PROFESSIONAL DEVELOPMENT
INFORMATION & BUSINESS TECHNOLOGY Do It Yourself Business Intelligence Using “ do it yourself business intelligence ” provided by Microsoft ’ s Power BI Desktop , you will discover how to create reports and dashboards quickly and easily , and learn how to solve many of the financial and operational reporting issues you face each day . July 22 , 9am-12:30pm , Vancouver
Business Continuity – Best Practices for Managing the Risks Today ’ s technology-dependent organizations must have a plan for operations in the event that facilities , power , communications , and / or technology fail or become compromised . Are you and your team members prepared for a business disruption ? Natural disasters , technology glitches , human failures , and even sabotage and terrorism threaten businesses of all sizes today . In this course , you ’ ll learn how to develop and implement a business continuity plan to help manage the risks associated with business interruptions both large and small . July 22 , 1:30pm-5pm , Vancouver
Optimizing Data for Power Pivot using Power Query This course will take a deep dive into Power Pivot , explaining the various issues that can slow down its performance . The course will also introduce Power Query , and show how the program can be used to optimize and reduce the amount of data required in Power Pivot , thereby allowing end users to have more acceptable run-time experiences . July 12 , 9am-5pm , Vancouver
FINANCE Budgeting & Financial Management : Understanding Budgeting Variance Analysis & Forecasting This interactive , full-day seminar will enable participants to understand and use financial information , adopt a disciplined approach to managing budgets , and communicate with financial specialists . It is designed specifically for those who are responsible for financial management , budgeting , and forecasting in their firms or organizations . May 19 , 9am-5pm , Vancouver June 20 , 9am-5pm , Surrey July 6 , 9am-5pm , Victoria
Business Valuations : Introduction This seminar will give participants practical insights into business valuation principles and practices . Participants will learn about valuation tools ( such as multiples and discounted cash flow ) and learn how to apply these tools to business case studies . The course will be particularly valuable to members in industry and to practitioners with limited to no valuation experience . May 26 , 9am-5pm , Vancouver
WEALTH MANAGEMENT Personal Investing This seminar will give you the knowledge needed to properly manage your own investments , whether directly or with the help of an adviser . It will also assist you in offering investment advisory services to your clients . June 15 , 9am-5pm , Vancouver
Estate and Financial Planning for Private Business Owners This full-day seminar will expose external and internal advisers to experts in tax , life insurance , pensions , and employee benefit programs . It will look at how these areas of practice relate to private businesses , including family-owned businesses . This is an intermediate seminar designed to enable CPAs working in public practice , working as CFOs , and working as internal advisers in other areas to assist private business owners with their financial and estate planning . June 21 , 9am-5pm , Vancouver
TAXATION Income Tax Planning Refresher for Personal Tax This is a refresher seminar for those of you who want to refresh your knowledge of personal tax , trusts , and partnerships . At the end of the two-day course , you ’ ll have a good understanding of the latest tax rules and insight into planning opportunities related to individuals , partnerships , and trusts . Note : In terms of content , there is some overlap between this seminar and the one-day seminar Tax Returns – Personal . June 2-3 , 9am-5pm , Vancouver
Tax for Controllers Small , growing , and mid-sized companies face a broad range of tax and related compliance issues , and the penalties and tax costs for failing to meet these compliance requirements can be severe . Without an in-house tax department , the responsibility for these areas usually falls on the controllers . This seminar will help controllers of private companies stay current on an array of tax and related compliance issues . Items will be covered at a general level , with specific examples , cases , and practical problems provided . June 22-23 , 9am-5pm , Vancouver
EXECUTIVE PROGRAMS FOR SPRING / SUMMER 2016 CFO ’ s Leadership Program May 11-14 | Manteo Resort Kelowna CFO ’ s Operational Skills Program May 15-18 | Manteo Resort Kelowna Controller ’ s Operational Skills Program June 15-18 | Westin Whistler Resort Controller ’ s Management Program June 19-22 | Westin Whistler Resort
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