2024 Partner PD Series

Partner PD Series For Your License

Registering for all sessions included in each stream provides a 15% – 25% discount as compared to registering for each individual session highlighted below under each stream.

A Full Brochure is available for download HERE.

Compilation Stream

Over 12 hours of verifiable CPD focused on taxation, GST/PST, risk management, CSRS 4200 Compilation Engagements and the new Quality Management Standards in effect for non-assurance firms December 14, 2023.

Cost: $675

Review Stream

Over 16 hours of verifiable CPD focused on taxation, GST/PST, risk management, assurance update, and APSE/ASNPO update, for small and mid-size clients, in various sectors, commonly served by our colleague firms.

Cost: $1,075

Audit Stream

Over 20 hours of verifiable CPD focused on compliance with IES 8 audit partner requirements including taxation, GST/PST, risk management, audit update, sampling and new and coming standards that may impact your December 2024 year-ends.

Cost: $1,375

Register for Individual Sessions of Interest from Partner PD Series

If you are not interested in attending all sessions included in a stream, you are welcome to register for individual sessions as they become available. We have two sessions available for May 2024. All other sessions will be hosted September to December and will be available for registration over the coming month.

Compilation Stream including Taxation and Practice Management Sessions

Changes to Capital Gains – 2024 Budget

Join Shane Schepens as we review the impact of the increase in the capital gains inclusion rate, the revised Alternative Minimum Tax rules and other considerations including GAAR to help you advise clients.

Date: May 16, 2024

Time: 9AM – 11AM PT

Cost: $158

Compilations and Quality Management (CSQM1)

In this session we will review common practice management considerations as related to the execution of compilation engagement under CSRS 4200 as well as the annual requirements under CSQM for non-assurance firms.

Date: Sept. 25, 2024

Time: 9AM – 11AM PT

Cost: 178

Tax Planning for the Coming Year

Discover the critical indicators that could reveal tax planning prospects for your clients. Shane Schepens will walk you through the most advantageous tax planning strategies and opportunities currently being explored with our clients for coming year.

Date: Oct 23, 2024

Time: 9AM – 11AM PT

Cost: $158

GST / PST Considerations

Given all the questions around sales tax issues and the conversion of short-term rental properties to long-term residential rentals we have asked our GST/PST colleague to join us for a session. We will also go over hot topics GST and PST auditors are focusing on this year.

Date: Oct. 30, 2024

Time: 9AM – 11AM PT

Cost: $158

Open Roundtable Session

This session offers partners a valuable opportunity to connect and exchange ideas and resources. This session is optional for those who wish to join us for an engaging roundtable discussion. Topics will be decided by the participants. This is a LIVE SESSION ONLY.

Date: Nov. 13, 2024

Time: 9AM – 11AM PT

Cost: $128

Risk Mitigation in Public Practice

Our annual risk mitigation session, facilitated with our legal colleague, is a dynamic forum addressing the latest in case law, provincial code of conduct and/or risk management strategies tailored to the issues most pertinent to smaller firms. This is a LIVE SESSION ONLY.

Date: Dec. 4, 2024

Time: 9AM – 11AM PT

Cost: $128

Review Stream Sessions

2024 Accounting Standards Update

In this session we will provide the annual update for ASPE and ASNPO, review common deficiencies noted in practice review and review effective dates of previously issued standards effective this year.

Date: Sept. 18, 2024

Time: 9AM – 11AM PT

Cost: $158

CSQM Quality Management Suite of Standards – Assurance Firms

In this session we will identify the yearly updates necessary for the firm’s risk assessment and firm response documentation, ensuring that the annual monitoring and required remediation are complete.

Date: Oct. 2, 2024

Time: 9AM – 11AM PT

Cost: $178

What’s New and What’s Coming – Assurance

In this session we will highlight areas of focus as we prepared for December 2024 year-ends by highlighting applicable standards updates, PEG template updates and other documentation considerations.

Date: Nov. 20, 2024

Time: 9AM – 11AM PT

Cost: $128

Audit Stream Sessions

Audit Evidence and Sampling

This session tackles the essentials of audit evidence—what constitutes it, the sample required, and the exercise of professional skepticism.

Date: May 30, 2024

Time: 9AM – 11AM PT

Cost: $128

Canadian Audit Standards Update

Join us for our annual review of all new and proposed CAS requirements, and a discussion as to which changes effect you smaller-scale audits.

Date: Oct. 16, 2024

Time: 9AM – 11AM PT

Cost: $158