We look forward to seeing you at one of our upcoming events. Attendance at Chapter events are open to all members, candidates and students enrolled in the CPA Professional Education Program or Pre-requisite Program, as well as legacy AAT and ACIA members. Guests are also welcome at some events.
- This event has passed.
Chapter PD Day
June 14, 2019
Join us on Friday, June 14th for our upcoming Chapter PD Day. 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 provided for those who attend all three sessions.
|Date:||Friday, June 14, 2019|
|Where:||Thompson Rivers University, 805 TRU Way, Kamloops, BC|
|Time:||7:45 AM – 8:10 AM: Registration | 8:15 AM – 10:15 AM: Session 1 | 10:30 AM – 12:30 PM: Session 2 | 12:30 PM – 1:30 PM: Lunch | 1:30 PM – 3:30 PM: Session 3|
|Cost:||$50 + GST per session (complimentary lunch if you attend all three sessions) | Lunch: $20 + GST|
|CPD | Level:||2 CPD per session | General|
7:45 am- 8:10 am | Sign-in – Lobby of the International Building at TRU
Budgeting & Financial Management: Understanding Budgeting & Variance Analysis – Presented by Mack Kanagan, BBA, CPA, CGA & David Hallinan, FCPA, FCMA
8:15 AM – 10:15 AM | Held in International Building (IB), Room 1020
After an introduction and short overview, this session will look at delivering business and financial performance for your organization and operating units. Interpret and monitor financial measures throughout the financial budget process and look at developing budgets and the importance of budget within organizations. We’ll also take a look at interpreting variances, analyzing finds and using business cases to help forecast the budget controllable and uncontrollable deliverables.
Session 2: There are two options to choose from.
Option 1: Creating a Financial Dashboard in Excel: Getting Value from Data – Presented by Bernie Warren
10:30 AM – 12:30 PM | Held in Old Main (OM), Room 1335 (computer lab)
To extract the benefits of raw data, it must be refined into content that supports management reporting and other strategic business objectives. In this workshop you will learn how to extract data from various sources, how to “clean” the data, organize the data, select appropriate visuals and how to combine these visuals into a dashboard that tells a story. Various intermediate to advanced Excel tools will be used such as Pivot Tables, Pivot Charts, Slicers, Grouping Tools, Sparklines, Data Models, Solver and Excel’s new Forecasting Sheet.
Please note: This course is limited to 40 people.
Option 2: Handbook/Standards Update – Presented by KPMG
Held in International Building (IB), Room 1020
This session will focus on Non-For-Profit, PSAB and ASPE standards that have changed in the past two years and upcoming changes. It will also touch on items of note related to Audit and IFRS.
12:30 PM- 1:30 PM | Held in International Building (IB), Room 1019
The Path to Elite Performance & Leadership and Handling Stress and Delivering Powerful Presentations – Presented by Corey Sigvaldason, ELP, CBB, MBA, PhD Student and Kirk Baethke, Diploma in Broadcast (Hons.), BGS
1:30 PM- 3:30 PM | Held in International Building (IB), Room 1020
In this session you will learn how to avoid the performance trap mindset, how to get to the top 1% in your field, how to minimize the commodity spiral, the Game Changer Equation, and how to prepare and handle the stress of communicating effectively while also giving world-class presentation tips that the professionals use.