Annual 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 quality management, risk management and practice management sessions this year hosted by ourselves and our trusted professional colleagues.
Our short, focused sessions will provide you with the information you need to ensure the firm is aware of annual updates for 2023 / 2024 engagements as applicable to a 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 50 hours of CPD and 7 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, unedited recorded sessions will be accessible for 30 days after each session. One verifiable CPD certificate will be issued for each individual registration with related Zoom login.
Discounts are available for multiple attendees from a firm and will be applied upon registration.
How to Register
There are three ways to register for CPD sessions.
- Completed a survey where you will select all the courses of interest and we will process and send an invoice.
- Register online by selecting the courses of interest below or go directly to our online store.
- Download and complete the attached excel spreadsheet providing attendee registration information and courses of interest, email it to bnoonan@clearlineconsulting.ca and we will process and send an invoice.
Sessions are summarized below by topic area. See our Calendar View for all sessions by date.
Accounting
Accounting Standards for Not-for-Profit Organizations – 2023 Update
Get the information you need to effectively communicate to your clients the impacts of the proposed changes to accounting for contributions and consider how your firm will get ready to assist.
Date: Dec. 8, 2023
Time: 9AM – 11AM PT
Cost: $128
Accounting Standards for Private Enterprises – 2023 Update
Join us for a review of the guidance provided in a new exposure draft for related party combinations and common deficiencies noted in the application of the update financial instruments guidance.
Date: Oct. 5, 2023
Time: 9AM – 11AM PT
Cost: $128
Accounting Standards for Private Enterprises – Revenue Recognition
Taking a practical approach, we’ll review the requirements and application guidance for the revised revenue recognition standard and consider applicability and sample documentation by various sectors.
Date: Nov. 2, 2023
Time: 9AM – 11AM PT
Cost: $158
Assurance and Non-Assurance
Canadian Audit Standards Update
Join us for a review of the implementation of CAS 315 and the deficiencies being noted in monitoring and practice review. We will also review new and pending updates to the CAS.
Date: Oct. 13, 2023
Time: 9AM – 11AM PT
Cost: $158
Compilations (CSRS 4200) Common Deficiencies
From common deficiencies to best practices, we’ll provide an update on how implementation went and the practice inspection issues being noted after the first year of adoption.
Date: Sep. 20, 2023
Time: 10AM – 12AM PT
Cost: $128
Quality Management
Quality Management Annual Session – Assurance Firms
As we approach the first annual update deadline of December 14, 2023, we will go over the requirements for the annual assessment of the firm’s quality management system.
Date: Nov. 10, 2023
Time: 9AM – 11AM PT
Cost: $128
CSQM Quality Management Suite of Standards – Non-Assurance Firms
The new quality management standards are effective for non-assurance firms as of December 14, 2023. In this session we will review the requirements and related resources and templates.
Date: Oct. 4, 2023
Time: 10AM -12PM PT
Cost: $158
CPA Canada Professional Resources – PEG and PACT – Assurance Firms
In this session we will highlight updates and changes to the resources published by CPA Canada. This session will assist in determining required template updates.
Date: Dec. 1, 2023
Time: 9AM – 11AM PT
Cost: $128
Taxation and Legislation
Intergenerational Transfers (Bill C-208)
The amendments to Bill C-208 come into effect January 1, 2024. We will highlight those changes and provide considerations in planning and structuring intergenerational transfers of small businesses.
Date: Sep. 22, 2023
Time: 9AM – 11AM PT
Cost: $229
Mandatory Disclosure Rules (Bill C-47)
Reporting requirements are now here for ‘reportable’ and ‘notifiable’ transactions entered into after June 22, 2023. As there are significant penalties for failing to report, it is important to understand what the obligations are.
Date: Sept. 15, 2023
Time: 9AM – 11AM PT
Cost: $229
Trust Reporting (Bill C-32)
Under the revised and current legislation, trust reporting rules will now apply years that end after December 30, 2023. Come and here how these rules impact bare trusts and potentially charities.
Date: Oct. 20, 2023
Time: 9AM – 11AM PT
Cost: $158
What’s New in Tax (Tax Update)
Tax is always changing. Whether it’s changes to tax legislation, important court cases, or CRA technical interpretations, you have to keep on top of how these changes impact you and your clients.
Date: Oct. 26, 2023
Time: 9AM – 11:30AM PT
Cost: $158
Underused Housing Tax Act (UHT)
The CRA provided transitional relief to affected owners for the filing of the Underused Housing Tax with a penalty and interest waiver. However, the filing deadline now looms, November 1, 2023.
Date: Sep. 29, 2023
Time: 9AM – 11AM PT
Cost: $128
SR&ED – Identifying Clients who Qualify and Common Errors
Don’t let another firm up-sell your client’s on SR&ED. Come to our session and join Clearline Consulting’s colleague SRED specialist to identify and/or process SR&ED tax claims.
Date: Oct. 27, 2023
Time: 9AM – 10:30AM PT
Cost: $79
Manager Training
People Management: Doer to Manager (Part I)
The transition from senior to manager in public practice can be difficult. In Part I of the Doer to Manager sessions we will focus on defining the managerial role and expectations in an accounting firm structure.
Date: Sep. 28, 2023
Time: 9AM – 11:30AM PT
Cost: $177
People Management: Doer to Manager (Part II)
Letting go of the file work and focusing on managing people and processes can be difficult. Learn about effective management strategies to help you transition from doer to manager.
Date: Oct. 6, 2023
Time: 9AM – 11:30AM PT
Cost: $177
Staff Training
People Management: Effectiveness of Constructive Feedback
Join us as the team at Upskill Consulting walks us through a power skills session to boost employee retention, effectiveness and overall performance.
Date: Nov. 3, 2023
Time: 9AM – 11AM PT
Cost: $79
Adjusting Journal Entries: The Do’s and Don’ts
In this session, we will go over the do’s and don’ts and a few best practices for adjusting journal entries and delivering them to your clients.
Date: Nov. 9, 2023
Time: 9AM – 10:00AM PT
Cost: $79
Ethics
Anti-Money Laundering – What Firms Need to Know
The anti-money laundering and terrorist financing legislative updates were effective for CPA firms as of June 2022. If you are unaware of these changes and the possible impact on your firm this session is for you.
Date: Nov. 16, 2023
Time: 9AM – 10:30AM PT
Cost: $79
Pay Transparency Act – What Firms Need to Know
The Pay Transparency Act is now law in British Columbia. All employers should be aware of this legislation and how it will impact your recruiting and hiring practices.
Date: Oct. 19, 2023
Time: 9:00 – 10:15 AM PT
Cost: $79