Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Gain actionable insights from live discussions with industry experts on the CPA Code of Conduct. Join us virtually on December 5 to attend meaningful panel discussions, build an ethical framework for decision-making and walk away empowered with tools to act with professional ethics.
Group Discount: Enroll a group of 5-9 members and receive a 20% discount, or 10 or more to receive a 25% discount off (excludes Passport prices). Use discount code: EthicsGroup at checkout.
Agenda
| Time | Event Details |
|---|---|
| 8:00 a.m. - 8:30 a.m. | Networking |
| 8:30 a.m. - 8:40 a.m. | CPA Ontario Welcome Remark |
| 8:40 a.m. - 8:45 a.m. | Host Opening Remarks: Amanda Abraham, FCCA, CPA, Senior Learning Manager | Instructional Designer | Ex-BCGer |
| 8:45 a.m. - 9:35 a.m. |
Opening Keynote: Armand Capisciolto, FCPA, FCA, CPA(MI) | Chair Canada Accounting Standards Board Topic: The Public Interest and Professional Judgment – Keys to Ethical Decision Making Using examples from accounting standard setting and the application of accounting standards, the discussions will illustrate how working in the public interest and applying professional judgment are critical to ethical decision making. Key Takeaways:
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| 9:35 a.m. - 10:15 a.m. |
Session #1: Daniel Tourangeau, FCPA, FCA, Case Lead & Senior Accountant | Enforcement Branch at Ontario Securities Commission & André J. Moniz, Manager of the Office of the Whistleblower in the Enforcement Division of the Ontario Securities Commission Topic: The Ontario Securities Commission Whistleblower Program: The Importance of Speaking Up to Stop Misconduct and Investor Harm The Whistleblower Program is a critical resource for the Ontario Securities Commission in the enforcement of Ontario securities laws. André and Daniel will discuss key elements of the program, and the mechanisms designed to protect whistleblowers and award them for coming forward to the OSC with timely, specific and credible tips of misconduct. We will illustrate the important public service role whistleblowers have by discussing situations where whistleblower tips significantly impact our investigations of suspected breaches of Ontario securities laws. Key Takeaways:
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| 10:15 a.m. - 10:30 a.m. | Short Break (15 mins) |
| 10:30 a.m. - 11:10 a.m. |
Session #2: Lisa Dorian, CPA, Executive Director & Entrepreneur Topic: Navigating Workplace Dilemmas the CPA Way Navigating workplace dilemmas can be challenging, and as CPAs, we're often confronted with complex situations where the best course of action isn’t always obvious. The key to successfully managing these situations is to maintain integrity and objectivity in our decision making. The CPA Way provides a structured framework to guide ethical decision-making, ensuring we consider all aspects of a situation before acting. In this session, we'll explore common workplace dilemmas and demonstrate how to apply the CPA Way framework to resolve them, helping you make sound decisions while upholding professional and ethical standards. Key Takeaways:
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| 11:10 a.m. - 11:50 a.m. |
Session #3: Constantine Karbaliotis, Counsel at nNovation LLP | Privacy & Data Protection | Virtual Privacy Advisor Topic: AI and Ethics for CPAs and Finance Professionals Artificial intelligence (AI) is revolutionizing many industries today, offering efficiency, predictive capabilities, and automation. For chartered accountants and finance professionals in small and medium enterprises, embracing AI can lead to transformative business benefits. However, using AI also raises critical ethical and legal questions that require careful consideration. AI impacts on CPAS include privacy and security, explainability of decisions, and financial data quality and integrity. Additionally, there will be impacts on the workforce of AI – ranging from job redundancy concerns to the evolution of the right skill sets, to over-reliance on AI. Key Takeaways: This 40-minute presentation will provide a practical exploration of the ethical implications of AI relevant to CPAs. It will cover critical topics such as data privacy, algorithmic bias, transparency, accountability, and learning how to navigate these challenges while maintaining professional trust and compliance. |
| 11:50 a.m. - 12:05 p.m. | Short Break (15 mins) |
| 12:05 p.m. - 12:55 p.m. |
Ethics Stories with CPA Leaders - Panel Discussion with Host: Barbara Palmegiani Director of Audit, Tax, FP&A, Jay Goodis, CEO of Tax Templates Inc & Ken Lewchuk, Course Author and Instructor on Ethics This special ethics panel features three CPA leaders sharing ethical dilemmas that they have faced in the workplace across functions like audit and assurance, tax services and CFO services. The ethics panel will aim to delve into real workplace stories, appropriate ethical frameworks to resolve concerns and outcomes of ethical dilemmas. Each speaker will bring their unique perspective relevant to their own workplace and role. Key Takeaways: During this ethics panel, members will:
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| 12:55 p.m. - 1:00 p.m. | Closing Remarks: Host​, Amanda Abraham, FCCA, CPA, Senior Learning Manager | Instructional Designer | Ex-BCGer |
| 1:00 p.m. - 4:00 p.m. | Networking |
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Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course is for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Conference
This CPA Ontario PD conference is hosted on the innovative RingCentral (formerly Hopin) platform. An email invitation with a link to join the event on the RingCentral platform will be sent closer to the date. We recommend you join five minutes prior to the scheduled start time.
Speaker(s)
| OPENING KEYNOTE SPEAKER | |
|---|---|
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Armand Capisciolto, FCPA, FCA, proudly serves as Canada's Accounting Standards Board (AcSB) Chair, setting standards that provide a common and essential measurement to assess organizations and their financial results. He leads the development of accounting standards for use by all Canadian entities outside the public sector. The AcSB serve the public interest by establishing standards for financial reporting by all Canadian private sector entities and by contributing to the development of internationally accepted financial reporting standards. |
| CLOSING KEYNOTE PANEL | |
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Barbara A. Palmegiani, B. Comm., FCPA, FCMA is a Partner and National CFO & Controllership Services Leader for BDO Canada. BDO is a leading provider of professional services to clients across Canada and beyond. Future proofing organizations has been her focus and passion for several years, as a trusted advisor to her clients. Now, joining forces with BDO, she leads a team with the talent and resources to modernize finance departments and fill the whitespace that many BODs, CEOs, Business Owners, CFOs and Controllers are currently challenged with. For over 25 years, Barbara has been a part-time educator for CPA Ontario as a session leader for the CPA Certification Program, and a developer and facilitator of executive development workshops for Controllers and CFO’s. |
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Jay Goodis, CPA, CA, is CEO of Tax Templates Inc. He was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. Jay specialized in tax at both a national and a mid-market accounting firm where he completed tax planning and compliance for individuals, trusts, and private corporations. In public practice, he also led the rebuild of many internal operations leading to significant efficiencies, time savings, and superior recoveries. |
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Ken Lewchuk, MBA, MA, CPA, CPA (Texas), develops and facilitates courses on the topics of business ethics, accounting ethics and the ethics of artificial intelligence. His career has spanned public accounting, technical accounting, corporate finance and assurance for corporations in the United States and Canada. He has taught technical accounting and finance classes in several countries, been a conference speaker, and guest lecturer at Texas A&M University on the topic of business ethics. |
| FEATURED SPEAKERS | |
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Constantine Karbaliotis is counsel at nNovation LLP, a boutique privacy law firm in Canada. Constantine’s practice is focused exclusively on privacy and data protection, cybersecurity, and artificial intelligence. He has twenty years’ experience in privacy, on both domestic and international levels. Constantine has fulfilled numerous roles in privacy: aside from the practice of law and consulting, Constantine has also acted as privacy officer and leader for two multinational organizations, where he managed the company’s internal compliance and the development and implementation of privacy programs, dealing with diverse areas of international privacy and data protection. |
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André Moniz is a lawyer and the Manager of the Office of the Whistleblower, based in the Enforcement Division of the Ontario Securities Commission. He has spent over twenty years with the Commission’s Enforcement Branch investigating a variety of misconduct in various roles. These investigations ranged from complex, high-profile matters involving large, public issuers and registrants to more discreet matters involving private entities and unregistered individuals. |
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Daniel Tourangeau is a Case Lead and Senior Forensic Accountant in the Enforcement Division of the Ontario Securities Commission. He is a Fellow Chartered Professional Accountant (FCPA, FCA), holds a master’s degree in forensic accounting (MFAcc) from the University of Toronto, and has worked exclusively in the forensic accounting profession for the last 17 years. He is also a Sessional Instructor in the Master of Forensic Accounting program at the University of Toronto. |
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Lisa Dorian, MSL, CPA,CA, CPA (IL), CIA, CRMSA, co-founder of Corporate Finance Institute, is a skilled business executive with extensive experience in ethics, compliance, and risk as well as business process and strategy. She has worked with a variety of boards and leadership teams of organizations in both the private and public sector to help implement award winning enterprise risk management frameworks and compliance frameworks. She has authored many internal policies, including codes of conduct. As well as serving in the C-Suite in finance, risk, and internal audit departments, she has also conducted quality assessment reviews of internal audit departments in the public sector and for financial institutions. |
| HOST | |
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Amanda Abraham is a member of the Association of Chartered Certified Accounts (ACCA) and CPA Ontario. After qualifying in 2015, Amanda worked at professional services firms including PwC, BCG and Grant Thornton in internal and client-facing learning and development roles. Her areas of facilitation included financial reporting with a focus on IFRS and governance and ethics. She joined CPA Ontario in 2023 as the Product Development Officer within the professional development department and leverages her knowledge of the profession to build high-quality technical and professional programs for members. |
Testimonials
Very impressed with the knowledge and diverse topics of each speaker. Furthermore, each speaker brought it back directly to my responsibilities as a CPA.
This was an educational, enlightening and eye-opening conference. Understanding how technology, AI, and the digital world impact on our ability to do our jobs well is crucial. Trust can be easily undermined if we are not actively ensuring the security and credibility of the information we use to make financial decisions on a daily basis.
I like having a virtual conference - saves travel time and costs for the price you can charge. I really enjoyed all the polls and how they were incorporated into the topics. It kept you engaged and being able to see how everyone else was thinking on the responses. I also enjoyed see the real life examples. For the last speaker - he had me googling his video's after watching the trailers. It is interesting to see what cases are out there related to ethics.
This is an annual booster dose for what we normally do in our daily lives. Ethical decision-making and challenges around these in the local and international environments, lessons and updates boost our morale to do the right thing and see it being appreciated. It also guides us about how to navigate in difficult situations and where to seek legal guidance. I have been attending it for the last two years and found it very useful.