York District Chartered Professional Accountants' Association CPD Seminar 

IFRS/ASPE Update & Succession Planning

An informative CPD session on November 23, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Two speakers will present on the following topics:

Accounting Update: IFRS & ASPE
by Jane M. Bowen, FCPA, FCA, Senior Lecturer at the University of Ontario Institute of Technology

Jane will review recent and upcoming changes to the accounting standards which include:

• IFRS: Leases, Financial Instruments, and Revenue from Contracts with Customers
• ASPE: Subsidiaries, Interests in Joint Arragements, Investments
• ASPE for Not-For-Profit Organizations

Jane M. Bowen, FCPA, FCA has been involved in professional development and education for Members and students for many years. She currently lectures in financial accounting and audit at the University of Ontario Institute of Technology (UOIT) in Oshawa.  She authors, mentors authors, and presents courses in the CPA Ontario professional development program.  Jane also contributes to the following CPA Canada publications: Guide to Accounting Standards for Private Enterprises (GASPE) – a comprehensive publication that reviews each of the sections in Part II of the CPA Canada Handbook; and Guide to International Financial Reporting Standards in Canada.  Jane is currently the Chair of the CPA Canada Competency Map and often authors publications issued by CPA Canada’s Research Guidance and Support Group, addressing the implementation of new accounting and assurance standards.

Assembling a Multidisciplinary Team for Business Succession Planning
by Peter J. Merrick, BA, FMA, CFP, TEP, FCSI, Consultant at TheIceSolution.com .

The principal theme of this session is that developing a successful exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent your client.

Peter J. Merrick is a trust and estate practitioner and a consultant at TheIceSolution.com, an exit planning firm in Toronto. Peter has been a columnist for Lexisnexis' The Bottom Line for the past 17 years. He is the author of three LexisNexis text books: ASK - Advisors Seeking Knowledge, The TASK – The Trusted Advisor’s Survival Kit and The Essential Individual Pension Plan Handbook. He has also been a university instructor and a regular financial commentator for CTV News Network.

Proposed schedule: 

• 5:45 pm - Registration
• 6:00 pm - Dinner
• 6:45 pm - Presentation by first speaker
• 8:00 pm - Coffee break
• 8:15 pm - Presentation by second speaker
• 9:00 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.0 PD hours)

Registration ends at noon on Monday November 21, 2016.  Refunds will only be considered before this date.
Limited seating available.  Registration will be closed once maximum capacity has been reached.

Note: the promo code are for speakers only.

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