2023 Partner PD Series

Register for the Full Partner PD Series For Your License

Registering for all sessions included in each stream provides a 40% discount as compared to registering for individual sessions highlighted below.

Compilation Stream

Up to 10 hours of verifiable CPD focused on CSRS 4200 Compilation Engagements and other non-assurance standards as well as the new Quality Management Standards coming into effect for non-assurance firms December 2023.

Cost: $675

Review Stream

Up to 14 hours of verifiable CPD focused on CSRE 2400 Review Engagements and common deficiencies noted in the application of ASPE and ASNPO for small and mid-size clients, in various sectors, commonly served by our colleague firms.

Cost: $1,075

Audit Stream

Up to 20 hours of verifiable CPD focused on compliance with IES 8 audit partner requirements including implementation of CAS 315, sampling and new and coming standards that may impact your December 2023 year-ends.

Cost: $1,475

Register for Individual Sessions of Interest from Partner PD Series

If you are not interested in attending all sessions included in a stream, register for individual sessions below.

Sessions are summarized below by topic area. See our Calendar View for all sessions by date.

Practice Management Sessions

Tax Planning for the Coming Year

Join Shane Schepens as we review the top tax planning strategies and/or opportunities that we are discussing with our clients for the end of 2023 / 2024.

Date: Oct. 11, 2023

Time: 10AM – 12PM PT

Cost: $158

Technology Tech Stack For Firms

To get the conversation started, we will share Clearline CPA’s current technology stack, what changes we are getting ready for and where we hope to end up.

Date: Nov. 15, 2023

Time: 10AM – 12PM PT

Cost: $128

Risk Mitigation in Public Practice

A discussion on changes in case law (if applicable), issues related to compliance with the provincial professional conduct requirements, or other risk management issues.

Date: Dec. 6, 2023

Time: 10AM – 12PM PT

Cost: $128

Compilation Stream Sessions

CSRS 4200 Compilation Engagements

In this session we will debrief practice finding deficiencies in the implementation and application of the new requirements under CSRS 4200.

Date: Sept. 20, 2023

Time: 10AM – 12PM PT

Cost: $128

Quality Management (CSQM1) for Non-Assurance Firms

In this session we will review the new quality management standards requirements at a high-level and review CPA Canada’s quality management templates.

Date: Oct. 4, 2023

Time: 10AM – 12PM PT

Cost: $158

Review Stream Sessions

Fatal Flaws – ASPE and ASNPO

In this session we will go beyond the common deficiencies and highlight the one-off fatal flaws that we encountered during our monitoring.

Date: Oct. 18, 2023

Time: 10AM – 12PM PT

Cost: $128

CSRE 2400 Review Engagements

In this session we will go over the common documentation deficiencies noted during monitoring in a review engagement file prepared using the Professional Engagement Guide (PEG) checklists.

Date: Nov. 8, 2023

Time: 10AM – 12PM PT

Cost: $128

Audit Stream Sessions

Audit Practice Management

The session will focus on the implementation of the Professional Engagement Guide (PEG) audit checklists and how our audit approach has, or has not, changed.

Date: June 7, 2023

Time: 10AM – 12PM PT

Cost: $128

Audit Evidence and Sampling

Join us for an overview of commonly asked questions, taking into consideration the firm’s sampling methodology and reliance on controls

Date: Sept. 27, 2023

Time: 10AM – 12PM PT

Cost: $128

What’s New and What’s Coming

Know what to look for in all your December 31 engagements and start working through changes to processes or templates for the fall.

Date: Nov. 22, 2023

Time: 10AM – 12PM PT

Cost: $128