successful Personal Financial Planning Practice
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.

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

 
The Professional's Guide to Preparing Winning Proposals
The Professional's Guide to Preparing Winning Proposals

Unlike the Olympics where prizes are awarded for second and third place, there is only one prize in the Proposal Olympics — the gold medal.

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

 
Transitioning Successfully to Partner
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.

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

 
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!

 
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.

 
What's Behind the Numbers? Performance and Profitability Benchmarking
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?

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

 

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