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LIVE WEBINARGetting Ready for the New Compilations Standard (CSRS 4200) (1 hr)

This webinar will examine the major changes between the New Compilation Standard (Canadian Standards for Related Services 4200) and the current standard s.9200.  CSRS 4200 is a significant change to the current standard. The effective date for implementing the CSRS 4200 is effective for compiled financial information for periods ending on or after December 14, 2021.

This webinar will:

  • Identify the fundamental changes of the new standard
  • Understand how to implement the key changes.
  • Provide key action steps for practitioners to perform today to get ready for the CSRS 4200

LIVE WEBINARAssurance Technical Update 2021 (2 hrs)

In this webinar, we will discuss significant pronouncements by the AASB (Auditing and Assurance Standards Board) and their implications for assurance practitioners.We will also provide action steps to help practitioners affected by current or soon to be effective changes to the assurance standards.These include significant changes to the Canadian Standards on Quality Control, the Canadian Auditing Standards and the Compilation Standards

LIVE WEBINARAssurance Technical Update 2021: Non-audit engagements (2.0 hrs)

In this webinar, we will discuss significant pronouncements by the AASB (Auditing and Assurance Standards Board) and their implications for assurance practitioners of non-audit engagements such as reviews and compilations. We will also provide action steps to help practitioners affected by current or soon to be effective changes to the assurance standards.

LIVE WEBINARProfessional ethics 2: Improving psychological safety (2 hrs)

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 live webinar, 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 Ethics CPD (Certificate will be provided upon course completion)

LIVE WEBINARHow to provide effective feedback and improve employee engagement (2 hrs)

In this live webinar, we 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. The learning objectives of this course include:

  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.

LIVE WEBINARPerforming an audit during COVID-19: Best practices (2 hrs)

In this webinar, 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.

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 reexamine 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 webinar, 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.


LIVE WEBINARPerforming reviews and compilations during COVID-19: Best practices (1 hr)

In this webinar, 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 reexamine 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.

In this webinar, 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.


LIVE WEBINARHow to use Zoom effectively to deliver virtual presentations (1.5 hrs)

Zoom is currently the most widely used video conference software to deliver virtual presentations.  However, many do not effectively use the available tools within both Zoom Meeting and Zoom Webinar to maximize participant engagement. These include tools such as:

  • Chats
  • Polling questions
  • Breakout rooms
  • Share audio only
  • Electronic flipcharts
  • Whiteboards

In understanding and effectively using these tools within Zoom, your presentation will become more dynamic and engaging to your audience.  In this webinar, we will demonstrate how to design an engaging presentation within Zoom.

LIVE WEBINARBusiness development for CPA firms (2 hrs)

This webinar will provide tools and techniques in business development for managers, senior managers and Partners of CPA firms.

LIVE WEBINARManaging your home office: Best practices for working remotely (1.5 hrs)

This webinar will investigate the benefits and challenges of working from home. The webinar will then provide practical research-based solutions to maximize your productivity and happiness while working from home.