Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Before registering for this session, please note, it is going to be an in-person session and will be held at the CPA Ontario office at 69 Bloor St. E. (at Yonge St. & Bloor St.) in Toronto, Ontario. You MUST attend in person to participate, there will not be an option to join this session virtually.
All registered in person attendees will receive a special gift for attending - a CPA Ontario wireless earbud!
In order for a professional practice to grow and succeed, you must be proactive about ethics. This course will help practitioners deal with actual ethical dilemmas they face, regardless of the size of the practice or the role they play within the practice. We do this by providing a step-by-step approach that will help you navigate through complex and sensitive issues that arise in any practice.
Using an ethical lens is necessary to achieve a balance between legal requirements and regulations as well as the demands of the client, which are sometimes contradictory. To create sustainable success in professional practices, we recommend taking a risk-based approach that considers the probability and impact of ethics-related risks occurring. We examine three dimensions of these risks: staff, client and practice management. We then consider prevention, detection and mitigation strategies for all risks.
This is a workshop style course in which you will pause and apply the approach at each step to your own practice. We share actual situations we have encountered and give you an opportunity to consider how you would respond to them. We share resources that will help you gain new insights and learn from others.
By being proactive about ethics, you can prevent code of conduct violations that can have detrimental impact on your practice and your career. You will also protect your practice and increase its long-term value.
Other Available Sessions
- Session for November 28 (Virtual) available here.
Key Takeaways
After taking this course, you will learn how to:
- Examine the complex role of the professional accountant from an ethics lens.
- Apply a risk-based approach to reduce ethics-related issues in professional practices.
- Identify specific risks in audits, reviews and notice to reader assignments.
- Deal with independence concerns when doing bookkeeping for audit and review clients.
- Identify and evaluate risks you are currently facing in your own practice.
- Identify steps to prevent, detect and mitigate ethics risks that have a high probability and high impact.
Who Will Benefit
This course will benefit members at all levels within professional practices. It is suitable for sole practitioners, members in smaller practices, mid-sized practices and even the larger firms. This course is also for members aspiring to either start or to acquire a professional practice.
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 Course
This is an in-person course held at the CPA Ontario Office, 69 Bloor St E., Toronto, ON M4W 1B3. You must attend the course in-person to receive verifiable CPD hours.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Arun K. Mathur, FCPA/FCA, owner and lead instructor at UltimQuest Knowledge Inc., offers corporate training on improving governance, ethics, ESG, internal control, fraud prevention, KPI and related topics. Provides live and online training through CPA bodies across Canada and Bermuda. Partner, Gerald Duthie & Co. LLP, providing professional services to diverse clients. Served on the Board at HealthForce Ontario Marketing and Recruitment Agency, Chair of the Finance and Audit Committee, and at Trillium Gift of Life Network. Served on the CMA Ontario's Review Committee prior to merger. More info at: www.ultimquest.com.