Workshops
CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
Upcoming Events
T1 Workshop Series: Tax Tune-Up - Federal/Ontario Legislation - February 4 & 6, 2025
WorkshopsFebruary 4, 2025 to February 6, 2025
A T1 Workshop Series: Unleash your tax expertise and help clients navigate the complex world of investments and taxes with Allan Loiselle's Tax Tune-Up workshop.
CPD Units: 6
BC Langley/Fraser Valley - Regional Meeting - Xero-ing in on your bookkeeping efficiencies - Hybrid
Regional MeetingsFebruary 4, 2025
Join the Langley/Fraser Valley regional network for an evening of mingling and a presentation on incorporating apps and automation to increase your efficiencies and improved workflows, as well as how you can leverage reporting to have better conversations with your clients!
CPD Unit: 1
Collaboration Corner
Collaboration CornerFebruary 5, 2025
Join us for Collaboration Corner, an ongoing member-to-member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest.
More Details Register NowAB Calgary - Regional Meeting - Bookkeeping Meets Strategy: Partnering with CFO Services for Client Success - In Person
Regional MeetingsFebruary 10, 2025
Join the Calgary regional network for an evening of networking and a presentation on partnering with CFO services.
CPD Unit: 1
BC Victoria - Regional Meeting - Bookkeeper Workflow with Dext - In Person
Regional MeetingsFebruary 10, 2025
Join the Victoria regional network for an evening of networking and a presentation on workflows with Dext.
CPD Unit: 1
T1 Workshop Series: Tax Tune-Up - Federal/Alberta & BC Legislation - February 11 & 13, 2025
WorkshopsFebruary 11, 2025 to February 13, 2025
A T1 Workshop Series: Unleash your tax expertise and help clients navigate the complex world of investments and taxes with Allan Loiselle's Tax Tune-Up workshop.
CPD Units: 6
Manitoba - Regional Meeting - Partnering for Success: Small Strategic Changes, Big Financial Gains - Hybrid
Regional MeetingsFebruary 11, 2025
More Details Register NowWebinar: How to Create Compelling Social Media Pieces That Practically Sell Themselves
WebinarsFebruary 12, 2025
In this engaging presentation, you'll learn the latest techniques for creating and posting news and insights on Facebook, Instagram, YouTube, LinkedIn, and TikTok. Discover how to transform your posts into compelling marketing and sales pieces that effectively showcase your unique brand and client experience.
CPD Unit: 1.5
ON Ottawa - Regional Meeting - Love, Laughs, and Ledgers: A Glow-in-the-Dark Valentine’s Mini Putt Night - In Person
Regional MeetingsFebruary 12, 2025
More Details Register NowT1 Workshop Series: Tax Tune-Up - Federal/Ontario Legislation - February 18 & 20, 2025
WorkshopsFebruary 18, 2025 to February 20, 2025
A T1 Workshop Series: Unleash your tax expertise and help clients navigate the complex world of investments and taxes with Allan Loiselle's Tax Tune-Up workshop.
CPD Units: 6
ON Barrie - Regional Meeting - All things Payworks - In Person
Regional MeetingsFebruary 18, 2025
Please join the Barrie regional network for an evening of networking and a presentation on all things Payworks!
CPD Unit: 1
ON Toronto - Regional Meeting - Bookkeeping Efficiencies: Where we'd focus on leveraging AI and apps to increase efficiencies - In Person
Regional MeetingsFebruary 18, 2025
Join the Toronto Regional Network for an evening of networking and connection, as well as a presentation on Bookkeeping Efficiencies hosted by Xero.
CPD Unit: 1
Webinar: Are you covered? How Errors & Omissions (Professional Liability) Insurance Protects You
WebinarsFebruary 19, 2025
How much do you know about the risks and liabilities associated with your work as a bookkeeper? Join BMS Canada as they review and discuss the coverage available through the CPB Canada Liability Insurance Program and how this responds to protect you.
CPD Unit: 1
AB Edmonton - Regional Meeting - Managing Stress and Boosting Energy: A Guide to the Four Pillars of Health - Hybrid
Regional MeetingsFebruary 19, 2025
Join the Edmonton regional network for an evening of connection, fun and learning about Managing Stress and Boosting Energy.
CPD Unit: 1
AB Lethbridge - Regional Meeting - Aloha!! - In Person
Regional MeetingsFebruary 20, 2025
Join the Lethbridge Regional Network in person for a luau-themed winter pick-me-up!
More Details Register NowBC Langley/Fraser Valley - Regional Meeting - The Leadership Trinity: A Framework for Creating Balanced Leaders - Hybrid
Regional MeetingsMarch 4, 2025
Join the Langley/Fraser Valley regional network for an evening of mingling and a presentation on creating balanced leaders!
CPD Unit: 1
New Member Orientation: Get the Most Out of Your Membership!
WebinarsMarch 4, 2025
Whether you're a brand-new member or an existing member looking for a refresher, this interactive webinar will equip you with everything you need to maximize your membership and get involved in our community.
More Details Register NowCollaboration Corner
Collaboration CornerMarch 5, 2025
Join us for Collaboration Corner, an ongoing member-to-member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest.
More Details Register NowWebinar: Mastering Client Experience: Actionable Steps to Delight Clients and Streamline Business
WebinarsMarch 12, 2025
Clients may not remember what you did, but they’ll always remember how you made them feel. It’s time to elevate your client experience and watch as your reputation, revenue, and business longevity soar to new heights.
CPD Unit: 1
AB Calgary - Regional Meeting - Setting Boundaries in the Workplace: A Guide for Bookkeepers - In Person
Regional MeetingsMarch 17, 2025
Join the Calgary regional network for an evening of networking and a presentation on setting boundaries in the workplace!
CPD Unit: 1
Webinar: Attracting and Closing Quality Bookkeeping Clients (Sponsored by PaymentEvolution)
WebinarsMarch 19, 2025
Learn to transform your bookkeeping practice with proven strategies for attracting and retaining high-quality clients.
CPD Unit: 1
Webinar: From One To Many
WebinarsApril 2, 2025
How to go from solopreneur to a profitable, engaged team that delivers services the way you would so that you can enjoy more freedom and build your wealth.
CPD Unit: 1.5
BC Langley/Fraser Valley - Regional Meeting - British Columbia’s Provincial Sales Tax - Hybrid
Regional MeetingsMay 6, 2025
Join the Langley/Fraser Valley regional network for an evening of mingling and a presentation on British Columbia’s Provincial Sales Tax.
CPD Unit: 1
Webinar: Microsoft 365 Business Suite: Streamline Your Workflows and Automate Your Business Processes
WebinarsMay 14, 2025
Microsoft 365 Business offers twelve powerful tools that can help you reduce your dependence on external integrations while keeping your data secure. Join us as we explore these tools and how they can improve your business's efficiency and profitability.
CPD Unit: 1
New Member Orientation: Get the Most Out of Your Membership!
WebinarsMay 27, 2025
Whether you're a brand-new member or an existing member looking for a refresher, this interactive webinar will equip you with everything you need to maximize your membership and get involved in our community.
More Details Register NowWebinar: How to Choose the Right Integration App for Your E-Commerce Clients
WebinarsJune 18, 2025
In this session, we will teach you how to choose the right integration app so that your client's e-commerce platform and payment gateway sales are automatically posted to your bookkeeping software.
CPD Unit: 1
Webinar: The Bilingual Bookkeeper: Learn How to Speak Fluent Non-Profit!
WebinarsJuly 16, 2025
This webinar explains how nonprofit accounting differs from for-profit, focusing on net assets instead of equity. You'll learn key differences, understand their significance, and improve your ability to support nonprofit clients.
CPD Unit: 1