a) Accountancy Was My Life Take II: An Update on the Successful Transition of an Accounting Practice and b) The Valuator’s and Advisor’s Perspective

27 May 2021, 12:00 PM

This course will cover the perspectives of the vendor, the purchaser and the valuator/advisor in the selling of an accounting/tax practice.  In the first part of this comprehensive session, benefit from the personal experiences of both Peter Sevitt, who recently sold his accounting practice after...

(1)
1.5h
Lecturer
Multiple Lecturers
$75

Quality Management - Ensuring a Successful and Low Stress Practice Inspection

25 March 2021, 12:00 PM

Topics covered:

  • Overview of key ISQM 1 requirements
  • Understanding on-going policy monitoring versus completed file monitoring
  • Who can monitor
  • Review of common monitoring findings
  • Review of practice inspection findings
  • Preparing for inspection
  • Drafting action plans

1.5h
Picture of Marcus Guenther
Lecturer
Marcus Guenther
$75

Technology and Practice Management Full Day Live Webinar

17 November 2020, 10:00 AM



7.5h
Lecturer
Multiple Lecturers
$175

Improve your Cash Management: Hear from Commercial Banking and CPAs

11 August 2020, 9:00 AM

Attending this webinar you will learn how to protect yourself from banking fraud, taking advantage of streamlined transaction processes. Learn how to better manage your cash flow and customized banking options to help your business. Get valuable insight on Financial Management and Banking.

(2)
0.5h
Lecturer
Multiple Lecturers
Free

Accountancy WAS my life: The inside story of the successful sale of an accounting practice from both sell-side and buy-side

13 July 2020, 12:00 PM

Benefit from the personal experiences of both Peter Sevitt, who recently sold his accounting practice after 40 years of practice, and Adam Guyatt, who purchased Peter’s practice.  Peter will talk about his path to the decision to sell, the steps involved in the process from the decision to sell ...

1h
Lecturer
Multiple Lecturers
$39

Unlocking Cash in Your Business - Part Two

24 June 2020, 10:00 AM

This two-part live webinar will provide valuable information about getting cash for your business, available financing options at financial institutions & government programs including SRED, domestic & international opportunities, cutting costs without impacting the business, FX transactions, ...

1h
Lecturer
Multiple Lecturers
Free

Unlocking Cash in Your Business - Part One

23 June 2020, 11:00 AM

This two-part live webinar will provide valuable information about getting cash for your business, available financing options at financial institutions & government programs including SRED, domestic & international opportunities, cutting costs without impacting the business, FX transactions, ...

1h
Lecturer
Multiple Lecturers
Free

How to Deliver Engaging and Effective Virtual Presentations

18 June 2020, 11:00 AM

Learning objectives:

As a result of the pandemic many professionals find themselves presenting to teams, clients and others using teleconferencing software such as Zoom, Go to Training, Microsoft Teams etc.  However, presentation design and delivery for a live presentation is much ...

(3)
1.5h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$45

Harnessing Resourcefulness During Uncertainty: A Path to the New Normal

9 June 2020, 11:00 AM

During crises, we instinctively seek certainty, stability and clarity. In this 60-minute 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 tomorrow. We will cover topics such as:

  • How to...

1.5h
Lecturer
Multiple Lecturers
$45

CPAs Thriving and Adapting: A Panel on COVID-19's Effects on the Profession

20 May 2020, 11:00 AM

Panelists:
  • Bruce Ball, FCPA, FCA, CFP, Vice-President, Taxation of Chartered Professional Accountants of Canada
  • Tashia Batstone, MBA, FCPA, FCA, Senior Vice-President, External Relations and Business Development of Chartered Professional Accountants of Canada
  • Kristy Carscallen, FCPA, FCA, Canadian ...

1h
Lecturer
Multiple Lecturers
Free

Tools for Working Efficiently and Effectively at Home

11 May 2020, 11:00 AM

Items covered

  • Better use of Office 365 – How to use Microsoft Teams
  • Drop Box - A addon to your Office File transfer and additional collaboration
  • Hello Sign – Getting your documents and contracts signed securely and in one place

(2)
1.5h
Picture of Erez Zevulunov
Lecturer
Erez Zevulunov
$45