CPA Alberta

Professional Development Program

Welcome to the 2017/2018 Professional Development Program

The Program

  • New seminars are added weekly and throughout the year – check back here often to see new offerings!
  • We offer seminars in all of the current competency map areas
  • Seminar start and end times have changed – please check the PD portal for complete details
  • New! CPA Alberta PD program is now paperless
    • All seminar material will be delivered electronically
    • Online Evaluations – your feedback is important, look for your email with your online evaluations

PD Passports

  • Save up to 30% on PD by purchasing a passport today.
  • Two NEW passports to serve you better – the Mini Personal Passport (SOLD OUT FOR 2017/18); and the Online Personal Passport
  • Maximize your savings by using all of your tickets prior to March 31, 2018.

Specialized Professional Development Days

  • Mark your calendar! In November 2017, we will hold the Annual Forum for Members in Industry – a full-day of PD tailored to professionals with careers in industry.
  • More Specialized PD Days will be added throughout the year—check here for more details.

On Demand Seminars

  • Professional Development will be offered outside of Edmonton and Calgary when there is sufficient demand. Please email us your seminar request and preferred city if you would like to see a course offered in a city where it is not currently available.

Professional Development Registrations

  • To register for courses or to purchase passports, please visit our PD portal.
  • You can also register for courses by sending in a completed registration form via email, fax (780-425-8766) or (403) 299-1339 or mail.
  • In-class/In-person seminars listed below:

Advanced Data Magic with Excel                Advanced Excel             Excel Tips, Tricks, & Techniques for Accountants         Improving Financial Performance for Controllers & CFOs          Strategy & Risk Management for Financial Managers        Income Tax Update          Practical Tips for Controllers & CFOs         Tax Issues in Setting Up a Business Tax Issues in Shutting Down the Corporation   IFRS: Update 2016         Review Engagements – Introduction to the New Standard (CSRE 2400, Engagements to Review Historical Financial Statements)          Identifying & Responding to Risk

Customer Service

  • We are here to help! Not sure what to register for? Need some help selecting a seminar? Need assistance using our online registration system? Have passport tickets left over?
  • Contact us at 1-800-232-9406 or email us at pdregistration@cpaalberta.ca.

Thank you for choosing CPA Alberta for your professional development pursuits!


Special Pd Days
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01464 NEW Alberta Annual Forum for Members in Industry We are experiencing technical difficulties with this session. Please use the registration form. Join your colleagues for an information-packed conference focused on issues faced by Chartered Professional Accountants in industry! This conference is designed to provide you with an opportunity to network with others in industry and stay current with emerging trends, changes in compliance and reporting standards as well as personal development skills. 7 Verifiable PD Hours PLUS additional readings that could get up to to 4 hours of unverifiable PD! Full-Day EDM November 23, 2017 08:30-16:00 Register Now

Ethics
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01691 NEW Ethical Intelligence and the ANTE-up Methodology for Changing Corporate Culture No matter how much regulation is promulgated, ethical collapses continue to plague organizations across all sectors. The corporate culture is the DNA of every organization and changing it is hard. It’s doubly challenging when the organization lacks a sense of ethical intelligence. Throughout this session, you will learn how to think differently about ethical dilemmas. We will examine ethic in the workplace and discuss what that really means. We will explore ethics from both the perspective that good ethics protects and safeguards, but consider whether enhancing ethical intelligence can become another point of competitive differentiation between firms. Participants will explore the key elements of an ethical, motivational, and productive culture. A culture that is based on Authentic leadership, Nimble workforce, Transparent information, and Ethical conduct. It’s time to ANTE-up! Blair Cook Half-Day EDM March 14, 2018 08:30-12:00 Register Now
Blair Cook CAL March 21, 2018 08:30-12:00 Register Now
          
Corporate Accounting and Finance
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01252 Corporate Treasury Management The treasury function has evolved from cash management and insurance to funding strategy, complex risk management techniques and oversight over many aspects of corporate risk management and loss reduction. In this full-day seminar, participants will review the roles of a modern treasury function, including cash management, enterprise risk management, financial risk management and value-at-risk. By attending this seminar you will be able to understand how current developments in financial markets affect treasury operations and cash flows. Capital structure and the cost of capital, derivatives and when to use them, how improve treasury internal controls and control systems and key issues in dealing with bankers are also covered. This seminar will provide important insights for organizations of all sizes: large organizations with separate treasury departments, smaller companies where the treasury functions are carried out by finance and accounting staff, and everything in between. Gabriella Schneider Full-Day CAL January 24, 2018 08:30-16:00 Register Now
Gabriella Schneider EDM January 17, 2018 08:30-16:00 Register Now
01730 NEW Reward and Risk: A Walk Through the Financial Headlines The headlines are both exciting and addictive, but there are important real-world issues and lessons  behind the financial headlines. We will walk through a selection of recent interesting events and examine them from a financial risk perspective. Past seminars have looked at events involving corporate finance or global markets. No risk management or mathematics required. Intended for those with an interest in global events and financial risk. Karen Horcher, CFA, CPA, CGA Half-Day EDM February 28, 2018 12:30-16:00 Register Now
Karen Horcher, CFA, CPA, CGA CAL March 14, 2018 12:30-16:00 Register Now
01729 NEW The Banker, the Dollar, and You Doing business internationally is challenging at the best of times, so why not use your relationship with your financial institution or dealer to your advantage? In this practical half-day session that’s all about successful execution, we will review how to get the most out of your foreign exchange transactions, including the role of financial institutions, obtaining foreign exchange rates, leaving orders, online transactions, sourcing foreign currency forecasts, getting the right advice, and avoiding common errors. This practical seminar is intended to help you get the most out of your currency transactions. Karen Horcher, CFA, CPA, CGA Full-Day EDM February 28, 2018 08:30-12:00 Register Now
Karen Horcher, CFA, CPA, CGA CAL March 14, 2018 08:30-12:00 Register Now
01728 NEW Managing Financial Institution Relationships Your organization’s relationship with its financial institutions is essential. In this full-day seminar, you will learn the fundamentals of building and proactively strengthening this all-important relationship. You will learn how to select an appropriate financial institution, how to minimize, and prevent service issues, and how to ensure the relationship is balanced. Karen Horcher, CFA, CPA, CGA Full-Day EDM February 27, 2018 08:30-16:00 Register Now
Karen Horcher, CFA, CPA, CGA CAL March 13, 2018 08:30-16:00 Register Now
01731 NEW Forecasting Corporate Transactional Cash Flows Forecasting corporate transactional cash flows is a fundamental requirement in many organizations.  Intended for those new to forecasting liquidity or transactional cash flows, participants will develop a solid understanding of the key elements to build a cash flow forecast. We’ll cover corporate forecast strategy, review forecast approaches and fundamental techniques, and consider opportunities to improve accuracy and cash flow timeliness. We will wrap up with presentation and performance considerations. Karen Horcher, CFA, CPA, CGA Full-Day EDM February 26, 2018 08:30-16:00 Register Now
Karen Horcher, CFA, CPA, CGA CAL March 12, 2018 08:30-16:00 Register Now
00918 Business Diagnostics Online: Comprehensive Available Now! Please ignore its “Date and time” noted in the cart item listing. Online access to the course will be sent via email within approximately 2 business days of registration, and you will have 90 days to complete the course after access has been granted. Business Diagnostics Online 2017 These established, high-level online seminars will enable experienced CPAs to assist clients and their organizations with business diagnostics and to obtain financing opportunities in a complex and ever-changing economic environment. Completion of the Business Diagnostic Online program will enable CPAs to: •Craft a comprehensive ‘size up’ of an existing business operation, pinpoint external opportunities and threats, internal strengths and weaknesses •Understand ‘diagnostic checks’ required to ensure a satisfactory degree of corporate health and staying power •Build stronger and more trusting relationships by assisting their clients with effective applications for financing Notes These online seminars are derived from the seminar “Getting the Bank to Say ‘Yes’” and the business publication Business Diagnostics, 3rd Edition 2017, written by Richard Mimick, Michael Thompson, and Terry Rachwalski,. Business Diagnostics Online is optimized to run on a PC or a Mac with a screen resolution of 1024 x 768 (or above), at least 4Gb of RAM, Adobe Flash 10.3+, and an internet connection of 4Mb+ or above. The minimum operating systems and browser requirements are: PC – Windows 7+, with Internet Explorer 10/Firefox 44/Chrome 44 or higher. Mac – Mac OS X 10+, with Chrome 44+ preferable Jonathan Andrews Recorded Webinar Online March 31, 2018 - March 31, 2018 N/A Register Now
00917 Business Diagnostic Online: Fast Track Available Now! Please ignore its “Date and time” noted in the cart item listing. Online access to the course will be sent via email within approximately 2 business days of registration, and you will have 90 days to complete the course after access has been granted. Business Diagnostics Online 2017 These established, high-level online seminars will enable experienced CPAs to assist clients and their organizations with business diagnostics and to obtain financing opportunities in a complex and ever-changing economic environment. Completion of the Business Diagnostic Online program will enable CPAs to: •Craft a comprehensive ‘size up’ of an existing business operation, pinpoint external opportunities and threats, internal strengths and weaknesses •Understand ‘diagnostic checks’ required to ensure a satisfactory degree of corporate health and staying power •Build stronger and more trusting relationships by assisting their clients with effective applications for financing Notes These online seminars are derived from the seminar “Getting the Bank to Say ‘Yes’” and the business publication Business Diagnostics, 3rd Edition 2017, written by Richard Mimick, Michael Thompson, and Terry Rachwalski,. Business Diagnostics Online is optimized to run on a PC or a Mac with a screen resolution of 1024 x 768 (or above), at least 4Gb of RAM, Adobe Flash 10.3+, and an internet connection of 4Mb+ or above. The minimum operating systems and browser requirements are: PC – Windows 7+, with Internet Explorer 10/Firefox 44/Chrome 44 or higher. Mac – Mac OS X 10+, with Chrome 44+ preferable Jonathan Andrews Two-Day Online March 31, 2018 - March 31, 2018 Register Now
01601 Financial Modeling Fundamentals Available now! Please ignore its “Date and time” noted in the cart item listing. Session expires 3 months after purchase. This four part series provides tips and tricks for Excel model builders, gives advice on how to audit your financial models, demonstrates how to use better formulas, and shows you how to monitor and handle uncertainty using scenario planning. MODULE 1 – EXCEL TIPS AND TRICKS 1. Learn how to speed up your Excel modeling skills by using keystroke navigation. 2. Significantly improve how you can edit your worksheet by learning how to use editing shortcuts in Excel. 3. Develop the skill every model builder needs in editing and modeling your spreadsheet in mere minutes. MODULE 2 – BETTER FORMULAS 1. Build flexibility into financial forecasts. 2. Break down complex calculations. 3. Minimize errors in Excel models. 4. Understand Excel function syntax performance MODULE 3 – CATERING FOR UNCERTAINTY 1. Learn how to perform sensitivity analysis. 2. Understand how data tables and goal seek can facilitate your model building process. 3. Learn how to measure the impact of future uncertainty on cash flows and profit with scenario planning. 4. Learn how to use scenario and solver tools to see how certain inputs can impact your model. MODULE 4 – AUDITING A MODEL 1. Learn how to quickly and easily find errors and audit a spreadsheet. 2. Understand how the auditing tool-bar can help make your spreadsheet error-free. 3. Learn how to use test data to uncover errors.
Recorded Webinar Online March 31, 2018 - March 30, 2018 Register Now
01604 Business Valuation Fundamentals Available now! Please ignore its “Date and time” noted in the cart item listing. Session expires 3 months after purchase. This four part course provides participants with the skills needed to do a basic business valuation. MODULE 1 – VALUATION USING EQUITY MULTIPLES 1. Calculate and analyze valuation using equity multiples. 2. Appreciate the drivers of equity multiples. 3. Value a company using equity multiples from comparable public companies and precedent transactions. MODULE 2 – VALUATION USING ENTERPRISE VALUE MULTIPLES 1. Calculate various enterprise value multiples. 2. Understand the drivers of enterprise value multiples. 3. Value a business using enterprise value multiples. MODULE 3 – VALUING A BUSINESS USING DISCOUNTED CASH FLOWS 1. Value a business using a two stage DCF valuation model. 2. Calculate free cash flows to the firm and to equity. 3. Outline the main drivers of free cash flows. 4. Identify what DCF discount rate to use. MODULE 4 – DETERMINING THE COST OF CAPITAL 1. Calculate the cost of equity funding. 2. Calculate the cost of debt funding. 3. Calculate an organization’s weighted average cost of capital (WACC). Recorded Webinar Online March 31, 2018 - March 31, 2018 Register Now
01602 Building a Financial Model in Excel Available now! Please ignore its “Date and time” noted in the cart item listing. Session expires 3 months after purchase. This four part series guides you through how to apply a structured approach to financial modeling in Excel. It covers the many hallmarks that make financial models robust; demonstrates best practice techniques in planning model structure; and explains how to forecast the income statement from operating revenues down to operating profit. MODULE 1 – A STRUCTURED APPROACH TO FINANCIAL MODELING 1. Learn how to apply a structured approach to financial modeling in Excel. 2. Understand the many hallmarks that make financial models robust. 3. Use best practice techniques in planning your model structure. 4. Learn how to forecast the income statement from operating revenues down to operating profit. MODULE 2 – FORECASTING INCOME STATEMENT AND BALANCE SHEET ITEMS 1. Use different approaches to properly forecast operating assets. 2. Learn how to forecast property, plant, equipment, and other operating assets. 3. Learn how to forecast various components of working capital including accounts receivable, inventories, and accounts payable. MODULE 3 – DEBT AND FINANCING SCHEDULES 1. Learn how to forecast debt financing and related interest costs. 2. Learn how to forecast equity financing and dividends. 3. Use Excel to solve circular references using both iterative and analytic approaches. MODULE 4 – BUILDING A FREE CASH FLOW FORECAST 1. Understand the importance of incorporating error checks in your financial models. 2. Learn how to derive a forecast cash flow statement based on a forecast income statement and balance sheet. 3. Derive a free cash flow statement that can be used for equity valuation. Recorded Webinar Online March 31, 2018 - March 31, 2018 Register Now
                       
Accounting & Financial Reporting Standards
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
00777 ASPE: A Survey of the Standards This two-day seminar is designed to review ASPE from cover to cover encompassing all the Handbook sections and guidelines and is aimed at individuals seeking a complete review of ASPE together with some not-for-profit impacts. The seminar will provide information about all of the standards that make up Part II of the Handbook with illustrative examples and exercises in certain measurement, recognition and disclosure areas. In addition, the seminar will identify and outline the accounting policy choices available to management in applying ASPE. Examples and exercises will cover some of the newer or more common concepts of accounting used by private enterprises or areas where practice review has identified struggles or challenges. Some supplemental information to address ASPE application for not-for-profit organizations will be included at a high level. Prerequisite Familiarty with current accounting frameworks Notes The seminar and the materials provided do not review in depth the transition to ASPE or provide a comparison of ASPE to the previous accounting standards or IFRS. Kent Greaves Two-Day CAL March 14, 2018 08:30-16:00 Register Now
Kent Greaves EDM March 19, 2018 08:30-16:00 Register Now
01511 Assurance & Professional Practice Update This half-day seminar is designed to review recent revisions to the CPA Canada Handbook–Assurance. The focus is on new standards with an overview of projects in progress. Implementation guidance and basis of conclusions documents issued by CPA Canada and the AASB related to the new standards will also be discussed. The focus for the 2016 offering is on the new audit reporting standard and the revised review engagement standard. Practice issues identified by practice advisory and/or practice inspection will also be reviewed. Kent Greaves Half-Day EDM November 23, 2017 12:30-16:00 Register Now
Patricia Dahm CAL February 12, 2018 12:30-16:00 Register Now
Patricia Dahm CAL December 06, 2017 12:30-16:00 Register Now
Patricia Dahm EDM March 16, 2018 12:30-16:00 Register Now
00928 ASPE in the Real Estate Industry This full-day seminar explores the Accounting Standards for Private Enterprise (ASPE) that are applicable to the real estate industry links to REALpac in a practical manner. For the purposes of this seminar, real estate industry will include real estate development and rental properties. The seminar will discuss accounting issues encountered by builders, developers and landlords that have direct or indirect ownership of the real estate. Accounting issues related to the general contractors or subcontractors who are involved in the construction industry will not be covered. This seminar will also cover the disclosure requirements of ASPE and other issues specific to the real estate industry. Prerequisite Participants should have a good working knowledge of ASPE. Note Those interested in accounting issues related to the general contractors or subcontractors who are involved in the construction industry, may prefer to attend ASPE in the Construction Industry Kim Varey Full-Day CAL November 30, 2017 08:30-16:00 Register Now
Kim Varey EDM December 04, 2017 08:30-16:00 Register Now
00426 IFRS: Disclosure & Presentation – from Standards to Words This seminar was formerly titled IFRS: Financial Statement Presentation & Note Disclosure. This two-day seminar provides participants with an overview of the standards related to the preparation of all the statements and related note disclosure with an emphasis on quality presentation and related note disclosure. Participants will gain an understanding of the standards related to financial statement presentation and note disclosure under IFRS. Participants will also review sample notes and statements to assist with application in their own work environment. Participants will work on mini-cases that assist with the understanding of how to implement the presentation and disclosure standards. Prequisite Participants should have a good working knowledge of IFRS.
Kim Varey Two-Day CAL November 28, 2017 - November 29, 2017 08:30-16:00 Register Now
01505 ASPE: Related Party Transactions: How Do YOU Measure Up? Since its introduction in 1994 and continuance under ASPE, deficiencies in the accounting for and disclosure of related party transactions have regularly been reported by practice review. In addition, several elements of Section 3840 are common inquiries made to the technical inquiries departments of the provincial institutes. This full-day seminar is designed to give participants knowledge and understanding of Section 3840 and address the challenges private enterprise accountants and service providers encounter with respect to the measurement and disclosure of related party transactions and balances.
Kim Varey Full-Day CAL January 23, 2018 08:30-16:00 Register Now
Kim Varey EDM November 24, 2017 08:30-16:00 Register Now
01513 PSAB: Beyond the Basics
This seminar is developed for finance professionals who prepare, audit or need a strong understanding of Public Sector Accounting Board (PSAB) accounting recommendations as they apply to financial reporting by entities in the government sector. Common topics that raise discussions between finance professionals and auditors will be explored in detail and demonstrated in case studies. Notes: Participants should have significant industry experience or completion of the seminar PSAB the Basics (formerly PSAB 101).
Carlie Persson Full-Day EDM December 05, 2017 08:30-16:00 Register Now
00940 Management Accounting Refresher This full-day seminar provides participants with an overview of key concepts and decisions in management accounting. Participants will gain an understanding of the variety of management accounting information available within an organization, the decisions that are impacted by management accounting and an improved ability to understand issues and communicate with others regarding management accounting concepts.
A case study is used throughout the seminar to help apply these concepts in a practical scenario. Participants will leave this seminar with a refreshed grasp of management accounting concepts, including different types of costs and cost behavior, job order and activity-based costing, decision making using management accounting information and much more. Notes Please bring a calculator to the seminar to assist with participating in seminar activities.
Garth Sheriff Full-Day EDM December 13, 2017 08:30-16:00 Register Now
Garth Sheriff CAL December 11, 2017 08:30-16:00 Register Now
ASPE
99868 ASPE: A Survey of the Standards Online This online session is designed to review ASPE from cover to cover encompassing all the Handbook sections and guidelines and is aimed at individuals seeking a complete review of ASPE together with some not-for-profit impacts. The session will provide information about all of the standards that make up Part II of the Handbook with illustrative examples and exercises in certain measurement, recognition and disclosure areas. In addition, the session will identify and outline the accounting policy choices available to management in applying ASPE. Examples and exercises will cover some of the newer or more common concepts of accounting used by private enterprises or areas where practice review has identified struggles or challenges. Some supplemental information to address ASPE application for not-for-profit organizations will be included at a high level. Please note you have until noon on the last day indicated in the session to complete the course. Please complete and print your quiz results prior to the end of the session. Patricia L Dahm CPA CA Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Patricia L Dahm CPA CA Online January 15, 2018 - March 16, 2018 Register Now
00907 ASPE: Disclosure & Presentation – from Standards to Words This full-day seminar reviews the reality and best practices for disclosure and presentation requirements of ASPE, from cash to cash flow; from financial instruments to equity instruments; and from the known to the contingent. The seminar will start with a basic private enterprise financial statement, showing the common presentation and disclosure requirements and will then build on these statements with additional disclosure and presentation matters. Each disclosure and presentation requirement of ASPE will be reviewed and examples will be provided (sample financial statements are developed during the seminar). The seminar will be delivered primarily through discussion of examples with some exercises. The core presentation and disclosure requirement are addressed in detail including numerous note examples and presentation alternative. Less frequently applied presentation and disclosure requirements are provided in this seminar including note examples but are not components of the basic and more than basic financial statements developed in the seminar material. Al Budlong Full-Day EDM December 08, 2017 08:30-16:00 Register Now
Al Budlong EDM March 09, 2018 08:30-16:00 Register Now
Kim Varey CAL March 12, 2018 08:30-16:00 Register Now
Patricia L Dahm CPA CA CAL December 12, 2017 08:30-16:00 Register Now
IFRS
01379 IFRS: Revenue Recognition The objectives of this full-day seminar are to provide participants with an understanding of the new five-step revenue recognition framework under the new standard used to determine when and the amount of revenue to recognize. This seminar also provides: – How the new framework may change prior revenue recognition for certain transactions and in certain industries and an understanding of key estimates and judgments required in applying the standard – The application guidance in the standard on various topics such as warranties, licenses, capitalization of costs of obtaining and fulfilling a contract, contract modifications etc. – The new qualitative and quantitative disclosure requirements and the standard’s transitional requirements Prerequisite Participants should read IFRS 15, Revenue from Contracts with Customers in advance of the seminar Patrica Dahm Full-Day EDM December 11, 2017 08:30-16:00 Register Now
Patrica Dahm CAL December 13, 2017 08:30-16:00 Register Now
01381 IFRS: A Survey of The Standards The objective of this two-day seminar is to provide participants with a solid introduction to the International Financial Reporting Standards (IFRSs) incorporated as part of CPA Canada Handbook – Accounting – Part I. IFRSs that are under development at the IASB with expectation of introduction during the next year will also be reviewed. The focus is on the IFRSs that apply to most profit-oriented entities. The seminar will provide an awareness of the foundation of IFRSs, a basic understanding of the content each of the IFRSs covered followed by a comparison to CPA Canada Handbook – Accounting – Part II ASPE). Examples are incorporated for participants to identify application issues Notes This seminar is not recommended for participants who have taken IFRS: A Comparison to IFRS. This seminar is also offered online
Kim Varey Two-Day CAL December 07, 2017 - December 08, 2017 08:30-16:00 Register Now
Kim Varey EDM February 06, 2018 - February 07, 2018 08:30-16:00 Register Now
99014 IFRS: A Survey of the Standards – Online The objective of this online session is to provide participants with a solid introduction to the International Financial Reporting Standards (IFRSs) incorporated as part of CPA Canada Handbook – Accounting – Part I. IFRSs that are under development at the IASB with expectation of introduction during the next year will also be reviewed. The focus is on the IFRSs that apply to most profit-oriented entities. Tickets: 14 Price: $440

Practitioner

Business/ Industry

Government

Shari Mann CPA CA Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Shari Mann CPA CA Online January 15, 2018 - March 16, 2018 Register Now
00392 IFRS: An Update 2017 International Financial Reporting Standards (IFRS) continue to change and it is important to keep up-to-date. This seminar provides participants with a review of new and revised IFRS and an up-to-date snapshot of other projects being considered by IFRS standard setters. The content covers new and revised standards approved from July 2016 to June 2017, so you will have an understanding of the IFRSs approved or revised during the past year and an overview of projects on the International Accounting Standards Board’s (IASB) agenda. This seminar will also revisit the significant change to IFRS that was approved in the prior year to provide you with additional knowledge. Notes This is an “Update” seminar and will update the understanding of the existing body of IFRS knowledge. It is not an Introductory or comparison seminar, these subjects are offered in IFRS: A Survey of Standards.

Practitioner

Business/ Industry

Government

Kim Varey CPA CA Half-Day EDM November 23, 2017 08:30-16:00 Register Now
Not-for-Profit
00839 NFPO: A Survey of Standards Under Part 3 of the Handbook This full-day seminar provides an overview of the accounting standards for non-government controlled not-for-profit organizations (NFPOs) under Part III of the CPA Canada Handbook. It reviews the application of GAAP with an emphasis on the areas where choices have to be made in the preparation of financial statements.
Part III of the CPA Canada Handbook provides standards that are unique to non-government private not-for-profit organizations. In addition, the underlying premise is in the standards that there should be no differences in accounting between profit-oriented enterprises and not-for-profit organizations when the circumstances and transactions are the same (other than for matters included in Part III). NFPOs are therefore also directed to Part II of the CPA Canada Handbook, Accounting Standards for Private Enterprises (ASPE). As a result this seminar will also review some of the more relevant standards under ASPE.Notes Those involved in larger NFPOs may prefer to attend the full-day seminar: Not-for-Profit Organizations & Registered Charities: Accounting, Auditing & Taxation Issues. It should be noted that a NFPO can also elect to apply Part I, IFRS. This seminar will not discuss this option in detail.
Genevieve Segger Full-Day EDM February 08, 2018 08:30-16:00 Register Now
Stella Penner CAL February 16, 2018 08:30-16:00 Register Now
99026 NFPO: A Survey of Standards Under Part III of the Handbook This full-day seminar provides an overview of the accounting standards for non-government controlled not-for-profit organizations (NFPOs) under Part III of the CPA Canada Handbook. It reviews the application of Generally Accepted Accounting Principles (GAAP) with an emphasis on the areas where choices have to be made in the preparation of financial statements. Tickets: 7 Price: $440

Practitioner

Tony McGregor CPA CA Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Tony McGregor CPA CA Online January 15, 2018 - March 16, 2018 Register Now
          
Assurance & Related Engagements
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01502 Auditing: A Survey of the Standards with Practical Application This two-day seminar provides a solid foundation in the practical application of the Canadian Auditing Standards (CAS) to auditing engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practice applying the standards to a set of client-specific facts. The case study is based on the audit of a moderately complex for-profit private company. After attending this seminar, participants will be able to identify the key elements of an engagement working paper file, through engagement execution, reporting and audit documentation. Note This seminar is also available online Sam Kaketsis Two-Day CAL February 14, 2018 08:30-16:00 Register Now
01688 NEW Fraud Risk Management Principles & Practices – An Integrated Approach Effective fraud risk management requires an integrated approach. This seminar brings together key principles and practices using the 2016 updated COSO1 fraud risk management framework. The course material includes case discussions, sample codes of conduct, fraud policies, fraud risk checklists and other practical materials to help participants build a corporate culture and framework that prevents and detects fraudulent activity. This seminar provides “real life” examples of fraud and examples based on instructor and participant experiences. It explains why we need to manage fraud. It then provides an integrated approach, describing the five key COSO principles of fraud risk management as outlined below. David Elzinga Full-Day CAL December 06, 2017 08:30-16:00 Register Now
David Elzinga EDM March 29, 2018 08:30-16:00 Register Now
01684 NEW Audit Engagements- File Review This seminar focuses on review methodologies that help ensure an efficient and effective review of working papers for audit engagements, and develops a process for performing and documenting a review of working paper files at different review levels. Participants will be able to understand the relationship between the review process and the requirements for file reviews under the Canadian Auditing Standards (CAS). All specific file review roles discussed in CSQC #1 will be covered Amy McKay Half-Day EDM January 23, 2018 08:30-12:00 Register Now
Amy McKay CAL February 08, 2018 08:30-12:00 Register Now
01683 Review Engagements – File Review This seminar focuses on review methodologies that help ensure an efficient and effective review of working papers for review engagements, and develops a process for performing and documenting a review of working paper files at different review levels. Participants will be able to understand the relationship between the review process and the requirements for engagement file reviews under CSRE 2400. All specific file review roles discussed in CSQC #1 will be covered
Amy McKay Half-Day EDM January 23, 2018 12:30-16:00 Register Now
Amy McKay CAL February 08, 2018 12:30-16:00 Register Now
Review & Compilation
01681 NEW Review Engagements: Practical Application of CSRE 2400 A new standard on review engagements will come into effect for reviews of financial statements and financial information for periods ending on or after December 14, 2017. This professional development seminar is essential to experienced practitioners who are already aware of the requirements of the new standard CSRE 2400 and the differences from the requirements of the current standard. It is recommended that participants have good awareness of the new standard before enrolling in this seminar. Genevieve Segger Full-Day EDM December 12, 2017 08:30-16:00 Register Now
Genevieve Segger EDM November 27, 2017 08:30-16:00 Register Now
Al Budlong CAL November 27, 2017 08:30-16:00 Register Now
Al Budlong RED DEER November 28, 2017 08:30-16:00 Register Now
Patrica Dahm CAL December 15, 2017 08:30-16:00 Register Now
Al Budlong CAL January 18, 2018 08:30-16:00 Register Now
Al Budlong GRANDE PRAIRIE December 05, 2017 08:30-16:00 Register Now
Genevieve Segger EDM January 18, 2018 08:30-16:00 Register Now
Al Budlong RED DEER January 25, 2018 08:30-16:00 Register Now
Patrica Dahm CAL February 22, 2018 08:30-16:00 Register Now
Genevieve Segger EDM February 20, 2018 08:30-16:00 Register Now
Genevieve Segger EDM December 19, 2017 08:30-16:00 Register Now
01232 Compilation Engagements The objective of this half-day seminar is to look at the requirements as outlined in the CPA Canada Handbook and the Rules of Professional Conduct, and how to apply these standards in public practice on a consistent basis for a compilation engagement. The seminar material will cover professional judgment issues as to what should be in working paper files, how “association rules” impact these engagements, whether or not the practitioner has to be independent, monthly bookkeeping assignments and information gathering for tax compliance purposes. Prerequisite Review CPA Canada Handbooksections 9200 and AuG-5.

Practitioner

Amy McKay Half-Day EDM December 11, 2017 08:30-12:00 Register Now
Amy McKay EDM March 16, 2018 08:30-12:00 Register Now
Patricia L Dahm CPA CA CAL November 27, 2017 12:30-16:00 Register Now
Audits
01715 NEW Audit of a Small Entity – Online This seminar is designed for professionals who wish to enhance their skills in auditing small entities effectively and efficiently by focusing on key Canadian Accounting Standards (CAS) that are most relevant to small entities. By understanding these standards, the professionals performing the engagement will be able to use the CAS objectives and requirements to drive the audit approach of profit and not-for-profit small entities in a cost effective manner, while complying with all professional standards. Garth Sheriff Live Broadcast: Full-Day Online December 07, 2017 07:00-14:30 Register Now
99015 Auditing Refresher This online session provides a solid foundation in the practical application of the Canadian Auditing Standards (CAS) to audit engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practice applying the standards to a set of client-specific facts. The case study is based on the audit of a moderately complex for-profit private company. Participants will learn how to identify the key elements of documenting an engagement working paper file including, planning, engagement execution, and reporting. Tickets: 14 Price: $440

Practitioner

Cindy Kottoor CPA CA Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Cindy Kottoor CPA CA Online January 15, 2018 - March 30, 2018 Register Now
                                                       
Taxation
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
00305 Oil & Gas Taxation: An Overview This full-day seminar highlights all aspects of oil and gas taxation. It covers federal and provincial tax issues and tax-driven transactions common to the oil and gas industry. Information on the taxation of both open-pit and in-situ oil sands operations is also covered. Leann Sereda Full-Day CAL December 07, 2017 08:30-16:00 Register Now
00717 US TAXATION OF US CITIZENS LIVING ABROAD U.S. citizens and resident aliens of the U.S. are taxed on their worldwide income. They must continue to file U.S. tax returns referring to the same tax rules as if they were still residing in the U.S. They may be able to exclude from U.S. taxation all or parts of their foreign earned income. Where the same income is subject to foreign taxation, the U.S. provides a measure of relief in the form of credits or deductions for the foreign taxes. This seminar will provide a general understanding of U.S. taxation of U.S. citizens and resident aliens abroad. This full-day seminar will help you determine what income can be excluded from U.S. taxation, income eligible for foreign tax credits, and identify reporting and filing requirements for U.S. citizens abroad. Case studies will be used to illustrate concepts. The seminar material will include useful references including sample treaty disclosure statements. Prerequisite Participants should have a general understanding of the interrelationship of U.S. tax with Canadian tax. Canadian tax principles are not the focus of the seminar. Notes Topics such as estate & gift taxes and cross border taxation of US entities are covered in US Taxation of Individuals: Advanced. Terence Wong Full-Day CAL December 13, 2017 08:30-16:00 Register Now
00593 US REAL ESTATE PERSONAL INVESTMENT: CANADIAN & US TAX IMPLICATIONS The objective of the full-day seminar is to develop a basic understanding of the Canadian and U.S. tax issues that arise on the acquisition, ownership and disposition of U.S. real estate by individuals resident in Canada. Canadian and U.S. (Federal and State) tax issues that should be considered when investing in U.S. real estate will be outlined, as well as implications on death. At the end of this seminar, the participant should have gained sufficient knowledge to enable them to identify the key Canadian and U.S. tax issues and requirements that could arise when individuals acquire, own, and dispose of U.S. real estate. Notes Numerical examples are included in the materials. Personal experience and discussion is part of the seminar. Terence Wong Full-Day CAL November 23, 2017 08:30-16:00 Register Now
00404 RIP: Tax Compliance Matters Related to Terminal Filing Preparation This full-day seminar will provide a detailed technical review of the numerous issues faced when preparing terminal (year-of-death) filings. The focus is return preparation and general estate planning, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices, and strengthening estate planning skills. This seminar will greatly enhance participant’s knowledge in the area of preparing and planning for terminal filings as well as technical skills for general estate planning. Prerequisite Basic tax knowledge is recommended Gary Biasini Full-Day CAL January 18, 2018 08:30-16:00 Register Now
Gary Biasini EDM February 26, 2018 08:30-16:00 Register Now
01578 RIP: Estate & Testamentary Trust Returns This full-day seminar will provide a review of the issues faced when preparing filings for deceased taxpayers, including terminal (year-of-death) and Estate filings. The focus is return preparation, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices. While the seminar will touch on some estate planning issues, these will generally focus on matters which can be addressed in the course of preparing these returns. This seminar will enhance the participant’s existing knowledge in the area of preparing personal income tax returns to expand into the unusual issues related to terminal filings and preparation of Estate income tax returns. The seminar is divided between a review of technical tax issues related to such returns, and a series of practice case studies to illustrate the concepts and allow participants to apply their knowledge to practical filing situations commonly encountered in practice. Gary Biasini Full-Day EDM January 25, 2018 08:30-16:00 Register Now
Gary Biasini CAL January 30, 2018 08:30-16:00 Register Now
00601 Estate Planning: Tips & Traps The purpose of this half-day seminar is to provide practitioners with information on estate planning opportunities that are often overlooked and to consider problems that often arise in an estate planning context. The seminar incorporates a case study approach with a view to being able to identify these tips & traps and discuss them with clients. Gary Biasini Half-Day EDM January 26, 2018 12:30-16:00 Register Now
Gary Biasini CAL January 17, 2018 12:30-16:00 Register Now
00405 RIP: Estate Planning to Minimize Tax Leakage This full-day seminar will provide a detailed review of important estate planning matters for those who deal with the owner-managed client. This includes enhanced estate planning skills for the non-specialist practitioner, introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning. An important area of the seminar is to maintain flexibility in the estate plan while the managing estate planning risk. Prerequisite Participants should have significant experience in the area of domestic estate planning and should have a good understanding of the testamentary tax rules. Gary Biasini Full-Day CAL January 16, 2018 08:30-16:00 Register Now
Gary Biasini EDM February 27, 2018 08:30-16:00 Register Now
00550 Tax Planning for Private Enterprises on Business Succession Business succession involving closely-held private enterprises can range from an intra-family estate plan to an arm’s length sale of shares. This seminar will provide practical knowledge of the principal business succession considerations. The focus will be on income tax considerations, although key non-tax issues will also be identified. This full-day seminar is designed to provide the knowledge and tools necessary to identify, plan and manage business succession considerations for owner-managers of private enterprises. The content is practical, while covering the pertinent tax issues in some detail. The seminar will provide a working knowledge of the principal tax and non-tax considerations in formulating and implementing business succession plans, along with detailed written materials for reference. Salient tax considerations will be discussed and illustrated by reference to examples. Related planning points will also be covered. Gary Biasini, MBA, LLB, LLM, TEP Full-Day CAL January 15, 2018 08:30-16:00 Register Now
Gary Biasini, MBA, LLB, LLM, TEP EDM March 09, 2018 08:30-16:00 Registration coming soon.
99590 Tax Issues in Shutting Down a Corporation- Online This online session will focus on the many tax issues that arise – both compliance and planning related – when shutting down a corporation, and will primarily focus on private on private companies. Attendees will broaden their understanding of tax compliance requirements, tax traps, and tax planning opportunities that arise when shutting down corporations. Common traps and planning opportunities are discussed. This online course is eligible for verifiable CPD Hours. You will be required to complete a short quiz and will be able to print a certificate of completion. Online Self-Study Materials Online December 15, 2017 12:00 Register Now
99591 Tax Issues in Starting Up a Business- Online This online session will focus on the many tax issues that arise – both compliance and planning related – when starting a business. It will be primarily focused on private companies. Attendees will broaden their understanding of tax compliance requirements, tax traps, and tax planning opportunities that arise when starting a business. Common traps and planning opportunities are discussed. This online session is eligible for verifiable CPD Hours. You will be required to complete a short quiz and will be able to print a certificate of completion. Online Self-Study Materials Online December 15, 2017 12:00 Register Now
00616 NEW Income Tax Issues Dealing With Real Estate This full-day seminar identifies and reviews significant income taxation issues arising in various aspects of real estate activities. Starting with a review of the structures available to undertake real estate transactions, the seminar follows with a detailed look at income tax issues arising on the acquisition, development, holding and disposition of Canadian real estate. While a brief overview of GST, HST and provincial tax issues is undertaken, participants should be aware that this seminar does not provide a detailed or complete discussion of the impact of indirect taxes on real estate. At the end of this seminar, the participant should have the ability to identify specific income tax issues related to real estate activities and understand the implications of tax issues involved in dealing with most common forms of real estate investment. Prerequisite Basic tax knowledge is recommended. Note Individuals seeking in depth coverage of real estate GST/HST topics should consider the GST/HST and Real Property seminar. Daniel Bilenki Full-Day CAL January 29, 2018 08:30-16:00 Register Now
Daniel Bilenki EDM January 25, 2018 08:30-16:00 Registration coming soon.
00357 Taxation of Domestic Trusts: Advanced This is a full-day seminar on the use of inter vivos trusts, testamentary trusts and estates with an emphasis on planning concepts and strategies. Participants will gain an enhanced knowledge concerning the use and planning aspects pertaining to trusts as well as the potential tax problems associated with the use of trusts in business structures. Prerequisite It will be assumed that participants are generally familiar with the taxation of domestic trusts. Gord Squire Full-Day EDM December 14, 2017 08:30-16:00 Register Now
00846 Restructuring Private Corporate Groups This half-day seminar covers the income tax and GST/HST issues that arise as a result of transactions within a group of related privately held corporations. Issues covered will include sale of assets between group members, and reorganization and restructuring issues. At the end of this seminar the participant should be able to identify the intra-group tax issues in a privately held corporate group and develop solutions to achieve the business objectives in a tax effective manner. Prerequisite: It would be beneficial for participants to attend Tax Issues for Private Corporate Groups before attending this seminar. Don Cherniawsky Half-Day CAL February 15, 2018 08:30-12:00 Register Now
Don Cherniawsky EDM March 16, 2018 12:30-16:00 Register Now
00615 Tax Issues for Private Corporate Groups This full day seminar covers the unique taxation issues that apply to groups of privately held companies and their shareholders. The seminar includes a detailed review of the association rules, a series of mini cases reviewing the issues that arise during the growth of a corporate group, the use of trusts and partnerships, and issues in respect to transactions between group members. At the end of this seminar, participants will understand the unique taxation’s issues that apply to groups of privately held companies and their shareholders. Don Cherniawsky Full-Day CAL February 14, 2018 08:30-16:00 Register Now
Don Cherniawsky EDM February 16, 2018 08:30-16:00 Register Now
00355 Advanced Tax Planning Strategies The full-day seminar begins with a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning. Topics covered include the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions, surplus stripping, association etc. Various tax planning strategies are presented that are divided into four main categories; restructuring asset profiles, sale of business, use of partnerships and use of trusts. Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis. Prerequisite Participants should have a good knowlwdge of personal and corporate income tax. Notes Participants in this seminar may also benefit from Corporate Reorganizations and Section 85: Transfer of Property Mark Woltersdorf Full-Day CAL January 17, 2018 08:30-16:00 Register Now
Mark Woltersdorf EDM January 29, 2018 08:30-16:00 Register Now
00937 Getting a Grip on RDTOH, CDA & Other Tax Accounts With the addition of the Eligible Dividend regime in 2006 and changing tax rates for eligible and ineligible dividends, tax planners are confronted with a multitude of tax accounts that need to be considered in conjunction with each other. This full day seminar will provide a detailed review of the key tax accounts for private corporations and tax planning where multiple tax accounts can either be used or impacted. The seminar will also provide a brief overview of what the accounts are and how they work with the main focus on the interconnections of the accounts and tax planning opportunities. Hugh Neilson Full-Day EDM December 01, 2017 08:30-16:00 Register Now
00714 Tax Returns: Corporate This full-day seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their corporate tax returns. It provides a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian corporate income tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of income tax returns. Prerequisite Some basic experience with corporate tax would be beneficial but is not essential. Notes This seminar deals in conceptual issues, and does not deal directly with the layout of the corporate tax return or the forms and schedules utilized in preparation of such returns nor does it focus on tax planning issues. The seminar is structured to focus on issues encountered in general corporate tax practice. More complex and specialized areas, such as taxation of non-residents, scientific research & experimental development, corporate restructurings and reorganizations and specialized sectors such as insurance, banking and resource sectors, are beyond the focus of this seminar. Hugh Neilson Full-Day CAL November 23, 2017 08:30-16:00 Register Now
Hugh Neilson EDM November 30, 2017 08:30-16:00 Register Now
00715 Tax Returns: Personal This full-day seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their personal tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of personal income tax returns. The seminar materials provide greater depth of discussion, particularly in more complex areas or areas less frequently encountered in practice, and are intended as an ongoing reference source for participants. Prerequisite Experience with personal tax returns is beneficial, but not essential. Notes This seminar deals in conceptual issues, and does not deal directly with the layout of the tax return or the forms and schedules utilized in preparation of such returns. The seminar is structured to focus on issues encountered in general personal tax practice. More complex and specialized areas, such as taxation of non-residents, taxation of deceased persons and specialized sectors such as insurance and the resource sector, are beyond the focus of this seminar. Hugh Neilson Full-Day CAL November 24, 2017 08:30-16:00 Register Now
Hugh Neilson EDM November 29, 2017 08:30-16:00 Register Now
01429 Interest, Penalties & Taxpayer Relief (Formerly Interest, Penalties & Fairness) The objectives of this half-day seminar are to review the scheme of penalties and interest in the Act, the CRA’s current administration of those provisions, and the use of the Taxpayer Relief provisions to reduce the cost of penalties. At the end of the seminar participants will be able to identify tax reporting requirements which can result in penalties, determine the amount of the penalties, and know if the penalties can be waived under the taxpayer relief provisions and what other alternatives are available Hugh Neilson Half-Day EDM January 31, 2018 08:30-12:00 Register Now
00317 Purchase & Sale of a Business, Income Tax Related Issues This full-day seminar provides an understanding of income tax issues with respect to the purchase and sale of a business and has comments on other relevant issues in a purchase or sale of a business. Cases will be introduced at the end of the module to which they relate for application to the technical issues. This seminar is principally oriented to income tax issues and with respect to actual cases. By the end of the seminar, participants should have acquired technical knowledge and the application of that to real life facts in the sale/purchase of a business. Prerequisite: Experience in providing income tax and business advice. Daniel Bilenki Full-Day EDM December 05, 2017 08:30-16:00 Register Now
00143 Corporate Reorganizations
Your client’s business and personal situation are constantly changing. The existing business structure may no longer besuitable or ideal and your client is looking for tax-efficient alternatives. There are a number of corporate reorganization alternatives that can be implemented under the Income Tax Act. Some of the provisions are complex and often interact with related provisions or anti-avoidance provisions. This full-day seminar highlights the fundamental income tax considerations that arise in corporate reorganizations, including a discussion of related provisions and key pitfalls to avoid. The seminar will use extensive examples to illustrate tips and traps to be aware of when initiating a corporate reorganization. At the end of this seminar, participants should be able to review and analyze corporate reorganization alternatives, and to decide which business structure best suits the organization. Notes Participants in this seminar would also benefit from Section 85: Transfer of Propertyon and Advanced Tax Planning Strategies seminar
Daniel Bilenki Full-Day CAL November 30, 2017 08:30-16:00 Register Now
Daniel Bilenki EDM December 04, 2017 08:30-16:00 Register Now
00203 SCIENTIFIC RESEARCH & EXPERIMENTAL DEVELOPMENT TAX CREDITS The Scientific Research and Experimental Development Pro-gram (SR&ED) provides federal tax credits of over $3.6 billion a year to companies researching in the field of science and technology. Most provinces also provide SR&ED tax credits. The SR&ED program is administered by the Canada Revenue Agency (CRA) and requires a collaborative process between technology researchers, to define and document relevant activities, and financial/tax personnel, to claim the appropriate costs for investment tax credits. Most claimants are finding their benefits reduced year over year due to many changes being made to the program. This practical full-day seminar will provide the information you need to advise your clients or your company and to guide you through the documentation filing and claim process as well as CRA reviews. Notes The seminar has been updated to include the changes to legislation and administrative policies up to July 15, 2016. It uses a case study format to work through preparation of a claim. CPA Canada offers a 22.5 hour blended learning course on Scientific Research & Experimental Development. Go to CPA Canada website for more information. Daniel Bilenki Full-Day CAL November 24, 2017 08:30-16:00 Register Now
00164 Taxation of Employee Benefits
This half-day seminar provides a review of the income tax implications of benefits conferred on employees by their employers, including both owner-managers and employees who are unrelated to the employer. Participants will gain an understanding of the income tax issues which arise from various types of benefits, assisting them in assessing the tax-effectiveness of various benefit plans and choices of employment benefits. Participants will also enhance their ability to advise on tax-effective employee remuneration strategies using benefit plans. Prerequisite: Participants should have a basic understanding of personal and corporate taxation.
Drew McDonald Half-Day CAL January 25, 2018 12:30-16:00 Register Now
Drew McDonald EDM March 26, 2018 08:30-12:00 Register Now
00099 Income Tax Planning Refresher: Personal
This two-day refresher seminar is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of the two days participants should have a good understanding of the taxes and planning opportunities relating to individuals, partnerships and trusts. Prerequisite Participants may wish to first take the seminar Tax Returns: Personal or should have equivalent experience in preparing personal tax returns. Notes This seminar is also available online.
Drew McDonald Two-Day EDM January 22, 2018 - January 23, 2018 08:30-16:00 Register Now
Drew McDonald EDM December 11, 2017 - December 12, 2017 08:30-16:00 Register Now
David Stewart CAL December 06, 2017 - December 07, 2017 08:30-16:00 Register Now
David Stewart CAL February 13, 2018 - February 14, 2018 08:30-16:00 Register Now
01298 Everyday Income Tax Issues For The General Practitioner This full-day seminar deals with income tax issues that general practitioners encounter every day. Topics will be approached as practical issues rather than the technical details. General background information will be provided to promote an understanding of each issue. Practical concerns, problems, suggestions and planning will be emphasized. Many participants take this seminar again and again because they find the content very relevant to the client situations they deal with and because each year there is always something new. Notes Practitioners interested in learning ways to recognize when select income tax rules may apply in client situations and understanding the importance of identifying such areas, should consider taking the seminar titled “General Practitioners Need to Know” where various income tax subjects are covered, including some of the subjects covered in this seminar, but from a very different perspective. Prerequisite General corporate and personal income tax knowledge. Patrick Uzan Full-Day CAL November 30, 2017 08:30-16:00 Register Now
Patrick Uzan EDM December 12, 2017 08:30-16:00 Register Now
Drew McDonald CAL February 06, 2018 08:30-16:00 Register Now
Drew McDonald EDM February 01, 2018 08:30-16:00 Register Now
00100 Incoming Tax Planning Refresher: Corporate This two-day refresher seminar is designed for those who desire to update their knowledge in the various taxes and tax planning for the privately controlled corporate taxpayer. This seminar has a strong emphasis on the application of tax for the Canadian Controlled Private Corporation. At the end of the two days participants should have a good understanding of the taxes that impact corporations. Prerequisite Participants should consider registering in Tax Returns: Corporate prior to taking this seminar or should have equivalent experience in corporate tax matters. Note This seminar is also available online. Drew McDonald Two-Day CAL November 27, 2017 - November 28, 2017 08:30-16:00 Register Now
Drew McDonald EDM December 06, 2017 - December 07, 2017 08:30-16:00 Register Now
00571 GST/HST & Real Property The application of GST/HST to real property transactions can be very complex, particularly when part of the property may include a residential property. Failure to appreciate these complexities, especially rules related to deemed supplies and exemption entitlements can result in significant and unexpected liabilities. This full-day seminar will help you increase awareness of some of the important concepts and rules including the deemed supply rules, identification of and distinction between taxable and exempt sales and rentals of real property, input tax credit and rebate entitlements and problems associated with vacation rental property, care facilities and supplies of real property by charities and other public service bodies. Prerequisite: General understanding of GST and input tax credit system. David Reiner Full-Day CAL November 23, 2017 08:30-16:00 Register Now
David Reiner EDM November 30, 2017 08:30-16:00 Register Now
00572 GST/HST Refresher: Beyond the Basics The application of GST/HST is often far more complex than businesses appreciate; the principles involved are often quite different than those applied to income tax. Failure to be aware of these complexities can result in lost opportunities or worse, large tax assessments. This full-day seminar will review important concepts including HST place of supply rules (which often impact suppliers located in non-HST provinces), registration & collection requirements, taxable supplies and deemed supplies, input tax credit entitlements and some of the more common and important exemptions and zero-rating provisions. Identification of some important areas which are frequently sources of errors/assessments. At the end of this seminar, attendees will have a greater awareness of when a transaction is subject to GST/HST and at what rate, and an improved understanding of input tax credit entitlements and restrictions. Prerequisite: A good understanding of the basics of the GST/HST system. Notes Individuals seeking in-depth coverage of real estate or nonprofit sector topics should consider GST/HST & Real Property and GST/HST Issues for the Non-Profit Sector David Reiner Full-Day EDM December 14, 2017 08:30-16:00 Register Now
David Reiner CAL December 08, 2017 08:30-16:00 Register Now
99861 Income Tax Planning Refresher: Personal This online self-study seminar is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of the two-days participants should have a good understanding of the taxes and some planning opportunities relating to individuals, partnerships and trusts. The detailed reference materials provided cover a broad range of income tax topics, not all of which can be covered in the two-days but, will serve as invaluable reference in the future. AVAILABLE UNTIL JULY 7, 2017 Tickets: 14 Price: $440

Practitioner

Business/ Industry

Government

Julie A Swanson CPA CA TEP Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Julie A Swanson CPA CA TEP Online January 15, 2018 - March 16, 2018 Register Now
99589 Tax in Troubled Times As a result of the recent economic times, many enterprises are facing financial difficulty and tax loss situations. This session is intended to review corporate tax issues in troubled times. It will provide an overview of debt forgiveness issues, strategies to preserve debt funded losses, loss utilization issues and strategies to utilize losses. Recorded: June 2014 Ticket: 2 Price: $75.00

Practitioner

Business/ Industry

CPA BC AudioWeb Online March 31, 2018 Register Now
01656 NEW Practical Transfer Pricing and Updated on Latest Developments Ignore the start date of this seminar. It is available now.  RECORDED: NOVEMBER 2016 The objective of this seminar is two-fold; primarily to provide real-life, practical commentary and guidance for members in industry, as well as those assisting clients to implement transfer pricing policies, and secondarily, to provide a brief update on the latest developments affecting transfer pricing in Canada. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. AVAILABLE UNTIL MARCH 31, 2018 Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 Register Now
01657 NEW SBD Multiplication – Closing the Loopholes and The Impact on CCPCs Ignore the start date. This seminar is available now.  RECORDED: FEBRUARY 2017 The 2016 Federal Budget put in place complicated new rules to prevent the multiplication of the small business deduction by owners of a business.  As is often the case, the impact of these rules is more wide spread then the budget document suggested and will add complexity to many corporate tax returns.  This course will summarize these rules and discussion new ownership structures and other considerations for companies that are impacted by these rules. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. AVAILABLE UNTIL MARCH 31, 2018. Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 Register Now
01112 Tax Issues in Setting Up A Business This half-day seminar focuses on the many tax issues that arise – both compliance and planning related – when starting a business. This seminar is primarily focused on private companies. Attendees will broaden their understanding of tax compliance requirements, tax traps, and tax planning opportunities that arise when starting a business. Common traps and planning opportunities are discussed. Daniel Bilenki Half-Day EDM December 06, 2017 12:30-16:00 Register Now
Corporate
00714 Tax Returns: Corporate This full-day seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their corporate tax returns. It provides a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian corporate income tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of income tax returns. Prerequisite Some basic experience with corporate tax would be beneficial but is not essential. Notes This seminar deals in conceptual issues, and does not deal directly with the layout of the corporate tax return or the forms and schedules utilized in preparation of such returns nor does it focus on tax planning issues. The seminar is structured to focus on issues encountered in general corporate tax practice. More complex and specialized areas, such as taxation of non-residents, scientific research & experimental development, corporate restructurings and reorganizations and specialized sectors such as insurance, banking and resource sectors, are beyond the focus of this seminar. Hugh Neilson Full-Day CAL November 23, 2017 08:30-16:00 Register Now
Hugh Neilson EDM November 30, 2017 08:30-16:00 Register Now
99860 Income Tax Planning Refresher: Corporate – Online This online self-study seminar is designed for those who desire to refresh their knowledge in both technical and tax planning issues for the privately controlled corporate taxpayer. At the end of the two-days, participants should have a good understanding of the taxes that impact corporations. The detailed reference materials provided cover a broad range of corporate income tax topics, not all of which can be covered in the two-days but, will serve as invaluable reference in the future. Tickets: 14 Price: $440

Julie A Swanson CPA CA TEP Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Julie A Swanson CPA CA TEP Online January 15, 2018 - March 16, 2018 Register Now
01657 NEW SBD Multiplication – Closing the Loopholes and The Impact on CCPCs Ignore the start date. This seminar is available now.  RECORDED: FEBRUARY 2017 The 2016 Federal Budget put in place complicated new rules to prevent the multiplication of the small business deduction by owners of a business.  As is often the case, the impact of these rules is more wide spread then the budget document suggested and will add complexity to many corporate tax returns.  This course will summarize these rules and discussion new ownership structures and other considerations for companies that are impacted by these rules. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. AVAILABLE UNTIL MARCH 31, 2018. Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 Register Now
01046 Tax Issues in Shutting Down a Corporation This half-day seminar will focus on the many tax issues that arise – both compliance and planning-related – when shutting down a corporation. It will primarily focus on private companies. Attendees will broaden their understanding of tax compliance requirements, tax traps, and tax planning opportunities that arise when shutting down corporations. Common traps and planning opportunities are discussed. Daniel Bilenki Half-Day EDM December 06, 2017 08:30-12:00 Register Now
Personal
00715 Tax Returns: Personal This full-day seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their personal tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of personal income tax returns. The seminar materials provide greater depth of discussion, particularly in more complex areas or areas less frequently encountered in practice, and are intended as an ongoing reference source for participants. Prerequisite Experience with personal tax returns is beneficial, but not essential. Notes This seminar deals in conceptual issues, and does not deal directly with the layout of the tax return or the forms and schedules utilized in preparation of such returns. The seminar is structured to focus on issues encountered in general personal tax practice. More complex and specialized areas, such as taxation of non-residents, taxation of deceased persons and specialized sectors such as insurance and the resource sector, are beyond the focus of this seminar. Hugh Neilson Full-Day CAL November 24, 2017 08:30-16:00 Register Now
Hugh Neilson EDM November 29, 2017 08:30-16:00 Register Now
99861 Income Tax Planning Refresher: Personal This online self-study seminar is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of the two-days participants should have a good understanding of the taxes and some planning opportunities relating to individuals, partnerships and trusts. The detailed reference materials provided cover a broad range of income tax topics, not all of which can be covered in the two-days but, will serve as invaluable reference in the future. AVAILABLE UNTIL JULY 7, 2017 Tickets: 14 Price: $440

Practitioner

Business/ Industry

Government

Julie A Swanson CPA CA TEP Online Self-Study Materials Online November 27, 2017 - December 31, 2017 Register Now
Julie A Swanson CPA CA TEP Online January 15, 2018 - March 16, 2018 Register Now
US Taxation
International
 
Practice Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01463 An Overview of Public Practice Available now! Please ignore its “Date and time” noted in the cart item listing. An email with the course link and password will be sent to you in 1 to 2 business days after your order is processed. Please note that PD Staff will email you this information – it is not an auto-generated email, and you will not receive it instantaneously upon completing the order online. About the Course: The move to expanded opportunities for CA students to obtain their practical experience outside of the traditional public accounting environment and provincially-legislated inter-provincial mobility agreements have made it necessary for the ICAA Council to make changes in its public accounting registration criteria (PARC). This online seminar meets one of the PARC requirements for each partner and each CA who has responsibility for an entire public accounting engagement to complete an approved public practice course. This online course provides an overview of the following areas of practice and focuses on risk areas and common deficiencies, provides references for practitioners to consult for more in depth purposes, and tests the participant’s knowledge in each subject area. Note: Prior to the session commencement you will be given a password to access the online courseware via email. Within this online courseware you will find instructions on how to work through the session and all necessary seminar learning and testing materials. Your Online Experience You will have access to all your course material and quizzes. Your results are tracked as you progress through the modules and quizzes to ensure that your PD is verifiable. Please allow a minimum of 12 hours to complete Recorded Webinar Online March 30, 2018 Register Now
00096 Managing Risk in Your Tax Practice This half-day seminar is designed to help professional advisers reduce their exposure to liability in their tax practices. The seminar focuses on the procedures and processes of practising in the tax area, highlighting areas where a better job could be done to protect practitioners from liability. The seminar also includes a discussion of technical issues associated with the areas where AICA claims experience show the greatest number and dollar value of claims. Hugh Neilson Half-Day EDM January 30, 2018 12:30-16:00 Register Now
Hugh Neilson CAL February 02, 2018 12:30-16:00 Register Now
                       
Corporate Accounting & Finance
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01608 Startup / E-Commerce Financial Model Available now! Please ignore its “Date and time” noted in the cart item listing. Session expires 3 months after purchase. In this one part module, you will master the art of building a financial model and valuing an eCommerce Startup. In this course you will learn to build a Startup financial model from scratch complete with assumptions, financials, valuation, and output charts. We will look at how much money this business has to raise based on its business plan and model out each year of cash flow. KEY LEARNING POINTS 1. Understand key Startup / eCommerce terms and definitions. 2. Understand the eCommerce industry. 3. Input key assumptions into a financial model. 4. Calculate an order buildup and customer base schedule. 5. Build financial statements based on the business plan. 6. Perform a DCF valuation of the startup / eCommerce business. 7. Output relevant graphs to illustrate the investment opportunity.
Recorded Webinar Online March 31, 2018 - March 31, 2018 Register Now
01605 NEW Behavioral Finance Fundamentals Available now! Please ignore its “Date and time” noted in the cart item listing. Session expires 3 months after purchase. Behavioural finance is the study of the influence of psychology on the behaviour of financial practitioners. In this three part course, you will learn about the wide range of decision making biases and information processing errors that influence our financial decision making. MODULE 1 – DECISION MAKING BIASES AND ERRORS 1. Overview of decision making biases and errors. 2. Reflective versus reflexive decision making. 3. The impact of overconfidence and optimism on decision making. MODULE 2 – INFORMATION PROCESSING ERRORS 1. Self-attribution and hindsight biases. 2. Confirmation and representative biases. 3. Guarding against the narrative fallacy. MODULE 3 – HOW DECISIONS ARE IMPACTED BY OTHERS 1. Anchoring bias. 2. Loss aversion. 3. Herding versus independent thinking. Recorded Webinar Online March 31, 2018 - March 31, 2018 12:00 Register Now
00824 Maximizing Capital Spend (Formerly Making Effective Investment Decisions) This full-day seminar will provide participants with the knowledge and skills necessary to prepare and/or evaluate business cases against their organization’s strategic objectives, as well as to ensure that the business case is solid and supportable to help ensure future project success. Bonnie Trathen Full-Day EDM November 30, 2017 08:30-16:00 Register Now
Christopher Wyman CAL December 01, 2017 08:30-16:00 Register Now
00386 Financing Strategies This full-day seminar provides an in-depth review of the various forms of financing to fund capital projects, acquisitions or to restructure an existing capital structure. It will review the various forms of financing including government financing, operating lines, term debt, subordinated debt, real estate financing, and private and public equity. The seminar will dive into the practical details of what capital providers are seeking, issues that arise, and how companies should prepare themselves to execute a financing transaction. It will also provide current status of the capital market conditions as it relates to the various forms of financing, as well as benchmarks and rules of thumb regarding realistic financing parameters. Through real-life examples, identifying common pitfalls, highlighting key elements and case studies, the seminar will put financial executives in a better position to seek and negotiate with capital providers. Erick Hamdan Full-Day CAL December 05, 2017 08:30-16:00 Register Now
Erick Hamdan EDM February 09, 2018 08:30-16:00 Registration coming soon.
00636 Due Diligence For Acquistions This full-day seminar focuses on the core actions of a mergers and acquisitions (M&A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has diverse objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated. In this full-day seminar, participants will be able to deepen their understanding of mergers and acquisitions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition. Notes This seminar is also available as a Live Broadcast. Erick Hamdan Full-Day CAL December 04, 2017 08:30-16:00 Register Now
Erick Hamdan EDM February 07, 2018 08:30-16:00 Registration coming soon.
01696 NEW Growth & Succession Strategies for Small Business This full-day seminar builds upon the content of Business Diagnostics Online: Comprehen-sive, an online seminar offered by CPA Alberta. In the first part of this seminar, participants will have the opportunity to consolidate and expand their knowledge of Business Diagnostics. They will be able to enhance their skills in applying the Business Diagnostics approach to small businesses facing financing and operational challenges. Succession planning is a challenge now for many small business owners as they contemplate retirement or even a move to a new business arena. Building on the first part of the course, participants will learn how to apply Business Diagnostics to this fast-developing new business area. Based on his own extensive practical experience, Mike Thompson, lead author of Business Diagnostics, will guide participants through various options that business owners need to consider. During the day, a comprehensive case study (Marston Control Devices) is used to illustrate the various real-life business situations encountered in growing enterprise value and ad-dressing succession issues. Participants will be provided with pragmatic Business Diagnostics planning tools (both hard copy and on-line) along with unique growth/succession readiness checklists.
Michael Thompson Full-Day CAL December 14, 2017 08:30-16:00 Register Now
Michael Thompson EDM December 15, 2017 08:30-16:00 Register Now
01035 Effective Costing & Profitability How profitable is your organization? Where is your company making its money? In most organizations, 80% of profits come from about 20% of the sales. The key to improving profitability or to turn an unprofitable situation into a profitable one is to understand the drivers of profitability and how to leverage on those core products or customers. Too often financial professionals are so occupied with the daily realities of reporting results that they don’t take the time to analyze them and improve them. In this interactive full-day seminar, learn how to contribute directly to your organization’s bottom lie by analyzing profitability by product, customer, segment or geographical region. Learn how to identify the main drivers of profitability and the parts of the business that need to be changed. Any professional who can contribute directly to an organization’s bottom line will in turn expand their career opportunities and growth. This seminar is highly interactive and participants will learn effective costing and profitability techniques by going through examples and working on exercises. Notes It is highly recommended that participants bring a calculator with them to obtain maximum benefit. Karine Benzacar Full-Day EDM November 27, 2017 08:30-16:00 Register Now
01680 NEW IFRS: Leases This seminar provides participants with an understanding of the new lease standard. You will discuss the rationale for the new standard and how it changes the current method of accounting for leases. The starting point will be identifying a lease and separating components of a contract between the lessee and lessor. For the lessee coverage will include the principles of recognition, measurement, presentation and disclosure. The likely costs and benefits of the new standard on the lessee will be discussed and the impact on a company’s financial statements and ratios. For the lessor coverage will include the classification of leases as finance or operating and disclosure. In addition, the topic of sale and leaseback transactions will be reviewed. Participants will have the opportunity to review a number of illustrative examples. After attending this seminar, participants will have a better understanding of the objective and scope of the standard, defined terms, exemptions, its effective date, transitional requirements and amendments to other standards. • Participants will have an in-depth review of the new lease standard IFRS 16 for both lessee and lessor • Participants will review the likely costs and benefits of the new standard on the lessee and the impacts on the company’s financial statements and ratios • Practical issues are discussed, supplemented with numerous illustrative examples and short case studies
Kim Varey Full-Day EDM December 05, 2017 08:30-16:00 Register Now
01469 Business Valuations & M&A Workshop This fast-paced full-day seminar focuses on the practical aspects of business valuation for the purpose of strategic planning, acquisitions, divestitures, and financing. It will examine other important aspects of business transactions, including the M&A process, negotiations and deal structuring. After attending this seminar, participants should understand: • How the value and price of a business is established • The rates of return their business should seek to earn on its invested capital • The role that negotiations and deal structuring play in open market transactions • How to increase shareholder value within their business • How to make their company attractive to private equity investors Howard Johnson Full-Day CAL March 13, 2018 08:30-16:00 Register Now
Howard Johnson EDM March 14, 2018 08:30-16:00 Register Now
00294 Business Valuations: The Basics This full-day seminar provides participants a practical insight into business valuation. Participants will learn about and apply valuations tools such as the capitalized cash flow approach and the discounted cash flow approach to business case studies. The seminar also focuses on business valuation interpretation as well as the mechanics of the valuation process. At the end of this seminar participants will be able to: •Understand the various approaches used in business valuation. •Explain how to apply these valuation approaches to a real business. •Explain how to value a business using Capitalized Cash Flow (CCF) and Discounted Cash Flow (DCF) valuation approaches Notes All participants are requested to bring a calculator to this seminar to participate in the case studies. Mark Weston Full-Day CAL January 25, 2018 08:30-16:00 Register Now
00737 Practical Tips for Controllers & CFOs This full-day seminar covers several hundred useful tips for accountants in financial leadership. The tips are illustrated through concrete examples derived from practical experience. You won’t find these tips in seminars or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. This seminar “grows” continuously as new tips are added from past participants. It provides specific opportunities for bench-marking your practices with those of your peers. Over 4,200 accountants have attended this seminar. The seminar was created and is presented by an experienced CFO, with extensive real-life insight. Notes: Classes are limited to thirty (30) participants. Register early to guarantee your seat.

Accountants in leadership positions, such as controllers, CFOs and directors of finance, as well as those in public practice or consulting, who advise clients.

Stephen Priddle CPA CA CMA Full-Day CAL December 11, 2017 08:30-16:00 Register Now
Stephen Priddle CPA CA CMA EDM December 04, 2017 08:30-16:00 Register Now
Stephen Priddle CPA CA CMA EDM March 21, 2018 08:30-16:00 Register Now
Stephen Priddle CPA CA CMA CAL March 22, 2018 08:30-16:00 Register Now
00983 Advanced Financial Statement Analysis Analyzing financial statements is no easy task. In a world where some companies report results using International Financial Reporting Standards (IFRS), others report using U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE), this task is becoming more and more challenging. Financial statements are froth with managerial judgment and it is difficult to assess the financial health of an organization or compare companies based on numbers alone. This full-day seminar focuses on how to analyze financial statements, particularly the lesser known techniques which are becoming more and more important when comparing IFRS, GAAP or ASPE reporting. It will review the right situations in which to use straightforward financial ratio analysis and will also address adjustments which must be made to statements prior to the use of ratios so that financial analysis techniques are applied effectively. Finally, it will highlight other measures which must be taken into account to arrive at a detailed assessment of a company’s financial health. This seminar is highly interactive and hands-on. Participants will analyze real company financial statements and attempt the exercises to learn through doing. It is helpful but not mandatory to have an understanding of financial ratio analysis prior to attending this seminar. Notes Participants should bring a calculator with them to obtain maximum benefit. It is helpful but not mandatory to have an understanding of financial ratio analysis prior to attending this seminar. Karine Benzacar Full-Day EDM November 29, 2017 08:30-16:00 Register Now
Karine Benzacar CAL March 28, 2018 08:30-16:00 Register Now
01034 Powerful Financial Analysis Does part of your role or the role of those you supervise involve financial analysis? In today’s fast-paced corporate world, financial analysis can mean many things. This full-day seminar will cover the key facets of a financial analyst’s role within an accounting department and help analysts further their career by providing meaningful information to those around them. Covers topics like reviewing cost centre reports, monthly reports, budget reports and other variance reports. Note: Participants are asked to bring a financial calculator to the seminar. Karine Benzacar MBA FCPA FCMA CPA (Del,USA) Full-Day EDM November 28, 2017 08:30-16:00 Register Now
Karine Benzacar MBA FCPA FCMA CPA (Del,USA) EDM March 26, 2018 08:30-16:00 Register Now
Karine Benzacar MBA FCPA FCMA CPA (Del,USA) CAL March 27, 2018 08:30-16:00 Register Now
01169 Quality Control Manual for Public Practitioners – Canadian Standards of Quality Control Every public accounting firm performing assurance engagements is required to implement, maintain and monitor a system of quality control (QC). This seminar is designed to help small firms understand the requirements of Canadian Standard on Quality Control (CSQC 1) and how those requirements can be addressed in a smaller practice. Methods to manage the risks identified in CSQC 1 will be discussed as well as the documentation of the processes to evidence compliance. Participants will gain a better understanding of the practice risks contemplated by CSQC 1 and how to develop and document appropriate controls to address those risks, including compliance with monitoring annual and periodic file inspections. Patricia L Dahm CPA CA Half-Day CAL November 27, 2017 08:30-12:00 Register Now
Patricia L Dahm CPA CA EDM March 16, 2018 08:30-12:00 Register Now
  
Project Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01143 The Essentials of Project Management Understanding the key elements of the project management process helps everyone to contribute most effectively.
This full-day seminar equips the participants with tools and techniques to enable them to be effective project team members and to play their part in ensuring their projects achieve success.
Bonnie Trathen Full-Day EDM December 14, 2017 08:30-16:00 Register Now
01073 Just For Leaders: Project Management 101 This fast-paced and content-rich full-day seminar will cover all these aspects of project management – the nuts-and-bolts skills combined with the non-technical components, the details tied into the big picture.When most people think about project management, they think about core technical skills such as Gantt charts, PERT charts, dependency sequencing, and resource leveling. But successful project managers will tell you that effective project management is far more. It’s also the essential soft skills of communicating consistently, building teams, managing time and dealing with organizational politics, to name just a few. And when you add in the possibility that you’re often working with borrowed resources (people, expertise, funding) that could get pulled with no advance warning, the difficulties start to multiply. Add in the biggest complaint heard from most project managers – I get all the responsibility but not the needed authority – and you can see why project management can be challenging.
 This fast-paced and content-rich full-day seminar will cover all these aspects of project management – the nuts-and-bolts skills combined with the non-technical components, the details tied into the big picture.
Merge Gupta-Sunderji Full-Day CAL January 26, 2018 08:30-16:00 Register Now
Merge Gupta-Sunderji EDM November 28, 2017 08:30-16:00 Register Now
                                                                                          
Information Technology
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01733 NEW Mastering PivotTable Calculations and Data Summaries These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special “show values as” data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on mastering PivotTable calculations and data summaries. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online January 31, 2018 08:00-10:00 Register Now
01732 NEW Mastering the Excel Data Model These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and 2016. The Data Model is the core foundation of PowerPivot, but all users can take advantage of the added power of the Data Model without this premium add-in available in Office Professional Plus and the standalone version of Excel. With the Data Model, users can 1) relate multiple Excel tables, build PivotTables on multiple Excel tables, and 3) analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports. This webinar will provide the knowledge and skill necessary to take full advantage of the Excel Data Model. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online January 09, 2018 11:00-13:00 Register Now
00727 Financial Modelling in Excel This interactive full-day seminar enables participants to confidently build a suite of forecast financial statements for a company in Excel using best modelling practice. Notes: This is a hands-on seminar. Participants will be required to bring a laptop with Excel (any version, preferably 2007+ on a Windows based computer) installed. You will be emailed some Excel templates in advance of the seminar which you will have to load onto your laptop. Antoine Bishara Full-Day EDM November 30, 2017 08:30-16:00 Register Now
Antoine Bishara CAL December 01, 2017 08:30-16:00 Register Now
01565 Advanced Excel Functions & Formulas These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Excel has more than 300 functions, many of which are unused by most accounting and finance professionals. Some of these little used functions can be used to calculate depreciation, mortgage interest and principal reduction, cash flow analysis over unequal periods, and trap errors. It’s time for you to break out of your Excel cocoon. This two-hour session will put you on the path to improved Excel productivity by introducing you to powerful and time saving but little used Excel functions. Among other topics, you will learn about logical and conditional formulas, including using Boolean operators; advanced financial formulas such as XNPV and XIRR; innovative uses for Excel’s date functions, and SUMPRODUCT, GETPIVOTDATA, and INDIRECT. Notes: This session is available only online. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online January 24, 2018 08:00-10:00 Register Now
01522 Integrating Excel with Word and Powerpoint These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Excel is the accountants’ tool of choice for analyzing data, but their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or re-key their analyses to integrate them into Word and PowerPoint, but these Microsoft Office products offer a full range of options for integrating data among and between them. Tables and text in Word documents and PowerPoint presentations can be linked and updated as analyses in Excel is updated or changed. This session contains all of the tips, tricks, and techniques necessary to ease the process of integrating Excel with Word and PowerPoint. Prerequisite: Good working knowledge of Excel, Word, and PowerPoint. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded.
Mac Mcclelland Live Webinar Online December 20, 2017 13:30-15:30 Register Now
01700 NEW SECURING YOUR DATA – PRACTICAL TOOLS FOR PROTECTING INFORMATION – WEBINAR These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Security is not optional and yesterday’s security techniques are not working to minimize today’s security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data. In this program, you will learn about the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication, and more. You will also learn the types of questions you should be asking of your staff to ensure server-based information remains protected. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Brian Tankersley Live Webinar Online December 27, 2017 07:00-11:00 Register Now
01571 Excel PivotTables for Accountants – Part 2 These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. This webinar is a continuation of Excel PivotTables for Accountants – Part I. It extends and builds upon the foundation of PivotTable topics covered in that course and includes in-depth coverage of using advanced data summary functions and creating calculated items and fields. Prerequisite: Excel PivotTables for Accountants – Part I or equivalent level of knowledge. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online January 24, 2018 11:00-15:00 Register Now
01618 Top Excel Tips and Tricks These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Even in the newest versions of Excel, many time-tested, tried-and-true tips and tricks continue to provide great value to Excel users. This session will cover some of the top Excel tips and tricks based on twenty-five years of delivering continuing education to accountants and business professionals. Some of the tips covered include enabling global rounding to avoid the “one-cent” rounding error in Excel, using the Camera to create dynamic reports from multiple ranges, and using Data Validation to automate data entry and reduce error rates. Whether you are a new or experienced Excel user, don’t miss this opportunity to improve your spreadsheet skills. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online December 22, 2017 08:00-10:00 Register Now
01695 NEW DO IT YOURSELF BUSINESS INTELLIGENCE – WEBINAR These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. With Microsoft’s new “Power BI” tools, you can now create powerful, interactive, and visually-compelling summaries of potentially vast quantities of data directly from your computer and without the assistance of your technology team. In this webinar, you will learn how to use Microsoft’s Power BI tools to solve many of the financial and operational reporting issues you face each day. More specifically, you will learn how to leverage your existing understanding of Microsoft Excel to harness the power of tools, such as Power Query, Power View, Power Map, and Power Pivot. Prerequisite: Basic understanding of computer operations, including Microsoft Office Excel 2010 or newer. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online December 21, 2017 11:00-15:00 Register Now
01415 Do It Yourself Business Intelligence  
These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. With Microsoft’s new “Power BI” tools, you can now create powerful, interactive, and visually-compelling summaries of potentially vast quantities of data directly from your computer and without the assistance of your technology team. In this webinar, you will learn how to use Microsoft’s Power BI tools to solve many of the financial and operational reporting issues you face each day. More specifically, you will learn how to leverage your existing understanding of Microsoft Excel to harness the power of tools, such as Power Query, Power View, Power Map, and Power Pivot. Prerequisite: Basic understanding of computer operations, including Microsoft Office Excel 2010 or newer. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded.
Ward Blatch Half-Day EDM November 30, 2017 12:30-4:00 Register Now
Ward Blatch CAL February 12, 2018 12:30-4:00 Register Now
01414 Business Continuity: Best Practices for Managing Risks Are you and your team members prepared for a business disruption? Natural disasters, technology glitches, human failures, and even sabotage and terrorism threaten businesses of all sizes today. In this half-day seminar, participants will learn how to develop and implement a business continuity plan (BCP) to help manage the risks associated with business interruptions. Participants will learn how to manage key issues related to staffing, how virtualization can speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure that you always have access to your critical data and applications. Most importantly, you will learn how to identify your organization’s major risks and create an effective plan to address these contingencies. Today’s technology-dependent organizations must have a plan for how they will operate when facilities, power, communications, or technology fail or become compromised. Unfortunately, many companies learn about critical weaknesses in their infrastructure only after experiencing a critical outage. Participate in this seminar and learn how to identify, understand, and develop strategies for mitigating critical business interruption risks.
Ward Blatch Half-Day EDM November 30, 2017 08:30-12:00 Register Now
Ward Blatch CAL February 12, 2018 08:30-12:00 Register Now
01678 Advanced Pivottables, Including PowerPivot PivotTables are Excel’s most powerful feature and if you are looking to raise your game with PivotTables, then you should plan to participate in this half-day session that will surely elevate your skills. Designed for those who already work extensively with PivotTables, this program shows how you can do even more with PivotTables to summarize, report, and analyze potentially very large volumes of data. In this program, you will learn how to build PivotTables from Data Models and how to leverage PowerPivot to take advantage of even more advanced features and functions, such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, Dimensions, and OLAP reporting. If you currently use PivotTables on a regular basis and want to take advantage of the powerful advanced features available in this tool, then sign up today for this program. Note: This program is taught at an advanced level; other, more fundamental coverage of PivotTables is offered in our Excel PivotTables for Accountants seminar. Many of the concepts taught in this course depend upon access to PowerPivot, available only in the Professional Plus editions of Excel 2013 and Excel 2016.
Ward Blatch Half-Day CAL November 27, 2017 08:30-12:00 Register Now
Ward Blatch EDM February 14, 2018 08:30-12:00 Register Now
01544 Excel Tables and Data Models- Efficiently Managing, Analyzing & Reporting Your Data In this full-day seminar, learn about two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed. Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the receipt for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this seminar! Prerequisite: Fundamental knowledge of Microsoft Office Excel 2007 or newer. Notes: This seminar is a group-live demo and discussion. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or above.
Ward Blatch Full-Day EDM December 01, 2017 08:30-16:00 Register Now
Ward Blatch CAL February 13, 2018 08:30-16:00 Register Now
01676 NEW Advanced Excel Reporting- Best Practices, Tools and Techniques If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.
You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program! Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.
Marion Williams Half-Day EDM March 07, 2018 08:30-12:00 Register Now
01037 Excel Macros You have used Excel for years and Lotus prior to that! During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this half-day seminar will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel. In this half-day seminar, you will learn how to use Excel’s Macro Reader to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. This seminar will be taught in Excel 2016. References will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Notes: Seminar is a live demo and discussion using computer projection. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or above. Designed for those with little, if any, experience working with macros, this seminar teaches the fundamentals of creating and working with macros in Excel.
Marion Williams Half-Day EDM March 07, 2018 12:30-16:00 Register Now
01443 Excel Financial Reporting & Analysis Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike.
The purpose of this full-day seminar is to uncover Excel’s hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for accountants in the following six major topic areas: advanced techniques for formatting reports and financial statements, assembly and printing of reports and schedules, using templates to automate reporting processes, advanced financial analysis with PivotTables connected to the General Ledger using ODBC, data consolidation, and using charts and digital dashboards for presenting financial information. Participants will have access to sample data files. This seminar will be taught in Excel 2016. References will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Prerequisite: Fundamental knowledge of Excel operations. Notes Seminar is a live demo and discussion using computer projection. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or above.
Marion Williams Full-Day EDM March 09, 2018 08:30-16:00 Register Now
00916 Paperless Office Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would like to have secure, reliable access to information more rapidly than you have today while reducing storage space requirements and costs. No one expects a completely “paperless” office, but everyone would like to have much “less paper” to manage! This course will use best practice methods and demonstrate proven processes for document management. The instructor will guide you through the file organization and retention process from simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow. Example topics include how to integrate digitized hard copy files with documents that already exist in your system, such as Word, Excel, and Outlook e-mail files and how to manage long-term electronic file systems. There will be discussion on exporting and importing data from specialized applications such as tax or accounting software into a total document management solution. Considerations for implementing paperless audits will be included. You will leave this seminar with a comprehensive understanding of your options and a clear direction of how to implement your own version of the Paperless Office. The course will begin with understanding paperless issues and how to best organize your paper and electronic documents today. It then moves on to suggest what options are best for you to eliminate paper, what documents to maintain electronically, and how to retire expired documents. The goal is to improve productivity and to reduce cost. Prerequisite: Fundamental knowledge of computer operations. Notes: Seminar is a live demo and discussion – NOT a hands-on seminar.
Ward Blatch Full-Day CAL November 29, 2017 08:30-16:00 Register Now
Ward Blatch EDM February 16, 2018 08:30-16:00 Register Now
00825 Cloud Computing “Cloud Computing.” You’ve heard the term, but what does it really mean and how will it impact you both personally and professionally? In this seminar, you will learn the fundamentals of cloud computing, including what cloud computing really is. The course then shifts into a discussion to help you understand if cloud computing might be right for your organization or for your clients. From there, you will learn about the leading providers of cloud-based services and which of their solutions might be right for your organization or for your clients. Additionally, during the seminar you will learn how to migrate to cloud-based solutions and how to avoid the major pitfalls along the way.
In this seminar, leading solutions from organizations such as Azure, Microsoft, Google, Zoho, Thomson Reuters, CCH, Intuit, Intacct, Sage, Salesforce.com, Wave, XCM Solutions, Bill.com, VMWare, Amazon, Concur, Cloud9 Real Time, HubDoc and many others will be reviewed to help you understand the opportunities that exist today to move your organization forward and begin increasing the return on your investment in technology. A special focus of this seminar is the impact that cloud computing will have on the accounting profession, regardless of whether you work in public accounting, industry, governmental, educational, or not-for-profit institutions. Don’t miss this chance to learn about cloud computing and the potential for you to improve information services within your organization while improving efficiency and driving down costs!Notes: Seminar is a live demo and discussion using computer projection – NOT a hands-on seminar.
Ward Blatch Full-Day EDM February 15, 2018 08:30-16:00 Register Now
Ward Blatch CAL November 28, 2017 08:30-16:00 Register Now
01444 Excel Budgeting & Forecasting Techniques Are your budgeting and forecasting processes working as well as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this full-day seminar, participants will learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques. Additionally, participants will learn how to account for risk and uncertainty in budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. If you are involved in budgeting and forecasting activities, you will not want to miss this opportunity to learn how to reduce the amount of time spent on these tasks, while simultaneously increasing their value. This seminar will be taught with Excel 2016. References will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Prerequisite Fundamental knowledge of Excel 2007 or newer. Notes Seminar is a live demo and discussion using computer projection. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Microsoft Office 2007 or above. Karen Granville Full-Day CAL March 07, 2018 08:30-16:00 Register Now
01570 Excel PivotTables for Accountants – Part I These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This webinar will begin with basic PivotTables and progress to advanced PivotTable topics. Prerequisite: Fundamental knowledge of Microsoft Excel. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded.

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Mac Mcclelland Live Webinar Online December 19, 2017 11:00-15:00 Register Now
Mac Mcclelland Online January 24, 2018 11:00-15:00 Register Now
01519 Excel Data Combination and Consolidation These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Combining data from multiple sheets or workbooks is daily fare for most accountants, yet many professionals do not fully appreciate the breadth of Excel options available for accomplishing this task. From simple sum-through formulas to auto-merging workbooks to consolidation PivotTables, this session comprehensively covers the full range of Excel data consolidation functionality. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session. Prerequisite: Basic working knowledge of Excel. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded..

Accounting and finance professionals who calculate summaries from consolidated or combined data.

Mac Mcclelland Live Webinar Online December 19, 2017 08:00-10:00 Register Now
01520 Harness the Power of Array Formulas These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Array formulas, which work on arrays of data rather than individual cells or ranges, allow users to make calculations that would otherwise be impossible with ordinary formulas. They can perform multiple discrete calculations in a single cell or return results to multiple cells. For example, an array formula can be used to round off totals or subtotals, a feat that is impossible to accomplish with an ordinary formula. Don’t miss this opportunity to harness the power of array formulas to improve your analytical abilities in Excel. Prerequisite: Good working knowledge of Excel with a fundamental understanding of Excel formula building. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 2 Price: $79.00

Accountants and business professionals who want to better understand array formulas and put their power to use in common accounting and business scenarios

Mac Mcclelland Live Webinar Online December 12, 2017 08:00-10:00 Register Now
01619 NEW Excel Tips, Tricks and Advanced Techniques for Accountants Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Tickets: 6 Price: $199.00

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Steve Yoss Live Webinar Online January 30, 2018 08:30-16:30 Register Now
01516 NEW Create Stunning Dashboards with Power BI Desktop These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Microsoft has created an alternative environment for creating user-interactive dashboards without Excel. The FREE Power BI Desktop application allows business professionals to create stunning dashboards using quick and easy drag-and-drop processes, similar to Power View, but without the need to invest in Excel 2013/2016. If you have an older version of Office, are using a Mac, or have large data sets that require the additional memory space of a 64-bit application, Power BI Desktop is for you. It has more than twice the data visualizations in Power View and connects to more external data sources. Power BI Desktop opens a new era in data analysis and reporting. Don’t miss this opportunity to see this amazing new reporting tool in action. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online December 20, 2017 11:00-13:00 Register Now
01621 NEW Critical Tips for Avoiding Identity Theft These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Identity theft is the fastest growing crime in the United States, with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. It can cause irrevocable damage to an organization’s reputation and change public opinion. This session will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 2 Price: $79.00 Steve Yoss Live Webinar Online January 16, 2018 08:30-10:30 Register Now
01590 NEW Small Business Internal Controls, Security, and Fraud Prevention and Detection These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. More than ever, the importance of internal controls is being escalated. For small businesses, maintaining an effective system of internal controls presents a significant challenge. Implementing many of the theoretical concepts surrounding internal controls – such as segregation of duties – may not be practical or even possible in some cases. Consequently, the current internal control structure of many small businesses fosters an environment in which too much risk is present. This webinar assists accountants in evaluating, developing, and implementing an effective internal control structure in a small business environment. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 6 Price: $199.00

Mac Mcclelland Live Webinar Online January 10, 2018 07:30-15:30 Register Now
01625 NEW Power Up Your PivotTables These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special “show values as” data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on how to “power up” PivotTables. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac McClelland Live Webinar Online December 21, 2017 08:00-10:00 Register Now
01640 NEW Microsoft Office 2016 – Improving Productivity with New Features These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. It’s here! Microsoft Office 2016 is now available to businesses of all sizes and if you are considering upgrading or have already upgraded, then don’t waste a moment of your valuable time trying to learn Office 2016 on your own; instead, let the team at K2 Enterprises assist you in maximizing your return on your investment in Office 2016. Prerequisite: Basic understanding of Microsoft Office The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 3 Price: $129.00 Brian Tankersley Live Webinar Online December 27, 2017 11:30-15:30 Register Now
01650 NEW Cloud Computing RECORDED: DECEMBER 2016 In this session we will cover the essentials of cloud-based computing for accounting in industry by 1) discussing when to move your organization to the cloud, 2) defining the responsible transition from a paper-based to a cloud-based platform, 3) outlining security in the digital environment, 4) sharing best practices in digital file management, and 5) reviewing cloud-based financial technology and integrations on the market and efficiency discussions. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. AVAILABLE UNTIL MARCH 31, 2018 Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 - March 31, 2018 N/A Register Now
Excel
00934 Excel Boot Camp If you are ready for two days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level. In addition to long-standing features in Excel such as lookup functions, the Camera tool, and formatting options, this program will highlight the number of recent improvements to Excel including additions to the function library, tables, a vastly improved charting engine, and an overhaul of PivotTable functionality. You will also learn various techniques for enhancing, not only your efficiency, but also your effectiveness, when working with Excel by taking advantage of a wide variety of “power features” to assist you in creating accurate spreadsheets in a fraction of the time previously required This seminar will be taught in Excel 2016. References will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Prerequisite: Fundamental knowledge of Excel 2007 or higher. Notes: Seminar is a live-demo and discussion using computer projection. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Microsoft Office 2007 or above. Karen Granville Two-Day EDM March 01, 2018 08:30-16:00 Register Now
01617 EXCEL 2013/2016 – BEST NEW FEATURES FOR ACCOUNTANTS These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Excel 2013 was a watershed release with many outstanding new features – automated analysis with recommended PivotTables and charts, pure power analysis with the Power View and PowerPivot add-ins, and advanced workbook auditing with Inquire. But that’s not all! Excel 2013 provides powerful and easy to use new features like Flash Fill, Timelines, Quick Explore drill down and around, Combo charts, and the ability to open workbooks in their own window without losing the ability to copy and paste between workbooks. Excel 2016 continues the trend with six new chart types, forecast sheets, and Power Query integration. Attend this webinar and learn how to put the power of Excel 2013/2016 to work immediately to improve your productivity. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded.

Accounting and financial professionals who want to put the power of Excel 2013/2016 and its new features and functionality to use right away

MCCLELLAND, Mac Live Webinar Online December 11, 2017 11:00 AM-1:00 PM Register Now
01612 Excel Tables – Database Technology Comes to Spreadsheets Tables are new in Excel 2007 and newer versions. Think of them as two-dimensional Excel databases with special functionality to ease and enhance the way users sort, filter, format, and analyze information. Tables can be directly linked to external databases, such as the G/L, for easy update, and serve as dynamic data sources for PivotTables and charts. This webinar will cover the full breadth of functionality provided by tables, including auto expansion, formula replication, and structured referencing.

Accounting and financial professionals interested in increasing their proficiency and efficiency when working with Excel

Mac Mcclelland Live Webinar Online December 11, 2017 08:00-10:00 Register Now
01624 NEW Excel Best Practices These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded.

Excel users who want to learn best practices for working with spreadsheets

Brian Tankersley Live Webinar Online December 28, 2017 07:30-15:30 Register Now
00549 Advanced Excel Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. LAPTOP FRIENDLY This full-day seminar takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this seminar! Participants will have access to sample data files. This full-day seminar will be taught in Excel 2016. Reference will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Prerequisite Experienced Excel user. Notes Seminar is a live demo and discussion using computer projection. This seminar is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or higher. Karen Granville Full-Day CAL March 05, 2018 08:30-16:00 Register Now
Karen Granville EDM November 24, 2017 08:30-16:00 Register Now
01093 Advanced Data Magic with Excel Ready to take your Excel skills to the next level? This full-day seminar starts by clarifying some key Excel misunderstandings. We will then discover how advanced functions will improve your calculating skills. This seminar will cover bringing in data from an outside source in depth. Participants will learn how to use Excel’s data analysis tools, including advanced lookups. Then the seminar dives into array formulas, a powerful tool that very few Excel users understand. Finally, you will be exposed to PowerPivot, a tool first introduced in Excel 2010 that enables you to work with large amounts of data from multiple data sources. PowerPivot is not available in Excel 2007, is a free download for Office 2010 and only available in Office 2013 Professional Plus, Office 365 ProPlus or Excel 2016. Notes This seminar requires an intermediate level of Excel knowledge. Note that users of Excel 2007 will be able to complete all of the topics covered, with the exception of the fifty (50) minutes on PowerPivot. The seminar is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or higher. This seminar will be taught with Excel 2016 with references made to Excel 2013, 2010 and 2007. Karen Granville Full-Day CAL March 06, 2018 08:30-16:00 Register Now
00739 NEW Excel Tips, Tricks & Techniques Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed full-day seminar contains hundreds of tips, tricks, and techniques to improve your productivity. Its content is based on over twenty years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting just like you. This seminar has six major areas of topical coverage: productivity tips & tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks, and printing essentials. If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training seminar for accountants, you need this seminar! Participants will have access to sample data files. This seminar will be taught in Excel 2016. References will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007. Prerequisite: Fundamental knowledge of Excel operations. Notes: Seminar is a group-live demo and discussion using colour computer projection. This seminar is “laptop-friendly,” so feel free to bring your laptop equipped with Excel 2007 or above. Marion Williams Full-Day EDM March 08, 2018 08:30-16:00 Register Now
01318 NEW Excel-Based Dashboards The objective of this half-day seminar is to look at the requirements as outlined in the CPA Canada Handbook and the Rules of Professional Conduct, and how to apply these standards in public practice on a consistent basis for a compilation engagement. The seminar material will cover professional judgment issues as to what should be in working paper files, how “association rules” impact these engagements, whether or not the practitioner has to be independent, monthly bookkeeping assignments and information gathering for tax compliance purposes. Prerequisite Review CPA Canada Handbooksections 9200 and AuG-5. Brain Tankersley Live Webinar Online November 28, 2017 07:30-15:30 Register Now
01643 NEW Excel Guru – Tips to Make Your Head Spin These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. How much do you know about Excel and the features and functionality it provides that could make a difference in your personal day-to-day productivity? Most accountants and other business professionals use less than 20% of the functionality of this product. Are you taking advantage of the features that are best for you? This session is sure to deliver many thought-provoking ideas and tips for getting better results with less effort and in less time. Prerequisite: Good working knowledge of Excel The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online December 20, 2017 08:00-10:00 Register Now
01644 NEW Detecting and Preventing Spreadsheet Errors Spreadsheet error rates are at alarmingly high levels and have remained stuck there for years. In fact, many professionals who study this topic estimate that approximately 90% of spreadsheets contain errors. One organization  – the European Spreadsheet Interest Group  – identifies the top three reasons for spreadsheet errors as: 1) human error, 2) fraud, and 3) overconfidence. Regardless of the cause of spreadsheet errors, in an era in which business professionals rely increasingly on spreadsheets, the current error rate is not acceptable. In this session, you will learn techniques to help prevent and detect spreadsheet errors so that you will have confidence in the spreadsheets used by your organization. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online December 22, 2017 11:00-13:00 Register Now
Excel - Online
01702 NEW Excel with Macros & VBA Level 1 A key aspect to this training is learning to generate VBA (Visual Basic for Applications) code by using “Macro Recording Best Practices”. These best practices enable the generation of VBA code that requires little or no modification. Therefore, this training is a Worksheet-Centric approach to creation of Macro/VBA code. This is very different from the traditional Code-Centric approach taught by the vast majority of VBA courses. While a Code Centric approach is used during Level 3 training, by then, students are better equipped to handle manual coding “from scratch”. As a result, Training Levels 1 and 2 provide “A Truly Non-Programmer Approach” to VBA Code Creation by using a paradigm that Excel users immediately understand, namely “Excel’s Worksheet Environment”. Thus, typical Excel users can more easily see how to automate their repetitive Excel processing. Each Worksheet Oriented Macro Recording Session, is followed by the use of Excel’s VB (Visual Basic) Editor for the examination, and as needed, modification of generated VBA code. This exposes students to manual VBA coding in very small doses. Thus, during Training Levels 1 and 2 students are being prepared for total VBA coding in Level 3. Key aspects to this training include learning to: Use AutoFill, Create/Use Data Validation, Create Absolute and Relative Reference Macros, Create Static and Dynamic Range References, Assign Macro Security Settings, Learn to Correctly Save and Open Excel Files with Macros, Create Global and Local Macros, Create Global and Local Range Names, Create Messages to Enable User Control Over Macros, Identify “Breakable VBA Code” and Know How to Make It Unbreakable, Create Worksheet Buttons to Simplify Macro Execution, Learn to Use the VB Editor, Hide and Protect Sensitive Workbook Components from Accidental User Change, Flag Missing Mandatory Form Inputs, Create a Macro Undo Capability, and Make Macro Code Backwards Compatible to Prior Versions of Excel. NOTE: Each course includes an Online Student Workbook (eBook), along with the Excel Files used during video training exercises. Training Videos include an On Screen Instructor which gives the feel of a live training session. And, a Responsive Help Ticketing System is used for online support, with Screen Sharing available, if needed. Prerequisites: This course is not intended for Excel beginners. An intermediate to advanced knowledge of Excel is expected, which means that students should have experience creating their own worksheet solutions, based on the use of a variety of Excel features. While no prior Macro creation experience is needed, it is expected that students will be comfortable dealing with technical aspects of Excel that average users may never face. This includes dealing with VBA code during the examination and modification of code generated by Macro Recording.
Dennis Plum Recorded Webinar Online January 16, 2018 - February 12, 2018 N/A Register Now
01703 NEW Excel with Macros & VBA Level 2 As is done in Level 1 training, a key aspect to this course is learning to use “Macro Recording Best Practices”. During Level 2 best practices include “How to use Multiple Files” and “How to Automate Excel’s various Data Analysis Features”. These best practices are used “Prior to Macro Recording, During Macro Recording, and Following Macro Recording”. As with Level 1 Training, this approach is very different from the traditional Code-Centric approach taught by the vast majority of VBA courses. As a result, students learn to automate the above analyses, by generating the majority of VBA code required and learning to tweak or enhance the generated code. Each Worksheet Oriented Macro Recording Session, is followed by the use of Excel’s VB (Visual Basic) Editor for the examination, and as needed, modification of generated VBA code. This exposes students to manual VBA coding in very small doses. Thus, during Training Levels 1 and 2 students are being prepared for total VBA coding in Level 3. In addition to the “How to automate…” topics mentioned below, key aspects to this training include learning: When to use “Permanent” versus “Current Period” Links between Files, below How to Make use of Certain Macro Tools Included with the Training to Eliminate Otherwise Complex Manual VBA Coding , The Importance of Creating and Testing a Macro Recording Plan (Prior to Actual Recording), Options for Dealing with File Paths Generated by the Macro Recorder during a File Open, How to Introduce Loops and Variables into Recorder Macro Code, How to Automatically Detect and Eliminate “Variable Name” Errors, and Two Ways to Handle Macro Run-time Errors so that User Friendly Messages are Displayed whenever such an Error Occurs. NOTE: Each course includes an Online Student Workbook (eBook), along with the Excel Files used during video training exercises. Training Videos include an On Screen Instructor which gives the feel of a live training session. And, a Responsive Help Ticketing System is used for online support, with Screen Sharing available, if needed. Prerequisites: Prior to this course, “Excel with Macros & VBA – Level 1” training is required. Level 2 training builds upon the concepts and skills covered in the Level 1 course. Dennis Plum Recorded Webinar Online February 13, 2018 - March 12, 2018 Register Now
01569 NEW Excel Budgeting Techniques These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets. Prerequisite: Good working knowledge of Excel. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Mac Mcclelland Live Webinar Online December 22, 2017 13:30-15:30 Register Now
Microsoft Office
01524 Office 2016 or Office 365 – Make the Right Decision Office 365 burst on the IT landscape amid great fanfare, but many accounting and business professionals are confused by the large array of options available from Microsoft. Should I subscribe to Office 365 or purchase Office 2016? What are the advantages and disadvantages of using Office 365? What are the relative costs of using Office 365 versus Office 2016? Can I subscribe to the desktop applications only or must I also accept unneeded cloud services, such as Exchange-based email or SharePoint? With Office 365, must I store all of my data in the cloud? Must all of my staff be on the same version of Office 365? What upgrade fees will my organization face when a new version of Office is released? Get the answers to these and other important questions in this fast paced session designed to make sure that you have all the information necessary to make the decision. Mac Mcclelland Live Webinar Online December 11, 2017 13:30-15:30 Register Now
01581 NEW Word Advanced Tips, Tricks and Techniques These webinars are delivered by K2E which is an American based company. Please note some US based content and examples will be used during this webinar. Like most Microsoft Word users, you know the basics of creating a document: entering text, adding formatting, and saving and printing a file. But, do you use Word Styles or Quick Parts? Do you know how to generate a Table of Contents automatically from a document? Can you insert Excel-like formulas into Word Tables? If your answer to any one of these questions is “no,” then don’t miss this opportunity to improve your knowledge, skill, and productivity in using Microsoft Word. In this session, we will examine some of Word’s most powerful tools and functionality for producing more polished, professional documents in a fraction of the time. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Tickets: 4 Price: $129.00

Accounting and financial professionals who work with or plan to work with Word and who desire to become more efficient in using Word

Mac McClelland Live Webinar Online January 17, 2018 11:00-15:00 Register Now
Mac McClelland Online December 12, 2017 11:00-15:00 Register Now
PowerPoint
Other
00938 Income Taxation of Portfolio Investment for Individuals Accountants are continually challenged by the creativity in the design and marketing of investment products and strategies. With the proliferation of new products, questions often arise regarding the taxation of the income component. This half-day seminar will explain the application of income taxation to various investment products to assist in the preparation of personal and corporate income tax filings, the analysis of owning portfolio investments personally vs. corporately, and to assist clients in analyzing the after tax comparison of alternative investment strategies. At the end of the seminar, you should be able to calculate the income for income tax purposes from portfolio investments; compare the taxation of various investment products and determine how that taxation affects the after-tax return; advise clients on the income tax implications of diverse portfolio investment products; and assist clients in improving the tax effectiveness of their portfolio holdings. Hugh Neilson Half-Day CAL February 02, 2018 08:30-12:00 Register Now
Hugh Neilson EDM January 30, 2018 08:30-12:00 Register Now
         
Communication
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
99025 Having Difficult Conversations 101: Foundations Webinar What do you do when you think there is a chance the person will not like or agree with what you have to say? What if you just know it’s going to be a ‘bad’ conversation? Rather than putting it off, learn the foundations of what you can do to be more effective by attending this webinar. We all have to have conversations at some point that we just don’t want to have. This two hour session explores what the people who hold difficult discussions ‘think and do’ to be successful. We’ll explore common mistakes people make … and discover an essential element for managing our own emotions. Along the way, we’ll discuss best practice strategies about how to set yourself up for an effective conversation, what to do during the conversation, and tips for how to stay on track. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Karen Denega Live Webinar Online March 24, 2018 13:00-15:00 Register Now
Karen Denega Online November 25, 2017 13:00-15:00 Register Now
99407 Communications: Express Yourself! Webinar This webinar focuses on the art of expressing yourself in face-to-face interactions – whether at work or in life. You will explore key concepts of how to be heard and get your message across effectively. We’ll learn tips to help reduce stress and makes us more confident when communicating with others and we’ll see if our current style of expressing ourselves is helping us or hurting us in our quest to express ourselves effectively. We’ll also look at what to do when we really need to get our point across, and what to do when we know the audience is resistant to hearing our message. The participant must be logged in during the live webinar and participate when prompted. Failure to participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live webinar will not be available after it has concluded. Karen Denega Live Webinar Online February 10, 2018 13:00-15:00 Register Now
01312 Communicating Under Pressure This full-day seminar will provide the knowledge and tools to communicate effectively in difficult and uncomfortable situations. You will gain tools to enable you to: • Stay calm and manage yourself under pressure • Defuse and emotional or difficult person • Deal with resistance and defensiveness • Set limits on inappropriate behavior and deliver feedback on performance issues • Say “no” graciously, but firmly • You will also receive feedback from the instructor to help you personalize the theory and apply it to your specific need Sharon Wilson Full-Day CAL March 14, 2018 08:30-16:00 Register Now
Sharon Wilson EDM March 15, 2018 08:30-16:00 Register Now
00915 Verbal Gymnastics: How to Communicate with Difficult People Do you lose sleep over conversations that you wish you could do over–and do better? Learn the art of communicating with difficult people without becoming one yourself. With a focus on practical tips for dealing with just about anybody, anytime, this seminar helps you stretch your communication muscles and tone your verbal technique with the help of a professional messaging coach. This interactive full-day seminar highlights the power of words to turn conflict into cooperation. Learn how to keep your cool and your integrity, while getting your message across. Find real-life solutions to real-life problems in a comfortable learning environment where laughter is a welcome by-product of professional development. Divona Herzog Full-Day CAL November 29, 2017 08:30-16:00 Register Now
01009 Building Relationships & Networks Building effective networks and relationships with peers and key stakeholders is important to getting work done. It is particularly important during times of intense change. Your effectiveness depends on your ability to influence stakeholders in a variety of challenging settings and situations. In this full-day seminar, you will learn how to build an effective network for influence, assess and increase your ability to apply power positively, and adapt your communication to meet the needs of a variety of audiences and stakeholders (internal and external) including suppliers, peers, and senior managers.
Esther Hudson Full-Day CAL December 08, 2017 08:30-16:00 Register Now
01284 How to Communicate with Confidence, Clarity & Credibility Whether you are a supervisor communicating a message to your team, a project manager pitching an idea or vision to clients, or a team member making a presentation to management, communication is a necessary part of everything you do. And if you’re not comfortable speaking up and out, you put yourself at a significant career disadvantage. But it doesn’t have to be that way. It is possible to feel and sound polished and professional no matter what kind of speaking or presentation situation pops up; it is feasible to create buy-in for your ideas AND get committed action from others. In this practical and useful full-day seminar, you’ll learn specific skills to craft your message, say your piece, and assert your confidence and credibility in any situation, even those with people who are more senior and experienced than you are. Merge Gupta-Sunderji Full-Day CAL March 27, 2018 08:30-16:00 Register Now
01125 Conversation, Connection & Influence : Build Relationships & Get Things Done Conversational competence might be the single most overlooked skill we fail to teach. It might sound like a funny question, but we have to ask ourselves: Is there any 21st-century skill more important than being able to sustain coherent, confident conversation?” This session will help you build a blueprint for building trusting, respectful relationships. Great conversations go beyond the mechanics of speaking and listening. There is no reason to learn how to show you’re paying attention if you are in fact paying attention.  A great conversation requires we listen with curiosity and genuine interest. They are transformative, not transactional. They leave you feeling something. They are emotional. They spark thinking. They create new energy, insight and awareness. People leave a real and inspiring conversation wanting to take action and feeling excited about what is next! What if you could have those kind of heartfelt meaningful conversations in ten minutes or less? If you would like your interactions to have a more positive moving impact you can learn what it takes. Conversations can be less polarized, less divisive, more compelling and inspiring and they can change your life and leadership! This session will cover off ten basic rules, but if you just choose one and master it, you will already enjoy better connections with more sway and influence. Tammy Robertson Full-Day EDM December 15, 2017 08:30-16:00 Register Now
Tammy Robertson CAL December 19, 2017 08:30-16:00 Register Now
99406 Communications: Listen Up! This foundational webinar focuses on the second dynamic of effective face-to-face communi- cation: Listening Effectively. Communication is a two-way street. In our quest to become better collaborators, mentors, supervisors, and leaders, we need to become highly effective listeners. Two-hour live webinar $139.99 or 4 passport tickets Karen Denega Live Webinar Online January 27, 2018 13:00-15:00 Register Now
99408 Communications: Bridging the Generations Webinar This webinar focuses on one of the key elements that can help us to be a ‘master communicator’. This webinar focuses on an area that is often overlooked and frequently misunderstood… and that interferes with your ability to succeed! At this webinar, you will take a close look at our ability to bridge the difference between the generations.
Two-hour live webinar
$139.99 or 4 passport tickets

Anyone who interacts with people in a role where they need to get buy-in, motivate others or supervise and lead people.

Karen Denega Live Webinar Online January 20, 2018 13:00-15:00 Register Now
 
Strategic Planning
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Leadership
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01718 NEW Proactive Interpersonal Management Skills The pace of change is speeding up, and that makes it appear that as individuals we are losing control over much of our lives. This session starts with an open discussion of areas in which change is happening, and its impact on participants’ lives. It then presents eight specific techniques for gaining that control back. Steve Prentice Live Broadcast: Full-Day Online December 14, 2017 07:00-14:30 Register Now
01716 NEW Motivation and Teamwork Understanding how to create and maintain a motivating environment can be challenging given the differing individual and team incentives involved in completing a project or task. Motivation is a powerful tool and current research shows that it can lead to increased productivity within teams. We will examine the current research on motivation and provide tangible tools and techniques to motivate yourself and the members of your team to achieve the project goals. Garth Sheriff Live Broadcast: Half-Day Online December 08, 2017 11:00-14:00 Register Now
01260 Practical Tips for Not- For- Profit- Financial Leaders This full-day seminar covers useful tips for accountants who work for not-for-profit organizations. The tips are illustrated through concrete examples derived from real experience. You won’t find these tips in seminars or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. The seminar was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of seminars and has spoken to thousands of accountants. Stephen Priddle Full-Day EDM December 05, 2017 08:30-16:00 Register Now
Stephen Priddle CAL December 12, 2017 08:30-16:00 Register Now
01692 NEW Your First 100 Days As CFO You’ve made it to the Office of the CFO, but now what? In this session, we will navigate the transition from manager to executive and walk through the first 100 days on the job. The skills that made you successful as a financial professional are not the same skills as those that will make you successful in your new role as a financial executive. Develop a new perspective and an approach to get launched on the right footing to establish credibility, assess your team, and prioritize your action plan. Blair Cook Half-Day EDM March 14, 2018 12:30-16:00 Register Now
Blair Cook CAL March 21, 2018 12:30-16:00 Register Now
01689 NEW Today’s CFO Tomorrow Leadership Development: Embody the Role of the Modern CFO
This two-day program blends a mix of hands-on learning activities with presentations of some of the latest thinking and research on various executive competencies for those aspiring or residing in the office of the CFO. The modern CFO is increasingly making strategic and leadership contributions, without losing any focus on the financial and management reporting roles they already embody. Get first hand experience role-playing as CFO of a fast growing company. In doing so, you will experience, feel, and learn first hand how to work through challenging situations that go beyond financial and technical skills.
Blair Cook Two-Day EDM March 12, 2018 - March 13, 2018 08:30-16:00 Register Now
Blair Cook CAL March 19, 2018 - March 20, 2018 08:30-16:00 Register Now
01132 The Leadership Evolution: Moving From Doer to Leader Now, more than ever, organizations look to their formal and informal leaders as the key to remaining effective in today’s environment. Whether you have direct reports or not, other people look to you to clarify, organize, and build a framework for the meaning of their work. The extent to which others see you in this way makes you a leader. As a leader, your organization expects that you will help to bring out the best in others while achieving high levels of business results. However, if you were promoted into leadership because of your technical skills or abilities, or if others look to you because you are an expert, you may not be able to meet the expectations of leadership yet. This full-day seminar is specifically designed to help you identify those things you must let go of, as well as those things you must learn to develop, that will help you achieve the expectations organizations and people have of you as a leader. You will experience a reframe in your thinking about how you lead and unleash your ability to exponentially increase your contribution to your organization. Participants will learn how to maximize their contribution to the organization by optimizing the engagement and productivity of direct reports. Esther Hudson Full-Day CAL December 19, 2017 08:30-16:00 Register Now
Esther Hudson EDM March 21, 2018 08:30-16:00 Register Now
01011 Integrity & Ethical Decision Making Integrity comprises perceived consistency of actions, values, methods, measures and principles. Integrity may be seen as the quality of having a sense of honesty and truthfulness in regard to the motivation for one’s actions. It is at the very heart of effective leadership. In this seminar you will explore how to make decisions and take action that demonstrates integrity and ethics in leadership action. You will develop awareness of connection between values, decision-making and action, and how to build trust through ethical action with stakeholders, leaders, peers and employees. The purpose of this full-day seminar is to learn how to make ethical decisions in complex leadership situations and take action that demonstrates integrity. Esther Hudson Full-Day EDM December 13, 2017 08:30-16:00 Register Now
Esther Hudson CAL March 12, 2018 08:30-16:00 Register Now
01677 NEW Controller As A Strategic Leader Today’s Controller must be a dynamic professional, with comprehensive business knowledge and exceptional leadership, management and interpersonal skills. This seminar on strategic leadership will focus on current leadership trends and strategy development, implementation and evaluation. Participants will learn how to add value in their organizations and will have opportunities to practically apply what they learn through interaction and knowledge exchange with their peers. This course should provide participants with an understanding of the varied aspects to the role of a Controller so that the Controller can be seen as an engaged business partner and provider of value-added to the organization beyond financial management. Dave Adams Full-Day EDM November 23, 2017 08:30-4:00 Register Now
Dave Adams CAL March 08, 2018 08:30-4:00 Register Now
01673 NEW Unleash Your Creative Intelligence: A Fresh Approach to Leadership We Need “Creativity is intelligence having fun.” Albert Einstein How is your work these days? Are you as excited as you want to be? Does it feel like a grind? Are you stuck in a bit of a rut? Orbiting the giant hairball? Looking for some inspiration? Want more zest? Creative Intelligence can bring more energy, insight and fulfillment to both work and life. Accounting may not be art, but that doesn’t mean your leadership needs to be boring.  Your best work is ahead. You may be in the perfect place for inviting a fresh approach to your leadership by choosing to be an example of more. When you have mastered the better-known competency of rational skills like planning, analyzing and decision making, you might start noticing a desire for the second set of creative leadership skills. This session will define Creative Intelligence, what it means to you and how it can serve you.  The three core dimensions of Creative Intelligence are Curiosity, Connection and Courage. Be prepared to have fun, build new insights, strengthen your creative intelligence and take away some new tools you can use right away!  
Tammy Robertson Full-Day EDM March 29, 2018 08:30-16:00 Register Now
99409 Get Results! Goal Achievement Essentials Goal achievement is a skill that can be learned. Together we’ll explore the 4 stages we go through to achieve our goals. We’ll also learn about the tips, tactics, and traps we need to focus on in order to enhance our effectiveness and perform at our peak potential. We’ll see how the way our brain works can be used to help us in achieving our goals. We’ll use a scenario to help us as we explore Goal Achieving Success Formulas and learn about the things people who are just good at achieving goals think, feel, and do naturally. Two-hour live webinar $139.99 or  4 passport tickets.

People who have important goals they personally want to accomplish. Individuals who want to thrive, find balance, and get results – either personally or professionally

Karen Denega Live Webinar Online March 17, 2018 13:00-15:00 Register Now
               
Management Skills
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01143 The Essentials of Project Management Understanding the key elements of the project management process helps everyone to contribute most effectively.
This full-day seminar equips the participants with tools and techniques to enable them to be effective project team members and to play their part in ensuring their projects achieve success.
Bonnie Trathen Full-Day EDM December 14, 2017 08:30-16:00 Register Now
01712 NEW A Re-Introduction to Internal Audit This is a re-introduction (or maybe even an initial introduction) aimed at managers, staff accountants, controllers, public practitioners, and any other individuals interested in what internal auditors do and how they contribute to their organization. The seminar covers the concepts of internal auditing, including definitions and standards, and the roles and responsibilities of practitioners in the field. The attendees will be able to communicate effectively with the IA department, including setting up projects and understanding outcomes Robert Forsyth Live Broadcast: Full-Day Online November 30, 2017 07:00-14:30 Register Now
01453 Winning Edge Negotiation Skills The truth is that in our professional lives we don’t get what we deserve – we get what we negotiate. Are you finding your customers, clients, employees or boss increasingly demanding wanting more for less? Do you ever feel that you are being taken advantage of? Are you currently being underpaid for your skill and expertise? We all know that it is the give and take of negotiations that allows problems to be solved, decisions to be made and needs to be satisfied in both our professional and personal lives. But we also all encounter people that have no intention of bargaining in good faith …So now what? Come learn a proven method that is not designed to win over your opponent but rather to win your opponent over. In this full-day seminar you will learn a proven, practical step-by-step approach to win-win negotiations and how to protect yourself from “hardball” negotiators. Greg Campeau Full-Day CAL March 29, 2018 08:30-16:00 Register Now
01697 NEW ERP Selection & Implementaion Today as businesses change whether by growth, downsizing, mergers or acquisitions the question is always raised what systems do we need to manage our business activities. When you say the word “ERP” this strikes fear in many, as most people have heard horror stories about ERP implementations gone wrong.  In this session we provide some of the answers or eliminate the fears why you might want to consider an ERP system regardless if you are a small or large organization.  The session will focus on the steps you will require to prepare your organization for a selecting, implementing and supporting an ERP system. Greg Kautz Half-Day CAL December 15, 2017 08:30-12:00 Register Now
Greg Kautz EDM March 26, 2018 12:30-16:00 Register Now
01693 NEW Building Better Work Relationships Is there someone at your office that you just don’t “get” and drains your energy? That no matter how much you try, you can’t get them to see your point or change their ways? This workshop uses the Everything DiSC™ tool to help you gain important insights into peoples’ communication preferences and working styles. The immediate feedback received from this workshop gives you the practical tools needed to build and sustain more harmonious and productive relationships in all aspects of your life. The day begins by using Everything DiSC™ to first understand your preferred working style and the styles of others. You will become more aware of your motivators and default working modes and how they affect people with other styles. Understanding these differences will help you flex your style and adapt to the needs of the situation and the group. This leads to more positive, productive relationships and helps you to navigate conflict during tough times. You will have the opportunity to communicate how others can best work with you and learn the recipe for success in communicating and working with people of different styles. Once you internalize this information it helps to make an internal shift so that it doesn’t feel like heavy lifting anymore. Erin Waddell Full-Day EDM December 12, 2017 08:30-16:00 Register Now
Erin Waddell CAL March 26, 2018 08:30-16:00 Register Now
01686 NEW Developing High Performance Teams: Powerful and Productive Many factors can affect the performance of a team. Changes in team members, new leaders, reorganization, and new work requirements — all can create pressure and result in low team productivity, confusion and conflict. In “Developing High Performance Teams” you will develop the knowledge and skills required for both leaders and team members to build and maintain high performance teams. These are teams where results are supported by collaborative team decision-making and communication as well as individual accountability and alignment. This will enable you to more fully capitalize on team diversity and talents and drive for results. You will develop the ability to kick start the performance of a new team or a team that is working well but needs to increase the quality of team results. Esther Hudson Full-Day CAL December 18, 2017 08:30-16:00 Register Now
Esther Hudson EDM March 26, 2018 08:30-16:00 Register Now
01674 NEW Planning and Managing your Team’s Technology Isn’t it time you took control of information technology (IT) within your organization? With IT being both a significant cost and a strategic expenditure, what can you do to manage ROI? What steps are available to maximize the impact of technology, controlling costs where possible, while still benefiting from leveraging that technology to improve profits? How can you set reasonable budgets and manage your team and vendors to ensure that your technology is functioning as intended and on budget? What can we do to stay current enough on the options and conversant enough to speak with computer people?
Join us in this seminar to learn the best ways to plan and manage your team’s technology. The program is specifically designed for the manager who does not have a technology background, but who is now charged with leading and managing the technology investment in a small to mid-sized organization, including a CPA firm. If you are in that role, can you really afford to miss this program?
Ward Blatch Half-Day CAL November 27, 2017 12:30-16:00 Register Now
Ward Blatch EDM February 14, 2018 12:30-16:00 Register Now
01283 25 Best Zero & Low Cost Ways to Motivate the Troops Hard-working employees who go the extra mile to get things done – a challenging task in any environment, but even more so when economic times are tough! Believe it or not, increasing salaries is not the solution to the motivation conundrum! In this practical, invigorating and fun program, you’ll learn at least 25 (actually more) imaginative ways to boost morale and productivity in your organization. You’ll gain valuable insights into what it takes to ignite people, increase performance and productivity, and build loyalty. No high-level theories and vague motherhood statements in this session; you’ll walk away with specific and practical tips that you can use right now to fire up your employees so that they’re willing to stretch for the top! Merge Gupta-Sunderji Full-Day CAL March 29, 2018 08:30-16:00 Register Now
01675 Controller as an Operational Manager Today’s Controller must be a dynamic professional, with comprehensive business knowledge and exceptional leadership, management and interpersonal skills. This seminar on operations management will build an overall understanding of the skills and tools necessary to effectively fulfill the Controller’s varied business responsibilities and day-to-day operational needs, including working with today’s workforce, working effectively with creditors and effective risk management. Although an overview of the financial aspects of the role will be discussed, more emphasis will be placed on the ‘value-added’ role of the Controller. Participants will learn how to add value in their organizations and will have opportunities to practically apply what they learn through interaction and knowledge exchange with their peers. This course should provide participants with an understanding of the varied aspects to the role of a Controller so that the Controller can be seen as an engaged business partner and provider of value-added to the organization beyond financial management. Dave Adams Full-Day CAL February 07, 2018 08:30-16:00 Register Now
01665 NEW Working Effectively from Anywhere The Internet and mobile technologies have revolutionized the way businesses operate. We’re no longer constrained by having to operate in a specific location or during specific business hours. Organizations can, now, effectively communicate and do business with customers and staff based anywhere in the world. Steve Yoss Live Webinar Online January 18, 2018 08:30-10:30 Register Now
99405 Stop Procrastinating! Business Essentials Time is a limited and precious resource in our work lives. Whether we lead others, work on a team, or operate independently we have to ‘get smart’ about the way we work to optimize our results. This webinar focuses primarily on the workplace, we’ll discover what people who don’t procrastinate do (and don’t do), including what they think, act, and do that aids them in eliminating the ‘procrastination habit’ from their repertoire. Do you say the words “I’ll do that later” or “not now” – either out loud or to yourself at work? If so this session is for you! Tickets: 4 Price: $139.99 Karen Denega Live Webinar Online March 03, 2018 13:00-15:00 Register Now
99410 Time Manager: Work the Clock! This session focuses on foundational skills for managing time effectively. Discover the key to SMART goal-setting and learn how to prioritize your efforts most effectively to be in constant alignment with your mission and goals. We’ll explore proven tactics for preventing some of the common pitfalls that trigger ineffective use of time as well as intervention strategies to get back, and stay on track. Tickets: 4 Price: $139.99    

Professionals who are looking for tools/tactics to reduce/prevent stress.

Karen Denega Live Webinar Online December 02, 2017 13:00-15:00 Register Now
99402 Stress Busting 101: Part A Webinar If you want to better understand why managing stress matters to your overall health, well-being, and success – both personal and professional, then this foundational seminar is for you! This insightful, interactive webinar explores the essential elements required to monitor and manage stress effectively. From impacts on our physical body, to the consequences of stress including its impact on how we think and relate to other people. Tickets: 4 Price: $139.99

Those who have to balance constant demands, and manage conflicting priorities.

Karen Denega Live Webinar Online February 03, 2018 13:00-15:00 Register Now
01658 NEW Your People Strategy – Time for a Tune up? Ignore the start date of this seminar. This is available now. RECORDED: OCTOBER 2016 You run a successful practice but are your people practices robust and in trend? Attend this session to learn latest strategies and tips for how to attract, hire, engage and retain the most critical resource, your people. In this workshop you will gain tips for: assessing and planning for additional people resources (full time, part time or outsourced); strategies for recruiting in a social and modern world; orienting your new staff to increase engagement at the outset; growing and developing your staff in alignment with business needs; and more. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion.  AVAILABLE UNTIL MARCH 31, 2018. Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 - March 31, 2018 Register Now
01654 Maximizing Your Workforce: Bridging the Generational Divide Available Now! Please ignore its “Date and time” noted in the cart item listing. Access information for this recorded webinar will be sent to the email address on your CPA Alberta profile within 5 business days after registration. RECORDED: DECEMBER 2016 This session dives into what you need to know to best enable today’s workforce by helping you to; understand the drivers for four very different generations of team members interacting in today’s workforce; build a culture that can accommodate the needs/expectations of each demographic group; and harness the strengths of each generational group to benefit the business, employees and customers This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. Ticket: 2 Price: $75.00 CPA BC Recorded Webinar Online March 31, 2018 Register Now

Negotiation
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time

Critical Thinking
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01653 NEW Ethics in the Real World Available Now! Please ignore its “Date and time” noted in the cart item listing. Access information for this recorded webinar will be sent to the email address on your CPA Alberta profile within 5 business days after registration. RECORDED: DECEMBER 2016 Business ethics is not just something “nice to do”. It can create long-term, competitive advantage and be a differentiating factor in today’s increasingly competitive environment. This session will help you understand the four root causes of unethical behavior and eight steps to create an ethical business culture. You will also learn how to teach your team the basic tools of ethical decision-making and understand six approaches to making better ethical decisions. This sessions contains 1.5 hours of ethics content. This online seminar is eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz, also accessible via the website. Upon successful completion of the quiz, you will be able to print a certificate of completion. Ticket: 2 Price: $75.00 CPA BC AudioWeb Online March 31, 2018 Register Now
    
Board and Governance
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01717 NEW The Sustainability Scorecard Organizations need to achieve financial success – but also be aware of their impact on society and the environment. How the public associated Nike contractor’s use of child labour with the Nike brand, or environmental issues back to tar-sands companies are examples of these new corporate obligations. Sustainability – what is also known as the triple bottom line – is about an organization’s contribution to financial success, as well as its impact on society and the environment. Accountants are being asked to “keep score” against these new imperatives. This seminar brings the latest world-class thinking in this area to you…and ironically the leading thinkers and execution is coming from Canadians! Brent Knowles Live Broadcast: Half-Day Online December 13, 2017 07:00-10:00 Register Now
01594 Introduction to Boards & Not-For-Profit Governance This is a practical introductory half-day seminar for professionals who have little or no experience serving as a volunteer on a board of directors in the Not-for-Profit sector, or who are unclear on the differences between non-profit and corporate governance. Professionals are in demand as community board members and volunteering can be very rewarding – but not all boards are created equally. Before you commit, find out about the third sector in general, and the types of Not-for-Profits in particular, and what might be expected by the different types of boards and directors on them. Participants will also learn about the key governing documents and typical structures in not-for-profit governance. Linda Wood Edwards Half-Day EDM January 31, 2018 12:30-16:00 Register Now
01690 NEW Behind Boardroom Doors: Become A More Effective Executive Director This one-day seminar uses a blend of case-based learning with presentations of thought leadership on achieving governance excellence in any organization – be it in a non-profit, government, private, or public entity. Learn how the boardroom functions and become a more effective director and/or executive supporting a Board of Directors. A strong Board of Directors presents any organization with the opportunity to achieve a point of competitive differentiation, yet sadly, the reality is just the opposite – boards that are overly cautious and caught up in the semantics of governing. Executives and directors should be working cooperatively to maximize the contribution of their board and individual directors. These collective talents can meaningfully improve strategic management, leadership development, and organizational performance.
Blair Cook Full-Day EDM November 24, 2017 08:30-16:00 Register Now
            
Personal Development
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
99403 Stress Busting 101: Part B This webinar takes your foundational knowledge of stress management and provides you with information needed to elevate the way you currently manage your stress. Participants will explore a common cause of the stress and assess ways to enhance their ability to prevent and manage that core trigger. Karen Denega Live Webinar Online March 10, 2018 13:00-15:00 Register Now
00899 Stress Management For Peak Performance The National Hockey League, the Navy Seals, the Canadian Military, and the UEFA Champions League Soccer teams are utilizing this fun, experiential and interactive seminar to have their top performers achieve a consistent peak performance state. This full-day seminar goes beyond the traditional stress management program by teaching the latest mind to muscle and muscle to mind techniques. Participants will have the opportunity to learn the brief and deep relaxation and activation strategies that allows them to consistently perform under pressure. The Executive Mental–Training program in this seminar teaches the routines and strategies that elite performers use to develop their focus and composure skills so that they can remain mentally tough in the “heat of the battle”. The proven and practical stress management techniques covered in this seminar will give you that edge in the boardroom as well as outside the office so that you can increase your stress coping ability. Notes: This is a hands-on seminar and you may be requested to sit or lay on the floor. Participants may wish to bring a mat or blanket and should dress appropriately. John Stevenson Full-Day EDM December 19, 2017 08:30-16:00 Register Now
John Stevenson CAL January 18, 2018 08:30-16:00 Register Now
01694 NEW Resilience as a Path to Transformation Are you feeling overwhelmed, stuck or helpless? Is there a sense that the ground is shifting under your feet? Are you finding that old ways of coping are no longer working? Being told to “get over it” or “get on with your life” is not helpful. Join us in a playful session to discover your resilience and learn to ride the waves of change with ease. Change is hard when imposed on us by others or outside forces and yet when we’re driving change it has a completely different energy to it. We’re going to harness that energy and support you in applying it to your current situation. You’ll learn practical skills and tools to strengthen resilience while navigating uncertainty in a rapidly changing world. You will be physically active in this session – moving along a continuum of your current state and what’s possible. Your challenges aren’t going to disappear but you will see them in a new light and make shifts towards a more optimistic future Erin Waddell Half-Day CAL March 27, 2018 08:30-12:00 Register Now
Erin Waddell CAL March 27, 2018 12:30-4:00 Register Now
Erin Waddell EDM March 28, 2018 12:30-4:00 Register Now
01113 Creative Thinking: New Thinking, New Results Thinking differently and being truly creative is difficult in today’s fast paced, risk intolerant and capital constrained environment. We often hear leaders ask or wish their people would “think outside the box” more. Leaders at all levels can help foster learning and innovation. This full-day seminar will provide you with the practical tools to “see” problems as opportunities and let go of the old ways of dealing with them by using new thinking tools. This full-day seminar begins with understanding how our educational system and other factors in our life shape our thinking patterns that lead to incremental or familiar change that is not innovative. Participants will uncover a unique blend of preferences and strengths in the four stages of the creative process. Mapping these preferences (creative profiles) can help teams learn to respect and synchronize different thinking and problem solving orientations with their fellow team mates. You will learn to use a three stage process to find the right question/problem, see the current reality more clearly, and conceptualize ideas that will delight your customers. Most importantly you will learn to think differently, deeply and have fun doing it. Prerequisite Curiosity. Erin Waddell Full-Day CAL December 07, 2017 08:30-16:00 Register Now
Erin Waddell EDM December 11, 2017 08:30-16:00 Register Now
01682 NEW Thinking Critically: Developing Defensible Decisions Making a decision usually means balancing the needs of a variety of interest groups and an ever-changing context with past personal experience and professional values. Learning how to think critically will enable you to develop the confidence and skills you need to solve complex problems. You will learn how to effectively integrate your values into your decision-making, challenge your own and other’s beliefs and assumptions as well as examine the importance of analyzing facts and various perspectives. The result is more defensible and effective decision-making.
Esther Hudson Full-Day EDM March 27, 2018 08:30-16:00 Register Now
01672 NEW Trust, Truth & Consequences: Build a Culture that takes the High Road & Values Integrity   “A relationship without trust is like a phone without service. And what do you do with a phone without service? Play games.” –Drake You can tell the amount of trust in an organization by the amount of laughter you hear in the hallways. Trust is palpable as vibrant energy, and an openness and freedom to express emotion, thoughts and ideas. It is like taking the temperature of an office to determine overall health and vitality. It builds good relationships and makes personal and business success possible. If there is no trust relationships falter, businesses stall, and health suffers. This seminar will define and make trust more tangible in how it is built and eroded over time. Through stories and examples, this session will provide insight, deeper understanding and valuable lessons on how to increase trust… for individuals and organizations. Tammy Robertson Full-Day CAL March 28, 2018 08:30-16:00 Register Now
01584 The Power of Habit… How to Change… “We are what we repeatedly do. Excellence is not an act then, but a habit.” Aristotle said that. When you change your habits, you change your life. Stop procrastinating, start exercising, eat better, sleep better, end the distraction, and find your “happy place” … how hard can it be? It’s simple and the thing about real change is it’s hard. Armed with the right tools and practices though, you can decide to become the best version of yourself. If not now, when? Now is the time to live life the way you want! In this full-day seminar, you will take an honest look at the habits that are creating the life that you want and the ones that are getting in the way. They are different for everyone and may include time, health, creativity, success and communication habits. The key to change is self-awareness, and conscious choice and then setting up your day to support your intentions. You will look at the surprising truth of how willpower runs out, how to reduce temptation, and make the right choice the easy one. Simple shifts make change easier. Tammy Robertson Full-Day EDM December 04, 2017 08:30-16:00 Register Now
Tammy Robertson CAL March 27, 2018 08:30-16:00 Register Now
01066 It’s Time to Ditch the Stress & Find Happiness Learn and apply ten practical, empowering and easy to apply principles for new ways of thinking and sustaining deep joy in your life. Hal-a-lu-ya! If your mood needs some elevating, this program outlines the simplest formula for a happy life. Believe it or not, you can still get to your “Happy Place.”  This program is a comprehensive guide offering practical ideas, suggestions and tools to help you achieve a more content, grateful and appreciative way of living.  It is possible to develop strategies that help you sustain positive energy, deep engagement, and a sense of humour and lightness. And these same habits can also help you build satisfying relationships, and give you the edge you need to be more productive and successful at work. If you have been on achievement autopilot driven by goals that keep you pressing forward, but not feeling excited and alive, this session will show you how to get more of the satisfaction you are craving.
Tammy Robertson Full-Day EDM December 14, 2017 08:30-16:00 Register Now
01259 Thinking Outside the Box
Innovation can lead to break through ideas and operational excellence. However, ‘outside the box’ thinking is very challenging for most of us. This half-day seminar will provide you with established tools and techniques that can be implemented immediately to help encourage innovation individually and within your teams.
Garth Sheriff Half-Day CAL December 12, 2017 08:30-12:00 Register Now
Garth Sheriff EDM December 14, 2017 08:30-12:00 Register Now
01255 Thinking on the Spot Have you ever been caught off guard by a question or comment when leading a team meeting or delivering a presentation? Have you ever looked back at your reaction and felt that you could have handled things differently? Most people have interacted with leaders who they would say are great at “thinking on their feet”. They would describe these individuals as having an ability to handle any challenging conversation or question with grace and aplomb. In this way, the ability to “think on your feet” has typically been seen as something leaders are born with. However, the ability to react to a challenging dialogue in real time to achieve an optimal outcome can be learned. There are tools and techniques that can be practiced that will help leaders respond with confidence and calm to the unexpected. This half-day seminar will give you tools to think on your feet.
Garth Sheriff Half-Day CAL December 12, 2017 12:30-16:00 Register Now
Garth Sheriff EDM December 14, 2017 12:30-16:00 Register Now
99405 Stop Procrastinating! Business Essentials Time is a limited and precious resource in our work lives. Whether we lead others, work on a team, or operate independently we have to ‘get smart’ about the way we work to optimize our results. This webinar focuses primarily on the workplace, we’ll discover what people who don’t procrastinate do (and don’t do), including what they think, act, and do that aids them in eliminating the ‘procrastination habit’ from their repertoire. Do you say the words “I’ll do that later” or “not now” – either out loud or to yourself at work? If so this session is for you! Tickets: 4 Price: $139.99 Karen Denega Live Webinar Online March 03, 2018 13:00-15:00 Register Now
     
Productivity & Time Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
00899 Stress Management For Peak Performance The National Hockey League, the Navy Seals, the Canadian Military, and the UEFA Champions League Soccer teams are utilizing this fun, experiential and interactive seminar to have their top performers achieve a consistent peak performance state. This full-day seminar goes beyond the traditional stress management program by teaching the latest mind to muscle and muscle to mind techniques. Participants will have the opportunity to learn the brief and deep relaxation and activation strategies that allows them to consistently perform under pressure. The Executive Mental–Training program in this seminar teaches the routines and strategies that elite performers use to develop their focus and composure skills so that they can remain mentally tough in the “heat of the battle”. The proven and practical stress management techniques covered in this seminar will give you that edge in the boardroom as well as outside the office so that you can increase your stress coping ability. Notes: This is a hands-on seminar and you may be requested to sit or lay on the floor. Participants may wish to bring a mat or blanket and should dress appropriately. John Stevenson Full-Day EDM December 19, 2017 08:30-16:00 Register Now
John Stevenson CAL January 18, 2018 08:30-16:00 Register Now
01131 Move From Management to Life Leadership & Learn How to Fit It All In! Feeling overwhelmed with volumes of work and too many competing commitments? Struggling to prioritize and cope with it all? You are not alone. In 2013, 23.0% (6.6 million) of Canadians over the age of 15 reported being very or extremely stressed most days. Being intentional about where you spend your precious time will give you a sense of control, decrease stress and increase life satisfaction. This full-day seminar is an introduction to self-leadership through effective time management. The processes learned and the tools utilized will help participants to identify ‘What Matters Most’ in their career and life and how to be effective at achieving goals related to them. You will learn how to systematically plan and execute daily, weekly and monthly goals based on your identified priorities. You will also learn a six-step process to align your time with your mission, values and goals.
Erin Waddell Full-Day EDM March 29, 2018 08:30-16:00 Register Now
01576 Productivity Skills for Leaders Ever start the day with the best of intentions only to get to the end feeling like you’ve gotten nothing substantial accomplished? A full day has gone by, yet time seems to have escaped from you? And forget about checking things off your to-do list; it seems to be longer than it was at the beginning of the day! If so, then this full-day seminar will be the best investment of your time that you’ve ever made. Learn specific and practical techniques to reclaim control of your time, improve your productivity, and get more done through others. Merge Gupta- Sunderji Full-Day CAL January 30, 2018 08:30-16:00 Register Now
Merge Gupta- Sunderji EDM November 29, 2017 08:30-16:00 Register Now
01214 Time Management for the 21st Century Professional This full-day seminar is essential for all who are under pressure to do more with less! This seminar redefines in practical, relevant terms this greatly misunderstood field of study. Many time management programs are based in “industrial age” thinking, suggesting obsolete, guilt-inducing strategies and techniques that were designed for a world that no longer exists. This seminar is proven, practical and principle-based. Participants develop strategies and systems that are right for their personality types and job functions. Because of the holistic approach, this seminar has proven to be of great benefit to participants in both their work and personal lives. Greg Campeau Full-Day CAL March 28, 2018 08:30-16:00 Register Now
Greg Campeau EDM March 27, 2018 08:30-16:00 Register Now
01126 Beyond Crazy, Busy, Nuts… Time for a Real Life Are you beginning to question your competence and capacity, and maybe even your sanity as you press ahead? “Crazy, busy, nuts” doesn’t have to describe a typical day. Is it time to stand back and ask a few questions about your approach to life and work? Do you crave a chill day? Do you want more peace, ease and real fulfilment? This program will provide fresh insights, new strategies and real inspiration to recover your time and your life. Maybe it is time to slow down, get a grip, tune in and have faith! If you want more down-to-earth, practical and sincere methods of balancing all the demands and responsibilities in your life, work and family it’s time to find some answers. The realization that we can’t have everything, and that speed isn’t the answer has fuelled the search for ideas that can make an honest difference. This program will help you decrease the burden of stress and guilt, become more focused and committed to your important goals and values, and magnify the satisfaction and fulfilment you get from both home and work life. Live every day as though it matters and make every conversation stand as your last. This is your life, so love it! Tammy Robertson Full-Day CAL December 18, 2017 08:30-16:00 Register Now
Tammy Robertson EDM February 05, 2018 08:30-16:00 Register Now
00838 Managing Your Time and Your Life If you feel distracted, overwhelmed and exhausted it is time to develop some performance habits that will help you deeply recover, stay focused, get clear and be more present to the challenges at hand. Invest in a  day that is both practical and inspiring and decide today to come up with your own plan for optimal performance and a rewarding life. This full-day seminar will give you clear ideas and concrete strategies for managing your energy, attention and action and help you get out of the gray zone of constant juggling. Manage Your Time & Your life offers smart, already high performing individuals, leaders and organizations a highly practical proven set of strategies to better manage the relentlessly rising demands we all face in an increasingly complex world. Tammy Robertson Full-Day CAL December 13, 2017 08:30-16:00 Register Now
Tammy Robertson EDM December 05, 2017 08:30-16:00 Register Now
       
Wealth Management & Estate Planning
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01032 BEYOND THE NUMBERS: A CLOSER LOOK AT FUTURE RETIREMENT OPTIONS Given that 45% of the accounting profession is currently 45+, retirement is in mind for many. This full-day seminar provides the opportunity to look at different models of retirement or semi-retirement. It includes insights from some who have made this major work/life transition. It also assists participants to avoid the pitfalls of retirement, to take charge of their preparedness to achieve happiness and satisfaction through the years ahead. At the end of the seminar participants will be better informed about various retirement models and inspired by examples of engaging ways of living/working in retirement and semi-retirement; feel encouraged by having learned from and found commonality with others; have a greater sense of pro-activity, focus and resolve about creating a retirement that best suits you (and your spouse); relieve anxiety about how to balance more time with spouse through the use of a tool designed to generate clarifying conversations and effectively examine expectations to plan accordingly; be reenergized by the redefinition of your invaluable skills and strengths to better utilize them in a purposeful and meaningful way in years to come; increase confidence in forming new healthy habits and improving longevity; and have gained clarity about your vision of a fulfilling retirement lifestyle and what you need to do to keep moving towards its realization and avoid regrets. Isabelle St. Jean Full-Day CAL February 07, 2018 08:30-16:00 Register Now
01031 WHAT’S NEXT: 10 SUCCESS FACTORS TO BEST MANAGE RETIREMENT Most people know the imperative of sound investments and financial planning in preparation for retirement. What is often overlooked is the importance of understanding, and making appropriate choices about, the crucial lifestyle, psycho-social issues and soft skills associated with the transition into a balanced and joyful retirement. This full-day seminar will help you to proactively chart your own seminar to navigate from the workplace to a full or partial retirement or a fulfilling re-engagement. At the end of this full-day seminar participants will experience renewed motivation and enthusiasm about making the best of your remaining time at work and, where it applies, taking on succession planning activities in a timely manner; be informed and having reflected on all of the success factors and the 4 transitional stages of a satisfying and purposeful retirement/ re-engagement; better understand the mixed emotions and competing commitments you may experience while approaching retirement; grasp how you will redefine your purpose and reconfigure your personal identity as distinct from your professional role; know what matters most to you at this stage of life in order to achieve congruence as you plan your futures; gain a deeper understanding of what to do to avoid social isolation; integrate practices that enhance wellness and longevity and create greater meaning and quality in your life; resolve to retrieve passions and dreams you may have forgotten; and replace retirement anxiety with an exciting yet realistic and practical plan. Notes: Please note that issues of financial security and preparedness are not significantly addressed in this seminar. Isabelle St. Jean Full-Day CAL February 06, 2018 08:30-16:00 Register Now
00996 Your Portfolio is Broken Most people get better investment results by being a “better consumer” of investment products and services versus attempts to become a faster and smarter investor or hiring the next faster and smarter advisor or simply buying more products and predictions offered by the investment industry. Most frustrated investors don’t hold a diversified portfolio designed to earn the best return for the risk that they are taking. More commonly they simply have a collection of investments, accumulated through the years that take too much risk, under-perform the market return, incur excessive fees and unnecessary tax. These problems aren’t solved by buying more investment products or predictions. As well, multi-year “consumer friendly” reforms are being implemented by the Canadian Securities Association (provincial securities regulators) starting in 2013 and continuing each year until 2016. These reforms are intended to correct the “knowledge asymmetry” between the investment industry and investors and were the result of studies that showed repeatedly – investors did not know how much their investments were costing them or how their advisor is compensated. As a result over the next several years, commissions on bond trades, mutual fund deferred sales charges, and trailer fees which previously were unreported to the investor – will now have to be disclosed. For most investment firms this is the first time that this critical information will be required to be disclosed to investors. Notes Each participant will receive a copy of “Your Portfolio is Broken: Who’s to Blame and How to Fix It!” Chris Turnbull Half-Day CAL December 06, 2017 08:30-12:00 Register Now
Chris Turnbull EDM December 11, 2017 12:30-16:00 Register Now
01471 Enough Bull: How to Retire Well without the Stock Market, Mutual Funds or Even an Investment Advisor The stock market crash of 2008 has proven one thing: traditional retirement planning advice is way too risky. Trusting the stock market is like gambling with your family’s future. But how do you plan for retirement without the possibility of losing up to 50% of your investments in a short period of time? The simple truth is that it is possible to retire well using guaranteed, safe fixed-income products like GICs that can never decline in value combined with government defined benefit pension plans including the CPP and OAS. This half-day seminar will start with what should be the number one rule of personal finance: avoid any strategy that could lead to personal financial disaster. You’ll learn all about the Ponzi cons and Madoff scams that trapped many people. You will then discover how to invest in 100% safe investments that can never decline in value. We’ll compare returns of the stock market to simple GICs over the last decade and longer. You might be surprised at the results. Notes: Each participant will get a copy of Enough Bull: How to Retire Well without the Stock Market, Mutual Funds or even an Investment Advisor as well as the “Money Maximizer” spreadsheet that computers your family’s combined taxable income, income taxes and resulting after tax cash. David Trahair Full-Day CAL November 30, 2017 08:30-16:00 Register Now
01225 The Procrastinator’s Guide to Retirement Let’s face it, planning and saving for retirement is not easy. We are told that the earlier we start the better and that the “magic of compounding” will make our dreams come true. But for most people it’s simply not possible. In our twenties, thirties and forties we are busy paying for our education, housing, cars, kids and all the other costs of raising a family. Out of necessity we become procrastinators when it comes to saving for retirement. But there is hope. This half-day seminar will take you step-by-step though planning and saving for retirement starting in your fifties and the best way to fund your retirement years. It is an easy-to-follow plan for retirement in 10 years or less. Notes: Each participant will receive a copy of David Trahair’s book “The Procrastinator’s Guide to Retirement,” and the “Procrastinator’s Number Cruncher” Excel spreadsheet. David Trahair Full-Day EDM November 24, 2017 08:30-16:00 Register Now
David Trahair CAL December 01, 2017 08:30-16:00 Register Now
00919 Cash Cows, Pigs & Jackpots: the Simplest Personal Finance Strategy Ever The previously accepted method of building wealth doesn’t work anymore. The plain honest truth when it comes to personal finances is very simple: our quest to build wealth and secure a comfortable retirement often ends up making us poor and others rich. We are persuaded that the way to get wealthy is to build our assets and net worth, since that is the “true” measure of wealth. So we end up trying to build our assets – we load up on real estate – we buy big houses and rental properties. We put money into the stock market, many of us using expensive mutual funds. And many of us use debt to do the building. But this strategy is deeply flawed. It’s faulty logic that is sending many Canadians, and people around the world, on a journey to the poorhouse. That’s because it ignores the one thing that over-rides any strategy designed to build wealth. It ignores the basic principle that has always existed. It ignores the base logic that anyone who is truly rich knows: what we should really be focused on is not getting rich but plain old cash flow. Notes: Each participant will get a copy of presenter David Trahair’s book Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever as well as spreadsheets including the “House Rent versus Buy Analyzer” and the “Cash Cow Decision Maker”. David Trahair Full-Day EDM November 23, 2017 08:30-16:00 Register Now
 
Live Broadcast Seminars

Live broadcast seminars are delivered live and can be accessed anywhere you have access to the internet. Participants watch the seminar leader deliver the seminar, and have the PowerPoint presentation on their screen at all times. A live chat option allows online participants to submit questions, so you will always feel like you are a part of the room. Offered by CPA Ontario.

After your registration has been complete, in addition to your confirmation letter, you will be sent an e-mail with the link for the broadcast and electronic material two (2) days prior to the session. Please contact Professional Development if you do not receive this e-mail.

Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01712 NEW A Re-Introduction to Internal Audit This is a re-introduction (or maybe even an initial introduction) aimed at managers, staff accountants, controllers, public practitioners, and any other individuals interested in what internal auditors do and how they contribute to their organization. The seminar covers the concepts of internal auditing, including definitions and standards, and the roles and responsibilities of practitioners in the field. The attendees will be able to communicate effectively with the IA department, including setting up projects and understanding outcomes Robert Forsyth Live Broadcast: Full-Day Online November 30, 2017 07:00-14:30 Register Now
01711 NEW Social Media in the Workplace This seminar will provide an overview of the evolving legal issues surrounding the expanding impact of social media in the workplace, including vetting potential candidates, termination as a result of improper social media usage, vicarious liability of the employer for employee misuse of social media, harassment, privacy and the regulatory regimes that interact with social media (i.e., PIPEDA, Human Rights Levitt LLP Live Broadcast: Half-Day Online November 29, 2017 11:00-14:00 Register Now

PD Pricing and Registration

Registrations:

PD Seminar Fees* (unless otherwise indicated)

Seminar Early Registrations** Regular Registrations*** # Passport Tickets**
Two weeks prior to the seminar pay only:
Half-Day $290 $370 4 Tickets
Full-day $550 $630 7 Tickets
Two-Day $1025 $1105 14 Tickets
* All CPD Terms & Conditions as outlined on cpaalberta.ca. ** Early registration fees must be paid two weeks prior to seminar start date.
***Regular registrations must be received a minimum 5 business days but less than 10 business days prior to the seminar start date.

To register:

Online pd.cpaalberta.ca
Fax Fax completed registration form to 780 425-8766 or (403) 299-1339
Mail Mail completed registration form to

1900 TD Tower
10088 – 102 Avenue
Edmonton, Alberta, T5J 2Z1
Email Email completed registration form to pdregistration@cpaalberta.ca
REGISTRATIONS CANNOT BE ACCEPTED OVER THE PHONE

Register Early – Seminars Fill Quickly!

For CPD requirements, please visit: cpaalberta.ca/Members/CPD-Reporting

PD Passports

 CPA Alberta is committed to providing members with cost-effective professional development opportunities and we offer seminars at a discount through the Passport program to fulfill this commitment. In return, we require early registration by Passport holders, which assists our planning. The Passports are valid from April l, 2017 to March 31, 2018 on passport valid products which are offered April 1, 2017 to March 31, 2018. Each Passport comes with a set number of tickets.
Type Online Learning Passport (OLP) Mini Personal Passport (MPP) Corporate Passport Personal Passport
Tickets 25 21 42 42
Cost $750 plus GST $990 plus GST $2200 plus GST $1760 plus GST
Individual Ticket Cost $30 $47.14 $52.38 $41.90
Who can use it Personal use only. Nontransferable tickets. Personal use only. Nontransferable tickets. Shareable tickets, anyone can use this passport. Share with coworkers, friends, family, and clients. Personal use only. Nontransferable tickets.
VALID UNTIL  March 31, 2018

*Details in Passport Terms & Conditions, click here.

Purchase Passport

Self-Study Seminar Materials

Selected seminar materials for the PD Program (offered between April 2017 and March 2018) are available as Self-Study. All Self-Study titles are Passport Valid and are available after the last in-class offering of the winter season.

Note: Self-Study seminar materials qualify for unverifiable CPD hours and all self-study seminar materials are a final sale.

Seminar materials deal with complex matters and have been carefully prepared; however, CPA Alberta, the seminar author and/or firm, and any persons involved in the preparation and/or instruction of the materials, do not accept legal responsibility for the content within seminar materials or for any consequences arising from its use.

The seminar materials deal with complex matters and may not apply to particular facts and circumstances. As well, the seminar materials and references contained therein reflect laws and practices which are subject to change. For these reasons, the seminar materials should not be relied upon as a substitute for specialized professional advice in connection with any particular matter.