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Professional Development 2017-2018 Program

CPA Manitoba Professional Development 2017-2018 Program · The CPA Career Network is the exclusive online portal for connecting more than 9,000 members, candidates and students with

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Professional Development

2017-2018 Program

1 PROFESSIONAL DEVELOPMENT PROGRAM

3 SEMINARS BY COMPETENCY

2 SEMINARS BY DATE

4IN HOUSETRAINING

3 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

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ION 1 PROFESSIONAL DEVELOPMENT PROGRAM

Seminar TimesUnless otherwise noted on the calendar and course description, seminar times are as follows:

Morning seminars: 8:30 am – 12:00 pmAfternoon seminars: 1:00 pm – 4:30 pmFull-day seminars: 8:30 am – 4:30 pmDoors open at 8:00 am for morning seminars.

Seminar LocationCPA Manitoba1675-One Lombard Place (16th floor Richardson Building)

PassportsPD passports are a savings program for members and other professionals interested in taking multiple seminars through our PD program. The passports can be used with any combination of full-day, half-day and two-day seminars including in-class, live broadcast and on demand. Conferences are not passport eligible.

Passports are valid until March 31, 2018.

Personal PassportA personal passport offers the convenience and flexibility of five seminar days. The personal passport is non-transferable. Only the passport holder may use it.

Corporate PassportThe corporate passport provides you and others in your organization with nine seminar days. The corporate passport is transferable to staff within your organization.

Mini PassportFor members who are exempt from paying fees or who are paying reduced fees.The mini passport provides you with three seminar days. The mini passport is non-transferable. Only the passport holder may use it.

SEMINAR INFORMATION

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Passport Pricing

Personal Passport (5 full-days)

Member $1,100Non-Member $1,400

Corporate Passport (9 full-days) $2,475

Mini Passport(3 full-days) Member $495

Individual Pricing(unless otherwise noted in the course description) Member Non-Member

Half-day Seminar $225 $275

Full-day Seminar $375 $475

Two-day Seminar $550 $675

FEE SCHEDULE

Hire a CPA or future CPA todayCPA Manitoba Career Network

CPAmb.ca/careernetwork

The CPA Career Network is the exclusive online portal for connecting more than 9,000 members, candidates and students with business and accounting related employment opportunities in Manitoba.

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How to Purchase a Personal or Mini Passport & Register for SeminarsLogin as a member at CPAmb.ca/login and select the PD Passport tab to purchase your personal or mini passport. Once you have purchased your passport, select the PD & Events tab to view and register for seminars.

How to Create a Corporate Passport Administrator AccountThe Corporate Passport Administrator Form is accessible at CPAmb.ca/passports. Please send the completed form to [email protected]. Once received, we will create a profile for the passport administrator and provide login details.

How to Purchase a Corporate Passport & Register for SeminarsLogin using your passport administrator account at CPAmb.ca/login and select the PD Passport tab to purchase your corporate passport. Once your passport purchase is complete and the payment has been processed, select the PD & Events tab to view and register for seminars.

How to Register and Pay for Individual SeminarsLogin as a member at CPAmb.ca/login and select the PD & Events tab to view a listing of seminars. To register for a seminar, make your selection, add them to your cart and proceed to the checkout.

Registration InformationWe encourage you to register early to secure your spot. This minimizes the risk of seminar cancellation due to low enrollment. The registration deadline is seven calendar days prior to the seminar date unless otherwise noted.

Seminar Delivery FormatsIn-class In-class seminars are held at the CPA Manitoba office.

On DemandOn Demand seminars include:• Pre-recorded sessions that are available for a limited time after registration.• Technical modules - participants are provided seminar materials as well as a range of online

interactive learning activities. Participants also have the opportunity to share ideas or pose questions to other participants and an expert seminar facilitator. These are available for a two month period.

• Online learning opportunities offered through our affiliates.

Live Broadcast Live broadcast seminars are delivered in real time and are conveniently accessed online. Participants watch the seminar leader while the PowerPoint presentation is on their screen. This format also includes a live chat option that allows participants to submit questions.

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CPD ReportingCPA Manitoba will automatically update the CPD hours for members who sign in and attend the seminars held in the CPA Learning Centre. If you were unable to attend an entire seminar or feel that the seminar was not applicable to your verifiable reporting requirements, please login to our website and adjust your hours accordingly.

Members should update their own CPD hours for On Demand and Live Broadcast seminars.Please visit the CPD Requirements page on our website if you require further information about reporting CPD.

Registration InformationRegistrations are processed on a first-come, first-served basis; walk-ins are not permitted. Course confirmations advising of the time and location will be sent by email.

Please ensure that your member profile is up to date on the CPA Manitoba website and includes your preferred email address.

Participant Cancellations and TransfersIf you must cancel or transfer a seminar registration, please submit your request by email [email protected]. Telephone notifications are not accepted.

In Class and On Demand SeminarsCancellations/transfers received at least seven calendar days prior to the seminar date will result in a full refund. Cancellations received less than seven calendar days but more than two business days prior to the seminar date are subject to an administration fee of $50. Registrants who do not attend and do not notify CPA Manitoba at least two business days prior to the seminar date will not receive a refund or credit. For PD passport holders, this will result in forfeiture of the portion of the PD passport used to register for the seminar.

Live Broadcast SeminarsCancellations/transfers will not be accepted within 14 calendar days of the seminar. Refunds or credits will not be issued and PD passport credits will be forfeited.

Replacement RegistrantsNon-passport registrants who find it impossible to attend a seminar may send a replacement. CPA Manitoba should be advised of any changes prior to the seminar date.

Corporate passport registrations are transferable to staff within the organization. CPA Manitoba should be advised of any changes prior to the seminar date.

7 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

Cancellation of Seminars by CPA ManitobaSeminars may be postponed or cancelled due to insufficient enrollment. Our liability will be limited to a refund of the registration fee. In the case of a PD passport registration, our liability will be limited to restoring the PD passport day used to register for the seminar. Under no circumstances will the PD passport fee itself be refunded, credited or carried forward.

Registrants will be notified by email one week prior to the seminar date if a seminar is cancelled. Members are urged to register early to ensure adequate enrollment.

Seminar Leader SubstitutionIn the event of a last minute scheduling problem, we reserve the right to substitute a fully qualified speaker who is not listed in the seminar description.

Wait ListThe maximum number of participants allowed in a seminar is dependent on the type of presentation and delivery format set by the instructor. A wait list is available if a seminar is full.

MealsUnless otherwise stated, lunch and coffee breaks are provided at full-day seminars. Coffee breaks (not lunch) are provided for half-day seminars.

If you have allergies or special meal considerations, please let us know at least two weeks prior to the seminar by emailing the Professional Development Coordinator at [email protected].

Accommodations at the Fairmont HotelContact the Corporate Reservations Representative, Parth Bhambri, at 204 985.6240 to receive the CPA Manitoba preferred room rate.

How to Register for On Demand and Live Broadcast Seminars

Members 1. Login at CPAmb.ca/login 2. Visit the PD & Events tab to view a listing of seminars 3. Select the seminar(s) of interest, add to cart and checkout 4. Instructions will be emailed to you along with the link to the seminar website, your login ID and

password (this will be sent a few days before the start date) 5. Click on the link and enter your ID and password when prompted

Non-Members 1. View a listing of seminars at CPAmb.ca/events 2. Select the seminar(s) of interest, add to cart and checkout 3. You will be prompted to enter your contact information 4. Instructions will be emailed to you along with the link to the seminar website, and your login ID

and password (this will be sent a few days before the start date) 5. Click on the link and enter your ID and password when prompted

Note: CPD hours for these seminars must be recorded by the member.

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LegendIn-Class

On Demand

Live Broadcast

OctoberAccounting Update for Private Enterprises and Not-for Profit Organizations October 2 to March 30

Behavioural Finance Fundamentals October 2 to March 30

Financial Modeling Fundamentals October 2 to March 30

Financial Modeling Using VBA October 2 to March 30

Math for Corporate Finance October 2 to March 30

Rolling 12-Month Cash Flow Forecast October 2 to March 30

Sensitivity Analysis for Financial Modeling October 2 to March 30

Working Effectively from Anywhere Tuesday, October 03

PDF Forms - Retire the Typewriter Thursday, October 05

FREE Email… Think Before You Hit Send Tuesday, October 10

ASPE - A Survey of Standards October 10 to December 31

Audit - A Survey of Standards October 10 to December 31

IFRS - A Survey of Standards October 10 to December 31

Income Tax Refresher - Corporate October 10 to December 31

Income Tax Planning Refresher - Personal October 10 to December 31

NFPO - A Survey of Standards October 10 to December 31

FREE Increasing Mindfulness Wednesday, October 11

FREE Ten Tips for a Successful Mentor - Mentee Relationship Thursday, October 12

Critical Tips for Avoiding Identity Theft Friday, October 13

Negotiation Essentials Part 1 – Strategies for Success Monday, October 16

Negotiation Essentials Part 1 and Part 2 Monday, October 16

Negotiation Essentials Part 2 – Mastering Challenges Tuesday, October 17

Writing and Editing Skills - Advanced Techniques Wednesday, October 18

Big Data - An Introduction for Non-Technical People Thursday, October 19

Predictive Analytics - An Introduction for Non-Technical People Thursday, October 19

Section 85 - Transfer of Property Thursday, October 19

Excel - Advanced Topics Thursday, October 19

All About Annuities for Retirement Cash Flow Friday, October 20

Essential Personal Insurance Strategies for a Lifetime Friday, October 20

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8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

NovemberS M T W T F S

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12 13 14 15 16 17 18

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On Demand

Live Broadcast

October 2017Word - Advanced Topics Friday, October 20

The Impact of Family Law on Commercial Transactions & Succession Planning Friday, October 20

Advanced Excel Reporting - Best Practices, Tools & Techniques Monday, October 23

Excel Macros Demystified Monday, October 23

Advanced Data Magic with Excel Tuesday, October 24

Income Tax Issues Dealing with Real Estate Wednesday, October 25

Managing Risk in Your Tax Practice Thursday, October 26

FREE RST - The Basics, the Complex and Common Audit Issues Thursday, October 26

Business Valuations - The Basics Friday, October 27

9 to Fine© - Developing Whole-Life Balance Monday, October 30

IFRS - Update 2017 Monday, October 30

Leadership - Insights for Thinking Differently Tuesday, October 31

November 2017IFRS - Update 2017 November 1 to March 30

NFPO - Disclosure and Presentation - From Standards to Words Wednesday, November 01

Power Up PowerPoint Thursday, November 02

Audit - Applying Audit Standards to a Small Entity Thursday, November 02

Taxation of Employee Benefits Friday, November 03

Tax Considerations for the Agriculture Sector Friday, November 03

GST/HST - Preparing for an Audit Monday, November 06

Review Engagements - Practical Application of CSRE 2400 Monday, November 06

ASPE – Disclosure and Presentation – From Standards to Words Tuesday, November 07

Quality Control Manual for Public Practitioners Wednesday, November 08

Assurance and Professional Practice Update Wednesday, November 08

Getting a GRIP on RDTOH, CDA and other Tax Accounts Thursday, November 09

Income Tax Update 2017 Friday, November 10

Excel Techniques for Detecting and Preventing Fraud Monday, November 13

Beyond Traditional Budgeting Tuesday, November 14

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Live Broadcast

November 2017IFRS - Update 2017 November 1 to March 30

Driving Projects to Success Wednesday, November 15

Financial Modeling in Excel Thursday, November 16

Everyday Income Tax Issues for the General Practitioner Friday, November 17

Due Diligence for Acquisitions Friday, November 17

Strategy Based Analytics Monday, November 20

OKRs - Objectives and Key Results to Drive Business Performance Tuesday, November 21

Tax for Controllers (9:00 am start) November 22 & 23

Creating Positive Energy™- The Science of Wellbeing Thursday, November 23

Performance Reviews - How to Master the Process Friday, November 24

Innovation - From Creativity to Delivery Friday, November 24

People Skills for Effective Leadership Monday, November 27

Corporate Treasury Management Monday, November 27

Internal Control Refresher for Financial Managers Tuesday, November 28

Social Media in the Workplace Wednesday, November 29

Top Ten Employment and Labour Issues Wednesday, November 29

Improving Financial Performance for Controllers and CFOs Wednesday, November 29

A Re-Introduction to Internal Audit Thursday, November 30

Strategy and Risk Management for Financial Managers Thursday, November 30

JanuaryS M T W T F S

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

OctoberS M T W T F S

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8 9 10 11 12 13 14

15 16 17 18 19 20 21

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29 30 31

NovemberS M T W T F S

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DecemberS M T W T F S

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December 2017Income Taxation of Portfolio Investments Friday, December 01

Tax Issues in Shutting Down a Business Friday, December 01

Audit Engagements - File Review Monday, December 04

Audit - Risk Related to Fraud (CAS 240) Monday, December 04

Assurance and Professional Practice Update Tuesday, December 05

Compilation Engagements - Experienced Practitioners Tuesday, December 05

Tax Planning for Private Enterprises on Business Succession Wednesday, December 06

Audit - Applying Audit Standards to a Small Entity Thursday, December 07

Corporate Reorganizations Thursday, December 07

Motivation and Teamwork Friday, December 08

Tax Issues in Starting a Business Friday, December 08

Income Tax Update 2017 Friday, December 08

Situational Leadership - Adjusting Your Leadership Style to the Situation Monday, December 11

Harness the Power of Array Formulas Tuesday, December 12

Sustaining Strategic Initiatives, Maintaining Employee Focus and Managing Culture Tuesday, December 12

Law for Accountants - Practical Concepts Wednesday, December 13

The Sustainability Scorecard Wednesday, December 13

Financing Strategies Wednesday, December 13

Proactive Interpersonal Management Skills Thursday, December 14

PSAB - The Basics Thursday, December 14

Fraud Risk Management Principles & Practices - An Integrated Approach Friday, December 15

Effective Costing & Profitability Management Monday, December 18

Excel Data Combination and Consolidation Tuesday, December 19

Excel Data Combination and Consolidation Tuesday, December 19

Finance & Treasury for Accountants - The Business Side Wednesday, December 20

JanuaryS M T W T F S

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

FebruaryS M T W T F S

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25 26 27 28

NovemberS M T W T F S

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DecemberS M T W T F S

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January 2018Tax Issues in Shutting Down a Business January 1 to March 30

Tax Issues in Starting a Business January 1 to March 30

FREE High Frequency Professional Negligence Claims and Risk Management Monday, January 08

Estate Matters and Testamentary Trusts, Including Charitable Giving Monday, January 08

Taxation of Domestic Trusts - Basic Wednesday, January 10

FREE Navigating the Murky Waters of Mental Health Issues in the Workplace Thursday, January 11

Tax Issues for Private Corporate Groups Friday, January 12

Restructuring Private Corporate Groups Friday, January 12

How to Research and Document the Conclusion of an Accounting Issue Monday, January 15

Income Tax Planning Refresher - Corporate Tax (9:00 am start) January 15 & 16

ASPE - A Survey of Standards January 15 to March 16

Audit - A Survey of Standards January 15 to March 16

IFRS - A Survey of Standards January 15 to March 16

Income Tax Planning Refresher - Corporate January 15 to March 16

Income Tax Planning Refresher - Personal January 15 to March 16

NFPO - A Survey of Standards January 15 to March 16

NFPO & Registered Charities - Accounting & Taxation Issues Tuesday, January 16

Income Tax Planning Refresher - Corporate Tax (9:00 am start) January 15 & 16

Advanced Tax Planning Strategies Wednesday, January 17

Audit - A Survey of Standards with Practical Application January 17 & 18

Catching Up - 5 Years of Income Tax Developments Thursday, January 18

Income Tax Update 2017 Friday, January 19

RIP - Estate Planning to Minimize Tax Leakage Monday, January 22

Review Engagements – Practical Application of CSRE 2400 Monday, January 22

What CFO’s, Controllers and Bookkeepers should know about the New Review Engagement Standard

Tuesday, January 23

JanuaryS M T W T F S

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

FebruaryS M T W T F S

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11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28

NovemberS M T W T F S

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DecemberS M T W T F S

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January 2018Building Personal Resilience Tuesday, January 23

Business Valuations - Beyond the Basics Wednesday, January 24

Excel PivotTables for Accountants - Part I Wednesday, January 24

GST – Beyond the Basics Thursday, January 25

GST Issues for the Non-Profit Sector Friday, January 26

Planning and Managing Your Team’s Technology Monday, January 29

Tech Tools and Gadgets for a More Efficient You Monday, January 29

Scientific Research & Experimental Development Tax Credits Tuesday, January 30

Small Business Internal Controls, Security & Fraud Prevention & Detection Tuesday, January 30

Word, Outlook and PowerPoint Wednesday, January 31

Securing Your Data - Practical Tools for Protecting Information Wednesday, January 31

Office 2016 or Office 365 - Make the Right Decision Wednesday, January 31

February 2018PSAB - Beyond the Basics Thursday, February 01

Adobe Acrobat DC - Big Changes for PDF Thursday, February 01

Technology Update Thursday, February 01

Income Tax Hot Topics Friday, February 02

US Taxation – What Can We Expect? Friday, February 02

Everyday Income Tax Issues for the General Practitioner Monday, February 05

Assurance and Professional Practice Update Tuesday, February 06

Review Engagements - File Review Tuesday, February 06

Detecting and Preventing Spreadsheet Errors Tuesday, February 06

Tax Returns - Corporate Wednesday, February 07

Tax Returns - Personal Thursday, February 08

Income Tax Update 2017 Friday, February 09

JanuaryS M T W T F S

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

FebruaryS M T W T F S

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MarchS M T W T F S

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DecemberS M T W T F S

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February 2018RIP - Tax Compliance Matters Related to Terminal Filing Preparation Tuesday, February 13

Purchase and Sale of a Business - Income Tax & Related Issues Thursday, February 15

Create Stunning Dashboards with Power BI Desktop Thursday, February 15

Excel PivotTables for Accountants - Part II Thursday, February 15

RIP - Estate and Testamentary Trust Returns Friday, February 16

Conflict Resolution Skills Tuesday, February 20

Array Formulas - Exceptional Power at Your Finger Tips Tuesday, February 20

ASPE - A Comparison to IFRS Wednesday, February 21

Advanced PivotTables Including PowerPivot Thursday, February 22

Excel-Based Business Intelligence Tools Thursday, February 22

Excel Financial Reporting and Analysis Friday, February 23

Facilitation Skills, Tools and Strategies Monday, February 26

Decision Making Techniques, Tools and Strategies Tuesday, February 27

Preparing a Successful Business Case Workshop Wednesday, February 28

March 2018Mental Health First Aid Monday, March 05

Integrating Excel with Word and PowerPoint Tuesday, March 06

Taxation of Domestic Trusts - Advanced Monday, March 12

Difficult Conversations Monday, March 12

Management Accounting Refresher Tuesday, March 13

Presence: The “YOU” Who Enters the Room Thursday, March 15

The Art of Writing Effective Reports Friday, March 16

Controllership - A “Partner” for Business Day 1 – Operational Management Tuesday, March 20

Controllership - A “Partner” for Business Day 1 and Day 2 Tuesday, March 20

Controllership - A “Partner” for Business Day 2 – Strategic Leadership Wednesday, March 21

Review Engagements – Practical Application of the New CSRE 2400 Monday, March 12

JanuaryS M T W T F S

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

FebruaryS M T W T F S

1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28

MarchS M T W T F S

1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

AprilS M T W T F S

1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

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On Demand

Live Broadcast

Corporate FinanceFinancial Modeling Fundamentals October 2 to March 30

Financial Modeling Using VBA October 2 to March 30

Math for Corporate Finance October 2 to March 30

Rolling 12-Month Cash Flow Forecast October 2 to March 30

Sensitivity Analysis for Financial Modeling October 2 to March 30

Business Valuations - The Basics Friday, October 27

Financial Modeling in Excel Thursday, November 16

Due Diligence for Acquisitions Friday, November 17

Corporate Treasury Management Monday, November 27

Financing Strategies Wednesday, December 13

Finance & Treasury for Accountants - The Business Side Wednesday, December 20

Business Valuations - Beyond the Basics Wednesday, January 24

Financial Reporting, Assurance and Public Accounting ASPE - A Survey of Standards October 10 to December 31

Audit - A Survey of Standards October 10 to December 31

IFRS - A Survey of Standards October 10 to December 31

NFPO - A Survey of Standards October 10 to December 31

IFRS - Update 2017 Monday, October 30

NFPO - Disclosure and Presentation - From Standards to Words Wednesday, November 01

Audit - Applying Audit Standards to a Small Entity Thursday, November 02

Review Engagements - Practical Application of CSRE 2400 Monday, November 06

ASPE – Disclosure and Presentation – From Standards to Words Tuesday, November 07

Quality Control Manual for Public Practitioners Wednesday, November 08

Assurance and Professional Practice Update Wednesday, November 08

A Re-Introduction to Internal Audit Thursday, November 30

Accounting Update for Private Enterprises and Not-for Profit Organizations October 2 to March 30

IFRS - Update 2017 November 1 to March 30

Audit Engagements - File Review Monday, December 04

Audit - Risk Related to Fraud (CAS 240) Monday, December 04

Assurance and Professional Practice Update Tuesday, December 05

Compilation Engagements - Experienced Practitioners Tuesday, December 05

Audit - Applying Audit Standards to a Small Entity Thursday, December 07

PSAB - The Basics Thursday, December 14

Fraud Risk Management Principles & Practices - An Integrated Approach Friday, December 15

ASPE - A Survey of Standards January 15 to March 16

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Financial Reporting, Assurance and Public Accounting Audit - A Survey of Standards January 15 to March 16

IFRS - A Survey of Standards January 15 to March 16

NFPO - A Survey of Standards January 15 to March 16

FREE High Frequency Professional Negligence Claims and Risk Management Monday, January 08

How to Research and Document the Conclusion of an Accounting Issue Monday, January 15

NFPO & Registered Charities - Accounting & Taxation Issues Tuesday, January 16

Audit - A Survey of Standards with Practical Application January 17 & 18

Review Engagements – Practical Application of CSRE 2400 Monday, January 22

What CFO’s, Controllers and Bookkeepers should know about the New Review

Engagement Standard Tuesday, January 23

PSAB - Beyond the Basics Thursday, February 01

Assurance and Professional Practice Update Tuesday, February 06

Review Engagements - File Review Tuesday, February 06

ASPE - A Comparison to IFRS Wednesday, February 21

Review Engagements – Practical Application of the New CSRE 2400 Monday, March 12

Information TechnologyFinancial Modeling Fundamentals October 2 to March 30

Financial Modeling Using VBA October 2 to March 30

Working Effectively from Anywhere Tuesday, October 03

PDF Forms - Retire the Typewriter Thursday, October 05

Critical Tips for Avoiding Identity Theft Friday, October 13

Excel - Advanced Topics Thursday, October 19

Word - Advanced Topics Friday, October 20

Advanced Excel Reporting - Best Practices, Tools & Techniques Monday, October 23

Excel Macros Demystified Monday, October 23

Advanced Data Magic with Excel Tuesday, October 24

Power Up PowerPoint Thursday, November 02

Excel Techniques for Detecting and Preventing Fraud Monday, November 13

Financial Modeling in Excel Thursday, November 16

Harness the Power of Array Formulas Tuesday, December 12

Excel Data Combination and Consolidation Tuesday, December 19

Excel PivotTables for Accountants - Part I Wednesday, January 24

Planning and Managing Your Team’s Technology Monday, January 29

Tech Tools and Gadgets for a More Efficient You Monday, January 29

Small Business Internal Controls, Security & Fraud Prevention & Detection Tuesday, January 30

Word, Outlook and PowerPoint Wednesday, January 31

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On Demand

Live Broadcast

Information TechnologyAdvanced PivotTables Including PowerPivot Thursday, February 22

Excel-Based Business Intelligence Tools Thursday, February 22

Excel Financial Reporting and Analysis Friday, February 23

Office 2016 or Office 365 - Make the Right Decision Wednesday, January 31

Adobe Acrobat DC - Big Changes for PDF Thursday, February 1

Technology Update Thursday, February 1

Detecting and Preventing Spreadsheet Errors Tuesday, February 6

Create Stunning Dashboards with Power BI Desktop Thursday, February 15

Excel PivotTables for Accountants - Part II Thursday, February 15

Array Formulas - Exceptional Power at Your Finger Tips Tuesday, February 20

Integrating Excel with Word and PowerPoint Tuesday, March 6

Management Accounting, Strategy and GovernanceFinancial Modeling Fundamentals October 2 to March 30

Financial Modeling Using VBA October 2 to March 30

Rolling 12-Month Cash Flow Forecast October 2 to March 30

Sensitivity Analysis for Financial Modeling October 2 to March 30

Big Data - An Introduction for Non-Technical People Thursday, October 19

Predictive Analytics - An Introduction for Non-Technical People Thursday, October 19

Beyond Traditional Budgeting Tuesday, November 14

Driving Projects to Success Wednesday, November 15

Financial Modeling in Excel Thursday, November 16

Strategy Based Analytics Monday, November 20

OKRs - Objectives and Key Results to Drive Business Performance Tuesday, November 21

Internal Control Refresher for Financial Managers Tuesday, November 28

Social Media in the Workplace Wednesday, November 29

Top Ten Employment and Labour Issues Wednesday, November 29

Improving Financial Performance for Controllers and CFOs Wednesday, November 29

A Re-Introduction to Internal Audit Thursday, November 30

Strategy and Risk Management for Financial Managers Thursday, November 30

Sustaining Strategic Initiatives, Maintaining Employee Focus and Managing Culture Tuesday, December 12

Law for Accountants - Practical Concepts Wednesday, December 13

The Sustainability Scorecard Wednesday, December 13

Effective Costing & Profitability Management Monday, December 18

Advanced Financial Statement Analysis Tuesday, December 19

Finance & Treasury for Accountants - The Business Side Wednesday, December 20

Small Business Internal Controls, Security & Fraud Prevention & Detection Tuesday, January 30

18 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

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Management Accounting, Strategy and GovernanceSecuring Your Data - Practical Tools for Protecting Information Wednesday, January 31

Facilitation Skills, Tools and Strategies Monday, February 26

Decision Making Techniques, Tools and Strategies Tuesday, February 27

Preparing a Successful Business Case Workshop Wednesday, February 28

Management Accounting Refresher Tuesday, March 13

Controllership - A “Partner” for Business Day 1 – Operational Management Tuesday, March 20

Controllership - A “Partner” for Business Day 1 and Day 2 Tuesday, March 20

Controllership - A “Partner” for Business Day 2 – Strategic Leadership Wednesday, March 21

Professional & Leadership SkillsFREE Email… Think Before You Hit Send Tuesday, October 10

FREE Increasing Mindfulness Wednesday, October 11

FREE Ten Tips for a Successful Mentor - Mentee Relationship Thursday, October 12

Negotiation Essentials Part 1 – Strategies for Success Monday, October 16

Negotiation Essentials Part 1 and Part 2 Monday, October 16

Negotiation Essentials Part 2 – Mastering Challenges Tuesday, October 17

Writing and Editing Skills - Advanced Techniques Wednesday, October 18

Big Data - An Introduction for Non-Technical People Thursday, October 19

9 to Fine© - Developing Whole-Life Balance Monday, October 30

Leadership - Insights for Thinking Differently Tuesday, October 31

Creating Positive Energy™- The Science of Wellbeing Thursday, November 23

Performance Reviews - How to Master the Process Friday, November 24

Innovation - From Creativity to Delivery Friday, November 24

People Skills for Effective Leadership Monday, November 27

Social Media in the Workplace Wednesday, November 29

Top Ten Employment and Labour Issues Wednesday, November 29

A Re-Introduction to Internal Audit Thursday, November 30

Motivation and Teamwork Friday, December 08

Situational Leadership - Adjusting Your Leadership Style to the Situation Monday, December 11

Law for Accountants - Practical Concepts Wednesday, December 13

Proactive Interpersonal Management Skills Thursday, December 14

FREE Navigating the Murky Waters of Mental Health Issues in the Workplace Thursday, January 11

Building Personal Resilience Tuesday, January 23

Conflict Resolution Skills Tuesday, February 20

Facilitation Skills, Tools and Strategies Monday, February 26

Decision Making Techniques, Tools and Strategies Tuesday, February 27

19 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

SEMINARS BY COMPETENCYS

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On Demand

Live Broadcast

Professional & Leadership SkillsMental Health First Aid March 5 & 6

Difficult Conversations Monday, March 12

Presence: The “YOU” Who Enters the Room Thursday, March 15

The Art of Writing Effective Reports Friday, March 16

Controllership - A “Partner” for Business Day 1 – Operational Management Tuesday, March 20

Controllership - A “Partner” for Business Day 1 and Day 2 Tuesday, March 20

Controllership - A “Partner” for Business Day 2 – Strategic Leadership Wednesday, March 21

TaxationIncome Tax Refresher - Corporate October 10 to December 31

Income Tax Planning Refresher - Personal October 10 to December 31

Section 85 - Transfer of Property Thursday, October 19

The Impact of Family Law on Commercial Transactions & Succession Planning Friday, October 20

Income Tax Issues Dealing with Real Estate Wednesday, October 25

Managing Risk in Your Tax Practice Thursday, October 26

FREE RST - The Basics, the Complex and Common Audit Issues Thursday, October 26

Taxation of Employee Benefits Friday, November 03

Tax Considerations for the Agriculture Sector Friday, November 03

GST/HST - Preparing for an Audit Monday, November 06

Getting a GRIP on RDTOH, CDA and other Tax Accounts Thursday, November 09

Income Tax Update 2017 Friday, November 10

Everyday Income Tax Issues for the General Practitioner Friday, November 17

Tax for Controllers (9:00 am start) November 22 & 23

Tax Issues in Shutting Down a Business January 1 to March 30

Tax Issues in Starting a Business January 1 to March 30

Income Taxation of Portfolio Investments Friday, December 01

Tax Issues in Shutting Down a Business Friday, December 01

Tax Planning for Private Enterprises on Business Succession Wednesday, December 06

Corporate Reorganizations Thursday, December 07

Tax Issues in Starting a Business Friday, December 08

Income Tax Update 2017 Friday, December 08

Law for Accountants - Practical Concepts Wednesday, December 13

Income Tax Planning Refresher - Corporate January 15 to March 16

Income Tax Planning Refresher - Personal January 15 to March 16

Estate Matters and Testamentary Trusts, Including Charitable Giving Monday, January 08

Taxation of Domestic Trusts - Basic Wednesday, January 10

20 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

SEMINARS BY COMPETENCYS

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N3LegendIn-Class

On Demand

Live Broadcast

TaxationTax Issues for Private Corporate Groups Friday, January 12

Restructuring Private Corporate Groups Friday, January 12

Income Tax Planning Refresher - Corporate Tax (9:00 am start) January 15 & 16

Advanced Tax Planning Strategies Wednesday, January 17

Catching Up - 5 Years of Income Tax Developments Thursday, January 18

Income Tax Update 2017 Friday, January 19

RIP - Estate Planning to Minimize Tax Leakage Monday, January 22

GST – Beyond the Basics Thursday, January 25

GST Issues for the Non-Profit Sector Friday, January 26

Scientific Research & Experimental Development Tax Credits Tuesday, January 30

Income Tax Hot Topics Friday, February 02

US Taxation – What Can We Expect? Friday, February 02

Everyday Income Tax Issues for the General Practitioner Monday, February 05

Tax Returns - Corporate Wednesday, February 07

Tax Returns - Personal Thursday, February 08

Income Tax Update 2017 Friday, February 09

Taxation of Domestic Trusts - Advanced Monday, February 12

RIP - Tax Compliance Matters Related to Terminal Filing Preparation Tuesday, February 13

Purchase and Sale of a Business - Income Tax & Related Issues Thursday, February 15

RIP - Estate and Testamentary Trust Returns Friday, February 16

Taxation of Domestic Trusts - Advanced Monday, February 12

Wealth Management Behavioural Finance Fundamentals October 2 to March 30

All About Annuities for Retirement Cash Flow Friday, October 20

Essential Personal Insurance Strategies for a Lifetime Friday, October 20

21 CHARTERED PROFESSIONAL ACCOUNTANTS OF MANITOBA

IN HOUSE TRAINING S

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N4In-House Presentations and Acquisition of In-House Rights It may be more practical and/or economical for your organization to offer seminars on an in-house basis.

Some advantages of such presentations are: • Cost effective, flexible and convenient • Opportunity for frank discussions about how matters will be treated in-house • Team-building through discussion groups

In-House Presentations You can arrange for an in-house presentation on most of the seminars offered in the professional development program. CPA supplies a master copy of the seminar materials and you supply the location, instructor, etc. The basic fee for most seminars is $500 plus $140 per participant for a full-day session ($75 per participant for a half-day session). Acquisition of In-House Rights The purchase of in-house rights gives you unlimited right to use the seminar material within your organization, in any format you choose. You will receive one master copy of each of the instructor materials and the participant materials for your use. The cost of acquiring the rights starts at $3,000.

Please contact [email protected] for more information.

For Professional Development inquiries, please contact:

CPA Manitoba1675-One Lombard PlaceWinnipeg, MB R3B 0X3

Phone: 204 924.4413Email: [email protected]: CPAmb.ca/pd

CPAmb.ca @CPAManitoba Follow CPA Manitoba

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