$150 PROGRAM OF PROFESSIONAL DEVELOPMENT. Preliminary season. A + IN YOUR CAREER JULY 15, 2014 DEADLINE

Transcription

1 JULY 15, 2014 DEADLINE FOR A DISCOUNT OF $150 Preliminary PROGRAM OF PROFESSIONAL DEVELOPMENT season A + IN YOUR CAREER

2 2014- SEASON Passports offering even greater advantages in 2014-! JULY 15, 2014 DEADLINE FOR A DISCOUNT OF $150 New in DON T MISS THE START of the season, as early as September 2, will mark the second year of the Québec CPA Order s professionnal development program. I am very proud to show you, in the following pages, our new preliminary program specially designed for the 36,000 CPAs and their colleagues. This brochure is a preview of what to expect in the next year. In addition to staying very affordable, our passports concept will be more advantageous in I invite you to take advantage of a $150 discount when you purchase your passport for the season by July 15, Feel free to contact me to provide me with any ideas or suggestions that could help us enhance your professional development program, and be a + in your career. NOT TO BE MISSED! Beginning of June training activities schedule, online release of our training profiles and start of the registration period for the activities Act quickly; we expect nearly 50,000 registrations for the upcoming season! u Close to 600 training activities and more than 2,000 sessions offered in several Québec cities or through e-learning (new: webinar remotely attend a live in-class activity!) u Nearly 100 practical tools u More than 100 additions to the program Daniel Benard, FCPA, FCA Vice-President, Professional Development d.benard@cpaquebec.ca From mid-august 2014 The training activities catalogue will be sent to the 36,000 CPAs As of September 2, 2014 NEW The first sessions of the season LEGEND New... Redesign Use your passport to purchase this tool Model file included in course material Model financial statement included in course material Implementation model included in course material Reference guide included in course material Professional development credit PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 3

3 2014- SEASON SEASON 2014 Why purchase a passport right now? UPCOMING Our calendar and our training profiles: two essential tools to help you plan your training activities Online beginning of June 2014 Passports Fee schedule JULY 15, 2014 DEADLINE FOR A DISCOUNT OF $150 u To benefit from the $150 discount when purchasing your passport More than 6,300 passports sold in u To plan your season and save $100 or 250 professional development credits ( ) per training day by registering in advance (14 days or more) Nearly 50,000 registrations in u To reserve your place, or that of your colleagues, to the most popular sessions as of the beginning of June 2014 u To have the possibility to obtain a refund until August 15, 2014 or 30 days after the date of purchase, if after July 15, 2014 * Depending on the type of passport The benefits of being a passport holder u To save 70% with a CPA passport for you, and more than 60% with a multi-cpa passport for your organization u To discover a quality training program, including more than 600 training activities to meet your needs Satisfaction rating 4.7 / 5 to date u To have the possibility of carrying over up to 650* unused in with the purchase of a passport u To meet, as part of your training activities, our team of nearly 200 quality instructors and experts in their field, not to mention those of our partners u To receive several reference tools available as training material in several sessions of the program, or to purchase them now with your 2014 passport That is why we are the first reference source for CPAs! Very affordable passports entitling you to more than 50 hours of training among almost all activities available, either in-class or through e-learning, offered by the Order or by our partners: u More than 200 training activities organized by the Order u More than 300 training activities organized by our partners Three passports entitling you to professional development credits ( ) Passports also entitle you to tools and services chosen among: u 27 reference guides u 14 model files and implementation models u 3 model financial statements u 28 programs and checklists CPA Multi-CPA Multi-user Special price before July 15th 1 * $1,049 $1,499 $1,999 Regular price 1 $1,199 $1,649 $2,149 Eligibility One CPA not shareable Shareable among all CPAs within the organization Shareable among all CPAs and non-cpas within the organization Professional development credits ( ) 4,000 4,000 5,000 Hours of training available > Activities offered by the Order > Several activities offered by our partners Up to 56 hours (equivalent of 8 full day activities) Up to 56 hours (equivalent of 8 full day activities) Up to 54 hours if non-cpa / Up to 70 hours if CPA Many tools and services Yes Yes Yes Possibility of professional development credit ( ) carry over to the following training season with the purchase of a new passport NOTE 1 Taxes not included. 500 (equivalent of one full day training activity) * Money back guarantee until August 15, 2014 or 30 days from date of purchase if after July 15, (equivalent of one full day training activity) 650 (equivalent of one full day training activity) 4 I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 5

4 2014- SEASON SEASON 2014 How to choose your passport? How to choose the right passport so that it is more beneficial to you and your organization? u As of the third registration (fourth for the Multi-user passport), your passport is already profitable. Your other registrations or purchase of tools and services are practically free! u The CPA passport holder can combine all purchases of tools and services of his organization on his own passport so that they are more cost-effective. u When a non-cpa wishes to participate in one of the Order s activities, combine all your other CPA registrations within your organization on a Multi-user passport since it allows user to enroll in more activities due to the number of credits (5,000) offered. Choose the right passport at a glance CHOOSE YOUR PASSPORT! CPA passport Multi-CPA passport Multi-user passport One CPA registering to several activities and/or purchasing several tools/services Several CPAs within the same organization sharing registrations and tools/services purchases X X See what you can save if you purchase your passport now TYPE OF PASSPORT CPA passport Multi-CPA passport Multi-user passport Regular price $1,199 $1,649 $2,149 Special price $1,049 $1,499 $1,999 THE CPA PASSPORT IS PROFITABLE BY THE 3 RD REGISTRATION Three individual (à la carte) registrations by a CPA to one-day sessions at the special price $1,500 1,500 CPA passport at the special price $1,049 4,000 You have already saved $451 2,500 Your 2,500 remaining can be used to register to up to 5 full-day courses, or to order tools and services. THE MULTI-CPA PASSPORT IS PROFITABLE BY THE 3 RD REGISTRATION Three individual (à la carte) registrations by a CPA to one-day sessions at the special price $1,500 1,500 Multi-CPA passport at the special price $1,499 4,000 Your passport is already profitable $1 2,500 Your 2,500 remaining can be used to register to up to 5 full-day courses, or to order tools and services. As soon as a non-cpa registers to an activity, it is profitable to combine all CPA registrations and purchases on this passport X THE MULTI-USER PASSPORT IS PROFITABLE BY THE 4 TH REGISTRATION Three individual (à la carte) registrations by a CPA to one-day sessions at the special price $1,500 1,500 One individual (à la carte) registration by a non-cpa to a one-day session at the special price $ Multi-user passport at the special price $1,999 5,000 You have already saved $151 2,850 Your 2,850 remaining can be used to register to other training activities, or to order tools and services. 6 I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 7

5 2014- SEASON SEASON 2014 Activities offered by the Order and by our partners Fee schedule Tools and services offered by the Order and by our partners Fee schedule 1 = $1 towards most available training activities COST PER FULL DAY 1 Passport 2 À la carte registration to Order s activities CPA Special price (14 days in advance) 500 $500 CPA Regular price ($100 or 250 ) $600 Non-CPA Special price (14 days in advance) 650 with a multi-user passport $650 Non-CPA Regular price 650 with a multi-user passport + ($100 or 250 ) $750 COST PER HALF-DAY SESSION 1, 2 Passport 2 À la carte registration CPA Special price (14 days in advance) 350 $350 CPA Regular price ($100 ou 250 ) $450 Non-CPA Special price (14 days in advance) 450 with a multi-user passport $450 Non-CPA Regular price 450 with a multi-user passport + ($100 or 250 ) $550 COST PER TRAINING ACTIVITY OF LESS THAN 2 HOURS 1, 2 Passport 2 À la carte registration CPA Special price (14 days in advance) 200 $200 CPA Regular price ($100 or 250 ) $300 Non-CPA Special price (14 days in advance) 250 with a multi-user passport $250 Non-CPA Regular price 250 with a multi-user passport + ($100 or 250 ) $350 À la carte registration to partner s activities Depending on partner s prices TOOLS for $1 on CPA passports for $1 on other passports Reference guide, model file, implementation model or model financial statement Participant s manual or guide PRICE 1 (À LA CARTE) $ $250 paper $200 electronic $150 paper $120 electronic NUMBER OF CREDITS ON A PASSPORT CPA 750 paper 600 electronic 450 paper 360 electronic Passports Multi-CPA Multi-Users 625 paper 500 electronic 375 paper 300 electronic Budget summary $250 electronic 750 electronic 625 electronic Checklist Program SERVICES $30 papier $120 electronic $70 papier $250 electronic 90 paper 360 electronic 210 paper 750 electronic Ethics related references $0 0 0 Technical references $ paper 300 electronic 175 paper 625 electronic NOTES 1 Taxes not included. 2 The participant using a passport who, in the three days preceding the session or on the day of the session, cancels or modifies his choice of session (without exception, even due to bad weather or illness for example, provided the Order holds the session as scheduled) cannot recover his professional development credits. NOTE 1 Taxes not included. 8 I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 9

6 2014- SEASON SEASON essential training activities from the Order s professional development program Order form Personal information o I am a CPA CPA No. JULY 15, 2014 DEADLINE FOR A DISCOUNT OF $150 ACCOUNTING, ASSURANCE AND TAXATION Accounting, auditing and professional practice update ASPE: Financial statement presentation and note disclosure Audit of a micro-entity File review methodologies Audit and review engagements Income tax update Introduction to U.S. corporate taxation Non-government controlled NFPOs Financial statement presentation and note disclosure Tax for controllers Last name:... First name:... Employer:... Address: Visit the Order s Web site for terms and conditions governing the passports at GST, HST and QST update Tax returns Personal I wish to purchase the following passport(s) IFRS Update U.S. GAAP Update Quantity Special price until July 15 Amount payable MANAGEMENT AND MANAGEMENT ACCOUNTING Passport CPA* $1,049 Corporate treasury management Business valuations Introduction Leading and emerging practices in performance management Management accounting refresher Multi-CPA passport* $1,499 Multi-user passport* $1,999 * Money back guarantee until August 15, 2014 or 30 days from date of purchase if after July 15, Due diligence for acquisitions Performance Management Symposium Sub-total Financing strategies Principles and practices of business acquisitions GST/HST 5% ( RT 0001) QST 9.975% ( TQ 0001) Total 10 I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 11

7 2014- SEASON Order form Declaration and payment terms I have READ and UNDERSTAND all the terms and conditions related to passports and I AGREE to be bound by them see the Order s Web site for all the terms and conditions at Signature Date m The passport holder s signature is required for the purchase to be approved. o Cheque (payable to Ordre des CPA du Québec) o Credit card: o Visa o MasterCard Credit card number Expiration date (MM/YY) Signature Date JULY 15, 2014 DEADLINE FOR A DISCOUNT OF $150 PRELIMINARY PROGRAM OF TRAINING ACTIVITIES season Please return this form BY dp@cpaquebec.ca BY MAIL Vice-présidence, Développement professionnel Ordre des CPA du Québec 5, Place Ville Marie, bureau 800 Montréal (Québec) H3B 2G2 BY FAX I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 13

8 2014- SEASON Preliminary program of training activities STATUS TOOLS ASSURANCE AUDIT ENGAGEMENTS Audit of a micro-entity Auditing refresher Auditing refresher Online File review methodologies Audit and review engagements Risk assessment workshop for small and medium-sized businesses REVIEW AND COMPILATION ENGAGEMENTS Compilation engagements File review methodologies Audit and review engagements Review (current standard) and compilation engagement model file Introduction Review engagements (current standard) CANADIAN QUALITY CONTROL STANDARDS Quality control Maintaining and monitoring STATUS TOOLS ACCOUNTING AND FINANCIAL REPORTING ACCOUNTING STANDARDS FOR PRIVATE ENTERPRISES Accounting, auditing and professional practice update ASPE Financial statement presentation and note disclosure ASPE in the real estate industry ASPE: A comparison to IFRS ASPE: A survey of the standards (In-class and online) ASPE: Accounting update for the CPAs in industry ASPE: Revenue recognition Financial instruments for private enterprise (ASPE) and not-for-profit organization (ASNPO) INTERNATIONAL FINANCIAL REPORTING STANDARDS IFRS Financial statement presentation and note disclosure IFRS Revenue recognition IFRS Update IFRS A Survey of the standards Online IFRS Fair value measurement U.S. GAAP Update STATUS TOOLS ACCOUNTING STANDARDS FOR NOT-FOR-PROFIT ORGANIZATIONS Non-government controlled NFPOs Financial statement presentation and note disclosure Non-government controlled NFPOs The accounting standards for private NFPOs (in-class and online) BUSINESS CYCLES, FINANCING AND ECONOMICS FINANCING Financing strategies MERGERS, ACQUISITIONS AND SALES OF A BUSINESS Business valuations Introduction Due diligence for acquisitions Principles and practices of business acquisitions TREASURY MANAGEMENT Corporate treasury management TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING TRUSTS AND ESTATES Advanced estate planning for business owners Taxation of domestic family trusts Basic Taxation of domestic trusts Compliance INTERNATIONAL TAXATION Basic U.S. taxation of individuals Introduction to U.S. corporate taxation STATUS TOOLS CORPORATE INCOME TAX PERSONAL INCOME TAX COMMODITY TAXES Everyday income tax issues for the general practitioner Getting a grip on RDTOH, CDA, and other tax accounts Income tax issues dealing with real estate Income tax planning refresher for corporate tax Income tax update Tax for controllers Tax returns Corporate Income tax planning refresher for personal tax Tax returns Personal GST, HST and QST refresher for professionals GST, HST and QST update PROTECTION OF THE PUBLIC AND SERVICES TO MEMBERS Ethics and rules of professional conduct Ready for your professional inspection? Risk management FINANCE FUNCTION AND PERFORMANCE MANAGEMENT MANAGEMENT ACCOUNTING Leading and emerging practices in performance management Management accounting refresher International Symposium Performance Management for CPA 14 I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 15

9 2014- SEASON Over 350 training activities offered by our partners open to the passports concept Our partners ACTIF, Réseau coopératif d éducation financière, Coop de solidarité Association canadienne de la paie* Association de la planification fiscale et financière (APFF) Brassard, Goulet, Yargeau, Services financiers intégrés Chambre de commerce du Montréal métropolitain Commission sur l équité salariale Conseil québécois de la franchise Contrôleur des finances Corporation des officiers municipaux agréés du Québec (COMAQ) COSE DECIMAL École nationale d administration publique (ENAP) Fondation canadienne de la fiscalité Formations Qualitemps Gestisoft Institut des auditeurs internes Québec Judith Cormier Avocate KnowledgeOne Lemieux Nolet, comptables professionnels agréés S.E.N.C.R.L Mouvement québécois de la qualité PMGS** Practical PD Salon de l investissement immobilier du Québec (SIIQ) Stratevo Conseil inc. Technologia Crossknowledge** Versalys** World Trade Centre Montréal ESSENTIAL TOOLS AND SERVICES FOR YOUR CAREER AS A CPA * This partner does not offer activities open to the passports concept. ** Only certain activities offered by this partner are not open to the passports concept I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 17

10 2014- SEASON SEASON 2014 Discover the complete list of available tools and services Reference guide Reference guide Leading and emerging practices in performance management* Model file Review and compilation engagement model file* Model financial statements Model Financial Statements IFRS Part I of the CPA Canada Handbook Accounting* Model Financial Statements Private Enterprises Part II of the CPA Canada Handbook Accounting* Model Financial Statements Private sector NFPO Part III of the CPA Canada Handbook Accounting* Bulletins Federal Budget Summary* Quebec Budget Summary* Dictionary and vocabulary Dictionary of Derivatives and Other Financial Instruments* Guides Canadian Professional Engagement Manual (C-PEM)* Canadian Professional Engagement Manual Electronic Templates* Quality Assurance Manual (QAM)* Programs and checklists Audit program NFPOs* Audit program Private enterprises* Checklist Information gathering Personal income taxes* Quality Control Program* Review and compilation engagement program* Sample letters for audit, review and compilation engagements* Do you need valuable information or technical references? The professional development program offers several services to meet your needs and answer your questions. Ethics related questions Ethics reference service Technical references References to standards Information and guidance on the application of standards from the CPA Canada Handbook Assurance* References to standards Information and guidance on the application of standards from the CPA Canada Handbook Accounting* *Also available in French. *Also available in French I PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT PRELIMINARY PROGRAM PROFESSIONAL DEVELOPMENT I 19

11 MEMBER BENEFITS FIND OUT THE PREFERENTIAL RATES NEGOTIATED FOR YOU Visit for additional details. INSURANCE Health and dental benefits. Group insurance for firms. HOTELS Preferential rates at Le Germain boutique hotels in Calgary, Montreal, Quebec City and Toronto. Preferential rates at Riôtel seaside hotels in Matane, Percé and Bonaventure HEALTH, FITNESS AND RECREATION A 10% discount on exclusive giftboxes of a selection of recreational and tourism packages. A $80 discount on regular annual memberships, and no initiation fees. FINANCIAL SERVICES TRANSPORTATION Numerous savings on a wide range of financial products and services for individual members and entrepreneurs. Life, disability, critical illness and office overhead. Preferential rates at Delta Québec, a hotel located in the heart of downtown Quebec City. Preferential rates on the comprehensive medical check-up program. A 12,5% discount on the best available fare at the time of booking in any class of service. Exclusive competitive pricing Automobile and home insurance program. Preferential rates at Le Crystal, a deluxe hotel located in the heart of downtown Montreal. A 30 to 42% reduction on pre-sale ski tickets or golf games. Exclusive competitive pricing Automobile and home insurance program. Preferential rates at the group s hotels in Canada and abroad. A $60 discount on annual memberships, and no initiation fees.

12 développement professionnel IN FRENCH ONLY Deux formations d avant-garde Deux choix possibles selon votre profil de gestionnaire Une formation personnalisée et novatrice pour dirigeants financiers et contrôleurs Formation pour CFO 4 jours de formation 22, 23 et 24 octobre et 27 novembre 2014 Prix spécial* CPA $ Non-CPA $ Prix régulier CPA $ Non-CPA $ Rencontre individuelle préalable de coaching > Évaluation psychométrique > Évaluation par feed-back 360º > Rétroaction sur les résultats des évaluations > Plan de développement personnalisé de la performance Formation intégrée de 3 jours Formation pour contrôleur 4 jours de formation 23, 24 et 25 septembre et 26 novembre 2014 Prix spécial* CPA $ Non-CPA $ Prix régulier CPA $ Non-CPA $ Rencontre individuelle préalable de coaching > Évaluation psychométrique > Évaluation par feed-back 360º > Rétroaction sur les résultats des évaluations > Plan de développement personnalisé de la performance Formation intégrée de 3 jours Objectifs Répondre aux nouvelles exigences des postes de CFO et de contrôleur dans un monde des affaires en constante évolution Acquérir de nouvelles habiletés et compétences en leadership et maîtriser les structures informationnelles afin d atteindre un haut niveau de performance Devenir un joueur stratégique et un acteur d influence au sein de son organisation * Changement sans préavis 5 raisons d opter pour la formation Vision Haute Performance Une évaluation individuelle complète de son profil de gestionnaire accompagnée d un plan personnalisé de performance Des techniques pédagogiques actives comprenant des discussions, des ateliers, des analyses en équipe, des cas pratiques et des panels interactifs avec des experts Des conférenciers et animateurs reconnus pour leurs pratiques innovantes Une formation de suivi visant à mesurer l atteinte des objectifs et un plan d action pour les mois suivant le programme Une formule tout inclus comprenant l hébergement et les repas pour les trois journées de formation dans le centre de villégiature de l Estérel* > Comprendre les rôles et les fonctions du CFO et son positionnement stratégique dans l organisation > Définir le profil des dirigeants performants et d une organisation performante > Analyser et évaluer une organisation > Optimiser la performance organisationnelle et appliquer les meilleures pratiques du contrôle de gestion > Augmenter sa crédibilité et établir une relation de confiance avec ses collaborateurs > Exercer son rôle de leader et de coach Formation de suivi et d intégration d une journée > Optimisation de la fonction finance > Panel de chefs d entreprise > Plan d action pour les mois à venir * Prix spécial pour réservation 60 jours ou plus avant le début de la formation. > Comprendre les rôles et les fonctions du contrôleur > Appliquer les meilleures pratiques du contrôle de gestion > Traiter l information décisionnelle et prendre des décisions éclairées > Augmenter sa crédibilité et établir une relation de confiance avec ses collaborateurs > Exercer son rôle de leader et de coach Formation de suivi et d intégration d une journée > Panel Vision carrière et qualités essentielles recherchées > Panel Les CFO et leurs attentes > Plan d action personnalisé pour les mois à venir Détails et conditions à cpaquebec.ca/visionhauteperformance

13 A + IN YOUR CAREER 5, Place Ville Marie, bureau 800, Montréal (Québec) H3B 2G2 T Téléc