Partner PD Series For Your License – 2023 Sessions Completed
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: $229
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: No Recording Available
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: $229
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: $229
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: $229
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: $229
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: Recording not available
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: Dec. 13, 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