CPA Alberta

Professional Development Program
Fall & Winter 2016/17 img1 Make your career path clear

Welcome to the 2016-2017 Fall and Winter
Professional Development Program

The Program

  • More than 500 seminar offerings
  • Over 250 seminar titles with 65 new seminars
  • Seminars are offered in all areas of the current competency map
  • Seminars will be added throughout the year — check pd.cpaalberta.ca to see new offerings!

PD Passports

  • Save up to 30% on PD
  • Use all your tickets prior to March 31, 2017 to maximize your savings

Specialized Professional Development Days

  • 2016 Annual Forum for Members in Industry – A full-day of PD specially planned for those in industry
  • More will be added throughout the year—see cpaalberta.ca for details.

Build your own Professional Development Week

  • With more than 400 in person seminars you can build your very own customized Professional Development Week in the fall or winter

On Demand Seminars

  • Professional Development will be offered outside of Edmonton and Calgary when there is sufficient demand. Please send in your seminar request and preferred city to pdregistration@cpaalberta.ca!

Professional Development Registrations

  • Please login to pd.cpaalberta.ca to register
  • Alternatively you may register by sending in a completed registration form via email, fax or mail.

Not sure what to register for? Need some help selecting a seminar?
Need help using the online registration system? Have passport tickets left over?

Professional Development Customer Service can help!
Contact us at 1-800-232-9406 or email us at pdregistration@cpaalberta.ca

        
Accounting & Financial Reporting Standards
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
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. Patricia L Dahm CPA CA Full-Day EDM July 7 08:30-16:00 Register Now
00943 Audit of a Small Entity This full-day seminar is directed to professionals who wish to enhance their skills in auditing small entities effectively and efficiently by focusing on key CASs that are most relevant to small entities. By understanding these standards those 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. Kent Greaves Full-Day EDM July 3 08:30-16:00 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 08:30-16:00 Register Now
1632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard E. Johnson Live Webinar Online May 25 07:00-14:30 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 Recorded Webinar Online May 15- July 7 Register Now
IFRS
00392 IFRS: An Update 2016 International Financial Reporting Standards (IFRS) continue to change and it is important to keep up-to-date. This half-day 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 2015 to June 2016, so you will have an understanding of the IFRS approved or revised during the past year and an overview of projects  on the International Accounting Standards Board’s (IASB) agenda.

Practitioner

Business/ Industry

Government

Kim Varey CPA CA Half-Day CAL June 8 08:30-12:00 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. $440 or 10 Passport Tickets

Practitioner

Business/ Industry

Government

Shari Mann CPA CA Online Self-Study Materials Online May 15 - July 7 Register Now
Not-for-Profit
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: 10 Price: $440

Practitioner

Tony McGregor CPA CA Full-Day Online May 15 - July 7 Register Now
     
Assurance & Related Engagements
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
00524 Effective Use of Analytical Procedures This half-day seminar prepares participants to use analysis under CAS requirements both as a risk assessment procedure and as a substantive procedure when responding to assessed risks. It also prepares the participant to use analysis as a procedure in establishing plausibility when performing review engagements under Sections 8100 to 8600 of the CPA Canada Handbook-Assurance. Participants will be introduced to the various available analytical procedures and the different application techniques that can be used to maximize the effectiveness and efficiency of audit and review engagements while continuing to meet professional requirements. Participants will gain an awareness of the CPA Canada pronouncements in respect of analytical procedures, and attain an understanding of how to develop possible analytical procedures effectively and efficiently on a client-by-client basis. Patricia L Dahm CPA CA Half-Day CAL June 9 08:30-12:00 Register Now
00943 Audit of a Small Entity This full-day seminar is directed to professionals who wish to enhance their skills in auditing small entities effectively and efficiently by focusing on key CASs that are most relevant to small entities. By understanding these standards those 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. Kent Greaves Full-Day EDM July 3 08:30-16:00 Register Now
1632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard E. Johnson Live Webinar Online May 25 07:00-14:30 Register Now
Review & Compilation
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.

Practitioner

Patricia L Dahm CPA CA Half-Day EDM July 5 08:30 - 12:00 Register Now
Patricia L Dahm CPA CA CAL June 9 12:30-16:00 Register Now
01539 NEW Review Engagements: Applying the New Standard (CSRE 2400, Engagements to Review Historical Financial Statements) This full-day seminar is designed to provide an in-depth review of the application of the new Canadian Standard on Review Engagements (CSRE) 2400, Engagements to Review Historical Financial Statements, which is effective for periods ending on or after December 14, 2017. Each stage of the review engagement will be considered, from planning to issuance of the practitioner’s report, including a detailed examination of changes relative to the former standards. Practical tools will be used to illustrate examples of documentation, including some insight into the updated Canadian Professional Engagement Manual (C-PEM) guidance for review engagements.

Practitioner

Business/ Industry

Government

Genevieve A Segger, B.Comm, CPA, CA Full-Day EDM June 6 08:30-16:00 Register Now
Patricia L Dahm CPA CA CAL June 7 08:30-16:00 Register Now
Audits
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. $440 or 10 Passport Tickets

Practitioner

Cindy Kottoor CPA CA Online Self-Study Materials Online May 15 - July 7 Register Now
               
Taxation
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01046 Tax Issues in Shutting Down the 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. Hugh C Neilson, FCPA, FCA, TEP Half-Day CAL June 6 08:30-12:00 Register Now
Hugh C Neilson, FCPA, FCA, TEP EDM June 8 08:30-12:00 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. Hugh C Neilson, FCPA, FCA, TEP Half-Day CAL June 6 12:30-16:00 Register Now
Hugh C Neilson, FCPA, FCA, TEP EDM June 8 12:30-16:00 Register Now
01473 U.S. TAX Considerations For Delinquent Filers – RESIDENT CANADA RECORDED: FEBRUARY 2016 The objective of this session is to outline the U.S. tax issues and filing requirements for U.S. persons (U.S. citizens and greencard holders) resident in Canada with an emphasis on delinquent filers. The U.S. expatriation provisions will also be covered. This online seminar is eligible for verifiable cpd hours – in order to claim these hours as verifiable, you will require to complete a short quiz, also accessible via the website.  Once you complete the quiz, you will be able to print a certificate of completion. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available Until March 31, 2018 Register Now
01657 NEW SBD Multiplication – Closing the Loopholes and The Impact on CCPCs 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01656 NEW Practical Transfer Pricing and Updated on Latest Developments 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
00150 Income Tax Update Providing a detailed summary of tax law changes in the past year, this full-day seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector. Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year. Hugh C Neilson, FCPA, FCA, TEP Full-Day CAL July 11 08:30-16:00 Register Now
01169 Quality Control: Maintaining & Monitoring 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 EDM July 5 12:30-16:00 Register Now
01634 NEW Changing Landscape for Transfer Pricing in Canada as it Relates to the Audit and Dispute Resolution Aveenues within the Income Tax Act This course builds on the principles discussed in the previously-offered course entitled “Managing Transfer Pricing”, and highlights recent initiatives that have taken place at the Organization of Economic Cooperation and Development (“OECD”) in relation to its Base Erosion and Profit Shifting (“BEPS”) project. The session will briefly touch on key topics discussed in the previous course and will quickly jump into how the BEPS initiative will change how transfer pricing matters are dealt with by taxpayers at the planning stage as well as at the audit stage of a Canada Revenue Agency (“CRA”) audit. The course will highlight the impact the initiative has on IP migration strategies and Transfer Pricing documentation, including country by country reporting. Dale Hill, Jim Wilson and Jamal Hejazi Live Broadcast: Full-Day Online June 22 07:30-14:30 Register Now
Corporate
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. $440 or 10 Passport Tickets

Practitioner

Business/ Industry

Government

Julie A Swanson CPA CA TEP Online Self-Study Materials Online May 15- July 7 Register Now
99588 FATCA: Plain & Simple
Starting June 30, 2014, all Canadian entities will have responsibilities under “Foreign Account Tax Compliance Act” (FATCA). This session is designed to help you understand the impact FATCA may have on your clients or your own enterprise. It will provide an overview of the FATCA rules, key responsibilities under the rules, and the risks of non-compliance. Recorded: February 2014.
Ticket: 1
Price: $75.00

Practitioner

Business/ Industry

CPA BC AudioWeb Online Available until March 31, 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: 1 Price: $75.00

Practitioner

Business/ Industry

Provided by CPA BC AudioWeb Online Available until March 31, 2018 Register Now
Personal
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. $440 or 10 Passport Tickets

Practitioner

Business/ Industry

Government

Julie A Swanson CPA CA TEP Online Self-Study Materials Online May 15 - July 7 Register Now
Industry
1632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard E. Johnson Live Webinar Online May 25 07:00-14:30 Register Now
US Taxation
01473 U.S. TAX Considerations For Delinquent Filers – RESIDENT CANADA RECORDED: FEBRUARY 2016 The objective of this session is to outline the U.S. tax issues and filing requirements for U.S. persons (U.S. citizens and greencard holders) resident in Canada with an emphasis on delinquent filers. The U.S. expatriation provisions will also be covered. This online seminar is eligible for verifiable cpd hours – in order to claim these hours as verifiable, you will require to complete a short quiz, also accessible via the website.  Once you complete the quiz, you will be able to print a certificate of completion. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available Until March 31, 2018 Register Now
01474 NEW International Employees: Cross Border Tax and Social Security International mobility is common place in our globalized economy. However, the tax implications for the individuals, and tax compliance obligations of employers, are not comparatively common knowledge. This session will cover the tax tips and traps of cross border employment for both in and out-bound arrangements to/from Canada. Recorded: February 2016 Ticket: 1 Price: $75.00

Practitioner

CPA BC AudioWeb Online Available until March 31, 2018 Register Now
     
Practice Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01654 NEW Maximizing Your Workforce: Bridging the Generational Divide 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: 1 Price: $75.00 CPA BC Recorded Webinar Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 08:30-16:00 Register Now
        
Corporate Accounting & Finance
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
00524 Effective Use of Analytical Procedures This half-day seminar prepares participants to use analysis under CAS requirements both as a risk assessment procedure and as a substantive procedure when responding to assessed risks. It also prepares the participant to use analysis as a procedure in establishing plausibility when performing review engagements under Sections 8100 to 8600 of the CPA Canada Handbook-Assurance. Participants will be introduced to the various available analytical procedures and the different application techniques that can be used to maximize the effectiveness and efficiency of audit and review engagements while continuing to meet professional requirements. Participants will gain an awareness of the CPA Canada pronouncements in respect of analytical procedures, and attain an understanding of how to develop possible analytical procedures effectively and efficiently on a client-by-client basis. Patricia L Dahm CPA CA Half-Day CAL June 9 08:30-12:00 Register Now
01632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard Johnson Live Broadcast: Full-Day Online May 25 07:00-14:30 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01635 NEW Financial Management in the Construction Industry Construction is Canada’s largest single industrial activity in terms of both value and employment. It is an industry where large projects are predominantly controlled by big, national organizations but where the majority of the work is done by small, often family-run contractors. Most industry experts acknowledge the increasing importance of business systems and financial awareness to the success of the construction entity. As an industry specialization, construction provides a great deal of variety and challenge for the financial professional. From the necessary complexity of the accounting system to the broad and integrated spectrum of stakeholders, the finance professional should be prepared to confidently address a wide range of topics in order to provide value to an organization. Keith Martin, CPA, CA Live Broadcast: Full-Day Online July 20 07:30-14:30 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
1632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard E. Johnson Live Webinar Online May 25 07:00-14:30 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.

Those working in financial analysis within an accounting department or a business unit.

Karine Benzacar MBA FCPA FCMA CPA (Del,USA) Full-Day CAL June 9 08:30-16:00 Register Now
00983 Advanced Financial Statement Analysis 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 by users of financial statements, such as bankers, non-financial managers seeking financing, or equity analysts.

Those in industry and practitioners who regularly build financial models in Excel.

Karine Benzacar MBA FCPA FCMA CPA (Del,USA) Full-Day CAL July 9 8:30 -16:00 Register Now
       
Project Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01635 NEW Financial Management in the Construction Industry Construction is Canada’s largest single industrial activity in terms of both value and employment. It is an industry where large projects are predominantly controlled by big, national organizations but where the majority of the work is done by small, often family-run contractors. Most industry experts acknowledge the increasing importance of business systems and financial awareness to the success of the construction entity. As an industry specialization, construction provides a great deal of variety and challenge for the financial professional. From the necessary complexity of the accounting system to the broad and integrated spectrum of stakeholders, the finance professional should be prepared to confidently address a wide range of topics in order to provide value to an organization. Keith Martin, CPA, CA Live Broadcast: Full-Day Online July 20 07:30-14:30 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 08:30-16:00 Register Now
1632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard E. Johnson Live Webinar Online May 25 07:00-14:30 Register Now
                                              
Information Technology
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01649 NEW Excel Dashboards and Visual Elements Perhaps no contemporary topic gets as much attention as digital dashboards, of which charts and visual elements are an important component. In recent versions of Excel, you can create and customize elements with fewer clicks and dialog boxes to aid in producing professional quality charts and visual elements to incorporate into Excel-based dashboards. This course serves to provide a summary overview of charting and other visual element functions and tools in Excel and then to offer a “deep dive” into advanced charting techniques that are especially useful in dashboard settings. Tickets: 2 Price: $79.00 Steven Phelan Live Webinar Online June 27 08:00-10:00 Register Now
01639 NEW Excel Boot Camp Webinar Series, Part 2: Formulas and Data Analysis Are you looking to gain efficiency in your daily Excel use?  Consider our 4-part webinar series designed to take you through Excel from A to Z and show you how to elevate your daily use of Excel to the next level.  This series will use accounting-centric examples, developed for accountants, by accountants. Part Two of the series focuses on formulas and data analysis within Excel. In this portion of the series, learn how to properly build formulas for easy replication and reference throughout a spreadsheet. Numerous formulas specifically geared towards accountants will be discussed, including a variety of lookup functions for tax tables, charts of accounts and inventory systems as well as controlling output from formulas resulting in errors. Tickets: 3 Price: $129.00 Steven Phelan Live Webinar Online June 27 11:00-15:00 Register Now
01648 NEW Trends in Technology Technology is in a constant state of change. While organizations rely on numerous technologies every day, it is often difficult to keep up with these changes. This session is designed to inform and discuss some of the most recent technology changes and how they could impact your organization. Tickets: 3 Price: $129.00 Steven Phelan Live Webinar Online June 26 11:00-15:00 Register Now
01647 NEW PivotTables 101 PivotTables may be challenging at first, but with a little instruction and guidance, they will become part of your regular repertoire for data analysis and reporting. This session begins with basic PivotTables and progresses to advanced PivotTable topics. Don’t miss this opportunity to get started with PivotTables, the most powerful feature in Excel. Tickets: 2 Price: $79.00 Steven Phelan Live Webinar Online June 26 08:00-10:00 Register Now
01631 NEW Advanced Excel Webinar If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. Tickets: 5 Price: $199.00 Brian Tankersley Live Webinar Online June 22 07:30-15:30 Register Now
01646 NEW Microsoft Access Fundamentals – Tables and Queries Microsoft Access is a bit of an enigma to many business professionals because they attempt to use Access in the same way as they use Excel. In this webinar, you will learn the fundamentals of working with Access using its two core components – tables and queries. Tables serve as data repositories, while Queries allow users to maintain, administer, and access stored data. Learn how to master tables and queries – and put yourself on the path to using Access effectively. Tickets: 3 Price: $129.00 Mac McClelland Live Webinar Online June 21 11:00-15:00 Register Now
01624 NEW Excel Best Practices 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. Tickets: 5 Price: $199.00 Mac McClelland Live Broadcast: Full-Day Online June 20 07:30-15:30 Register Now
01645 NEW Information Security – A Practical Approach Information security is no longer optional – it’s the law! This session covers security tools and processes from A to Z – from encrypting hard disks and flash drives to protecting data on laptops, mobile phones and other portable devices. Tools for securing documents, email, and text messaging and those for protecting desktop computers, servers, and your network will also be covered. And it’s more than just a slide show. Many of the security tools covered will be demonstrated during the session. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online June 14 11:00-13:00 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 June 7 08:00-10:00 Register Now
01643 NEW Excel Guru – Tips to Make Your Head Spin 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. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online June 6 08:00-10:00 Register Now
01642 NEW Reporting Tools for Productivity How many reports do you produce in Excel each month? How much time does this task take you and your team to accomplish? Is there a way to create and update these reports more quickly? Attend this session to learn about the productivity you can gain by using and leveraging tools like BizNet, Power BI, and more. Tickets: 2 Price: $79.00 Brian Tankersley Live Webinar Online June 2 08:00-10:00 Register Now
01577 NEW QuickBooks Online – Changing the Paradigm of Small Business Accounting QuickBooks Online has come a long way since its initial release in 2000 and now provides a very reliable and robust set of tools for assisting small businesses in managing their finances. From basic accounting transactions to accounting for inventory to managing payroll, QuickBooks Online now provides access to many of the tools small businesses need to manage operations more efficiently and profitably. . If you are thinking about converting from another accounting program or cloud-based accounting service, or if you are curious about cloud-based accounting options, learn how to put the power of QuickBooks Online to use by participating in this program. Tickets: 3 Price: $129.00 Brian Tankersley Live Webinar Online June 1 11:00-15:00 Register Now
01640 NEW Microsoft Office 2016 – Improving Productivity with New Features 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. Tickets: 3 Price: $129.00 Brian Tankersley Live Webinar Online May 31 11:00-15:00 Register Now
01638 Excel Boot Camp Webinar Series, Part 1: Using Excel Efficiently Are you looking to gain efficiency in your daily Excel use?  Consider our 4-part webinar series designed to take you through Excel from A to Z and show you how to elevate your daily use of Excel to the next level.  This series will use accounting-centric examples, developed for accountants, by accountants. Part One of the series focuses on customizing and using Excel more efficiently.  In this portion of the series, you will learn how to customize the Excel interface to meet your specific needs.  Additionally, numerous techniques will be discussed to help reduce the amount of time you spend on mundane tasks, such as formatting.  You will also learn how to collaborate with other users using the Excel and Excel Online interfaces as well as discuss the importance of security within each of your Excel workbooks. Tickets: 3 Price: $129.00 Steven Phelan Live Webinar Online May 24 11:00-15:00 Register Now
01637 NEW Excel Financial Reporting and 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 course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. Tickets: 5 Price: 199.00 Steven Phelan Live Broadcast: Full-Day Online May 23 07:30-15:30 Register Now
01617 NEW Excel 2013/2016 – Best New Features for Accountants 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. Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online May 18 11:00-13:00 Register Now
1617 NEW Excel 2013/2016 – Best New Features for Accountants 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. 2 Hour Live Webinar Passport Tickets: 2 Price: $79.00 Mac McClelland Live Webinar Online May 18 Register Now
01523 Mobile Office Essentials: Hardware & Software for the Virtual Office There has been a revolution toward businesses encouraging owners and employees to work from remote locations.  Sales of smartphones and tablets are increasing, while sales of personal computers and laptops are decreasing.  This course is designed to help accountants and financial managers understand how organizations are using mobile technologies and the latest computer hardware to work effectively from almost anywhere on land.
2 Hour Live Webinar, 2 Passport Tickets Price: $79
Brian Tankersley Live Webinar Online June 1 08:00-10:00 Register Now
01625 NEW Power Up Your PivotTables 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. Mac McClelland Live Broadcast: Half-Day Online June 5 08:00-10:00 Register Now
01534 NEW Technology Update
Do you sometimes feel lost in the technology jungle? Would you like clear guidance regarding Windows, Office, the Cloud, security, and other technology-related issues? If you answered “yes” to either of these questions, make plans now to invest four hours in this fast-paced and highly informative course that is sure to ramp up your return on technology investment. Technology tools available have never been better, but many are not taking full advantage of these tools. This course helps professionals understand the major trends in hardware, software, and services and how to utilize these tools to meet organizational objectives. Tickets: 3 Price: $129.00

Business professionals who are interested in how technology affects them and seek an update of relevant technology trends, tools, and techniques

Steve Yoss Live Webinar Online April 25 11:00-15:00 Register Now
Steve Yoss Online May 10 11:30-15:30 Register Now
01570 NEW Excel PivotTables for Accountants – Part I
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. Tickets: 3 Price: $129.00

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

Mac Mcclelland Live Webinar Online May 17 11:00-15:00 Register Now
01573 NEW Introduction to Excel Macros
Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder 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. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools. Tickets: 3 Price: $129.00

Business professionals seeking to extend Excel’s functionality with simple, yet highly-effective, macros

Brian Tankersley Live Webinar Online May 4 11:00-15:00 Register Now
Brian Tankersley Online June 7 11:00-15:00 Register Now
01581 Word Advanced Tips, Tricks and Techniques
Like most Microsoft Word users, you are probably self-taught and can get through the basics of creating a document and applying some formatting characteristics. But do you use Word’s Styles feature? Or its Building Blocks and Quick Parts? Do you create and use Templates, or work with Themes? Can you insert Excel-like formulas into Word Tables? If your answer to any one of the above questions is “no,” then you are likely wasting significant amounts of time when working with Word.  Resolve today to put Word to work for you the right way by attending this four-hour program. Tickets: 3 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 May 25 11:00-15:00 Register Now
01524 NEW 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. Tickets: 2 Price: $79.00

Accounting and IT professionals seeking more thorough knowledge of the Microsoft Office alternatives

Mac Mcclelland Live Webinar Online May 16 13:30-15:30 Register Now
01612 NEW 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. Tickets: 2 Price: $79.00

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

Mac Mcclelland Live Webinar Online May 18 08:00-10:00 Register Now
01318 NEW Excel-Based Dashboards
Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes; and in this program, you will learn how to create Excel-based dashboards that provide users with real-time access to mission-critical data. Much more than just a program on charting, this course will demonstrate how to put advanced Excel features, such as data queries, Power Query, PivotTables, and even macros, to work so that you can build Excel-based dashboards that will enhance your financial and operational reporting processes. Tickets: 5 Price: $199.00

Accounting and financial professionals seeking to improve financial reporting processes

Brian Tankersley Live Webinar Online May 30 07:30-15:30 Register Now
01535 NEW Windows 10 Tips and Tricks
You’ve made the move to Windows 10. The Start Menu has returned and its Cloud integration is obvious, but most everything else is unfamiliar. This session will help you setup and customize Windows 10 and improve its performance, security, and privacy. From navigation to configuring default applications to setting up backup, this session provides the needed guidance. In addition, we will introduce you to virtual desktops, the unified notifications area, and provide a detailed overview of the comprehensive Settings area, where the core of Windows 10 settings are configured. Don’t miss this opportunity to better understand and use Windows 10. Tickets: 2 Price: $79.00

Accountants and finance professionals who want to work with Windows 10 more effectively to improve their productivity.

Mac Mcclelland Live Webinar Online June 6 13:30-15:30 Register Now
01575 NEW Power Charting in Excel 2010-2016
Most accounting professionals quit using charts to communicate financial and operational information years ago because charting was too time consuming and too cumbersome, but the new charting engine in Excel overcomes both of those issues. Now users can quickly and easily build advanced charts that allow users to filter data interactively, and create charts that change dynamically as the volume of data changes. Plus, users can easily produce combination charts on two axes, generate advanced Pivot Charts, and build charts commonly used in dashboards, such as gauge charts or thermometer charts. In this two-hour session, you will learn how to build amazing charts to communicate your information and analyses more effectively. Tickets: 2 Price: $79.00

Microsoft Office users seeking to use charts as effective communication tools to report or analyze data

Mac Mcclelland Live Webinar Online June 14 08:00-10:00 Register Now
01590 NEW Small Business Internal Controls, Security, and Fraud Prevention and Detection
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. Tickets: 5 Price: $199.00

Accounting & financial professionals responsible for internal control & fraud prevention & detection

Mac Mcclelland Live Webinar Online June 8 07:30-15:30 Register Now
01519 NEW Excel Data Combination and Consolidation
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. Tickets: 2 Price: $79.00

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

Mac Mcclelland Live Webinar Online May 17 08:00-10:00 Register Now
01516 NEW Create Stunning Dashboards with Power BI Desktop
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. Tickets: 2 Price: $79.00

Accountants and finance professionals responsible for analyzing and presenting information from large amounts of data

Mac Mcclelland Live Webinar Online June 6 11:00-13:00 Register Now
01569 NEW Excel Budgeting Techniques
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. Tickets: 2 Price: $79.00

Accounting and financial professionals involved in the budget process who want to use Excel more effectively

Mac Mcclelland Live Webinar Online May 16 11:00-13:00 Register Now
01621 NEW Critical Tips for Avoiding Identity Theft
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. Tickets: 2 Price: $79.00

Accounting and business professionals responsible for information security

Steve Yoss Live Webinar Online May 11 08:30-10:30 Register Now
01620 NEW Adobe Acrobat DC – Big Changes for PDF
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers a number of new outstanding productivity features that you will want to take advantage of. These features, coupled with significant changes in licensing, means that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer. Tickets: 2 Price: $79.00

Accounting and business professionals who want to become more efficient in using Adobe Acrobat DC

Steve Yoss Live Webinar Online May 10 08:30-10:30 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: 5 Price: $199.00

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

Brian Tankersley Live Webinar Online May 2 07:30-15:30 Register Now
01527 NEW PDF Forms – Retire the Typewriter
Many businesses and CPA firms keep a typewriter in the office just to fill out paper forms. A better way is to abandon paper and use PDF forms instead. With Adobe Acrobat, users can fill scanned paper forms with the Add Text tool or create professional click-and-fill forms in minutes. During this session, your session leader will show you how easy it is to convert your paper forms to PDFs, thereby allowing you to abandon paper and retire the typewriter. Tickets: 2 Price: $79.00

Accountants and business professionals who use forms and want to learn how to take advantage of the form creation and filling capabilities of Adobe Acrobat and Adobe Reader

Mac Mcclelland Live Webinar Online June 5 11:00-13:00 Register Now
01520 NEW Harness the Power of Array Formulas
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. 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 May 16 08:00-10:00 Register Now
01529 NEW PowerPivot and Power View – Desktop Analytics in Excel
Two new Excel features – PowerPivot and Power View – provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, your PivotTables reports become even more potent, while Power View offers data visualization techniques for better analysis and communication. You will learn to put the power of both of these amazing tools to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes. Tickets: 2 Price: $79.00

Accountants and finance professionals responsible for reporting who want to streamline their reporting processes while increasing report accuracy

Mac Mcclelland Live Webinar Online April 27 13:30-15:30 Register Now
Mac Mcclelland Online May 25 08:00-10:00 Register Now
01582 NEW Outlook 2010-2016 – Organizing the Inbox
Microsoft Outlook is the most utilized business application in the world today, but for many users, dealing with Outlook is the most frustrating part of their day. This session is designed to help Outlook users better organize and manage their email communications. It contains coverage on how to reduce e-mail interruptions, triage the Inbox rapidly, find related messages quickly and easily, organize the Inbox with folders, categories, and rules, and use drag-and-drop to create new tasks and appointments. The information provided in this session will ease your frustration and improve your productivity in using Microsoft Outlook. Tickets: 2 Price: $79.00

Accounting and business professionals who need to manage e-mail more effectively in Outlook 2010-2016

Mac Mcclelland Live Webinar Online June 21 08:00-10:00 Register Now
01567 NEW Dashboard Reporting Tools and Techniques
Dashboard reporting of key performance indicators (KPIs) in real time is an unmet goal for many organizations.  Participants in this session will review sample dashboards, learn about key terminology for describing dashboards, and identify techniques for effectively communicating KPIs to all stakeholders.  Participants in this session will also learn how to develop strategies to accumulate data, create summary reports, and present and distribute data on Excel or Web-based dashboards. Tickets: 2 Price: $79.00

Accounting professionals in public accounting and industry who are interested in better ways to report business performance

Brian Tankersley Live Webinar Online May 4 08:00-10:00 Register Now
Brian Tankersley Online June 23 11:00-13:00 Register Now
01532 NEW Selecting and Implementing a Document Management System
Organizations are storing more of their documents in structured digital document stores.  While some are using well implemented solutions which have been configured to work with the organization’s business processes, others are simply placing files in an ad hoc folder structure.  Participants will see live demonstration of many common DMS features designed to save you and your team time when storing, searching, retrieving, and archiving business data. Tickets: 2 Price: $79.00

Business professionals who need a more effective tool for managing their documents

Brian Tankersley Live Webinar Online May 3 08:00 - 10:00 Register Now
Brian Tankersley Online June 23 08:00 - 10:00 Register Now
01568 NEW Data Security: Need we Say More?
Excel contains a number of very powerful features that few professionals use. Do you use the Camera to create composite reports from snippets of multiple ranges, worksheets, or workbooks? Or use Custom Views to navigate or rearrange workbooks or to save multiple print settings for a single worksheet? Have you used the linear programming functionality of Goal Seek or Solver to identify financial inputs? Or use array formulas to make calculations that would be impossible with ordinary formulas? Then there are defined names, custom templates, user defined functions, Scenario Manager, conditional formatting, and data validation! The knowledge and skill delivered in this session will help you unlock all of this underutilized power. Tickets: 2 Price: $79.00  

Business professionals seeking to secure sensitive data

Brian Tankersley Live Webinar Online May 3 11:00-13:00 Register Now
Excel
00739 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 seminar contains hundreds of tips, tricks, and techniques to improve your productivity. The seminar has six major areas of topical coverage: productivity tips and 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!

Accountants in public practice providing services to small businesses and accountants in private industry employed by small businesses.

Karen Granville Full-Day EDM May 31 08:30 - 16:30 Register Now
Marion Willams CAL June 7 08:30 - 16:30 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 in Excel 2010 and 2013 that enables you to work with large amounts of data from multiple data sources. Laptop Friendly

Intermediate users who want to further their Excel skills to the next level.

Karen Granville Full-Day EDM May 29 08:30 - 16:30 Register Now
Marion Williams CAL June 5 08:30 - 16:30 Register Now
00549 Advanced Excel 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: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and commu- nicate information. Laptop Friendly

Accountants who work with Excel and who want to learn all of the best features and functions.

Karen Granville Full-Day EDM May 30 08:30 - 16:30 Register Now
Marion Williams CAL June 6 08:30 - 16:30 Register Now
Microsoft Office
01545 NEW Microsoft Office 2016: Improving Productivity with New Features Microsoft Office 2016 is now available to businesses of all sizes and if you are considering upgrading or have already upgraded, then you will no doubt want to join us for this half-day seminar in which you will learn about the new features in Office 2016 and how you can, and should, put them to use. Included in Office 2016 are subtle, but important changes to the user interface, such as the following: •  The new “Tell Me“ tool that should help you to find “hidden” functionality; •  A major upgrade to Outlook to enhance collaboration; •  Real-time co-editing with other team members in Word; •  New presentation tools with Microsoft Sway; and •  Built-in and improved business intelligence options in Excel with Power Query and enhanced        visualization capabilities. Don’t waste a moment of your valuable time trying to learn Office 2016 on your own; instead, let this seminar assist you in maximizing your return on your investment in Office 2016!

Business Professionals who work with Microsoft Office and are considering or have already upgraded to Office 2016.

Brian Tankersley Live Webinar Online May 31 11:00-15:00 Register Now
      
Communication
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01651 NEW Emerging Ethical Challenges for CPAs RECORDED: JANUARY 2017 Increasingly, CPAs are being asked to take on additional “side of the desk” responsibilities that move well beyond financial reporting. In this session, Michael will engage audience members in a consideration of the ethical implications of this kind of side of the desk work. He will also identify potential hazards and opportunities as well as suggest strategies for dealing in a professional way with the challenges posed by these expanding responsibilities that are beyond the traditional scope of accounting roles. This session 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01478 What Leaders Know about Communication Leaders know that sharing their vision is crucial to the success of their teams and organization. Leaders know that innovation and creativity are necessary ingredients for the execution of excellence. Leaders know that without effective communication skills, it is impossible to share a vision that will create a strategy that can support a team to create a successful outcome. In this session, you will learn more about improving your skill set as a master communicator. Stop wasting time and energy talking in circles – communicate like a leader instead. Recorded: November 2014 Ticket: 1 Price: $75.00

Leaders at all levels.

CPA BC AudioWeb Online Available until March 31, 2018 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 3 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 May 27 TBA Register Now
Karen Denega Online August 12 TBA 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 3 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 May 13 13:00-15:00 Register Now
Karen Denega Online August 19 TBA 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 3 passport tickets

Everyone

Karen Denega Live Webinar Online May 6 TBA Register Now
Karen Denega Online August 26 TBA Register Now
99025 Having Difficult Conversations 101: Foundations 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.
Two-hour live webinar
$139.99 or 3 passport tickets

Everyone

Karen Denega Live Webinar Online June 24 13:00-15:00 Register Now
Karen Denega Online Sept 9 13:00-15:00 Register Now
       
Strategic Planning
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard Johnson Live Broadcast: Full-Day Online May 25 07:00-14:30 Register Now
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01654 NEW Maximizing Your Workforce: Bridging the Generational Divide 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: 1 Price: $75.00 CPA BC Recorded Webinar Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01651 NEW Emerging Ethical Challenges for CPAs RECORDED: JANUARY 2017 Increasingly, CPAs are being asked to take on additional “side of the desk” responsibilities that move well beyond financial reporting. In this session, Michael will engage audience members in a consideration of the ethical implications of this kind of side of the desk work. He will also identify potential hazards and opportunities as well as suggest strategies for dealing in a professional way with the challenges posed by these expanding responsibilities that are beyond the traditional scope of accounting roles. This session 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 08:30-16:00 Register Now
         
Leadership
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01632 NEW Mergers and Acquisitions – From Start to Finish This seminar is designed for individuals who want to understand the acquisition and divestiture process from beginning to end. The presentation begins with a discussion of pre-transaction planning and strategy, from both a buyer’s and seller’s perspective. The presentation then moves to finding the right buyer or seller and the documentation that flows between the parties as part of the information exchange and due diligence. It covers valuation from an M+A perspective, including deal structuring and financing considerations, and then concludes with a discussion on M+A negotiating strategies and the reasons that deals sometimes fail to close. Howard Johnson Live Broadcast: Full-Day Online May 25 07:00-14:30 Register Now
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01654 NEW Maximizing Your Workforce: Bridging the Generational Divide 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: 1 Price: $75.00 CPA BC Recorded Webinar Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01651 NEW Emerging Ethical Challenges for CPAs RECORDED: JANUARY 2017 Increasingly, CPAs are being asked to take on additional “side of the desk” responsibilities that move well beyond financial reporting. In this session, Michael will engage audience members in a consideration of the ethical implications of this kind of side of the desk work. He will also identify potential hazards and opportunities as well as suggest strategies for dealing in a professional way with the challenges posed by these expanding responsibilities that are beyond the traditional scope of accounting roles. This session 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 08:30-16:00 Register Now
         
Management Skills
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01654 NEW Maximizing Your Workforce: Bridging the Generational Divide 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: 1 Price: $75.00 CPA BC Recorded Webinar Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01651 NEW Emerging Ethical Challenges for CPAs RECORDED: JANUARY 2017 Increasingly, CPAs are being asked to take on additional “side of the desk” responsibilities that move well beyond financial reporting. In this session, Michael will engage audience members in a consideration of the ethical implications of this kind of side of the desk work. He will also identify potential hazards and opportunities as well as suggest strategies for dealing in a professional way with the challenges posed by these expanding responsibilities that are beyond the traditional scope of accounting roles. This session 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01628 NEW Strategy & Risk Management for Financial Managers Description coming soon! Jeffrey D Sherman Full-Day EDM June 2 08:30-16:00 Register Now
01627 NEW Improving Financial Performance for Controllers & CFOs Description coming soon! Jeffrey D. Sherman Full-Day CAL May 31 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.

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 June 5 08:30 - 16:30 Register Now
Stephen Priddle CPA CA CMA EDM June 6 08:30 - 16:30 Register Now

Negotiation
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
99723 Negotiating 2: Challenges & Pitfalls of Negotiations This session will look at some of the sharpest challenges faced by negotiators and mistakes we commonly make in response to them. It will provide some key learnings from negotiations research and experience to help you conduct more effective negotiations in challenging circum- stances. Recorded: March 2003 Ticket: 1 Price: $75.00

Everyone

CPA BC AudioWeb Online Available until March 31, 2018 Register Now
  
Critical Thinking
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
  
Board and Governance
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01652 NEW Ethical Tax RECORDED: OCTOBER 2016 Tax is seldom black or white. In this session, case studies will be used to provoke discussion on ethical dilemmas confronting accountants related to tax matters. You will be challenged to consider how you would handle a variety of ethical tax scenarios and will develop your ability to recognize ethical tax issues as well as your confidence in handling ethical tax dilemmas. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01651 NEW Emerging Ethical Challenges for CPAs RECORDED: JANUARY 2017 Increasingly, CPAs are being asked to take on additional “side of the desk” responsibilities that move well beyond financial reporting. In this session, Michael will engage audience members in a consideration of the ethical implications of this kind of side of the desk work. He will also identify potential hazards and opportunities as well as suggest strategies for dealing in a professional way with the challenges posed by these expanding responsibilities that are beyond the traditional scope of accounting roles. This session 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
     
Personal Development
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
01658 NEW Your People Strategy – Time for a Tune up? 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. Ticket: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01655 NEW Planning for a Business RECORDED: NOVEMBER 2016 In this session, you will learn how to consider and challenge the drivers behind financial forecasts but also explore how to quantify the non-financial aspects of the business; breakdown the linkages between strategy, mission and vision to increase overall effectiveness in all methods of planning; and create opportunities to enhance your knowledge and skills in both developing and formatting powerful business plans. 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01654 NEW Maximizing Your Workforce: Bridging the Generational Divide 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: 1 Price: $75.00 CPA BC Recorded Webinar Online Available until March 31, 2018 Register Now
01653 NEW Ethics in the Real World 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: 1 Price: $75.00 CPA BC AudioWeb Online Available until March 31, 2018 Register Now
01479 What is Your Happiness Practice Recent discoveries in the field of positive psychology have shown that the commonly held idea that success brings happiness is actually backward: Happiness fuels success not the other way around. This full-day seminar is a comprehensive guide to understanding the elements of happi- ness. It will also provide practical, empowering and easy to follow strategies and exercises for new ways of thinking and sustaining deep joy in your life. Recorded: July 2015 Ticket: 1 Price: $75.00

Everyone

Provided by CPA BC Audio Web AudioWeb Online Available until March 31, 2018 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.
Two-hour live webinar $139.99 or 3 passport tickets

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

Karen Denega Live Webinar Online June 3 13:00-15:00 Register Now
 
Productivity & Time Management
Code New Seminar Who Will Benefit Presenter, Instructor or Facilitator Format Location Date Time
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. Two-hour live webinar $139.99 or 3 passport tickets

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

Karen Denega Live Webinar Online June 10 13:00-15:00 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! Two-hour live webinar $139.99 or 3 passport tickets

Busy professionals, leaders, business owners, and employees- anyone interested in enhancing their effectiveness.

Karen Denega Live Webinar Online June 17 13:00-15:00 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
01636 NEW Trends and Key Issues in Corporate Governance In this session, Professor Richard Leblanc, CMC, BSc, MBA, LLB, JD, LLM, PhD, will present key trends and issues in corporate governance based on his research and work with award winning boards, including: board composition and skill set; gender diversity; the strategic role of the board; developments in risk governance; internal controls and assurance; executive compensation; the changing role of gatekeepers (including accountants and auditors); shareholder accountability, activism and value creation; reputation risk and social media; I.T. governance and cybercrime; and tone at the cop, culture and whistle-blowing. The program will be highly dynamic, inclusive, practical and useful – with examples drawn from advice to award-winning boards, serving as an expert witness in governance failure, the academic and practitioner literature, and practical cases. Dr. Richard Leblanc CMC, BSc, MBA, LLB, JD, LLM, PhD Live Broadcast: Full-Day Online July 21 07:30-14:30 Register Now
01633 NEW Risk Management Fundamentals This seminar is intended to cover risk assessment and management at an introductory level. The participants will look at the topic from both a public practice point of view as well as that of a larger organization. You will learn the theory of risk management and the uses of risk management from the various points of view of professionals in business including controllers, internal auditors and external practitioners and consultants. The seminar leader has conducted risk assessment reviews for a number of organizations, including an international bank, a large educational institution, and several governmental organizations. In addition, he has taught seminars on risk mitigation. Robert (Bob) Forsyth, FCPA, FCGA, CFI, MBA, MA Live Broadcast: Full-Day Online June 21 07:30-14:30 Register Now
01625 NEW Power Up Your PivotTables 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. Mac McClelland Live Broadcast: Half-Day Online June 5 08:00-10:00 Register Now
01534 NEW Technology Update
Do you sometimes feel lost in the technology jungle? Would you like clear guidance regarding Windows, Office, the Cloud, security, and other technology-related issues? If you answered “yes” to either of these questions, make plans now to invest four hours in this fast-paced and highly informative course that is sure to ramp up your return on technology investment. Technology tools available have never been better, but many are not taking full advantage of these tools. This course helps professionals understand the major trends in hardware, software, and services and how to utilize these tools to meet organizational objectives. Tickets: 3 Price: $129.00

Business professionals who are interested in how technology affects them and seek an update of relevant technology trends, tools, and techniques

Steve Yoss Live Webinar Online April 25 11:00-15:00 Register Now
Steve Yoss Online May 10 11:30-15:30 Register Now
01570 NEW Excel PivotTables for Accountants – Part I
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. Tickets: 3 Price: $129.00

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

Mac Mcclelland Live Webinar Online May 17 11:00-15:00 Register Now
01573 NEW Introduction to Excel Macros
Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder 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. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools. Tickets: 3 Price: $129.00

Business professionals seeking to extend Excel’s functionality with simple, yet highly-effective, macros

Brian Tankersley Live Webinar Online May 4 11:00-15:00 Register Now
Brian Tankersley Online June 7 11:00-15:00 Register Now
01581 Word Advanced Tips, Tricks and Techniques
Like most Microsoft Word users, you are probably self-taught and can get through the basics of creating a document and applying some formatting characteristics. But do you use Word’s Styles feature? Or its Building Blocks and Quick Parts? Do you create and use Templates, or work with Themes? Can you insert Excel-like formulas into Word Tables? If your answer to any one of the above questions is “no,” then you are likely wasting significant amounts of time when working with Word.  Resolve today to put Word to work for you the right way by attending this four-hour program. Tickets: 3 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 May 25 11:00-15:00 Register Now
01524 NEW 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. Tickets: 2 Price: $79.00

Accounting and IT professionals seeking more thorough knowledge of the Microsoft Office alternatives

Mac Mcclelland Live Webinar Online May 16 13:30-15:30 Register Now
01612 NEW 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. Tickets: 2 Price: $79.00

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

Mac Mcclelland Live Webinar Online May 18 08:00-10:00 Register Now
01318 NEW Excel-Based Dashboards
Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes; and in this program, you will learn how to create Excel-based dashboards that provide users with real-time access to mission-critical data. Much more than just a program on charting, this course will demonstrate how to put advanced Excel features, such as data queries, Power Query, PivotTables, and even macros, to work so that you can build Excel-based dashboards that will enhance your financial and operational reporting processes. Tickets: 5 Price: $199.00

Accounting and financial professionals seeking to improve financial reporting processes

Brian Tankersley Live Webinar Online May 30 07:30-15:30 Register Now
01535 NEW Windows 10 Tips and Tricks
You’ve made the move to Windows 10. The Start Menu has returned and its Cloud integration is obvious, but most everything else is unfamiliar. This session will help you setup and customize Windows 10 and improve its performance, security, and privacy. From navigation to configuring default applications to setting up backup, this session provides the needed guidance. In addition, we will introduce you to virtual desktops, the unified notifications area, and provide a detailed overview of the comprehensive Settings area, where the core of Windows 10 settings are configured. Don’t miss this opportunity to better understand and use Windows 10. Tickets: 2 Price: $79.00

Accountants and finance professionals who want to work with Windows 10 more effectively to improve their productivity.

Mac Mcclelland Live Webinar Online June 6 13:30-15:30 Register Now
01575 NEW Power Charting in Excel 2010-2016
Most accounting professionals quit using charts to communicate financial and operational information years ago because charting was too time consuming and too cumbersome, but the new charting engine in Excel overcomes both of those issues. Now users can quickly and easily build advanced charts that allow users to filter data interactively, and create charts that change dynamically as the volume of data changes. Plus, users can easily produce combination charts on two axes, generate advanced Pivot Charts, and build charts commonly used in dashboards, such as gauge charts or thermometer charts. In this two-hour session, you will learn how to build amazing charts to communicate your information and analyses more effectively. Tickets: 2 Price: $79.00

Microsoft Office users seeking to use charts as effective communication tools to report or analyze data

Mac Mcclelland Live Webinar Online June 14 08:00-10:00 Register Now
01590 NEW Small Business Internal Controls, Security, and Fraud Prevention and Detection
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. Tickets: 5 Price: $199.00

Accounting & financial professionals responsible for internal control & fraud prevention & detection

Mac Mcclelland Live Webinar Online June 8 07:30-15:30 Register Now
01519 NEW Excel Data Combination and Consolidation
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. Tickets: 2 Price: $79.00

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

Mac Mcclelland Live Webinar Online May 17 08:00-10:00 Register Now
01516 NEW Create Stunning Dashboards with Power BI Desktop
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. Tickets: 2 Price: $79.00

Accountants and finance professionals responsible for analyzing and presenting information from large amounts of data

Mac Mcclelland Live Webinar Online June 6 11:00-13:00 Register Now
01569 NEW Excel Budgeting Techniques
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. Tickets: 2 Price: $79.00

Accounting and financial professionals involved in the budget process who want to use Excel more effectively

Mac Mcclelland Live Webinar Online May 16 11:00-13:00 Register Now
01621 NEW Critical Tips for Avoiding Identity Theft
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. Tickets: 2 Price: $79.00

Accounting and business professionals responsible for information security

Steve Yoss Live Webinar Online May 11 08:30-10:30 Register Now
01620 NEW Adobe Acrobat DC – Big Changes for PDF
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers a number of new outstanding productivity features that you will want to take advantage of. These features, coupled with significant changes in licensing, means that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer. Tickets: 2 Price: $79.00

Accounting and business professionals who want to become more efficient in using Adobe Acrobat DC

Steve Yoss Live Webinar Online May 10 08:30-10:30 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: 5 Price: $199.00

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

Brian Tankersley Live Webinar Online May 2 07:30-15:30 Register Now
01527 NEW PDF Forms – Retire the Typewriter
Many businesses and CPA firms keep a typewriter in the office just to fill out paper forms. A better way is to abandon paper and use PDF forms instead. With Adobe Acrobat, users can fill scanned paper forms with the Add Text tool or create professional click-and-fill forms in minutes. During this session, your session leader will show you how easy it is to convert your paper forms to PDFs, thereby allowing you to abandon paper and retire the typewriter. Tickets: 2 Price: $79.00

Accountants and business professionals who use forms and want to learn how to take advantage of the form creation and filling capabilities of Adobe Acrobat and Adobe Reader

Mac Mcclelland Live Webinar Online June 5 11:00-13:00 Register Now
01520 NEW Harness the Power of Array Formulas
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. 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 May 16 08:00-10:00 Register Now
01529 NEW PowerPivot and Power View – Desktop Analytics in Excel
Two new Excel features – PowerPivot and Power View – provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, your PivotTables reports become even more potent, while Power View offers data visualization techniques for better analysis and communication. You will learn to put the power of both of these amazing tools to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes. Tickets: 2 Price: $79.00

Accountants and finance professionals responsible for reporting who want to streamline their reporting processes while increasing report accuracy

Mac Mcclelland Live Webinar Online April 27 13:30-15:30 Register Now
Mac Mcclelland Online May 25 08:00-10:00 Register Now
01582 NEW Outlook 2010-2016 – Organizing the Inbox
Microsoft Outlook is the most utilized business application in the world today, but for many users, dealing with Outlook is the most frustrating part of their day. This session is designed to help Outlook users better organize and manage their email communications. It contains coverage on how to reduce e-mail interruptions, triage the Inbox rapidly, find related messages quickly and easily, organize the Inbox with folders, categories, and rules, and use drag-and-drop to create new tasks and appointments. The information provided in this session will ease your frustration and improve your productivity in using Microsoft Outlook. Tickets: 2 Price: $79.00

Accounting and business professionals who need to manage e-mail more effectively in Outlook 2010-2016

Mac Mcclelland Live Webinar Online June 21 08:00-10:00 Register Now
01567 NEW Dashboard Reporting Tools and Techniques
Dashboard reporting of key performance indicators (KPIs) in real time is an unmet goal for many organizations.  Participants in this session will review sample dashboards, learn about key terminology for describing dashboards, and identify techniques for effectively communicating KPIs to all stakeholders.  Participants in this session will also learn how to develop strategies to accumulate data, create summary reports, and present and distribute data on Excel or Web-based dashboards. Tickets: 2 Price: $79.00

Accounting professionals in public accounting and industry who are interested in better ways to report business performance

Brian Tankersley Live Webinar Online May 4 08:00-10:00 Register Now
Brian Tankersley Online June 23 11:00-13:00 Register Now
01532 NEW Selecting and Implementing a Document Management System
Organizations are storing more of their documents in structured digital document stores.  While some are using well implemented solutions which have been configured to work with the organization’s business processes, others are simply placing files in an ad hoc folder structure.  Participants will see live demonstration of many common DMS features designed to save you and your team time when storing, searching, retrieving, and archiving business data. Tickets: 2 Price: $79.00

Business professionals who need a more effective tool for managing their documents

Brian Tankersley Live Webinar Online May 3 08:00 - 10:00 Register Now
Brian Tankersley Online June 23 08:00 - 10:00 Register Now
01568 NEW Data Security: Need we Say More?
Excel contains a number of very powerful features that few professionals use. Do you use the Camera to create composite reports from snippets of multiple ranges, worksheets, or workbooks? Or use Custom Views to navigate or rearrange workbooks or to save multiple print settings for a single worksheet? Have you used the linear programming functionality of Goal Seek or Solver to identify financial inputs? Or use array formulas to make calculations that would be impossible with ordinary formulas? Then there are defined names, custom templates, user defined functions, Scenario Manager, conditional formatting, and data validation! The knowledge and skill delivered in this session will help you unlock all of this underutilized power. Tickets: 2 Price: $79.00  

Business professionals seeking to secure sensitive data

Brian Tankersley Live Webinar Online May 3 11:00-13:00 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 780-428-7519
Mail Mail completed registration form to

#580 Manulife Place, 10180 – 101 Street, Edmonton, AB T5J 4R2
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

image description

CPA Alberta is committed to providing members cost effective professional development opportunities and offers 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, 2016 to March 31, 2017 on passport valid products which are offered April 1, 2016 to March 31, 2017. Each Passport comes with 42 tickets.

Passport Fee (+GST) Additional Tickets Who May Purchase* Who May Use Validity
Personal $1760 $41.90 (maximum 3/passport) Canadian CPAs, CAs, CMAs and CGAs only Passport Owner Only
Tickets are Not Transferable
For select seminars offered April 1, 2016 to March 31, 2017.
Corporate $2200 $52.38 (maximum 3/passport) No Restrictions Transferable within Organization

*Details in Passport Terms & Conditions, click here.

Purchase Passport

Self-Study Seminar Materials

Selected seminar materials for the PD Fall 2016/Winter 2017 Program (offered between September 2016 and March 2017) 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 material deal with complex matters and have been carefully prepared; however, none of the CPA Alberta, the seminar author and/or firm, nor any persons involved in the preparation and/or instruction of the material accepts legal responsibility for its contents or for any consequences arising from its use.

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