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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 Meetings

March 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

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Webinar: When clients ask for more: Strategies for managing out of scope work (Sponsored by Ignition)

Webinars

March 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

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BC Langley/Fraser Valley - Regional Meeting - Round Table Discussion on Scope Creep - In Person

Regional Meetings

April 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.

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Webinar: Canada / US bookkeeping - Differences Bookkeepers Should Know

Webinars

April 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

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MB Winnipeg - Regional Meeting - Update from Intuit Canada - Virtual

Regional Meetings

April 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.

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AB Calgary - Regional Meeting - Cyber Security and Why it Matters for Bookkeepers - In Person

Regional Meetings

April 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

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AB Edmonton - Regional Meeting - The 3 Step Process to Take Your Business to the Next Level - In Person

Regional Meetings

April 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

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BC Langley/Fraser Valley - Regional Meeting - Round Table Discussion - Bring Your Own Conundrums to the Table - In Person

Regional Meetings

May 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!

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Webinar: Challenging 5 Common Assumptions When Selling or Buying A Practice (Sponsored by Poe Group Advisors)

Webinars

May 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.

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GST/HST Seminar Series #1 - Introduction for Charities and Non-profit Organizations (NPOs)

Workshops

May 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

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Webinar: Graceful Ending - Disengaging Clients

Webinars

May 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

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

May 17, 2023

Join us for an evening of networking and professional development. Topic TBD..

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GST/HST Seminar Series #2 - Introduction for the “for-profit” sector

Workshops

May 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

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Webinar: Ethics Part One: Introduction to Ethics and How Ethical Behaviour Is Such An Important Part Of Our Careers!

Webinars

May 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

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BC Langley/Fraser Valley - Regional Meeting - Quotio - The Cost Effective System To Price Bookkeeping & Accounting Services - In Person

Regional Meetings

June 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

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Webinar: The Importance of Good Work Design to Prevent Injury and Optimize Work

Webinars

June 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

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AB Calgary - Regional Meeting - Don't wait till year-end: Employee Taxable benefits are important year-round! - In Person

Regional Meetings

June 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

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

June 21, 2023

Join us for an evening of networking and professional development. Topic TBD.

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GST/HST Seminar Series #3 - Exports – services, intangibles, and goods (zero-rated exports)

Workshops

June 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

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Webinar: Ethics Part Two: What to Do When You Find Yourself Facing An Ethical / Moral Dilemma

Webinars

June 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

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Webinar: Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More

Webinars

July 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

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

July 19, 2023

Join us for an evening of networking and professional development. Topic TBD.

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GST/HST Seminar Series #4 - Input Tax Credits (ITCs) – for the for-profit sector, including Capital Properties

Workshops

July 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

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

August 16, 2023

Join us for an evening of networking and professional development. Topic TBD.

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

September 13, 2023

Join us for an evening of networking and professional development. Topic TBD.

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Webinar: Non-Profit Bookkeeping: Do You Know The Difference?

Webinars

October 11, 2023

There are many nuances to bookkeeping in the non-profit world that makes our jobs interesting!
CPD Units: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

October 18, 2023

Join us for an evening of networking and professional development. Topic TBD.

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BC Langley/Fraser Valley - Regional Meeting - Wagepoint - Payroll Year-Ends - In Person

Regional Meetings

November 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

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GST/HST Seminar Series #5 - Audits & Examinations plus Books & Records

Workshops

November 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

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Webinar: How to Build Relationships with Accountants & Wow your Accountant

Webinars

November 15, 2023

You will hear from two speakers in this webinar on engaging and connecting with accountants.
CPD Units: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

November 15, 2023

Join us for an evening of networking and professional development. Topic TBD.

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

December 13, 2023

Join us for an evening of networking and professional development. Topic TBD.

More Details Register Now