2023 Professional Development Courses
We are deep into the planning stages for creating PD sessions that are tailored to our small and mid-sized colleague firms. See the example below for what we presented for the Fall of 2022. Make sure you sign up for our newsletter to stay up-to-date on when these sessions become available.
If you have any suggestions for sessions that would help you and your firm this coming year, we would be interested in hearing from you.
2022 Professional Development Courses
Clearline Consulting is pleased to offer our Annual Update Sessions again this year. Based on firm feedback we have expanded the tax and other non-assurance related offerings and are pleased to include a number of risk management and practice management sessions this year hosted by our trusted professional colleagues.
Our short, focused sessions will provide you with the information you need to ensure the firm is aware of all applicable annual updates and is set for 2022 / 2023 engagements as applicable to our non-public company small and mid-size client base.
You will find sessions directed at all staffing levels in the firm from first year students to partners with over 30 hours of CPD and 3 hours of ethics content available to choose from. Select the topics that are relevant to your firm, your engagements and your team.
All sessions are presented live over Zoom, recorded sessions are not available at this time. One verifiable CPD certificate will be issued for each individual registration.
Download the 2022 brochure here.
2022 PD Offerings
Accounting Standards for Not-for-Profit Organizations – 2022 Update
From key standards updates to insights on compilation engagements, this session will provide not-for-profits with practical guidance on the latest ASNPO standards changes.
Date: Oct. 20, 2022
Time: 11:00 – 1:00PM PT
Cost: $120
ASNPO: Accounting Standards for Private Enterprises – 2022 Update
The 2022 ASPE update will focus on the new revenue recognition standard, and will also include brief reminders, common deficiencies, and new and updated standards changes to be aware of.
Date: Oct. 20, 2022
Time: 8:30 – 10:30AM PT
Cost: $150
Audit: Audit Procedures Using Excel and ActiveData
In this session we will show you how efficient analytics and exception testing can be performed in excel. Go from excel general ledgers to review analysis or detail audit testing in a matter of minutes.
Dates: Nov. 24, 2022
Time: 9:00 – 11:00AM PT
Cost: $120
Building Accountability: Creating High-Performing Teams
Join us as the team at Upskill Consulting walks through how to identify the core traits of a high-performing team, and reviews strategies to boost accountability and bring teams together.
Dates: Nov. 17, 2022
Time: 9:00 – 10:30AM PT
Cost: $67.50
Audit: Canadian Audit Standards (CAS 315)
Through practical summaries and examples, gain an understanding of the areas of audit planning that will need to be either implemented or updated to meet compliance with CAS 315.
Dates: Nov. 3, 2022
Time: 8:30 – 11:30AM PT
Cost: $180
Audit: Canadian Audit Standards (Everything Other than CAS 315)
Stay up to date with all incoming CAS requirements, identify when the requirements would be applicable, and learn how best to practically apply them to small audit engagements.
Dates: Nov. 3, 2022
Time: 12:30 – 2:30PM PT
Cost: $120
Creating a Coaching Culture: How to be a Better Mentor
Join us as the team at Upskill Consulting walks us through ideas and examples of how to engage with team members and become a stronger mentor or mentee.
Dates: Oct. 6, 2022
Time: 9:00 – 10:30AM PT
Cost: $67.50
Compilations: CSRS 4200 Implementation Update
A walkthrough of the execution of a compilation engagement under the new CSRS 4200 standards, covering common deficiencies and best practices.
Dates: Sept. 22, Nov. 7, 2022
Time: 10:00 – 12:00AM PT
Cost: $120
CSQM Quality Management Suite of Standards
Discover the resources available through your Quality Management Guide subscription, including an overview of key forms and templates.
Dates: Sept. 23, Nov. 10, 2022
Time: 8:30 – 11:30AM PT
Cost: $180
Ethics: Professional Code of Conduct Refresher for Small to Mid-Size Firms
This session assists firms in meeting the CSQM 1 communication requirements to ensure all staff are informed of the applicable CPA Code of Conduct related to engagement performance.
Dates: Dec. 9, 2022
Time: 8:45AM – 12:00PM PT
Cost: $75 per participant or $1,000 per firm
Practice Management: Legal Considerations in a Post-COVID Environment
Jay Spiro of Spraggs Law will highlight HR-related legislative changes that may impact CPA firms, as well as firm policies and procedures for a post-COVID environment.
Dates: Nov. 17, 2022
Time: 11:00 – 12:30PM PT
Cost: $67.50
Practice Management: Legal Issues Arising from Performance Management
Uncover the fundamentals of the employee/employer relationship from a legal perspective, as presented by Jay Spiro of Spraggs Law.
Dates: Dec. 1, 2022
Time: 9:00 – 11:00AM PT
Cost: $90
Risk Management: Defensive Tax Practices
Did you know that over 60% of successful claims are tax related? Join Lorne Kotler of Kornfeld LLP as he walks through best practices in how to protect firms from tax claims.
Dates: Oct. 27, 2022
Time: 11:30 – 1:30PM PT
Cost: $120
Tax: Current Flavour for Planning (Tax Planning)
What is new in the tax planning world? Join us as we review the more popular aspects of tax planning that we are carrying out for our clients.
Dates: Oct. 27, 2022
Time: 8:30 – 11:00AM PT
Cost: $150
Tax: Small Business Deduction
This seminar will review the association rules, the various grinds to the Small Business Deduction (SBD), and the Specified Corporate Income (SCI) rules.
Dates: Oct. 13, 2022
Time: 11:30 – 1:30PM PT
Cost: $120
Tax: T2 Preparation Training
Join us as we go schedule by schedule talking about the important and obscure items on how to properly complete a T2 return and what to look out for.
Dates: Sept. 22, 2022
Time: 12:30 – 3:30PM PT
Cost: $180
Tax: What’s New in Tax (Corporate Update)
From changes to tax legislation to recent court cases to CRA technical interpretations, join us as we review the last year of important tax changes.
Dates: Oct. 13, 2022
Time: 8:30 – 11:00AM PT
Cost: $150