Leading Virtual Teams to Success

28 July 2021, 12:00 PM

Our new normal of hybrid working and teleconferencing has created both benefits and challenges to working within teams.

In this webinar, we will investigate the challenges of leading a virtual team including.

  • Supervising your virtual team
  • Setting expectations for your virtual team
  • Motiva...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$69

The Secret to Success with Microsoft 365

17 August 2021, 11:00 AM

Microsoft 365 is a diverse and powerful platform, however many organizations fail to see the full benefits that the system provides. In this session we will review the fundamental flaws that plague many deployments and will overview an approach to set your deployment on the ...

1h
Picture of Mark Rye
Lecturer
Mark Rye
$39

What You Need to Know About Bill C-208

25 August 2021, 1:00 PM

Bill C-208 – An Act to amend the Income Tax Act (transfer of small business or family farm or fishing corporation) (“the bill”) received Royal Assent on June 29th, 2021. This bill could have significant changes to how we tax plan for the intergenerational transfers of all small businesses in ...

1.5h
Lecturer
Multiple Lecturers
$49

World Class KPIs and Dashboards: How to Build and Use them to Drive Performance in Your Business

8 September 2021, 11:00 AM

Getting the right KPIs for a business, displayed in a simple but impactful manner can significantly improve the bottom-line results of any company. And yet often companies struggle in this area. They have too many or too few. There is questionable accuracy. The frequency isn’t good enough. They ...

1h
Picture of Andrew Rush
Lecturer
Andrew Rush
$39

What’s New with Pensions in the Small Business World?

14 September 2021, 11:00 AM

Agenda:

  1. “Game changing” legislative developments in Ontario and New Brunswick. (potential changes in Saskatchewan)
  2. Review of the tax features of pension plans that business owners miss out on when they only use RRSPs
  3. Using Pension legislation during the ...

1.5h
Picture of Jean-Pierre Laporte
Lecturer
Jean-Pierre Laporte
$49

Compilations

21 September 2021, 12:00 PM

Topics covered:

  • Introduction of CSRS 4200 and a comparison to existing s. 9200 engagements
  • CSRS 4200 requirements relating to:
    • Client acceptance and continuance procedures
    • Performance of a compilation engagement
    • Reporting, including potential qualifications
    • Documentation requirements
  • Review of the PEG ...
3h
Picture of Marcus Guenther
Lecturer
Marcus Guenther
$150

Corporate Reorganizations - Tax & Estate Planning

23 September 2021, 10:00 AM

This course will cover various aspects of the tax and estate planning considerations involved in reorganizations. The speakers will review common fact situations that they have encountered and discuss issues and traps that planners should be aware of when advising their clients.


7h
Lecturer
Multiple Lecturers
$275

Data analytics and AI in action – case studies from the front line trenches

29 September 2021, 11:00 AM

In the current business environment, a company’s competitive advantage is directly linked to its ability to capture, process, and consume data. As a result, many companies engage into a digital transformation journey. Irrespective of leaders’ awareness, data come to be the most valuable asset...

1h
Picture of Mihaela Pop
Lecturer
Mihaela Pop
$39

COVID-19 Has Made More Canadians Consider Ageing In Place: What Everyone Needs To Know To Make This Happen

1 October 2021, 11:00 AM

The great majority of seniors want to age well and in place, in homes and communities they can call their own. They want to be able to choose where they live and the structure of their living arrangements. Far too many Canadian seniors get placed where they do not want to be and do not ...

1h
Picture of Karen Henderson
Lecturer
Karen Henderson
$39

Accounting and Assurance Update

7 October 2021, 12:00 PM

Topics covered:

  • COVID-19 accounting and assurance implications
  • CAS 540R audit of accounting estimates – lessons learned
  • New quality management standards
  • CAS 315R – overview of new requirements and what to expect for implementation
  • ASPE annual improvements
  • ASNPO – results of consultation on contributions

3h
Picture of Marcus Guenther
Lecturer
Marcus Guenther
$150

Ode to Shakespeare: Death and Taxes - Webinar

14 October 2021, 10:00 AM

This course focuses on the tax implications of a deemed disposition on death including the utilizing of various attributes on death as well as the filing of various tax returns on death. This course provides a mix of both compliance and planning elements needed to prepare an individual’s terminal...

3.5h
Picture of Manu Kakkar
Lecturer
Manu Kakkar
$150

Life after Death: Post Mortem Planning Webinar

14 October 2021, 2:00 PM

This course will focus on various post mortem planning needed to eliminate the inherent double tax on private company shares. 

3.5h
Picture of Alex Ghani
Lecturer
Alex Ghani
$150

Harnessing Resourcefulness During Uncertainty

19 October 2021, 2:00 PM

We all instinctively seek certainty, stability and clarity during crises.

During this session, we will be sharing resources to enhance your resilience and resourcefulness, believing that these are the critical tools helping you to succeed today and upon entry to the new normal. We will ...

1h
Picture of Edyta Pacuk
Lecturer
Edyta Pacuk
$39

Full Day Trusts and Estates Webinar

21 October 2021, 10:00 AM
7.5h
Picture of Kimberly Whaley
Lecturer
Kimberly Whaley
$250

De-stress for Success: The New Normal

1 November 2021, 11:00 AM

We are in a period of significant change in how we work, including working from home and the increased use of video conferencing technology for communication.  The primary catalyst for this "new normal" in our working environment is COVID-19).  Current research on our stress and mental health...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$69

Executor 101 Workshop

3 November 2021, 11:00 AM
2h
Lecturer
Multiple Lecturers
$69

Ethics for Accountants

5 November 2021, 11:00 AM

In this new 4-hour course we’ll cover all the basics regarding ethics for accountants.

That will include a review of the oversight and disciplinary process, as well as the Code of Conduct for CPA Ontario, BC and Alberta. 

We’ll also conduct a deep dive into violations by rules of ...

4h
Picture of David Trahair
Lecturer
David Trahair
$150

Family Law for Financial and Legal Professionals: The Basics, and Critical Need to Know Issues

9 November 2021, 10:00 AM

This course, which is jam-packed with information and excellent speakers, is a two-part course running from November 9, 2021 at 10:00 a.m. to 5:00 p.m. and November 10, 2021 from 10:00 a.m. to 5:00 p.m.

12h
Lecturer
Multiple Lecturers
$399

Notifiable Transactions, Reportable Transactions and Uncertain Tax Positions: What You Need to Know

11 November 2021, 12:00 PM

Budget 2021 has proposed amendments to broaden the existing reportable transaction regime and to create parallel notifiable transaction and uncertain tax position reporting regimes, with draft legislation to be released in the summer of 2021. These reporting regimes will impose compliance ...

1h
Lecturer
Multiple Lecturers
$39

Shareholders Agreements: Why They’re Like Buying Insurance

17 November 2021, 2:00 PM
1h
Picture of David Shlagbaum
Lecturer
David Shlagbaum
$39