Annual Professional Development Courses
Clearline Consulting is pleased to announce that we will be offering our Annual Update Sessions again this year. We will be finalizing our session offerings before July 2024 for your firm PD considerations.
Our Partner PD Series has already launched with the first session scheduled for May 16th, 2024. If you are a partner or senior in charge of client engagements and communications, these sessions are dedicated to you.
Many of our 2023 CPD sessions remain relevant if you missed your accounting and assurance updates last year. Unfortunately, many of the UHT and Trust sessions are now less relevant given deferrals, postponements, changes in legislation or CRA notifications. Below are the 2023 sessions we have retained. Upon purchase you will receive a link to the recording of the Live session and material.
2023 Sessions Completed – Recordings Available
We thank you all for joining us for our live sessions throughout 2023. If you missed our live sessions, we have made available a number of the recordings. At this time here is no verification of CPD is provided for the recorded sessions, you will need to track your CPD hours internally.
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: $128
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: $128
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: $128
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: $128
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: $128
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: $128
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
Staff Training
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