April 2021 Networking Session for ACFI Members & Affiliates

8 April 2021, 6:00 PM

April Topic: What Should Be the Role of a Business Valuator?

1h
Lecturer
Multiple Lecturers
Free

May 4, 2021: Full Day Tax Webinar

4 May 2021, 10:00 AM

This live webinar will start at 10:00 a.m. EST on May 4, 2021. The cost of this webinar $175 (+ tax) and you will earn 8.0 PD hours for attending. 

8h
Lecturer
Multiple Lecturers
$175

Independence and Ethics

11 May 2021, 12:00 PM

Topics covered:

  • Review key independence requirements in Code of Professional Conduct
  • Examples of common independence issues (Case Studies)
  • Assessing and documenting independence in assurance engagements
  • Assessing client integrity and ethics

1.5h
Picture of Marcus Guenther
Lecturer
Marcus Guenther
$75

Tax Issues in Family Law Matters

13 May 2021, 11:00 AM

This seminar will focus on the various tax issues that arise as a result of a divorce or separation. 

At a high level the topics will include:

  1. Tax treatments of support payments
  2. Deductibility of various expenses related to a breakdown of a marriage or common law partnership such as:
    1. Legal fees
    2. Child ...

3.5h
Picture of Alex Ghani
Lecturer
Alex Ghani
$150

Top Issues in Property and Income Valuations for Family Law Matters

13 May 2021, 3:00 PM

This seminar features in-depth current material dealing with the financial side of family law matters – business/asset valuations, liability valuations and income analyses. This session will cover:

  • Alternative family law dispute arenas
  • The role of valuations and income ...

3.5h
Picture of Melanie Russell
Lecturer
Melanie Russell
$150

Legal and Accounting Aspects of Earnouts

18 May 2021, 11:00 AM

Earnout provisions are a useful tool in M&A agreements for allocating risk between purchasers and sellers and for incentivizing management to help their business succeed following a change of ownership. However, they can also lead to disputes: they ‘convert today’s disagreement over price to ...

1h
Lecturer
Multiple Lecturers
$39

Board Governance and Process in Canada: A Refresher

20 May 2021, 10:00 AM

This course is for directors, trustees, CEOs and corporate secretaries, as well as finance managers and executives who deal with boards. 

This fast-paced two-hour seminar provides a refresher on key elements of practical board governance in Canada.  The content includes differing models ...

2h
Picture of Jeffrey Sherman
Lecturer
Jeffrey Sherman
$79

Accountancy Was My Life: An Update on the Sale of a Successful Accounting Practice

27 May 2021, 12:00 PM
1h
Lecturer
Multiple Lecturers
$39

Data Analytics: Leveraging the Strategic Function of the Finance Division

1 June 2021, 11:00 AM

With evolving trends in both technology and corporate management, Finance is increasingly being looked to as a key source of strategic information. While most Finance teams do a good job of producing financial statements and related analysis, there are increasing possibilities to leverage ...

1h
Picture of Rob Hong
Lecturer
Rob Hong
$39

When COVID met MAE in the Ordinary Course: Ontario Court Orders Buyer to Complete its M&A Transaction

22 June 2021, 12:30 PM

The recent decision of the Ontario Superior Court of Justice in Fairstone Financial Holdings Inc. v Duo Bank of Canada has established an important precedent for the interpretation of two common features of M&A transaction agreements - material adverse effect clauses and covenants to carry on...

1h
Lecturer
Multiple Lecturers
$39

Valuation Issues for Accounting, Tax and Financial Professionals – A Refresher Plus Common Valuation, Engagement and Professional Issues

20 July 2021, 11:00 AM

This half-day session will provide attendees with a review of the basics of valuations, both from a theoretical and practical approach, and higher level valuation issues faced by practitioners.  The agenda will include the following key areas:

1.     Valuation reference points, principles and ...

3h
Picture of Melanie Russell
Lecturer
Melanie Russell
$100

World Class KPIs and Dashboards

8 September 2021, 11:00 AM
1h
Picture of Andrew Rush
Lecturer
Andrew Rush
$39

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

o Performance of a compilation engagement

o Reporting, including potential qualifications

o Documentation requirements

  • Review of ...

3h
Picture of Marcus Guenther
Lecturer
Marcus Guenther
$150

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

Executor 101 Workshop

3 November 2021, 11:00 AM
2h
Lecturer
Multiple Lecturers
$59

Professional Ethics: Improving Psychological Safety in the Workplace

2 December 2021, 11:00 AM

Psychological safety is a belief that you are free to share your thoughts and not be punished for speaking your mind. It is an important area of research in the field of organizational behaviour. Current research has shown that organizations and teams with higher psychological safety are more ...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$49