CGA Ontario
Professional
Development.
More Skills.
More Knowledge.
More Success.
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YOUR Professional Development
Opportunities
Dear CGA,
For the past few years we have developed, planned and delivered professional development opportunities to
support your PD needs. Accounting and finance seminars are our speciality, but we know that even Ontario’s
premier accountants require more than tax and standards updates — which is why our leadership, management
and soft-skill seminars are just as successful as our technical ones.
We’ve designed each PD opportunity based on your feedback, which is why we consider it your professional
development; designed to offer you and your career more skills, more knowledge, more success.
We are pleased to announce a few new additions to our 2012-13 PD program:
More live broadcasts.
More competencies.
This year, we have expanded our live broadcast
lineup to deliver convenient online PD opportunities
across the province of Ontario. Turn to page 14 for
upcoming dates.
Our two and three-day certificate programs have
been well received since their launch in 2010. This
year, we are pleased to announce new partnerships
with Ryerson University and The Niagara Institute
to offer you more cross-platform learning and
networking opportunities. Turn to page 44 for
upcoming certificate programs.
More career development.
2012-13 will welcome the launch of our new career
development initiative. Ranging from career
clinics to employment counselling, this service
will be exclusive to CGAs and students in the
CGA program. Stay tuned via ‘Net Value and PD
Opportunities Newsletter for more details.
More regional events.
CGAs and students in Ottawa and South Western
Ontario will be pleased to learn that we are bringing
PD to you this year at regional events.
More communication.
We have introduced a few new lines of communi­
cation to ensure you can reach us with all of your
questions. If you have questions, suggestions or
feedback regarding CGA Ontario’s PD programing,
email them to PDOpportunities@cga-ontario.org
or follow us on Twitter @CGA_Ontario for news
about upcoming events.
We look forward to an exciting 2012-13 professional development program with you. Turn the page and begin a
new year of professional development.
If you ever have any questions, please contact us at any time. We will continue to work with your feedback and
continue to deliver top-notch professional development opportunities to the membership of CGA Ontario.
Warm Regards,
Donna Muirhead
Manager
Professional Development
CGA Ontario
Elly Barandeh
Program Administrator
Professional Development
CGA Ontario
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
3
Table of Contents
Programs by Category
*Also available in live broadcast format.
Programs by Location
6
Professional Development Calendar
8
Online Professional Development
14
Corporate and Personal Finance
16
Financial Accounting
19
Information Technology
24
Corporate and Personal Finance
Accounting for Matrimonial Matters
p. 16
All About Annuities
p. 16
Cheque Payment
p. 17
Creating a Financial Plan
p. 17
Financial Risk Management
p. 17
Legacy Planning for an Aging Population
p. 17
Myths of Retirement
p. 17
Stocks, Mutual Funds & ETFs
p. 18
Tax Optimization
p. 18
p. 18
International Financial
Reporting Standards
27
Wealth Management in the Canadian Landscape
Management Accounting
29
Financial Accounting
Management and Leadership Skills
32
Not-for-Profit37
Taxation and Law
38
CGA Ontario Certificate Programs
44
CGA Ontario Conferences and Conventions
47
Regional Professional Development
49
Registration & Policies
50
Seminar Speakers
52
Accounting Standards for Private Enterprises
p. 19
Auditing Standards
p. 19
Effective Reporting to Management *
p. 20
Financial Analysis for Effective Business Decisions
p. 20
Financial Statement Analysis
p. 20
Financial Statement Analysis: Advanced
p. 20
Financial Statement Analysis: An Overview *
p. 20
Forecasting & Managing Your Cash Position
p. 21
Forensic Accounting
p. 21
Fraud: Detection and Deterence
p. 21
GAAP/GAAS Review and Update *
p. 21
Internal Audit and Risk Management
p. 22
Manage Your Balance Sheet
p. 22
Preparing Compilation and Review Engagements *
p. 22
Reasonable Expectation of Profit
p. 22
Risk Management
p. 23
Risk Management Techniques
p. 23
The Due Diligence Process
p. 23
Information Technology
4
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Advanced Data Manipulation Part One
p. 24
Advanced Data Manipulation Part Two
p. 24
Building a Financial Model
p. 24
Capital Structure Modelling
p. 25
Charting with Microsoft Office: Communicate More Effectively
p. 25
Cloud Computing
p. 25
Excel Budgeting & Forecasting Techniques
p. 25
Excel Macros & VBAs Workshop
p. 25
Excel Tables
p. 25
Leadership and Coaching
p. 34
Excel: Advanced *
p. 26
Leadership Development Program
p. 34
Excel: Intermediate to Advanced
p. 26
Making Strategy Happen
p. 34
Financial Reporting & Analysis Using Excel
p. 26
Persuade Others, Build Rapport
p. 34
The Advanced Data Manipulation Using Excel Program
p. 26
Planning and Managing Your Time Effectively
p. 34
The Financial Modelling Program
p. 26
The Secrets to Effective Presentations
p. 35
Starting Your Own Practice *
p. 35
The Controllers Program
p. 35
International Financial Reporting Standards (IFRS)
IFRS: Hedge Accounting and Financial Instruments *
p. 27
The Top Ten Essential Professional Skills
p. 35
IFRS Update
p. 28
Time Management Strategies
p. 35
IFRS: An Introduction
p. 27
Tools to Better Manage Stress
p. 36
IFRS: Financial Statements Update *
p. 28
Translating Strategy Into Action
p. 36
Write Persuasively, Write Tactfully
p. 36
Management Accounting
Balanced Scorecard
p. 29
Costing & Profitability
p. 29
Enterprise Dashboards
p. 29
Financial Analysis for Effective Business Decisions
p. 29
Financial Management in the Construction Industry
p. 29
Financial Statement Analysis: Advanced
p. 30
Financial Statement Analysis: Best Practices
p. 30
Innovations in Management Accounting
p. 30
Managing to Budgetary Constraints
p. 30
Powerful Financial Analysis
p. 30
Practical Tips for Controllers & CFOs
p. 31
Practical Tips for Controllers & CFOs – The Case Course
p. 31
Risk Management
p. 31
Strategy-Based Analytics
p. 31
Variance Analysis
p. 31
Management and Leadership Skills
Become a Great Manager
p. 32
Not-for-Profit
Accounting Standards for Not-for-Profit *
p. 37
Benchmarking the Public Sector
p. 37
Taxation and Law
Allowable Business Investments
p. 38
Business Valuations
p. 38
Canadian Snowbirds & US Taxation
p. 38
Corporate and Personal Tax Update: T1 and T2 *
p. 39
Corporate and Personal Tax Update *
p. 39
Corporate Governance
p. 40
Corporate Reorganization
p. 40
Current Issues in Federal Tax *
p. 40
Employment Law 101
p. 41
GST/HST and QST in Canada
p. 41
GST/HST/QST Recovery Rules
p. 41
High Risk Areas of Tax
p. 41
HST Update *
p. 41
Ontario Business Corporations Act
p. 42
Payroll Essentials for Accounting Professionals
p. 42
Communicate in English with Confidence:
For Chinese Speaking Professionals
p. 32
Communication & Writing Workshop
p. 32
Preparing Corporate Tax Returns *
p. 42
Core Skills for Small-Medium-Enterprise
p. 33
Purchase and Sale of a Business
p. 42
Critical Conversations
p. 33
Real Estate Values and Valuation
p. 42
Dealing With Difficult People
p. 33
SRED Tax Credit Program
p. 42
Dynamic Communication Skills
p. 33
Taxable Benefits & GST/HST/QST Implications
p. 43
Emotional Intelligence
p. 33
Taxation of US Citizens Living in Canada p. 43
Essential Skills for Controllers
p. 33
Transfer Pricing
p. 43
Inspirational Leadership
p. 34
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
5
Table of Contents
Programs by Location
*Also available in live broadcast format.
Ajax Convention Centre, Ajax
Nov. 27, 2012
The Due Diligence Process
p. 23
Dec. 19, 2012
Excel: Intermediate to Advanced
p. 26
Nov. 28, 2012
Translating Strategy Into Action
p. 36
Dec. 20, 2012
Corporate and Personal Tax Update
p. 39
Dec. 4, 2012
Inspirational Leadership
p. 34
Dec. 5, 2012
Employment Law 101
p. 41
Dec. 6, 2012
Risk Management Techniques
p. 23
p. 26
Dec. 11, 2012
Excel Budgeting & Forecasting Techniques
p. 25
Sept. 26-28, 2012 The Controllers Program
p. 35
Dec. 12, 2012
Financial Reporting & Analysis Using Excel
p. 26
Oct. 3, 2012
p. 41
Dec. 13, 2012
Financial Statement Analysis: Advanced
p. 20
Oct. 9&10, 2012 Excel Macros & VBAs Workshop
p. 25
Dec. 14, 2012
Tax Optimization
p. 18
Oct. 19, 2012
Inspirational Leadership
p. 34
Dec. 18, 2012
Business Valuations
p. 38
Oct. 26, 2012
Risk Management
BMO Financial Group Institute for Learning, Toronto
Sept. 20, 2012
Excel: Intermediate to Advanced
GST/HST/QST Recovery Rules
p. 31
Jan. 24, 2013
Corporate and Personal Tax Update
p. 39
Nov. 1&2, 2012 The Financial Modelling Program
p. 26
Jan. 28, 2013
Reasonable Expectation of Profit
p. 22
Nov. 14, 2012
Financial Statement Analysis
p. 20
Mar. 21, 2013
Financial Analysis for Effective Bus. Decisions p. 29
Nov. 21, 2012
Corporate Governance
p. 40
Mar. 26, 2013
Corporate and Personal Tax Update
Nov. 23, 2012
IFRS Update
p. 28
Apr. 12, 2013
Become a Great Manager
p. 32
Nov. 26, 2012
Communication & Writing Workshop
p. 32
Apr. 26, 2013
Emotional Intelligence
p. 33
Nov. 26, 2012
Persuade Others, Build Rapport
p. 34
Nov. 26, 2012
Write Persuasively, Write Tactfully
p. 36
Donald Gordon Conference Centre, Kingston
Nov. 27, 2012
Leadership and Coaching
p. 34
Feb. 8, 2013
Corporate and Personal Tax Update
p. 40
p. 39
Nov. 29&30, 2012 The Advanced Data Manipulation
Using Excel Program
p. 26
Dec. 3, 2012
Balanced Scorecard
p. 29
Nov. 28, 2012
Accounting Standards for Private Enterprises p. 19
Dec. 7, 2012
Capital Structure Modelling
p. 25
Nov. 29, 2012
Time Management Strategies
p. 35
Jan. 18, 2013
Powerful Financial Analysis
p. 30
Feb. 14, 2013
Corporate and Personal Tax Update
p. 39
Feb. 21, 2013
Essential Skills for Controllers
p. 33
Mar. 25, 2013
Advanced Data Manipulation Part Two
p. 24
Hilton London Hotel, London
Holiday Inn Kitchener-Waterloo, Kitchener
Nov. 5, 2012
GST/HST and QST in Canada
p. 41
Delta Meadowvale Hotel & Conference Centre, Mississauga
Nov. 6, 2012
Managing to Budgetary Constraints
p. 30
Sept. 13, 2012
All About Annuities
p. 16
Jan. 15, 2013
Corporate and Personal Tax Update
p. 39
Sept. 13, 2012
Wealth Mgmt. in the Canadian Landscape
p. 18
Oct. 1, 2012
Real Estate Values and Valuation
p. 42
Oct. 2, 2012
Accounting Standards for Private Enterprises p. 19
Oct. 12, 2012
Financial Statement Analysis: Best Practices
Oct. 16, 2012
Financial Mgmt. in the Construction Industry p. 29
HRPA Education Centre, Toronto
Oct. 22, 2012
Manage Your Balance Sheet
p. 22
Oct. 4, 2012
The Secrets to Effective Presentations
p. 35
Oct. 23, 2012
IFRS: Hedge Acct. and Financial Instruments p. 27
Oct. 5, 2012
Dealing With Difficult People
p. 33
Nov. 1, 2012
Creating a Financial Plan
p. 17
Oct. 11, 2012
Enterprise Dashboards
p. 29
Nov. 2, 2012
High Risk Areas of Tax
p. 41
Dynamic Communication Skills
p. 33
Oct. 15, 2012
Communicate in English with Confidence:
For Chinese Speaking Professionals
p. 32
Nov. 5, 2012
Holiday Inn Windsor, Windsor
Feb. 22, 2013
Corporate and Personal Tax Update
p. 39
p. 30
Nov. 13, 2012
Preparing Corporate Tax Returns
p. 42
Oct. 18, 2012
Accounting for Matrimonial Matters
p. 16
Nov. 15, 2012
Forensic Accounting
p. 21
Oct. 22, 2012
Cloud Computing
p. 25
Nov. 16, 2012
Essential Skills for Controllers
p. 33
Oct. 23, 2012
Costing & Profitability
p. 29
Nov. 20, 2012
Stocks, Mutual Funds & ETFs
p. 18
Oct. 24, 2012
The Top Ten Essential Professional Skills
p. 35
6
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Oct. 25, 2012
Auditing Standards
p. 19
Nottawasaga Inn Resort, Alliston
Nov. 12, 2012
Variance Analysis
p. 31
Feb. 15, 2013
Nov. 15, 2012
Planning and Managing Your Time Effectively p. 34
Nov. 16, 2012
Canadian Snowbirds & US Taxation
p. 38
Ontario Bar Association, Toronto
Nov. 16, 2012
Taxation of US Citizens Living in Canada p. 43
Aug. 9, 2012
GAAP/GAAS Review and Update *
p. 21
Nov. 20, 2012
Critical Conversations
p. 33
Aug. 13, 2012
Starting Your Own Practice *
p. 35
Nov. 21, 2012
Tools to Better Manage Stress
p. 36
Aug. 14, 2012
Preparing Compilation & Review Engagements * p. 22
Nov. 23, 2012
Fraud: Detection and Deterence
p. 21
Oct. 15, 2012
GAAP/GAAS Review and Update *
p. 21
Dec. 3, 2012
Allowable Business Investments
p. 38
Oct. 17, 2012
Financial Statement Analysis: An Overview *
p. 20
Dec. 3, 2012
Purchase and Sale of a Business
p. 42
Oct. 19, 2012
Preparing Corporate Tax Returns *
p. 42
Corporate and Personal Tax Update
p. 39
Dec. 6, 2012
Myths of Retirement
p. 17
Nov. 7, 2012
HST Update *
p. 41
Dec. 10, 2012
GST/HST/QST Recovery Rules
p. 41
Nov. 22, 2012
Effective Reporting to Management *
p. 20
Dec. 11, 2012
Legacy Planning for an Aging Population
p. 17
Dec. 4, 2012
Ontario Business Corporations Act
p. 42
Dec. 17, 2012
SRED Tax Credit Program
p. 42
Dec. 13, 2012
Excel: Advanced *
p. 26
Dec. 18, 2012
Innovations in Management Accounting
p. 30
Dec. 17, 2012
Financial Statement Analysis: An Overview *
p. 20
Jan. 22, 2013
Taxable Benefits & GST/HST/QST Implications p. 43
Dec. 18, 2012
IFRS: Financial Statements Update *
p. 28
Mar. 18, 2013
Transfer Pricing
p. 43
Dec. 19, 2012
Accounting Standards for Not-for-Profit *
p. 37
Mar. 19, 2013
Internal Audit and Risk Management
p. 22
Dec. 20, 2012
Current Issues in Federal Tax *
p. 40
Apr. 16, 2013
Benchmarking the Public Sector
p. 37
Dec. 21, 2012
Corporate and Personal Tax Update: T1 & T2 * p. 39
Jan. 16, 2013
IFRS: Hedge Acct. and Financial Instruments * p. 27
Jan. 29, 2013
Corporate and Personal Tax Update *
p. 39
Ivey ING Direct Leadership Centre, Toronto
Oct. 5, 2012
IFRS: An Introduction
p. 27
Jan. 30, 2013
GAAP/GAAS Review and Update *
p. 21
p. 31
Oct. 12, 2012
Practical Tips for Controllers & CFOs
Feb. 7, 2013
Effective Reporting to Management
p. 20
Nov. 6, 2012
Accounting Standards for Private Enterprises p. 19
Feb. 11, 2013
Starting Your Own Practice *
p. 35
Nov. 19, 2012
Charting with Microsoft Office:
Communicate More Effectively
p. 25
Feb. 12, 2013
Preparing Compilation & Review Engagements * p. 22
Feb. 19, 2013
GAAP/GAAS Review and Update *
p. 21
Nov. 19, 2012
Excel Tables
p. 25
Feb. 20, 2013
Corporate and Personal Tax Update *
p. 39
Nov. 22, 2012
Corporate Reorganization
p. 40
Dec. 7, 2012
Strategy-Based Analytics
p. 31
Ron Joyce Centre, Burlington
Dec. 14, 2012
Practical Tips for Controllers & CFOs
– The Case Course
p. 31
Jan. 14, 2013
Dec. 17, 2012
Cheque Payment
p. 17
Dec. 18, 2012
Financial Risk Management
p. 17
Dec. 19, 2012
Making Strategy Happen
p. 34
Dec. 20, 2012
Financial Statement Analysis: Advanced
p. 30
Feb. 26&27, 2013 Excel Macros & VBAs Workshop
p. 25
Mar. 1, 2013
Risk Management
p. 23
Mar. 15, 2013
Financial Reporting & Analysis Using Excel
p. 26
Apr. 5, 2013
Core Skills for Small-Medium-Enterprise
Apr. 8, 2013
Apr. 23, 2013
Corporate and Personal Tax Update
p. 39
Royal Niagara Golf Club, Niagara-on-the-Lake
Feb. 25, 2013
Corporate and Personal Tax Update
p. 39
The Southway Inn, Ottawa
Dec. 10, 2012
Advanced Data Manipulation Part One
p. 24
Dec. 11, 2012
Building a Financial Model
p. 24
p. 33
Dec. 12, 2012
Practical Tips for Controllers & CFOs
– The Case Course
p. 31
Leadership Development Program
p. 34
Dec. 13, 2012
Financial Analysis for Effective Bus. Decisions p. 20
Forecasting & Managing Your Cash Position
p. 21
Jan. 17, 2013
Corporate and Personal Tax Update
p. 39
Manufacturers Life Financial Conference Centre, Toronto
Oct. 10, 2012
Payroll Essentials for Accounting Professionals p. 42
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
7
YOUR
A
U
G
U
ST
Professional Development
Opportunities at a Glance
Monday
6
Tuesday
7
Wednesday
Thursday
1
2
8
9
Friday
3
10
GAAP/GAAS Review
and Update *
(p. 21, Toronto)
13
14 Preparing Compilation
& Review Engagements *
(p. 22, Toronto)
Starting Your
Own Practice *
(p. 35, Toronto)
15
16
17
Certificate in Creative Problem Solving
and Innovative Thinking
(p. 45, Burlington)
Certificate in Financial Management for
HR Professionals: Advanced
(p. 44, Toronto)
Certificate in Human Resources for CGAs
(p. 46, Toronto)
20
21
22
23
24
30
31
Certificate in Strategic Leadership
(p. 45, Toronto)
27
28
SE
PT
EM
BE
29
R
Certificate in Financial Management for
HR Professionals: Fundamentals
(p. 45, Toronto)
Monday
3
Tuesday
4
Wednesday
Thursday
5
6
12
13
Friday
7
September Weekend Events
New Member Event
September 22, 2012
Niagara-on-the-Lake
10
Work and Learn Conference
September 28 & 29, 2012
Kitchener
11
14
All About Annuities
(p. 16, Mississauga)
Wealth Management in
the Canadian Landscape
(p. 18, Mississauga)
17
18
19
20
21
Practitioners’ Convention
(p. 47, Niagara-on-the-Lake)
Excel: Intermediate
to Advanced
(p. 26, Toronto)
24
25
26
Annual General Meeting
(p. 47, Niagara-on-the-Lake)
27
28
The Controllers Program
(p. 35, Toronto)
*Also available in live broadcast format.
8
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
BE
R
CT
O
O
Monday
1
Tuesday
Wednesday
2
Real Estate Values
and Valuation
(p. 42, Mississauga)
3
4
Accounting Standards for
Private Enterprise
(p. 19, Mississauga)
9
8
Thursday
5
GST/HST/QST
Recovery Rules
(p. 41, Toronto)
10
Friday
IFRS: An Introduction
(p. 27, Toronto)
The Secrets to Effective
Presentations
(p. 35, Toronto)
11
Excel Macros
& VBAs Workshop
(p. 25, Toronto)
Dealing With
Difficult People
(p. 33, Toronto)
12
Financial Statement
Analysis: Best Practices
(p. 30, Mississauga)
Enterprise Dashboards
(p. 29, Toronto)
Practical Tips for
Controllers & CFOs
(p. 31, Toronto)
Payroll Essentials for
Accounting Professionals
(p. 42, Toronto)
15
16
GAAP/GAAS Review
and Update *
(p. 21, Toronto)
23
Inspirational Leadership
(p. 34, Toronto)
24
IFRS: Hedge Accounting
and Financial Instruments
(p. 27, Mississauga)
Cloud Computing
(p. 25, Toronto)
Costing & Profitability
(p. 29, Toronto)
30
19
Certificate in Building
Leadership Essentials
(p. 46, Toronto)
Financial Statement Analysis:
An Overview *
(p. 20, Toronto)
Manage Your Balance Sheet
(p. 22, Mississauga)
29
18
Financial Management in
the Construction Industry
(p. 30, Mississauga)
Communicate in English
with Confidence: For Chinese
Speaking Professionals
(p. 32, Toronto)
22
17
25
The Top Ten Essential
Professional Skills
(p. 35, Toronto)
31
Accounting for
Matrimonial Matters
(p. 16, Toronto)
Preparing Corporate
Tax Returns *
(p. 42, Toronto)
26
Auditing Standards
(p. 19, Toronto)
Risk Management
(p. 31, Toronto)
October Weekend Events
Southern Work and Play Regional Conference
October 19 & 20, 2012
Chatham
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
9
VE
M
BE
R
O
N
Monday
Tuesday
Wednesday
Thursday
Friday
2
1
November Weekend Events
Admission to Membership and Awards Ceremony
November 10, 2012
Toronto
The Financial
Modelling Program
(p. 26, Toronto)
High Risk
Areas of Tax
(p. 41, Mississauga)
Creating a
Financial Plan
(p. 17, Mississauga)
9
8
7
6
5
Golden Horseshoe Regional Event
(p. 49, Kitchener)
Dynamic
Communication Skills
(p. 33, Mississauga)
Managing to Budgetary
Constraints
(p. 30, Kitchener)
GST/HST and QST in Canada
(p. 41, Kitchener)
Preparing Corporate
Tax Returns
(p. 42, Mississauga)
Variance Analysis
(p. 31, Toronto)
Charting with Microsoft Office:
Communicate More Effectively
(p. 25, Toronto)
Stocks, Mutual Funds & ETFs
(p. 18, Mississauga)
Critical Conversations
(p. 33, Toronto)
Excel Tables
(p. 25, Toronto)
Communication
& Writing Workshop
(p. 32, Toronto)
Persuade Others,
Build Rapport
(p. 34, Toronto)
Write Persuasively,
Write Tactfully
(p. 36, Toronto)
10
The Due
Diligence Process
(p. 23, Mississauga)
Leadership and Coaching
(p. 34, Toronto)
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Taxation of US Citizens
Living in Canada
(p. 43, Toronto)
Planning and Managing
Your Time Effectively
(p. 34, Toronto)
Essential Skills for
Controllers
(p. 33, Mississauga)
23
22
Tools to Better
Manage Stress
(p. 36, Toronto)
Effective Reporting
to Management *
(p. 20, Toronto)
Fraud: Detection
and Deterence
(p. 21, Toronto)
Corporate Governance
(p. 40, Toronto)
Corporate Reorganization
(p. 40, Toronto)
IFRS Update
(p. 28, Toronto)
30
29
28
27
26
Canadian Snowbirds
& US Taxation
(p. 38, Toronto)
Forensic Accounting
(p. 21, Mississauga)
Financial Statement Analysis
(p. 20, Toronto)
21
20
19
16
15
14
13
12
Annual Conference
(p. 47, Toronto)
HST Update *
(p. 41, Toronto)
Accounting Standards
for Private Enterprises
(p. 19, Toronto)
The Advanced Data Manipulation
Using Excel Program
(p. 26, Toronto)
Accounting Standards for
Private Enterprises
(p. 19, London)
Translating Strategy
Into Action
(p. 36, Mississauga)
Time Management
Strategies
(p. 35, London)
Southwestern Regional Event
(p. 49, London)
EC
EM
BE
R
D
Monday
3
Tuesday
4
5
Balanced Scorecard
(p. 29, Toronto)
Inspirational Leadership
(p. 34, Mississauga)
Allowable Business
Investments
(p. 38, Toronto)
11
Thursday
Friday
6
7
12
Capital Structure
Modelling
(p. 25, Toronto)
Myths of Retirement
(p. 17, Toronto)
Employment Law 101
(p. 41, Mississauga)
Ontario Business
Corporations Act
(p. 42, Toronto)
Purchase and Sale
of a Business
(p. 42, Toronto)
10
Wednesday
Risk Management
Techniques
(p. 23, Mississauga)
Strategy-Based
Analytics
(p. 31, Toronto)
13
14
Capital Regional Event
(p. 49, Ottawa)
Legacy Planning for an
Aging Population
(p. 17, Toronto)
Advanced Data
Manipulation Part One
(p. 24, Ottawa)
Building a Financial Model
(p. 24, Ottawa)
18
Financial Analysis for
Effective Business Decisions
(p. 20, Ottawa)
19
Tax Optimization
(p. 18, Mississauga)
Financial Statement
Analysis: Advanced
(p. 20, Mississauga)
Practical Tips for
Controllers & CFOs –
The Case Course
(p. 31, Ottawa)
Excel Budgeting &
Forecasting Techniques
(p. 25, Mississauga)
GST/HST/QST Recovery Rules
(p. 41, Toronto)
17
Financial Reporting &
Analysis Using Excel
(p. 26, Mississauga)
Practical Tips for
Controllers & CFOs –
The Case Course
(p. 31, Toronto)
Excel: Advanced *
(p. 26, Toronto)
20
21
Certificate in Creative Problem Solving
and Innovative Thinking
(p. 45, Toronto)
Certificate in Human Resources for CGAs
(p. 46, Toronto)
24
Financial Risk Management
(p. 17, Toronto)
Making Strategy Happen
(p. 34, Toronto)
Cheque Payment
(p. 17, Toronto)
IFRS: Financial
Statements Update *
(p. 28, Toronto)
Accounting Standards
for Not-for-Profit *
(p. 37, Toronto)
Financial Statement
Analysis: An Overview *
(p. 20, Toronto)
Innovations in
Management Accounting
(p. 30, Toronto)
SRED Tax Credit Program
(p. 42, Toronto
Business Valuations
(p. 38, Mississauga)
25
Financial Statement
Analysis: Advanced
(p. 30, Toronto)
Excel: Intermediate
to Advanced
(p. 26, Ajax)
26
Corporate and Personal
Tax Update: T1 and T2 *
(p. 39, Toronto)
Corporate and Personal
Tax Update
(p. 39, Ajax)
Current Issues in
Federal Tax *
(p. 40, Toronto)
27
28
*Also available in live broadcast format.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
11
n
uar
y
Ja
Monday
7
14
Tuesday
Wednesday
2
3
4
8
9
10
11
16
17
15
Corporate and
Personal Tax Update
(p. 39, Kitchener)
22
28
Friday
1
Corporate and
Personal Tax Update
(p. 39, Burlington)
21
Thursday
IFRS
(p. 27, Toronto)
24
23
Taxable Benefits &
GST/HST/QST
Implications
(p. 43, Toronto)
18
Corporate and
Personal Tax Update
(p. 39, Ottawa)
Powerful Financial
Analysis
(p. 30, Toronto)
25
Corporate and
Personal Tax Update
(p. 39, Mississauga)
29
30
31
Corporate and
Personal Tax Update *
(p. 39, Toronto)
GAAP/GAAS
Review and Update *
(p. 21, Toronto)
Monday
Tuesday
Wednesday
FE
BR
U
A
RY
Reasonable
Expectation of Profit
(p. 22, Mississauga)
Thursday
Friday
1
February Weekend Events
Joint Chapter Symposium
February 23, 2013
Toronto
4
5
7
6
8
Effective Reporting
to Management
(p. 20, Toronto)
11
12
Starting Your
Own Practice *
(p. 35, Toronto)
19
18
20
26
Corporate and
Personal Tax Update
(p. 39, Niagara-on-the-Lake)
15
Corporate and
Personal Tax Update
(p. 39, London)
GAAP/GAAS
Review and Update *
(p. 21, Toronto)
25
14
13
Preparing
Compilation and
Review Engagements *
(p. 22, Toronto)
Corporate and
Personal Tax Update
(p. 39, Kingston)
21
Corporate and
Personal Tax Update *
(p. 39, Toronto)
27
Corporate and
Personal Tax Update
(p. 39, Alliston)
22
Essential Skills for
Controllers
(p. 33, Toronto)
Corporate and
Personal Tax Update
(p. 39, Windsor)
28
Excel Macros
& VBAs Workshop
(p. 25, Toronto)
*Also available in live broadcast format.
12
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
RC
H
M
A
Monday
Tuesday
Wednesday
Thursday
Friday
1
Risk Management
(p. 23, Toronto)
4
5
7
6
8
Controllers’ Congress
(p. 48, Mississauga)
11
12
13
15
14
Financial Reporting
& Analysis Using Excel
(p. 26, Toronto)
18
19
25
20
21
27
28
Internal Audit and
Risk Management
(p. 22, Toronto)
Transfer Pricing
(p. 43, Toronto)
26
22
29
Corporate and
Personal Tax Update
(p. 40, Mississauga)
A
PR
IL
Advanced Data
Manipulation Part Two
(p. 24, Toronto)
Financial Analysis
for Effective Business
Decisions
(p. 29, Mississauga)
Monday
1
Tuesday
2
Wednesday
3
Thursday
4
Friday
5
Core Skills for SmallMedium-Enterprise
(p. 33, Toronto)
8
9
10
11
12
Leadership
Development Program
(p. 34, Toronto)
15
Become a
Great Manager
(p. 32, Mississauga)
16
17
18
19
24
25
26
Benchmarking the
Public Sector
(p. 37, Toronto)
22
23
Forecasting &
Managing Your
Cash Position
(p. 21, Toronto)
29
Emotional
Intelligence
(p. 33, Mississauga)
30
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
13
Online Professional Development
The world is online — so are your PD opportunities.
Last year’s introduction of live broadcast programming was so successful; we had to expand it this year!
CGA Ontario is expanding these interactive offerings to better serve members across the province,
specially for those in remote regions.
Here are two reasons why you should give it a try:
It’s interactive: the live chat option allows you to interact with the speaker, so you will always feel like
you’re a part of the room!
It’s cost-effective: by participating online you can also forget about the time, cost and stress associated with travelling. You can participate from the comfort of your workplace, home or anywhere you
have access to the Internet.
New Live Broadcast Lineup
Ne w
Li v e
Broad
cast
lineup
GAAP/GAAS Update
August 9, 2012
Current Issues in Federal Tax
December 20, 2012
Starting Your Own Practice
August 13, 2012
Corporate and Personal Tax Update: T1 and T2 (Full day)
December 21, 2012
Preparing Compilation and Review Engagements
August 14, 2012
Corporate and Personal Tax Update: T1 (Half day)
December 21, 2012
GAAP/GAAS Update
October 15, 2012
Corporate and Personal Tax Update: T2 (Half day)
December 21, 2012
Financial Statement Analysis: An Overview
October 17, 2012
2013 Seminars
Preparing Corporate Tax Returns
October 19, 2012
IFRS
January 16, 2013
HST Update
November 7, 2012
Corporate and Personal Tax Update
January 29, 2013
Effective Reporting to Management
November 22, 2012
GAAP/GAAS Review and Update
January 30, 2013
Excel: Advanced
December 13, 2012
Starting Your Own Practice
February 11, 2013
Financial Statement Analysis: An Overview
December 17, 2012
Preparing Compilation and Review Engagements
February 12, 2013
IFRS: Financial Statements Update
December 18, 2012
GAAP/GAAS Review and Update
February 19, 2013
Accounting Standards for Not-for-Profit
December 19, 2012
Corporate and Personal Tax Update
February 20, 2013
CGA Ontario is committed to expanding our professional development offerings and learning platforms to better
serve our members across the province.
14
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Look out for
the icon!
Whenever you see it below the
details of a seminar, you’ll know that
the seminar is available both in-person and via live broadcast format.
The live broadcast made me feel
physically present at the seminar!
– Mohamed Laroussi, CGA
CGA ONTARIO’S
EMPLOYMENT
REFERRAL SERVICE
A Unique Opportunity for You
CGA Ontario’s Employment Referral Service (ERS) is
exclusive to CGAs and students enrolled in the CGA
program. Every job posted and every employer that
browses through the resumé database represents a
unique opportunity for you and your career.
Powered by Workopolis NicheNetwork, Canada’s largest
network of industry-specific job sites, the ERS allows you to:
Access job listings exclusive to CGAs and students.
Access a wide range of great career management tools.
Create automatic job emails that will alert you as soon
as new jobs matching your criteria are posted online.
Store multiple resumés in your account and feature them
online for top employers to find.
PD Net is an online portal that is
developed and maintained by CGA
Canada. The portal offers various
resources:
Students, if you have just graduated from post-secondary
studies and are newly enrolled in the CGA program, the ERS
can be your route to finding your first accounting or finance
position. By the time you’re ready to become a CGA, you
• Professional
development products:
live webcasts, articles, and online
courses covering every aspect of
accounting, taxation, and business
management.
• Online directory of free business
resources: comprehensive and always
current and hand-picked by business
experts.
may find that the practical experience you need was obtained
through the ERS!
• Exclusive
offers and discounts on
products and services to increase
your productivity as a professional.
• Personalized learning environment
including a customizable monthly
newsletter.
Sign up today. It’s free for CGAs and students to join. Just log
Visit cga-pdnet.org today!
into your account at cga-ontario.org and access the ERS under
the “Benefits and Services” section of the website.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
15
Corporate and Personal Finance
Put your financial strategies to work.
Addressing a wide array of concepts, from financial planning to risk management and retirement strategies,
the seminars in this section are a great resource for corporate and personal finance strategies. Attending these
seminars will help you improve your financial knowledge and hone your financial skills.
Accounting for Matrimonial Matters
All About Annuities
October 18, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Robert Forsyth, FCGA
$425 CGAs/Students, $525 Non-Members
September 13, 2012
9 a.m. – 12:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Kurt Rosentreter
$225 CGAs/Students, $285 Non-Members
Focused on the issues of family property division and
child and spousal support, this seminar is designed to
help accountants understand the financial, legal and judicial framework of matrimonial rights and responsibilities.
Learning Outcomes
• Manage potential ethical problems.
• Establish matrimonial obligations and entitlements.
• Understand the expert witness role.
16
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
For those considering retirement portfolio options for
themselves or their clients, this seminar explores annuities and the role they can play in retirement planning.
Learning Outcomes
• Improved understanding of annuities.
• Learn inflation indexing and current rates.
• The role of annuities in estate planning.
Corporate and Personal Finance 2012-13 Professional Development Opportunities
Cheque Payment
December 17, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Karen Horcher, CGA
$425 CGAs/Students, $525 Non-Members
For business managers, controllers and others with an
interest in payments, this seminar is designed to provide an overview of cheque and payment initiatives
that provide different ways to make and receive payments.
Learning Outcomes
• Understand types of business payments.
• Grasp advantages and disadvantages of payment
options.
• Protect your organization from payment fraud.
Creating a Financial Plan
November 1, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Kurt Rosentreter
$425 CGAs/Students, $525 Non-Members
Legacy Planning for an Aging
Population
December 11, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Peter Wouters
$425 CGAs/Students, $525 Non-Members
This seminar focuses on how to conserve and distribute
estate assets efficiently and effectively, and keep with
the wishes of your elder clients during their lifetime
and at death.
Learning Outcomes
• Understand the legacy planning process.
• Knowledge of estate planning tools.
• Transfer strategies and special considerations.
Myths of Retirement
December 6, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Jim Otar
$425 CGAs/Students, $525 Non-Members
Designed for individuals with diverse financial goals,
this seminar will describe how to create the ideal personal financial plan and focus on strategies to achieve
financial goals.
For those interested in retirement options, this seminar will expose case study solutions to a variety of
typical retirement questions like determining retirement savings, how to select a financial planner, annuities and investments, and common myths and pitfalls
in retirement planning.
Learning Outcomes
• Essential techniques to prepare a financial plan.
• Plan and design retirement income.
• Core investment planning strategies to build an
investment portfolio.
Learning Outcomes
• Increased knowledge of Canadian retirement
portfolios.
• Understand retirement forecasting practices.
• How to select the right financial retirement advisor.
Financial Risk Management
December 18, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Karen Horcher, CGA
$425 CGAs/Students, $525 Non-Members
For those managing financial exposures, this session
provides a practical insight of various financial risks.
Particularly foreign exchange, interest rate, hedging
policy and operational considerations.
Learning Outcomes
• Recognize market-related financial risks.
• Compare strategies for managing risk.
• Consider alternatives to reduce risk.
DID YOU KNOW?
We’ve partnered up with Ryerson University and the
Niagara Institute to provide you with two new certificate programs this year. Turn to page 44 to read
more!
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
17
Stocks, Mutual Funds & ETFs
November 20, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Kurt Rosentreter
$425 CGAs/Students, $525 Non-Members
Personal investment choices can be overwhelming.
This seminar will address the diverse choices in
today’s personal finance market, teach participants
how to evaluate their current portfolio and how to
make successful decisions in the future.
Learning Outcomes
• How to select the ideal financial expert.
• The six step process to build and maintain a smart
investment portfolio.
• Understand the pros and cons of stocks, mutual
funds and ETFs.
Tax Optimization
December 14, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: John DeGoey
$425 CGAs/Students, $525 Non-Members
For those with a background integrating tax planning
with investment planning, this seminar will cover; minimizing portfolio turnover, tax loss selling, dividends,
capital gains, and much more.
Learning Outcomes
• Reduce taxes by minimizing trading.
• Optimize accounts to reduce tax liabilities.
• Utilize tax-assisted products to gain tax relief.
Certificate in
Creative Problem Solving
and Innovative Thinking
August 14 & 15, 2012
December 17 & 18, 2012
A program designed specifically for CGAs to
support them in linking the process of creative
problem solving with the skills and tools to
make that process work.
Provided in partnership with the McMaster University Executive
Education, Degroote School of Business, and Basadur Applied
Creativity Institute, CGA Ontario is pleased to offer to CGAs and
industry professionals an in-depth two-day certificate program.
This exciting new program will support you in identifying and
emphasizing opportunities for discovering improvements in processes, products, teamwork, and the implementation of innovative
Wealth Management in the
Canadian Landscape
solutions to everyday problems.
September 13, 2012
1 p.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Kurt Rosentreter
$225 CGAs/Students, $285 Non-Members
University in partnership with CGA Ontario and Basadur Applied
This seminar provides participants with an objective
outlook of wealth management in Canada, delving
into key investment products for individuals or clients
with high net worth.
Programs.”
Learning Outcomes
• Improved knowledge of wealth management.
• Smart tax investing techniques.
• Key investment products for those with high
net worth.
18
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Participants will receive a certificate of completion from McMaster
Creativity Institute.
For more information on the Certificate in Creative Problem
Solving and Innovative Thinking, see “CGA Ontario Certificate
Financial Accounting
Strong financial accounting is at the core of every CGA’s skills.
The seminars in this section are designed to maintain, solidify and strengthen financial accounting skills while introducing you
to new accounting standards and concepts. These seminars focus on current and emerging issues, principles and accounting
standards in Canada and internationally.
Accounting Standards for Private
Enterprises
October 2, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
November 6, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
November 28, 2012
9 a.m. – 4:30 p.m.
Hilton London Hotel, London
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will compare changes from current GAAP
under Part V of the Handbook, to the new standards in
Part II, and cover transition issues and the conceptual
framework.
Learning Outcomes
• GAAP framework under ASPE.
• Prepare an implementation plan.
• Convert your organization to ASPE.
Auditing Standards
October 25, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Cindy Kottoor
$425 CGAs/Students, $525 Non-Members
This seminar will review the requirements of Canadian
Auditing Standards (CAS) as they relate to the planning,
execution and reporting on audit arrangements.
Participants will learn and share practical tips for improving
the effectiveness and efficiency of their engagements.
Learning Outcomes
• Improved understanding of the revised CICA
Assurance Handbook.
• Methods for obtaining audit evidence.
• Produce sufficient and appropriate audit
documentation.
DID YOU KNOW?
We have a certificate program to meet your needs as
a professional accountant. Turn to page 44 to read
more.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
19
Financial Accounting 2012-13 Professional Development Opportunities
Effective Reporting to Management
Financial Statement Analysis
November 22, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Cindy Kottoor
$425 CGAs/Students, $525 Non-Members
November 14, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Live Broadcast
February 7, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Cindy Kottoor
$425 CGAs/Students, $525 Non-Members
Designed for those who write, contribute or report to
management, this seminar will help participants
identify what reports require, how to write clear and
effective reports, and ensure correctness and
completeness of fact.
Learning outcomes
• Understand the needs of management reports.
• Write clearly to foster understanding.
• Design templates for effective reporting.
Financial Analysis for Effective
Business Decisions
December 13, 2012
9 a.m. – 4:30 p.m.
The Southway Inn, Ottawa
Speaker: Vijay Jog
$425 CGAs/Students, $525 Non-Members
This seminar will take participants beyond traditional
controllership and budgeting rules to address the
changing role of accounting and finance professional,
discussing value creation, value drivers, and strategic
decision making.
Learning Outcomes
• Grasp the changing role of the CFO and finance
function.
• Understand value creation and growth.
• Link business strategy to financial numbers.
For those interested in acquiring a deeper understanding of how those outside an organization analyze and make use of published financial statements,
this seminar will deepen your knowledge of financial
statement analysis, key ratios and trends, management accounting reports and more.
Learning Outcomes
• Improved knowledge of financial statement analysis.
• Understand how financial analysis is used in
conjunction with other information.
• Different types of management accounting reports.
Financial Statement Analysis:
Advanced
December 13, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Keith Martin
$425 CGAs/Students, $525 Non-Members
Through the use of examples, this seminar will
strengthen your financial statement analysis capabilities, familiarizing participants with reporting issues,
key ratios and potential conceptual framework issues.
Learning Outcomes
• Increased confidence reviewing financial information.
• Awareness of financial reporting issues.
• Practices to make ratios work.
Financial Statement Analysis:
An Overview
Live Broadcast
October 17, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
December 17, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Refresh and deepen your knowledge of financial statement analysis, key ratios, trends and how to connect
financial analysis with management accounting reports.
Learning Outcomes
• Improved financial statement analysis.
• Awareness of financial statement trends.
• Convert financial analysis into management reporting.
20
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Financial Accounting 2012-13 Professional Development Opportunities
Forecasting & Managing Your Cash
Position
GAAP/GAAS Review and Update
Live Broadcast
April 23, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Designed for professional accountants, this session
will enable you to help your organization or clients
forecast future cash positions and manage cash
resources effectively, including alternative financing
to improve cash positions.
Learning Outcomes
• Best practices to develop, maintain and update a
cash forecast.
• Understand approaches to speed up the flow of cash.
• Understand financing alternatives to improve cash
positions.
Forensic Accounting
November 15, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Everett Colby, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar is for all accountants, as no one is
immune to fraud. It will provide an overview of forensic accounting, define the specialty, describe how to
investigate a case, provide decision facts to consider,
and describe how to write reports, and testify.
August 9, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
October 15, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
January 30, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
February 19, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
For those preparing or reviewing corporate financial
statements, this seminar focuses on GAAP with an
overview of GAAS and explores major sections of the
CICA Handbook.
Learning Outcomes
• Improved knowledge of GAAP and GAAS.
• More effective research of standards issues.
• Improved efficiency with the CICA Handbook.
Learning Outcomes
• Improved awareness of forensic accounting.
• Write strong reports.
• Understanding how to react to fraud.
Fraud: Detection and Deterence
November 23, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Robert Forsyth, FCGA
$425 CGAs/Students, $525 Non-Members
DID YOU KNOW?
You can attend 23 of our
seminars this year without
leaving your home? Turn to
page 14 to read more.
Using case study examples, learn how to detect the
“red flags” of fraud and understand the mechanisms
of risk tolerance and management as well as fraud
prevention, deterrence and mitigation.
Learning Outcomes
• Increased knowledge of fraud and accounting
standards.
• Complete fraud-risk assessment in your
organization.
• Protect your organization from fraud.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
21
Financial Accounting 2012-13 Professional Development Opportunities
Internal Audit and Risk
Management
Full Day
March 19, 2013
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Robert Forsyth, FCGA
$425 CGAs/Students, $525 Non-Members
Half Day:
Internal Audit
March 19, 2013
9 a.m. – 12:30 p.m.
$225 CGAs/Students, $285 Non-Members
For accounting and finance professionals interested in internal auditing, this seminar is intended to introduce participants to internal auditing
concepts and procedures and provide a breakdown of definitions, responsibilities, typical
reports and special assignments. Participants
can register for the morning session, the afternoon session or both.
Learning Outcomes
• Auditing concepts and procedures.
• Auditing’s required skill sets.
• Deliverables, special assisgnments and typical
reports.
Half Day:
Risk Management
March 19, 2013
1 p.m. – 4:30 p.m.
$225 CGAs/Students, $285 Non-Members
This seminar will cover risk assessment and management, taking a look at both from the point of
view of a public practice and a larger organization.
Learning Outcomes
• Awareness of the roles and responsibilities of
practitioners.
• Understand internal auditing concepts.
• Improved knowledge of risk management
theories and practices.
Manage Your Balance Sheet
October 22, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
For those with a solid knowledge of financial statement analysis, deepen your knowledge of how balance sheet and financial positions should be budgeted for, monitored and any corrective action to be
taken as required.
Learning Outcomes
• How to identify future events that may require
action.
• Improved knowledge of financial structures.
• Steps to monitor and improve financial structures.
Preparing Compilation and Review
Engagements
Live Broadcast
August 14, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Bruce Clark, CGA, John Nazzaro, CGA
$425 CGAs/Students, $525 Non-Members
February 12, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Bruce Clark, CGA, John Nazzaro, CGA
$425 CGAs/Students, $525 Non-Members
Trace the compilation and review engagement process from start to finish with key tips and guidelines
for efficiency and effectiveness every step of the way.
Learning Outcomes
• Produce and present financial statements.
• Plan compilation and review engagements.
• Perform compilation and review procedures.
Reasonable Expectation of Profit
January 28, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will explore when Reasonable
Expectation of Profit (REOP) reviews are acceptable
and the general factors to determine the existence of
REOP and review a case law and CRA’s stated policy.
Learning Outcomes
• Understand when REOP is applicable.
• Apply the CRA’s criteria to determine REOP.
• Discover how to determine the outcome and
consider facts.
22
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Risk Management
March 1, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Cindy Kottoor
$425 CGAs/Students, $525 Non-Members
This seminar will cover risk assessment and management, taking a look at both from the point of view of a
public practice and a larger organization.
Learning Outcomes
• Awareness of the roles and responsibilities of
practitioners.
• Understand internal auditing concepts.
• Knowledge of risk management theories and
practices.
Risk Management Techniques
December 6, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Defining and identifying risk management, this seminar will take a detailed look at internal controls and
teach participants how to design or improve internal
controls.
Learning Outcomes
• Understand the value and nature of controls.
• Grasp the responsibility and limitations of control
systems.
• Increased knowledge of risk management.
The Due Diligence Process
November 27, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Certificate in
new!
Building
Leadership
Essentials
October 17-19, 2012
Designed for managers and individuals
who want to learn how to leverage their
strengths and maximize their leadership capabilities.
Created in partnership with the Niagara Institute, this certificate
program is for first-line, middle management, and individual
professionals who are leaders, whether or not they have direct
reports.
This course will provide you with knowledge of well-founded
leadership concepts and how they apply to your work
environment. It focuses on three areas critical to first level
This seminar will provide an overview of the major
steps and goals of due diligence. Participants will discuss the importance of setting parameters and outline a plan for a due diligence review.
organizational leaders; understanding the nature of leadership,
Learning Outcomes
• Identify the needs of senior management.
• Work effectively with other professionals in the due
diligence process.
• Increased knowledge of due diligence reviews.
This interactive certificate pogram will give you the opportunity
understanding your approach to leadership and working with
and through others.
to take an in-depth look at your personal leadership skills and
work towards understanding and strengthening them to reach
your leadership potential.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
23
Information Technology
The relationship between information technology and
accounting continues to grow.
The information technology seminars in this section are designed to help accounting and finance professionals build
financial models, work with different Excel functions and navigate IT projects to meet organizational goals and business objectives.
Advanced Data Manipulation Part One
Advanced Data Manipulation Part Two
December 10, 2012
9 a.m. – 4:30 p.m.
The Southway Inn, Ottawa
Speaker: The Marquee Group
$495 CGAs/Students, $595 Non-Members
March 25, 2013
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: The Marquee Group
$495 CGAs/Students, $595 Non-Members
For those with working Excel knowledge, this seminar
will transform participants into Excel power-users. It will
focus on the pertinent Excel tools required in a business
environment to efficiently analyse and manipulate data to
create compelling financial analyses.
Designed for regular Excel users, this seminar explains
advanced Excel functions that are required to manage
and analyze data. It is ideal for attendees of Advanced
Data Manipulation Part One.
Learning Outcomes
• Become proficient with Pivot Tables.
• Use filters to summarize large volumes of data.
• Utilize built in Excel functions to interpret and
manipulate data.
Learning Outcomes
• Leverage Excel functions to replace the use of Access.
• Enhance analytical output.
• Understand security features.
Building a Financial Model
December 11, 2012
9 a.m. – 4:30 p.m.
The Southway Inn, Ottawa
Speaker: The Marquee Group
$495 CGAs/Students, $595 Non-Members
Working from the ground up, this seminar focuses on
designing and creating financial models to the highest
industry standards. Looking at design, logic, construction, financial concepts and accounting treatment.
Learning Outcomes
• Build powerful scenarios and financial statements.
• Create a dynamic financial model.
• Understand financial forecasting.
24
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Information Technology 2012-13 Professional Development Opportunities
Capital Structure Modelling
December 7, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: The Marquee Group
$495 CGAs/Students, $595 Non-Members
Focused on the skills required to build a complex capital
structure into a financial model, this seminar will explain
how to recapitalize a company’s balance sheet and forecast debt and equity so the model can be used for credit
purposes or as a leveraged buyout model (LBO).
Learning Outcomes
• Increased knowledge of forecasting debt and equity.
• Analyze investor expectations.
• Incorporate an acquisition into a financial model.
Excel Budgeting & Forecasting
Techniques
December 11, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Alan Salmon
$425 CGAs/Students, $525 Non-Members
This seminar is designed to provide participants with the
Excel skills necessary to prepare budgets and forecasts
more efficiently and with greater accuracy. It provides real
world examples for accountants, by accountants.
Learning Outcomes
• The use of Excel in capital budgeting situations.
• Obtain budget data and collaborate with others in the
budget process.
• Utilize various Excel techniques for interacting with the
Charting with Microsoft Office:
Communicate More Effectively
November 19, 2012
1 p.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Alan Salmon
$225 CGAs/Students, $285 Non-Members
Participants will learn how to move past the basics of
charts in Microsoft Office and how to create compelling
charts to help communicate their message more effectively using Excel, Word and PowerPoint.
Learning Outcomes
• Modify formatting for individual chart elements.
• Create the appropriate charts for specific circumstances.
• Utilize Macros effectively.
Cloud Computing
October 22, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Alan Salmon
$425 CGAs/Students, $525 Non-Members
This seminar will explain the fundamentals of cloud computing and how it differs from hosted services, helping
participants make an informed decision about cloud computing for their organization or clients.
Learning Outcomes
• Understand leading cloud-based services and solutions.
• Grasp the migration process to cloud-based solutions.
• Comprehend the impact cloud computing will have on
accounting and finance.
accounting system.
Excel Macros & VBAs Workshop
October 9 & 10, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Dennis Plum
$995 CGAs/Students, $1,195 Non-Members
February 26 & 27, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Dennis Plum
$995 CGAs/Students, $1,195 Non-Members
Prior experience with Macros is not required to attend this
seminar, but optimal success is achieved by participants
who have at least an intermediate level of experience with
Excel. This two-day workshop will teach you how to optimize
and automate your work processes by learning to create
Excel Macros.
Learning Outcomes
• Create Excel Macros using the Macro Recorder.
• Generate unbreakable VBA code.
• Automate real-world Excel processing tasks and projects.
Excel Tables
November 19, 2012
9 a.m. – 12:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Alan Salmon
$225 CGAs/Students, $285 Non-Members
Tables are a great feature of Excel. This seminar will describe
how tables can serve as data sources, write formulas, filter,
sort and streamline the process of working with large volumes of data.
Learning Outcomes
• Create formulas in tables using structured references.
• Use tables as automatic re-sizing data sources.
• Understand how to sort and filter data in tables.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
25
Information Technology 2012-13 Professional Development Opportunities
Excel: Advanced
The Advanced Data Manipulation
Using Excel Program
Live Broadcast
December 13, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Alan Salmon
$425 CGAs/Students, $525 Non-Members
November 29 & 30, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: The Marquee Group
$995 CGAs/Students, $1,195 Non-Members
Designed to take Excel users to the next level, this seminar
explains collaboration and workbook security, using tables
to analyze data, integrating and manipulating data, creating and auditing complex formulas and more.
This seminar is designed for advanced users of Excel.
Walking you through some of Excel’s most useful database
functions participants will learn how to create dynamic
named ranges, index functions, security features and much
more.
Learning Outcomes
• Secure and collaborate with Excel workbooks.
• Describe and understand tables.
• Import data from various files and sources.
• Improved ability to secure data.
• Stronger knowledge of data management.
• Increased confidence analyzing data.
Excel: Intermediate to Advanced
The Financial Modelling Program
September 20, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Dennis Plum
$425 CGAs/Students, $525 Non-Members
November 1 & 2, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: The Marquee Group
$995 CGAs/Students, $1,195 Non-Members
December 19, 2012
9 a.m. – 4:30 p.m.
Ajax Convention Centre, Ajax
Speaker: Dennis Plum
$425 CGAs/Students, $525 Non-Members
For Excel users, this seminar describes practical Excel shortcuts, best practices and how to accelerate Excel processing
using macro reader and micro basics.
Learning Outcomes
Learning Outcomes
This hands-on course focuses on the skills required to
design and create an interactive financial model of a
company that adheres to the highest industry standards.
Day one will cover model design, logic, construction,
financial concepts and accounting treatment. During the
seminar, participants will build a model that includes a
forecast of a company’s income statement, cash flow
statement and balance.
• Improved productivity using Excel.
• Automate tasks using macro reader.
• Utilize new Excel features.
Day two will focus on discounted cash flow (DCF) valuation analysis. The skills required to build a DCF analysis will
be discussed and incorporated into a financial model.
Financial Reporting & Analysis
Using Excel
• Various valuation methodologies.
• Clearly and logically layout a financial model.
• Design and incorporate a company’s income statement,
Learning Outcomes
December 12, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Alan Salmon
$425 CGAs/Students, $525 Non-Members
March 15, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Alan Salmon
$425 CGAs/Students, $525 Non-Members
Designed to uncover the hidden features and functionality
of Excel, this seminar will teach participants to effeciently
prepare accurate reports.
Learning Outcomes
• Format financial statements and reports.
• Create Excel templates for financial reporting & analysis.
• Data consolidation techniques.
26
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
balance sheet and cash flow statement.
International Financial Reporting
Standards (IFRS)
The conversion and transition to IFRS can be an easy one.
IFRS comprise the global accounting standards used around the world. Developed by industry professionals,
the seminars in this section will expand and update your knowledge and explore the differences between IFRS
and other accounting standards.
IFRS
January 16, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Anu Goel
$425 CGAs/Students, $525 Non-Members
Since coming into effect, IFRS has impacted most
accounting and finance professionals. This session will
provide an overview of the new accounting standards
under Part I of the CICA Handbook and discuss some
of the projects in development at the International
Accounting Standards Board (IASB).
Learning Objectives:
• Improved understanding of IFRS
• Review the Canadian transition to IFRS
• Increased knowledge of IFRS standards
IFRS: An Introduction
October 5, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
IFRS: Hedge Accounting
and Financial Instruments
October 23, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Victor Lee, CGA
$425 CGAs/Students, $525 Non-Members
January 16, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Anu Goel
$425 CGAs/Students, $525 Non-Members
Live Broadcast
This seminar explains the categories of financial instruments classified by IAS 39, the impact on the income
statement & balance sheet and the functions of asset
liability and risk management.
Learning Outcomes
• Manage financial risks under IAS 39.
• The causes and management of financial risks.
• Classify accounting and financial instruments.
DID YOU KNOW?
We’ve enlisted premium
seminar speakers to deliver
your PD opportunities.
Turn to page 52 to read more.
A high-level overview of IFRS including first time
adoption, transition issues and the presentation of
IFRS financial statements.
Learning Outcomes
• Improved understanding of IFRS.
• Awareness of key differences between GAAP & IFRS.
• The potential business impacts of conversion.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
27
Certificate in
new!
Project
Management
March 2013
Designed for accounting and finance
professionals who wish to increase their
project management knowledge and
skills, this program will teach you how
to lead and be a part of a successful
project team.
Created in partnership with the G. Raymond Chang
School of Continuing Education, Ryerson University, this
three-day certificate program will teach you how to align
project cost estimates and reporting with your organization’s financial system when controlling a project. This
course will provide students with a basic understanding
of the Project Management Body of Knowledge (PMBOK
Guide).
Delivered through a combination of lectures, guided
discussions and group exercises, the class will be divided
into project teams. Each team will develop a project
from beginning to end using the project management
concepts you will learn throughout the course. Once you
and your team complete a task you will discuss how the
concept applies in the workplace, tying your learning
into tangible workplace knowledge.
28
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
IFRS: Financial Statements Update
Live Broadcast
December 18, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will focus on the IFRS conceptual framework, the options available under both the framework
and IFRS1 First Time Adoption, and the review of
financial statements of a number of Canadian companies using the IFRS and much more.
Learning outcomes
• Improved knowledge of IFRS conceptual framework.
• Grasp how IFRS impacts ASPE and NFP.
• Understand common trends in first time adoption.
IFRS: Update
November 23, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Karine Benzacar
$425 CGAs/Students, $525 Non-Members
Discussing recent changes to IFRS, this seminar covers
lease accounting, pension accounting, and revenue
recognition as they affect the majority of organizations.
Learning Outcomes
• Understand rules related to revenue recognition.
• Implement new standards related to lease accounting.
• Identify new standards related to pension accounting.
Management Accounting
Strong management accounting skills can shape the future.
Effectively compiling, analyzing and communicating financial information to the non-financial professional is the crux of
management accounting. Our management accounting seminars are designed to help you enable informed business
decisions within an organization.
Balanced Scorecard
Enterprise Dashboards
December 3, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Cameron Scholey
$425 CGAs/Students, $525 Non-Members
October 11, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Vijay Jog
$425 CGAs/Students, $525 Non-Members
Explore the fundamentals, adoption and creation of the
balanced scorecard. Using a case study, participants
employ the theories and ideas learned to create a balanced scorecard.
Going beyond traditional performance reporting methods,
this seminar describes reporting and metrics for private
sector professionals interested in building a platform that
complements their business model.
Learning Outcomes
Learning Outcomes
• Construct enterprise dashboards.
• Grasp implementation challenges.
• Link strategy to financial and non-financial metrics.
• Understand the fundamentals of a balanced scorecard.
• Link balanced scorecards to organizational strategy.
• Build, roll out and communicate a balanced scorecard.
Costing & Profitability
October 23, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Karine Benzacar
$425 CGAs/Students, $525 Non-Members
In this interactive seminar, learn how to contribute directly
to your organization’s bottom line by analyzing profitability
by product, customer, segment, or geographical location
and improve your organization’s profitability.
Learning Outcomes
• Activity based costing and operating leverage.
• Identify the sources of profitability.
• Contribute to an organizations bottom line.
Financial Analysis for Effective Business
Decisions
March 21, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Vijay Jog
$425 CGAs/Students, $525 Non-Members
This seminar will take participants beyond traditional controllership and budgeting rules to address the changing
role of the accounting and finance professional, discussing
value creation, value drivers, and strategic decision making.
Learning Outcomes
• Changing role of the CFO and finance function.
• Understand value creation and growth.
• Link business strategy to financial numbers.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
29
Management Accounting 2012-13 Professional Development Opportunities
Financial Management in the
Construction Industry
Innovations in Management
Accounting
October 16, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Keith Martin
$425 CGAs/Students, $525 Non-Members
December 18, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Tony Dimnik
$425 CGAs/Students, $525 Non-Members
For financial professionals in the construction industry, this seminar explores contract basics, project
costing, collecting, and extras management.
Learning Outcomes
• Better understanding of the construction sector.
• Cash management and job costing strategies.
• Effective contract management.
Financial Statement Analysis:
Advanced
December 20, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Karine Benzacar
$425 CGAs/Students, $525 Non-Members
Utilizing financial statement examples, this seminar
will strengthen your financial statement analysis capabilities, while familiarizing participants with reporting
issues, key ratios and potential conceptual framework
issues.
Learning Outcomes
• Increased confidence reviewing financial information.
• Awareness of financial reporting issues.
• Practices to make ratios work.
Focusing on best practice techniques, this seminar
will describe the ins and outs of management
accounting, how to improve costing systems and cost
management, budgeting, benchmarking and enterprise risk management.
Learning Outcomes
• Improve your use of established tools.
• Improve your coaching skills for your team.
• Apply new budgeting and cost management tools
in your organization.
Managing to Budgetary Constraints
November 6, 2012
9 a.m. – 4:30 p.m.
Holiday Inn Kitchener-Waterloo, Kitchener
Speaker: Jim Gaston
$425 CGAs/Students, $525 Non-Members
Addressing how budgets should be set, this seminar
will demonstrate techniques for setting effective budgets. Including, setting measurable objectives, internal control processes. Case studies will be used as
examples.
Learning Outcomes
• Set effective budgets.
• Understand the internal control process.
• Improved budgeting communication and
negotiation skills.
Financial Statement Analysis: Best
Practices
Powerful Financial Analysis
October 12, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Karine Benzacar
$425 CGAs/Students, $525 Non-Members
January 18, 2013
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Karine Benzacar
$425 CGAs/Students, $525 Non-Members
This seminar is designed to help those who prepare
financial statements analyze them more effectively. It
focuses on financial statement ratios and making
reports comprehensive for non-financial readers.
This seminar 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.
Learning Outcomes
Learning Outcomes
• Identify organizational financial health.
• Perform bankruptcy assessments.
• Improved understanding of financial statement ratios.
• Identify areas to focus financial analysis.
• Recognize opportunities to streamline routine
functions.
• Reduce regular transaction processing.
30
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Practical Tips for Controllers & CFOs
Strategy-Based Analytics
October 12, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Stephen Priddle
$425 CGAs/Students, $525 Non-Members
December 7, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Brett Knowles
$425 CGAs/Students, $525 Non-Members
More than 3,000 accountants have attended this seminar. It covers hundreds of useful tips for accountants in
financial leadership roles, illustrated by concrete examples and derived from practical experience.
Explained using pragmatic analytical tricks, tools and
techniques this seminar will take you beyond computing
to creating seamless integrations between strategy,
planning and execution.
Learning Outcomes
• Practical, employable tips for controllers.
• Improve innovative problem solving skills.
• Discover opportunities for benchmarking practices.
• Translate strategy into operational terms.
• Determine key strategic indicators.
• Develop strategic analysis and build analytic solutions.
Practical Tips for Controllers & CFOs
– The Case Course
December 12, 2012
9 a.m. – 4:30 p.m.
The Southway Inn, Ottawa
Speaker: Stephen Priddle
$425 CGAs/Students, $525 Non-Members
December 14, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Stephen Priddle
$425 CGAs/Students, $525 Non-Members
Created to sharpen the skills of a controller, CFO, treasurer or analyst, this seminar, led by cases, will provide
you with ideas, tips and tricks developed by your peers,
providing you with real-life insight.
Learning Outcomes
• Improved understanding of the relevance of financial
reporting.
• Banking negotiation tips.
• Approaches to ethical dilemmas.
Learning Outcomes
Variance Analysis
November 12, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Gerry Anderson
$425 CGAs/Students, $525 Non-Members
This seminar will describe the process, types and challenges of variance analysis. Describing how to build a
variance analysis tool kit, participants will learn to confidently build upon variance analytics.
Learning Outcomes
• Improved understanding of the variance analysis
process.
• The relationship of variance analysis, to controls and
performance management.
• Preparation and management of the reporting process.
Risk Management
October 26, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Robert Forsyth, FCGA
$425 CGAs/Students, $525 Non-Members
Delving into risk assessment and risk management, this
seminar will analyze risk management within a public practice and from the point of view of a larger organization.
Learning Outcomes
• Definitions, theory of risk management & methodology.
• Understand the concepts of risk.
• Strategies to cope with uncovered risks.
DID YOU KNOW?
We’re offering early bird pricing for 13 of
our Corporate and Personal Tax updates
this year? Turn to page 39 to read more.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
31
Management and Leadership Skills
In management and leadership roles, soft-skills are just as
important as accounting standards.
To really take your career to the next level, you need the management and leadership skills required to be a leader
who can communicate clearly and effectively, confident in your knowledge of issues management and governance.
Become a Great Manager
April 12, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Julie Ruben Rodney
$425 CGAs/Students, $525 Non-Members
Designed for aspiring, new and experienced managers
who want to develop their people management skills,
this session will teach participants how to be an effective leader and how to turn talent into performance.
Communicate in English with
Confidence: For Chinese Speaking
Professionals
October 15, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Bonnie Gross
$425 CGAs/Students, $525 Non-Members
For Chinese speaking professionals who wish to learn
how to open doors to career advancement by speaking
clearly and confidently in English.
Learning Outcomes
Learning Outcomes
• Skills to develop relationships with staff.
• Tips to foster open communication with your team.
• Improved understanding of how to motivate your staff.
• Identify personal communication errors.
• Improve pronunciation skills.
• Strengthen rhythm and intonation.
Communication & Writing Workshop
November 26, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Dan Johns
$425 CGAs/Students, $525 Non-Members
Improve your written and verbal communication skills
through competency-based skills training that will
strengthen your working relationships.
Learning Outcomes
• Competency-based training, not grammar & writing rules.
• Presenting a friendly image that builds relationships.
• How to communicate negative messages with tact.
32
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Management and Leadership Skills 2012-13 Professional Development Opportunities
Core Skills for Small-MediumEnterprise
Dynamic Communication Skills
April 5, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Nick Shepherd, FCGA
$425 CGAs/Students, $525 Non-Members
November 5, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Rebecca Heaslip
$425 CGAs/Students, $525 Non-Members
Accounting, human resources, information technology and general administration are the typical responsibilities of a controller in an SME. This session suggests effective time management and inter-personal
skills to help CGAs in this position.
Based on the behavioural model DISC, participants
will learn how to create win-win relationships through
recognizing and adapting to different personalities
and identifying personal areas for adaptation and
development.
Learning Outcomes
• Key time management tactics to help in each role.
• Improved knowledge of helpful inter-personal skills.
• Understand controllership roles and responsibilities.
• Identify different behavioural styles.
• Build rapport and trust with all styles of people.
• Adapt your approach to engage others in results-
Learning Outcomes
focused interactions.
Critical Conversations
November 20, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Rene Bertrand
$425 CGAs/Students, $525 Non-Members
Going beyond the simple mechanics of communication, this seminar helps participants turn conversations from tough to critical. From delivering bad news
to customer service, to producing strong long-term
relationships, this seminar enable participants’ to
have effective conversations.
Learning Outcomes
• Handle sensitive issues and reactions.
• Manage disagreements and emotions.
• Effectively communicate critical messages.
Dealing With Difficult People
October 5, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Chuck Gallozzi
$425 CGAs/Students, $525 Non-Members
For those working in a team or with clients, this seminar covers effective tools and techniques to develop
reliable business and personal relationships.
Learning Outcomes
• Methods to defuse arguments.
• Improved cooperation skills.
• Create stronger relationships.
Emotional Intelligence
April 26, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Wendy Woods
$495 CGAs/Students, $595 Non-Members
In this interactive session, participants examine their
emotional intelligence (EQi) to identify strengths and
challenges and develop strategies for better results.
Personalized action plans are created to support continued success with a 30 day follow-up.
Learning Outcomes
• Understand personal emotional intelligence.
• Identify areas of strength and improvement.
• Determine concrete strategies for improving EQi.
Essential Skills for Controllers
November 16, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Keith Martin
$425 CGAs/Students, $525 Non-Members
February 21, 2013
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Keith Martin
$425 CGAs/Students, $525 Non-Members
For accountants whose careers are developing
beyond the accounting function, this seminar will
cover the employment interview, strategic planning,
negotiating skills, termination practices and more.
Learning Outcomes
• Development of management & leadership soft skills.
• Understand the basics of strategic planning.
• Improved situational communication skills.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
33
Management and Leadership Skills 2012-13 Professional Development Opportunities
Inspirational Leadership
Making Strategy Happen
October 19, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Chuck Gallozzi
$425 CGAs/Students, $525 Non-Members
December 19, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Tony Dimnik
$425 CGAs/Students, $525 Non-Members
December 4, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Chuck Gallozzi
$425 CGAs/Students, $525 Non-Members
Designed for those who wish to make a difference in
their organization and personal lives, learn how to
become an inspirational leader through exercises,
discussions and roleplay.
Learning Outcomes
• Manage and implement change.
• Differentiate between old and new leadership models.
• Motivate and expand your vision.
Leadership and Coaching
November 27, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Rebecca Heaslip
$425 CGAs/Students, $525 Non-Members
Participants will learn how to inspire and motivate
employees to take ownership of their performance and
career, empowering regular coaching conversations.
Learning Outcomes
This seminar will discuss management control in relation
to accounting and finance. Utilizing case studies, the session will illustrate best and worst management practices.
Learning Outcomes
• Assess and improve an organization’s control system.
• Understand how to promote a motivated and
engaged work force.
• Acquire proven tools to manage risk.
Persuade Others, Build Rapport
November 26, 2012
1 p.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Dan Johns
$225 CGAs/Students, $295
In this seminar, participants will learn how to present a
friendly image, avoid actions that damage rapport and
apply persuasive communication tactics to your everyday conversations. All kinds of individuals will find this
seminar effective if you want to manage your message
and communicate clearly.
Learning Outcomes
• Understand communication behaviours.
• Write and speak persuasively.
• Improved confidence when communicating.
• Identify strengths and weaknesses of your coaching skills.
• Comfortably discuss progress, expectations and goals
with employees.
• Help staff identify their own solutions.
Leadership Development Program
April 8, 2013
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Julian Chapman
$425 CGAs/Students, $525 Non-Members
Designed to teach participants the fundamentals of
management and leadership, enabling them to be
effective, inspirational and motivational leaders within
their team and organization.
Learning outcomes:
• Ability to assess individual leadership strengths.
• Understand strong leadership practices.
• Improved awareness of effective coaching techniques.
34
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Planning and Managing Your Time
Effectively
November 15, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Julie Ruben Rodney
$425 CGAs/Students, $525 Non-Members
This interactive and practical seminar will provide participants with an understanding of effective time management strategies and ways to integrate them into their
everyday work environments.
Learning Outcomes
• Time-saving skills.
• Manage stress and energy levels.
• Tips for working smarter, not longer.
Management and Leadership Skills 2012-13 Professional Development Opportunities
The Secrets to Effective Presentations
The Controllers Program
October 4, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Doug Carter
$425 CGAs/Students, $525 Non-Members
September 26-28, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Nick Shepherd, FCGA
$1,195 CGAs/Students, $2,495 Non-Members
Improve your ability to engage, motivate and educate
clients by employing effective communication and presentation tips.
This three-day program focuses on all topics of controllership and serves as an overview of the role of the controller especially in a small to medium sized enterprise
(SME). The program has been developed based on
three modules of the carswell controllers guide, including management control, management planning and
management support.
Learning Outcomes
• Improved awareness of the visual impact of
presentations.
• Strengthened presentation skills.
• Skills and strategies to develop effective presentations.
Starting Your Own Practice
Live Broadcast
August 13, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Bernie Keim, CGA
$425 CGAs/Students, $525 Non-Members
Topics to be covered include controllership and management, governance, risk management and internal
controls, business planning and budgeting, performance management, monitoring and reporting and
much more.
Learning Outcomes
• Organize and manage and accounting department.
• HR policy, performance management and guidance
skills.
• Personal life skill development tactics.
February 11, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Bernie Keim, CGA
$425 CGAs/Students, $525 Non-Members
The Top Ten Essential Professional
Skills
For those considering starting their own practice, this
seminar helps aspiring practitioners maximize their
chances of founding a successful practice.
October 24, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Cindy Kottoor
$425 CGAs/Students, $525 Non-Members
Learning Outcomes
• Create a business plan.
• Build and retain a valuable client base.
• Grasp professional and legal requirements.
This seminar examines the top 10 essential professional
skills that enhance an accountant’s effectiveness in the
current ever-changing professional landscape.
Learning Outcomes
• Understand the importance of professional skills.
• Uncover skills to enhance effectiveness.
• Identify tactical methods for improving performance.
Time Management Strategies
November 29, 2012
9 a.m. – 4:30 p.m.
Hilton London Hotel, London
Speaker: Steve Prentice
$425 CGAs/Students, $525 Non-Members
This seminar offers a unique method for learning how to
manage time and priorities in today’s wireless, digital,
social media world. This seminar is designed to ensure
the development of effective habits that last.
Learning Outcomes
• Increased productivity.
• Healthy work-life balance.
• Better use of individual and team talents.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
35
Management and Leadership Skills 2012-13 Professional Development Opportunities
Tools to Better Manage Stress
November 21, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Wendy Woods
$425 CGAs/Students, $525 Non-Members
For individuals or managers who face a high level of
stress in the workplace, this seminar is designed to
help identify key stress areas, manage stress effectively and develop tactics to decrease stress in the
workplace.
Learning outcomes
• Identify personal stressors and symptoms.
• Control & composure tactics for stressful situations.
• Implement an action plan to deal with stress.
Translating Strategy Into Action
November 28, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Hotel & Conference Centre,
Mississauga
Speaker: Sandy Richardson
$425 CGAs/Students, $525 Non-Members
Strategy execution continues to be one of the biggest
challenges for business leaders in all sectors and
industries. This seminar utilizes the strategy map to
increase the success rate of business strategies.
Learning Outcomes
• Benefits of a strategy-focused organization.
• Essentials of a quality corporate strategy map.
• Key steps to create a strategy map.
Don’t Miss the 2013
Write Persuasively, Write Tactfully
Controllers’ Congress
November 26, 2012
9 a.m. – 12:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Dan Johns
$225 CGAs/Students, $295
March 7 & 8, 2013
Delta Meadowvale Conference Centre, Mississauga
CGA Ontario’s Controllers’ Congress is
for professional and aspiring controllers.
• Network with fellow controllers.
• Share ideas with colleagues.
• Learn the latest
controllership skills.
• Increase your knowledge
of senior finance functions.
Each seminar topic and speaker is
chosen to keep controllers up to date
36
on the newest information, requirements, emerging procedures and
applications of controllership.
Register early for Controllers’ Congress
2013! This conference has a loyal core of
participants and tends to sell out early!
For more information, visit
the professional development
section at cga-ontario.org.
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Learn how to write persuasively, write tactfully, persuade others and build rapport through this competency-based seminar that focuses on communication,
not grammar and writing rules.
Learning Outcomes
• Understand communication behaviours.
• Strategies to write and speak persuasively.
• Improved confidence when communicating.
Not-for-Profit
A new wave of accounting standards has begun in the notfor-profit sector.
New not-for-profit standards took effect on January 1, 2012, which can result in transitional issues during implementation.
The seminars in this section will bring you up-to-date as you adopt and adapt to the new standards.
Accounting Standards for Not-forProfit
Live Broadcast
December 19, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
For those working in or for a not-for-profit, this seminar will explain the similarities and differences
between the current and new not-for-profit standards,
effective for fiscals beginning on and after January 1,
2012.
Learning Outcomes
• Awareness of financial statement concepts for notfor-profits.
• Knowledge of changes in standards for specific items.
• Available first time adoption options.
Benchmarking the Public Sector
April 16, 2013
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Brett Knowles
$425 CGAs/Students, $525 Non-Members
This seminar will provide participants with the conceptual framework and pragmatic tools to move
towards world-class benchmarking ability within the
public sector. It will outline best practices and how
participants can apply them to their organizations.
Learning Outcomes
• Understand the relationship between strategy and
benchmarking.
• Increased understanding of the types of benchmarks.
• Ability to report benchmark data.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
37
Taxation and Law
Taxation law is always changing.
Sifting through amended tax legislation can take weeks, but attending one of our taxation and law seminars will
get you up to speed in one day. The seminars in this section cover a wide array of topics in taxation, saving you
time throughout the year.
Allowable Business Investments
Canadian Snowbirds & US Taxation
December 3, 2012
9 a.m. – 12:30 p.m.
HRPA Education Centre, Toronto
Speaker: Manu Kakkar
$225 CGAs/Students, $285 Non-Members
November 16, 2012
1 p.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Everett Colby, FCGA
$225 CGAs/Students, $285 Non-Members
For public practitioners and CGAs working in tax planning, this seminar will analyze the tricky tax issues of
maximizing allowable business investment claims along
with tax rules that restrict the utilization of losses.
For the professional tax preparer, this seminar focuses
on common tax issues faced by Canadian residents who
are frequent travellers to the United States for the winter, commonly referred to as “snowbirds.”
Learning Outcomes
Learning Outcomes
• Knowledge of common stop-loss rules.
• Acquisition of control rules.
• Tips and traps of allowable business investments.
• Better your training on the preparation of snowbird
tax returns.
• Understand the tax implications of the snowbird lifestyle.
• U.S. estate tax that can affect Canadian residents.
Business Valuations
December 18, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Combining business knowledge with accounting and
basic aspects of corporate law, this session will acquaint
participants with the basic elements of business valuation, as applied to a closely-held corporation.
Learning Outcomes
• Determine the value of a business.
• Understand the underlying principles of valuation.
• Knowledge of testing valuation conclusions.
38
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Taxation Updates
Early Bird Pricing Available
Early Bird: $249
Regular Price: $425
CGA Ontario is pleased to bring the early bird pricing
offer back for a second year. The offer includes our
regionally delivered taxation update seminars.
Register early and take advantage of this significant
discount opportunity. See each taxation seminar for
more details.
Taxation and Law 2012-13 Professional Development Opportunities
Corporate and Personal Tax Update:
T1 and T2
Live Broadcast
Full Day
December 21, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Half Day
T1 - Budget 2012
9 a.m. – 12:30 p.m.
$225 CGAs/Students, $285 Non-Members
An update of the 2012 federal budget as it relates
to proposed and actual legislation changes related
to individuals, business and other measures in
preparation for the current filing season.
Learning Outcomes
• Up-to-date knowledge of the current filing season.
• Review recent CRA administrative policies.
• Understanding of 2012 federal taxation principles.
Half Day
T2 - Federal Tax Issues
1 p.m. – 4:30 p.m.
$225 CGAs/Students, $285 Non-Members
Focusing on a number of current issues related to
federal income tax for individuals, businesses and
corporations. This seminar will review policy,
administrative, and directional issues of the CRA
along with, new accounting standards and taxes,
an update of penalties, and interesting cases.
Learning Outcomes
• Understand current audit issues.
• Review administrative policies from the CRA.
• Awareness of updated tax policy and changes.
Corporate and Personal Tax Update
December 20, 2012
9 a.m. – 4:30 p.m.
Ajax Convention Centre, Ajax
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: November 20, 2012
January 14, 2013
9 a.m. – 4:30 p.m.
Ron Joyce Centre, Burlington
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: December 14, 2012
January 15, 2013
9 a.m. – 4:30 p.m.
Holiday Inn Kitchener-Waterloo, Kitchener
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: December 15, 2012
January 17, 2013
9 a.m. – 4:30 p.m.
The Southway Inn, Ottawa
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: December 17, 2012
January 24, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: December 24, 2012
January 29, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: December 29, 2012
Live Broadcast
February 8, 2013
9 a.m. – 4:30 p.m.
Donald Gordon Conference Centre, Kingston
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 8, 2013
February 14, 2013
9 a.m. – 4:30 p.m.
Hilton London Hotel, London
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 14, 2013
February 15, 2013
9 a.m. – 4:30 p.m.
Nottawasaga Inn Resort, Alliston
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 15, 2013
February 20, 2013
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 20, 2013
Live Broadcast
February 22, 2013
9 a.m. – 4:30 p.m.
Holiday Inn Windsor, Windsor
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 22, 2013
February 25, 2013
9 a.m. – 4:30 p.m.
Royal Niagara Golf Club, Niagara-on-the-Lake
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: January 25, 2013
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
39
Taxation and Law 2012-13 Professional Development Opportunities
March 26, 2013
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Bruce Clark, CGA
$425 CGAs/Students, $525 Non-Members
Early bird deadline: February 26, 2013
This session will examine and explore what has
changed or is changing in the world of corporate and
personal tax. Participants will leave with a renewed
and confident confirmation of corporate and personal
taxes for themselves, their clients, and their employers.
Learning Outcomes
• Updated knowledge of corporate and personal tax.
• Understand the federal and provincial budgets.
• Knowledge of new and amended tax policies.
Corporate Governance
November 21, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Richard LeBlanc
$425 CGAs/Students, $525 Non-Members
Outlining current and emerging global and Canadian
developments, issues and trends in corporate governance, this seminar will discuss, board composition,
risk governance, stakeholder relations, disclosure and
much more.
Learning Outcomes
• Improved knowledge of corporate governance.
• Analytical and technical skills for decision making.
• Assess areas in governance issues.
Corporate Reorganization
November 22, 2012
9 a.m. – 4:30 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will provide a practical description of the
various types of corporate reorganizations, describe
tax effective considerations, shareholder agreements,
removal of assets, valuation issues and much more.
Learning Outcomes
• The fundamentals of reorganizations.
• Serving the changing needs of an entity and its
shareholders.
• Plan for and comply with tax obligations.
Current Issues in Federal Tax
Live Broadcast
Certificate in
HUMAN RESOURCES FOR CGAs
August 14 & 15, 2012
December 17 & 18, 2012
Provided in partnership with the HRPA,
this program is designed for accounting
and finance professionals who want to
increase their human resources knowledge.
Read more about the Certificate in Human Resources for CGAs
on page 46.
40
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
December 20, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
Created for CGAs preparing financial statements and
federal tax returns, this seminar will cover three current topics of federal taxation; contract of/for service,
director’s liability and third party civil penalty.
Learning Outcomes
• Grasp case law for both contract of/for service.
• Identify what the CRA looks for.
• Knowledge of current penalty applications.
Taxation and Law 2012-13 Professional Development Opportunities
Employment Law 101
High Risk Areas of Tax
December 5, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Susan Sorensen
$425 CGAs/Students, $525 Non-Members
Full Day
November 2, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Manu Kakkar
$425 CGAs/Students, $525 Non-Members
Designed to highlight key employment law issues, this
seminar will explain recruitment, employment contracts,
the legal differences between employees and independent contractors and effective performance management.
Half Day
Part I
9 a.m. – 12:30 p.m.
$225 CGAs/Students, $285 Non-Members
Increase your awareness of potential legal
consequences, key tools and tax issues, while
potentially quantifying their impact and possible
consequences.
Learning Outcomes
• Improved understanding of employment law.
• Create enforceable employment offer letters and
contracts.
• Understand recent employment legislation.
Learning Outcomes
• Understand inter‐corporate dividends
and exposure to capital gains.
• Selling shares to non arm’s-length companies.
• Grasp the small business deduction.
GST/HST and QST in Canada
November 5, 2012
9 a.m. – 4:30 p.m.
Holiday Inn Kitchener-Waterloo, Kitchener
Speaker: Diane Gaudon, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will provide a comprehensive overview of
GST/HST and QST rules for businesses of all sizes, coupled with tips to maximize recoveries and minimize tax
exposures.
Half Day
Part II
1 p.m. – 4:30 p.m.
$225 CGAs/Students, $285 Non-Members
Part II of High Risk Areas of Tax focuses on specific,
tricky areas of the Income Tax Act, such as unexpected double tax, ultimate loss denial, and converting a capital gain into a dividend.
Learning Outcomes
Learning Outcomes
• Updated knowledge of current tax legislation.
• Understand application and recovery rules.
• Grasp the proposed changes in British Columbia and
• Capital gains exemptions.
• Understanding of tax shelter rules.
• Personal services businesses.
Quebec in 2013.
GST/HST/QST Recovery Rules
HST Update
Live Broadcast
October 3, 2012
9 a.m. – 4:30 p.m.
BMO Financial Group Institute for Learning, Toronto
Speaker: Diane Gaudon, FCGA
$425 CGAs/Students, $525 Non-Members
December 10, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Diane Gaudon, FCGA
$425 CGAs/Students, $525 Non-Members
For those working with the tax system on a daily basis
or looking for a deeper understanding of it, this seminar
addresses the recovery of GST/HST and QST tax with
minimal exposures.
Learning Outcomes
• Methods to deal with employee expense reports.
• Improved understanding of recovery rules.
• Reduce potential audit exposures.
November 7, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Diane Gaudon, FCGA
$425 CGAs/Students, $525 Non-Members
Bringing participants up to date with the current HST
legislation in Ontario and British Columbia and QST in
Quebec, this seminar will provide practical everyday
examples to illustrate current compliance requirements
and tips to reduce audit exposures.
Learning Outcomes
• Improved understanding of HST imposition and rules.
• Tips to maximize HST recoveries and minimize tax
exposures.
• Prepare for the changes in British Columbia and
Quebec in 2013.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
41
Taxation and Law 2012-13 Professional Development Opportunities
Ontario Business Corporations Act
Purchase and Sale of a Business
December 4, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Tom McCallum, FCGA
$425 CGAs/Students, $525 Non-Members
December 3, 2012
1 p.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Manu Kakkar
$225 CGAs/Students, $285 Non-Members
Designed to familiarize accounting and financial professionals with the statutory provisions of the OBCA,
this seminar will describe how they affect shareholders, directors, and corporations.
This seminar will review share and asset sales from the
perspectives of the vendor and the purchaser, as well
as, hybrid sales to potentially satisfy the conflicting
positions of the vendor and the purchaser.
Learning Outcomes
• Increased familiarity with the OBCA.
• Improved understanding when consulting legal
advisers.
• Knowledge of the role of shareholder agreements.
• Access capital gains exemption.
• Relevant safe income tips.
• Relevant restrictive covenant rules.
Payroll Essentials for Accounting
Professionals
October 10, 2012
9 a.m. – 4:30 p.m.
ManuLife Financial Conference Centre, Toronto
Speaker: Tina Beauchamp
$425 CGAs/Students, $525 Non-Members
Explore the payroll practitioner’s role and responsibilities with regard to government statutory withholding
remittance, standards, taxable earnings, benefits and
termination of employment considerations.
Learning Outcomes
• How to process payroll.
• Legislation compliance methods.
• Improved understanding of taxable benefits.
Preparing Corporate Tax Returns
October 19, 2012
9 a.m. – 4:30 p.m.
Ontario Bar Association, Toronto
Speaker: Bruce Clark, CGA
$425 CGAs/Students, $525 Non-Members
Live Broadcast
November 13, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Bruce Clark, CGA
$425 CGAs/Students, $525 Non-Members
This seminar will assist participants in the preparation
of T2 forms, Ontario Corporations Tax Returns (CT23),
and related schedules. It will also explore areas
affected by recent tax changes and use a complete
case study as an example.
Learning Outcomes
• Awareness of areas affected by recent tax changes.
• Improved completion of corporate tax returns.
• Manage various tax schedules.
42
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Learning Outcomes
Real Estate Values and Valuation
October 1, 2012
9 a.m. – 4:30 p.m.
Delta Meadowvale Conference Centre, Mississauga
Speaker: Robert Forsyth, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar addresses the questions accounting and
finance professionals may have concerning the methods, standards and practice of real estate valuation.
Learning Outcomes
• Improved knowledge of real estate valuation.
• Strategies to cope with conflicting values.
• Navigation of the Handbook for valuation purposes.
SRED Tax Credit Program
December 17, 2012
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Earl Viner
$425 CGAs/Students, $525 Non-Members
Describing the Scientific Research and Experimental
Development (SRED) tax credit program for manufacturers and processors, this seminar will de-mystify the
basics of the program and how it can apply to your
firm.
Learning Outcomes
• Increased understanding of the SRED program.
• Identify qualifying projects for the program.
• Understand the SRED claiming and audit process.
Taxation and Law 2012-13 Professional Development Opportunities
Taxable Benefits & GST/HST/QST
Implications
January 22, 2013
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Diane Gaudon, FCGA
$425 CGAs/Students, $525 Non-Members
For those in public practice or responsible for preparing
employees T4s with GST/HST and QST, this seminar will
review sales tax issues as they apply to employee taxable
benefits for GST/HST and QST.
Learning Outcomes
• Strengthened understanding of taxable benefits.
• Grasp GST/HST and QST remittance requirements.
• Knowledge of legislative changes affecting 2012 T4s.
Taxation of US Citizens Living in Canada
November 16, 2012
9 a.m. – 12:30 p.m.
HRPA Education Centre, Toronto
Speaker: Everett Colby, FCGA
$225 CGAs/Students, $285 Non-Members
For U.S. citizens residing in Canada or practitioners with
American clients living in Canada, this seminar explores the
unusual tax circumstances faced by Americans in Canada
and their obligation to file returns in both countries.
Learning Outcomes
• Understand personal exemptions and deductions.
• Challenging tax issues such as gambling and lottery
winnings.
• Income, deductions and other tax issues.
Transfer Pricing
March 18, 2013
9 a.m. – 4:30 p.m.
HRPA Education Centre, Toronto
Speaker: Glen Schmidt, FCGA
$425 CGAs/Students, $525 Non-Members
This seminar will explore the basics of transfer pricing,
address permanent establishment issues, the position of
the CRA and some of Canada’s major trading partners,
transfer pricing issues in the 2012 federal budget and current course cases related to transfer pricing.
Learning Outcomes
• Increased knowledge of OECD guidelines.
• Understand tax and non-tax transfer pricing issues.
• Review current transfer pricing cases.
Practitioners’
Convention
SEPTEMBER 20-22, 2012
CGA Ontario’s annual Practitioners’ Convention offers professional
and aspiring practitioners the opportunity to network and update
their knowledge base on issues and legislation currently facing the
accounting profession.
$799 CGAs/Students, $999 Non-Members
Topics
Taxation
Accounting Standards Private
Enterprise (ASPE)
DETAILS
White Oaks Resort & Conference
Centre, Niagara-on-the-Lake
Canadian Auditing Standards
Early Bird: Register by August 17, 2012
$599 CGAs, $449 New CGAs/Students,
$799 Non-Members
How CGAs Can Expand
Their Practice
Guest room block rate: $199/night
(single or double occupancy)
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
43
CGA Ontario
Certificate Programs
Check for Program Dates throughout the Year!
CGA Ontario has proud partnerships with the Human Resources Professionals Association, McMaster University, the
Richard Ivey School of Business, the Niagara Institute and Ryerson University to offer you quality certificate programs.
Many of CGA Ontario’s certificate programs are offered at least twice a year. Check for program dates online in the
professional development section of CGA Ontario’s website, cga-ontario.org. You can find new dates in ‘Net Value,
PD Opportunities Newsletter and online.
Stay tuned throughout the year to CGA Ontario’s communications and we’ll make sure there are PD Certificate
Program Opportunities, designed to hone in on your specific professional development needs and offer you more
skills, more knowledge, more success!
PUBLIC PROGRAM
a
D
B Essentials
Building Leadership
Building Leadership Essentials is for managers and individual
contributors wanting to maximize their leadership capabilities
by learning to leverage their strengths. The program focuses
on three areas critical to first level organizational leaders:
– Understanding the nature of leadership – benchmarking
E
yourself and your strengths.
– Understanding your approach to leadership – adapting
where needed and planning for further development.
– Working with and through others – coaching, decision-making and collaboration.
Program Outcomes
– An understanding of the nature of leadership in today’s
organizations—leading with versatility and balance.
– Knowledge of well-founded leadership concepts and how
they apply to your own environment.
– Expanded awareness of your own approach to leadership
and the impact it has on others.
– Familiarity with a breadth of leadership skills and behaviours
that are essential for achieving results with and through
others.
– Building performance by giving others the leadership
guidance they need.
– Involving others appropriately in decision-making.
– Working within and leading teams effectively.
C
Assessment Tools
– Profilor® for Managers – A 360-degree assessment that
provides feedback on your strengths and challenges in
relation to the skills and perspectives which have been
identified as important for managers.
– Myers-Briggs Type Indicator (MBTI) – A measure indicating
your preference on four dimensions of personality.
– Fundamental Interpersonal Relations Orientation –
Behaviour (FIRO-B)—A profile of personal preferences in
the areas of inclusion, influence and control.
44
Building Leadership Essentials is for first-line
through middle management, and for individual professionals who are leaders, whether or
not you have direct reports.
Key Program Features
The Building Leadership Essentials program offers special elements to provide an experience tailored to the first-level leader:
– Feedback from assessments that provide a detailed perspective on your leadership preferences and style, including 360-degree feedback that provides perspective on the
impact of your preferences and style on others.
– Focused exercises and small group simulations for experiential learning and applications.
– Small group coaching with a Niagara Institute Executive
Coach to synthesize learnings, construct personal development goals and a clear plan for action.
“This is the first time in many years I have taken an in-depth look at
my skills as a manager. I have learned new areas of improvement.
It has been a value journey.”
Angelia Johnson, Manager, Criminal Investigations Division
Canada Border Services Agency Government of Canada
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
NEW! Certificate in Financial
Management for HR Professionals:
Advanced a
August 14 & 15, 2012
8:30 a.m. – 5 p.m.
HRPA Education Centre, Toronto
Speaker: Tony Dimnik
$1,295 CGAs/Students, $1,495 Non-Members
CGA Ontario has partnered up with Human Resources
Professionals Association (HRPA) to develop this certificate program for the non-financial HR professional.
Designed to strengthen the experienced HR professional’s skills in accounting and finance and enable
them – with the key financial tools necessary – to
make sound decisions for their organization.
It has been developed specifically for the seasoned
HR professional who has some previous training in
finance and accounting and is seeking to further
enhance their skill set and add value to organizational
decision-making.
Through the use of cases, this interactive program will
provide participants with a framework for building
better business proposals for HR initiatives!
CGA Ontario Certificate Programs 2012-13 Professional Development Opportunities
Certificate in Creative Problem
Solving and Innovative Thinking
B
August 16 & 17, 2012
8:30 a.m. – 5 p.m.
Ron Joyce Centre, Burlington
Speaker: Professor Min Basadur
$1,295 CGAs/Students, $1,495 Non-Members
December 17 & 18, 2012
8:30 a.m. – 5 p.m.
HRPA Education Centre, Toronto
Speaker: Professor Min Basadur
$1,295 CGAs/Students, $1,495 Non-Members
Back by popular demand! Provided in partnership with
McMaster University Executive Education, DeGroote
School of Business, and Basadur Applied Creativity
Institute, CGA Ontario is pleased to offer to members
an in-depth two-day certificate program.
The program is designed specifically for CGAs to support them in linking the process of creative problem
solving with the skills and tools to make that process
work. It will help identify and emphasize opportunities
for discovering improvements in processes, products,
teamwork and the implementation of innovative solutions to everyday problems.
Designed around three themes – problem formulation,
solution formulation and solution implementation participants will learn:
• A methodology to enable creative solutions.
• The skills to pull ideas from others.
• The ability to get a team to consensus.
• The tools to promote collaboration.
• A global application for innovation.
Upon the successful completion of the program, participants are presented with a certificate of completion
from McMaster University, in partnership with CGA
Ontario and Basadur Applied Creativity Institute.
Certificate in Strategic Leadership
C
August 20-22, 2012
8:30 a.m. – 5 p.m.
Ivey ING Direct Leadership Centre, Toronto
Speaker: Professor David Loree
$2,995 CGAs/Students, $3,495 Non-Members
This three-day program, delivered by the Richard Ivey
School of Business, is designed to sharpen the strategic
thinking and leadership skills of senior managers facing
a rapidly changing and increasingly complex business
environment.
Through extensive use of case studies, group discussions and simulations, you will push your strategic thinking to a new level, see organizational challenges
through new eyes and develop the insights and skills to
lead change.
The CGA Ontario/Ivey Certificate in Strategic
Leadership is derived from the Ivey Leadership Program,
which has been ranked as one of the top 10 general
management programs in the world by the Financial
Times. The program is designed around the following
core themes:
• Aligning strategy with leadership
• Driving performance
• Building engagement
• Leading organizational change
• Spotting talent and managing your own career
Upon the successful completion of the program, participants are presented with a certificate of completion
from the Ivey Business School, in partnership with CGA
Ontario.
Certificate in Financial Management
for HR Professionals: Fundamentals a
August 21 & 22, 2012
8:30 a.m. – 5 p.m.
HRPA Education Centre, Toronto
Speaker: Nick Shepherd, FCGA, Michelle Causton, FCGA
$1,295 CGAs/Students, $1,495 Non-Members
Created in partnership with the Human Resources
Professionals Association (HRPA), this pragmatic and
interactive two-day program will develop the finance
skills and knowledge of the non-financial professional
who wants to understand the “big picture” at their organization.
Learning how to interpret and speak the language of
finance is ‘a must’ to effectively understand, communicate and work with colleagues in finance, accounting
and operations.
This certificate program is designed as an introductory
program for HR professionals with rudimentary financial
management skills. HR professionals with a strong
understanding of financial management are encouraged
to enrol in the Certificate in Financial Management for
HR Professionals: Advanced.
This program is organized into nine modules, and
includes facilitator-led discussions, case reviews and
group activity.
“The Certificate in HR for CGAs
was fantastic. I highly recommend
this program to anyone who has
to wear the HR hat at work”
— Christine Cameron, CGA
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
45
CGA Ontario Certificate Programs 2012-13 Professional Development Opportunities
NEW! Certificate in Building
Leadership Essentials D
October 17-19, 2012
8:30 a.m. – 5 p.m.
St Andrews Club & Conference Centre, Toronto
Speaker: France Cloutier
$2,995 CGAs/Students, $3,495 Non-Members
Created in partnership with the Niagara Institute, this
certificate program is for first-line, middle-management, and individual professionals who are leaders,
whether or not they have direct reports.
Designed for individuals who want to learn how to
leverage their strengths and maximize their leadership capabilities. This course will provide you with
knowledge of well-rounded leadership concepts and
how they apply to your work environment.
It focuses on three areas critical to first level organizational leaders; understanding the nature of leadership, understanding your approach and, working with
and through others.
This three-day program was designed around the following themes:
• Phases and the project life cycle
• Project plan development
• Project management skills
• Risk identification, response and management
• Project plan execution
Certificate in Human Resources for
CGAs A
August 14 & 15, 2012
8:30 a.m. – 5 p.m.
December 17 & 18, 2012
8:30 a.m. – 5 p.m.
HRPA Education Centre, Toronto
Speaker: Various faculty
$1,295 CGAs/Students, $1,495 Non-Members
This interactive certificate program will give you the
opportunity to take an in-depth look at your personal
leadership skills and work towards understanding and
strengthening them to reach your leadership potential.
Provided in partnership with the Human Resources
Professionals Association (HRPA), this two-day program gives participants a theoretical insight into the
field of human resources and the practical knowledge
you need to offer added value to your organization.
NEW! Certificate in Project
Management E
Of particular value to CGAs employed by small- to
medium-sized enterprises and tasked with cross-discipline roles, the Human Resources Certificate for
CGAs gives you the tools to turn problems into solutions and challenges into opportunities. The program
is designed around the following themes:
March 2013
The G. Raymond Chang School of Continuing
Education, Toronto
Speaker: Various faculty
$2,995 CGAs/Students, $3,495 Non-Members
In partnership with the G. Raymond Chang School of
Continuing Education, Ryerson University, this certificate program was designed to teach you how to align
project cost estimates and reporting with your organization’s financial system when controlling a project.
This course will provide students with a basic understanding of the Project Management Body of
Knowledge (PMBOK Guide).
Delivered through a combination of lectures, guided
discussions and group exercises, the class will be divided into project teams. Each team will develop a project
from beginning to end using the project management
concepts you will learn throughout the course. Once
you and your team complete a task you will discuss
46
how the concept applies in the workplace, tying your
learning into tangible workplace knowledge.
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
• Human resources law.
• Coaching.
• Total rewards.
• AODA requirements.
• Leading in turbulent times.
• The high-performance balance.
Leverage your leadership potential and demonstrate
your cross-discipline expertise through the Human
Resources Certificate for CGAs. Enrolment in the program includes an HRPA membership in the category
of “Allied Professional” for one year and free access
for one year to the online reference library “Human
Resource Advisory,” published by First Reference.
Upon the successful completion of the program, participants are presented with a certificate of completion from the HRPA, in partnership with CGA Ontario.
CGA Ontario Conferences
and Conventions
Annual Conference
Annual General Meeting
November 8 & 9, 2012
Westin Harbour Castle Hotel & Conference Centre,
Toronto
$799 CGAs; $399 New Members
$699 Students; $999 Non-Members
September 21, 2012
White Oaks Resort & Spa
253 Taylor Rd.
Niagara-on-the-Lake, Ontario
CGA Ontario’s annual general meeting will be held
the Friday evening of the Practitioners’ Convention.
To register, please call CGA Ontario’s contact centre
at 416-322-6520 or 1-800-668-1454.
CGA Ontario’s Annual Conference is the premier professional development event for certified general
accountants. Its program is designed to appeal to a
broad demographic of CGAs, students and colleagues — from a variety of sectors and positions —
with topics ranging from information updates in areas
directly related to the accounting and finance profession, to tactical and strategic skills, as well as personal
skills in the areas of leadership and management
competencies.
High-profile keynote speakers present relevant and
timely wisdom that inspires individuals to reach for
new heights in their personal and professional lives.
Experts in a wide range of fields relating to the
accounting and finance profession provide dynamic
and focused learning opportunities.
And entertaining luncheon guests always facilitate
camaraderie and the opportunity to network with
your fellow CGAs, students and colleagues. The
Annual Conference is an opportunity to recharge
intellectual batteries, rediscover oneself and enhance
your leadership potential.
On Saturday, November 10, 2012, the extravaganza
continues with the always inspiring Admission to
Membership and Awards Ceremony in the
Metropolitan Ballroom of Westin Harbour Castle
Hotel and Conference Centre.
Practitioners’ Convention
September 20-22, 2012
White Oaks Resort & Spa
253 Taylor Rd.
Niagara-on-the-Lake, Ontario
$599 Early Bird CGAs by August 17, 2012
$799 CGAs
$399 Students, New CGAs, New Practitioners
$999 Non-Members
CGA Ontario’s Practitioners’ Convention is designed
to meet the specific knowledge, service and professional development needs of professional and aspiring practitioners.
Whether you’re a sole proprietor, a partner, or
employed in a firm or an aspiring practitioner,
Practitioners’ Convention presents practical knowhow provided by experts with hands-on experience in
the field.
For conference details and prices,
please visit cga-ontario.org
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
47
CGA Ontario Conferences and Conventions 2012-13 Professional Development Opportunities
Controllers’ Congress
March 7 & 8, 2013
Delta Meadowvale Conference Centre,
Mississauga, Ontario
CGA Ontario’s annual Controllers’ Congress offers
professional and aspiring controllers the unique
opportunity to network, share ideas, and gain the latest knowledge and skills relevant to controllership. It
is the only Association conference that focuses solely
on the important controllership or vice-president of
finance function.
Each seminar topic and speaker is chosen to keep
controllers up to date on the newest information,
requirements, emerging procedures and applications
of controllership. Equally important is the opportunity
to grow ones’ peer-to-peer network, share experiences and discuss issues of relevance in the industry and
within the profession.
CGA Ontario’s Controllers’ Congress is renowned for
its loyal attendee base, with many participants declaring it their favourite professional development event
of the year. It has been booked to capacity — in
advance of its start date — for many years running so
register early to secure your seat!
Public Sector Day
Spring 2013
Ottawa
CGA Ontario’s Public Sector Day is devoted entirely
to accounting and finance professionals employed in
the civil service and to aspiring civil servants. Whether
you serve at the municipal, provincial or federal level,
whether you’re a consultant to the civil service or an
elected public official, Public Sector Day will provide
you with a wide range of seminars, workshops and
interaction devoted to learning and networking
opportunities.
48
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
CGAs employed in the public sector know the unique
challenges and requirements of accounting and
finance in the civil service. Public Sector Day will help
you navigate through the demands of accountability
and compliance as well as update your knowledge of
standards, regulations, reporting and policy frameworks.
Public Sector Day is also a unique opportunity to network with colleagues across the spectrum of the civil
service, by position, function or government. Highprofile keynote speakers always inspire participants to
share their knowledge and experience with their public sector colleagues.
New Member Event
September 22, 2012
White Oaks Resort & Spa
FREE for new members
CGA Ontario’s New Member Event is the ideal opportunity for new members of CGA Ontario to network
with their fellow CGAs and enjoy some of our topnotch professional development opportunities.
For some new members, this may be their first experience with CGA Ontario’s professional development
program. New members of CGA Ontario enjoy this
opportunity to make new connections and interact
with CGA Ontario.
The PD seminars are designed to strengthen their
professional skills and help them remain competitive
in the ever-changing accounting and finance landscape, focusing on career coaching and interview
skills. All our seminars were selected to offer new
members more skills, more knowledge, more success.
Regional Professional
Development
CGA Ontario is committed to offering professional
development opportunities across Ontario.
There are a number of regional programs that
members can participate in.
CGA Ontario Chapter Committee Events
CGA Ontario supports 17 chapters across the province, each committed
to carrying out the work of the Association at the local level.
To learn more about events taking place within your local region, visit the
event registration section of CGA Ontario’s website, cga-ontario.org.
CGA Ontario’s bi-weekly e-newsletter, ‘Net Value, and monthly regional
events e-bulletin are two other great ways to see what events are coming
up in your region.
Regional Conferences
A number of CGA Ontario’s Chapter Committee’s come together and partner in planning and delivering regional conferences. These events combine
a local atmosphere within a professional development environment.
Live Broadcasts
Delivering PD to your Desktop
Our live broadcast format is designed to
support all members across the province,
especially those who find it challenging to
travel to the GTA. We have planned more
than 20 live broadcasts this year, all of which
are engaging and interactive.
In 2011, roughly 75 per cent of live broadcast
participants were members living outside of
the GTA.
Flip to page 14 to find the perfect live
broadcast session for you!
What participants say:
“The new online broadcast format
is very user friendly and makes it easy
to participate in the webcast.”
– Dee Rungasamy-Moorghen, CGA
Golden Horseshoe Region (Hamilton, Kitchener-Waterloo, Niagara)
Work and Learn Regional Conference
September 28 & 29, 2012
Kitchener, Ontario
Southwestern Region (Chatham, London, Sarnia and Windsor)
Southern Work and Play Regional Conference
October 19 & 20, 2012
Chatham, Ontario
GTA Region (Durham, Huronia, Peel and Toronto)
Joint Chapter Symposium
February 23, 2013
Toronto, Ontario
Regional PD Weeks
CGA Ontario is offering new regional events this year to support our
members across a number of regions. A cluster of programs will be
offered in the following regions:
Capital Region (Ottawa)
December 10-13, 2012
Southwestern Region (London)
November 28 & 29, 2012
Golden Horseshoe Region (Kitchener-Waterloo)
November 5 & 6, 2012
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
49
Registration and Policies
LOCATIONS
Professional development seminars are held at the following locations across Ontario:
Ajax Convention Centre
550 Beck Crescent
Ajax, Ontario L1Z 1C9
905-428-9993
ajaxconventioncentre.ca
Holiday Inn Kitchener-Waterloo
30 Fairway Road South
Kitchener, Ontario N2A 2N2
519-893-4329
holidayinn.com
Nottawasaga Inn Resort
6015 Highway 89
Alliston, ON L9R 1A4
705-435-5501
nottawasagaresort.com
BMO Financial Group Institute for
Learning
3550 Pharmacy Avenue
Toronto, Ontario M1W 3Z3
416-490-4300
ifl.bmo.com
Holiday Inn Windsor
1855 Huron Church Road
Windsor, Ontario N9C 2L6
1-800-465-4329
holidayinn.com
Ontario Bar Association
2nd Floor - 20 Toronto Street
Toronto, Ontario M5C 2B8
416-869-1047
oba.org
HRPA Education Centre
150 Bloor Street West
Toronto, Ontario M5S 2X9
416-923-2324
hrpa.ca
Ron Joyce Centre, McMaster
University
DeGroote School of Business
4350 South Service Road
Burlington, Ontario L7L 5R8
905-525-9140
rjc.degroote.mcmaster.ca
Delta Meadowvale Hotel
& Conference Centre
6750 Mississauga Road
Mississauga, Ontario L5N 2L3
905-821-1981
deltahotels.com
Donald Gordon Conference Centre
421 Union Street
Kingston, Ontario K7L 3N6
866-455-2655
business.queensu.ca/dgcc/index.php
Hilton London Hotel
300 King Street
London, Ontario N6B 1S2
519-439-1661
hilton.com
Ivey ING Direct Leadership Centre
Exchange Tower
130 King St W – Ground Floor
Toronto, Ontario M5X 1A9
416-861-9600
iveyingleadershipcentre.com
Manufacturers Life Financial
Conference Centre
200 Bloor Street East
Toronto, Ontario M4W 1E5
416-926-5822
manulife.com
The Southway Inn
2431 Bank Street
Ottawa, Ontario K1V 8R9
613-737-0811
southway.com
HOTEL AND ACCOMMODATIONS
PD PACKAGE PRICING!
CGAs receive a discounted hotel room rate when
attending sessions at the Ivey ING Direct Leadership
Centre and BMO Financial Group Institute for Learning.
CGA Ontario is committed to providing convenient and
cost-effective professional development options to all
certified general accountants in Ontario. This year, your
Association will once again offer our popular PD
Package Pricing, frequent learners are discount earners!
For sessions at Ivey, please contact the InterContinental
Toronto Centre (225 Front Street West, Toronto, Ontario
M5V 2X3, 416-597-1400) and request the “Certified
General Accountants of Canada” rate. For sessions at
the BMO Institute mention that you are attending a
CGA Ontario event.
MEALS AND MATERIALS
All scheduled meals and seminar materials are included
in the registration fee.
50
Royal Niagara Golf Club
1 Niagara-on-the-Green Blvd.
Niagara-on-the-Lake, Ontario L0S 1J0
905-685-9501
royalniagara.com
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
Register in advance for three, single-full day seminars
and pay just $1,148 plus tax. CGAs save 10 per cent off
the cost of three seminars at the regular seminar price
of $425 plus tax.
Terms and Conditions
PD Package Pricing is restricted to three full-day seminars purchased in advance. It may not be used for individual seminars purchased at different dates or times.
Pricing does not apply to professional development
seminars hosted by CGA Ontario’s chapters.
Registrations are processed on a first-received basis, by
date received.
Registration and Policies 2012-13 Professional Development Opportunities
HOW TO REGISTER
DRESS CODE
Online
CGA Ontario requests that all seminar participants
dress in professional attire. Business casual clothing is
acceptable at all locations. No jeans, shorts, tee shirts
or athletic wear is permitted.
Members, students and non-members can register
through the Event Registration section of CGA
Ontario’s website, cga-ontario.org.
Phone
You may register by phone through our contact centre by calling 416-322-6520 or 1-800-668-1454.
REFUND POLICY
Cancellations and transfer requests must be received
at least 14 business days prior to the seminar to
receive a full refund or transfer to a future seminar.
No exceptions will be made. If you cannot attend, you
may send a substitute participant in your place or
request that the hand-out material be mailed to you.
CGA Ontario reserves the right to cancel seminars
with insufficient enrolment. Registrants will be notified and a full refund will be issued.
SEMINAR MATERiaL
Seminar material is considered a supplement to the
session lecture, therefore, CGA Ontario is not permitted to sell seminar handout materials.
CONFIRMATIONS, CERTIFICATES
OF ATTENDANCE, CONFIRMATION
OF REGISTRATION FOR TAX PURPOSES
A confirmation of seminar registration is emailed to
individuals upon registration. If you haven’t received a
confirmation form at least 48 hours prior to the seminar, please contact Elly Barandeh at CGA Ontario to
ensure that your registration was received profdev@
cga-ontario.org.
All seminar participants receive an email confirmation
of attendance. Please retain this confirmation in an
effort to support your Continuing Professional
Development (CPD) Reporting Requirements.
EMERGENCY INFORMATION
In the event of severe weather, and you are unsure as
to whether a seminar will be cancelled, please contact
that facility directly (see page 50 for telephone numbers of individual facilities).
PRIVACY POLICY
All communications from the Certified General
Accountants of Ontario adhere to the CGA Ontario
privacy policy found on CGA Ontario’s website, cgaontario.org.
No CGA Ontario communication should include personal information on an individual, unless specific
consent was received in advance for that single, specific purpose. For further information or if you are in
doubt send an email message to the privacyofficer@
cga-ontario.org.
Additionally, photographs taken at the conference or
admission to membership ceremony may be used for
communications or marketing purposes, in print or
online.
CPD REPORTING REQUIREMENTS
CGAs shall accumulate 40 continuing professional
development (CPD) hours every calendar year, of
which a minimum of 20 hours must be verifiable.
CGAs are required to track their activities annually, as
well as complete an online declaration, acknowledging that they have met their obligations to maintain
the knowledge and skills necessary to perform their
professional work competently. CPD is based on the
calendar year ending December 31st.
It is important to note that CPD is subject to audit.
CGAs should retain the appropriate documents to
support any verifiable hours declared.
CGAs transferring to and from another provincial
Association will carry with them the hours that they
have accumulated.
New CGAs will commence the program upon
completion of their first full calendar year after the
year they are certified. For example, if a new CGA is
certified in 2012, the first year to declare would be
calendar year 2014.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
51
Seminar Speakers
YOUR professional development speakers.
From accounting and financial experts to leading academics and motivational professionals, we deliver premium
seminar speakers.
Gerry Anderson is the president of Logicon Solutions, a
boutique consulting firm that helps organizations
improve their decision making capabilities. Gerry has
more than 20 years of industry experience working with
the private and public sector and management
consulting. His firm provides skilled strategic and
tactical leadership advice to optimize back office
operations, support corporate growth and enhance riskfree decision making.
Tina Beauchamp is a payroll consultant with the
Canadian Payroll Association and is one of eight subject
matter experts in payroll legislation, research and
training with the Payroll Resource Group. Tina has more
than 20 years’ experience in payroll and has managed
Canadian and U.S. payrolls for organizations in the retail
and manufacturing sectors. She is a certified payroll
manager (CPM).
Karine Benzacar has over 20 years of industry
experience in senior financial management positions. In
addition to her industry experience, Karine has taught
undergraduate, MBA and master’s of finance courses at
several leading universities including; University of
Toronto, Queens University, Concordia University, and
Ryerson University. Karine is the managing director of
Knowledge Plus Corp., an organization which specializes
in business training and financial, accounting, and
management information services. Karine holds a
master’s degree in business administration (MBA) from
McGill University.
52
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
René Bertrand is a partner at 3D Performance
Consulting, and a senior consultant and associate with
rogenSi North America. René works with organizations
and individuals to help them achieve high performance
and reach their full potential. He has worked with
different levels of various organizations, in Canada,
France and USA. René holds a bachelor of science from
Loyola University and holds various certificates
supporting his presentation skills, performance
management and leadership skills.
Doug Carter has extensive experience in the arts,
owning his own retail business and teaching accounting
with the Toronto District School Board and the
University of Toronto. Using his diverse professional
experience, Doug works with accounting and finance
professionals to enhance their ability to develop and
deliver their message effectively. With more than
fourteen years of experience as a consultant and his
experience as an accounting teacher, Doug understands
the communications skills required of accounting and
finance professionals and the importance of enabling
those without a financial background understand what
the numbers mean.
Bruce Clark, CGA, is a licensed public accountant and a
partner in the public practice firm of Nazzarro Clark LLP,
Certified General Accountants in Concord, Ontario, and
has more than 25 years’ experience in service small and
medium size businesses. Bruce also has extensive
experience in the area of taxation, which includes
several years as an auditor with Revenue Canada,
Taxation. He is a frequent lecturer and seminar leader
on tax related subjects for CGA Ontario and other
accounting groups.
Seminar Speakers 2012-13 Professional Development Opportunities
Everett Colby, FCGA, is a practitioner and
principal of North American Forensic
Accountants and Fraud Investigators Inc. A
popular seminar speaker on topics such as
fraud and money laundering, his articles
have appeared in CGA Magazine and on
CGA Canada’s PD Net, and he has been
frequently quoted in newspapers, radio and
television. In addition to his CGA designation,
Everett is a certified fraud examiner (CFE)
and is a life member of the International
Association of Certified Fraud Examiners.
Chuck Gallozzi lived, studied, and worked
in Japan for 15 years, immersing himself in
the wisdom of the Far East and graduating
with degrees in Asian studies. He is the
co-author of 101 Great Ways to Improve
Your Life and Walking with the Wise for
Overcoming Obstacles. A certified NLP
practitioner, and founder and leader of the
Positive Thinkers Group in Toronto, his
articles have been published in books,
newsletters, magazines and newspapers. He
has also appeared on national TV.
John DeGoey is vice-president and
associate portfolio manager of Burgeonvest
Bick Securities Limited. An authority on
professional, transparent financial advice in
Canada, he is a frequent media
commentator on financial matters in both
print and on television. The author of The
Professional Financial Advisor, John is a
recipient of the National Multimedia Award
conferred by the Canadian Association of
Financial Planners. He has spoken at
numerous conferences internationally and
lectured on behalf of the Canadian
Securities Institute to Chinese brokerage
firms about best practices and portfolio
theory. He is a fellow of FPSC and a
certified financial planner (CFP).
Jim Gaston is the executive director at
Neverest Inc., a company specializing in
professional development, education,
consulting and quality assurance services in
the areas of audit, accounting, and risk
management. A retired partner after 25
successful years in various roles at
Pricewaterhousecoopers, Jim works with
internal audit clients to design and develop
quality assurance and improvement
programs. He recently developed the
internal audit methodology for Protiviti, an
internal audit and risk management
company operating in more than 15
countries and serving the majority of
Fortune 500 companies.
Tony Dimnik is the president of Vednost
Inc., a company that teaches accounting and
finance fundamentals, with the belief that
people who understand and use financial
concepts and tools are more engaged and
effective in their organizations. An authority
on strategic control systems and open book
management, Tony is a founding faculty
member of several finance and management
programs at Canadian universities. He has
taught at academic institutions around the
world and served as the director of the
National Executive MBA program at Queen’s
University. He holds a Ph.D. in accounting
from the Ivey School of Business.
Robert Forsyth, FCGA, has been a
practitioner for more than 25 years. A past
member of CGA Ontario’s discipline
committee, Robert has served as a practice
reviewer and a discipline investigator.
Passionate about certified general
accountants in public practice, Robert is a
long-time leader of seminars for CGA
Ontario, the Association of Certified
Forensic Investigators of Canada, and
various universities. In addition to his CGA
designation, Robert is a certified forensic
investigator (CFI).
Diane Gaudon, FCGA, is an entrepreneur
specializing in GST, HST, QST training and
consultation. With more than 25 years’
experience as a professional accountant,
she has gained extensive accounting and
taxation expertise spanning many
industries. Diane has advised both
Canadian and foreign companies on federal
and provincial sales tax matters and
frequently presents commodity tax related
material to numerous professional
organizations. Diane authored CGA
Ontario’s Harmonized Sales Tax Booklet II
and has written a GST/HST course for CGA
Canada’s PD Net. Currently, Diane has her
own practice providing sales tax training
and advisory services to practitioners and
businesses of all sizes.
Anu Goel is a consultant with Neverest Inc.,
a company specializing in professional
development education, consulting, and
quality assurance services in the areas of
audit, accounting and risk management.
With more than 25 years of professional and
continuing education experience, she has
worked with a vast array of subject matter
and audiences. A faculty member at Seneca
College, Anu teaches financial accounting
and assists in the technical review and
update of accounting manuals, textbooks
and student guides.
Bonnie Gross is president of
SpeechScienceInternational, a company
devoted to helping individuals become
dynamic, influential speakers through
training in dynamic speaking, voice and
communication skills. By combining speech
pathology techniques, computer based
biofeedback tools, and radio and television
expertise, we have the unique ability to
create permanent and outstanding results.
The Marquee Group is a leading provider
of financial modeling training programs. Its
courses are led by experienced instructors
and delivered through a combination of
lectures, group discussions and hands-on
computer assignments. Since 2002, it has
trained thousands of people at dozens of
organizations in Canada, the United States,
the United Kingdom, Australia and Mexico.
For several years, The Marquee Group has
provided the annual training program for
Canadian banks, pension funds and
universities.
“The speaker provided
many practical tips and
solicited tips from the
audience. As always, the
course was delivered in a
fun and organized way.”
– Attendee
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
53
Seminar Speakers 2012-13 Professional Development Opportunities
Rebecca Heaslip is the president of
Leadership Insight, a consulting practice
specializing in leadership coaching and
organizational consulting. Rebecca has prior
experience in sales and marketing
management and currently works with large
and small organizations in the private and
public sectors and individuals, coaching
professionals to reach their full potential.
Rebecca holds a bachelor of arts degree
and is certified in executive coaching.
Karen Horcher, CGA, provides
management consulting and training in
treasury and risk management to
multinational corporations, governments
and financial institutions. She has also acted
as an expert witness in legal and regulatory
cases involving derivatives trading and
losses. The author of several finance books,
including Essentials of Financial Risk
Management and Essentials of Managing
Treasury, Karen is a frequent seminar
speaker and facilitator on financial related
topics. In addition to her CGA designation,
Karen is a chartered financial analyst (CFA).
Vijay Jog is a chancellor professor at the
Sprott School of Business, Carleton
University, and the founder and president of
Corporate Renaissance Group, a global firm
that specializes in improving enterprise
performance through innovative solutions.
The recipient of the Moulton Gold Medal, he
has been recognized by National Post as a
“leader in management education” and has
published more than 100 research papers
and books. Vijay is a chemical engineer with
a master’s degree in engineering (M.Eng), a
master’s degree in business administration
and a doctor of philosophy degree in finance
from McGill University. He is a chartered
accountant (CA).
Dan Johns is program manager at
Language Education for Accounting
Professionals Inc. (LEAP), a company
dedicated to improving the career success
of internationally educated accounting and
finance professionals in Canada. He is a
TESL certified English language instructor
with more than 14 years’ experience in
communication training and has worked
with various associations, agencies and
post-secondary institutions designing and
developing communications skills training
solutions. Dan holds an honours bachelor’s
degree in linguistics and cognitive science
from the University of Toronto.
Manu Kakkar has more than 12 year’s
experience in domestic, international,
personal and corporate taxation, running
54
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
his independent tax practice. Serving a
diverse client base across Canada and the
US, Manu has worked with various
industries. An award winning tax writer,
Manu holds an honours bachelor’s of
science in immunology from McGill, a
master’s degree in taxation from the
University of Waterloo and is a chartered
accountant (CA), and a trust estate
practitioner (TEP).
specialist on corporate governance. A former
recipient of Canada’s Top 40 Under 40
award, Richard’s research and expertise on
effective corporate governance has been
sought out by governments, regulators,
industry and shareholder associations. A
professor at York University, Richard also
writes his Governance Gateway Blog, and
has served as an external advisor to various
boards of directors.
Bernie Keim, CGA, is a consultant,
assisting businesses with performance
metrics and data analysis. Bernie also
develops courses for Laurentian University’s
business department and is a frequent
speaker for CGA Ontario. The former vicepresident of member services and
regulatory affairs at CGA Ontario, he was
principally responsible for overseeing public
accounting policy and regulation. Bernie
also has more than 20 years of experience
in professional practice and with the Bank
of Montreal. Bernie holds a master’s degree
in business administration (MBA) from
Laurentian University.
Victor Lee, CGA, runs Lee & Company Tax
and Accounting Standards Advisory Inc., a
consulting and corporate training firm. He
advises professional accountants in public
practice, delivers training seminars, lectures
at universities and colleges and develops
exams for CGA Canada. Prior to
establishing Lee & Company, Victor spent
more than ten years in progressive positions
within financial institutions in Toronto. Victor
is a certified financial analyst (CFA) and
holds a master’s in business administration
from the Schulich School of Business.
Brett Knowles is the founder of the
Balanced Scorecard Network and a longtime thought leader in the performance
measurement space. Brett has assisted more
than 3,000 organizations around the world
and in all sectors, from AT&T to Zeneca, the
IRS to the City of Kingston. The co-founder
of the first Balanced Scorecard application,
Brett has developed numerous measurement
concepts around intangible assets, and has
served on countless editorial boards and
conference constructs. He holds a master’s
degree in business administration (MBA)
from Queen’s University.
Cindy Kottoor is the president and founder
of Neverest Inc., a company specializing in
professional development, consulting and
quality assurance services in the areas of
audit, accounting and risk management.
With a focus on improving effectiveness
and efficiency, Cindy develops and delivers
customized professional development
courses for internal audit, external audit,
corporate risk management and finance
groups in Canada. Previously, Cindy was an
audit and assurance manager at Deloitte &
Touche LLP. Cindy has a master’s degree in
accounting from the University of Waterloo
and is a member of the board of directors
and risk and audit committee for the
Ontario March of Dimes. She is a chartered
accountant (CA).
Richard Leblanc is a tenured, award-winning
teacher, researcher, consultant, lawyer and a
Keith Martin operates H•M Advisors Inc., a
professional practice aimed at business
owners facing business challenges or
decisions for which they do not have
adequate support. Keith has presented
several professional seminars aimed at
increasing the knowledge of finance
professionals in non-traditional areas. His
career experience includes the delivery of
professional advisory services and a past
position as chief financial and chief operating
officer of a large, privately owned contracting
company. Keith’s current practice includes
commercial meditation, transaction support
and business assessments. He is a
chartered accountant (CA).
Tom McCallum, FCGA, has been a
practitioner in the tax discipline since 1967
and is a consultant in business valuation and
income tax. Tom is the co-ordinator of CGA
Magazine’s “Tax Strategy” column, author
of a number of courses for CGA Canada’s
comprehensive tax study series, and is the
author of CGA Canada’s Tax Practice
Guideline and its Business Valuation
Guideline.
John Nazzarro, CGA, is a partner in the
professional practice firm of Nazzarro Clark
LLP, Certified General Accountants in
Concord, Ontario, with more than 30 years’
experience in serving small and medium
size businesses. John is a senior practice
inspector for CGA Ontario and a current
member of The Public Accountants Council
of the Province of Ontario. John has
previously lectured for the Humber College
Seminar Speakers 2012-13 Professional Development Opportunities
Institute of Technology and Advanced
Learning and for CGA Ontario on
accounting and related subjects.
Jim Otar is a financial planner, financial
writer, chartist and founder of
retirementoptimizer.com. His expertise
stems from applying his professional
background in engineering and technical
analysis to retirement planning. The author
of Unveiling the Retirement Myth and High
Expectations and False Dreams, Jim’s
articles on retirement planning won the
Certified Financial Planner Board Article
Awards in 2001 and 2002, and he presents
seminars and workshops in advanced
retirement planning.
Dennis Plum is the president, principle
trainer and consultant at Willis Plum
Holdings Inc., which enables businesses to
harness the power of Microsoft Excel with
the use of macros and VBA. A specialist in
the streamlining of business process,
Dennis created the popular PD seminar,
Excel with Macros and VBA Workshops.
Today more than 1,000 non-programmers
have attended and learned how to
automate repetitive Excel processing to
boost their productivity and streamline
Excel workflows. Since 1991 his professional
positions have included computer studies
college professor, Microsoft certified
system engineer and Microsoft certified
trainer, preparing candidates for the
Microsoft Certified Systems Engineer
designation (MCSE).
Steve Prentice is president of Bristall
Morgan Inc., a consulting firm with offices in
Toronto and New York City, which develops
and affirms the continuous improvement
practices of people and workplace
technologies through seminars, workshops
and coaching. The author of three books on
time management, Steve is in high demand
as a speaker on topics relating to humans in
the digital age, and is a frequent television
and radio guest on issues related to
workplace productivity and stress. A
member of the Canadian Society for
Training and Development, Steve holds a
degree in communications studies from
Concordia University and a degree in
psychology from York University, where he
was the official Rhodes Scholarship
Candidate in 1990.
Stephen Priddle is vice-president, finance,
and chief financial officer of Chinook MHD
Corporation and an accounting seminar
leader across Canada as president of
Practical PD. A graduate of Carleton
CGA ONTARIO/IVEY CERTIFICATE
IN STRATEGIC LEADERSHIP
August 20-22, 2012
August 19-21, 2013
Delivered in partnership with the Richard Ivey
School of Business, this certificate program is
designed to sharpen the strategic thinking
and leadership skills of senior managers
facing a rapidly changing and increasingly
complex business environment.
Read more about the Certificate in Strategic Leadership on page 45.
University with an honours bachelor of
commerce degree, Stephen earned his
chartered accountant (CA) and certified
management accountant (CMA)
designations while working for KPMG. With
extensive experience in financial reporting,
treasury management, merger and
acquisitions and other areas, he has taught
in the CGA program of professional studies,
at the University of Toronto, Carleton
University, in the CMA Strategic Leadership
Program and in CA education programs.
Sandy Richardson is the president of
JETrichardson, and is a business transfor­
mation professional. Sandy has more than 20
years of progressive leadership experience,
and helps teams achieve exceptional
business performance results by helping
them pinpoint and overcome their strategy
execution challenges quickly, effectively, and
permanently. Sandy is a frequent conference
speaker and regular blogger, commenting
on the process and benefits of strategy
mapping and the balanced scorecard,
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
55
Seminar Speakers 2012-13 Professional Development Opportunities
strategy execution excellence, and building a
strategy focused organization.
Kurt Rosentreter is a senior financial
analyst with Manulife Securities
Incorporated in Toronto and is a national
best-selling author. Kurt also runs his own
wealth management practice helping
Canadian families reach their financial
goals. Kurt has a number of credentials that
enable him to provide depth and breadth of
technically sound advice on financial
planning. A fellow in the Canadian
Securities Institute, Kurt is a chartered
accountant (CA), certified financial planner
(CFP), certified investment management
analyst (CIMA), and chartered life
underwriter (CLU).
Julie Ruben Rodney is principal of
Maximum People Performance Inc. Prior to
launching Maximum People Performance,
Julie spent ten years with MICA Consulting
Partners, where she facilitated hundreds of
interactive workshops, designed programs,
built deep client relationships through
business development, and projectmanaged large scale initiatives. A graduate
of the University of Western Ontario, she
holds a certificate in human resource
management, the certified human resources
professional designation, and a master’s
degree in adult education from the
University of Toronto, specializing in
workplace learning and change.
International Monetary Fund has been
devoted to tax modernization,
administration and reform projects in
developing countries.
Cam Scholey has many years of experience
as a speaker, author and consultant;
focusing on strategy, namely the strategic
concepts of balanced scorecard and
strategy mapping. Currently a lecturer at
several universities, Cam, was a faculty
member at The University of Waterloo and
was involved in designing and teaching the
new masters of business administration,
entrepreneurship and technology (MBET).
Can has also authored the book, A Practical
Guide to the Balanced Scorecard, and many
other articles and guidebooks.
I loved it. I chose to take
advantage of the live broadcast
option to avoid driving and
parking. This is definitely
something I will do again.
– Joanna Crowe, CGA
Alan Salmon has more than 25 years of
management, systems and training
experience. He is the CEO of K2 Enterprises
and has published 13 books on accounting
software. Alan is also a syndicated
international commuter columnist and has
extensive experience writing for The
Bottom Line, Canada’s accounting
newspaper. Alan chairs Microsoft Canada’s
“Accounting Technology for the 21st
Century” series of seminars and is
recognized in Canada as a leading analyst
in accounting technology.
Nick Shepherd, FCGA, owns and operates
EduVision Inc., a consulting and training
business that specializes in business
governance and planning, quality and cost
management, and leadership skills. Nick has
more than 40 years of broad management
experience and has published many books
and publications, recently co-authoring,
Reflective Leaders and High Performing
Organizations. In addition to his CGA
designation, Nick is a fellow certified
management consultant (FCMC) and a
fellow of the chartered certified accountants
(FCCA).
Glen Schmidt, FCGA, is president of GTS
Seminars. He has presented numerous
accounting, tax and auditing seminars for
CGA Ontario and other provincial
associations and other organizations. The
co-author of six Internet-based learning
projects for CGA Ontario, Glen is also the
taxation section guide on CGA Canada’s PD
Net and the former course author of
Taxation 1 (TX1). Glen’s work as a member
of the panel of experts on taxation for the
Susan Sorensen, a partner at Borden,
Ladner and Gervais, practices in the area of
labour and employment law, advising
private and public sector employers. She
has also advised boards of education and
independent schools on education-related
matters. A member of the Canadian Bar
Association Labour and Employment Law
Section, Ontario, she graduated from
Queens University Law School in 1998 and
was admitted to the Ontario Bar in 2000.
56
CERTIFIED GENERAL ACCOUNTANTS OF ONTARIO
She holds an honours bachelor of arts
degree and a master’s degree in arts from
University of Western Ontario.
Earl Viner is a tax specialist who has
provided guidance and steered research
and development investment tax credit
claims through the Canada Revenue Agency
process for 25 years. Formerly the national
practice leader for SR&ED at one of the
“Big Four” accounting firms, Earl is a
published author and editor and
accomplished presenter. He coauthored
Canada’s Scientific Research and
Experimental Development Program - A
Practical Guide (CCH Canada Ltd.) and is
the editor of the two-volume service “Guide
to the Taxation of R&D Expenses”
(Thomson Carswell). He has worked for
large and small clients in a wide range of
industries.
Wendy Woods is principal of Watershed
Training Solutions, a dynamic training
company she founded in 2003. Her
workshops include stress management,
productive teamwork and effective
communication as well as many other
critical workplace skills. Wendy’s training
style energizes and motivates her
participants. Her years of hands-on business
and adult education experience,
complemented by a master’s degree in
business administration and a certificate in
adult education, provides her clients with
productive and profitable results. Wendy is
also an active member of the Strategic
Capabilities Network, as well as the
International Psychology Association.
Peter Wouters is a registered financial
gerontologist who builds awareness and
educates all professions who work with or
specialize in the needs, expectations and
issues of elders. Devoting much of his time
working with independent investors and
other professionals, Peter helps uncover the
issues and concerns faced by affluent
individuals, professionals and business
owners. Supporting his clients, he
researches and develops optimal solutions
for clients aimed at improving their financial
well-being. He has made regional and
national telephone and radio appearances
and his articles have been published in
newspapers, industry publications and
trade journals around the world.
Special offer!
2012 New Members
50%
OFF
CGA Ontario
Professional
Development.
More Skills.
More Knowledge.
More Success.
As a new CGA, you’ll want to take advantage of SPECIAL offerings on
conferences throughout the year. CGA Ontario’s Professional Development
Opportunities offer the best in quality programming, quality speakers and
quality venues that will provide you with more skills, more knowledge,
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All conferences
•
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Controllers’ Congress
Practitioners’ Convention
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IT Forum
Call the Contact Centre at 416-322-6520 or 1-800-668-1454 to register
and take advantage of this offer.
Offer valid to April 30, 2013. Cannot be used in conjunction with any other offer.
2012-13 PROFESSIONAL DEVELOPMENT OPPORTUNITIES
57
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Certified General Accountants of Ontario
240 Eglinton Avenue East, Toronto, ON M4P 1K8
416 322 6520
1 800 668 1454
info@cga-ontario.org
cga-ontario.org
cga-domore.org
Copyright 2012 by the Certified General Accountants of Ontario
Pub. No.: 12-102