Fall Professional Development Calendar 2014/2015
Fall Professional Development Calendar 2014/2015 TABLE OF CONTENTS OCTOBER 2014 ............................................................................................................................... 6 NOVEMBER 2014 ............................................................................................................................ 7 DECEMBER 2014 ............................................................................................................................. 8 JANUARY 2015 ................................................................................................................................ 9 FEBRUARY 2015 ........................................................................................................................... 10 MARCH 2015 .................................................................................................................................. 11 REGINA SEMINARS ...................................................................................................................... 12 SASKATOON SEMINARS ............................................................................................................. 13 CONTACTS .................................................................................................................................... 14 PD COURSE LOCATIONS ............................................................................................................. 14 2014/15 PD PASSPORT PROGRAM ............................................................................................. 15 HOW TO REGISTER FOR PD........................................................................................................ 16 CA COMPETENCIES ..................................................................................................................... 17 COURSE LEVEL ............................................................................................................................ 17 COURSES .......................................................................................................... 18 GOVERNANCE, STRATEGY, RISK MANAGEMENT AND MANAGEMENT DECISION MAKING 19 Accelerate the Financial Close Process and Enhance the Close Controls ................................................... 20 Integrated Management Practices and Controls ........................................................................................... 21 Optimize Your Internal Control Program- How to Transition to the New COSO ........................................... 22 Controllership: A ‘Partner’ For Business ........................................................................................................ 23 Practical Tips for Not-For-Profit Financial Leaders ........................................................................................ 24 Practical Financial Negotiation Tips ............................................................................................................... 25 Ten Practical Topics for Accountants in Leadership ..................................................................................... 26 Management Accounting Refresher .............................................................................................................. 27 Fraud Happens! What to Do when You Suspect Fraud ................................................................................ 28 Powerful Financial Analysis ........................................................................................................................... 29 Advanced Financial Statement Analysis........................................................................................................ 30 Effective Costing & Profitability Management ................................................................................................ 31 PERFORMANCE MEASUREMENT ................................................................................................ 32 Accounting, Auditing & Professional Practice Update ................................................................................... 33 ASPE: Accounting Update for Members in Industry ...................................................................................... 34 ASPE: A Survey of the Standards ................................................................................................................. 35 ASPE Disclosure and Presentation – From Standards to Words .................................................................. 36 ASPE- Income Tax ........................................................................................................................................ 37 ASPE: In the Construction Industry ............................................................................................................... 38 Non-Profit Organizations and Registered Charities: Accounting, Auditing and Taxation Issues .................. 39 Non-Government Controlled NFPO’s – Financial Statement Presentation & Note Disclosure ..................... 40 Not-for-Profit Organizations -A Survey of Standards Under Part III of the Handbook................................... 41 PSAB 101 ...................................................................................................................................................... 42 PSAB Update ................................................................................................................................................. 43 IFRS Update 2014 ......................................................................................................................................... 44 IFRS – Financial Statement Presentation and Note Disclosure .................................................................... 45 IFRS – Resource Exploration & Mining Industry Basics................................................................................ 46 ASPE: A Survey of the Standards: Online ..................................................................................................... 47 IFRS: A Survey of the Standards 0nline ........................................................................................................ 48 ASSURANCE .................................................................................................................................. 49 The Audit of a Small Entity............................................................................................................................. 50 Quality Control – Maintaining and Monitoring ................................................................................................ 51 Auditing Refresher ......................................................................................................................................... 52 Effective use of Analytical Procedures .......................................................................................................... 53 Review Engagements .................................................................................................................................... 54 Compilation Engagements ............................................................................................................................. 55 Efficient & Effective Review of Working Paper Files ..................................................................................... 56 Risk Assessment Workshop for Small & Medium – Sized Businesses ......................................................... 57 Auditing Refresher: Online ............................................................................................................................. 58 TAXATION ......................................................................................................................................59 Income Tax Update ........................................................................................................................................ 60 Tax Decisions With Long-Term Implications for the General Practitioner ..................................................... 61 Everyday Income Tax Issues for the General Practitioner ............................................................................ 62 Taxation of Employee Benefits ...................................................................................................................... 63 GST/HST Refresher for Professionals ........................................................................................................... 64 Catching Up - 5 Years of Income Tax Developments ................................................................................... 65 Income Taxation of Portfolio Investments for Individuals .............................................................................. 66 Tax Issues for Private Corporate Groups ...................................................................................................... 67 Agricultural Tax Update ................................................................................................................................. 68 Advanced Tax Planning Strategies ................................................................................................................ 69 Income Tax Issues for the File Preparer ........................................................................................................ 70 General Practitioners “Need to Know…” ....................................................................................................... 71 Tax for Controllers ......................................................................................................................................... 72 Corporate Reorganizations ............................................................................................................................ 73 Income Tax Planning Refresher: Corporate .................................................................................................. 74 Tax Returns: Personal ................................................................................................................................... 75 Income Tax Planning Refresher: Personal .................................................................................................... 76 Tax Returns: Corporate ................................................................................................................................. 77 Basic U.S. Taxation of Individuals ................................................................................................................. 78 Tax Planning for Private Enterprises on Business Succession ..................................................................... 79 RIP: Tax Compliance Matters Related to Terminal Filing Preparation .......................................................... 80 RIP: Estate Planning to Minimize Tax Leakage............................................................................................. 81 Income Tax Planning Refresher for Corporate Tax: 0nline ........................................................................... 82 Income Tax Planning Refresher for Personal Tax: 0nline ............................................................................. 83 FINANCE ......................................................................................................................................... 84 Business Valuations: Introduction .................................................................................................................. 85 Business Valuations: Advanced Issues ......................................................................................................... 86 Corporate Treasury Management.................................................................................................................. 87 Improving Financial Performance for Controllers and CFO’s ........................................................................ 88 Due Diligence for Acquisitions ....................................................................................................................... 89 INFORMATION TECHNOLOGY ...................................................................................................... 90 Excel Financial Reporting and Analysis ......................................................................................................... 91 Excel Pivot Tables for Accountants ............................................................................................................... 92 Word, Outlook & Power Point-Tips ................................................................................................................ 93 and Tricks for Enhancing Productivity ........................................................................................................... 93 Cloud Computing ........................................................................................................................................... 94 Excel Advanced ............................................................................................................................................. 95 PROFESSIONAL SKILLS ............................................................................................................... 96 The Challenge of Real Leadership ................................................................................................................ 97 The Challenge of Real Engagement.............................................................................................................. 98 The Challenge of Real Conversation, Connection & Influence ..................................................................... 99 The Challenge of Real Balance ................................................................................................................... 100 Effective Management Skills ........................................................................................................................ 101 Winning Edge Negotiation Skills .................................................................................................................. 102 st Time Management for 21 Century Professionals ...................................................................................... 103 Smoke & Mirrors .......................................................................................................................................... 104 Enough Bull .................................................................................................................................................. 105 Crushing Debt .............................................................................................................................................. 106 The Simplest Personal Finance Strategy Ever: Cash Cows, Pigs & Jackpots............................................ 107 Triple Your Memory and Confidence, and Half Your Stress........................................................................ 108 Getting On Top of It All: ............................................................................................................................... 109 Budgeting and Financial Management ........................................................................................................ 110 Making Effective Investment Decisions ....................................................................................................... 111 Delivering Enhanced Performance through the Balanced Scorecard ......................................................... 112 Improving Audit Committee Effectiveness ................................................................................................... 113 50 Shades of Beige: Communicate with the Cross Cultural Advantage ..................................................... 114 Inclusive Leadership From Silos to Solutions .............................................................................................. 115 Critical Thinking & Creative Problem Solving .............................................................................................. 116 INSTRUCTOR BIOGRAPHIES ......................................................................... 117 E-LEARNING .................................................................................................... 123 Income Tax Planning Refresher for Corporate Tax ..................................................................................... 124 Income Tax Planning Refresher for Personal Tax ....................................................................................... 124 ASPE: A Survey of the Standards ............................................................................................................... 124 Auditing Refresher ....................................................................................................................................... 124 IFRS: An Survey of the Standards ............................................................................................................... 124 OTHER PD OPPORTUNITIES .......................................................................... 125 CPA CANADA– Applying the Standards ..................................................................................................... 125 CPA Canada Webinars ................................................................................................................................ 125 CPA Canada Continuing Education ............................................................................................................. 125 Executive Leadership Programs .................................................................................................................. 125 MDA Training ............................................................................................................................................... 126 CPA Canada Knotia Store ........................................................................................................................... 127 K2 Enterprises Canada eBook Program...................................................................................................... 127 CPA Canada "The One" - First National Conference .................................................................................. 127 AICPA Women’s Global Leadership Summit............................................................................................... 127 PD In-House Presentation Program ............................................................... 128 POLICIES ......................................................................................................... 129 FAQ .................................................................................................................. 130 PASSPORT APPLICATION FORM 2014/15 .................................................... 131 E – LEARNING REGISTRATION FORM 2014/15 ........................................... 132 COURSE REGISTRATION FORM 2014/15 ...................................................... 133 OCTOBER 2014 Monday Tuesday Wednesday 1 Thursday 2 Friday 3 “Fraud Happens! What to Do When You Suspect Fraud?” Regina Training Room 8:30 - 4:30 Doug Kalesnikoff 6 7 8 9 10 Income Tax Issues For The File Preparer Saskatoon Parktown 8:30 - 4:30 Denise Lammi Optimize Your Internal Control Program -How to Transition to the New COSO Regina Training Room 8:30 - 4:30 Massood Oroomchi General Practitioners Need to Know Saskatoon Parktown 8:30 - 4:30 Denise Lammi Accelerate the Financial Close Process & Enhance the Close Controls Regina Training Room 8:30 – 12:00 Massood Oroomchi Integrated Management Practices and Controls Regina Training Room 1:00pm – 4:30 pm Massood Oroomchi The Audit of a Small Entity Regina Training Room 8:30 – 4:30 Bridget Noonan Quality Control – Maintaining & Monitoring Regina Training Room 8:30 – 12:00 Bridget Noonan Effective Use of Analytical Procedures Regina Training Room 1:00 – 4:30 Bridget Noonan Basic US Taxation of Individuals Regina Training Room 8:30 - 4:30 Jayson Peace 13 14 15 Thanksgiving Day Business Valuations Introduction Regina Training Room 8:30 - 4:30 Bill Matiko The Challenge of Real Leadership Saskatoon Parktown 8:30 – 4:30 Tammy Robertson Business Valuations Advanced Issues Regina Training Room 8:30 - 4:30 Bill Matiko The Challenge of Real Engagement Saskatoon Parktown 8:30 – 4:30 Tammy Robertson 16 The Audit of a Small Entity Saskatoon Parktown 8:30 – 4:30 Bridget Noonan 17 Quality Control – Maintaining & Monitoring Saskatoon Parktown 8:30 – 12:00 Bridget Noonan 20 21 22 23 24 Income Tax Update Saskatoon Parktown 8:30 – 4:30 Drew McDonald Tax Planning for Private Enterprises on Business Succession 8:30 – 4:30 Regina Training Room Geoff Garland Taxation of Employee Benefits Saskatoon Parktown 8:30 – 12:00 Drew McDonald Ag Tax Update 8:30 – 12:00 Regina Training Room Geoff Garland Tax Issues for Private Corporate Groups 1:00 – 4:30 Regina Training Room Geoff Garland Tax for Controllers (2 days) Regina Training Room 8:30 - 4:30 Sandy Stedman Tax for Controllers (2 days) Regina Training Room 8:30 - 4:30 Sandy Stedman 27 28 29 30 31 PSAB 101 8:30 – 4:30 Regina Training Room Velma Geddes PSAB 101 8:30 – 4:30 Saskatoon Parktown Velma Geddes Corporate Treasury Management Saskatoon Parktown 8:30 – 4:30 Jeffrey Sherman Improving Financial Performance for Controllers & CFO’s Saskatoon Parktown 8:30 – 4:30 Jeffrey Sherman Due Diligence for Acquisitions Saskatoon Parktown 8:30 – 4:30 Jeffrey Sherman E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 NOVEMBER 2014 Monday Tuesday Wednesday Thursday Friday 3 4 5 6 7 Non-Profit Organizations & Registered Charities: Accounting, Auditing & Taxation Issues Saskatoon Parktown 8:30 – 4:30 Gen Segger RIP Tax Compliance Matters Related to Terminal Filing Prep Regina Training Room 8:30 – 4:30 Brian Janzen Non-Government Controlled NFPO’s-Financial Statement Presentation & Note Disclosure Saskatoon Parktown 8:30 – 4:30 Gen Segger RIP – Estate Planning to Minimize Tax Leakage Regina Training Room 8:30 – 4:30 Brian Janzen Review Engagements Saskatoon Parktown 8:30 – 4:30 Gen Segger Tax Return-Corporate Regina Training Room 8:30 – 4:30 Hugh Neilson Not for Profit Organizations A Survey of the Standards under Part III of the Handbook Saskatoon Parktown 8:30 – 4:30 Gen Segger Income Tax Refresher – Personal (2 days) Regina Training Room 8:30 – 4:30 Hugh Neilson Compilation Engagements Saskatoon Parktown 8:30 – 12:00 Gen Segger Income Tax Refresher – Personal (2 days) Regina Training Room 8:30 – 4:30 Hugh Neilson 10 11 12 13 14 Excel Financial Reporting & Analysis Saskatoon Parktown 8:30 – 4:30 Marion Williams Practical Tips for Not-ForProfit Financial Leaders Regina Training Room 8:30 – 4:30 Stephen Priddle Excel Pivot Tables for Accountants Saskatoon Parktown 8:30 – 12:00 Marion Williams Word, Outlook & Power Point Saskatoon Parktown 1:00 – 4:30 Marion Williams Practical Financial Negotiation Tips Remembrance Day Regina Training Room 8:30 – 12:00 Stephen Priddle Ten Practical Topics for Accountants in Leadership Regina Training Room 1:00 – 4:30 Stephen Priddle 17 18 19 20 21 Income Tax Update Regina Training Room 8:30 – 4:30 Drew McDonald IFRS: Financial Statement Presentation & Note Disclosure (2 days) Saskatoon Parktown 8:30 – 4:30 Kim Varey Everyday Income Tax Issues for the General Practitioner Regina Training Room 8:30 – 4:30 Drew McDonald IFRS: Financial Statement Presentation & Note Disclosure (2 days) Saskatoon Parktown 8:30 – 4:30 Kim Varey Tax Decisions With Long Term Implications for the General Practitioner Regina Training Room 8:30 – 4:30 Drew McDonald IFRS Update 2014 Saskatoon Parktown 8:30 – 12:00 Kim Varey PSAB Update Regina Training Room 8:30 – 12:00 Jim Keates PSAB Update Saskatoon Parktown 8:30 – 12:00 Jim Keates 24 25 26 27 28 Efficient & Effective Review of Working Paper Files – Audit, Review & Compilation Engagements Saskatoon Parktown 8:30 – 4:30 Laura Simeoni Auditing Refresher (2 day) Saskatoon Parktown 8:30 – 4:30 Laura Simeoni Auditing Refresher (2 day) Saskatoon Parktown 8:30 – 4:30 Laura Simeoni Risk Assessment Workshop for Small and Medium-sized Businesses Saskatoon Parktown 8:30 – 12:00 Laura Simeoni E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 DECEMBER 2014 Monday 1 Tuesday Wednesday Thursday Friday 2 3 4 Accounting, Auditing and Professional Practice Update Regina Training Room 8:30 – 4:30 Kim Varey IFRS – Resource Exploration & Mining Industry Basics Saskatoon Parktown 8:30 – 4:30 Mark Patterson & Kevin Cheung ASPE: Disclosure & Presentation – From Standards to Word Regina Training Room 8:30 – 4:30 Kim Varey The Challenge of Real Conversation, Connection & Influence Saskatoon Parktown 8:30 – 4:30 Tammy Robertson IFRS Update 2014 Regina Training Room 8:30 – 12:00 Kim Varey ASPE: Accounting Update for Members in Industry Regina Training Room 1:00 – 4:30 Kim Varey The Challenge of Real Balance Saskatoon Parktown 8:30 – 4:30 Tammy Robertson 8 9 10 11 12 Non-Profit Organizations & Registered Charities: Accounting, Auditing & Taxation Issues Regina Training Room 8:30 – 4:30 Gen Segger GST HST Refresher for Professionals Saskatoon Parktown 8:30 – 4:30 John Granelli Non-Government Controlled NFPO’s-Financial Statement Presentation & Note Disclosure Regina Training Room 8:30 – 4:30 Gen Segger Catching Up-5 Years of Income Tax Developments Saskatoon Parktown 8:30 – 4:30 John Granelli Review Engagements Regina Training Room 8:30 – 4:30 Gen Segger Income Taxation of Portfolio Investments for Individuals Saskatoon Parktown 8:30 – 12:00 John Granelli Compilation Engagements Regina Training Room 8:30 – 12:00 Gen Segger Optimize Your Internal Control Program -How to Transition to the New COSO Saskatoon Parktown 8:30 - 4:30 Massood Oroomchi Accelerate the Financial Close Process & Enhance the Close Controls Saskatoon Parktown 8:30 – 12:00 Massood Oroomchi Integrated Management Practices and Controls Saskatoon Parktown 1:00pm – 4:30 pm Massood Oroomchi 15 16 17 18 19 22 23 24 25 26 Christmas Day 29 30 31 New Year’s Eve E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 5 JANUARY 2015 Monday Tuesday Wednesday Thursday 1 Friday 2 New Year’s Day 5 6 7 8 9 ASPE: Income Tax Regina Training Room 8:30 – 12:00 Kim Varey ASPE: In Construction Regina Training Room 1:00 – 4:30 Kim Varey Accounting, Auditing & Professional Practice Update Saskatoon Parktown 8:30 – 4:30 Kim Varey ASPE: Disclosure & Presentation-From Standards to Words Saskatoon Parktown 8:30 – 4:30 Kim Varey 16 12 13 14 15 Budgeting & Financial Management Regina Training Room 8:30 – 4:30 Lisa Dorian ASPE: A Survey of the Standards (2 days) Saskatoon Parktown 8:30 – 4:30 Kim Varey Making Effective Investment Decisions Regina Training Room 8:30 – 4:30 Lisa Dorian ASPE: A Survey of the Standards (2 days) Saskatoon Parktown 8:30 – 4:30 Kim Varey Delivering Enhanced Performance Through the Balanced Scorecard Regina Training Room 8:30 – 4:30 Lisa Dorian ASPE: Accounting Update for Members in Industry Saskatoon Parktown 8:30 – 12:00 Kim Varey Improving Audit Committee Effectiveness Regina Training Room 8:30 – 12:00 Lisa Dorian 19 20 21 22 23 Effective Management Skills Regina Training Room 8:30 – 4:30 Greg Campeau Controllership – A Partner for Business (2 days) Saskatoon Parktown 8:30 – 4:30 Howie Kroon Winning Edge Negotiation Skills Regina Training Room 8:30 – 4:30 Greg Campeau Controllership – A Partner for Business (2 days) Saskatoon Parktown 8:30 – 4:30 Howie Kroon Time Management for 21st Century Professionals Regina Training Room 8:30 – 4:30 Greg Campeau Smoke & Mirrors-Financial Myths that will Ruin Your Retirement Dreams Saskatoon Parktown 8:30 – 12:00 David Trahair Enough Bull: How to Retire Well without the Stock Market Saskatoon Parktown 1:00 – 4:30 David Trahair Crushing Debt- What they aren’t Telling You about Canadian Government, Bank and Household Debt Saskatoon Parktown 8:30 – 12:00 David Trahair The Simplest Personal Finance Strategy: Cash Cows, Pigs & Jackpots Saskatoon Parktown 1:00 – 4:30 David Trahair 26 27 28 29 30 Advanced Tax Planning Strategies Saskatoon Parktown 8:30 – 4:30 Geoff Garland Management Accounting Refresher Regina Training Room 8:30 – 4:30 Garth Sheriff Corporate Reorganization Saskatoon Parktown 8:30 – 4:30 Geoff Garland Critical Thinking & Creative Problem Solving Regina Training Room 8:30 – 4:30 Garth Sheriff Management Accounting Refresher Saskatoon Parktown 8:30 – 4:30 Garth Sheriff Critical Thinking & Creative Problem Solving Saskatoon Parktown 8:30 – 4:30 Garth Sheriff E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 9 FEBRUARY 2015 Monday Tuesday Wednesday 2 3 4 Tax Returns - Personal Saskatoon Parktown 8:30 – 4:30 Hugh Neilson Income Tax RefresherCorporate (2 days) Saskatoon Parktown 8:30 – 4:30 Hugh Neilson Income Tax RefresherCorporate (2 days) Saskatoon Parktown 8:30 – 4:30 Hugh Neilson 9 10 Family Day Advanced Financial Statement Analysis Regina Training Room 8:30 – 4:30 Karine Benzacar 16 17 Thursday Friday 5 6 11 12 13 Powerful Financial Analysis Regina Training Room 8:30 – 4:30 Karine Benzacar Powerful Financial Analysis Saskatoon Parktown 8:30 – 4:30 Karine Benzacar Effective Costing & Profitability Management Saskatoon Parktown 8:30 – 4:30 Karine Benzacar 18 19 20 Triple your Memory & Confidence & Halve your Stress Regina Training Room 8:30 – 4:30 Jonathan Robinson Getting on Top of It All: The New Science of Increasing Productivity in Yourself & Others Regina Training Room 8:30 – 4:30 Jonathan Robinson 26 27 23 24 25 50 Shades of Beige: Communicate with the Cross Cultural Advantage Regina Training Room 8:30- 4:30 Tina Varughese Cloud Computing Regina Training Room 8:30- 4:30 Ward Blatch Inclusive Leadership: From Silos to Solutions Saskatoon Parktown 8:30- 4:30 Tina Varughese Excel Advanced Regina Training Room 8:30- 4:30 Ward Blatch E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 10 MARCH 2015 Monday Tuesday Wednesday Thursday Friday 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 31 E-learning courses offered: Income Tax Planning Refresher for Corporate Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Income Tax Planning Refresher for Personal Tax– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 ASPE: A Survey of the Standards– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 IFRS: A Survey of the Standards- Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 Auditing Refresher– Oct. 20 - Dec. 31, 2014 or Jan.19 – March 13, 2015 11 REGINA SEMINARS CODE 1484_R 1402_R 1403_R 1404_R 1405_R 1406_R 1407_R 1485_R 1408_R 1409_R 1410_R 1411_R 1412_R 1413_R 1414_R 1415_R 1416_R 1417_R 1418_R 1419_R 1420_R 1421_R 1422_R 1423_R 1424_R 1425_R 1426_R 1427_R 1428_R 1429_R 1430_R 1431_R 1432_R 1433_R 1434_R 1435_R 1436_R 1437_R 1438_R 1439_R 1440_R 1441_R 1442_R 1443_R 1444_R 1445_R 1446_R 1447_R 1448_R 1449_R 1450_R 1451_R TITLE “Fraud Happens! What to Do When you Suspect Fraud?” Optimize Your Internal Control Program-How to Transition to the new COSO Accelerate the Financial Close Process & Enhance the Close Controls Integrated Management Practices The Audit of Small Entity Quality Control Effective Use of Analytical Procedures Basic US Taxation of Individuals Business Valuations Introduction Business Valuations Advanced Issues Tax Planning on Private Enterprises on Business Succession Ag Tax Update Tax Issues for Private Corporate Groups Tax for Controllers (2 Days) PSAB 101 RIP - Tax Compliance Matters Related to Terminal Filing Prep RIP - Estate Planning to Minimize Tax Leakage Tax Returns - Corporate Income Tax Refresher – Personal (2 Days) Practical Tips for Not–For-Profit Financial Leaders Practical Financial Negotiation Tips Ten Practical Topics Income Tax Update Everyday Income Tax Issues for the General Practitioner Tax Decisions With Long Term Implications for the General Practitioner PSAB Update Accounting, Audit & Professional Practice Update ASPE: Disclosure & Presentation-From Standards to Words IFRS Update 2014 ASPE: Accounting Update for Members in Industry Non-Profit Organization & Registered Charities Non-Government Controlled NFPO’s Review Engagements Compilations Engagements ASPE Income Tax ASPE: In Construction Budgeting & Financial Management Making Effective Investment Decisions Delivering Enhanced Performance Through the Balanced Scorecard Improving Audit Committee Effectiveness Effective Management Skills Winning Edge Negotiation Skills st Time Management for 21 Century Professionals Management Accounting Refresher Critical Thinking & Creative Problems Advanced Financial Statement Analysis Powerful Financial Analysis Triple Your Memory & Confidence & Halve Your Stress Getting on Top of it All: The New Science of Increasing Productivity in Yourself & Others 50 Shades of Beige: Communicate with the Cross Cultural Advantage Cloud Computing Excel Advanced INSTRUCTOR DATE Doug Kalesnikoff Massood Oroomchi October 3, 2014 October 6, 2014 Massood Oroomchi October 7, 2014 Massood Oroomchi Bridget Noonan Bridget Noonan Bridget Noonan Jayson Peace Bill Matiko Bill Matiko Geoff Garland Geoff Garland Geoff Garland Sandy Stedman Velma Geddes Brian Janzen Brian Janzen Hugh Neilson Hugh Neilson Stephen Priddle Stephen Priddle Stephen Priddle Drew McDonald Drew McDonald Drew McDonald October 7, 2014 October 8, 2014 October 9, 2014 October 9, 2014 October 10, 2014 October 14, 2014 October 15, 2014 October 20, 2014 October 21, 2014 October 21, 2014 October 22 & 23, 2014 October 27, 2014 November 3, 2014 November 4, 2014 November 5, 2014 November 6 & 7, 2014 November 13, 2014 November 14, 2014 November 14, 2014 November 17, 2014 November 18, 2014 November 19, 2014 Jim Keates Kim Varey Kim Varey Kim Varey Kim Varey Gen Segger Gen Segger Gen Segger Gen Segger Kim Varey Kim Varey Lisa Dorian Lisa Dorian Lisa Dorian Lisa Dorian Greg Campeau Greg Campeau Greg Campeau Garth Sheriff Garth Sheriff Karine Benzacar Karine Benzacar Jonathan Robinson Jonathan Robinson November 20, 2014 December 2, 2014 December 3, 2014 December 4, 2014 December 4, 2014 December 8, 2014 December 9, 2014 December 10, 2014 December11, 2014 January 7, 2015 January 7, 2015 January 12, 2015 January 13, 2015 January 14, 2015 January 15, 2015 January 20, 2015 January 21, 2015 January 22, 2015 January 27, 2015 January 28, 2015 February 10, 2015 February 11, 2015 February 19, 2015 February 20, 2015 Tina Varughese February 23, 2015 Ward Blatch Ward Blatch February 24, 2015 February 25, 2015 12 SASKATOON SEMINARS CODE TITLE 1452_S 1453_S 1454_S 1455_S 1405_S 1406_S 1422_S 1455_S 1414_S 1456_S 1457_S 1458_S 1430_S 1431_S 1432_S 1459_S 1433_S 1460_S 1461_S 1462_S 1463_S 1428_S 1425_S 1464_S 1487_S 1465_S 1466_S Income Tax Issues For The File Preparer General Practitioners Need to Know The Challenge of Real Leadership The Challenge of Real Engagement The Audit of Small Entity Quality Control Income Tax Update Taxation of Employee Benefits PSAB 101 Corporate Treasury Management Improving Financial Performance for Controllers and CFO’s Due Diligence for Acquisitions Non-Profit Organizations& Registered Charities Non-Government Controlled NFPO’s Review Engagements NFPO’s- A Survey of the Standards under Part 111 of the Handbook Compilation Engagements Excel Financial Reporting & Analysis Excel Pivot Tables for Accountants Word, Outlook & Power Point IFRS: Financial Statement Presentation & Note Disclosure (2 days) IFRS Update 2014 PSAB Update Efficient & Effective Review of Working Paper Files Auditing Refresher Risk Assessment Workshop for Small & Medium Businesses IFRS Resource Exploration & Mining Industry Basics 1467_S 1468_S 1469_S 1470_S 1471_S 1402_S The Challenge of Real Conversation, Connection & Influence The Challenge of Real Balance GST HST Refresher for Professionals Catching Up-5 Years of Income Tax Development Income Taxation of Portfolio Investments for Individuals Optimize Your Internal Control Program-How to Transition to the New COSO Accelerate the Financial Close Process & Enhance the Close Controls Integrated Management Practices and Controls Accounting, Auditing & Professional Practice Update ASPE: Disclosure & Presentation – From Standards to Words ASPE: A Survey of the Standards (2 days) ASPE: Accounting Update for Members in Industry Controllership – A Partner for Business (2 days) Smoke & Mirrors Enough Bull Crushing Debt Cash Cows, Pigs & Jackpots Advanced Tax Planning Corporate Reorganization Management Accounting Refresher Critical Thinking & Creative Problems Tax Returns – Personal Income Tax Refresher – Corporate (2 Days) Powerful Financial Analysis Effective Costing & Profitability Management Inclusive Leadership: From Silos to Solutions 1403_S 1404_S 1426_S 1427_S 1472_S 1429_S 1473_S 1474_s 1475_S 1476_S 1477_S 1478_S 1479_S 1443_S 1434_S 1480_S 1481_S 1446_S 1482_S 1483_S INSTRUCTOR DATE Denise Lammi Denise Lammi Tammy Robertson Tammy Robertson Bridget Noonan Bridget Noonan Drew McDonald Drew McDonald Velma Geddes Jeffrey Sherman Jeffrey Sherman Jeffrey Sherman Gen Segger Gen Segger Gen Segger Gen Segger Gen Segger Marion Williams Marion Williams Marion Williams Kim Varey Kim Varey Jim Keates Laura Simeoni Laura Simeoni Laura Simeoni Mark Patterson & Kevin Cheung Tammy Robertson Tammy Robertson John Granelli John Granelli John Granelli Massood Oroomchi October 6, 2014 October 7, 2014 October 14, 2014 October 15, 2014 October 16, 2014 October 17, 2104 October 20, 2014 October 21, 2014 October 28, 2014 October 29, 2014 October 30, 2014 October 31, 2014 November 3, 2014 November 4, 2014 November 5, 2014 November 6, 2014 November 7, 2014 November 13, 2014 November 14, 2014 November 14, 2014 November 18&19,2014 November 20, 2014 November 21, 2014 November 24, 2014 November 25&26,2014 November 27, 2014 December 2, 2014 Massood Oroomchi December 12, 2014 Massood Oroomchi Kim Varey Kim Varey Kim Varey Kim Varey Howie Kroon David Trahair David Trahair David Trahair David Trahair Geoff Garland Geoff Garland Garth Sheriff Garth Sheriff Hugh Neilson Hugh Neilson Karine Benzacar Karine Benzacar Tina Varughese December 12, 2014 January 8, 2015 January 9, 2015 January 13 &14, 2015 January 15, 2015 January 20 & 21, 2015 January 22, 2015 January 22, 2015 January 23, 2015 January 23, 2015 January 26, 2015 January 27, 2015 January 29, 2015 January 30, 2015 February 2, 2015 February 3 & 4, 2015 February 12, 2015 February 13, 2015 February 24, 2015 December 3, 2014 December 4, 2014 December 8, 2014 December 9, 2014 December 10, 2014 December 11, 2014 13 CONTACTS Inquiries: Rhonda Day – [email protected] Tel: (306)791-4136 By Phone:(306) 359-1010 By Fax: (306) 569-8288 By Mail: Attention: Professional Development Before September 15, 2014 3621 Pasqua Street REGINA, SK S4S 6W8 After September 15, 2014 send to 101- 4581 Parliament Avenue Regina, S4W 0G3 PD COURSE LOCATIONS Saskatoon Regina Park Town Hotel Tel: (306) 244-5564 924 Spadina Crescent East [email protected] Training Room Tel: (306) 359-1010 101 - 4581 Parliament Avenue [email protected] Hilton Garden Inn Tel: (306) 244-2311 90 22nd Street East www.hiltongardeninn.com Delta Hotel 1919 Saskatchewan Drive Tel: (306) 525-5255 www.deltahotels.com/Hotels/Delta-Regina Sheraton Cavalier 612 Spadina Crescent Tel: (306) 652-6770 www.sheratoncavaliersaskatoon.com/ 14 2014/15 PD PASSPORT PROGRAM Invest in your Passport today! Passports are valid from April 1, 2014 to March 31, 2015. Passports expire March 31st of each year. Personal Passport PD Passports are developed to offer ICAS PD courses at tremendous savings. Personal Passports enable you to receive over 50% savings per course if taking advantage of the full five days of courses; mixing half-days, full-days and two-day passport valid courses. When using a personal passport for five full days, your cost per day is only $155. Valid for 5 days, you can choose any combination of half, full and two day courses. The Personal Passport is non-transferable (only the Passport holder can use it). The passport holder can register for additional courses at a reduced rate. Early Bird Pricing Prior to October 1 (plus GST) Personal 5 full days: Member (CA,CMA,CGA) $775 Non-member $940 Regular Pricing Beginning October 1 (plus GST) Personal 5 full days: Member (CA,CMA,CGA) $850 Non-member $1015 Additional Course Pricing Member (CA,CMA,CGA) Full day $155 Non-member Full day $190 Member (CA,CMA,CGA) Half day $95 Non-member Half day $118 * To purchase a personal passport return the completed application form by mail, fax, or email, or on-line with payment to ICAS. Corporate Passport A Corporate Passport is your organization’s ticket to continued learning. Designed for group savings, the Corporate Passport is transferable between all member and non-members in your organization. One Corporate Passport allows your organization to share up to 9 days of ICAS PD courses. You can choose any combination of half, full, and two day courses. If you have a member in your organization you are entitled to receive member price for a Corporate Passport. There are no restrictions to the number of Corporate Passports an organization can purchase. The passport # assigned would not change; the days would be added to the original passport. Early Bird Pricing Prior to October 1 (plus GST) Corporate 9 full days: Member (CA,CMA,CGA) $2050 Non-member $2500 Regular Pricing Beginning October 1 (plus GST) Corporate 9 full days: Member (CA,CMA,CGA) $2215 Non-member $2725 *To purchase a passport return the completed application from by mail, fax, or email with payment to ICAS. Passport Policies • • • • • • • Passports must be purchased prior to registering for courses. Passports cannot be applied to courses that you registered for prior to purchasing a passport. If payment is not received prior to your first course registration, your course registration will be cancelled. Any unused portions of the PD Passports CANNOT be refunded, credited or carried-forward. Some courses are not passport eligible and are noted on the course descriptions. Passport holders who do not show up for a course will be charged as if they had attended. When registering with a passport, please put the assigned passport number on the registration form. (C#### if corporate and P#### if personal). If you have not received your passport number, please continue to register for PD courses and note on your registration form that you have “applied for a passport”. PD Passports are non refundable. Passport days are noted on the course descriptions with this symbol. 15 HOW TO REGISTER FOR PD There are 3 ways to register for PD. 1. Online at www.icas.sk.ca Click Member Services (For ICAS members only) a. Click Member Services and then Member’s Page b. Click Login c. Enter your ID and password. d. Click the Event menu item on the top menu bar e. The Search screen: you can search for upcoming events within your area. Make sure to enter A for Active in the Status Field. Enter PD in the Type Field to narrow your search to PD courses. f. Once you have found the event that you are interested in, click on the meeting name from the listing. g. You will now be in the event registration screen. You must enter your registrant class. CAs or CA students are ‘Members’ or M. Members with a Passport enter registrant class MMP. h. Click on the “Check Out” Button to continue. 2. Fax your Registration Form to (306) 569-8288 3. Email your Registration Form to [email protected] 4. Mail your Registration Form to : Attention: Professional Development Before Sept 15, 2014 3621 Pasqua Street REGINA, SK S4S 6W8 After Sept 15, 2014 101 – 4581 Parliament Avenue REGINA, SK S4W 0G3 A registration form is located at the back of the catalogue or you can download a copy by visiting our website and click on Professional Development, Registration and Course Registration Form. Payment Options Fees can be paid by PD Passport, money order, cheque VISA or MasterCard. Please make cheques payable to the Institute of Chartered Accountants of Saskatchewan or ICAS and include your completed registration form. Regular Course Pricing Full Day Half Day Two Days Member (CA,CMA,CGA) $375 $225 $550 Non-member $450 $275 $675 Course material is available for the full course fee plus GST. Please contact Rhonda at [email protected] 16 CA COMPETENCIES The CA profession has analyzed the core knowledge and skills expected of CAs by businesses, government and the public. Many clear expectations or competencies of the profession have been identified. These competencies have been laid out in the CA Competency Map. PD courses may address more than one competency. Governance, Strategy and Risk Management - Competencies related to the development and evaluation of an entity’s ability to make decisions and maximize its organizational performance, including its governance, strategies, policies and resources. Management Decision-Making – Competencies related to the identification of information needs, and to the development and use of decision-making tools in achieving the entity’s strategies. Finance - Competencies related to financial management, financial strategy, financial decision-making, and personal financial planning. Taxation - Competencies related to taxation planning, compliance and reporting for various entities. Assurance - Competencies related to statutory and regulatory audit/assurance requirements as well as broader validation and assurance services. Performance Measurement - Competencies related to the evaluation, development and interpretation of an entity’s financial and non-financial information that measures and enhances an entity’s organizational performance. Information Technology - Competencies related to the evaluation of an entity’s information needs and the development and use of information technology in achieving its strategic and operational goals and objectives. Professional Skills - Includes courses in complementary professional competencies that will help you continue to enhance your professional effectiveness. This includes some topics that are in the general management topic listing like communication, time management, career planning, and leadership courses. COURSE LEVEL A “level” is based on the information the course will disseminate and an assumed pre-requisite knowledge of the potential participant. For example: “Introductory” – the information in the course is basic yet thorough. The potential participant does not deal with the topic area on a day-to-day basis, or they may want to ‘refresh’ their knowledge base on the topic. It is assumed the potential participant has limited knowledge on the topic, such as a new handbook section. “Intermediate” – the information in the course builds on the basic topic and tends to be more issue based. The potential participant deals with the topic area on a day-to-day basis and needs to be updated on any changes in the topic area. It is assumed the potential participant has the basic knowledge and is familiar with the issues in the topic area. “Advanced” – the information in the course is in-depth on a specific area of a topic and tends to be more technically specialized. The potential participant deals with the topic area on a day-to-day basis and needs more in-depth information in a specific issue of the topic area. It is assumed the potential participant has solid background knowledge and is very familiar with the issues in the topic area. They may also specialize or want to specialize in the area. “General” – the information in the course is appropriate for all participants and requires no specific knowledge level or job function. These are often overview or topical sessions of general interest or focus on the development of professional skills. 17 COURSES 18 GOVERNANCE, STRATEGY, RISK MANAGEMENT AND MANAGEMENT DECISION MAKING Accelerate the Financial Close Process and Enhance the Close Controls Course Date: October 7, 2014 Course Code: 1403_R Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $225 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making September 23, 2014 Non-member: $275 Course Level: Advanced Course Date: December 12, 2014 Course Code: 1403_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Member(CA,CMA,CGA) $225 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making November 28, 2014 Non-member: $275 Course Level: Advanced ½ OBJECTIVES: The objective of this half-day course is to provide participants with a practical understanding of the best practices in financial close processes. The course shows how to: • Identify objectives for an accelerated close process • Accelerate the financial close process allowing more time for review and analysis and meeting the tight reporting deadlines imposed by the regulators and the marketplace in general • Identify non-core close activities and remove them from the critical close cycle • Design and establish robust financial close controls including segregated roles and responsibilities, compliance calendars, and spreadsheet and contract management controls WHO WILL BENEFIT: The CFOs, Controllers and Accounting Managers who, during these challenging times and with escalating pressure on the Finance Groups to meet increasing complexity in financial reporting and transition to IFRS as well as accelerated reporting and regulatory obligations, wish to optimize the financial close process and enhance the supporting controls, will benefit from attending this course. BENEFITS OF ATTENDING: In this course, participants will develop a practical understanding of: • Financial Close Best Practices and Controls • How to use these practices in accelerating the close process, eliminating or shifting non-core activities and allowing more time for management review and analysis • How to create a Roadmap to Acceleration of the Close Process and Enhancement of Related Controls – these controls are one of the most critical group of controls for the CEO/CFO Certification requirements. CONTENT: Learn how to accelerate your financial close process and enhance your financial close controls at the same time. Strike a right balance between speed and accuracy without compromising your internal control environment. The course contains: • An overview of the Close Process and the Acceleration Objectives • Trade-Off between Speed and Accuracy – Strike a right balance without compromising controls • An examination of best practices in the Close Process • An examination of the Financial Close Controls for the CEO/CFO Certification Purposes • How to build a Roadmap to an Optimum Close Process supported by robust controls COURSE LEADER – MASSOOD OROOMCHI, BSc. (Econ.) 20 Integrated Management Practices and Controls Course Date: October 7, 2014 Course Code: 1404_R Course Time: 1:00 pm to 4:30 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $225 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making September 23, 2014 Non-member: $275 Course Level: Advanced Course Date: December 12, 2014 Course Code: 1404_S Course Time: 1 pm to 4:30 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Member(CA,CMA,CGA) $225 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making November 27, 2014 Non-member: $275 Course Level: Intermediate ½ OBJECTIVES: The objective of this half-day course is to provide participants with a practical understanding of the best practices in management techniques which would: • Optimize the allocation of scarce resources in the organization • Establish an annual cycle of integrated and harmonized management practices in the areas such as: • Entity Wide Risk Management • Strategic Planning • Budgeting & Forecasting • Human Resources Policies and Procedures • Monthly Management Reporting of Financial and Non-Financial results and key metrics • Translate these practices into business efficiencies • Clarify the interdependency of various management practices and show how to perform them in a sequentially optimum manner • Meet a substantial portion of COSO Internal Control Framework internal control considerations for CEO/CFO Certification Programs WHO WILL BENEFIT: • Finance, HR, Planning and Risk Management Leaders, who wish to develop an understanding of integrated management practices and controls which would lead into business efficiencies and stronger internal control environments will benefit from attending this course. BENEFITS OF ATTENDING: In this course, participants will develop a practical understanding of: • Management Best Practices and Controls • How to use these practices in everyday business of any organization regardless of the size and nature of the organization (publicly traded, not-for-profit, governmental, charitable etc.) • How to sequentially align these practices on an annual basis in order to maximize synergies and optimize interdependencies within an organization CONTENT: The main contents of the course are: • Management Reporting – how to enhance the flow of financial and non-financial information in the organization with a view of improving the decision making process with the use of Key Performance Indicators and Comparative Analysis • Human Resources Policies and Practices – how to adopt policies and practices which would aid management in delivering its strategic objectives • Annual Cycle of Management Practices – how to sequentially align these practices on an annual basis in order to maximize synergies and optimize inter-dependencies within an organization • Meeting a substantial portion of Internal Control Considerations recommended in COSO – how to deliver business efficiencies and at the same time facilitate compliance with the CEO/CFO Certification requirements COURSE LEADER – MASSOOD OROOMCHI, BSc. (Econ.) 21 Optimize Your Internal Control Program- How to Transition to the New COSO Course Date: October 6, 2014 Course Code: 1402_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Governance, Strategy, Risk Management, & Management Decision Making Member(CA,CMA,CGA) $375 Registration Deadline: September 22, 2014 Non-member: $450 Course Level: Advanced Course Date: December 11, 2014 Course Code: 1402_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Parktown Hotel Competency: Governance, Strategy, Risk Management, & Management Decision Making Member(CA,CMA,CGA) $375 Registration Deadline: November 27, 2014 Non-member: $450 Course Level: Advanced 1 OBJECTIVES: The objective of this course is to provide a comprehensive understanding of the requirements of the New COSO and demonstrate how it differs from the existing COSO Internal Control Framework. The course also demonstrates how to transition to the New COSO with the least amount of disruption to the business of the entity as well as its current Internal Control Programs. This full day course also provides a practical and common sense approach to the design, implementation and evaluation of internal control environments for all types of organizations whether publicly traded, private, governmental or not-for profit. A strong internal control environment leads into operational efficiencies, reduces likelihood of error and fraud, and improves the accountability of the Board/Governing Body, management and personnel of the organizations towards their stakeholders. The course shows how to convert the internal control concepts to business initiatives and integrate them with daily business activities as opposed to a mere compliance issue. BENEFITS OF ATTENDING: This full day course takes the participants through the New COSO publications including: Internal Control–Integrated Framework: Framework and Appendices Illustrative Tools for Assessing Effectiveness of a System of Internal Control Internal Control over External Financial Reporting: Compendium of Approaches and Examples CONTENT: The future of Internal Control Programs Examine the best practices in Internal Control Programs How the Internal Control Programs are evolving Lessons to be learned from the earlier years of SOX/CSOX Are Internal Control Programs meeting the objectives Regulators review of the quality of internal control assessments by the accounting firms NOTE: The new COSO will become effective December 15, 2014. This course will help the companies to adopt the new COSO in a very efficient and effective way. COURSE LEADER – MASSOOD OROOMCHI, BSc. (Econ.) 22 Controllership: A ‘Partner’ For Business 2 Course Date: January 20 & 21, 2015 Course Code: 1473_S Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: SASKATOON – Park Town Hotel Competency: Member(CA,CMA,CGA) $550 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 6, 2015 Non-member: $675 Course Level: Intermediate OBJECTIVE: Today's Controller must be a dynamic professional, with comprehensive business knowledge and exceptional leadership, management and interpersonal skills that complement proven financial skills. A Controller must possess these leadership skills to successfully balance diverse organizational objectives with their financial responsibilities to add full value to their organization. As the economic environment continues to fluctuate through impacts of world events, a Controller must be adaptable to meet the business challenges and complexities facing their organizations. This seminar provides an overall understanding of the skills and tools necessary to effectively fulfill the Controller's varied business responsibilities. Participants will learn how to add value in their organizations and will have opportunities to practically apply what they learn through interaction and knowledge exchange with their peers. Although an overview of the financial aspects of the role will be discussed, more emphasis will be placed on the ‘value-added’ role of the Controller. WHO WILL BENEFIT: Finance professionals working towards a controller position, who are new to the position of controller, or long-time controllers looking for new tools/ideas on leadership. CONTENT: • Essential skills and responsibilities of an effective controller • Development and management strategy & strategic planning • Financial & risk management • IT management • Effective people management • Effective crisis management and prevention • How a controller can progress from a finance professional to a business leader • How a controller can have more impact on their organization which leads to a higher level of personal and organizational success • How to add more value and thus be accepted as a trusted business partner for the organization • How higher level strategic thinking contributes to the future success of an organization NOTES: This seminar will focus on the leadership aspects of the Controller’s role and thus, day-to-day operational activities will not be covered in any depth. COURSE LEADER – HOWIE KROON, CA 23 Practical Tips for Not-For-Profit Financial Leaders Course Date: November 13, 2014 Course Code: 1419_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $375 Registration Deadline: October 30, 2014 Non-member: $450 Course Level: Intermediate 1 Governance, Strategy, Risk Management, & Management Decision Making OBJECTIVE: This seminar covers useful tips for accountants who work Not-For-Profit organizations. The tips are illustrated through concrete examples derived from real experience. You won’t find these tips in courses or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. The seminar was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to thousands of accountants. WHO SHOULD ATTEND: Accountants at any level who work in the Not-for-Profit sector. Accountants in public practice who advise clients in the Not-For-Profit sector. CONTENT: • Tips on key indicator reporting • More useful financial reporting • Getting the most out of your bank • Cost-cutting tips • The fast close • Ethics in a Not-For-Profit context • System conversion dos and don’ts • Creative thinking for accountants • Auditors & lawyers: minimizing costs • Brainstorming on Not-For-Profit sector challenges • Managing your board • Interviewing accountants • What to do when you join a new employer in the sector COURSE LEADER - STEPHEN PRIDDLE, CPA,CA, CMA 24 Practical Financial Negotiation Tips ½ Course Date: November 14, 2014 Course Code: 1420_R Course Time: 8:30 am– 12:00 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $ 225 Registration Deadline: October 31, 2014 Non-member: $ 275 Course Level: Intermediate Governance, Strategy, Risk Management, & Management Decision Making OBJECTIVE: This half day course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will work through mini-cases, to apply principles and increase their creativity. They can also bring current work negotiation situations to class to brain storm on them. This seminar was created and is presented by an experienced CFO, with extensive real-life insight. CONTENTS: • General financial negotiation tips • Financing negotiations • Purchasing negotiations - services and goods • Complex deals with multiple elements • Working the numbers to your advantage • Finding new angles and dimensions to negotiate • Sharing success with the other party • Examples in various industries and contexts WHO SHOULD ATTEND: Anybody involved directly or indirectly in or advising with respect to financial negotiations. Because of the wide range of topic coverage, most accountants would benefit from this seminar, unless they are pure specialists, i.e. forensic, tax, IT, bankruptcy or valuations or audit. It is aimed at accountants in leadership positions, such as Controllers, CFOs and Directors of Finance, as well as those in public practice or consulting, who advise clients. Accountants from large companies, government and not-for-profits also find the course useful. It is also helpful for analysts and accountants moving toward these roles. COURSE LEADER - STEPHEN PRIDDLE, CPA,CA, CMA 25 Ten Practical Topics for Accountants in Leadership ½ Course Date: November 14, 2014 Course Code: 1421_R Course Time: 1:00 pm - 4:30 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $ 225 Registration Deadline: October 31, 2014 Non-member: $ 275 Course Level: Intermediate Governance, Strategy, Risk Management, & Management Decision Making OBJECTIVE: This interactive, half-day workshop, led by corporate veteran Stephen Priddle, provides useful discussion, tips and applications on ten financial leadership topics. The workshop includes six interactive table brain-storming sessions. There is something for everyone in this workshop. CONTENTS: 1. The top 10 trouble spots for financial leaders 2. Dealing with the sales dept – who often don’t listen! 3. Leading by example 4. Developing economic predictors for your organization 5. Insurance tips 6. Measuring finance 7. Payroll & benefits tips – reducing this cost 8. Financial forecasting keys 9. Travel cost saving tips 10. What every CEO needs in a financial leader WHO SHOULD ATTEND: The seminar is aimed at accountants in leadership positions, such as Controllers, CFOs and Directors of Finance, as well as accountants in public practice or consulting, who advise clients. It is also helpful for accountants moving toward these roles. COURSE LEADER - STEPHEN PRIDDLE, CPA,CA, CMA 26 1 Management Accounting Refresher Course Date: January 27, 2015 Course Code: 1443_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA $375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 13, 2015 )Non-member: $450 Course Level: Introductory Course Date: January 29, 2015 Course Code: 1443_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Member(CA,CMA,CGA $375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 15, 2015 )Non-member: $450 Course Level: Introductory OBJECTIVE: The objective of this course is to provide participants with an overview of key concepts and decisions in management accounting. WHO WILL BENEFIT: This course will benefit individuals who will be transitioning into a managerial accounting role and are interested in a refresher of key concepts and decisions using management accounting information. LEARNING OUTCOMES: • Understanding the variety of management accounting information available within an organization • Understanding the decisions that are impacted by management accounting information • An improved ability to understand issues and communicate with others regarding management accounting concepts TOPICS INCLUDE: • Different types of costs and cost behavior • Job order and activity based costing • Cost volume profit (CVP) analysis • Budgeting • Decision making using management accounting information (e.g. make or buy, add or drop, scare resource allocation) • Transfer pricing • Performance management (e.g. the Balanced Scorecard) NOTE: Please bring a calculator to the course to ease ability to participate in course activities. COURSE LEADER – GARTH SHERIFF, CPA,CA, CPA(U.S.) 27 Fraud Happens! What to Do when You Suspect Fraud Course Date: October 3, 2014 Course Code: 1484_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $ 375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making September 19, 2014 Non-member: $ 450 Course Level: Intermediate 1 OBJECTIVE: You don’t encounter fraud every day. This course, taught by an experienced fraud investigator, provides you with the basic skills you need to react to allegations of fraud in an efficient and effective way. WHO WILL BENEFIT: Members in industry or public practice who wish to better understand the fraud investigation process, recovery techniques, and how to manage an internal fraud investigation while avoiding common pitfalls. LEARNING OUTCOMES: You won’t be a fully-trained fraud investigator at the end of the day, but you will know enough to avoid panic and calmly work through the situation. The course provides a framework in which to manage the investigation of fraud allegations, including the use of investigative tools, sources of recovery, and related aspects (such as dealing with the media and the police). TOPICS INCLUDE: • Introduction to fraud – An overview of fraud (definition/extent/ fraud triangles); the tools organizations use to address fraud (fraud policy, code of conduct, etc.); preparing an organization to address fraud allegations; and common perils and pitfalls. The course also briefly addresses CPA Canada standards for IFA engagements. • Real life fraud cases – A review of recent frauds, including how the perpetrator benefited from the fraud, how they were caught, and what they did. The focus is on smaller or medium-sized frauds and organizations. • Fraud indicators – An overview of the indicators of fraud, tied to the fraud cases presented in the previous section. • Planning an investigation – Initial investigative steps in planning an investigation. (Case Study – part 1). • Investigative research – An overview of publicly available information and how that information can be obtained, as well as internal sources of information. • Computerized information – An overview of preserving, analyzing and presenting electronic evidence (Case Study-part 2). • Legal tools and remedies – An introduction to basic legal tools used by fraud investigators and counsel (such as Mareva Injunctions and Anton Piller Orders) and when they are appropriate. • Developing the investigative plan – Apply the above information to the case study (Case Study – part 3). • Debriefing the “Actual” Case – Review what actually happened in resolving the fraud allegations. • Instructor/participant experience – Discussion of the instructor’s unique experience, as well as a chance for participants to present situations they have encountered. COURSE LEADER – DOUG KALESNIKOFF, CA·IFA, CFE 28 Powerful Financial Analysis 1 Course Date: February 11, 2015 Course Code: 1446_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Member(CA,CMA,CGA) $375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 28, 2015 Non-member: $450 Course Level: Advanced Course Date: February 12, 2015 Course Code: 1446_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Member(CA,CMA,CGA) $375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 29, 2015 Non-member: $450 Course Level: Advanced OBJECTIVE: Does part of your role or those you supervise involve financial analysis? In today's fast-paced corporate world, financial analysis can mean many things. Powerful Financial Analysis 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. Topics covered include month-end, quarter-end, and year-end analysis, budget analysis variance analysis, and overall financial statement analysis. Analysts will also learn about the type of information that their internal clients need and how to provide this information effectively to the people they support, which is ultimately what helps them advance their own careers. This seminar is intended for accountants working within companies rather than public practitioners. WHO WILL BENEFIT: This course will benefit financial professionals working as analysts within an accounting department or a business unit and who are responsible for reviewing cost centre reports, monthly reports, budget reports and other variance reports WORKSHOP FORMAT: This workshop is highly interactive. Participants will deal with exercises to learn through doing. It is highly recommended that participants bring a calculator with them to obtain maximum benefit. TOPICS CONVERED: ♦ What is financial analysis? ♦ Role of financial analysis in the finance function ♦ Month-end analysis ♦ Quarter-end analysis and Year-end analysis ♦ Budget analysis ♦ Cost analysis ♦ Ratio analysis ♦ Overall financial statement analysis ♦ Altman's Z-score COURSE LEADER – KARINE BENZACAR, MBA, CMA, FCMA, CPA (Del) 29 Advanced Financial Statement Analysis 1 Course Date: February 10, 2015 Course Code: 1445_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Member(CA,CMA,CGA) $375 Registration Deadline: Governance, Strategy, Risk Management, & Management Decision Making January 27, 2015 Non-member: $450 Course Level: Intermediate OBJECTIVE: Analyzing financial statements is no easy task. In a world where some companies report results using International Financial Reporting Standards (IFRS), others report using U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE), this task is becoming more and more challenging. Financial statements are froth with managerial judgment and it is difficult to assess the financial health of an organization or compare companies based on numbers alone. This seminar focuses on how to analyze financial statements, particular 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 the 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. WHO WILL BENEFIT: This course will benefit financial professionals who would like to enhance their abilities to read and evaluate the health of financial statements. It will appeal to accounting and finance manager, senior manager, directors, analysts, senior analysts, VP of Finance , and CFO’s. It will also be of interest to users of financial statements, such as bankers, non-financial managers seeking financing, or equity analysts. WORKSHOP FORMAT: This workshop is highly interactive and hands-on. Participants will analyze real company financial statements and attempt the exercises to learn through doing. It is helpful but not mandatory to have an understanding of financial ratio analysis prior to attending this seminar. It is highly recommended that participants bring a calculator with them to obtain maximum benefits. TOPICS CONVERED: • Challenges to financial statement analysis due to IFRS/ASPE • Refresher on financial analysis techniques • Advanced ratio analysis • Dupont Analysis • Altman’s Z-score • Springate Z-score • Financial Predictors of company bankruptcy • Challenges and adjustments in analysis • Receivables • Inventory • Fixed Assets • Leases COURSE LEADER – KARINE BENZACAR, MBA, CMA, FCMA, CPA (Del) 30 Effective Costing & Profitability Management Course Date: February 13, 2015 Course Code: 1482_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Parktown Hotel Competency: Member(CA,CMA,CGA) $375 Registration Deadline: January 30, 2015 Non-member: $450 Course Level: Intermediate 1 Governance, Strategy, Risk Management, & Management Decision Making OBJECTIVE: How profitable is your organization? Where is your company making its money? In most organizations, 80% of profits come from about 20% of the sales. The key to improving profitability or to turn an unprofitable situation into a profitable one is to understand the drivers of profitability and how to leverage on those core products or customers. Too often financial professionals are so occupied with the daily realities of reporting results that they don’t take the time to analyze them and improve them. In this interactive seminar, learn how to contribute directly to your organization’s bottom line by analyzing profitability by product, customer, segment, or geographical region. Learn how to identify the main drivers of profitability and the parts of the business that need to be changed. Any professional who can contribute directly to an organization’s bottom line will in turn expand their career opportunities and growth. WHO WILL BENEFIT: The workshop will be of a benefit to business managers who need to have a clear understanding of costs and profits that their products and services generate. Decision makers and financial analysts will be able to analyze the profits and costs from production or service provided. WORKSHOP FORMAT: This workshop is highly interactive. The participants will learn effective costing and profitability techniques by going through examples and working on exercises. It is highly recommended that participants bring a calculator with them to obtain maximum benefit. TOPICS CONVERED: • Basic Functions of Finance • Sources of Profitability • The Four Cost components • Overhead Rates • Activity-Bases Costing • Performance Indicators • Different Sources of Profitability • Operating Leverage • Profitability Reporting COURSE LEADER – KARINE BENZACAR, MBA, CMA, FCMA, CPA (Del) 31 PERFORMANCE MEASUREMENT 32 Accounting, Auditing & Professional Practice Update 1 Course Date: December 2, 2014 Course Code: 1426_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: November 18, 2014 Non-member: $450 Course Level: Intermediate Course Date: January 8, 2015 Course Code: 1426_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: December 23, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This course is designed to review recent revisions to the CPA Canada Handbook, specifically Accounting Part II (ASPE), Part III (Accounting Standards for Not-for-Profits), and Assurance, as well as other sources. It also includes an outline of the changes in IFRSs, as these revisions often precede similar revisions to ASPE and form one source of additional guidance in the application of ASPE. This course is designed as an update, yet it provides specific examples of the implementation of the new recommendations and practice guidance on other matters that are current and relevant to the participants. WHO SHOULD ATTEND: This course provides an overview of the current developments in accounting and assurance standards. It is best suited to members who practice public accounting, serving small and medium-sized businesses. LEARNING OUTCOMES: At the end of the course, participants will be: • Aware of recent CPA Canada pronouncements and guidance in accounting and assurance • Able to identify the potential impact on clients and their practice of the recent CPA Canada pronouncements and guidance • Able to apply recent CPA Canada pronouncements in some situations TOPICS INCLUDE; • Introduction and overview of new standards • Review of all changes to CPA Canada Handbook – Accounting and Assurance • Review of matters discussed by the Private Enterprise Advisory Committee • Illustration of problem areas in the application of ASPE and Accounting Standards for Not-for-Profit Organizations, based on practice inspection and other sources • Other practice matters including a review of practice inspection findings • Exposure drafts and other projects in process for accounting and assurance, including an update on the status of the projects on review engagements and notice to readers Note: Those interested in an in-depth review of the changes to Part I (IFRS) of the CPA Canada Handbook should consider attending the IFRS - Update 2014 course (see page 43) and those interested in a more in-depth review of Part III (Not-for-Profit Organizations) should consider attending the full day course: Non-Profit Organization and Registered Charities: Accounting ,Auditing and Taxation Issues (see page 39). COURSE LEADER - KIM VAREY, CA 33 ASPE: Accounting Update for Members in Industry ½ Course Date: December 4, 2014 Course Code: 1429_R Course Time: 1:00 pm to 4:30 pm CPD: 3.5 hours Location: REGINA - Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: November 20, 2014 Non-member: $275 Course Level: Intermediate Course Date: January 15, 2015 Course Code: 1429_S Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: January 2, 2015 Non-member: $275 Course Level: Intermediate OBJECTIVE: This course is designed to review recent revisions to the CPA Canada Handbook – Part II, Accounting Standards for Private Enterprises (ASPE). In addition providing an update, the course provides specific examples of the implementation of new and revised recommendations and practice guidance on other current and relevant matters. It outlines the implications of changes in other accounting frameworks such as IFRS and Accounting Standards for Not-for-Profit Organizations, in the context of their relationship to ASPE. It is suited to members who are involved in the preparation and analysis of financial statements for small and medium-sized entities. WHO WILL BENEFIT: This course provides an overview of the current developments in ASPE. It is best suited to professional accountants in small and medium-sized businesses. LEARNING OUTCOMES: At the end of the course participants will be • Aware of recent CPA Canada pronouncements in ASPE • Able to identify the potential implications of the recent ASPE pronouncements • Able to apply recent ASPE pronouncements in some situations TOPICS INCLUDE: • Introduction and overview of new standards in ASPE • Review of Improvements to ASPE, including basis of conclusions • Review of matters discussed by the Private Enterprise Advisory Committee • Review of “trips and traps” in the application of ASPE • Future developments in ASPE standards NOTE: Those interested in changes to Part I (IFRS) of the CPA Canada Handbook should consider attending the IFRS - Update 2014 course and those interested in changes to Part III (Not-for-Profit Organizations) should consider attending the full day course: Non-Profit Organization and Registered Charities: Accounting ,Auditing and Taxation Issues . COURSE LEADER – KIM VAREY, CA 34 ASPE: A Survey of the Standards Course Date: January 13 & 14, 2015 Course Code: 1472_S Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $550 Registration Deadline: January 2, 2015 Non-member: $675 Course Level: Intermediate 2 OBJECTIVE: This seminar is designed to review ASPE from cover to cover encompassing all the Handbook sections and guidelines and is aimed at individuals seeking a complete review of ASPE together with some not-for-profit impacts. The seminar will provide information about all of the standards that make up Part II of the Handbook with illustrative examples and exercises in certain measurement, recognition and disclosure areas. In addition, the course 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. CONTENT: • Accounting standards framework and general standards • Financial instruments • Tangible assets • Long-term assets • Non-financial liabilities • Shareholder equity • Revenue and other expenses • Other disclosures and other matters • Sample financial statements and note disclosures WHO WILL BENEFIT: Those seeking a robust and complete review of ASPE including individuals who have been detached from Canadian standards in recent years may find this course beneficial to regain a technical accounting base of standards to be used by private enterprises. Individuals involved in the not-for-profit sector may also find this course useful because of the ASPE measurement, recognition, presentation and disclosure requirements applicable to not-for-profit accounting and reporting. PREREQUISITE: Familiarity with current accounting frameworks. NOTES: The seminar and the materials provided do not review in depth the transition to ASPE or provide a comparison of the ASPE to the previous accounting standards or IFRS. COURSE LEADER – KIM VAREY, CA 35 ASPE Disclosure and Presentation – From Standards to Words 1 Course Date: December 3, 2014 Course Code: 1427_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA - Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: November 19, 2014 Non-member: $450 Course Level: Intermediate Course Date: January 9, 2015 Course Code: 1427_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: December 23, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: Much was said about reduced disclosure for private enterprises when ASPE was issued, but what is the reality and what are best practices now? The objective of this seminar is to provide participants with knowledge and understanding of the financial statement disclosure and presentation requirements for ASPE. This seminar reviews 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 those 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. Participants are welcome to bring financial statements used in their own environment. WHO WILL BENEFIT: Practitioners and preparers of financial statements for private enterprises. CONTENT: • Disclosure requirements provided in Part II of the CICA Handbook – Accounting. • Applying professional judgment in developing sufficient disclosure • Identifying options and choices in presentation • Presentation and disclosure requirements in Sections 1000 through Section 3870 and the Six Guidelines in Part II of the CICA Handbook – Accounting. COURSE LEADER – KIM VAREY,CA 36 ASPE- Income Tax ½ Course Date: January 7, 2015 Course Code: 1434_R Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: REGINA – Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: December 23, 2014 Non-member: $275 Course Level: Introductory / Intermediate OBJECTIVE This half-day seminar reviews the accounting policy choices for accounting for income taxes under ASPE. To do this we review the application of the liability method under future income taxes including the identification of common temporary differences, the meaning of more likely than not, and accounting for outside basis differences. We also review the disclosures under the taxes payable method and the impact of refundable taxes. WHO SHOULD ATTEND This is an introductory level seminar or a refresher at the intermediary level on the choice between the taxes payable method and the future income tax method. It is designed for preparers of ASPE financial statements or practitioners auditing or reviewing ASPE financial statements. BENEFITS OF ATTENDING Participants will have an opportunity to apply the principles through exercises and review sample disclosures. CONTENT • Taxes payable method • Future income taxes method • Identification and recognition of temporary differences • Measurement of future income taxes • Presentation (intra-period allocation, refundable taxes and offsetting) • Disclosure The seminar will integrate lecture with exercises and group discussion. COURSE LEADER – KIM VAREY,CA 37 ASPE: In the Construction Industry ½ Course Date: January 7, 2015 Course Code: 1435_R Course Time: 1:00 pm – 4:30 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: December 23, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: This course explores the ASPE standards that are applicable to the construction industry in a practical manner. For the purposes of this course, construction industry includes construction contractors with various activities. A contractor may engage in those activities as a general contractor or a subcontractor, and does not necessarily have ownership of real estate, but is acting as the vendor to builders, developers, and landlords that have direct or indirect ownership of the real estate. The course will also cover the disclosure requirements of ASPE and other issues specific to the construction contracts. WHO WILL BENEFIT: • All professional accountants who work in or are interested in financial reporting and related areas of accounting in the construction industry • Anyone involved in financial reporting and corporate accounting under ASPE including CFOs, VPs Finance, and Controllers • Those in public accounting practice, including partners, managers, and seniors. LEARNING OUTCOMES: At the end of this course participants will: • Understand the key elements of ASPE as they apply to the construction industry • Learn through lectures and practical application the specific scenarios that illustrate accounting treatment • Leave this course with an understanding of industry practices and accounting policy selections TOPICS INCLUDE: Areas covered in the context of the implications to construction entities: • Revenue recognition • Work in process • Holdback receivable and payable • Impairment • Financial statement presentation Specific standards covered in the context of the implications to construction entities: • Section 1000, Financial Statement Concepts • Section 1100, generally accepted accounting principles • Section 1510, Current Assets and Current Liabilities • Section 3031, Inventories • Section 3400, Revenue • Section 3856, Financial Instruments COURSE LEADER – KIM VAREY,CA 38 Non-Profit Organizations and Registered Charities: Accounting, Auditing and Taxation Issues 1 Course Date: November 3, 2014 Course Code: 1430_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON - Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: October 20, 2014 Non-member: $450 Course Level: Introductory to Intermediate Course Date: December 8, 2014 Course Code: 1430_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: November 24, 2014 Non-member: $450 Course Level: Introductory to Intermediate OBJECTIVE: This seminar will address accounting, auditing and income tax issues specific to organizations carried on for not-for-profit purposes. Not-for-profit accounting, tax and reporting rules are substantially different from those applicable to private sector organizations. Without a solid understanding of these rules, individuals in financial reporting positions with these organizations may encounter difficulties meeting their reporting requirements. WHO SHOULD ATTEND: Members in the NPO sector and practitioners who audit or provide advice to registered charities or NPO entities. It is not appropriate for those specifically involved with government not-for-profits adopting standards prescribed by the Public Sector Accounting Board without the PS4200 series. BENEFITS OF ATTENDING: The seminar will provide those involved in charities and NPOs an introductory understanding of the accounting and tax issues facing these organizations. Participants in public practice will gain an understanding of the accounting and tax issues specific to non-profit entities to provide valuable services to their not-for-profit clients. CONTENT: • Canadian GAAP for charities and not-for-profit financial statements • differences between Part III and PSAB 4200 series • typical audit issues faced by auditors of these entities • tax compliance requirements for charities and not-for-profits • Canadian tax rules with respect to loss of tax exempt status and planning techniques to minimize this risk • latest proposed and enacted tax legislation affecting these entities COURSE LEADER – GEN SEGGER, CA 39 Non-Government Controlled NFPO’s – Financial Statement Presentation & Note Disclosure 1 Course Date: November 4, 2014 Course Code: 1431_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON - Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: October 21, 2014 Non-member: $450 Course Level: Intermediate Course Date: December 9, 2014 Course Code: 1431_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA - Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: November 24, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This course provides participants with a summary of the standards related to the preparation of all the statements and related note disclosure, along with examples to assist in the preparation of the financial statements for non-government controlled NFPOs. Government controlled NFPOs must follow the Public Sector Accounting Handbook, and will not be addressed in this course. WHO WILL BENEFIT: Members and other Professionals involved in the preparation of NFPO financial statements. LEARNING OUTCOMES: At the end of this course participants should be able to: • Understand financial statement presentation and note disclosure requirements under Part III of the CPA Canada Handbook for NFPOs, and relevant disclosures from Part III Accounting Standards for Private Enterprises (ASPE) • Develop presentation guidelines for their own financial statements, statement of financial position, statement of operations, statement of changes in net assets, and statement of cash flows • Develop the note disclosure by major financial statement area (e.g. PPE, liabilities, allocation of expenses, and others such as, contingencies, commitments, subsequent events, related party transactions, etc.) TOPICS INCLUDE: • The concepts that drive the presentation and disclosure requirements • The accounting choices that must be made in the preparation of financial statements for not-for profit organizations under the deferral method and the restricted fund method • Statement of Operations presentation and related disclosures • Statement of Financial Position presentation and related disclosures, i.e., financial instruments • Statement of Changes in Net Assets • Statement of Cash Flow presentation and related disclosures, i.e., cash equivalents • Other Disclosures: related party transactions; contingencies; commitments; subsequent events; going concern; economic interest, etc. • Discussion of ongoing projects and potential impact of changes NOTES: Participants should have knowledge of Part III of the CPA Canada Handbook, with respect to measurement issues. Those involved in larger NFPOs may prefer to attend the full-day, Not-for-Profit Organizations & Registered Charities – Accounting, Auditing & Taxation Issues course COURSE LEADER – GEN SEGGER, CA 40 Not-for-Profit Organizations -A Survey of Standards Under Part III of the Handbook 1 Course Date: November 6, 2014 Course Code: 1459_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON - Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: October 23, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This course provides an overview of the accounting standards for non-government controlled not-for-profit organizations (NFPOs) under Part III of the CPA Canada Handbook. It reviews the application of GAAP with an emphasis on the areas where choices have to be made in the preparation of financial statements. It should be noted that a NFPO can also elect to apply Part I, IFRS. This course will not discuss this option in detail. Part III of the CPA Canada Handbook provides the standards that are unique to non-government private notfor-profit organizations. In addition, the underlying premise is that there should be no differences in accounting between profit-oriented enterprises and not-for-profit organizations when the circumstances and transactions are the same, (other than for matters included in Part III), therefore, NFPOs are also directed to Part II of the CPA Canada Handbook, Accounting Standards for Private Enterprises (ASPE). As a result this course will also review some of the more relevant accounting standards under ASPE. LEARNING OUTCOMES: • Understand the accounting choices and issues that are related and specific to NFPOs • Review the implications of the more complex accounting standards (e.g. financial instruments) TOPICS INCLUDE: • Recently revised standards and status on projects • Review of Part II of CPA Canada Handbook (ASPE) as it relates to NFPOs • Accounting for financial instruments under Part II, Section 3856 • Financial statement presentation – a review of the accounting choices that must be made in the preparation of financial statements for not-for profit organizations • Accounting for contributions and contribution receivables • Accounting for tangible and intangible capital assets, and collections • Accounting and disclosures related to controlled and related entities • Other matters and disclosures – use of a disclosure checklist NOTES: Those involved in larger NFPOs may prefer to attend the full-day course: Not-for-Profit Organizations & Registered Charities – Accounting, Auditing & Taxation Issues. COURSE LEADER – GEN SEGGER, CA 41 PSAB 101 Course Date: October 27, 2014 Course Code: 1414_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA- Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $375 Registration Deadline: October 13, 2014 Non-member: $450 Course Level: Intermediate Course Date: October 28, 2014 Course Code: 1414_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON-ParkTown Hotel Competency: Performance Member(CA,CMA,CGA) $375 Registration Deadline: October 14, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: This course is developed for finance professionals who prepare, audit or need to understand the Public Sector Accounting Board (PSAB) accounting recommendations as they apply to financial reporting by entities in the government sector. Key recommendations of the PSAB Handbook and their application are reviewed, and a variety of examples are used to assist in understanding the application of the recommendations. WHO SHOULD ATTEND: This course is particularly valuable to those who have a familiarity with the PSAB Handbook and prepare, audit, use or provide advice on public sector financial reports and would like to develop a stronger understanding of the PSAB Handbook. BENEFITS OF ATTENDING: • Understand PSAB accounting recommendations • Apply PSAB recommendations in the preparation of government financial statements • Develop financial reporting in accordance with PSAB EMPHASIS WILL BE PLACED ON: • Defining the Government Reporting Entity • Employment benefits • Government transfers • Leased tangible capital assets • Solid waste landfill closure and post-closure liability • Tax revenue CONTENT: • Financial statement concepts and objectives • Reporting entities • Financial reporting • Investments • Government partnerships • Investments in government business enterprises • Restricted assets and revenue • Tangible capital assets • Liabilities, contingent liabilities and contractual obligations • Long-term debt and leased tangible capital assets • Changes in PSAB – exposure drafts, discussion papers, transitional provisions • Overview of GNFPO • PSAB and ACSB invitation to comment COURSE LEADER – VELMA GEDDES, FCA 42 PSAB Update ½ Course Date: November 20, 2014 Course Code: 1425_R Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: REGINA –Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: November 6, 2014 Non-member: $275 Course Level: Intermediate Course Date: November 21, 2014 Course Code: 1425_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: November 7, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: This almost full day seminar will provide up-to-date information to keep you current on the recent releases of the Public Sector Accounting Board and the current proposals they are considering. WHO SHOULD ATTEND: This seminar will be particularly valuable to those who prepare, audit, use or provide advice on public sector financial reports. BENEFITS OF ATTENDING: At the end of the seminar, participants should have the knowledge and skills they need to assess new standards and emerging issues in public sector financial reporting. CONTENT: • Update on Not-for-Profit organizations • Update on pension accounting • Conceptual Framework and Financial Statement Presentation • Asset Retirement Obligations • Restructuring • Related Party Disclosures • Intra-entity Transactions • Public Sector Accounting Discussion Group Issues PREREQUISTE Participants should have a general knowledge of the PSA Handbook. COURSE LEADER – JIM KEATES CPA, CA, MBA 43 IFRS Update 2014 ½ Course Date: November 20, 2014 Course Code: 1428_S Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: November 6, 2014 Non-member: $275 Course Level: Intermediate Course Date: December 4, 2014 Course Code: 1428_R Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: REGINA – Training Room Competency: Performance Measurement Member(CA,CMA,CGA) $225 Registration Deadline: November 20, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: IFRS standards continue to change and it is important to keep abreast of recent developments. This course provides participants with a review of new and revised IFRSs 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 2013 to June 2014. Updates are provided to summarize changes after June 2014. WHO WILL BENEFIT: All professionals who want to be informed of the recent developments in IFRS standards, including: public accountants, and preparers and readers of financial statements using IFRS. CFOs and VPs, directors, senior managers, controllers and other financial reporting staff, auditors, and audit committee members will find this course useful. LEARNING OUTCOMES: After completing this course, the participants will have an understanding of the IFRS standards approved or revised during the past year and an overview of projects on the IASB’s agenda. TOPICS INCLUDE: • Overview of IFRSs – issued, revised and in progress • Review of new and revised standards • Revenue • Financial Instruments including Hedging, Classification and Measurement and Impairment • Interim standard for rate-regulated entities • Annual Improvements • Other • Review of feedback from regulators • Review of Exposure Drafts and Other Projects in Progress – IASB’s work plan including Leases Notes: This is an “Update” course and will update the understanding of the existing body of IFRS knowledge. It is not an Introductory or Comparison course. COURSE LEADER - KIM VAREY, CA 44 IFRS – Financial Statement Presentation and Note Disclosure Course Date: November 18 & 19, 2014 Course Code: 1463_S Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: SASKATOON – Park Town Hotel Competency: Performance Measurement Member(CA,CMA,CGA) $550 Registration Deadline: November 4, 2014 Non-member: $675 Course Level: Intermediate 2 OBJECTIVE: This course provides participants with an overview of the standards related to the preparation of all the statements and related note disclosure with an emphasis on quality presentation and disclosure. The presentation material will concentrate on areas of presentation and disclosure that are new and/or difficult to implement. WHO WILL BENEFIT: Professional accountants and other professionals involved in the preparation of IFRS financial statements for enterprises. LEARNING OUTCOMES: At the end of this course participants will: • Understand the standards related to financial statement presentation and note disclosure under IFRS that are new and/or complex. • Have reviewed sample notes and statements to assist with application in their own work environment. • Have worked on mini cases that assist with the understanding of how to implement the presentation and disclosure standards TOPICS INCLUDE: The course concentrates on new and difficult areas regarding: • Presentation on all the financial statements; and note disclosures related to: o Business combinations; consolidations, subsequent events and investments o All assets o All liabilities. o Revenue and expenses o Other disclosures - related party transactions; government grants, agriculture, exploration, interim statements, and first time adoption; contingencies; commitments; subsequent events; going concern; economic dependence COURSE LEADER – KIM VAREY, CA 45 IFRS – Resource Exploration & Mining Industry Basics 1 Course Date: December 2, 2014 Course Code: 1466_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $ 375 Registration Deadline: November 18, 2014 Non-member: $ 450 Course Level: Introductory to Intermediate OBJECTIVE: The objective of this seminar is to provide participants with a good understanding of the accounting standards relevant to resource exploration and mining, and their specific application to industry issues. WHO SHOULD ATTEND: Professional accountants who work in or are interested in the resource exploration and mining sectors, and related areas of publicly accountable enterprises, including CFOs and VPs Finance, Directors and/or Senior Managers of Financial Reporting, Controllers; accounting and financial reporting staff, and audit committee members. BENEFITS OF ATTENDING: Participants will develop a good understanding of the accounting standards relevant to resource exploration and mining, and their specific application to industry issues. CONTENT: • exploration for an evaluation of mineral resources o recognition and measurement o impairment o functional currency • development stage companies o cost capitalization o borrowing cost o property options/earn-ins • production stage companies o property, plant and equipment o commencement of production o componentization, depreciation and amortization o impairment of assets o deferred stripping o inventory o revenue o functional currency • closure o accounting for decommissioning and environmental liabilities • financing activities o share-based payments o flow-through shares o unit offerings o share issuance costs o royalties o convertible debt • financial statement presentation and reporting o presentation and disclosure o general presentation standards • IFRS disclosures COURSE LEADERS: MARK PATTERSON CPA, CA & KEVIN CHEUNG CPA, CA 46 ASPE: A Survey of the Standards: Online Course Date: October 20 – December 31, 2014 or Course Code: EL1455 Course Date: January 19 – March 13, 2015 Course Code: EL1462 Location: Online CPD: 14 hours Member(CA,CMA,CGA) $440 Competency: Performance Measurement Non-member: $540 Course Level: Intermediate 3 OBJECTIVE: This online seminar will review ASPE, from Section 1000 to Section 3870 and the accompanying Accounting Guidelines and is designed for individuals seeking an in-depth, complete review of ASPE. The objective is to provide information about all of the standards that make up Part II of the Handbook with illustrative examples in certain measurement areas and disclosure areas and outline the accounting policy choices available in ASPE. The examples and exercises within the material will cover the basic concepts of accounting done by private enterprises and areas where practice review has identified struggles or challenges, for example, measurement of financial instruments. However, within a two day timetable, it is not possible to drill down deeply into each standard but the material will ensure all topic areas of ASPE are addressed. In addition, the seminar material is supplemented by appendices including sample financial statements prepared in accordance with ASPE, transition and example notes including example notes for transition. Participants should be aware, however, this course is specifically focused on the ASPE standards and does not review in depth the transition to ASPE or a comparison of the ASPE to the previous CICA Handbook – Accounting and CICA Handbook – Accounting XFI, WHO WILL BENEFIT: This seminar will benefit those who seeking a robust and complete review of ASPE including those in public practice, private companies as well as other non-corporate entities e.g. Partnerships. Individuals who have been detached from Canadian standards in recent years may find this course beneficial to regain a strong technical accounting base of standards to be used by private enterprises. In addition, individuals involved in the not-for-profit sector may find this course useful as many of the measurement, recognition, presentation and disclosure requirements of ASPE will be applicable in not-for-profit accounting. BENEFITS OF ATTENDING: Participants will gain an understanding of the ASPE requirements to improve their technical knowledge of Canadian standards for private enterprises. A good understanding of ASPE, especially by those who may have been removed from the Handbook in recent years, will allow those individuals to appreciate the changes that have occurred in Canadian accounting standards. CONTENT: • Accounting Standards Framework & General Standards • Financial Instruments • Tangible Assets • Long-term Assets • Non-Financial Liabilities • Shareholder Equity • Revenue & Other Expenses • Other Disclosures and Other Matters • Sample financial statements • Limited discussion of business combinations under ASPE • Transition guidance will be included as an appendix. ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse INTERNET HOURS: You have two options while working on these sessions: • Study entirely online using the electronic courseware provided • Study part-time online by reviewing seminar materials you download in a PDF document While the suggested CPD credit hours for an E-learning seminar is 14 hours, since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent HOW PD ONLINE WORKS: 1. You require access to a computer, Internet, and basic computer skills 2. Submit your registration with payment and be sure to provide an e-mail address 3. “Getting Started “ instructions are e-mailed to you along with your Login ID and Password 4. To start your session, follow the step-by-step instructions in the “Getting Started” e-mail 47 IFRS: A Survey of the Standards 0nline Course Date: October 20 – December 31, 2014 Course Code: EL1459 Course Date: January 19 – March 13, 2015 Course Code: EL1464 Location: Online CPD: 14 hours Member(CA,CMA,CGA) $440 Competency: Performance Measurement Non-member: $540 Course Level: Introductory 3 OBJECTIVE: This online session provides participants with a solid introduction to the International Financial Reporting Standards (IFRSs) incorporated as part of CICA Handbook – Accounting – Part I. IFRSs that are under development at the IASB with expectation for introduction during the next year will also be reviewed. The focus is on the IFRSs that apply to most profitoriented entities SEMINAR OUTLINE: • Overview of IFRS • Financial statement presentation and accounting policies • Property plant and equipment • Investment property • Intangible assets and fair value measurement • Impairment of assets • Revenue • Financial instruments • Income taxes • Liabilities • Strategic investments and separate financial statements • Other IFRS standards • Optional content: First-time adoption considerations LEARNING OUTCOMES: • Awareness of the foundation of IFRSs • Basic understanding of the content each of the IFRSs covered followed by a comparison to CICA Handbook – Accounting – Part II • Examples are incorporated for participants to identify application issues ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse INTERNET HOURS: You have two options while working on these sessions: • Study entirely online using the electronic courseware provided • Study part-time online by reviewing seminar materials you download in a PDF document While the suggested CPD credit hours for an E-learning seminar is 14 hours, since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent HOW PD ONLINE WORKS: 1. You require access to a computer, Internet, and basic computer skills 2. Submit your registration with payment and be sure to provide an e-mail address 3. “Getting Started “ instructions are e-mailed to you along with your Login ID and Password 4. To start your session, follow the step-by-step instructions in the “Getting Started” e-mail 48 ASSURANCE 49 The Audit of a Small Entity Course Date: October 8, 2014 Course Code: 1405_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Assurance Member(CA,CMA,CGA) $ 375 Registration Deadline: September 24, 2014 Non-member: $ 450 Course Level: Intermediate Course Date: October 16, 2014 Course Code: 1405_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $ 375 Registration Deadline: October 2, 2014 Non-member: $ 450 Course Level: Intermediate 1 OBJECTIVE: This course is directed to professionals who wish to enhance their skills in auditing small entities effectively and efficiently by focusing on the key CASs that are most relevant to small entities. By understanding these sections the professionals performing the engagement will be able to use the CAS objectives and requirements to drive the audit approach of profit and not for profit small entities in a cost effective manner. WHO WILL BENIFIT: Professional personnel performing small audit engagements Learning Outcomes: The course will help professionals: • Have an in depth understanding of key CASs most relevant to auditing small entities • Be able to access and use the CASs in designing the audit • Know when and how to use memos to reduce unnecessary documentation. • Designing practical approaches to risk assessment procedures. • Design practical audit approaches to reducing risk • Have a better understanding how to lower the cost of the audit while complying with CAS standards. Topics Include: Risk assessment: • Understanding CAS 315 “Identifying and Assessing the Risks of Material Misstatement through Understanding the Entity and Its Environment” and how to use it when performing risk assessment procedures for a small entity. • Practical risk assessment procedures for a small entity • Use of analytics as a risk assessment procedure • How to document the risk assessment procedures performed • Summarizing results and documenting conclusions Risk response and reporting: • Understanding CAS 330 “ The Auditor’s Responses to Assessed Risks “ and how to use it in responding to risk in a small entity • Customizing audit procedures and forms to address risk • Understanding what further audit procedures to perform • The use of tests of detail • Analytical audit procedures as a substantive risk response • When and how to use test of controls as a risk response in a small entity • Extent of testing considerations • How to sample and when to sample in the audit of a small entity • Forming/documenting judgments and conclusions • Communicating audit findings Other • Understanding CAS 320 “Materiality in planning and Performing an audit “and the particular issues of determining and using materiality for a small entity. • Identification of unnecessary documentation. • Know which C•PEM forms will most likely be needed in the audit • Using C•PEM forms as a resource rather than documentation COURSE LEADER – BRIDGET NOONAN CA 50 Quality Control – Maintaining and Monitoring Course Date: October 9, 2014 Course Code: 1406_R Course Time: 8:30 am - 12:00 pm CPD: 3.5 hours Location: REGINA - Training Room Competency: Assurance Member(CA,CMA,CGA) $225 Registration Deadline: September 25, 2014 Non-member: $275 Course Level: Intermediate Course Date: October 17, 2014 Course Code: 1406_S Course Time: 8:30 am to 12:00 PM CPD: 3.5 hours Location: SASKATOON Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $225 Registration Deadline: October 3, 2014 Non-member: $275 Course Level: Intermediate ½ OBJECTIVE Every public accounting firm performing assurance engagements is required maintain and monitor a system of quality control (QC). This course is designed to help small firms understand how to keep their QC system up to date and perform the required ongoing and completed file monitoring. WHO WILL BENEFIT: Sole practitioners and partners responsible for quality control within their firm and those engaged in firm monitoring LEARNING OUTCOMES: Participants will understand what is required to maintain/improve their quality control system and how to perform the ongoing and completed file monitoring required. TOPICS INCLUDE: • Responsibilities of the quality control leader • Role of the engagement partner in quality control • Annual updating of the firms QAM • When are engagement quality control reviews required • What QC documentation to be maintained by firm • Ongoing monitoring: Who, what, when, how and reporting • Completed file monitoring: Who, what, when, how and reporting • Tips on appointing an external firm monitor • Common QC deficiencies COURSE LEADER – BRIDGET NOONAN CA 51 Auditing Refresher 2 Course Date: November 25 & 26 Course Code: 1487_S Course Time: 8:30 am - 4:30 pm CPD: 14 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $550 Registration Deadline: November 12, 2014 Non-member: $675 Course Level: Introductory OBJECTIVE: This course will provide participants with a solid foundation in the practical application of the Canadian Auditing Standards (CAS) to auditing engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practise 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. WHO WILL BENEFIT: This course is recommended for audit practitioners at all levels of experience to refresh their understanding of auditing in the CAS environment. It will also be beneficial to any individuals who want to understand the CAS for other purposes. LEARNING OUTCOMES: Participants will be able to: • Understand the CASs • Apply the CASs in a case study • Identify the key elements of an engagement working paper file TOPICS INCLUDE: • Why comply - commitment to quality • The audit environment • Pre-engagement procedures • Communication with others • A top-down approach to internal control • Risk assessments • Further audit procedures • Engagement execution • Audit documentation • Evaluating evidence • Engagement reporting COURSE LEADER – LAURA SIMEONI CPA,CA, CIA, CRMA 52 Effective Use of Analytical Procedures Course Date: October 9, 2014 Course Code: 1407_R Course Time: 1:00 pm - 4:30 pm CPD: 3.5 hours Location: REGINA - Training Room Competency: Assurance Member(CA,CMA,CGA) $225 Registration Deadline: September 25, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: This course exposes participants to the various available analytical procedures and the different application techniques that can be used to maximize the effectiveness of audit or review work while continuing to meet the requirements of the profession. WHO WILL BENEFIT: This course is designed for supervisors and partners in small or medium-sized firms performing audit or review engagements for small to medium-sized business LEARNING OUTCOME: Participants will gain an awareness of the CPA Canada’s pronouncements in respect of analytical procedures, and understand how to develop possible analytical procedures on a client-by-client basis. TOPICS INCLUDE: • Requirements of the CPA Canada Handbook – Assurance and other relevant sources related to analytical procedures. • What constitutes an analytical procedure • Benefits and concerns of using analytical procedures • Methodology in applying analytical procedures • Hands-on application through the use of cases • Tie the assessment of the risk of material misstatement by assertion to the degree of assurance required and procedures to obtain this assurance COURSE LEADER – BRIDGET NOONAN, CA 53 Review Engagements 1 Course Date: November 5, 2014 Course Code: 1432_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $375 Registration Deadline: October 22, 2014 Non-member: $450 Course Level: Intermediate Course Date: December 10, 2014 Course Code: 1432_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Assurance Member(CA,CMA,CGA) $375 Registration Deadline: November 26, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This course provides practitioners with a refreshed skill set for completing review engagements. Interaction is an important aspect of this course and participants are encouraged to bring challenging questions for discussion. It is not about completing checklists, but rather the extensive judgment required to complete a review. Sample documentation is included for many issues. Case studies are reviewed to illustrate the material and provide practical guidance. WHO WILL BENEFIT: Experienced practitioners who want a refresher on the practical issues of review engagement assignments including a review of the current standards and some best practices. LEARNING OUTCOMES: Participants will have a better understanding of: • What is required under professional standards for a Review Engagement • The risks associated with the engagement • Where some efficiencies may be gained in file preparation • Preparing for upcoming review engagements TOPICS INCLUDE: • A practical refresher on the application of the review engagement standards (CPA Handbook Sections 8100, 8200) • Integration of the standard CSQC- 1 “Quality Control for Firms that Perform Audits and Reviews of Financial Statements and other Assurance Engagements” and how it affects review engagements • A refresher on the acquisition and documentation of knowledge of the entity’s business and industry • Maximizing the use of understanding the entity’s business and industry during the planning stage of a review engagement • Integrating this understanding with decisions on how to complete the review • Relationship of “risk” to “work performed” in a review engagement • Emphasis on high-risk areas • Communicating expectations to professional staff • Completion of a review engagement • Samples of documentation to be included in a review engagement working paper file • Case studies illustrating the more difficult issues and their resolution • Common concerns raised by Practice Review/Inspection Departments pertaining to review engagements • Discussion on how AuG 20 can assist the practitioner in determining the procedures to be performed • Exploration of techniques to ensure an effective, yet efficient, engagement is achieved • Discussion of how CAS may impact review engagements • A review of frequently asked questions • A review of the current Exposure Draft on Review Engagements and how it may affect these engagements in the future. NOTES: This course is not intended to be taken every year but rather a “refresher” every three or four years. COURSE LEADER – GEN SEGGER, CA 54 Compilation Engagements Course Date: November 7, 2014 Course Code: 1433_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member(CA,CMA,CGA) $225 Registration Deadline: October 24, 2014 Non-member: $275 Course Level: Introductory/Intermediate Course Date: December 11, 2014 Course Code: 1433_R Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: REGINA – Training Room Competency: Assurance Member(CA,CMA,CGA) $225 Registration Deadline: November 27, 2014 Non-member: $275 Course Level: Introductory/Intermediate ½ OBJECTIVE: The objective of this seminar is to look at the professional requirements as outlined in the CPA Handbook and the Rules of Professional Conduct, and how to apply these standards in practice on a consistent basis for a compilation engagement. WHO WILL BENEFIT: New and experienced practitioners and their staff who would like an overview of the practical issues of compilation engagements. BENEFITS OF ATTENDING: Some of the questions covered will include • professional judgement issues as to what should be in working paper files? • how do the “association rules” impact these engagements? • does the practitioner have to be independent? • what about monthly bookkeeping assignments? • what about information gathered for tax compliance purposes? CONTENT: • standards set out in CPA Handbook and the Rules of Professional Conduct • miscellaneous topics relating specifically to compilation engagements: • who can do compilation engagements • what communication issues are relevant • how does lack of independence impact these engagements • how do the association rules impact these engagements • how do the standards impact bookkeeping practices • how do the standards impact tax compliance work performed • discussion of what should be included in the working paper file: • how much work is too little, or too much, to have in our files • the use of an index, engagement letters, compilation and independence checklists, and file review procedures • sample compilation file to provide a practical example • appendix - compilation and independence checklists; and other relevant materials of interest to practitioners PREREQUISITE Review CICA Handbook sections 9200 and AuG-5. COURSE LEADER – GEN SEGGER, CA 55 Efficient & Effective Review of Working Paper Files - Audit, Review & Compilation Engagements 1 Course Date: November 24, 2014 Course Code: 1464_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member:(CA,CMA,CGA) $ 375 Registration Deadline: November 10, 2014 Non-member: $ 450 Course Level: Intermediate OBJECTIVE This course develops a process for completing and documenting a review of a working paper file for various engagements and review levels. WHO WILL BENEFIT: This course is intended for professionals who are starting to review the working papers of audits, reviews and compilation engagements. It will also benefit Individuals with experience in reviewing working paper files who would like to improve their review skills. LEARNING OUTCOMES: Participants will be able to: • The relationship between the review process and the requirements for engagement file reviews under the Canadian Auditing Standards (CAS) and Other Canadian Standards • The different approaches needed in the various review roles resulting from the CSQC 1 quality control requirements • How to follow an organized structure when reviewing working paper files • Specific file review problem areas • The most common file deficiencies to be found • Requirements of CAS 230 audit documentation • Other CAS sections that have documentation requirements. TOPICS INCLUDE: • Why review working paper files • Detailed outline of file review requirements under the CAS • When to review working papers • Some useful techniques to use when reviewing working papers • Discussion of review problems encountered in practice • How reviews are different for various levels of assurance • How reviews differ when no assurance is given (Compilations) • Comparison of file review requirements for various review situations (i.e. detailed vs. general reviews) • File review notes – how to prepare and present them to file preparers • Provincial inspection reports as a tool for file review • Review of a file for file efficiency purposes • How to review some key C•PEM forms • Case study in file review • The use of checklists when reviewing COURSE LEADER – LAURA SIMEONI CPA,CA, CIA, CRMA 56 Risk Assessment Workshop for Small & Medium – Sized Businesses ½ Course Date: November 27, 2014 Course Codes: 1465_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Assurance Member:(CA,CMA,CGA) $ 225 Registration Deadline: November 12, 2014 Non-member: $ 275 Course Level: Intermediate OBJECTIVE: This workshop provides participants with a solid foundation in the performance and documentation of risk assessments under the Canadian Auditing Standards (CAS). It focuses on improving the effectiveness and efficiency of audit engagements, as performing proper risk assessments are crucial to utilizing a truly riskbased audit approach. The workshop will also provide guidance on how to apply the best practice approach of identifying significant risks and how to best address these risks with appropriately tailored audit procedures. WHO WILL BENEFIT: Anyone in professional practice, at all levels, who already have some understanding of CAS requirements, but wish to expand that understanding, specifically regarding performing risk assessments for small audits. This course will also benefit those who wish to conduct their audit engagements in a more effective and efficient manner. LEARNING OUTCOMES: Participants will gain a deeper understanding of how to assess risk effectively and efficiently and link the identified risks to financial statement assertions and planned procedures. TOPICS INCLUDE: • The relationship between risks, internal controls, financial statement assertions and the audit procedures performed • What risks are inherent in certain industries • Identifying significant risks from the review of financial statements and information gathered through understanding the entity and its environment • Understanding controls relating to significant risks and determination of whether the design of controls are effective in preventing or detecting and correcting material misstatement and whether they have been implemented. • An approach to documenting assessed risks and their effect on financial statement assertions or overall financial statement risk and the type of audit procedures to be performed to address the identified risk • How to design an effective test of details COURSE LEADER – LAURA SIMEONI, CPA,CA, CIA, CRMA 57 Auditing Refresher: Online Course Date: October 20 – December 31, 2014 or Course Code: EL1457 Course Date: January 19, 2015 – March 13, 2015 Course Code: EL1463 Location: Online CPD: 14 hours Member(CA,CMA,CGA) $440 Competency: Assurance Non-member: $540 Course Level: Introductory 3 OBJECTIVE: The Canadian Auditing Standards (CAS) became effective for periods ending on or after December 14, 2010. This course will provide participants with a solid foundation in the practical application of the CASs to auditing engagements. Through a case study approach, participants are given an opportunity to build on their understanding of the standards, and to practise 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. WHO WILL BENEFIT: This course is recommended for audit practitioners at all levels of experience to refresh their understanding of auditing in the CAS environment. It will also be beneficial to any individuals who want to understand the CAS for other purposes. BENEFITS OF ATTENDING: Participants will be able to: • Understand the CASs, • Apply the CASs in a case study, and • Identify the key elements of an engagement working paper file SEMINAR OUTLINE: • Why comply - commitment to quality • The audit environment • Pre-engagement procedures • Communication with others • A top-down approach to internal control • Risk assessments • Further audit procedures • Engagement execution • Audit documentation • Evaluating evidence • Engagement reporting ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse. INTERNET HOURS: You have two options while working on these sessions: • Study entirely online using the electronic courseware provided • Study part-time online by reviewing seminar materials you download in a PDF document While the suggested CPD credit hours for an E-learning seminar is 14 hours, since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent. HOW PD ONLINE WORKS: 1. You require access to a computer, Internet, and basic computer skills 2. Submit your registration with payment and be sure to provide an e-mail address 3. “Getting Started “ instructions are e-mailed to you along with your Login ID and Password 4. To start your session, follow the step-by-step instructions in the “Getting Started” e-mail 58 TAXATION 59 Income Tax Update 1 Course Date: October 20, 2014 Course Code: 1422_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: October 6, 2014 Non-member: $450 Course Level: Intermediate Course Date: November 17, 2014 Course Code: 1422_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: November 3, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This course provides a detailed summary of tax law changes in the past year. It 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 CRA, including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. WHO WILL BENEFIT: Accounting professionals who need current information to advise clients, deal with the CRA, and expand their knowledge on timely taxation issues. LEARNING OUTCOMES: • You learn to deal with the day-to-day issues and to identify areas that may require further investigation • After completing this course, you are able to provide current tax advice and prepare federal personal and corporate income tax returns with knowledge of recent developments CONTENT: • Tax rate changes/integration • Federal budget • Information from CRA and Dept. of Finance • Tax cases • CRA technical interpretations • Provincial/Territorial COURSE LEADER - DREW MCDONALD, CA 60 Tax Decisions With Long-Term Implications for the General Practitioner Course Date: November 19, 2014 Course Code: 1424_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: November 5, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: This full day seminar addresses tax issues common to practitioners in general practice. The focus will be on identifying tax decisions that have long-term implications. Planning opportunities will be highlighted so that general practitioners may use the course materials to help identify tax issues for their clients. The seminar focuses on issue identification rather than the technical aspect of the tax laws. WHO WILL BENEFIT: This seminar is best suited for general practitioners who have a basic knowledge of tax matters and who deal with owner-managed small businesses. SEMINAR OUTLINE: * Shareholder agreements * The "stop-loss rules" on redemption of shares * Acquisition of control * Debt forgiveness * Planning for the use of losses * Allowable business investment losses * Holding companies - advantages and disadvantages * Estate planning * Estate freezes and refreezing techniques * Taxation of the owner/manager upon death * Owner Manager Retirement Planning * Use of trusts COURSE LEADER - DREW MCDONALD, CA 61 Everyday Income Tax Issues for the General Practitioner Course Date: November 18, 2014 Course Code: 1423_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: November 4, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: This full-day seminar deals with income tax issues that general practitioners encounter every day. Topics will be approached as practical issues rather than technical details. General background information will be provided to promote an understanding of each issue. Practical concerns, problems, suggestions and planning will be emphasized. Many participants take this seminar again and again because they find the content very relevant to the client situations they deal with and because each year there is always something new. WHO WILL BENEFIT: Practitioners that have general income tax knowledge and deal with small and medium-sized owner-managed businesses. SEMINAR OUTLINE: • Incorporation and integration issues including planning and recent developments • Small business deduction including criteria, management fees and personal service businesses • Remuneration issues including salary vs. dividends, salary reasonableness, income splitting with family members, bonuses payable, employees vs. contractors. • Expenses/assets with both a personal and business element including meals and entertainment, automobiles, taxable benefits. • Shareholder benefits and loans issues including debit balances. • Selected timely and topical practical matters of interest to practitioners. • Practitioners’ library of facts, figures, deadlines, income tax resources, ideas. • Common traps and pitfalls illustrated through practical, realistic examples and situations (bonus material – covered in class when time permits). PREREQUISITE: General corporate and personal income tax knowledge. COURSE LEADER - DREW MCDONALD, CA 62 Taxation of Employee Benefits Course Date: October 21, 2014 Course Code: 1486_S Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: SASKATOON– ParkTown Hotel Competency: Taxation Member(CA,CMA,CGA) $225 Registration Deadline: October 8, 2014 Non-member: $275 Course Level: Intermediate ½ OBJECTIVE: This seminar provides a review of the income tax implications of benefits conferred on employees by their employers, including both owner-managers and employees who are unrelated to the employer. Participants will gain an understanding of the income tax issues which arise from various types of benefits, assisting them in assessing the tax-effectiveness of various benefit plans and choices of employment benefits. Participants will also enhance their ability to advise on tax-effective employee remuneration strategies using benefit plans. SEMINAR OUTLINE: • Income tax treatment of benefits • Employee allowances and automobile benefits • Goods and services tax • Loans • Planning opportunities for key employees • Other employee benefits • Stock options WHO WILL BENEFIT: The seminar is aimed at providing employers, and their advisors, with an understanding of the taxation of employee benefits in general, as well as addressing specific benefits which are either common in practice, or have unusual income tax complexities. PREREQUISITE: Participants should have a basic understanding of personal and corporate taxation. COURSE LEADER - DREW MCDONALD, CA 63 GST/HST Refresher for Professionals 1 Course Date: December 8, 2014 Course Code: 1469_S Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: SASKATOON– ParkTown Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: November 24, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: The application of GST/HST is often far more complex than practitioners or businesses appreciate; the principles involved are often quite different than those applied to income tax. Failure to be aware of these complexities can result in lost opportunities, or worse, large tax assessments. This course will review important concepts including HST place of supply rules (which often impact suppliers located in non-HST provinces), registration & collection requirements, taxable supplies and deemed supplies, input tax credit entitlements and some of the more common and important exemptions and zero-rating provisions. WHO WILL BENEFIT: General practitioners, company accountants and other advisors who provide advice on, or participate in, a range of business transactions. This seminar will provide an overview on a selection of important GST/HST issues a practitioner may encounter when working with clients in various industries and identify some important areas which are frequently sources of errors/assessments. BENEFIT OF ATTENDING: At the end of this seminar, attendees will have a greater awareness of when a transaction is subject to GST/HST and at what rate, and an improved understanding of input tax credit entitlements and restrictions. CONTENT: • fundamental concepts – including ‘commercial activity’ • registration, collection and reporting rules – including HST place of supply rules • review of input tax credit entitlement rules and other rebates • brief review of important zero-rating provisions and exemptions including, exports, transactions with nonresidents, health care providers, and others. Common real property exemptions will be briefly reviewed. COURSE LEADER – JOHN GRANELLI, CPA,CA 64 Catching Up - 5 Years of Income Tax Developments 1 Course Date: December 9, 2014 Course Code: 1470_S Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: SASKATOON– ParkTown Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: November 25, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: Income tax changes and evolves over time. “Keeping up” is necessarily a continuous process. Unfortunately, many people don’t have the time or resources and consequently fall behind. They wonder how they can “catch up” on a few recent years of changes at one time. This seminar will provide an opportunity for those who haven’t regularly taken tax update seminars to get “caught-up” on notable federal income tax developments and find out what they may have missed. WHO SHOULD ATTEND: Anyone, whether in public practice, industry, or the public sector, who feels that they have not paid enough attention to recent income tax developments. BENEFIT OF ATTENDING: This seminar will allow you to “catch up” without having to take many tax seminars. It provides an opportunity to learn about the more significant federal income tax developments that have occurred during the past five years. Participants will have a better understanding of recent tax developments and be able to identify areas for which they may want to study further. CONTENT: • the calculation of income • the deductibility of expenses • capital cost allowance • taxation of capital gains • retirement saving • income splitting • deductions and tax credits • rules that defer, deem, trigger, prevent or reduce • income tax rates • income tax administration • various other developments Coverage will also answer questions such as: How has the income tax scene changed? What changes are coming? What new tax pitfalls/strategies have arisen? Where are the new opportunities? What long-time tax strategies have been eliminated or have become more/less beneficial? What other changes need to be considered to facilitate efficient and effective income tax compliance, planning and administration? COURSE LEADER – JOHN GRANELLI, CPA,CA 65 Income Taxation of Portfolio Investments for Individuals ½ Course Date: December 10, 2014 Course Code: 1471_S Course Time: 8:30am – 12:00pm CPD: 3.5 hours Location: SASKATOON– ParkTown Hotel Competency: Taxation Member(CA,CMA,CGA) $ 225 Registration Deadline: November 26, 2014 Non-member: $ 275 Course Level: Introductory OBJECTIVE: Accountants are continually challenged by the creativity in the design and marketing of investment products and strategies. With the proliferation of new products, questions often arise regarding the taxation of the income component. This course will explain the application of income taxation to various investment products to assist in personal income tax filings and introduce the participant to after tax comparison of alternative investment strategies. WHO WILL BENEFIT: Practitioners who would like to obtain or enhance their working knowledge of personal income taxation of portfolio investment products. Individuals and advisors who would like to enhance the tax effectiveness of personal portfolio holdings. LEARNING OUTCOMES: At the end of the course, you should be able to: • Prepare individual income tax returns more effectively • Advise clients on the income tax implications of diverse portfolio investment products • Assist clients in improving the tax effectiveness of their portfolio holdings TOPICS INCLUDE: Investment Income Taxation – General Rules • Canadian Source Income from Property (Rents, Royalties, Interest, etc.) • Dividend Tax Credit • Capital Gains • Foreign Source Income / Foreign Tax Credits / Treaty Exclusions • Special Treatment – Charitable Donations / Other Transfers Deposit Accounts • Bank Accounts • Term Deposits • Guaranteed Income Certificates / Accounts (GIC / GIA) Shares • Common, Preferred , Flow Through • Reorganizations • Puts and Calls Bonds • Conventional aka Nominal • Real Return – inflation indexed • Stripped • Premium and Discount Bonds Treasury Bills • Exchange Traded Funds (ETF) • Real Estate Investment Trusts (REIT) • Specified Investment Flow Through Trusts (SIFT) • Limited Partnership Mutual Funds • Trust • Corporate Life Insurance • Accumulation Policies • Segregated Funds Registered Funds • RRSP, RRIF, LIRA, LIF, TFSA, RESP, RDSP • Planning a Retirement Portfolio COURSE LEADER – JOHN GRANELLI, CPA,CA 66 Tax Issues for Private Corporate Groups ½ Course Date: October 21, 2014 Course Code: 1412_R Course Time: 1:00 pm – 4:30 pm CPD: 3.5 hours Location: REGINA - Training Room Competency: Taxation Member(CA,CMA,CGA) $225 Registration Deadline: October 7, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: This seminar covers the unique taxation issues that apply to groups of privately held companies and their shareholders. The seminar includes a detailed review of the association rules, a series of mini cases reviewing the issues that arise during the growth of a corporate group, the use of trusts and partnerships, and issues in respect to transactions between group members. WHO SHOULD ATTEND: This seminar will be of interest to practitioners and managers involved with groups of privately held companies. BENEFITS OF ATTENDING: At the end of this session, participants will understand the unique taxation issues that apply to groups of privately held companies and their shareholders. CONTENT: • basic related, associated, and affiliated rules • the rules that modify the associate rules • the results of associating corporations • approaches to avoid association • timing issues • domestic transfer pricing • use of trusts and partnerships in the group • GST/HST issues • loss utilization and the stop-loss rules COURSE LEADER – GEOFF GARLAND, CA 67 Agricultural Tax Update ½ Course Date: October 21, 2014 Course Code: 1411_R Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: REGINA - Training Room Competency: Taxation Member(CA,CMA,CGA) $225 Registration Deadline: October 7, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: This seminar is designed to provide accountants who give tax advice to the agricultural sector an overview of special tax rules associated with this industry. The seminar focuses on a review of key income tax considerations related to partnerships, incorporation, transfers of the family farm among family, estate planning considerations and treatment of surface rental payments. In addition, the seminar will review some recent relevant court cases and technical interpretations. By the end of this seminar, participants will better understand some of the special income tax rules surrounding the taxation of farmers. WHO SHOULD ATTEND: Practitioners who are involved in tax compliance and planning for clients in the agricultural sector. SEMINAR OUTLINE: • Overview of farming • Farm partnerships • Incorporation of farms • Family farm transfers • Estate/retirement planning • Surface rentals and farming income • Recent cases of interest COURSE LEADER – GEOFF GARLAND, CA 68 Advanced Tax Planning Strategies 1 Course Date: January 26, 2015 Course Code: 1478_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: January 12, 2015 Non-member: $450 Course Level: Advanced OBJECTIVE: The seminar begins with a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning. Topics covered include the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions, surplus stripping, association etc. Various tax planning strategies are presented that are divided into four main categories: restructuring asset profiles, sale of business, use of partnerships and use of trusts. Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis. This is an in-depth seminar that moves along quickly due to the volume of topics presented and discussed. WHO WILL BENEFIT: This seminar is ideally suited to practitioners with strong Canadian tax planning backgrounds who wish to add value to existing and potential client relationships by giving consideration to potential tax and estate planning opportunities. SEMINAR OUTLINE: • • • • • • Managing tax avoidance risks Restructuring asset profiles – important planning strategies Business sale planning matters Tax planning using partnership business structures Tax planning using trust relationships Inter-provincial planning (Alberta trusts) – appendix only PREREQUISITE: Participants should have a good knowledge of personal and corporate income tax. COURSE LEADER – GEOFF GARLAND, CA 69 Income Tax Issues for the File Preparer 1 Course Date: October 6, 2014 Course Code: 1452_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: September 22, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: Accountants who prepare files and income tax returns often see the issues, problems and opportunities first. This one day seminar uses the course material from the seminar “Everyday Income Tax Issues for the General Practitioner” but is presented with a focus on matters more relevant to the “front line” firm members. Planning, problems and approaches will be emphasized because in real life, client situations don’t come with an instruction manual. WHO SHOULD ATTEND: The ideal course participant is a technician, para-professional, newly qualified accountant, or other staff accountant who has (or is learning) general income tax knowledge. This person should be one who deals with small and medium-sized businesses that are owner-managed, and prepares the file and/or the tax return. BENEFITS OF ATTENDING: Many participants take this seminar again and again because they find the content so very relevant to the client situations they deal with and because each year there is always something new and interesting. TOPICS COVERED INCLUDE: • Incorporation and integration issues including planning and recent developments. • Small business deduction - including criteria, management fees and personal services businesses. • Remuneration issues - including salary vs. dividends, salary reasonableness, income splitting with family members, bonuses payable, employees vs. contractors. • Expenses/assets with both a personal and business element - including meals and entertainment, automobiles, taxable benefits. • Shareholder benefits and loans issues - including debit balances. • Selected timely and topical practical matters of interest to practitioners. • Practitioners’ library of facts, figures, income tax resources, ideas. • Common traps and pitfalls illustrated through practical, realistic examples and situations (bonus material – covered in class when time permits). COURSE LEADER – DENISE LAMMI, CPA, CA 70 General Practitioners “Need to Know…” 1 Course Date: October 7, 2014 Course Code: 1453_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: September 23, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: There are important income tax issues that a General Practitioner needs to be able to identify but might miss because he or she has not learned about the matter, does not appreciate the importance of the matter or has not considered the matter in relevant contexts. WHO WILL BENEFIT: This course is extremely useful to a General Practitioner. BENEFITS OF ATTENDING: Participants will learn the significance or ramifications of a particular area of tax and how it might apply to common transactions. Participants often find a subject easier to learn and appreciate when they understand the importance of identifying and understanding the issue, and they recognize how an issue may apply in a client situation. Topics are introduced by setting scenes with common transactions or events before approaching the "need to know" information. Detailed information and commentary will be provided which describes the income tax rules for each “need to know” subject and explains why particular transactions are “caught” or “exposed”. Suggestions will be given on how to be alert to situations where the “need to know” subject is applicable and how to manage and mitigate should a problem arise. TOPICS COVERED: • Common transactions with shareholder appropriation of corporate assets considerations. • Intercorporate dividends and exposure to taxation as a capital gain. • Individuals selling shares to non-arm’s length companies. • Corporations with family member shareholders and double taxation when corporate attribution applies. • Common situations that may restrict access to the small business deduction. • Stop loss rules encountered in common transactions. • Common shareholder loan concerns. • And many other important matters of which a General Practitioner should be aware. PREREQUISITE COURSES/KNOWLEDGE General corporate and personal income tax knowledge. COURSE LEADER – DENISE LAMMI, CPA,CA 71 Tax for Controllers 2 Course Date: October 22 & 23, 2014 Course Code: 1413_R Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: REGINA – Training Room Competency: Taxation Member(CA,CMA,CGA) $550 Registration Deadline: October 8, 2014 Non-member: $675 Course Level: Introductory to Intermediate OBJECTIVE: This course will help controllers of private companies stay current on a broad array of tax and related compliance issues. Items will be covered at a general level with specific examples, cases and practical problems. References to more detailed sources are provided. WHO SHOULD ATTEND: Anyone whose responsibilities include tax and related compliance issues, retaining tax professionals, and managing the business tax strategies for privately owned businesses. The seminar will benefit controllers who are new to the position and experienced controllers and financial managers who would like a refresher on key compliance items. Although the focus of the course is privately held companies, many of the topics covered could also be applicable to public companies. Less than half of the material would be applicable for not-for-profit enterprises. This seminar could also benefit practitioners who provide advice in these areas. BENEFITS OF ATTENDING Small, growing, and mid-sized companies face a broad array of tax and related compliance issues. The penalties or tax costs of failing to meet these compliance requirements can be severe. Without an in-house tax department, the responsibility for these areas falls on the controllers. This seminar provides a comprehensive review with examples to common problem areas. This seminar will help controllers stay current on a broad range of tax and related compliance issues. CONTENT • human resources - payroll and withholdings, employee benefits, non-taxable benefits, casual employees • automobiles • sales issue - GST/HST, export issues, revenue recognition • purchasing issues - GST/HST, purchases from non-residents, deductibility • capital assets - GST/HST, capitalization vs. expense, CCA, change of use • financing issues -lease vs. buy, interest deductibility, related expenses • structural issues -alternative structures, related corporate group issues, small business deduction, taxable capital • other compliance issues - filing requirements; interest and penalties; director’s liability, dealing with nonresidents; contractor reporting • audits and appeals COURSE LEADER – SANDY STEDMAN, CA 72 Corporate Reorganizations 1 Course Date: January 27, 2015 Course Code: 1479_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: January 13, 2015 Non-member: $450 Course Level: Advanced OBJECTIVE: Your client’s business and personal situation is constantly changing. The existing business structure may no longer be suitable or ideal and your client is looking for tax-efficient alternatives. There are a number of corporate reorganization alternatives that can be implemented under the Income Tax Act. Some of the provisions are complex and often interact with related provisions or anti-avoidance provisions. This full day seminar highlights the fundamental income tax considerations that arise in corporate reorganizations, including a discussion of related provisions and key pitfalls to avoid. The seminar will use extensive examples to illustrate tips and traps to be aware of when initiating a corporate reorganization. WHO SHOULD ATTEND: Practitioners or financial executives in industry who have some, but not extensive, experience in share/debt reorganization, consolidation, wind-ups and amalgamations and the GAAR. BENEFITS OF ATTENDING: At the end of this seminar, participants should be able to review and analyze corporate reorganization alternatives, and to decide which business structure best suits your organization. CONTENT: • tax-deferred rollovers (other than Section 85) • wind-ups • amalgamations • share exchanges and reorganizations • anti-avoidance provisions • convertible securities COURSE LEADER – GEOFF GARLAND, CA 73 Income Tax Planning Refresher: Corporate Course Date: February 3 & 4, 2015 Course Code: 1481_S Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $550 Registration Deadline: January 20, 2015 Non-member: $675 Course Level: Intermediate 2 OBJECTIVE: This refresher seminar is designed for those who desire to update their knowledge in the various taxes and tax planning for the corporate taxpayer. At the end of the two days participants should have a good understanding of the taxes that impact corporations. WHO WILL BENEFIT: Those involved in corporate tax matters that desire to expand or refresh their knowledge of corporate tax. CONTENT: • Organization of the Tax Act as it relates to corporations • Determination of residency • Review of various income items and deductions not commonly seen • Calculation of corporate taxes • Common definitions under the Income Tax Act that impact a corporate taxpayer including related parties, affiliated parties, and associated corporations • Various sources of income including active business income, investment income, specified investment business and personal service businesses will be discussed • Commonly used corporate reorganization provisions including the use of the section 85 rollover, section 86 capital reorganization, section 87 amalgamation, and section 88 wind-up • Section 84.1 and section 55(2) anti avoidance provisions • Corporate Attribution • Loss utilization • Owner manager remuneration planning • Estate planning • Issues for buy sell agreements and purchase and sale of business • Acquisition of control • Debt forgiveness COURSE LEADER - HUGH NEILSON, FCA, TEP 74 Tax Returns: Personal 1 Course Date: February 2, 2015 Course Code: 1480_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: January 19, 2015 Non-member: $450 Course Level: Introductory OBJECTIVE: This seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their personal tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of personal income tax returns. The seminar materials provide greater depth of discussion, particularly in more complex areas or areas less frequently encountered in practice, and are intended as an ongoing reference source for participants. WHO WILL BENEFIT: Practitioners with regular involvement in this area have indicated the seminar is a valuable refresher and update, addressing matters they encounter in their day to day practices SEMINAR OUTLINE: • Liability for tax • Employment income • Retirement income • Income from property • Income from business • Capital gains and losses • Other income and deductions • Personal tax credits • Computation of tax • Administration and disclosure • Provincial issues Those who have been away from personal taxes for some time will gain an understanding of the issues which may arise in personal tax return preparation. PREREQUISITE: Experience with personal tax returns is beneficial, but not essential. NOTES: This seminar deals in conceptual issues, and does not deal directly with the layout of the tax return or the forms and schedules utilized in preparation of such returns. The course is structured to focus on issues encountered in general personal tax practice. More complex and specialized areas, such as taxation of non-residents, taxation of deceased persons and specialized sectors such as insurance and the resource sector, are beyond the focus of this seminar. COURSE LEADER - HUGH NEILSON, FCA, TEP 75 Income Tax Planning Refresher: Personal 2 Course Date: November 6 & 7, 2014 Course Code: 1418_R Course Time: 8:30 am to 4:30 pm CPD: 14 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $550 Registration Deadline: October 23, 2014 Non-member: $675 Course Level: Introductory OBJECTIVE: This refresher seminar is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of the two days participants should have a good understanding of the taxes and some planning opportunities relating to individuals, partnerships and trusts. WHO WILL BENEFIT: Those involved in personal tax matters who wish to expand or refresh their knowledge in the area of personal tax. CONTENT: • How to research a tax issue • Determination of residency • Liability for taxes in Canada • Administrative issues • Employment income, benefits and related deductions • Calculations of the various sources of investments income • Taxation of Capital gains • Capital losses and the impact of the stop loss rules • Allowable Business Investment Losses • Attributions rules • Registered retirement pension plans, RRSP’s and individual pension plans • Deferred plans such as TFSA, RESP and RDSP • Rental and farm income • Treatment of shareholder loans • Various deductions from net income such as the capital gains exemption • Calculation of taxes payable, including discussions on tax credits • Taxation of partnerships • Death of a Taxpayer • Taxation of family trusts. COURSE LEADER - HUGH NEILSON, FCA, TEP 76 Tax Returns: Corporate 1 Course Date: November 5, 2014 Course Code: 1417_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: October 22, 2014 Non-member: $450 Course Level: Introductory OBJECTIVE: This seminar provides participants with a broad overview of the income tax provisions which can impact taxpayers filing their corporate tax returns. It provides a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian corporate income tax returns. Participants will gain an overall understanding of tax compliance and planning issues, enhancing their ability to identify and address planning opportunities which arise in the preparation of income tax returns. WHO WILL BENEFIT: Practitioners with regular involvement in this area have indicated the seminar is a valuable refresher and update, addressing matters they encounter in their day to day practices. Those who have been away from corporate taxes for some time will gain an understanding of the issues which may arise in corporate tax return preparation. SEMINAR OUTLINE: • Net income for tax purposes • Asset transactions • Taxable income • Corporate relationships • Federal corporate taxes • Administration and disclosure • Provincial issues PREREQUISITE: Some basic experience with corporate tax would be beneficial, but is not essential. NOTES: This seminar deals in conceptual issues, and does not deal directly with the layout of the corporate tax return or the forms and schedules utilized in preparation of such returns nor does it focus on tax planning issues. The seminar is structured to focus on issues encountered in general tax practice. More complex and specialized areas, such as taxation of non- residents, scientific research & experimental development, corporate restructurings and reorganizations and specialized sectors such as insurance, banking and resource sectors, are beyond the focus of this seminar. COURSE LEADER - HUGH NEILSON, FCA, TEP 77 Basic U.S. Taxation of Individuals Course Date: October 10, 2014 Course Code: 1485_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON Park Town Hotel Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: September 26, 2014 Non-member: $450 Course Level: Introductory 1 OBJECTIVE: This seminar will provide a basic understanding of U.S. individual income taxation of U.S. citizens, residents and non-resident aliens of the U.S. This is an entry level course which will discuss Federal filing requirements of U.S. citizens, residents and non-resident aliens. There will be a discussion on the U.S. taxation of U.S. real estate transactions, rental and the disposition of U.S. real estate, for non-resident aliens. Case studies and discussions will also be included. State tax issues will NOT be covered. WHO SHOULD ATTEND: The seminar is designed for practitioners who want to gain an understanding of the basics of U.S. taxation for individuals and to assist compiling the data necessary for the preparation of basic U.S. tax returns. BENEFITS OF ATTENDING: Participants will gain an understanding of U.S. tax filing requirements. The course material will include useful references. Mini cases studies will be used to illustrate concepts under each topic. CONTENT: • tax classification and residency status tests • individual income taxation of resident and non-resident aliens • general discussion of the Canada – U.S. income tax convention • transactions involving the purchase and sale of U.S. real estate by non-residents • gambling winnings and losses • case studies COURSE LEADER – JAYSON PEACE, CA, CPA (Illinois) 78 Tax Planning for Private Enterprises on Business Succession Course Date: October 20, 2014 Course Code: 1410_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: October 6, 2014 Non-member: $450 Course Level: Intermediate to Advanced 1 OBJECTIVE: Business succession involving closely-held private enterprises can range from an intra-family estate plan to an arm’s length sale of shares. This seminar will provide practical knowledge of the principal business succession considerations. The focus will be on income tax considerations, although key non-tax issues will also be identified. WHO SHOULD ATTEND: This seminar will be useful to accountants in public practice with clients who are owner-managers of private corporations, as well as in-house professionals of private enterprises. BENEFITS OF ATTENDING: This seminar is designed to provide the knowledge and tools necessary to identify, plan and manage business succession considerations for owner-managers of private enterprises. The content is practical, while covering the pertinent tax issues in some detail. The seminar provides a working knowledge of the principal tax and non-tax considerations in formulating and implementing business succession plans, along with detailed written materials for reference. Salient tax considerations will be discussed and illustrated by reference to examples. Related planning points will also be covered. CONTENT: • identifying business succession alternatives • principal tax and non-tax considerations • estate freezes, and wasting estate freezes and post-mortem strategies • valuation issues and price adjustment clauses • utilizing family trusts • avoiding attribution issues • alter ego trusts and joint spousal trusts • intra-family succession • section 84.1 re-characterization rules • arm’s length sales of shares • pre-sale purifications • utilizing the lifetime capital gains exemptions • capital gains deferral rules • divisive reorganizations and section 55 • using life insurance to fund taxes on death • non-competition payments and related tax issues • financing considerations • case study illustrating alternative tax consequences • tax checklist COURSE LEADER: GEOFF GARLAND, CA 79 RIP: Tax Compliance Matters Related to Terminal Filing Preparation Course Date: November 3, 2014 Course Code: 1415_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: October 20, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: This seminar will provide a detailed technical review of the numerous issues faced when preparing terminal (year-of-death) filings. The focus is return preparation and general estate planning, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices, and strengthening basic estate planning skills. This seminar will greatly enhance participant’s knowledge in the area of preparing and planning for terminal filings as well as technical skills for general estate planning. WHO WILL BENEFIT: Practitioners who complete individual terminal filings and who are interested in understanding basic estate planning strategies. SEMINAR OUTLINE: • Engagement management • Tax filings on death • Detailed compliance issues • RRSP and deferred income plan rules • General compliance areas • Testamentary trust review • Estate accounting • GST matters • Case study PREREQUISITE: Basic tax knowledge is recommended. COURSE LEADER: BRIAN JANZEN, CA 80 RIP: Estate Planning to Minimize Tax Leakage Course Date: November 4, 2014 Course Code: 1416_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Taxation Member(CA,CMA,CGA) $375 Registration Deadline: October 21, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: This seminar will provide a detailed review of important estate planning matters for practitioners who deal with the owner-managed client. This includes enhanced estate planning skills for the non-specialist practitioner, introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. An important area of the course is to maintain flexibility in the estate plan while the managing estate planning risk. SEMINAR OUTLINE: • Planning for deemed disposition at death • Post mortem planning • Planning and using trusts • The use of life insurance in planning • US estate tax review • Case study WHO WILL BENEFIT: Practitioners who want to assist clients in identifying and addressing estate planning needs for the ownermanager or high net worth individual. PREREQUISITE: Participants should have significant experience in the area of domestic estate planning and should have a good understanding of the testamentary tax rules. COURSE LEADER: BRIAN JANZEN, CA 81 Income Tax Planning Refresher for Corporate Tax: 0nline 3 Course Date: October 20 – December 31, 2014 or Course Code: EL1451 Course Date: January 19 – March 13, 2015 Course Code: EL1461 Location: Online CPD: 14 hours Member(CA,CMA,CGA) $440 Competency: Taxation Non-member: $540 Course Level: Introductory OBJECTIVE: This is a refresher course for those participants who desire to update their knowledge in the various taxes and tax planning that impact the corporate taxpayer. At the end of the two days, participants should have a good understanding of the taxes that impact corporations. WHO WILL BENEFIT: Anyone who is involved in corporate tax matters that desire to expand or update their knowledge in the area of corporate tax. CONTENT: • Organization of the Tax Act as it relates to Corporations • Determination of residency • Review of various income items and deductions not commonly seen • Calculation of corporate taxes • Common definitions under the Income Tax Act that impact a corporate taxpayer including related parties, affiliated parties, and associated corporations • Various sources of income including active business income, investment income, specified investment business and personal service businesses will be discussed • Commonly used corporate reorganization provisions including the use of the section 85 rollover, section 86 capital reorganization, section 87 amalgamation, and section 88 wind-up • Section 84.1 and section 55(2) anti avoidance provisions • Corporate Attribution • Loss utilization • Owner manager remuneration planning • Estate planning • Issues for Buy sell agreements and purchase and sale of business • Acquisition of control • Debt forgiveness ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse INTERNET HOURS: You have two options for managing your Internet hours while working on these sessions: • Study entirely online using the electronic courseware provided • Study part-time online by reviewing seminar materials you download in a PDF document While the suggested CPD credit hours for an E-learning seminar is 14 hours , since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent. HOW PD ONLINE WORKS: 1. You require access to a computer, Internet, and basic computer skills 2. Submit your registration with payment and be sure to provide an e-mail address 3. “Getting Started “ instructions are e-mailed to you along with your Login ID and Password 4. To start your session, follow the step-by-step instructions in the “Getting Started” e-mail 82 Income Tax Planning Refresher for Personal Tax: 0nline Course Date: October 20 – December 31, 2014 or Course Code: EL1453 Course Date: January 19 – March 13, 2015 Course Code: EL1460 Location: Online CPD: 14 hours Member(CA,CMA,CGA) $440 Competency: Taxation Non-member: $540 Course Level: Introductory 3 OBJECTIVE: This is a refresher course for those participants who desire to refresh 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. WHO WILL BENEFIT: Anyone who is involved in personal tax matters who wishes to expand or refresh their knowledge in the area of personal tax. CONTENT: • How to research a tax issue • Determination of residency • Liability for taxes in Canada • Administrative issues • Employment income, benefits and related deductions • Calculations of the various sources of investments income • Taxation of Capital gains • Capital losses and the impact of the stop loss rules • Allowable Business Investment Losses • Attributions rules • Registered retirement pension plans, RRSP’s and individual pension plans • Deferred plans such as TFSA, RESP and RDSP • Rental and farm income • Treatment of shareholder loans • Various deductions from net income such as the capital gains exemption • Calculation of taxes payable, including discussions on tax credits • Taxation of partnerships • Death of a Taxpayer Taxation of family trusts ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse INTERNET HOURS: You have two options for managing your Internet hours while working on these sessions: • Study entirely online using the electronic courseware provided • Study part-time online by reviewing seminar materials you download in a PDF document While the suggested CPD credit hours for an E-learning seminar is 14 hours , since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent. HOW PD ONLINE WORKS: 1. You require access to a computer, Internet, and basic computer skills 2. Submit your registration with payment and be sure to provide an e-mail address 3. “Getting Started “ instructions are e-mailed to you along with your Login ID and Password 4. To start your session, follow the step-by-step instructions in the “Getting Started” e-mail 83 FINANCE 84 Business Valuations: Introduction 1 Course Date: October 14, 2014 Course Code: 1408_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Inn Competency: Finance Member(CA,CMA,CGA) $375 Registration Deadline: September 30, 2014 Non-member: $450 Course Level: Introductory OBJECTIVE: This full day seminar provides participants a practical insight into business valuation. Participants will learn about and apply valuations tools such as multiples and discounted cash flow to business case studies. The seminar also focuses on business valuation interpretation as well as the mechanics of the valuation process. WHO WILL BENEFIT: This seminar will be particularly valuable to members in industry and to practitioners with limited to no valuation experience who are seeking a better understanding of business valuation principles and practices. BENEFITS OF ATTENDING: You will be able to: • Understand the various approaches used in business valuation • Explain how to apply these valuation approaches to a real business • Value a simple company using asset-based valuation methods • Explain how to value a business using “Capitalized Cash Flow (CCF)” and “Discounted Cash Flow (DCF)” valuation approaches • Value a business using market comparables SEMINAR OUTLINE: • Overview of valuation methodologies • Asset based valuation methods • CCF and DCF valuation techniques • Calculating maintainable earnings • Determining capitalization and discount rates • Enterprise value versus equity value • Market valuation approaches using equity value and enterprise value multiples NOTE: • A calculator is required for this course. COURSE LEADER – BILL MATIKO, CA, CBV 85 Business Valuations: Advanced Issues Course Date: October 15, 2014 Course Code: 1409_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA -Training Room Competency: Finance Member(CA,CMA,CGA) $375 Registration Deadline: October 1, 2014 Non-member: $450 Course Level: Advanced 1 OBJECTIVE: Building on the concepts of “Business Valuations: Introduction”, this full day seminar gives participants a more detailed insight into some of the more complex issues associated with business valuations. Participants are introduced to topics such as valuation discounts, valuing intangible assets, and valuing securities other than common shares. WHO WILL BENEFIT: This seminar will be particularly valuable to members in industry and to practitioners who are seeking a deeper understanding of some of the more complex issues surrounding business valuation. BENEFITS OF ATTENDING: You will be able to: • Evaluate a Discounted Cash Flow (DCF) valuation and assess the reasonableness of cost of capital, cash flow, and residual value assumptions. • Identify common errors and pitfalls associated with the business valuation process • Evaluate the impact of buyer intent on the valuation process including assessing the value of potential cost and revenue synergies • Apply various valuation discounts where appropriate • Explain the best practice approach to valuing intangible assets • Understand how to value securities other than common shares such as preferred shares and convertibles CONTENT: • Complexities associated with DCF valuation methods • Valuation and buyer intent – strategic buyers versus financial buyers • Identifying and valuing synergies • Valuation discounts – minority interest, marketability, key person • Valuing intangibles assets • Valuing preferred shares, convertibles securities and stock options PREREQUISITE: “Business Valuations: Introduction” is recommended NOTE: • A calculator is required for this course. COURSE LEADER – BILL MATIKO, CA, CBV 86 Corporate Treasury Management Course Date: October 29, 2014 Course Code: 1456_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Finance Member(CA,CMA,CGA) $375 Registration Deadline: October 15, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: The treasury function has evolved from cash management and insurance to funding strategy, complex risk management techniques and oversight over many aspects of corporate risk management and loss reduction. This course provides the participants with the tools necessary to add value to the treasury function in their organization. WHO WILL BENEFIT: This course will benefit corporate finance and treasury professionals, internal and external auditors, consultants, accountants, controllers and CFOs. The course will be of interest to those looking for an introduction to treasury, as well as practitioners. It provides interesting insights for large organizations with separate treasury departments, as well as for smaller companies where the treasury functions are carried out by finance and accounting staff. Consultants and auditors will also find this course useful in understanding some of the principles surrounding treasury activity and its internal controls and risk management Learning Outcomes: Participants will be able to understand the roles of a modern treasury function/department, including: • Deepen understanding of risk management, including enterprise risk management, financial risk management, and value-at-risk • Understand how current developments in financial markets affect treasury operations • Understand cash management and cash flows • Analyze capital structure and cost of capital • Understand derivatives and when to use them • Improve treasury internal controls and control systems • Key issues in dealing with bankers TOPICS INCLUDE: Treasury overview • Cash management • Funding • Financial instruments and derivatives • Treasury oversight and control • Risk management • Dealing with bankers and lenders • Tips and traps COURSE LEADER – JEFFREY SHERMAN, MBA, FCPA,FCA 87 Improving Financial Performance for Controllers and CFO’s 1 Course Date: October 30, 2014 Course Code: 1457_S Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Finance Member(CA,CMA,CGA) $375 Registration Deadline: October 16, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: There is more and more pressure to do things better, smarter, and cheaper. This course will help the finance professional improve financial performance: • Deal with short-term issues such as reducing expenses and increasing cash flows • Change internal procedures and processes to help the business prosper • Understand the changing business environment to be prepared for the future This fast-paced one-day seminar combines lectures and problem-solving workshops. You will be exposed to novel ideas, hone your analytical skills, and be able to develop practical solutions for your organization. WHO WILL BENEFIT: Financial directors, managers, controllers and CFOs, who want to help their organization survive and prosper, and accountants and consultants who advise clients. TOPICS INCLUDE: 1. Setting the stage • What is different now? • Financial and economic models • Behavioral finance 2. Profit improvement • Cash management • Expenses and soft costs • Banking and bankers • Managing receivables and payables • Capital expenditures 3. Process improvement • Finance and accounting: function and reporting • Internal control and risk management • Practical approach to enterprise risk management • Management tools • Reinvigorating the strategic process 4. Conclusion – ideas to follow up COURSE LEADER - JEFFREY SHERMAN, MBA, FCPA,FCA 88 Due Diligence for Acquisitions 1 Course Date: October 31, 2014 Course Code: 1458_S Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Finance Member(CA,CMA,CGA) $375 Registration Deadline: October 17, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: Due Diligence for Acquisitions focuses on the core part of an M&A project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: providing a basis for pricing the transaction, deciding whether to proceed, and preparing for life after the acquisition is consummated. Participants will be able to deepen their understanding of mergers and acquisitions, understand strategic elements, and know what to look for when undertaking due diligence reviews. WHO WILL BENEFIT: Accountants, managers and executives who have experience in mergers and acquisitions and would like some fresh perspectives, as well as those undertaking due diligence for the first time. The course also benefits those on the receiving end of a due diligence review. LEARNING OUTCOMES: Participants will improve their ability to: • Understand the strategic objectives of a due diligence review • Plan an acquisition • Develop valuation and pricing recommendations • Understand critical issues in confidentiality agreements • Identify key issues in a prospective acquisition TOPICS INCLUDE: • Overview of the due diligence process • Planning the acquisition • Planning the due diligence review • Information and confidentiality • Financial review • Human resources review • Legal review • Operational review • Purchase price and valuation • Reporting • Tips and traps COURSE LEADER - JEFFREY SHERMAN, MBA, FCPA,FCA 89 INFORMATION TECHNOLOGY 90 Excel Financial Reporting and Analysis 1 Course Date: November 13, 2014 Course Code: 1460_S Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Information Technology Member(CA,CMA,CGA) $375 Registration Deadline: October 30, 2014 Non-member: $450 Course Level: Advanced OBJECTIVE: 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. It provides solutions for accountants in the following six major topic areas: advanced techniques for formatting reports and financial statements, assembly and printing of reports and schedules, using templates to automate reporting processes, advanced financial analysis with PivotTables connected to the General Ledger using ODBC, data consolidation, and using charts and digital dashboards for presenting financial information. Participants will have access to sample data files. “This was an outstanding session I would highly recommend.” T.K. “The course was right on target. Great examples for functional application immediately upon return to the office.” W.L WHO SHOULD ATTEND: Those who utilize Excel for preparing and analyzing financial reports. Users of Excel 2007, 2010 and 2013. WHO WILL BENEFIT: Accountants desiring more knowledge in the use of Excel for financial statement preparation and analysis LEARNING OBJECTIVES: ♦ Identify and understand how to format financial statements and other Excel-based reports more effectively with tools such as Custom Formats, Conditional Formatting, the Accounting Format, and Multicolumn line headings ♦ Recognize opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, Linked and Embedded Objects, and saving Excel-based reports as PDF documents ♦ Differentiate between Excel’s default templates and templates for financial reporting and analysis and describe how to create templates and apply them to financial reporting and analysis situations ♦ Describe how Excel features such as Sorting, Data Tables, Subtotal, Filters, and PivotTables aid in financial reporting and analysis and apply each of these tools in context ♦ List four techniques for consolidating data, describe advantages of each technique, and apply each technique when consolidating data ♦ Create Excel-based charts and dashboards to aid in communicating financial data to information consumers, including differentiating between different types of charts and describing the circumstances under which certain types of charts are preferable NOTE: This course will be taught in Excel 2013. Reference will be made to the differences between Excel 2013 and Excel 2010 and 2007. NOT a hands-on course COURSE LEADER – MARION WILLIAMS, FLMI 91 Excel Pivot Tables for Accountants ½ Course Date: November 14, 2014 Course Code: 1461_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Information Technology Member(CA,CMA,CGA) $250 Registration Deadline: October 31, 2014 Non-member: $275 Course Level: Advanced OBJECTIVE: 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 use PivotTables to accomplish data analysis and reporting. This seminar begins with basic PivotTables and progresses throughout the day to advanced PivotTable topics. Specific topics covered in this session include how to build basic PivotTables, grouping and ungrouping data, creating calculated items and fields, and drilling down to underlying details. You will also learn how to build PivotTables consolidated from multiple data ranges and PivotTables dynamically linked to external databases and financial accounting systems in this seminar. Additionally, you will learn how to take advantage of advanced features available in PivotTables, including Slicers and PowerPivot. Course participants have access to all sample data files used in this course. WHO SHOULD ATTEND: Experienced Excel users who use PivotTables currently or want to learn how to use PivotTables. Users of Excel 2007, 2010 and 2013. WHO WILL BENEFIT: Accountants and other professionals who want to use the power of Excel PivotTables to analyze and summarize data LEARNING OBJECTIVES: ♦ Identify and define the six main elements of a PivotTable report and describe how they are used when creating basic PivotTables; describe How to Group and Ungroup Data in PivotTables, How to Use Field Settings to Alter the Data Displayed, How to Sort and Filter Data in a PivotTable, and How to Update the PivotTable for Changes in the Underlying Data ♦ Describe how to import PivotTable data from an accounting system and prepare the data to be used in the PivotTable; additionally, describe how to use Tables and Named Dynamic Ranges as sources for PivotTables ♦ Define Consolidation PivotTables, describe how to construct Consolidation PivotTables, and identify the advantages of using Consolidation PivotTables in lieu of other consolidation techniques ♦ Describe how to make calculations in PivotTables using techniques such as Calculated Items, Field Settings, Calculated Fields, Modifying Show Data As options, and New Percentage Options in Excel 2010 ♦ Describe how to create PivotTables in enterprise-class organizations using PowerPivot and Slicers ♦ Explain how to analyze data in PivotTables using tools and techniques such as Sorting, Filtering, Extracting Data with GETPIVOTDATA, and working with PivotCharts ♦ Describe how to apply specific PivotTable techniques to solve problems in areas of PivotTable Formatting, Reporting Report Filters as Separate Reports, Removing Ghost Items, Grouping Data into Fiscal Quarters and Fiscal Years, and Keeping PivotTable Row Order Intact This course will be taught in Excel 2013. Reference will be made to the differences between Excel 2013 and Excel 2010 and 2007. COURSE LEADER – MARION WILLIAMS, FLMI 92 Word, Outlook & Power Point-Tips and Tricks for Enhancing Productivity ½ Course Date: November 14, 2014 Course Code: 1462_S Course Time: 1:00 pm to 4:30 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Information Technology Member(CA,CMA,CGA) $250 Registration Deadline: October 31, 2014 Non-member: $275 Course Level: Intermediate OBJECTIVE: Most likely you work with Microsoft Office Word, Outlook, and PowerPoint frequently, yet probably have never received any training on how to use these tools to their fullest. In this half-day session, you will learn the best ways to work with Word, Outlook, and PowerPoint, and increase your productivity in the process. Among the topics covered in this seminar are Styles – Word’s best feature; exporting a Word document to a PowerPoint presentation; how to manage the email avalanche in Outlook; and using Office Web Apps, SkyDrive, and SkyDrive Pro to work with your data anytime and anywhere. Do not miss this chance to ramp-up your Microsoft Office productivity by learning the best practices for working in Word, Outlook, and PowerPoint. This course is new for 2014! WHO SHOULD ATTEND: Accounting and financial professionals who want to learn more about using Outlook, Word, and PowerPoint in their business LEARNING OBJECTIVES: Upon completing this course, participants should be able to: ♦ Describe how to increase efficiency by using key, accountant-centric features in Word, Outlook, and PowerPoint ♦ Discuss the advantages and risks associated with storing Microsoft Office information in the Cloud ♦ Discuss how to incorporate Office Web Apps into an overall strategy for working with Microsoft Office ♦ Integrate data between various components of Microsoft Office Note: This course will be taught in Word 2013. Reference will be made to the differences between Word 2013 and Word 2010 and 2007. COURSE LEADER – MARION WILLIAMS, FLMI 93 Cloud Computing 1 Course Date: February 24, 2015 Course Code: 1450_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA - Training Room Competency: Information Technology Member(CA,CMA,CGA) $375 Registration Deadline: February 10, 2015 Non-member: $450 Course Level: Intermediate OBJECTIVES: The Future is Here! “Cloud Computing.” You’ve heard the term, but what does it really mean and how will it impact you both personally and professionally? In this seminar, you will learn the fundamentals of cloud computing, including what cloud computing really is and how it differs from hosted services. The course then shifts into a discussion to help you understand if cloud computing might be right for your organization or for your clients. From there, you will learn about the leading providers of cloud-based services and which of their solutions might be right for your organization or for your clients. Additionally, during the seminar you will learn how to migrate to cloud-based solutions and how to avoid the major pitfalls along the way. In this seminar, leading solutions from organizations such as Azure, Microsoft, Google, Zoho, Thomson Reuters, CCH, Intuit, Intacct, Sage, Salesforce.com, Wave, XCM Solutions, Bill.com, VMWare, Amazon, Concur, Cloud9 Real Time, OfficePort and many others will be reviewed to help you understand the opportunities that exist today to move your organization forward and begin increasing the return on your investment in technology. A special focus of this seminar is the impact that cloud computing will have on the accounting profession, regardless of whether you work in public accounting, industry, or for governmental, educational, or not-for-profit institutions. Don’t miss this chance to learn about cloud computing and the potential for you to improve information services within your organization while improving efficiency and driving down costs! “Excellent presentation – very practical.” J.B. WHO SHOULD ATTEND: Accountants and other business professionals who wish to enhance their knowledge of leading-edge technologies such as cloud computing WHO WILL BENEFIT: Accountants and other business professionals who want to learn more about cloud computing and how it will affect them LEARNING OBJECTIVES: ♦ Distinguish between cloud computing, virtualization, and hosted services ♦ Determine if cloud computing is right for your organization ♦ Identify the major cloud computing, hosted services, and application service provider vendors and the key solutions provided by each of these vendors ♦ Develop a road map for selecting a cloud-based solution and migrating to it ♦ Recognize the potential pitfalls associated with cloud-based solutions – such as security and data availability – and identifying means of avoiding these hazards ♦ Investigate data storage in the cloud Not a hand’s on course COURSE LEADER – WARD BLATCH, CA, MCSA 94 Excel Advanced Course Date: February 25, 2015 Course Code: 1451_R Course Time: 8:30 am – 4:30 pm CPD: 7 hours Location: REGINA - Training Room Competency: Information Technology Member(CA,CMA,CGA) $375 Registration Deadline: February 11, 2015 Non-member: $450 Course Level: Advanced 1 OBJECTIVE: Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files. “Very effective presentation – great material & reference book.” D.M. “The most enjoyable and productive course I have ever taken to improve my technology and productivity skills.” M.G. WHO SHOULD ATTEND: Users of Excel 2007, 2010 and 2013. WHO WILL BENEFIT: Accountants who work with Excel and who want to learn all of the best features and functions LEARNING OBJECTIVES: ♦ Describe best practices for securing and collaborating Excel workbooks, including Encryption, Digital Signatures, Sharing and Merging workbooks, and Publishing Excel workbooks to SharePoint ♦ Describe Tables and understand how to use Table names, Turn a Table into a Range and Analyze the Data using Filtering and Sorting, Structural Reference and Advanced Filters ♦ Explain how to import data from Text files, XML files, Access tables, and ODBC and MS Query and then use Data Cleanup Tools such as Text to Columns and Transposing Columns and Rows ♦ Use advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create and audit complex formulas ♦ Describe advanced data analysis techniques such as Data tables, Subtotals, Filters, PivotTables, and PivotCharts ♦ Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information This course will be taught in Excel 2013. Reference will be made to the differences between Excel 2013, Excel 2010 and 2007. COURSE LEADER – WARD BLATCH, CA, MCSA 95 PROFESSIONAL SKILLS 96 The Challenge of Real Leadership How to have the Courage to Take it Personal 1 Course Date: October 14, 2014 Course Code: 1454_S Course Time: Location: Member(CA,CMA,CGA) 8:30 am to 4:30 pm SASKATOON – Park Town Hotel $375 CPD: Competency: Registration Deadline: 7 hours Professional Skills September 30, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: Every day you experience the uncertainty, risk and emotional exposure that define what it means to be a leader. Leadership without question requires that you put yourself out there and risk criticism and even failure. When you step back and examine your, the most common thing people say is that they wished they had taken more risks … and those risks are usually about having the guts to do, say and live what mattered to them; to give up approval and risk rejection if that was required. The greatest discomfort is in knowing that you could have done more, played harder, been on the field and took the chance to make a real difference. This seminar is about taking leadership personal and tapping into your own reasons for getting out of bed each day. REAL LEADERSHIP: WHAT IS IT? • Why does YOUR Leadership Matter Now? • Knowing the Heart and Mind of Inspirational Leaders • Tapping Into Your Personal Reasons and the Story of Your Leadership • Authentic Leadership Continuum … Where do YOU Fall on the Line? • The Pleaser Leader, Professional Leader and REAL Leader • Payoffs, Costs and Consequences to Each Place on the Real Leadership Continuum • Examining the Blocks to Authentic Leadership and How to Move to Center • Curiosity, Expression and Impact - Tools and Strategies to Find Your Leadership Voice • Staying on the Path of Consciousness and Choice … It’s Simpler than it Sounds Day 1 of a 4 day leadership program which can be taken together or as a standalone 1 day seminar. ENGAGEMENT IS EMOTIONAL • Two Things That Matter - Good Feelings Lead to Positive Action, Bad Feelings Lead to Bad Action or No Action • The Observer Effect - What You Notice as a Leader Gets Bigger • Pay Attention Positively - Five Ways to Do This Daily • Take Responsibility for Your Emotional Wake • Use the Power of Positive Emotional Contagion … Learn to Spread Good Energy BELIEFS, PERSPECTIVE AND ATTITUDE • Pay Attention to Your Script • The Stories You Tell Matter • OAR Model - Observer - Action - Results … • Four Ways to Shift Your Observer - Gratitude (How can I make a difference today?) Context, Compassion and Connection and Letting Go • Ten Things to Let Go Of ( What People Think, Perfectionism, Powerlessness, Fear, Need for Certainty, Comparison, Status and Looking Good, Anxiety, “Shoulding on Yourself” and Control) TOOLS TO SUPPORT REAL LEADERSHIP AND PERSONAL TRANSFORMATION • Your Leadership Vision • Your Leadership Theme Articulated • Your Personal Leadership Manifesto DEVELOP A LEADERSHIP PRACTICE • “You don’t rise to the occasion; You sink to your level of practice.” • How do You Start the Day? (Mindfulness, Intention, Projection) • Recover, Recover, Recover - The Most Important Skill - Learn New Methods for Recovery • How do You End Your Day? (Recap, Three Questions to Celebrate what You did, Three Up - Three Down) • How to Protect Your Confidence … It’s Your Most Valuable Resource • Personal Accountability - Ten Questions OUTCOMES: • Leaders who know and act on the key inspirational factors for today's workforce • More energized, confident, optimistic, alive, purposeful passionate and engaged employees • More employees and leaders reporting higher levels of satisfaction with the organization • A Corporate Culture that attracts, retains and engages people who perform at the highest level • Greater organizational and individual success and satisfaction COURSE LEADER – TAMMY ROBERTSON, MA 97 The Challenge of Real Engagement How to Motivate, Inspire and Bring out the Best in People Course Date: October 15, 2014 Course Code: 1455_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: October 1, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: Would you like to know how to truly inspire your people to dig in, see the possibilities and innovatively create the future? How can you increase the focus and capacity of your leaders and front line employees? How do you get people to embrace and drive real change? Add solid value? See better results? If you are asking these questions you are not alone. Leaders today are urgent for solutions that can be applied in the real world, by real people in real time. Effective inspiring leadership centres around three things ... getting to the core issues, identifying the challenges, exploring possibilities for effective action and holding people accountable to big positive impact. COMPELLING CULTURES: • A Look at the Research … What’s Up? • Why People aren’t 100% Engaged? • Value Shift: 6 Expectations of the New Workforce • Leadership Questions to Ask around Meaning, Learning, Partnership, Trust, Balance and Fun INSPIRATION VS MOTIVATION: IS THERE A DIFFERENCE AND DOES IT MATTER? • What it means to be an Inspirational Leader and How to Inspire • The Three Keys to inspirational Leadership: Authentic Presence, Self Direction and Full Engagement • Generational Challenges: What Every Generation Wants • The Supreme Value of Acknowledgment and Appreciation • What Does it Really Look Like? • Ways to Build Your Employees sense of Importance STRATEGIES FOR OVERCOMING TEAM DISENGAGEMENT • 6 Ways to Build More Trust in Your Team • Master Conflict - Get Comfortable being Uncomfortable • Mine for Conflict • Adopt Two Rules that Allow People to Surface Challenges and Feel Heard • Avoid “Yabuts” … Use “Yes, and …” • Build the Foundation for Commitment - Clarify Team Principles • Use the Disagree and Commit Philosophy • Use one Key Question to Focus Energy and Effort • Three Strategies for Team Accountability • Focus on Results Day 2 of a 4 day leadership program which can be taken together or as a standalone 1 day seminar. MAKE TIME FOR PLAY ... SERIOUSLY • Recognize the Absurd • Be in the Moment - Where the Humour Lives PRACTICAL APPLICATIONS FOR INSPIRATION • Toolbox of Ideas for Bringing to Life the 6 Expectations • More Ideas For Holding Yourself Accountable to Your Own Growth - Pick Two or Three to Work On • Ten Questions for Accountability OUTCOMES: • Leaders who know and act on the key inspirational factors for today's workforce • More energized, confident, optimistic, alive, purposeful passionate and engaged employees • More employees and leaders reporting higher levels of satisfaction with the organization • A Corporate Culture that attracts, retains and engages people who perform at the highest level • Greater organizational and individual success and satisfaction COURSE LEADER – TAMMY ROBERTSON, MA 98 The Challenge of Real Conversation, Connection & Influence How to Move from Corporate Communication to Organizational Conversation Course Date: December 3, 2014 Course Code: 1467_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: November 19, 2014 Non-member: $450 Course Level: Intermediate 1 OBJECTIVE: How can you get people to contribute more and love it? How do the most powerful communicators do it? How can you connect and influence people to get excited about taking bold positive action? RealTalk goes beyond the mechanics of good communication and gets to the heart and soul of real connection? It is a conversation practice that will help you build relationships with the important people in your life and strengthen the, connection, trust and respect with your employees and partnerships. Moving from Corporate Communication to Organizational Conversation is critical to helping you as a leader, meet the challenge of engagement. HAVE YOU EVER ASKED THESE QUESTIONS? • How can I get people to speak up and share their thoughts, feelings and ideas? • How can I reduce the fear and increase the desire to speak up? • How do I listen in a way that demonstrates respect and builds trust? • How do I help people to think better, get clear, and feel confident about their ability? • How do I stop giving advice and influence others more powerfully? • How do I stop owning others people’s problems and over-selling and directing? • How can I help others commit to taking action they are excited about? • How do I build teams that are totally engaged and excited about what is still possible? Day 3 of a 4 day leadership program which can be taken together or as a standalone 1 day seminar. KEY TOPIC AREAS: • Corporate Communication vs Organizational Conversations: What is the difference? • Qualities of the Best Communicators: What do they Know and Do Different? • Wired For Connection … What’s the Problem? Why are we so Disconnected? • Bringing YOURSELF to the Conversation … Thoughts, Feelings, Beliefs =Impact • #1 Thing People Want from their Leaders – Authentic Presence • The One Thing People Need to Speak UP! • Eliminating Roadblocks to Full Engagement, Problem Solving and Conflict Resolution • Three Keys to Inspirational Connection and Influence • ShowStoppers – Words and Phrases that Shut People Down • Become a MQA – Master Question Asker • Take Responsibility for Your Emotional Wake – Understand and Take Advantage of Emotional Contagion • Notice the Impact of Brief Conversations • When the Pressure is ON and the Stakes are High … Learn How to Hang onto Yourself • Use the Align and Build Conversation to Make Things Happen • Ways to Change the Context of a Conversation to Create Safety, Openness and Build Trust • Five Conversation Strategies that Build Great Teams BuildTrust – Personal History, The Great 8 Questions, Walk the Line, Attribute Postive Intent, Leader Goes First, Leader Goes Last Master Conflict – Get Comfortable Being Uncomfortable, Mine for Conflict, Adopt Two Rules, Acknowledge, Acknowledge, Acknowledge, Avoid Yahbuts, Use a Simple Feedback Model Achieve Commitment – Clarify Team Principles, Clarify Organizational Purpose, Guiding Principles and Strategy, Use the Disagree and Commit Philosophy, Use One Key Question Embrace Accountability – Use Peer to Peer Accountability, Get Above the Line, Ask Yourself 10 Daily Questions Focus on Results – Establish a Team Scoreboard OUTCOMES: • Leaders who know and act on the key inspirational factors for today's workforce • More energized, confident, optimistic, alive, purposeful passionate and engaged employees • More employees and leaders reporting higher levels of satisfaction with the organization • A Corporate Culture that attracts, retains and engages people who perform at the highest level • Greater organizational and individual success and satisfaction COURSE LEADER – TAMMY ROBERTSON, MA 99 The Challenge of Real Balance 1 How to Make it all Work Course Date: December 4, 2014 Course Code: 1468_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: November 20, 2014 Non-member: $450 Course Level: Intermediate OBJECTIVE: If you are in pursuit of down-to-earth, practical and sincere methods of balancing all the demands and responsibilities in your life, work and family it’s time to find some answers. The realization that we can’t have everything, and that speed isn’t the answer has fuelled the search for insights and strategies that can make an honest difference. This program will help you decrease the burden of stress and guilt, become more focused and committed to your important goals and values, and magnify the satisfaction and fulfillment you get from both home and work life. You will leave with insights, tools and strategies to slow down, let go, be present, stay focused, create boundaries, lighten up, build resilience and sustain your enthusiasm for life! PRACTICE RIGOROUS SELF-CARE • Slow Down, Work More Intensely and Recover More Deeply • How are You Investing In Your Capacity for Contribution? How will you Sustain Energy and Performance Over the Long Haul? (Personal Assessments) • Choose Rituals Focussed on Renewal … What do You do In a Day that Rejuvenates You? • Get Good at Renewal …The Higher the Demand The Greater and More Frequent the Need for It • Change and Create New Habits … Practical Suggestions and Ideas • Why Sleep is the Most Important Self-Care Choice For People Today … What Not Sleeping is Doing to You • Exercise, Nutrition … How to Pre-Decide so That You Are Not Continually Trying to Resist Doing It • Know What Small Things Inspire You … Know What the Big Things Are Too - Write a List of Ways to Stay Excited and Invested in Life and Work … This Will Surprise You • Above or Below the Line? Talk about Accountability and Develop a Practice to Keep it Alive • Use Ten Powerful Questions to Hold Yourself Accountable LEARNING TO BE PRESENT • End Permanent Urgency and Endless Distraction: The Cost is Less Capacity for Focused Attention, Less Time for Any Given Task, and Less Opportunity to Think Reflectively and Long Term • Stop Multi-tasking …Do One Thing at a Time with Absorbed Attention • Reduce Worry, Anxiety and Guilt : Get Out of Your Head and Into Right Here Now … There is no Pain in the Moment • Stop Being Over-informed and Under-reflective: Learn to Think Better by Becoming More Aware and Responsive • Choose to Be More Present by Re-engaging Your Senses … Move Out of Numbness • Learn Simple Strategies to Stay Centered and Grounded Regardless of What’s Going On Around You • Embrace It All – Practice Three Skills Needed to Stay Open to Life – Attention, Intention, No Tension MOVING TO FULFILLMENT - ELIMINATING STRUGGLE • Strategies To Slow Down And Reclaim Peace And Ease • Three Signs Of Fulfillment; Contentment, Calmness And Connection • Strategies To Help You Banish Guilt Forever And Stay Present • Build Boundaries Around Your Time, Set Some Policies And Regain Control • Peace Without Struggle - Let Go Of Worry, One Step At A Time, Deal With What Comes • Protect Your Sanity: Use Rituals To Rejuvenate And Stay Connected To What Matters • Forget Quantity Or Quality It's Connection That Counts: How To Keep Relationships Vital • Delight Everyone - Even Yourself! Never Miss An Opportunity To Laugh • Live Above The Line - Experience The Freedom Of Accountability Day 4 of a 4 day leadership program which can be taken together or as a standalone 1 day seminar. OUTCOMES: • Leaders who know and act on the key inspirational factors for today's workforce • More energized, confident, optimistic, alive, purposeful passionate and engaged employees • More employees and leaders reporting higher levels of satisfaction with the organization • A Corporate Culture that attracts, retains and engages people who perform at the highest level • Greater organizational and individual success and satisfaction COURSE LEADER – TAMMY ROBERTSON, MA 100 Effective Management Skills 1 Course Date: January 20, 2015 Course Code: 1410_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 6, 2015 Non-member: $450 Course Level: Introductory/Intermediate OBJECTIVE: The enhancement of the tactical managerial/coaching skills WHO WILL BENEFIT: Anyone responsible for managing others who wants to learn to bring the best out in their people while optimizing their performance BENEFITS OF ATTENDING: This is a fast-paced, high energy, interactive (no role plays) and highly practical learning experience. The participants will learn how to drive high degrees of engagement, delegate / empower and provide meaningful feedback to their people. CONTENT: Creating a Culture of Engagement & Teamwork What engagement really means How to measure engagement Factors build engagement; and factors that erode engagement Understanding group dynamics and how to develop team synergy The 11 characteristics of high performance teams (assessment tool) Developing clear performance expectations for the team The four core elements of a high performance team The most common team pitfalls and how to avoid them The seven roles of a highly effective team leader Delegation & Empowerment The principles of effective delegation … The truth about empowerment What empowerment really means and why it is so important The complete 7 step delegation process The risks and restrictions of empowering people How to determine how much freedom and latitude to give an employee How to create clear “outcome-based” performance expectations A tool to determine what performance feedback is appropriate How to facilitate a problem solving process to prevent reverse delegation Coaching & Feedback skills • How to ensure what you say “sticks” with people delivering your message in a manner that optimizes clarity of understanding • The essential difference between influence and persuasion • How to plan and prepare for delivering difficult Re-directive feedback • How to deliver Re-directive feedback in a manner that no one gets hurt • The four steps and four levels of Re-directive feedback • How to deliver Re-enforcing or positive feedback in a meaningful manner COURSE LEADER – GREG CAMPEAU, B. Comm 101 Winning Edge Negotiation Skills 1 Course Date: January 21, 2015 Course Code: 1441_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 7, 2015 Non-member: $450 Course Level: Introductory/Intermediate OBJECTIVE: The truth is that in our professional lives we don’t get what we deserve – we get what we negotiate. Are you finding your customers, clients, employees or boss or employers increasingly demanding, wanting more for less? Do you ever feel that you are being taken advantage of? Are you currently being underpaid for your skill and expertise? We all know that it is the give and take of negotiations that allows problems to be solved, decisions to be made and needs to be satisfied in both our professional and personal lives. But we also all encounter people that have no intention of bargaining in good faith … So now what? Come learn a proven method that is not designed to win over your opponent but rather to win your opponent over. WHO SHOULD ATTEND: Anyone who negotiates with customers, clients, employees, or employers. Whether you are negotiating within on-going relationships or one time deals, whether you are involved in formal negotiations or just looking to get your needs met more consistently everyone can benefit from this powerful and practical leaning experience. BENEFITS OF ATTENDING: st Achieving success in this increasingly interdependent workplace of the 21 century requires a new set of core competencies and the ability to negotiate effectively, to get your needs met while maintaining and even enhancing the quality of the relationship is at the top of the list. In this seminar you will learn a proven, practical step-by-step approach to win-win negotiations and how to protect yourself from “hardball” negotiators. CONTENT: • The most common negotiating mistakes people make and how to avoid them • Understanding the difference between Collaborative “win-win” and Competitive “hardball” negotiations and how to know what game you are playing • The characteristics of highly effective negotiators • Understanding the different sources of negotiating power • How to strengthen your bargaining position • How to create an open communication flow that allows you to deeply understand the other party • The 5 steps process to quickly and effectively plan and prepare for your negotiations • How to determine your “walk-away point” • How to defend yourself against “hardball’ negotiators • How to counter the 5 common manipulative strategies being used against you • How to create win – win outcomes that ensure the other party lives up to their end of the bargain COURSE LEADER – GREG CAMPEAU, B. Comm 102 Time Management for 21st Century Professionals 1 Course Date: January 22, 2015 Course Code: 1442_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 8, 2015 Non-member: $450 Course Level: Introductory/Intermediate OBJECTIVE: st Feeling caught between a clock and a hard place? The “time management” challenges of the 21 Century workplace are very different than industrial age - old solutions don’t work anymore! In this leading edge Time Management Workshop you will gain a new mind-set, skill set and tool-set that will optimize your personal productivity learning how to produce greater results in less time. WHO SHOULD ATTEND: Anyone who does not think they have enough time to attend this workshop BENEFITS OF ATTENDING: • Participants will gain valuable insights into themselves and their behaviors. The enhanced self understanding allows participants to leverage a new perspective that provides increased personal productivity and life balance • Participants learn how to gain and keep control of competing priorities, concurrent projects and critical deadlines resulting in greater peace of mind • The focus on practicality means that people walk out with ideas and techniques they can apply the next day and will last a lifetime … The ROI from this workshop is exceptional and immediate • Participants will leave energized to implement valuable new strategies, tools and techniques CONTENT: • The 4 vital productivity principles that are the key to achieving optimum levels of personal productivity • What “wasted time” really is … What it really costs you, and how to minimize it • How to “stay on track” and prevent people from taking control of your day • How to implement workload reduction strategies by re-engineering your job • The 3 essential questions you need to ask to create a “Not To-Do list” • How to create “to-do lists” that really work! …The secret to overcoming “to-do list” frustration • How to successfully set and manage multiple and constantly shifting priorities • 14 tips that allow you to schedule your time for optimum productivity and flexibility • Proven techniques for minimizing interruptions and how to control their duration • The truth about “multi-tasking” … When is it OK and when does it become counter-productive • 2 dynamite techniques that unleash your creativity when planning tasks and projects • The 4 core components required to create an airtight system ensuring nothing falls through the cracks • Tips, tactics and techniques to help tame the email monster • How to make meetings work … Strategies and tactics for creating meaningful meetings that are highly productive, stay on track and finish on time. COURSE LEADER – GREG CAMPEAU, B. Comm 103 Smoke & Mirrors ½ Financial Myths that will Ruin Your Retirement Dreams Course Date: January 22, 2015 Course Code: 1474_S Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $225 Registration Deadline: January 8, 2015 Non-member: $275 Course Level: Introductory OBJECTIVE: Ever get confused about your own retirement plans? Are you on track to retire when you want to? Should you invest or pay down debt? How well have your investments really done? If you read the papers and listen to the “experts” you’ve heard the standard answers: start saving early and maximize your contributions each and every year no matter what, trust the stock market and mutual funds for the best returns, put your faith in a financial advisor. But what if those answers are wrong? Much of this traditional advice comes from people with a conflict of interest. Many are simply trying to sell you financial products that make them money … at your expense. This course is designed to cut through the sales pitches and give you the tools, the time, and the inspiration, to make solid decisions that make sense because they are based on pure accounting logic. This course will be presented by David Trahair, CPA, CA and author of the National Bestseller Smoke and Mirrors: th Financial Myths That Will Ruin Your Retirement Dreams. Each attendee will receive a copy of the latest (8 ) edition of the book. WHO WILL BENEFIT: Those in public practice and industry interested in planning for their own retirement or helping others do the same. LEARNING OUTCOMES: You’ll see a demonstration of several Excel spreadsheets that you will be given free to help with your own financial planning. The Personal Rate of Return Calculator spreadsheet will allow you to figure out the key figure in all your personal retirement planning - your own personal rate of return on investments (after fees). The Retirement Optimizer spreadsheet will allow you to figure out how much you’ll need to retire and whether you are on track to get there. It will project your income from all sources (RRSP, RRIF, CPP, OAS, investments, part-time employment etc.) to see if you will have enough – or maybe too much. The Car Lease versus Buy Calculator spreadsheet will let you make this important decision. Find out why I leased the first car in my life after writing the chapter on the subject and using this spreadsheet. TOPICS INCLUDE: • If I had $1,000,000 I could retire. Find out why you might be fine with much less than a million put away. We’ll look into the rule of thumb that you’ll need 70% of your pre-retirement income to retire well. • RRSPs are the Holy Grail of Retirement. Find out why they are not. We’ll explore a simple alternate strategy that is guaranteed, has no-risk, and eliminates fees. • Don’t worry about your investments: You’ll be fine in the long run. Discover why nothing could be further from the truth. We’ll look at average investment returns versus actual personal returns and why you may not be making the 8 to 10% a year they often talk about. Find out what your adviser doesn’t want you to know … your own investment personal rate of return. • We Have Met the Enemy, and he is the Tax Collector. Interested in reducing your taxes? Of course you are, but you may be sabotaging your personal finances in the process. Find out why tax shelters may be dangerous to your health. • Secure your financial future: Buy life insurance. You’ll find out about complicated life insurance options like universal and whole life – and why to avoid them. COURSE LEADER – DAVID TRAHAIR, CPA,CA 104 Enough Bull How to Retire Well without the Stock Market Course Date: January 22, 2015 Course Code: 1475_S Course Time: 1:00 pm – 4:30 pm CPD: 3.5 hours Location: SASKATOON – Park Town Competency: Professional Skills Member(CA,CMA,CGA) $225 Registration Deadline: January 8, 2015 Non-member: $275 Course Level: Introductory ½ OBJECTIVE: The stock market crash of 2008 has proven one thing: traditional retirement planning advice is way too risky. Trusting the stock market is like gambling with your family’s future. But how do you responsibly plan for retirement without the possibility of losing up to 50% of everything in a short period of time? The answer is simple and it will be laid out in this course. WHO WILL BENEFIT: Those interested in helping themselves, their friends, family and clients to retire well without having to take excessive risks. LEARNING OUTCOMES: We’ll start with what should be the number one rule of personal finance: avoid any strategy that can lead to personal financial disaster. You’ll learn all about the different types of cons and scams that trap many people including those of Carlos Ponzi and Bernard Madoff. One of the keys to retirement planning is to find a solid, reputable, fully licensed investment advisor. We’ll go through the detailed steps of how to find one in your city. This will include making sure they are licenced, checking their background and designations, and determining how they charge. And if you already have one, you’ll learn how to make sure they are worthy of your business. If you can’t find a good advisor you can trust, the alternative is to handle your own investments. The course will also address this option. We’ll look at ways to compare investment products to maximize returns while reducing costs and how to open a discount brokerage account. You’ll also discover how to invest in 100% safe investments that can never decline in value. We’ll compare returns of the stock market to simple GICs over the last decade and longer. We’ll also look at who is insuring your investments including the Canada Deposit Insurance Corporation (CDIC) and others. Participants will receive a copy of David Trahair’s book Enough Bull: How to Retire Well without the Stock Market, Mutual Funds or even an Investment Advisor and a copy of the “Money Maximizer” Excel spreadsheet that allows you to compute your family’s taxable income, income taxes and resulting after-tax cash with various scenarios. TOPICS INCLUDE: • The laddered GIC Strategy. How to use this strategy of rolling over shorter term GICs to 5-year GICs to maximize your retirement savings with zero risk. • The Canada Pension Plan. When to elect to start receiving the CPP pension (as early as age 60) and the new rules regarding the early election penalty etc. • Can anything beat an RRSP? We’ll compare things like equity investing outside versus inside an RRSP, TFSAs, rental properties and more. • Getting out of mutual funds. Getting out of the mutual funds is messy and probably the hardest part of getting to a safe investment portfolio. We’ll look at how to do it efficiently. • The “Tax Turbo-Charged RRSP”. Consider the alternative to the traditional advice to invest in RRSPs early by waiting until later in life, when all debt is gone. COURSE LEADER – DAVID TRAHAIR, CPA,CA 105 Crushing Debt What They Aren’t Telling You about Canadian Government, Bank and Household Debt Course Date: January 23, 2015 Course Code: 1476_S Course Time: 8:30 am – 12:00 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $225 Registration Deadline: January 9, 2015 Non-member: $275 Course Level: Introductory ½ OBJECTIVE: In a recent 2012 KPMG Business Leaders Survey, just over one-half of respondents said they believe we are entering a second Great Depression. Are things really that bad? This course will investigate all there is to know about debt in Canada and the world today with a view to arming ourselves for what might come next. WHO WILL BENEFIT: Those who are interested in understanding the ins and outs of debt in order to help their friends, family and clients plan for the future. LEARNING OUTCOMES: The world’s finances are in a mess. Massive bailouts by the IMF and the European Union have been necessary to save countries including Greece, Ireland and Portugal. Spain or Italy may be next. Many foreign financial institutions did not survive the economic meltdown that began in the fall of 2008. In the U.S. the investment banking industry only survived because of a government bailout to the tune of over $1 trillion. That came from a government that is already insolvent. Where is the world, and specifically Canada headed? Can perpetual government deficits continue? How well prepared is our country, our banks and our households? The Governor of the Bank of Canada as well as the Federal government have been warning us that household debt levels are at dangerous levels. In fact our household debt to income ratio has risen to 165%. That’s higher than our U.S. neighbours for the first time in history. It looks like we are on a slippery slope of debt dependency. Participants will receive a copy of David Trahair’s book Crushing Debt: Why Canadians Should Drop Everything and Pay Off Debt. TOPICS INCLUDE: • The U.S. subprime mortgage meltdown. We’ll look at why it happened, where it stands now and whether a similar thing could happen in Canada. • Canada’s financial condition. We’ll look at the 2012 audited financial statements of our country and take a cold hard look at our financial position, our historical annual and accumulated deficits compared to other countries including the U.S. to determine the future impact to us as business people and individual investors. • The stability of our “Big 6” chartered banks. We’ll analyze their financial statements and our regulatory environment to determine why they survived when hundreds of U.S. banks did not. What shape are they in now? Which are strongest? We’ll analyze their debt/equity ratios, return on equity as well as other measures to determine what the future holds for them. • Household debt in Canada. We’ll take a look at the balance and composition of the debt levels of the average Canadian. • Human nature and debt. We’ll look at the issue by considering questions including - Why do people get into debt so easily? What conditions are catering to this addiction to debt and making it worse? How can we change our habits so we are no longer living on debt? What does retirement look like for people that are carrying debt? • How to find out and improve your credit score. You’ll learn how to get your credit report free of charge and how to find out your credit score. We’ll also delve into the little-known secrets about cranking up your score so you can reduce the amount of interest you pay. • The options for people in debt trouble. We’ll learn how to get out of debt using a debt consolidation loan or with the help of non-profit credit counselling agencies. We’ll also look at making a Consumer Proposal and bankruptcy. • How to track your finances. We’ll learn how to reduce debt by zeroing in on your spending by tracking your family’s finances. COURSE LEADER – DAVID TRAHAIR, CPA,CA 106 The Simplest Personal Finance Strategy Ever: Cash Cows, Pigs & Jackpots Course Date: January 23, 2015 Course Code: 1477_S Course Time: 1:00 pm – 4:30 pm CPD: 3.5 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $225 Registration Deadline: January 9, 2015 Non-member: $275 Course Level: Introductory ½ OBJECTIVE: The previously accepted method of building wealth doesn’t work anymore. The plain honest truth when it comes to personal finances is very simple: Our quest to build wealth and secure a comfortable retirement often ends up making us poor and others rich. This course will explore what to do about it. WHO WILL BENEFIT: Those interested in helping themselves, their friends, family and clients to focus on what really matters in their lives – not building wealth, but ensuring cash flow. LEARNING OUTCOMES: We are persuaded that the way to get wealthy is to build our assets and net worth, since that is the “true” measure of wealth. So we end up trying to build our assets – we load up on real estate – we buy big houses and rental properties. We put money into the stock market, many of us using expensive mutual funds. And many of us use debt to do the building. But you know what? The strategy is deeply flawed. It’s faulty logic that is sending many Canadians, and people around the world, on a journey to the poorhouse. That’s because it ignores the one thing that over-rides any strategy designed to build wealth. It ignores the basic principle that has always existed. It ignores the base logic that anyone who is truly rich knows. It is this: what we should really be focused on is not getting rich but plain old CASH FLOW. Participants will receive a copy of David Trahair’s new book Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever. TOPICS INCLUDE: • The Cash Cow Strategy. An explanation of how to employ this simple strategy in your daily life. • Your Biggest Cash Cow. How to identify your greatest source(s) of cash and make sure they keep on giving. • The Cash Cow Decision Maker: A spreadsheet designed to allow you to play with alternatives to maximize your family cash flow over your life by deciding where to put your hard-earned money. • The House Rent versus Buy Analyzer. A spreadsheet to determine whether buying or renting a house is the better option. This tool is especially useful for the next generation – use it to help your kids make this key choice. • The Condominium Conundrum. A primer on what is involved in purchasing a condo either as a first home or rental property and the extreme risks that exist. • Inflation. How they measure the CPI index. Explanations of deflation and the real monster - stagflation. • Canada Pension Plan. A review of the rocky history, the formation of the CPPIB and the current surplus and investment strategy (hint: it’s solid). We’ll also look at how to calculate how much you will get from your CPP when you retire. • Old Age Security. Review of the new changes including extending the starting age to 67. • Cash Flow for Life. A look at converting your RRSPs to annuities versus RRIFs. • The Inheritance Jackpot. How to make sure inter-generational money does not “slip through the cracks.” COURSE LEADER – DAVID TRAHAIR, CPA,CA 107 Triple Your Memory and Confidence, and Half Your Stress Course Date: February 19, 2015 Course Code: 1447_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: February 5, 2015 Non-member: $450 Course Level: Introductory 1 OBJECTIVES: CPAs are no longer just "bean counters." In order to be successful, they have to be able to learn faster, feel confident working in difficult situations, and overcome stress efficiently and effectively. Fortunately, each of these skills can be quickly learned in a single day. Using the latest "inner technology," participants will be guided in powerful and practical ways to triple their reading and memorization ability, become immediately confident, and let go of stress in as little as six seconds. BENEFITS OF ATTENDING: This workshop will enable you to: • How to memorize names and faces more effectively. • How to memorize reading material, facts, and even numbers 300% more efficiently than before. • How to "turn on" confidence at will, even in stressful situations. • How to overcome fears and limiting thoughts that keep you from succeeding. • How to interrupt stress from building up in your body, and how to let go of it once it occurs. CONTENTS: • Why the brain can remember some things a hundred times better than others. • Why we typically forget names and faces, and what can be done about it. • How our emotions follow the motion of our body, and how that can be used to instill instant confidence. • How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. • How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. • How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle. PARTICIPANT COMMENTS “This class may be the turning point for making major changes in my career. Excellent! All CPAs need to take this class.” “Most relaxing CPE class ever. Great stress relievers, and I also discovered a letter long overdue to be written. I am also hoping to remember some of my newly learned memory skills!” “Very practical and applicable information. Highly recommend this course!” COURSE LEADER – JONATHAN ROBINSON, M.A., M.F.T. 108 Getting On Top of It All: The New Science of Increasing Productivity in Yourself & Others 1 Course Date: February 20, 2015 Course Code: 1448_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: February 6, 2015 Non-member: $450 Course Level: Introductory OBJECTIVE: This workshop will enable you to: • Get the truly important work done which tends to be put off or never completed • Handle heavy workloads with greater ease, efficiency, and effort • Manage yourself and others to stay motivated, focused, and productive over a long period of time • Take more time to relax since you’ll finally be “on top of it all” MAJOR TOPICS • Why important things don’t get done on a timely basis, and what to do about it • Five ways to increase productivity that almost no one ever uses • The four proven ways to keep yourself and your staff motivated to consistently work at the highest level • How to avoid feeling stressed out—even though your “to do” list is endless • The three time management techniques that you’re not using that are critical to your success • How to know and avoid what is a poor use or waste of your time • How to set goals that excite you, and how to guarantee they actually get done • Three ways to elicit help from others that ensure their cooperation and help • The smart things to do with the extra time you’ll have when you’re on top of it all PARTICIPANT COMMENTS • “This gentleman is one whose courses I would attend any time they are offered. Bring him back! He should be a requirement!” • “Excellent speaker – amazingly knowledgeable in personal growth.” • “Speaker is very effective and believes/lives what he teaches.” COURSE LEADER – JONATHAN ROBINSON, M.A., M.F.T. 109 Budgeting and Financial Management 1 Course Date: January 12, 2015 Course Code: 1436_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 2, 2015 Non-member: $450 Course Level: Introductory OBJECTIVE: This interactive and applied workshop enables participants to adopt a disciplined approach to developing budgets, use variance analysis to track performance and better forecast financial results. effectively By the end of the workshop, participants will be able to: • Understand the principles behind best practice financial management • Explain the importance of budgeting within a strategic framework • Build a robust budgeting process within their organization • Know when and where to use various budgeting approaches such as zero based budgeting • Forecast future performance by better analyzing revenue and cost drivers • Use effective variance reporting to track organizational performance • Make use of excel functions and tools that are particularly suited to the budgeting process WHO SHOULD ATTEND: Those who are responsible for financial management, budgeting, and forecasting within their organizations. BENEFITS OF ATTENDING: By the end of seminar, participants will be able to apply best practice budgeting and financial management techniques Participants will walk away with practical tips on how to create robust budgets and build effective variance reporting frameworks. The focus of the workshop is on creating better links between strategy setting and budgeting. CONTENT: Introduction and course overview: • Trainer and participant introduction • Course overview and objectives • The role of the personal action plan Budgeting within a strategic framework: • What is budgeting • The importance of budgets • Budgeting-barrier to strategy execution? • Budgeting and the balanced scorecard Building a robust budgeting process: • Budgeting roles • Steps to create a robust budget • Budget psychology A practical guide to developing budgets: • Budgeting approaches • Incremental budgeting • Value proposition budgeting • Output/input budgeting • Zero bases budgeting Forecasting the budget: • Forecasting revenues and expenditures • Analyzing costs for better forecasting • Forecasting tools in Excel Tracking budget performance with variance analysis: • How variances are used to monitor and control the business • Calculating variances and interpreting results • Building a variance report and dashboard Applied budgeting tools and techniques: • Useful Excel tools and functions when budgeting • Linking budget workbooks COURSE LEADER – LISA DORIAN, CA.CIA, CPA (IL) 110 Making Effective Investment Decisions 1 Course Date: January 13, 2015 Course Code: 1437_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 2, 2015 Non-member: $450 Course Level: Intermediate OBJECTIVE: Wise capital expenditure (CAPEX) is critical to the success of business. Yet many CAPEX business cases are littered with flaws that end up costing the company thousands of dollars. This one day seminar equips participants with the tools they need to better evaluate and critically monitor CAPEX business cases. WHO SHOULD ATTEND: This seminar will be particularly valuable to members in industry and to practitioners who regularly prepare, review and evaluate CAPEX business cases. WHO WILL BENEFIT: At the end of this course participants should be able to prepare and/or evaluate business cases against their organization’s strategic objectives to ensure a strategic fit, as well as to ensure that the business case is solid and supportable to help ensure future project success. CONTENT: This seminar will provide participants with the knowledge and skills they need to: • • • • • • • Better evaluate proposed capital projects against business strategy, long term goals and key financial objectives Identify red flags/warning signs that may undermine a capital project Uncover common financial flaws when preparing a business case Generate and challenge business case options Identify and evaluate risks Evaluate the relative importance of cost avoidance and intangible benefits Ensure implementation plans are rigorous with robust controls and milestones COURSE LEADER – LISA DORIAN, CA.CIA, CPA (IL) 111 Delivering Enhanced Performance through the Balanced Scorecard Course Date: January 14, 2015 Course Code: 1438_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA – Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 2, 2015 Non-member: $450 Course Level: Introductory to Intermediate 1 OBJECTIVE: This one day workshop aims to enable participants to drive their business performance forward through a better understanding of the balanced scorecard and focus on the business drivers that will contribute most to the organization’s success. WHO SHOULD ATTEND: Anyone who is interested in implementing the balanced scorecard beyond as a complete strategic planning and strategy implementation tool. WHO WILL BENEFIT: At the end of this course the participant should be able to: • Develop an understanding of the balanced scorecard • Understand how the balanced scorecard can support a business and its limitations • Determine the appropriate perspectives for their own organization • Construct a draft scorecard for their organization CONTENT: • An overview of the balanced scorecard • Frameworks for business analysis – Porter, SWOT and PEST • Articulating mission, vision and values • Identifying the critical perspectives • Use of a strategy map • The use of input and output measures • Setting targets and key performance indicators • Constructing a draft scorecard • Do’s and don’ts to consider • Balanced scorecard limitations • Roll-out and sustainability Throughout the day, participants will apply the concepts and build a strategy map with KPI’s on a recognized company. COURSE LEADER – LISA DORIAN, CA.CIA, CPA (IL) 112 Improving Audit Committee Effectiveness ½ Course Date: January 15, 2015 Course Code: 1439_R Course Time: 8:30 am to 12:00 pm CPD: 3.5 hours Location: REGINA – Training Room Competency: Professional Skills Member(CA,CMA,CGA) $225 Registration Deadline: January 5, 2015 Non-member: $275 Course Level: Introductory OBJECTIVE: This half day workshop aims to develop and enhance the audit committee member’s understanding of their responsibilities and how to effectively contribute to the overall governance of the organization. By the end of the workshop, participants will have a solid understanding of the purpose of an audit committee and what audit committee members are responsible for. WHO WILL BENEFIT: Board directors who are new to or are contemplating a role on their organization’s audit committee. This seminar will also be of benefit to those audit committee members who would like to refresh their understanding of audit committee governance. CONTENT: The workshop will provide participants with the knowledge and skills they need to: • Serve as an effective member of an audit committee Understand the role and responsibilities of an audit committee • Appreciate what leading practices are and how they may be incorporated to contribute to an audit committee’s effectiveness • COURSE LEADER – LISA DORIAN, CA.CIA, CPA (IL) 113 50 Shades of Beige: Communicate with the Cross Cultural Advantage Course Date: February 23, 2015 Course Code: 1449_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: February 9, 2015 Non-member: $450 Course Level: Introductory 1 OBJECTIVE: Are issues like these causing stress, conflict, confusion, time and money in the workplace? • Why does this client/co-worker constantly interrupt the conversation? Is he not interested in what I’m saying? • He never looks me in the eye. Clearly he does not respect me. • She said she’d complete the proposal last week yet she still hasn’t. Does she not understand it’s important? • He never has an opinion during meetings. Was he the best candidate for this job? Successful organizations understand that being able to communicate cross-culturally in the workplace leads to enhanced productivity, performance and employee engagement. Managing diversity drives profitability, leads to innovation and promotes an inspiring workplace culture. WHO SHOUD ATTEND: Everybody and anybody! Everybody can benefit from communicating more effectively, however, when 20% of Canada’s population is foreign-born (and much higher in urban centres), communicating with the crosscultural advantage is arguably one of the most important types of communication to understand and benefit from in the 21st century. Any organization with a culturally-diverse client base or increasingly multicultural workforce would benefit greatly from this topic. KEY TAKEAWAYS • Cultural differences in communication: Indirect vs. direct speaking styles • Individualistic and collective cultures: How values change the way we communicate • Effective day-to-day communication when English is a second language • Non-verbal communication: Why the “unspoken” word is the most important of all • How global companies lose millions in revenue due to a lack of understanding of cultural differences • How to use the VAK model of Communication (visual/audio/kinesthetic communication styles) using the cross-cultural advantage COURSE LEADER: TINA VARUGHESE 114 Inclusive Leadership From Silos to Solutions Course Date: February 24, 2015 Course Code: 1483_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: February 10, 2015 Non-member: $450 Course Level: Introductory 1 OBJECTIVE: Are issues like these causing stress, conflict, confusion, time and money in the workplace? • • • • The sales managers are at ‘lunch meetings’ all the time, whereas we’re on site working. How does the sales team expect to make our deadline with that attitude? I believe in an open door policy but Anil is in my office all the time and I’m struggling to complete my own work. Mary Ann’s negativity is decreasing morale. I’m worried it’s affecting our productivity.How should I approach this with her? Joe is highly respected by his crew yet working 15 hour days. Will he burn out eventually? I can’t afford to lose him Creating a great organization isn’t just about breaking down cultural barriers. It’s about building a workplace where everyone works towards a common purpose and feels included despite title, rank or position. Successful leaders understand people do not leave jobs. People leave people. Today’s successful leaders believe not only in investing in themselves, but encouraging others to grow, to learn and to develop in order to build inclusivity and trust, breakdown silos, foster employee engagement, encourage open lines of communication, promote creativity and create a healthy, happy and inspiring workplace. WHO SHOULD ATTEND: Leaders, managers or skilled professionals from any organization wanting to increase productivity, build inclusivity, and enhance employee engagement would benefit greatly from this topic. KEY TAKEAWAYS: • • • • • • Breaking down silos: How to create respectful, communicative, inclusive and collaborative teams Delivering constructive, influential, inclusive and solution-based feedback Death by meeting: Five key steps to inclusive and effective meetings Inclusive personal and organizational purpose: How recognizing others’ contributions gives you a stronger sense of purpose Negative Nellie and Nasty Ned: How to actively listen, include and empathize to change negative behaviors at work The importance of stress management for leaders COURSE LEADER: TINA VARUGHESE 115 Critical Thinking & Creative Problem Solving Course Date: January 28, 2015 Course Code: 1444_R Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: REGINA –Training Room Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 14, 2015 Non-member: $450 Course Level: Introductory Course Date: January 30, 2015 Course Code: 1444_S Course Time: 8:30 am to 4:30 pm CPD: 7 hours Location: SASKATOON – Park Town Hotel Competency: Professional Skills Member(CA,CMA,CGA) $375 Registration Deadline: January 16, 2015 Non-member: $450 Course Level: Introductory 1 OBJECTIVE: In an ever-changing world, maintaining the status quo is just not good enough. One must be creative and find new and innovative ways of doing things. Professional accountants are no exception. While not known for their creative prowess or imaginative thinking, many are starting to apply techniques that help them to think creatively. This seminar is based on the principle that creativity can be learned and improved. It focuses on steps that professional accountants at all levels can take to improve their ability to find optimal solutions for the challenges they face. It starts with outlining approaches for correctly identifying and defining the challenge or opportunity at hand. It introduces techniques for stimulating “out-of-the-box” thinking and for identifying possible actions. It sets out a framework for selecting the best course of action and for developing an implementation plan for success. CONTENT: • Understand that creativity can be learned and improved • Learn an approach to creative problem solving • Gain strategies to promote ‘out of the box’ thinking • Integrate a thinking model into problem analysis COURSE LEADER – GARTH SHERIFF, CPA,CA, CPA(U.S.) 116 INSTRUCTOR BIOGRAPHIES . Karine Benzacar, MBA, CMA, FCMA, CPA(Del) Karine is a seasoned industry professional with over 15 years of solid industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at three major Canadian Banks – Royal Bank of Canada , Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, and trained thousands of professionals from a wide variety of industries. In addition to her corporate training activities, Karine has been teaching undergraduate and MBA courses at several leading universities which include University of Toronto, Concordia University, and Ryerson University. She is a highly acclaimed industry expert, has presented at national industry conferences, and has been facilitating seminars for the Society of Management Accountants for the past 10 years. She helped develop and mark professional accounting exams for the Society of Management Accountants. She also trains bankers throughout Canada and the US for the North American Risk Management Association on financial statement analysis, cash flow, and credit risk assessment. Karine has an MBA from McGill University, a CMA, and a US CPA Ward Blatch, CA, MCSA Ward Blatch received his Bachelor of Commerce Degree from Saint Mary’s University in 1982. Upon graduation, Ward began a career with the Royal Bank of Canada. After several years, he transitioned to public accounting with Lyle Tilley Davidson Chartered Accountants, a Nova Scotia regional accounting firm, receiving his Chartered Accountant designation in 1988. Ward was the managing partner for Lyle Tilley Davidson’s Dartmouth office and the IT partner for all the offices. After 20 years, Ward retired from Lyle Tilley Davidson and started his own IT and consulting practice. His practice concentrates on the issues of small accounting firms and professional businesses, providing training, support, and network evaluations. His practice also provides tax and accounting services to small business and not-for-profit organizations. In addition to his practice, Ward provides consulting and training services as an associate with K2E Canada. Since joining K2E Canada in 2005 Ward has provided consulting and training services throughout the United States and Canada. K2E Canada training includes in-house training as well as professional development courses for the CA, CMA, CGA, and CPA associations. The professional development courses presented by Ward include Excel, Word, PowerPoint, Outlook, Adobe Acrobat, technology updates, internal controls, and paperless office. Currently Ward lives in rural Nova Scotia with his wife Elizabeth and their twin daughters. The family enjoys exploring the outdoors by foot and canoe. To help others enjoy the outdoors Ward teaches survival skills to local sea cadets and canoeing and poling courses. Greg Campeau, B.Comm Since founding Campeau Learning in 1991, Greg has delivered over 2700 presentations and workshops throughout North America establishing a client list that that includes organizations such as … Lafarge, Telus, Finning, TD and Royal Banks, London Drugs, both Canadian and U.S. Federal Governments, BC Hydro, KPMG, Provincial Governments of Alberta and B.C., Rogers Wireless and the NHL Coaches Association For thirteen years Greg instructed courses at BCIT (British Columbia Institute of Technology) School of Business in both Human Resource and Marketing faculties. Previous to becoming a professional facilitator / speaker, Greg obtained an Honors Bachelor of Commerce Degree from University of Windsor. Greg then went on to spend over 15 years in international packaged goods corporations (Nestle, Nabisco and Cadbury’s) achieving increasingly senior management positions while creating an outstanding track record of consistent success. Twice Greg led corporate divisions from worst to first in terms of overall performance (revenue growth, market share and profit). Greg Campeau is a learner and teacher of timeless truths that that enhance both personal and organizational success st and stability in the “white water world” of the 21 Century. Kevin Cheung, CPA,CA Kevin Cheung, CPA, CA, is a Manager in the Assurance practice of PwC with a focus on mining industry and public companies. Kevin has in-depth experience in providing a wide range of assurance services including audits, regulatory filings and Sarbanes-Oxley compliance to companies in the mining sector. Kevin’s client experience includes working with organizations at all stages of development from junior exploration and development to international producing companies. Kevin’s experience includes working with companies reporting under U.S. GAAP and IFRS. 117 Lisa Dorian, CA.CIA, CPA (IL) Lisa Dorian is Managing Director of MDA Training NA. She has extensive experience in enterprise risk management (ERM) and ERM implementation, corporate governance, internal audit, compliance methodologies, and business process development. She is an accomplished trainer and facilitator working with all levels of management including boards of directors. Lisa has previously held executive financial management positions within the financial services industry, as well as within both the public and the private sector. Lisa is a former chair of the board of directors of Financial Executives International Canada, and former Chair of the National Issues and Policy Advisory Committee's sub-committee on corporate governance and internal controls. She is a sought after speaker and author who has spoken at many trade conferences and has authored articles on and/or been the subject matter expert on the topic of risk management. After earning a Bachelor of Arts degree from the University of Manitoba, Lisa moved on to become a Chartered Accountant and also holds the U.S. Certified Public Accountant designation. She is also a Certified Internal Auditor, a Certified Risk Management Assurance Professional and is accredited by the Institute of Internal Auditors to conduct quality assessments/validations. Geoff Garland,CA Geoff is a Senior Tax Manager with BDO Dunwoody LLP in Winnipeg. He is involved with personal and corporate tax preparation and planning, corporate reorganizations and dealing with the Canada Revenue Agency. He has presented both in-house and external seminars on a number of tax related topics, as well as lectured at the University of Manitoba and tutored for the CICA In-Depth Tax Course. Velma Geddes, FCA Velma’s extensive past experience include CFO and other senior financial management positions in school divisions, health care organizations and the Ministries of Education and Health. Her volunteer activities have included the Institute of Chartered Accountants of Saskatchewan, the Association of School Business Officials, the Saskatchewan School Boards Association, the Saskatchewan Assessment Management Agency, and serving on the boards for the Five Hills Regional Health Authority and the Saskatchewan Association of Health Organizations. Velma’s current consulting services include the Saskatchewan Ministry of Education, Saskatchewan Regional Colleges and the Regina Board of Education. She has played an instrumental role in the implementation of PSAB in school divisions and regional colleges in Saskatchewan. John Granelli, CPA,CA John is a Senior Tax Associate with Abrahamse Berkis Pinto LLP in Toronto. He frequently presents income tax and sales tax professional development courses for various provincial institutes. John has authored numerous papers dealing with various tax topics for the Canadian Institute of Chartered Accountants and the Canadian Tax Foundation. Brian Janzen, CA Brian is a senior tax manager with Deloitte & Touche LLP in Winnipeg, specializing in the area of Canadian tax planning for individuals and corporations. Brian has taught a number of courses for the Institute of Chartered Accountants of Manitoba, and also has been a CICA in-depth tax course tutor for a number of years. Doug Kalesnikoff, FCA·IFA, CFE, B. COMM Doug Kalesnikoff has practiced in the forensic accounting discipline for the past 26 years. He has provided expert evidence in the courts, international commissions of inquiry, and other commissions, hearings and tribunals on over 50 occasions. Doug’s work as a forensic accountant dealing with criminal investigations and public inquiries, include: • • • • • • • Investigation of alleged frauds on behalf of the R.C.M.P. Commercial Crime Sections, corporations and government agencies. Investigations of alleged drug traffickers on behalf of the R.C.M.P. Anti-Drug Profiteering and Proceeds of Crime Sections. Investigations into government corruption and fraud allegations for Commissions of Inquiry in St. Kitts and Antigua, West Indies. Compliance audits for royalty and tax matters for the governments of St. Kitts-Nevis, Jamaica, St. Lucia, St. Vincent–Grenadines, and the Cayman Islands in the Caribbean. Doug has developed and instructed courses on Forensic Accounting, Fraud and Tax Auditing provided to: Law enforcement: the R.C.M.P. Commercial Crime Sections of Saskatoon and Regina, the Saskatchewan Police College, the Saskatoon City Police, and the Calgary Police Service; Taxation authorities: the Inland Revenue Service of the Federation of St. Kitts and Nevis, St. Lucia, St. Vincent and the Grenadines, Jamaica, Trinidad, Guyana, Grenada and Barbados; International Agencies: the Caribbean Regional Technical Assistance Centre (CARTAC) a division of the International Monetary Fund (IMF) and the Caribbean Community (CARICOM) Secretariat; 118 • • Corporations: SaskPower, Farm Credit Corporation, Credit Institute of Canada, Affinity Credit Union, and Saskatchewan Crop Insurance; Accounting Bodies: Certified Fraud Examiners, Certified General Accountants of Saskatchewan, and the Institute of Chartered Accountants of Saskatchewan Jim Keates, CPA, CA, MBA Jim Keates is a principal with the Public Sector Accounting Board (Chartered Professional Accountants of Canada). Currently, he is the staff lead on PSAB task force projects examining: improvements to not-for-profit standards, update of terminology in the PSA Handbook, and asset retirement obligations. In this role, he conducts research, prepares discussion papers for task force meetings, prepares proposals for public comment and summarizes comments received for deliberation by the PSAB. Prior to joining the PSAB, Jim worked at the Office of the Auditor General of Canada. Howie Kroon, CA Howie is currently working as a management consultant providing strategic, operational, financial, and business coaching to CEO’s and their executive teams. He has a strong skill set in assisting clients with difficult situations. Previously, he was the CEO/President of Palliser Lumber Sales in Calgary. During his tenure, Palliser was recognized for six consecutive years as one of Canada’s 50 Best Managed Companies. Denise Lammi, CPA,CA Denise has been professionally involved with income tax matters for over 25 years. She specializes in Canadian income taxation with an emphasis on all matters relevant to owner-manager businesses. She lectures extensively on income tax matters while authoring and mentoring numerous taxation related professional development courses and seminars. Bill Matiko, CA, CBV Bill is a Partner in Deloitte’s Saskatchewan Financial Advisory group. Bill’s focus is working with clients to provide business valuation and dispute consulting services. He also assists clients with business planning and financial modeling. In this role, Bill has provided valuation and litigation support services for various purposes including mergers and acquisitions, matrimonial disputes, shareholder disputes, income tax and estate purposes, insurance claims, professional negligence claims and various disputes involving economic damage quantifications. He has given expert witness testimony in the Court of Queen’s Bench of Saskatchewan and has given expert witness testimony before a judicial tribunal. In addition he has presented expert evidence at a number of mediation sessions and he has been appointed as an arbitrator on valuation matters.Bill has 25 years experience in public practice. He is a Chartered Accountant and a Chartered Business Valuator. He has facilitated professional development courses for ICAS and the Saskatchewan Legal Education Society and teaches on a part time basis with the University of Saskatchewan Edwards School of Business MBA program. Drew McDonald, CA Drew has a diverse background in personal and corporate taxation matters, having worked at both large and small firms. He has lectured and tutored in the qualification course and the In-Depth Tax course and has co-lectured both the corporate and personal income tax update courses. He has experience in numerous areas of international and domestic taxation and has also advised on GST and provincial sales tax issues. Hugh Neilson FCA TEP Hugh Neilson, FCA TEP is an independent contractor to Kingston Ross Pasnak LLP, where he is a Director, Taxation Services. Hugh has over 25 years of public practice experience, focusing on income tax services for individuals and owner-managed private corporations. He provides tax consultation in many diverse areas, including business structuring and restructuring, negotiations with Canada Revenue Agency auditors and Appeals Officers, tax-effective compensation strategies, immigration and emigration planning and strategies for tax-effective personal, family and estate tax planning. Hugh has instructed courses for the Institutes of Chartered Accountants of Alberta and Saskatchewan in the area of taxation, and has presented at the Canadian Institute of Chartered Accountants' National Conference on Income Tax, the Banff Small Practitioners Forum sponsored by the Institute of Chartered Accountants of Alberta and the Canadian Tax Foundation’s Prairie Provinces Tax Conference. His articles have been published in Law Now and Lawyers’ Weekly. Hugh is an active participant in the CA School of Business’ pre certification education program, and a member of the Institute of Chartered Accountants of Alberta’s Members in Tax Working Group. Bridget Noonan, CA BRIDGET NOONAN, CA, is a principal with Entrust Chartered Accountants in Richmond B.C. Bridget’s practice focuses on providing services to small and mid-size accounting firms, assisting firms in compliance with professional and regulatory requirements, in-house training programs, and engagement efficiency projects. Bridget has 15 years of experience in the accounting profession as a senior manager with a mid-sized firm in Vancouver, facilitator of professional development courses, and as a professional standards advisor with the Institute of Chartered Accountants of British Columbia. 119 Massood Oroomchi, BSc.(Econ.) Massood specializes in implementation, optimization and in-house training for internal control programs, SOX/CSOX compliance, corporate governance practices, accelerated closes processes and shareholder reporting requirements. He also specializes in designing and evaluating internal control environments for governmental organizations, pre-IPO and private companies, and not-for-profit entities. He is a founding member of FinEx Group and with 35 years of experience has worked extensively in a cross section of industries and in public practice internationally. Mr. Oroomchi is a pastmember of the Board of Trustees of Canadian Financial Executives Research Foundation, a past- member of the Board of Directors of the Financial Executives International Canada and Past-Chair of FEI Canada’s Audit & Finance, National Technical and Corporate Reporting Committees. He is also a past-member of the Accounting Standards Oversight Council of the CICA. Mark Patterson, CPA, CA Mark Patterson, CPA, CA, is a Partner in the Assurance practice of PwC Vancouver focused in the mining sector and has been with the firm for over 14 years. Mark has extensive experience working with public companies in the mining industry at all stages of development from junior exploration to major international mining companies. Mark's experience includes working with companies reporting under U.S. GAAP and IFRS and those undertaking significant acquisition, debt and equity financing transactions. Jayson Peace, CA, CPA (Illinois) MPAcc, MSTax (U.S.), Jayson is a senior manager and the Prairie Region leader of the Global Employer Services group at Deloitte. He has 15 years’ experience serving client’s cross border tax needs, including both compliance and planning for individuals. In recent years he has had a particular focus on assisting clients with various voluntary disclosure initiatives offered by the IRS to allow individuals to become compliant with their U.S. tax filings. Stephen Priddle, CPA,CA, CMA Stephen is the President and founder of Practical PD, Seminars for Accountants, as well as Vice-President, Finance and Corporate Secretary of SureWx Inc. He also advises a number of businesses and not for profit organizations. An engaging and experienced speaker, Stephen weaves practical tips together with stories from his business experience and input from participants. His seminars are based on over 25 years of corporate experience. After working with KPMG for five years, Stephen moved into industry, where he has worked for both public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Stephen speaks at accounting conferences, and presents accounting seminars in many contexts. He has moderated in the CMA Strategic Leadership Program and has taught at the University of Toronto and Carleton University. Stephen is also a prolific author. His published business, accounting and finance cases are used by organizations across Canada. Tammy Robertson, MA Tammy believes that the essence of our challenge today is captured in one simple message, “Get Your Heart in the Game!” As a leadership coach, co-author of four books, and professional speaker to audiences across North America, Tammy inspires and challenges you to step into your Best life and to build trusting respectful relationships where real influence and positive impact are possible. Tammy Robertson has a Masters Degree in Physical and Health Education from the University of Western Ontario, and with over 25 years of corporate and entrepreneurial experience, she brings a keen understanding of current challenges to her audiences. Tammy teaches at two universities and is part of an international team of coaches delivering the Coaching for Great Work Program. She has trained with Coaching Training Institute and Newfield Institute and provides life and leadership programs to a diverse range of business groups, organizations and associations. Tammy is also a Founder of RealTalk, a global on-line community committed to improving communication and relationships one real talk at a time. Known for her impact and the ability to ignite positive change and renewed energy in organizational culture, she is also a frequent commentator in the media on workplace wellness and culture. Tammy calls on you to be ten times bolder in taking action on what matters most. The questions she asks are, “What impact are you having?”-----“Are you having fun?”-----“Are you a powerful compelling role model?” Tammy will inspire you to “Get Your Heart In The Game”, to fully engage in the challenge ahead and to make the most of this journey of life and leadership! Jonathan Robinson, M.A., M.F.T. Jonathon Robinson is a Senior Associate with Frank Sanitate Associates. He is a psychotherapist, author, and professional speaker from Santa Barbara, California. He has reached over a million people around the work with his practical methods, and his work has been translated into 47 languages. Mr. Robinson has appeared on the Oprah Winfrey and other TV talk shows, CNN, and CNBC. Among his books are: Shortcuts to bliss, Instant Insight: 200 Ways to Create the Life You Really Want and Communication Miracles for Couples. His specialty is teaching people simple techniques that can have a profound impact on the quality of their life. He has an M. A. and M.F.T 120 Gen Segger, CA Gen’s experience has been largely in the areas of accounting and assurance. She currently has her own practice and performs monitoring and peer reviews for other practices. She also facilitates for the CA School of Business (CASB). In addition to her previous positions at a national firm and a local mid-sized firm, her other experience includes an industry position with an owner managed business. Gen has instructed professional development courses for both the Saskatchewan and Alberta Institutes. Garth Sheriff, CPA,CA, CPA (U.S.), MAcc Garth is the founder of Sheriff Consulting which specializes in the development and delivery of accounting, auditing and professional skill courses and workshops. Garth has extensive experience teaching and facilitating at private and public institutions and at all levels of educational programming. As a faculty member with the Sprott School of Business from 2009-2012, he was responsible for designing and delivering undergraduate and master level business courses. During his time at the Sprott School of Business, he received several awards for teaching including Professor of the Year (in 2009 and 2010) and a Professional Achievement Award. He has also held managerial positions at Deloitte & Touche in Canada and the US, facilitating training seminars in leadership and communication, and technical accounting and auditing skills.Garth has also branched out into the field of acting, and as a member of ACTRA (the Alliance of Canadian Cinema, Television and Radio Artists) has performed in various stage and film productions. As well, he is a graduate in improvisation from the Second City Training Centre Jeffrey D. Sherman, MBA, CIM, FCPA, FCA Jeffrey is chief financial officer of Atrium Mortgage Investment Corporation (TSX: AI), and director of several companies, and devotes his time to management and finance, writing and teaching. Jeffrey Sherman has over 20 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings. Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial institutes of chartered accountants (and chartered professional accountants) across Canada, and the Law Society of Upper Canada, and has written over twenty books including: Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Cash Management Toolkit for Small and Medium Businesses (all published or co-published by the CICA/CPA Canada). Laura T. Simeoni, CPA, CA, CIA, CRMA Laura Simeoni began training and consulting over 20 years ago and has maintained her passion and interest in continuous learning. Laura is the principal owner and director of SySim Consulting Ltd which specializes in training and education. Laura enjoys writing as well as delivering professional development and training programs to accountants both in practice and in industry. She is also involved in the training of CA students and in helping them to prepare for the Uniform Evaluation (the “UFE”). She has taught at the Ontario School of Accountancy for over 25 years. Laura is responsible for updating the professional development course entitled “Professional Risk Management – A Practical Perspective”, for the ICAO. This is one of the courses she delivers for the ICAO. Laura has also delivered this course to the Institute of Chartered Accountants of Nova Scotia and the Institute of Chartered Accountants of Saskatchewan. From 2005 – 2007 Laura worked on a full-time basis for RBC – Internal Audit where she assumed the role of DirectorProfessional Audit Standards. During this time Laura earned her Certified Internal Audit designation and was instrumental in helping RBC become an approved CA training office. Laura currently delivers training material to TD Bank’s Internal Audit Department. Laura is a member of the Neverest professional team. Neverest is a leading provider of professional development training for professional accountants. In 2008 Laura began lecturing on a part-time bases at the Schulich School of Business at York University. She is currently teaching Intermediate Accounting I and II and Auditing Information Systems. Most recently Laura earned her Certificate in Risk Management Assurance. A.G. (Sandy) Stedman, CA Sandy is a partner with Schibli Stedman King in Victoria. His practice focuses on accounting and tax advice for groups of privately held companies and their shareholders. Sandy’s professional experience includes internal audit, public company audits, and corporate controller for a group of privately held companies. Sandy is a course author for the ICABC and has instructed courses for all of the Western Institute. 121 David Trahair, CPA,CA David is a speaker and author of Smoke and Mirrors, Enough Bull, Crushing Debt and Cash Cows, Pigs and Jackpots. He is known for his ability to explain the often-confusing world of personal finance in plain English. Canadians appreciate his no-nonsense style and the fact that his views are totally independent because he does not sell any financial products. He currently operates his own public accounting firm and gives seminars on his books to CAs in B.C., Alberta, Saskatchewan, Manitoba, Nova Scotia, Ontario and Bermuda. Kim Varey, CA Kim is committed to teaching accounting skills and solutions to a wide range of clients in a way that is clear, customized, practical and even (yes!) interesting. This has been her business and her passion for over ten years. Clients range from large public corporations and accounting firms to provincial CA Institutes, with participants as diverse as CFOs and audit committee members to chartered accounting students and the general public. Prior to launching her full-time business she was in public practice for eleven years. And because even Kim admits that too much accounting can unbalance your life, she escapes into the mountains regularly, volunteering with Calgary Search and Rescue and Foothills Land Trust. Tina Varughese Described as a ‘dynamic, engaging, knowledgeable and humorous’ speaker Tina is often rated as ‘the best speaker of the conference’. Her interactive approach is insightful and her delivery is highly entertaining. She breaks down barriers to create a comfortable and fun space where people ask the questions they might otherwise be afraid to ask. For fifteen years Tina Varughese worked with immigrants in her roles with the Province of Alberta’s immigration office as well as running her own successful relocation and settlement firm. She is a contributing writer for the Human Resource Institute of Alberta’s Network magazine, Calgary Real Estate News, Home to Home magazine and nationally syndicated Mompreneur Magazine. Tina has been the face of diversity, literally, when she was chosen to be in Dove’s Campaign for Real Beauty representing beauty in diversity. With two kids, five fish and one husband, she resides in Calgary where she recently began hip hop classes. Marion Williams FLMI Marion Williams is recognized as an innovative and organized academic. Over 20 years’ experience in business management solutions in the office enables her to quickly grasp situations and provide practical problem solving solutions. Marion has been involved in the training of several office productivity programs, with her company and as a sub-contractor for other corporations. Marion is very hands-on; this being attributed to the years of expertise she has gained working with different business sectors. As the owner of a computer consulting company, Marion provides software training and develops databases. She is an instructor for Metafore Technologies, ProTech and DPA Communications in Toronto, Ontario. Marion teaches the Microsoft Office suite, Word, PowerPoint and Outlook, specializing in Access and Excel. In addition, Marion designs, develops, tests and implements custom Access databases using VBA where necessary Some databases she has recently worked on: • Design and develop database to schedule and track training for an equipment training company. Developed in Access 2010 (Safe-Tech Training Inc. – 2012) • Design and develop database to store detailed roofing information and provide comprehensive reports including cash flow projection (Dycon Roof Consultants Inc. – 2012) • Design and develop database to track sales information for a construction company. Developed in Access 2003 and upgraded to Access 2010 (Homes by DeSantis – 2011) While working in the insurance industry Marion: • Earned the FLMI designation which is a comprehensive business education in the context of the insurance and financial services industry. Specialty in Information Technology • Was responsible for the analysis, design and programming of Actuarial Systems for the Corporate Actuarial Division, and providing technical assistance to the user areas • Was responsible for the development and maintenance of Actuarial Systems for the Corporate Actuarial Division Marion enjoys spending time with her family, Ehab, her husband of 20 years and two teenagers who are just completing their education. Marion enjoys travelling – she met her husband in Egypt while Scuba diving. She also takes pleasure in being a “Soccer Mom”. 122 E-LEARNING ICAS is pleased to continue to offer the following two-day courses converted into two-month interactive on-line modules. Past participants have perceived this innovative, cutting-edge alternative to classroom learning as a great success. Many feel that this convenient, economical and interactive course delivery is a perfect alternative for those having difficulty attending our courses, or who want to experience a new and innovative way of learning. WHAT YOU CAN EXPECT Prior to the course commencement, you will be given password access to the online courseware via e-mail. Within this courseware, you will find instructions on how to work through the session, all necessary course materials, as well as a range of interactive learning activities designed to make studying on the Internet a rich and relevant experience. You will also benefit from: • immediate access to relevant articles and information sites • the opportunity to share ideas with or pose questions to other participants and a session facilitator • an index feature that allows for direct access to specific topic areas within the session • case study discussions • current on-line updates as they happen • access to an expert and access to technical support Each course will be offered in module format. Access to the expert (instructor) online will be available over eight weeks. Within Modules, examples and exercises will exist to cover the “newer” topics of accounting. For example, the inventory standards in ASPE are the same as those in GAAP but these standards were only introduced in 2008. In addition, this overview is supplemented by sample financial statements, example notes and an appendix which will show a comparison of the ASPE Section with those of the previous CICA Handbook – Accounting and CICA Handbook – Accounting XFI. While the suggested CPD credit hours for an E-learning seminar is 12 hours, since this covers the same material as the two-day classroom seminar, the ICAS understands that more time can be spent in Self-Study, which may be considered verifiable CPD credit if you fill out the online quizzes as evidence of completion. Participants should track and record the actual time spent. ADVANTAGES OF INTERNET STUDY: • It’s convenient! Study when you want, where you want, and at your own pace • It’s economical! There are no added costs for travel or accommodations, and no disruptions to your personal and business activities • It’s interactive and versatile! Tailor your own study plan. Online materials and learning activities enable you to focus on, or review, topic areas based on their relevance to you with just a click of your mouse. COURSE DATES Oct 14 – Dec 31, 2013 Jan 20 – Mar 14, 2014 HOW TO REGISTER 1. ensure you have access to a computer (meeting the minimum basic requirements), the internet, and possess basic computer skills 2. submit registration form with payment. Ensure that you provide an email address. 3. “Getting Started” instructions will be emailed to you along with the link to the course website and your Login ID and Password. 4. simply clicking the link and then supplying your ID and Password when prompted will enable you to access the course site. MINIMUM COMPUTER REQUIREMENTS • Computer/Processor - Pentium II 75 Mhz; 64 MB RAM; 500 MB free space on hard drive • Internet Abilities - 56k Modem; Internet Explorer 6.0, Netscape 4.76, 6.2.1, 6.2.2, or 6.2.3 • Software - Windows 2000 or higher; Microsoft Word 97; Microsoft Excel 97; Current Macromedia Flash plug-in; Current Adobe Acrobat Reader; Virus scanner; Firewall (if you are connected to a high speed ‘always-on’ connection such as a cable modem or ADSL line) • Peripherals - Sound card; Speakers 123 Income Tax Planning Refresher for Corporate Tax LEVEL Introductory This course provides an excellent overview and general refresher on corporate income tax matters. The primary target audience for this course is CAs who do not work with the Income Tax Act regularly, but who wish to refresh their knowledge on the status of current tax topics. The course emphasizes matters of interest to owner-managers and small business in a public practice context. Case studies are used to illustrate some of the tax concepts. Oct 20 – Dec 31, 2014 EL1451 Jan 19 – Mar 13, 2015 EL1461 Member $440 Non-Member $540 3 Passport Days 14 Verifiable Hours Income Tax Planning Refresher for Personal Tax LEVEL Introductory This course provides an excellent overview and general refresher on personal income tax matters. The primary target audience is CAs who do not work with the Income Tax Act regularly, but who wish to refresh their knowledge on the status of current tax topics. The course emphasizes matters of interest to owner/managers and small business in a public practice context. Case studies are used to illustrate some of the tax concepts. Oct 20 – Dec 31, 2014 EL1453 Jan 19 – Mar 13, 2015 EL1460 Member $440 Non-Member $540 3 Passport Days 14 Verifiable Hours ASPE: A Survey of the Standards LEVEL Introductory This seminar will provide a detailed review of ASPE, and is designed for individuals seeking an in-depth, detailed review of ASPE. This material is not a comparison of ASPE to IFRS or GAAP, and will cover only ASPE. However, the course does have broad appeal and is equally applicable to non-corporate private enterprises. It will benefit those who seeking a detailed review of ASPE, as well as those who have been detached from Canadian standards in recent years. All ASPE Handbook sections will be reviewed together with an introduction of the changeover from GAAP to ASPE Oct 20 – Dec 31, 2014 EL1455 Jan 19 – Mar 13, 2015 EL1462 Member $440 Non-Member $540 3 Passport Days 14 Verifiable Hours Auditing Refresher LEVEL Introductory The new Canadian Auditing Standards (CASs) become effective for periods ending on or after December 14, 2010. This course will provide participants with a solid foundation in the practical application of the CASs in the new auditing environment. You will learn an introduction and overview of the new CASs; how to perform an audit in the new CAS environment; and the key elements of an engagement working paper file. Oct 20 – Dec 31, 2014 EL1457 Jan 19 – Mar 13, 2015, EL1463 Member $440 Non-Member $540 3 Passport Days 14 Verifiable Hours IFRS: An Survey of the Standards LEVEL Introductory This online session provides participants with an introduction to the International Financial Reporting Standards (IFRSs) that came into effect in Canada on changeover in 2011. The focus is on the IFRSs that apply to most profit-oriented entities and that are different from pre-changeover Canadian GAAP. Participants will have an introduction to the implementation and the application of the IFRSs and the impact they will have on their work. Focus is given to the content each of the IFRSs covered followed by a comparison to Canadian GAAP. Oct 20 – Dec 31, 2014 EL1459 Jan 19 – Mar 13, 2015 EL1464 Member $440 Non-Member $540 3 Passport Days 14 Verifiable Hours 124 OTHER PD OPPORTUNITIES CPA CANADA– Applying the Standards There are dramatic changes underway for Canadian Financial Reporting Standards and Canadian Audit and Assurance Standards. This site is your gateway to the CA Profession’s information, resources and learning opportunities to help with transition to new accounting and auditing standards. http://www.cica.ca/applying-the-standards/index.aspx Accounting Standards • International Financial Reporting Standards • Accounting Standards for Private Enterprises • Not-For-Profit Organizations • Accounting Standards for Pension Plans Public Sector Accounting Standards • Accounting Standards for Public Sector Entities • Government Not-For-Profit Organizations Assurance Standards • Canadian Standards on Quality Control • Canadian Auditing Standards • Other Canadian Standards CPA Canada Webinars CPA offers many free on-line webinars in a variety of areas. These webinars are available at http://www.cica.ca/careerand-professional-development/webinars/item11048.aspx CPA Canada Continuing Education Programs offered in areas such as in-depth income tax, commodity tax and US GAAP and technical, compliance and regulatory updates on financial reporting standards and practices. http://www.cica.ca/career-and-professionaldevelopment/conferences-and-courses/index.aspx Executive Leadership Programs The Institute of Chartered Accountants of Alberta offers two premiere Leadership Programs to elevate the performance of financial professionals.These programs build on your current knowledge base, going beyond your technical accounting and financial expertise to give you the competencies you need to successfully lead others, lead teams, lead the financial function and lead organizational transformation. Spend a week in Banff, away from the office, and focus on your career. CFO Leadership Program This intensive program is designed for those CFO’s and aspiring CFO’s who are determined to move their career and their organizations forward. Building on core financial skills, it prepares those in the top finance job to lead strategically and become integral in their organization’s competitive advantage. Who Should Attend Participants have included Chief Financial Officers, Vice Presidents of Finance, Vice Presidents of Operations, Directors of Accounting, Directors of Finance, Senior Controllers, and Treasurers. What You Will Cover* • The Evolution of the CFO • Skills for Effective Communication • Leading Successful Change • Enterprise Risk Management • Governance & The CFO • Investor Relations • Framework for Strategic Thinking • Critical Thinking • Building & Leading a High Performing Reams • Continuous Professional Development Planning • Putting Humor & Creativity to Work • Transformational leadership • Performance Metrics • Building Corporate Value • Executive Coaching 125 Program Fees $5,900 plus GST Accommodations and meals are additional to the program fee and are payable to the facility upon checkout. Dates: October 18-24, 2014 Banff Alberta For more information go to: www.cfoleadership.ca or e-mail [email protected] The Controllership Program This professional development program is for financial professionals who want to make an impact on their careers and their organization. This intensive program is ideal for individuals currently in a controller role or aspiring to the role, who want to make a more profound impact in their organization. Who Should Attend Participants have included Corporate and Business Unit Controllers, Assistant Controllers, Comptrollers, Finance Managers, Accounting Managers, and Financial Analysts. What You Will Cover* • 21st Century Controllership • Visioning & Branding • Emotional Intelligence • Leading Change • Process-based Problem Solving • Power of Teams • Business Ethics • Negotiation for Optimal Results • Optimal Mind Set • People Skills • Risk Management for Controllers • Contributing to the Bottom Line • Mastering Energy, Attention & Action • Continuous Professional Development Planning • Executive Coaching Program Fees $5,400 plus GST Accommodations and meals are additional to the program fee and are payable to the facility upon checkout. Dates: September 20 – 26, 2014 November 22 – 28, 2014 Banff, Alberta Banff, Alberta For more information go to: www.controllership.ca or e-mail [email protected]. MDA Training For over two decades, MDA Training has driven demand for tailored learning initiatives for participants ranging from new graduates to board directors. Our clients, which include financial institutions, professional firms and multinational corporate, choose us for our customized training courses and excellent reputation as the experts in financial and management development training. MDA Training E-learning is our endeavour to increase the portability and mobility of these high calibre courses and bring these courses straight to your web-enabled device anytime and anywhere. All courses are designed to blend interactive media with technical content to create the most optimal learning experience for our clients. Our E-learning products are grounded in the commercial world, and designed and developed in close collaboration with our highly experienced team of in-house trainers. In turn, every course is developed to cover all areas of the topic in a professional and interactive manner, just the way you would expect in an instructor-led environment. All of our e-Learning courses qualify for verifiable continuing professional development credits. Upon completion of each module, there is a short quiz that follows that must be successfully passed in order to be issued a certificate of completion. Course enrolment provides for three months of unlimited access. Extensions are offered on written request. To learn more about MDA Training’s course offerings, or to register for a course, please visit www.mdatraining.com 126 CPA Canada Knotia Store The Knotia Store contains more than 350 CPA Canada titles available in various formats including print, CD, DVD, downloads, Knotia Internet collections and news. www.knotia.ca/store/home.cfm K2 Enterprises Canada eBook Program Alan Salmon’s eBooks provide a great resource for learning new computer skills. They are easy to use and each book will only take you a couple of hours to work through. In addition to the easy to follow teaching manual, you also get all of the teaching files. In each of his books, Alan is sharing the many tips that he has shared with over 20,000 accountants, bookkeepers and consultants during his technology seminars over the last twenty years. Currently there are 9 eBooks available. These include: Excel PivotTables – Part 1 • • • • Excel Charts – Part 1 Word – Part 1 Excel Tips – Parts 1, 2, 3, & 4 Power Excel – Part 1 Each eBook provides you with two hours of CPDs and is very affordable at $34.95 each. Plus, you get a complimentary subscription to Alan’s popular Office Tips newsletter. To view our eBooks by category visit Alan’s web store by clicking here . Please feel free to contact us if you have questions, or if you are looking for something specific. Call 647-722-4741 or email Alan at [email protected] . CPA Canada "The One" - First National Conference September 22-23, 2014 (Optional workshops on September 24) Metro Toronto Convention Centre (South Building), Toronto, ON The One provides CPAs, CAs, CMAs and CGAs from across Canada with a unique opportunity to gather in one place, customize their CPD experience, and celebrate our new profession. The following link contains a copy of the final brochure for this year’s Conference, along with more information and how to register. www.cpacanada.ca/nationalconference AICPA Women’s Global Leadership Summit 1. IN-PERSON CONFERENCE: a. AICPA Women's Global Leadership Summit - Oct 23 - Oct 24, 2014 - Mandarin Oriental, Washington DC. This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and potential of female leaders. b. Register at: www.cpa2biz.com/lead c. Early Bird Discount of $75 expires 9/8/14. d. CPA Canada Members – use Discount Code CPACANADA for an additional $100 savings. 2. ONLINE CONFERENCE: a. AICPA Women’s Global Leadership Online Summit - October 23-24, 2014 - Washington DC AICPA Women's Global Leadership Summit Virtual Conference- Live broadcast of the entire main conference is available this year from the AICPA Women’s Global Leadership Summit. This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and potential of female leaders. b. Register at: www.cpa2biz.com/leadonline c. Early Bird Discount of $75 expires 9/8/14. d. CPA Canada Members – use Discount Code CPACANADA for an additional $100 savings. Visit the Online Conference webpage for more details and to register or here for the conference poster. 127 PD In-House Presentation Program What are In-House Presentations? In-house presentations are courses tailored to fit your needs. They provide specialized training to organizations seeking high-quality education to increase staff productivity and maintain professional expertise in a cost-effective and flexible manner. By providing your own meeting facilities and arranging your own time for these presentations, PD can be presented to meet the specific needs of your own audience. It's Flexible! This is your program. It is designed to work around your schedule, which we know can be hectic. We bring the instructor to the location of your choosing, around the schedule you decide works best for your staff. It's Customized and Confidential! We can discuss your requirements and expectations in detail. When you hold the class in a private location with only your employees in attendance, you are able to discuss confidential information. It's Cost Effective! Costs vary depending on the size of your group and how much customization is required, but the per-person cost is typically less than attending an off-site course. Also, by eliminating travel time loss and travel expenses for your staff, you can significantly decrease training costs. It's Easy! ICAS will help you find and secure the right instructor for your needs, and will supply the course materials. We work with many independent instructors nationwide, and have an exceptional pool of local and national instructors to draw from. The benefits of offering in-house training to your employees are innumerable…but here are just a few: • Learn together and achieve organizational results as a team • Have more interaction with the instructor • Ask questions and get answers about issues that directly affect your organization Meanwhile, employers benefit from being able to: • Save money on travel expenses • Save time by scheduling training when it is convenient • Get a customized course to fit your specific needs • Call today to find out how bringing a class on site makes sense to your business. Contact Rhonda Day, at [email protected] or call (306)791-4136. 128 POLICIES CANCELLATIONS AND REFUNDS Cancellations made less than one week prior to the course date: No refund will be granted. Cancellation made one to two weeks prior to the course: A refund less a penalty of $50.00 per course day. Cancellation made more than two weeks prior to the course : A full refund will be granted. NO SHOWS A fee of $25 per course day will be billed to anyone who is a “No Show” for a course. No refund and/or credit, partial or full, will be given to “no-shows”. COURSE CANCELLATIONS Courses with insufficient enrolment two weeks prior to the course date may be cancelled and full refunds will be made. Registrants will be advised and may enrol in alternative courses (subject to availability) or receive a full refund. PD EVALUATIONS Course evaluations are available on-line. A link will be sent to you after the course via email or you can visit our website www.icas.sk.ca to obtain the link. Thank you for taking the time to complete the PD Course Evaluation! Any comments you may have regarding this new process or how we can improve it please provide them to our office via email [email protected] or record them on the evaluation form. REGISTRATION TERMS AND CONDITIONS The registration deadlines for most courses are two weeks prior to the course date. The deadline for each course will be indicated on the course description. Registrations are handled on a “first come, first serve” basis. GST If claiming an exemption, please provide us with your number. MEMBER vs. NON-MEMBER A member is a CA, CMA, CGA or CPA Candidate. A non-member is any individual who is not a CA, CMA, CGA or CPA Candidate. FEE REDUCTION If you have been granted caregiver, educational, medical or financial difficulty status, you are eligible for a 50% reduction in fees for professional development courses. SUBSTITUTIONS The Institute must be advised of any substitutions immediately. COURSE MATERIAL Course material will be available at each course. CONFIRMATION OF ENROLLMENT A confirmation letter will be sent to those registered immediately following the registration deadline. It is the attendee’s responsibility to confirm their registration if they do not receive a confirmation by email or fax. If you have not received your confirmation prior to the course date, please contact Rhonda at [email protected] immediately. All conditions apply whether or not you receive a letter of confirmation. Please ensure you provided accurate and legible information on your registration form. COURSE LOCATIONS AND DATES Course locations and dates are subject to change. Locations may change between the time the catalogue is released and time of the course delivery. It is important to check your confirmation letters for course details. Every effort is made to ensure the website has the most current information. MEALS Unless otherwise stated, lunch and coffee breaks are provided at full-day and two day courses only. If you have allergies or other special meal considerations, please contact Rhonda at [email protected] 129 FAQ Why do I get charged the penalty for not showing up? The fee is to cover the administration costs associated with handling your registration. Do I have to register for 5 full days to take advantage of the PD Passport? No, you can register for as many full and half day courses you would like as long as they total no more than 5 full days to be included on the PD Passport. You may then continue to attend additional courses at a reduced price. Why can’t I be replaced by someone on my Personal Passport? The personal passport is sold to the individual to reduce the per course cost of multiple registrations for an individual and is not-transferable. The Corporate PD passports are in place to allow for multiple CAs and employees to use the same passport at a cost savings. Why can’t I cancel the course the day before? You are not able to cancel after the deadline date because your registration is taken into account when the financial decision to run the course was made. Also, your registration is taken into account when making final arrangements for the room and lunch (if required) and if the course is filled to capacity, the Institute might have turned away other participants. The Institute’s policy is consistent with virtually any other organization that delivers training course. Why is the penalty fee the same for full and half day courses? The penalty fee is the same for full and half day courses because this is an administrative fee to cover the processing costs related to a cancellation. Administratively a full and half day course are the same amount of work per registration so the penalty is the same. Why can’t I switch courses after the deadline? A deadline is necessary to allow time for the Institute staff to prepare course material, registration lists and make administrative decisions on class sizes and placement. How many verifiable CPD hours are ICAS courses? Half day is 3.5 hours, full day is 7 hours and two day course is 14 hours. All of the hours that you spend with on-line courses would be verifiable. They are the same material as the 2 day course, but offered in a different format. You are able to claim the actual amount of time that you spend. We don’t want to specify minimum or maximum hours for you. It makes the most sense for each member to include the actual hours that they spent on the course, since that is the actual learning time for you. 130 PASSPORT APPLICATION FORM 2014/15 CONTACT NAME: (pleaseprint)______________________________________________________________ DESIGNATION : CA ___ CMA ___ CGA ___ CPA CANDIDATE___ OTHER (please specify) ____________ ORGANIZATION:__________________________________________________________________________ ADDRESS: CITY: _____________________________ PROVINCE: ____________ POSTAL CODE: ______________ E-MAIL: _______________________________________________________________________________ TELEPHONE: ______________________________________FAX_______________________________________ EARLY BIRD PRICE REGULAR PRICE (before October 1) MEMBER (CA, CMA, CGA) NON MEMBER MEMBER(CA, CMA, CGA) (please check) TOTAL NON MEMBER CORPORATE $2050 $2500 $2215 $2725 PERSONAL $775 $940 $850 $1015 SUBTOTAL _________________________ ADD 5% GST _________________________ (GST # R107508558) TOTAL _______________________ Your confirmation will be your receipt. PAYMENT INFORMATION CHEQUE VISA MASTER CARD CARD #: Expiry Date: CARD HOLDER: (please print) AUTHORIZED SIGNATURE OF CARDHOLDER: TO REGISTER: FAX 1(306) 569-8288 Email: [email protected] MAIL Professional Development, 3621 Pasqua Street REGINA, SK S4S 6W8 (before Sept 15, 2014) or 101- 4581 Parliament Avenue, REGINA, SK S4W 0G3 (after Sept. 15, 2014) (Credit Card only) The undersigned has read, understood and agrees to be bound by the terms and conditions of the PD passport outlined. Signature: Date: 131 E – LEARNING REGISTRATION FORM 2014/15 CONTACT NAME: (please print)_________________________________________________ID #_______________ DESIGNATION : CA ___ CMA ___ CGA ___ CPA CANDIDATE ___ OTHER (please specify__________________ ORGANIZATION:_______________________________________________________________________________ ADDRESS:____________________________________________________________________________________ CITY: _____________________________ PROVINCE: ____________ POSTAL CODE: ______________ E-MAIL: _______________________________________________________________________________ TELEPHONE: __________________________________ FAX:________________________________________ Date Course Number Title Passport # Member (CA CMA CGA) NonMember Oct 20 – Dec 31, 2014 Jan 19 – Mar 13, 2015 EL1453 Tax Refresher Personal EL1460 Tax Refresher Personal $440 $440 $540 $540 Oct 20 – Dec 31, 2014 Jan 19 – Mar 13, 2015 EL1451 Tax Refresher Corporate EL1461 Tax Refresher Corporate $440 $440 $540 $540 Oct 20 – Dec 31, 2014 Jan 19 – Mar 13, 2015 EL1455 ASPE: A Survey EL1462 of the Standards $440 $440 $540 $540 Oct 20 – Dec 31, 2013 Jan 19 – Mar 13, 2015 EL1457 Auditing Refresher EL1463 Auditing Refresher $440 $440 $540 $540 Oct 20 – Dec 31, 2013 Jan 19 – Mar 13, 2015 EL1459 IFRS A Survey of the EL1464 Standards $440 $440 $540 $540 SUBTOTAL ADD 5% GST (GST # R107508558) TOTAL PAYMENT INFORMATION CHEQUE VISA MASTER CARD CARD #: Expiry Date: CARD HOLDER: (please print) AUTHORIZED SIGNATURE OF CARDHOLDER: TO REGISTER: FAX 1(306) 569-8288 Email: [email protected] MAIL Professional Development, 3621 Pasqua Street REGINA, SK S4S 6W8 (before Sept 15, 2014) or 101- 4581 Parliament Avenue, REGINA, SK S4W 0G3 (after Sept. 15, 2014) (Credit Card only) 132 COURSE REGISTRATION FORM 2014/15 NAME OF ATTENDEE: (please print)____________________________________________ ID #_______________ DESIGNATION : CA ___ CMA ___ CGA ___ CPA CANDIDATE ___ OTHER (please specify) _________________ ORGANIZATION:_______________________________________________________________________________ ADDRESS: CITY: _____________________________ PROVINCE: ____________ POSTAL CODE: ______________ E-MAIL: _______________________________________________________________________________ TELEPHONE: ________________________________________FAX:________________________________________ Course Name Code Your confirmation is your receipt – please make sure you receive one! Location Date Course Fee or Passport # SUBTOTAL ADD 5% GST (GST # R107508558) TOTAL Confirmations will be sent out immediately following the registration deadline. If email is provided, confirmations will be emailed. PAYMENT INFORMATION CHEQUE VISA MASTER CARD CARD #: Expiry Date: CARD HOLDER: (please print) AUTHORIZED SIGNATURE OF CARDHOLDER: TO REGISTER: FAX 1(306) 569-8288 Email: [email protected] MAIL Professional Development, 3621 Pasqua Street REGINA, SK S4S 6W8 (before Sept 15, 2014) or 101- 4581 Parliament Avenue, REGINA, SK S4W 0G3 (after Sept. 15, 2014) (Credit Card or Passport Only) Where registrations are limited, registrations with payment enclosed will be accepted first. Course fees must be received prior to the course. 133
© Copyright 2024