Dates and location
Hours
Dates and location
Hours
Description
When in public practice, it is inevitable that issues are encountered. These can be due to new standards, interpretation of existing standards or simply challenges in addressing client matters. A structured problem-solving approach is essential for saving precious time, arriving at the right conclusion and achieving quality.
The six-step approach outlined in this course provides a robust framework to guide practitioners through the process. Participants will gain a deep understanding of how to define an issue, gather pertinent information, identify and evaluate alternative solutions to conclude. Furthermore, participants will learn how to document their professional judgement used in arriving at conclusions and how to communicate effectively with clients.
The course combines theory with practical examples and real-life case studies to instill a grasp of the problem-solving process. By the end of this session, participants will be empowered with the knowledge and tools required to tackle issues head-on, bolstering their expertise and building trust with their clients.
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Key Takeaways
By the end of this course, participants should be able to:
- Develop a structured six-step approach to resolving and researching issues.
- Appreciate the importance of defining an issue.
- Formulate key questions to ask in problem-solving.
- Recognize various sources of information to collect for issue resolution.
- Develop an approach to identify alternative solutions.
- Appreciate how to analyze solutions to arrive at conclusions.
- Establish a process to communicate with clients.
- Create an outline to meet documentation requirements.
Who Will Benefit
Intended for practitioners at all levels.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Kirsten S. Albo, FCPA, FCA, ICD.D is the Founder of ASK KSA Consulting Inc. providing consulting and advisory services to small and mid-sized firms to help them conduct effective and efficient engagements and meet the requirements of being in public practice. Areas of practice include cyclical file inspections, external monitoring activities, file efficiency reviews and engagement quality reviews. Delivering professional development courses is a key component of her business as she develops and delivers specialized in-house training courses for the multitude of firms with whom she works.