Chapter PD Day in Kamloops

June 22, 2018

Photo by: Bigstock images

Please join us on Friday, June 22nd for our upcoming Chapter PD Day in Kamloops. The day will consist of three, two hour sessions and a hot lunch buffet. This is a great opportunity to earn PD hours. The cost of each session is $50 + GST and $20 + GST for the lunch buffet. Complementary lunch will be provided to those who register for all 3 sessions.

For variety, we decided to do something a little different this year by allowing members to choose between two different seminar (documentation or excel) for the session 2 break-out sessions.

See below for our detailed agenda.

Date:Friday, June 22, 2018
Where:Thompson Rivers University, 805 TRU Way, Kamloops, BC
Registration:7:45 AM – 8:10 AM
Session 1:8:15 AM – 10:15 AM
Session 2:10:30 AM – 12:30 PM
Buffet Lunch:12:30 PM – 1:30 PM
Session 3:1:30 PM – 3:30 PM
CPD:2 hours per session
To Register:Click Here


Registration: 7:45 am- 8:10 am | Lobby of the International Building at TRU  

Session 1: Legal and Accounting Issues Related to End of Life and Death Issues – Presented by Kathy Shumard (Daley & Co.) and Leah Card (Fulton & Co.)
8:15 am – 10:15 am | International Building (IB), Room 1020

Some accounting topics to be discussed are deemed dispositions, issues with named beneficiaries and non-resident beneficiaries, CRA time frames, importance of a clearance certificate, ongoing trusts, etc. The legal topics will include Wills, Power of Attorney, Living Wills – what they are and what they do. The role and responsibilities of the executor including items for executors to be aware of and consider when agreeing to be an executor and when executing their duties will also be discussed.

Session 2 – Option 1: Documenting Financial Processes and Controls – “Do I really need to write this all down?” – Presented by Mark Moran, CPA, CA
10:30 am – 12:30 pm| International Building (IB), Room 1020

This session is focused on practical strategies for designing and documenting financial processes and controls; not everyone needs to spend excessive cost and effort to achieve ultimate perfection. We will start with the basics of good financial process and internal control design and types of controls, and discuss documenting processes and controls in a practical and useful way. Tools will be provided to help you achieve value and efficiency through well designed and properly documented financial processes and internal controls.

Session 2 – Option 2: Advanced Excel Retirement Model – Presented by Bernie Warren
10:30 am – 12:30 pm|Old Main (OM), Room 1327

In this hands-on workshop you will create and analyze an advanced Excel retirement model, building the model from scratch using FAST spreadsheet construction techniques, which were designed in conjunction with Deloitte in the UK. These model construction techniques are designed to reduce errors, standardize formatting and increase model transparency. Using this model we will introduce some of Excel’s more advanced functions like COUNTIFS, VLOOKUP, Tornado Charts, Pivot Tables, Solver, Forecasting and Visualization Tools. You will leave with a sophisticated Excel model that you can easily build on, along with a series of the most awesome free internet Excel resources.

Workshop Presenter: Bernie Warren, from the TRU School of Business and Economics.
Bernie has been working with spreadsheets since the days of VisiCalc and Lotus 1-2-3. In his days at Ernst and Young in Toronto, he built advanced spreadsheets models for Nortel Networks, United Technologies, Ford, GM, MacDonald’s International and many other clients. He has taught over 7,000 students on how to use Excel and has over 35,000 hours of spreadsheet experience. He currently teaches an advanced Excel modelling and decision analysis course in the TRU MBA.

*Please note: This course is limited to 40 people.

Lunch (Buffet): 12:30 pm- 1:30 pm

Session 3: Facilitating Meetings – Presented by Dennis Hartwick, CPA
1:30 pm- 3:30 pm | International Building (IB), Room 1020

Meetings are a necessary part of working in any group but too often they drag on and on, with tempers running high, people talking over each other and no decisions being made. Bad meetings leave you wondering why you bothered attending. By using some facilitation skills it’s easy to turn around the style of meetings and actually make them an enjoyable and inspiring experience.
In this session, you will learn:

  • What is facilitation?
  • Co-facilitation roles at a meeting
  • A facilitator’s skills and qualities
  • Facilitating Consensus & more
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