Workshops
CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
Upcoming Events
BC Vancouver - Regional Meeting - An Overview of Wagepoint - In Person/Virtual
Regional MeetingsMarch 28, 2023
Join us for a Wagepoint presentation which will include an overview of Wagepoint payroll software, partnership benefits and onboarding support, with guests: Melyssa Bohbot and Kelly Lowen. Registration required.
CPD Unit: 1
Webinar: When clients ask for more: Strategies for managing out of scope work (Sponsored by Ignition)
WebinarsMarch 29, 2023
Clients regularly ask tax professionals to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!
CPD Unit: 1
BC Langley/Fraser Valley - Regional Meeting - Round Table Discussion on Scope Creep - In Person
Regional MeetingsApril 4, 2023
Join us in a round table discussion as we talk about Scope Creep. The goal of this focused meeting is to provide tools on how to effectively discuss and price for items that are not in the original scope of work.
More Details Register NowWebinar: Canada / US bookkeeping - Differences Bookkeepers Should Know
WebinarsApril 5, 2023
While remote work is blurring borders and minimizing the importance of work location, there still is a very distinct country on the other side of the 49th parallel.
CPD Units: 1.5
MB Winnipeg - Regional Meeting - Update from Intuit Canada - Virtual
Regional MeetingsApril 5, 2023
Join us for a virtual regional network meeting, welcoming Cheryl Manmohan of Intuit Canada who will be discussing upcoming Intuit events. She will also be gathering feedback and answering questions.
More Details Register NowAB Calgary - Regional Meeting - Cyber Security and Why it Matters for Bookkeepers - In Person
Regional MeetingsApril 17, 2023
Our presenter, Allan Sy of One Piece IT, will lead us through cyber security considerations that we have in our bookkeeping practices and share how having great processes in place can help us meet and exceed standards to ensure our clients’ information is kept safe and secure to prevent losses to our bookkeeping businesses.
CPD Unit: 1
AB Edmonton - Regional Meeting - The 3 Step Process to Take Your Business to the Next Level - In Person
Regional MeetingsApril 19, 2023
Attend the Ultimate Goal Achievement Event: The 3 Step Process to Take Your Business to the Next Level.
Learn how to get the results you want and know are within you! Presented by Lori-Ann Muenzer Olympic Cycling Gold Medalist!
CPD Unit: 1
BC Langley/Fraser Valley - Regional Meeting - Round Table Discussion - Bring Your Own Conundrums to the Table - In Person
Regional MeetingsMay 2, 2023
Join us in a group discussion as we bring our own conundrums to the table. Bookkeeping and Payroll aren't always easy to navigate when you're a solopreneur. We as a collective group of accounting professionals have all the answers! This is the time to bring your questions!
More Details Register NowWebinar: Challenging 5 Common Assumptions When Selling or Buying A Practice (Sponsored by Poe Group Advisors)
WebinarsMay 3, 2023
Join the Poe Group Advisors Team to learn about 5 common assumptions that sellers and buyers can make when selling or buying a practice.
More Details Register NowGST/HST Seminar Series #1 - Introduction for Charities and Non-profit Organizations (NPOs)
WorkshopsMay 4, 2023
Do you know the GST/HST differences between Charities & Non-profit Organizations?
Have you wondered if you have missed claiming back all eligible GST/HST amounts?
Would you like to learn how to avoid the most common GST/HST errors?
CPD Unit: 1.5
Webinar: Graceful Ending - Disengaging Clients
WebinarsMay 17, 2023
It’s time to say goodbye to a client. And no matter the reason for the goodbyes, a graceful ending is always in order.
CPD Units: 1
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsMay 17, 2023
Join us for an evening of networking and professional development. Topic TBD..
More Details Register NowGST/HST Seminar Series #2 - Introduction for the “for-profit” sector
WorkshopsMay 30, 2023
Did you know that GST/HST legislation can apply differently from sector to sector?
Are you aware of the various GST/HST rules which impact the for-profit sector?
Would you like to learn about the fundamentals of GST/HST?
CPD Unit: 1.5
Webinar: Ethics Part One: Introduction to Ethics and How Ethical Behaviour Is Such An Important Part Of Our Careers!
WebinarsMay 31, 2023
In this webinar, we’ll explore what ethics is all about and how it intertwines with the decisions and choices in our work everyday and even our own personal lives. We’ll be reminded that ethics is always about doing the right thing and sometimes doing the right thing might prove to be challenging.
CPD Units: 1
BC Langley/Fraser Valley - Regional Meeting - Quotio - The Cost Effective System To Price Bookkeeping & Accounting Services - In Person
Regional MeetingsJune 6, 2023
Join us along with Phyllis Nachtigal, CPB as she presents Quotio - The Cost Effective System To Price Bookkeeping & Accounting Services.
This meeting will be focused on value and fixed pricing for bookkeeping and accounting services.
Stop questioning "what to charge" and start closing clients with Quotio!
CPD Unit: 1
Webinar: The Importance of Good Work Design to Prevent Injury and Optimize Work
WebinarsJune 14, 2023
Bookkeepers work in many different environments including dedicated offices, moving between multiple offices/locations, working from home or some combination of all these types.
CPD Units: 1
AB Calgary - Regional Meeting - Don't wait till year-end: Employee Taxable benefits are important year-round! - In Person
Regional MeetingsJune 19, 2023
Helping employees avoid tax surprises at year-end often boils down to how taxable benefits are managed throughout the year. Let's chat about how to include them in your regular workflows and how to properly set up the calculations in Wagepoint.
CPD Unit: 1
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsJune 21, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowGST/HST Seminar Series #3 - Exports – services, intangibles, and goods (zero-rated exports)
WorkshopsJune 27, 2023
Did you know that the GST/HST rate of tax to be charged is sometimes 0%?
Would you like to learn about when certain goods and services would be zero-rated?
CPD Unit: 1.5
Webinar: Ethics Part Two: What to Do When You Find Yourself Facing An Ethical / Moral Dilemma
WebinarsJune 28, 2023
We’ll look into the potential areas of practice in which you might find yourself facing a moment where you realize an ethical or moral dilemma exists. In this webinar, you'll soon discover that it is always better to be overprepared, attentive, cautious, and judicious in your professional interactions with clients.
CPD Units: 1
Webinar: Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More
WebinarsJuly 12, 2023
This session will explore basic blockchain bookkeeping issues and questions a bookkeeper may be asked with a focus on Crypto Currencies.
CPD Units: 1.5
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsJuly 19, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowGST/HST Seminar Series #4 - Input Tax Credits (ITCs) – for the for-profit sector, including Capital Properties
WorkshopsJuly 20, 2023
Do you know how to claim all available GST/HST Input Tax Credits (ITCs)?
Are you aware of how to avoid mistakes by overclaiming?
Do you correctly account for the differences between capital and operating claims?
CPD Unit: 1.5
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsAugust 16, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowAB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsSeptember 13, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowWebinar: Non-Profit Bookkeeping: Do You Know The Difference?
WebinarsOctober 11, 2023
There are many nuances to bookkeeping in the non-profit world that makes our jobs interesting!
CPD Units: 1.5
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsOctober 18, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowWebinar: Ethics Part Three: What Every Bookkeeper Needs To Know And Take To Heart When It Comes To Ethics
WebinarsOctober 25, 2023
More information coming soon!
CPD Units: 1
BC Langley/Fraser Valley - Regional Meeting - Wagepoint - Payroll Year-Ends - In Person
Regional MeetingsNovember 7, 2023
Come join us for this timely topic, payroll year-ends. As we all know, payroll has a lot of moving pieces which is why starting the reconciliation before the end of December will set you (and your clients) up for success. In this presentation, we will cover general best practices and demonstrate how to seamlessly process a payroll year-end in Wagepoint.
CPD Unit: 1
GST/HST Seminar Series #5 - Audits & Examinations plus Books & Records
WorkshopsNovember 7, 2023
Do you know want to know more about GST/HST audits and examinations?
Would you like to learn about what to expect?
Would you like to hear more about record-keeping for GST/HST?
CPD Unit: 1.5
Webinar: How to Build Relationships with Accountants & Wow your Accountant
WebinarsNovember 15, 2023
You will hear from two speakers in this webinar on engaging and connecting with accountants.
CPD Units: 1.5
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsNovember 15, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register NowWebinar: Ethics Part Four: Understanding What Lies Behind Unethical Behaviour And The Role Of Eternal Vigilance
WebinarsNovember 29, 2023
More information coming soon!
CPD Units: 1
AB Edmonton - Regional Meeting - Topic TBD - In Person
Regional MeetingsDecember 13, 2023
Join us for an evening of networking and professional development. Topic TBD.
More Details Register Now