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This is the agenda for Tuesday, November 5, 2019
Tuesday, November 5, 2019
8:30AM - 4:30PM
Building Usable KPIs: A Practical Framework *FULL*

Key Performance Indicators (KPIs), when based on reliable information and aligned with corporate and department goals, provide the fuel for improvement. This course is a hands-on workshop which will go through step by step the elements of building a successful KPI framework.

Each section will use real life examples with various departmental focuses. It will also illustrate simple options for reporting which can be used by businesses and departments of all sizes. Participants will have the opportunity to work in small groups to share examples and will also be asked to apply concepts to examples from their organization.

8:30AM - 4:30PM
Leadership: The Essential Competencies

This workshop provides strategies to help leaders increase their abilities to inspire and lead teams effectively. Participants will gain insights about how to best engage others, assess team dynamics, make better decisions, and to improve trust and influence with those they are leading.

Topics include key leadership competencies, team performance assessment tool, leadership vision – the why, and decision-making considerations.

Alain Paulin

8:30AM - 12:00PM
Corporate Tax Section 55: How Safe are your Dividends

The longstanding rules in section 55 of the Income Tax Act were significantly amended in April of 2015, with the result that they apply to many more inter-corporate dividends than previously. In addition, the “exceptions” to avoid of the application of these rules have been severely curtailed.

The broad manner in which these rules are written, along with the Canada Revenue Agency’s evolving interpretation of these rules, creates difficulty in understanding how and when to apply them, both in theory and in practice. This course intends to provide a basis for better understanding these rules and their application.

Candace Sears, CPA, CA

8:30AM - 12:00PM

Description to come.

8:30AM - 12:00PM
IFRS: Update 2019

This seminar provides participants with a review of new and revised IFRS and an up-to-date snapshot of other projects being considered by IFRS standard setters. The content covers new and revised standards approved from July 2018 to June 2019. The topics addressed by the IFRS Discussion Group during the year will be identified with more in-depth coverage of specific items.

Topics addressed where the IFRS Interpretations Committee determined improvements or clarifications were not considered necessary will be identified so participants can obtain a better understanding of the standards, including the impact of this information on judgments being made. Recent publications by the regulators are referenced so that participants are aware of and consider the implications of regulator communications.

8:30AM - 12:00PM
Protect Yourself Online: Advice from a Professional Hacker

In a world of digital technology, it is easy to forget one sobering fact: our identity can be stolen anytime and anywhere. Hackers, malware, botnets and all form of digital threats are ever more sophisticated, waiting in the shadows for that one opportunity to steal your sensitive information.

This presentation will teach you how to come up with an undecipherable password, how to secure your information on social media, how to detect threats, how to identify frauds, and how to find out what personal information is floating on the web.

8:30AM - 12:00PM
Quality Control: Application of CSQC1

Under the Canadian Standards for Quality Control (CSQC1), all firms who report on assurance engagements are required to complete annual monitoring. Annual monitoring, which differs for cyclical monitoring and practice inspection, can be performed in-house by a partner or a senior staff member. This seminar has been created to provide sole practitioners and small firms with the opportunity to complete annual monitoring. During the seminar, practitioners will review the firm’s quality control documentation as well as completed engagement files.

Participants are required to bring the necessary material to the session, preferably on an electronic device with full access to the required information.

1:00PM - 4:30PM
ASNFPO: Update 2019

This seminar will provide an information update on recent revisions to the CPA Canada Handbook: Part III, Accounting Standards for Not-for-Profit Organizations (ASNFPO) , followed by discussion of major projects and impact on NFPOs.

In addition, practical guidance will be provided on selected accounting matters identified by practice advisory and/or practice inspection. In addition, information will be provided on performance measures and matters of importance to Board members.

Jules Hawkins, CPA, CA

1:00PM - 4:30PM
Compilation Engagements: Review of Section 9200 *FULL*

This course provides scenario-based exercises that will assist participants in developing their understanding of the existing standards and common issues, including appropriate disclosures in compiled financial statements, CPA Code of Professional Conduct concepts such as association with false and misleading information and independence, and assessing what documentation is necessary to support a compilation engagement file.

The seminar also provides a forum for practitioners to discuss the challenges they have experienced and to share solutions and best practice approaches with each other. Lastly, the seminar looks to the proposed CSRS 4200: Compilation Engagements and the key differences between the proposals and the current standards.

1:00PM - 4:30PM
Corporate Tax: SRED Fundamentals

This introductory course outlines the fundamental elements of the SR&ED program which benefits over 20,000 taxpayers each year. Many claimants are small businesses who can claim cash refunds which are an important source of funding for R&D and other business activities. Attendees will have an opportunity to consider the types of work that are included as eligible SR&ED, with reference to live examples based on recent case law.

The allowable and qualified expenditure rules are also covered, with a focus on qualifying for refundable credits for CCPCs. Finally, there is a summary of tips and traps for successful claims.

Geoff McDonald, CPA, CA ; Candace Sears, CPA, CA

1:00PM - 4:30PM
Microsoft Excel: Introduction à Power Query

Cet atelier explore les principales fonctionnalités de Power Query, une extension BI d’Excel qui permet d’importer, de transformer et de fusionner des données de diverses sources, afin de pouvoir les analyser efficacement. À notre avis, Power Query est réellement un « game changer ». L’usager d’Excel qui ne maîtrise pas Power Query sera vite dépassé par ses collègues qui l’utilisent. D’ailleurs, les usagers qui utilisent Power Pivot, une autre solution moderne d’Excel, sans d’abord transformer leurs données via Power Query seront très vite limités.

Power Query vous permettra d’automatiser vos requêtes de transformation de données et vous fera économiser un temps fou, tout en vous permettant d’effectuer des tâches que vous n’aviez jamais pu effectuer dans Excel auparavant. Qui plus est, toutes les nouvelles compétences que vous allez acquérir lors de cet atelier pourront être directement transposées dans Power BI, une solution BI en libre-service.

Sophie Marchand, M.Sc., CPA, CGA, MVP

1:00PM - 4:30PM
Using Audit Data Analytics

As clients of all sizes leverage cloud accounting and other technologies to automate their business processes, how will auditors get their arms around all the data produced by these systems? The answer lies in Audit Data Analytics (ADAs).

In this session, we’ll begin with an overview looking at the challenges and opportunities that Audit Data Analytics, and data more broadly, represent for practitioners. We will also get hands on and explore how ADAs can be used to execute audit procedures and other tasks.

Participants will need to bring their laptops for this session.

This is the agenda for Wednesday, November 6, 2019
Wednesday, November 6, 2019
8:30AM - 4:30PM
Fraud Happens - What to Do When You Suspect Fraud

This seminar will provide best practices for conducting an organized financial investigation. It will assist participants through the many challenges that companies face in such matters and will provide “real life” examples of fraud, integrating a complex financial investigation case while examining the potential phases of such an investigation.

It will also review legal tools and remedies to assist participants in knowing what to do when fraud is suspected.

8:30AM - 4:30PM
Income Tax: Update 2019

Providing a detailed summary of tax law changes in the past year, this 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.

8:30AM - 4:30PM
Disposer de compétences essentielles en leadership

Disposer de compétences essentielles en leadership est fréquemment synonyme d’être un leader habile ou au contraire un piètre chef de file. Pour diriger efficacement, un leader doit connaître et faire certaines choses et toutes ne viennent pas naturellement. Cet atelier présente des stratégies visant à aider les dirigeants à aiguiser leur capacité de diriger et d’inspirer efficacement leur équipe de gestion. Les participants auront un aperçu de la façon de faire appel à d’autres, d’évaluer des dynamiques de groupes, de prendre des décisions plus éclairées et d’améliorer la confiance et l’influence avec leurs subordonnées.

Alain Paulin

8:30AM - 4:30PM
Managing and Mediating Workplace Conflict

This session will give the participants the practical techniques to defuse conflict and will teach how to intervene effectively to resolve conflict between employees. Learning people management principles and techniques, and how to use body language and probing questions will assist participants to “turn down the heat and turn up the light” when people get emotional at work.

At the end of this session, participants will know how to express what they need as a resolution in ways that are difficult to oppose, what to say to keep differences from erupting into conflicts as well as what they can do differently to prevent conflicts from happening in the first place.

Maxime Labbé, CPHR

8:30AM - 4:30PM
Practical Project Management *FULL*

Project management isn’t just for construction engineers and military logistics experts anymore. Today, in addition to the regular duties of your job, you are often expected to take on extra assignments - and to get that additional job done well, done under budget, and done on time. The course will familiarize you with common terms, methods, templates, and will teach you how to approach from a practical perspective.

At the end of this course, participants will be able to explain what is meant by a project, identify the phases of a project’s life cycle, use a target chart and other planning tools, schedule tasks effectively, as well as identify and manage risks.

8:30AM - 4:30PM
PSAS Specific Topics

This course looks at the application considerations of using the framework and standards in the Public Sector Accounting Handbook when applying to real-life circumstances. It will be of interest to preparers and auditors working in the public sector and will provide strategies considering translation of general standards to the real world.

The course is presented using mini-case studies and shorter group exercises. There will be brief refresher on some of the more recent standards including Asset Retirement Obligations and the expected Private/Public Partnerships Standard.

Justin Melnyk, CPA, CA

8:30AM - 4:30PM
Personal Tax: Review of Tax Planning (1/2 full days)

This two-day seminar in personal tax is designed for those who desire to update and refresh their knowledge in both technical and tax planning issues for individuals, trusts and partnerships. Although the taxation for trust and partnerships is reviewed, the primary focus is on the taxation of individuals. The detailed reference materials covering a broad range of income tax topics, will be an invaluable reference in the future. An overview of the research materials available for use in answering tax related issues will be provided.

In addition to the presentation of the material by the seminar leader, participants will work through case studies covering a wide range of personal tax issues, collaborate with their peers and have an opportunity to share issues that have been impacting their clients.

Amy Beaman, CPA, CA ; Meghan Greene, CPA, CA

This is the agenda for Thursday, November 7, 2019
Thursday, November 7, 2019
8:30AM - 4:30PM
Advanced Tax Planning Strategies

This in-depth seminar provides a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning. Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis. The course deals with tax planning opportunities arising in the restructuring of asset profiles, the sale of a business, business succession and estate planning, the use of partnerships and the use of trusts.

The course also deals with anti-avoidance provisions to be considered by tax practitioners in these planning situations including the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions and anti-surplus stripping provisions.

Luann Jones-Foster, CPA, CA

8:30 - 4:30PM
Business Intelligence Featuring MS Power BI Tools

Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago.

In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools.

Ward Blatch, CPA, CA

8:30AM - 4:30PM
Improving Governance in the Public Sector

This course provides an overview of the key aspects of good governance, and highlights warning signs of governance issues. It summarizes key fraud prevention techniques, which is a critical component of effective governance. The course specifically provides guidance on improving governance in the public sector in Canada.

It examines global trends, international frameworks and best practices in terms of fiduciary, strategic and generative issues in public sector organizations. It prepares CPA members involved in public sector organizations to become governance champions.

Arun Mathur, FCPA, FCA

8:30AM - 4:30PM
Promouvoir un lieu de travail respectueux et prévenir le harcèlement

L’objectif de ce programme est de fournir aux dirigeants les connaissances et les outils dont ils ont besoin pour promouvoir un milieu de travail respectueux et pour gérer les comportements grossiers et harcelants.

Les participants apprendront à connaître la nature essentielle du harcèlement et comprendront leurs responsabilités et leurs droits en tant que gestionnaires. L’atelier donne aux participants des lignes directrices faciles à comprendre pour leur permettre de faire la distinction entre les mesures de gestion légitimes et l’abus de pouvoir.

Maxime Labbé, CPHR

8:30AM - 4:30PM
Lead the Endurance Expedition: Building Teams that Thrive

Experience one of the greatest leadership challenges in the history of humankind! Start the day with a 3-hour immersive learning experience as you join the expedition with the legendary Sir Ernest Shackleton and the crew of the Endurance, who are stranded the cold and dark harshness of Antarctica, where you will be deeply engaged as a leader in an exploration of team building skills and shared group successes.

In the afternoon, we build from your experiential learning and highlight everyday applications, which will leave you equipped with practical tools that will help your team thrive.

8:30AM - 12:00PM
Assurance: Update 2019

This half day seminar addresses changes to both audit standards and non-audit assurance standards. Coverage of audit topics includes revisions to Canadian audit standards including auditing accounting estimates and the applicability of communicating key audit matters in the audit report, upcoming changes to the assessment of risks of material misstatement and quality control and other developments of interest to auditors.

Coverage of non-audit assurance standards addresses practice issues under CSRE 2400, the proposed new Canadian Standard on Related Services (CSRS) 4200 Compilation Engagements and current practice issues for compilation engagements.

Jules Hawkins, CPA, CA

1:00PM - 4:30PM
ASPE: Update

This seminar will review recent revisions to Part II - Accounting Standards for Private Enterprises (ASPE). Participants will first be provided with an overview of changes to ASPE, followed by specific examples of the implementation of new and revised recommendations.

In addition, practical guidance will be provided on selected accounting matters identified by practice advisory and/or practice inspection.

Jules Hawkins, CPA, CA

8:30AM - 4:30PM
Personal Tax: Review of Tax Planning (2/2 full days)

This two-day seminar in personal tax is designed for those who desire to update and refresh their knowledge in both technical and tax planning issues for individuals, trusts and partnerships. Although the taxation for trust and partnerships is reviewed, the primary focus is on the taxation of individuals. The detailed reference materials covering a broad range of income tax topics, will be an invaluable reference in the future. An overview of the research materials available for use in answering tax related issues will be provided.

In addition to the presentation of the material by the seminar leader, participants will work through case studies covering a wide range of personal tax issues, collaborate with their peers and have an opportunity to share issues that have been impacting their clients.

Amy Beaman, CPA, CA ; Meghan Greene, CPA, CA

This is the agenda for Friday, November 8, 2019
Friday, November 8, 2019
8:30AM - 4:30PM
ASPE: Disclosure and Presentation

This seminar reviews the reality and best practices for disclosure and presentation requirements of Part II – Accounting Standards for Private Enterprises (ASPE). The seminar will start with a basic private enterprise financial statement, showing the common presentation and disclosure requirements and will then build on those statements with additional disclosure and presentation matters.

Participants will review disclosure and presentation requirements of ASPE, from cash to cash flow; from financial instruments to equity instruments; and from the known to the contingent, using examples of all ASPE disclosure and presentation requirements.

Steve Lund, CPA, CA

8:30AM - 4:30PM
Better Understanding on Risk Management and Tools for Diagnosis

This seminar is intended to provide participants with a review of base risk management fundamentals, and then introduce key risk management tools which includes time to practice applying those tools to their specific situations.

Participants will review the fundamentals of enterprise risk management, be introduced to key risk management tools and how to apply them to their organization, as well as understand how they can best communicate to and advise on risk with Senior Management and the Board of Directors.

Bill Wesioly, CPA, CMA

8:30AM - 4:30PM
Dossier modèle en mission d’examen : Avancé

À l’aide d’un dossier de mission d’examen d’une entité fictive, cette activité qui s’adresse à une clientèle expérimentée permet au participant d’approfondir ses connaissances des nouvelles exigences et de bénéficier de conseils pratiques afin de bien les appliquer.

À la fin de cette activité de formation, le participant pourra tenir compte de conseils pratiques afin d’optimiser la planification de la mission, déterminer les secteurs des états financiers susceptibles de comporter des anomalies significatives, élaborer les stratégies pour les étapes importantes de la mission et pour certaines sections particulières et reconnaître les enjeux particuliers liés à l’application des nouvelles recommandations.

Michel C. Lavigne, FCPA, FCA

8:30AM - 4:30PM
Emotional Intelligence

Emotional intelligence has a far greater impact on people’s ability to be productive and work well with others than cognitive intelligence. Emotionally intelligent people can identify and assess their emotions and those of others, and then use that information to guide their actions and influence the actions of others.

This workshop reviews how to utilize emotional intelligence more effectively through self-assessment and skill development exercises. Participants will learn strategies that will increase their ability to engage with others and expand their influence.

Sheri Coburn

8:30AM - 4:30PM
GST/HST: Fundamentals

The course provides an overview of Canada’s federal sales tax for both practitioners and accountants in industry. There is a review of the three different types of supplies and their significance. The GST and HST place of supply rules are presented in detail with lots of examples because their misinterpretation often creates significant exposures for suppliers located in both non-HST and HST provinces.

The course also covers registration, collection requirements, who pays tax, input tax credit entitlements and some cross-border issues. The material will highlight sources of errors and assessments frequently discovered during a GST audit or a review of a client’s books and records.

Pierre Cormier, CPA, CA

8:30AM - 4:30PM
Review Engagements: Application of the Standard

The standard on review engagements CSRE 2400 is now effective for reviews of financial statements and financial information for periods ending on or after December 14, 2017. This training activity is essential to experienced practitioners who have already taken note of the requirements of the new standard CSRE 2400.

Using extracts of a review engagement file for a fictitious entity, this activity, allows the participant to deepen their knowledge of the requirements and to benefit from practical advice in order to properly apply them.

Jules Hawkins, CPA, CA

8:30AM - 12:00PM
Innovation: From Creativity to Delivery

All organizations, from service to industry, must create an environment of innovation if they wish to be successful. Innovation does not start with hiring more imaginative people, but rather by fostering an environment that allows creativity and innovation to happen, and where contributions can come from anyone.

This workshop provides practical strategies for stimulating and channeling creativity and innovation into organizational productivity. Participants will learn how to generate good ideas, identify which ones to pursue, and implement them effectively.

Randy Grieser

1:00PM - 4:30PM
The ART of Overcoming Procrastination

This 3-hour workshop is designed to open the minds of participants to a state of urgency which will coach them to clearly articulate intentions and goals, create a MUST strategy for action as well as develop a MUST vision to create momentum.

Participants will leave feeling uplifted and with a sense of “I can do it!” as they make their way towards the success that they have designed by using the MUST process, a 4-step guide to blast them out of procrastination and into action where they will create success strategies and plan for positive outcomes.