Co-Chairs: Deirdre Danallanko CPA CA and Charlene Smart CPA CGA
Staff Support: David Chiang CPA CA
The Practitioners’ Forum – North Okanagan provides an opportunity for practitioners in small CPA firms to exchange information, share best practices, and strengthen professional alliances. This Forum is supported by CPABC in collaboration with the CPABC Okanagan Chapter. The agenda is pre-determined by the Forum’s members and discussion topics vary at each meeting. The Forum meets for a 90 minute lunch session in Vernon about two to three times per year. Meetings are open to CPABC members licensed for public practice.
Sign up to join the forum but please note that the forum is restricted to those members licensed for public practice. For more information or to join, please contact Advisory Services.
News & Views Knowledge Base – Great Resource for Practitioners
The CPABC News & Views Online Knowledge Base is a good resource for technical and practice management information. Click here to find this online resource on the CPABC website.
On the landing page of the Knowledge Base, there is a search function. Insert key word(s) and scroll down for the results. For example, searching on “Compilations” results in useful information such as:
• Purpose of compiled financial statements
• Notice to Reader communication
• Engagement & representation letters
• Compilation & documentation requirements
• Annual corporate filings
• Compilations & independence
At the bottom of the screen, CPABC highlights upcoming events or topics applicable to practitioners in the short term.
This online Knowledge Base contains many relevant and useful articles and is constantly being grown. There’s also guidance such as the new Guide for Review Engagements (the new CSRE 2400 standard) and Guide to Independence. And webinars of interest to practitioners, both from CPABC and CPA Canada. Use this online resource to search both technical and practice management topics.