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CA Practice Advantage Webinar Series
Welcome to the CA Practice Advantage (CAPA) page for CAs in public practice.
CAPA webinars are a service for members in public practice. Register for CAPA Newsletters to receive notification of upcoming webinars.
The webinars are offered 6 times a year and topics center around standards and regulations, client development, technology, marketing your services, professional resources and more. The format is a 45 minute presentation by a featured speaker, followed by 15 minutes of Q&A. Earn 1 CPD Credit for participating in our Webinar.
To view the current issue of CA Practice Advantage newsletter or the archives, please click here.
Click the link(s) below to register for future webinars or to listen to previous sessions.
Archives
Effective Research - How to navigate Knotia.ca and Directorssource.com
Date : October 20th, 2011
Time: 12:30 PM ET
Primarily for those who have, or are considering, an online subscription to a CICA product, this webinar will describe how to easily search, save and share documents from CICA's catalogue of more than 100 online accounting and tax titles. Learn about some of the changes that we have made to make your research experience easier and faster than ever.
Nicky Perro, Help Desk and Training Manager, Ernst & Young Electronic Publishing Services, will walk you through everything from accessing your online subscription, to navigating the site, and using features that will make your research experience more efficient and effective.
Alexandra Garant will walk you through directorssource.com, the Canadian Institute of Chartered Accountant's online board of directors matching service. Directors Source is provided as a service to help CAs find a directorship on profit and not-for-profit organization's board of directors.
Simplify Your Practice's Paperless Client Document Process
Date : September 13th, 2011
Time: 12:30 PM ET
So you are using CaseWare's Document Manager more aggressively. You're even scanning most of the permanent files to PDF. But is that it? Is that paperless?
Have you embraced the electronic document framework so that you know how to handle any client document? Are you aware of the differences between documentation and file saving? Are you producing an independent archived static document that can pass the tests of peer review and court challenge? How are you addressing team / client communication electronically? Have you applied metadata to allow for proper document retention policies? How do you show review evidence on non-CaseWare files, like excel, email, PDFs? Do you have uneasy feelings about whether your process is complete?
Come, see and hear what others are doing. Join Dwayne Bragonier as he simplifies this process for you. Based on experience collaborating with over 200 Public Accounting firms, Dwayne will present a framework that provides comprehensive client document management rules to increase the efficiency, productivity and wealth of a public accounting firm.
CICA's New Products and Services to Help You Grow Your Firm
Date : July 12th, 2011
Time: 12:30 PM ET
In this webinar, Brian Loney, Director of Publishing, Member Services and Alexandra Garant, Bilingual Marketing and Sales Representative, CICA, will present information on various products and services offered by CICA. Brian will introduce CICA's new CAstore website and present information on some of our most popular client development guides. Alexandra will demonstrate how to access and use the e-nuggets database. It will be a great opportunity to learn about the new products and services designed to help you market and grow your firm, as well as become more familiar with CICA's new online platform.
Canada Revenue Agency's Electronic Services - Information and Services At Your Fingertips!
Date : February 28th, 2011
Time: 12:30 PM ET
Learn about the fastest and easiest ways to file a return, make a payment, transfer a payment, apply for benefits, view the NETFILE access code, view the status of a return, view the account balance, and authorize a representative and more, using the CRA electronic services.
In this webinar, Diane Foucault, from the CRA, will outline the electronic services that are available to individuals, businesses, and authorized representatives. She will also talk about the registration and authorization processes to access the accounts online, and introduce the new electronic services that are coming soon. Diane has 28 years of service with the Agency and has been with My Business Account section since 2008.
Client Development Opportunities for Tax Season
Date : February 22nd, 2011
Time: 12:30 PM ET
"I'm too busy for client development during tax season!" If this sounds like you, then you really need to attend this webinar. Learn about how clients choose, why clients change CA firms, and practical initiatives that you can execute to contribute towards your firm's client retention. Also, learn how to impact your bottom line by expanding services and obtaining referrals from current clients. Jean Caragher, an accounting marketing veteran, will share the results of her research as well as real life examples of client retention and marketing programs.
Best Practices for a Tax Practice
Date : January 20th, 2011
Time: 12:30 PM ET
The authors of the CICA Tax Practice Manual will provide a highlight of recent changes to the CICA Tax Practice Manual that are relevant for the 2010 tax filing season as well as provide content relating to best practices in a tax practice to help you maximize productivity, avoid common pitfalls and increase efficiency.
Audit of a Micro Entity - Make the new Canadian Auditing Standards Work for You and Your Clients
Date : October 27th, 2010
Time: 12:00 PM ET
Gain practical insights into how to best prepare your firm for the 2011 audit season. Focused on micro entity and not-for-profit organization audits, this webinar will cover what is new in the 2010 Canadian auditing standards and, as importantly, what is not new, and how you and your clients can benefit from this change. Strategies explored during this session will help you handle your audit engagements in an effective and efficient manner. Is it time to rethink your practice strategy?
The webinar features a panel consisting of:
- Phil Cowperthwaite, Partner, Cowperthwaite Mehta
- Eric Turner, CA - Principal, Auditing and Assurance Standards, CICA
Top Liability Claims Facing CA Practices and How to Avoid Them
Date : October 26th, 2010
Time: 12:30 PM ET
Liability claims cost CA practices time, money and business. In this webinar, Malcolm D'Souza, Chartered Accountant and Vice-President Claims and Chief Financial Officer for Association of Insured Chartered Accountants (AICA) Services Inc. will review the top liability claims facing CA practices over the past year. Malcolm will also provide insight into the claims and offer actionable guidance on how practices can avoid claims and reduce the likelihood that claims will be successful. The webinar will provide best practices for the firm overall and for staff and would be relevant to both owners and CAs working for a practice.
Communicating Successfully With Your Stakeholders About Changes to the Audit
Date : September 23rd, 2010
Time: 12:30 PM EDT
Auditors must be proactive in communicating with their key stakeholders about the changes to the audit: boards of directors, audit committees, client management, client staff, and their own firm's audit staff. There are a multitude of issues to discuss, including detailed changes in the nature, extent and timing of audit procedures, what is expected from management and those charged with governance, and in the auditor's report. Learn about what should be communicated and when to ensure that your clients are prepared for the upcoming audit engagement. As you all know, most clients don't like surprises.
The webinar features a panel featuring:
- Gord Cummings, CA, CPA (Illinois) - Partner, D&H Group LLP
- Eric Turner, CA - Principal, Auditing and Assurance Standards, CICA
- Cindy Kottoor, CA - President, Neverest Inc.- moderator
This webinar will run for 45 minutes followed by a 15 minutes Q&A session.
The new Canadian Audit Standards: After Busy Season - What Firms Should Do Now
Date : May 26th, 2010
Time: 12:30 PM EDT
With busy season just about over, it is a great time to begin implementing the new Canadian Auditing Standards. Learn about the key steps to success both within your firm and for your clients. Where you should focus your efforts, how you can leverage from recent audit engagements, and what things you should discuss with your clients about next year's audit - these are just a few of the things that will be covered in this important webinar.
The webinar features a panel consisting of:
Susan McIsaac, FCA - Partner, McIsaac Darragh
Eric Turner, CA - Principal, Auditing and Assurance Standards, CICA
Cindy Kottoor, CA - President, Neverest Inc - Moderator
This webinar will run for approximately 45 minutes, followed by a 15 minutes Q&A session.
Privacy Breach Reporting and Breach Avoidance
Date: November 26, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC.
This session will address the reporting of breaches by organizations, when reporting is required under current privacy laws and the resources available to guide organizations as to whether or not they should report. Learn about the experiences, challenges, concerns and issues related to managing privacy breaches. This session will also review the top five investments organizations are making to avoid a breach.
This webinar will be of particular interest to Canadian organizations in preparing for proposed amendments to Canada's privacy laws requiring mandatory security breach notification to individuals, reporting of breaches to privacy commissioners and possible reporting to law enforcement agencies.
Presenters:
John Jager, Vice President of Research Programs, Nymity
Claudiu Popa, President, Informatica Security Corporation & Author of The Canadian Privacy and Data Security Toolkit for Small & Medium Enterprises
This webinar will run for approximately 45 minutes, followed by a 15 minute Q & A session.
Implementing the CASs In My Firm - What Do I Need to Do Now for a Successful Transition?
Date: October 29, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC.
Even though the CASs will not be effective until audit engagements for periods ending on or after December 14, 2010, there are some things that can be done now to make the transition to CASs easier in 2010. Among the topics: what implementing the CASs will mean for my audits and my audit clients, the key steps to getting started now, what I should be discussing with my audit clients as I go through this busy season, how I can leverage from the CASs to make this year's audits more effective and save time next year. It's not a question of if practitioners need to start now, it's a question of what practitioners need to start doing now. This webinar is a must for every practitioner wanting to kick start the transition process.
The webinar features a panel consisting of:
Ken Krauss, FCA - Partner, Deloitte
Eric Turner, CA - Principal, Auditing and Assurance Standards, CICA
Cindy Kottoor, CA - President, Neverest Inc – Moderator
This webinar will run for approximately 45 minutes, followed by a 15 minute Q & A session.
IFRS and My Auditor
Date: November 2, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC.
Co-ordination with your auditor will be a critical component of a successful IFRS transition. This webinar will introduce issues related to the auditor's role in an IFRS transition, when and how to involve your auditors, and what they may require from you through the process. The speakers will bring the views of both the auditor and audit client to the discussion. Listen in on these important issues faced by Canadian companies and take this opportunity to ask your questions to the experts.
This webinar will run for approximately 45 minutes, followed by a 15 minute Q & A session.
Getting ready for the new Canadian Standard on Quality Control (CSQC 1)
Date: July 28, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC.
With only months to go until the new quality control standard (CSQC 1) comes into effect on December 15, 2009, it is critical that firms begin familiarizing themselves with CSQC 1 requirements. Act now and take the necessary steps to fully comply with the standard.
Take part in the webinar and learn about the practical things your firm needs to do to implement this new standard. Listen to valuable insights from practitioners that have already implemented the standard. Ask questions during the live Q &A session.
All Canadian firms that perform any audits or reviews must have a quality control system that complies with CSQC 1 in place by December 15, 2009. The time to begin preparing and planning is now.
The webinar features a panel consisting of:
Phil Cowperthwaite, Partner, Cowperthwaite Mehta
Chi Ho Ng, Principal, Auditing and Assurance Standards, CICA
Cindy Kottoor, President, Neverest Inc - Moderator
This webinar will run for approximately 45 minutes, followed by a 15 minute Q & A session.
Financing Solutions in a Challenging Environment
Date: June 18, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC.
In today’s challenging environment, we are continually searching for financing solutions – whether as a business owner or as a professional being asked for guidance.
What are the alternatives when the bank says NO? The newly launched Financing Toolkit publication by CICA surveys these alternatives, or the source that might always have been the most appropriate financier for your unique requirements. Not only will this presentation examine sources, but equally importantly will consider how to achieve success in financing. What are the key techniques for the written proposal, and also the verbal presentation? How do you interpret and deal with that dreaded NO from a financier? And how do you respond to the many warts that exist in your business’ history? Are you sensitive to the many signals being sent out from your lender?
With over 40 years of first-hand experience guiding clients through the financing jungle, Gary Fitchett will share many thoughts on how to achieve financing success.
Winning the Proposal Beauty Contest
Date: May 5th, 2009
Time: 12:30 PM ET
This Webinar is sponsored by PTC
Proposals are like beauty contests — it’s what the judges think is beautiful, not how beautiful you think you are. Most proposal beauty contests are won or lost well before the main event during the preparation phase (or lack of it, in many cases). To have success in a competitive proposal contest requires a significant commitment of time and effort. This Webinar will describe what to do when an RFP lands on your desk and the process to follow in planning and preparing a successful proposal.
Networking For Business Development Success
Date: November 25th, 2008
Time: 12:30 PM ET
Whether you are selling a product, a service, or yourself, the relationship will always cement the deal. In this webinar, learn a systematic process to develop and nurture relationships and then how to close the sale. Topics covered include Price-Expertise-Trust Model, Relationship Curve, The Bank of Me, Give-to-Get, and Networking Trap Avoidance. This isn't a how to schmooze presentation, but one that provides specific guidance on how to grow value and influence with others. Register for this Webinar and receive a free bestselling career planning book written by the presenter Randall Craig. To learn more about Randall Craig, and his book “Personal Balance Sheet” click the 'Speaker' link below.