Virtual Seminars

Ethics and Conflict of Interest

June 7, 2022
12:30 PM – 1:30 PM ET
CPD hours: 1

Jill Inget, Director of Corporate Ethics, BC Public Service Agency

Cost:      $115  plus tax Members     $140 plus tax Non-members

Summary:

All employees have a life outside of work. Sometimes, personal lives and interests intersect with work and employees may not even be aware of it! It is this intersection that is considered to be a conflict of interest. Without guidance and direction for employees, these conflicts can lead to a breach of conduct, mistrust, or even termination of employment. This session will look at how to develop and communicate clear expectations for all employees and how to prevent conflicts of interest from arising.

Pivot Tables for Accountants

Thursday, June 9, 2022
11:00 AM – 3:00 PM ET
CPD hours: 4

Dave Greene CPB, MCSE, MCT

Instructor,  K2E Canada Inc.

Cost:      $315 plus tax Members     $375 plus tax Non-members

Summary:

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This seminar will begin with basic PivotTables and progress to advanced PivotTable topics.

Major Topics

  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details
  • Creating PivotTables from multiple ranges
  • Linking PivotTables to external database and financial accounting systems

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable
  • Create PivotTables from Multiple Consolidation Ranges

Budgeting and Forecasting

June 16 & 17, 2022
11:00 AM – 3:30 PM ET
CPD hours: 7

Dave Greene CPB, MCSE, MCT

Instructor,  K2E Canada Inc.

Cost:      $390 plus tax Members     $470 plus tax Non-members

Summary:

Are your budgeting and forecasting processes working as well for you as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this course, you will learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques available in today’s market. 

In addition to learning about how to utilize Excel more effectively for budgeting and forecasting activities, you will also learn about other tools, such as Budget Maestro, PROPHIX, and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. If you are involved in budgeting and forecasting activities, you will not want to miss this opportunity to learn how to reduce the amount of time you spend on these tasks, while simultaneously increasing their value. 

Major Topics

  • Creating and securing budget workbooks and worksheets
  • Obtaining budget data and collaborating with others
  • Forecasting tools and techniques

Learning Objectives

Upon completing this course, you should be able to: 

  • Utilize processes for obtaining budget data and collaborating with others when using Excel including Shared and Merged Workbooks, Excel’s Audit Trail, controlling and validating data input, and collaborating with others
  • Apply various Excel techniques for interacting with the accounting system, such as Office Data Connections, Open Database Connectivity, importing text files, and linking Internet-based data into budgeting and forecasting models
  • Identify situations in which various Excel techniques are appropriately implemented, such as using Data Tables for sensitivity analysis, working with Excel’s Goal Seek feature, using Solver to maximize scarce resources, working with Scenario Manager, forecasting with Regression Analysis, and analyzing risk with Monte Carlo simulations
  • Compare and Implement various Excel functions – including NPV, IRR, XNPV, and XIRR – in capital budgeting situations, and identify the various methods by which Excel computes depreciation
    • Contrast Excel with other applications used for budgeting and forecasting activities and describe situations in which other solutions should be used to reduce the dependency on Excel as a budgeting and forecasting solution

    Ethical Leadership in an Age of AI

    Wednesday, June 29, 2022
    11:00 AM – 3:00 PM ET
    CPD hours: 4

    Laura Friedrich, MSc, CIA, FCPA, FCGA

    Cost:      $315 plus tax Members     $375 plus tax Non-members

    Summary:

    As the use of AI and related technologies continues to grow, organizations need to ensure that they consider and address the ethical implications and obligations that result from these disruptive technologies. This interactive session will illustrate some of the recent advancements in AI and some of the expectations for the future. We’ll review key elements of frameworks being developed by organizations to design trust into the AI environment, and see how the principles in these frameworks relate to our obligations as professional accountants. Participants will also evaluate a variety of scenarios and explore the implications of AI technologies on our role as ethical leaders.