Posts

ON DEMAND (NEW)Professional ethics 1 and 2: Two course bundle (4 hrs) – $120

Overview:

This two-course package includes Professional Ethics 1 (2.0 hr) and Professional Ethics (2.0hr) for a total of 4.0 CPD hours in Ethics.

Professional Ethics 1 (2.0 hrs):

In this course, we will examine specific areas of the CPA code of professional conduct (“code”) and use case studies to highlight key learning objectives. This presentation will also introduce a critical thinking methodology that will be applied to an ethical decision-making framework. Finally, we will explore current events relevant to the professional to understand how to apply lessons learned to deepen our ethical decision-making framework.

Professional Ethics 2: Improving psychological safety in the workplace (2.0 hrs)

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

However, current research also shows that psychological safety is fragile within organizations and teams. Critical events such as new leadership, organizational strategy changes, and external situations (such as a pandemic) can adversely affect an organization’s psychological safety.

In this video learning course, we will examine current research to better understand psychological safety for organizations and teams. We will then introduce ways to assess and improve psychological safety for both organizations and teams.

4.0 hrs of verifiable Ethics CPD (Certificate will be provided upon course completion)

ON DEMAND (NEW)Professional ethics 2: Improving psychological safety (2 hrs) – $65

Learning objectives:

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

However, current research also shows that psychological safety is fragile within organizations and teams. Critical events such as new leadership, organizational strategy changes, and external situations (such as a pandemic) can adversely affect an organization’s psychological safety.

In this video learning course, we will examine current research to better understand psychological safety for organizations and teams. We will then introduce ways to assess and improve psychological safety for both organizations and teams.

The learning objectives of this course include:

  1. Understanding what is meant by the term psychological safety
  2. Understanding the importance of psychological safety to decision making and ethics
  3. Identifying the benefits of improving psychological safety within teams and organizations
  4. Exploring examples of organizations with both high and low psychological safety

2.0 hrs of verifiable CPD (Certificate will be provided upon course completion)

ON DEMAND (NEW)Performing audits during Covid-19 (2.5 hrs) – $70

Course overview

It is not hyperbole to say that this is the most challenging time to conduct an audit in our profession’s history. Our ability to communicate with our teams and clients has been complicated by social distancing and working remotely.  The consequence for our profession is a need to re-examine how we plan and conduct the audit for many of our clients as the same as last year (SALY) approach may be inefficient and impractical because of the pandemic.  Also, there may be increased fraud and significant risk factors to your audit clients resulting from the negative economic consequences of the pandemic.

In this video learning course, we will first examine how the coronavirus has disrupted the ways in which auditors traditionally gather evidence such as the use of inquiry, inspection, and observation (CAS 500).  For example, how do we gather evidence for the assertions of existence and valuation of inventory if the auditor is not able to observe test counts because of the coronavirus.

We will examine key areas of the Canadian Audit Standards and provide alternative ways of gathering evidence that may be more efficient and reliable during the pandemic.  We will also provide best practices to help auditors communicate with their teams and clients.

Learning objectives:

  1. Identifying the challenges to gathering audit evidence during the pandemic
  2. Identifying the benefits to re-evaluating the prior year’s audit approach for a client
  3. Understand the options that the Canadian Auditing Standards provide auditors to testing accounts and assertions.
  4. Understanding how to effectively communicate with the audit team and client virtually

2.5 hrs of verifiable CPD (Certificate will be provided upon course completion)

ON DEMAND (NEW)How to Provide Effective Feedback and Improve Employee Engagement (2hrs) – $65

Course overview

This video learning course will introduce the latest research in providing effective feedback to discuss how managers can mentor and develop their staff while also improving firm retention of top talent. Providing effective feedback has a direct and positive effect on employee engagement.

The benefits of improving employee engagement within an organization are well supported:

  • Higher employee retention
  • Increased productivity
  • Increased job satisfaction

We will define the term employee engagement to understand how it is affected by receiving both effective and ineffective feedback.   This course will then demonstrate effective strategies to help provide effective feedback and improve employee engagement.

Learning objectives

  1. Defining employee engagement and why it is important to an organization.
  2. Understanding the importance of providing effective feedback to employee engagement.
  3. Identifying the challenges facing managers in providing effective feedback to employees.
  4. Examining the key components that make the difference between effective feedback and ineffective feedback.
  5. Applying research-based tools to help managers provide effective feedback and improve employee engagement.

2.0 hrs or credits of verifiable professional development (Certificate will be provided upon course completion)

ON DEMAND (NEW)Performing reviews and compilations during Covid-19 (2.0hrs) – $65

Course overview

In this video learning course, we will first examine how the coronavirus has disrupted the ways in which review and compilation engagements are conducted. For example, inquiry (per the Canadian Standard on Review Engagements 2400 par.5) is a primary way to obtain sufficient appropriate evidence for a review engagement. However, our ability to communicate with our clients has been complicated by social distancing and working remotely. Also, Canadian Standards on Related Services (CSRS) 4200 will be replacing Compilation Standards 9200. This new standard contains increased demands for documentation that will require more communication with clients.

The consequence for our profession is a need to re-examine how we plan and conduct the reviews and compilations for many of our clients as the same as last year (SALY) approach may be inefficient and impractical because of the pandemic.

We will examine key areas of the Canadian Standard on Review Engagements (CSRE) 2400 and provide alternative ways of gathering evidence that may be more efficient and reliable during the pandemic. We will examine CSRS 4200 to help practitioners prepare for the changes. We will also provide best practices to help practitioners communicate with their teams and clients.

Learning objectives:

  1. Identifying the challenges to gathering evidence for review engagements during the pandemic
  2. Understand the options that CSRE 2400 provide in gathering evidence
  3. Identifying key changes to CSRS 4200 compared to s.9100
  4. Understanding how to effectively communicate with the engagement team and client virtually

2.0 hrs of verifiable CPD (Certificate will be provided upon course completion)

ON DEMANDProfessional ethics (2 hrs) – $65

Learning objectives:

In this online course, we will examine specific areas of the CPA code of professional conduct (“code”) and use case studies to highlight key learning objectives. This presentation will also introduce a critical thinking methodology that will be applied to an ethical decision-making framework. Finally, we will explore current events relevant to the professional to understand how to apply lessons learned to deepen our ethical decision-making framework.

The learning objectives of this course include:

  1. Understanding how we make decisions using tools such as the Heinz dilemma
  2. Understanding how our organizational culture affects our decision-making process
  3. Applying a critical thinking methodology that will be applied to a relevant case study

The course will also explore current events relevant to the professional to understand how to apply lessons learned to deepen our ethical decision-making framework.

2.0 hrs of verifiable CPD (Certificate will be provided upon course completion)

ARCHIVED WEBINARHow to design and deliver an engaging virtual presentation (1.5 hrs) – $25

As a result of the pandemic, many professionals find themselves presenting to teams, clients and others using teleconferencing software such as Zoom, Go to Training, Microsoft Teams etc.  However, presentation design and delivery for a live presentation is much different than for a virtual presentation. It is not enough to simply take a prepared live presentation and just do the same thing in a virtual setting.  Current research shows that this will result in a lack of both clarity and participant engagement.  In fact, virtual presentations require more instructional design and preparation than a live presentation.

A virtual presentation must be re-designed to promote thoughtful use of virtual engagement tools such as audience feedback buttons, polling questions, breakout rooms and shared screens.  The presenters themselves must prepare differently than for a live presentation including setting up proper camera framing, audio levels and lighting.

This webinar will discuss:

  1. Virtual presentations vs live presentations room – significant differences
  2. Virtual presentations – best practices
  3. How to effectively use the virtual presentation engagement tools

Recorded on September 15, 2020.  The cost of this recorded (archived) webinar is $25 (including tax)

This archived webinar will be closed captioned (CC)



Great presentation. Garth did an excellent job breaking down simple tips to help improve our virtual presentations. Super useful. I also liked the fact that additional tips and information were shared via PDFs to provide participants with additional information should they need it.

I very much appreciated your practical insights and your energy today.

It was a very informative and interesting session

Very practical, and excellent of Garth to provide links to tools and to stay for questions!

 

ON DEMANDLeading teams to excellence (0.2 hr) – Free

Learning objectives:

The objective of this course is to teach you how to assess and increase the collective intelligence of your team when completing/performing a shared task. Collective intelligence refers to a team’s ability and skill to complete a shared task. To achieve the learning objective of the course, the video and self learning activities will teach the following:

  1. Assessing the collective intelligence of your team
  2. Understanding how you can affect the collective intelligence of the team.

Knowledge, skills and abilities

After completion of this course, the professional competence that can be achieved by participants:

  1. Identify factors that increase collective intelligence
  2. Identify factors that decrease collective intelligence

Measurement of the knowledge, skills and abilities

After completion of this course, you will be able to:

  1. List the 3 factors that correlate to a team’s collective intelligence.
  2. Assess the collective intelligence of your teams.
  3. Develop SMART (specific, measurable, attainable, relevant and timely) action steps to improve the collective intelligence of your team based on your assessment.
  4. Measure the increase in the collective intelligence of your team by specific metrics such as meeting project milestones and favourable project reviews
  5. Develop SMART action steps to encourage balanced contribution from team members measured by positive feedback (both formal and informal) from team members.
  6. Apply the factors correlated to increasing collective intelligence of a team to improve the team’s creative problem solving capabilities.

0.2 hrs of verifiable CPD (Certificate will be provided upon course completion)

ON DEMANDEffective report writing (0.5hr) – $35

Course overview

The challenge of writing clear and concise reports can lead to frustration and even conflict. The meaning of key content can be obscured or misinterpreted because of poor writing technique. The good news is that there are simple and proven tools that will immediately improve the effectiveness of report writing at any level.

This online course will demonstrate tools to improve report writing.

Learning objectives

  • Identifying the challenges of writing reports for different user(s)
  • Identifying the users of their reports and analyzing their needs
  • Applying a research based toolkit to write and revise reports with improved effectiveness

0.5 hrs or credits of verifiable professional development (Certificate will be provided upon course completion)

ON DEMANDDesigning effective presentations (0.5 hr) – $35

As business professionals, we are constantly finding ourselves presenting information. Whether it is for a board, keynote speech or for potential clients, an important skill set of our profession is the ability to present information to different audiences for different purposes. Much of our preparation focus is on presentation delivery (voice, posture, poise etc.), but how we design the presentation can be much more impactful in creating an effective and clear message for your audience.

In this online course, we will examine the latest in instructional design research to ensure your content and visual aids are helping your presentation delivery.

Learning objectives:

  1. How to understand your audience and what’s in it for them (WIIFT)
  2. Understanding the latest research in how participants for a presentation stay engaged with your message
  3. Applying the latest research in instructional design to improve your presentation including storytelling techniques, the replacement of words with images and the effective use of technology such as PowerPoint

0.5 hrs of verifiable CPD (Certificate will be provided upon course completion)