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PROFESSIONAL DEVELOPMENTcpaquebec.ca/pd

INDEXOF TOOLS

DECEMBER

2018

TOP 10 TOOLS

WHAT ARE THE BENEFITS OF USING THE ORDER’S TOOLS? TYPES OF TOOLS

FEE SCHEDULE AND GENERAL INFORMATION

USER LICENCES

TABLE OF CONTENTS

CUSTOMIZED SERVICES

1 WHAT ARE THE BENEFITS OF USING THE ORDER’S TOOLS?

1 A + in your career Whether you are working in financial accounting, assurance, management

accounting or taxation, you will find tools adapted to your functions that will be a daily reference source and that will help you to perform better.

2 Practical and customized tools to help you fulfill your role

You are looking for examples of use? You would like to have access to detailed explanations to help you make the best decisions? You would like to know the best practices, trends and latest changes in a specific field? Our numerous tools will meet your needs.

3 Tools within your reach Maximize your time by consulting your tools directly in your file on the

Order’s website in real time and wherever you are.

4 Tools presenting the latest standards Consult our tools to stay abreast of the latest standards and to comply with

regulations and laws related to the CPA profession.

5 Possibility of using your Corporate passport or your CPA Promo to take advantage of the best prices

Most of the tools and licences are open to the passport concept and the CPA Promo.

2018-2019 I INDEX OF TOOLS I WhAT ArE ThE bENEFITS OF uSINg ThE OrDEr’S TOOLS? I 3

DIFFERENT TYPES OF TOOLS TO DEVELOP YOUR SKILLS2

reference guides use the reference guides to help you apply theory and learn about the

particularities of each competency or specific area of activity.

Model files You carry out audit, review or compilation engagements? Each model

file presents an example file for a fictitious entity, practical exercises and theoretical concepts for a specific sector.

Implementation models Consult the implementation models to help you transpose theoretical

concepts into your organization.Theoretical concepts required to carry out a specific professional activity are included in those models, as well as concrete examples in the form of exhaustive case studies.

Model financial statements Whether you are a CPA in business or in public practice, refer to the

model financial statements to view several distinct examples of financial statements with appropriate references to the CPA Canada Handbook as well as a brief analysis of the relevant accounting standards.

guides Consult the guides to learn more about some characteristics of a specific

subject.

Programs and checklists use the programs and checklists to guide you in the planning and execution

of various mandates such as assurance or taxation.

bulletins You can purchase annually a bilingual summary of the latest budgets and

receive them on the same day they are tabled. Available in PDF and Word format, they can be adapted to the colors of your organization.

Dictionaries Looking for the correct term? Our bilingual dictionaries will help you find

the right words thanks to detailed definitions. You will also find synonyms, variations, additional concepts and comparisons between different concepts and terms.

Participant’s manuals get the participant’s manuals offered in training activities to learn more

about a topic that interests you.

2018-2019 I INDEX OF TOOLS I DIFFErENT TYPES OF TOOLS TO DEvELOP YOur SkILLS I 4

FEE SCHEDULE AND GENERAL INFORMATION3Consult the description and fee schedule of the tool you are interested in for more details or request a quotation if the number of users exceeds the number allowed by the Order.

3 simple ways to purchase them:

à la carte with a Corporate passport

using the PDC of the CPA Promo

Terms and conditionsLearn more about our terms and conditions.

Member/client file

view the list of your tools and access their electronic version.

Electronic version

Available upon purchase and until the last day of the current professional development season

(August 31).

The electronic version of a tool is available in the member/client file of the buyer.

2018-2019 I INDEX OF TOOLS I FEE SChEDuLE AND gENErAL INFOrMATION I 5

USER LICENCES4To reproduce, print, modify, adapt or distribute a tool, you need the permission of the Order, unless the intended use is permitted.

3 types of user licences according to your needs

Limited use licence Unlimited use licence without adaptation

Unlimited use licence with adaptation

Individual use included with the purchase of a tool

Collective use Collective use

Available versions:PDF/paper

Word (programs and checklist only)

Available versions:PDF/paper

Word (programs and checklist only)

Available versions:Word

Choose the user licence that will best meet your needs!

Need to share, modify or adapt tools?

2018-2019 I INDEX OF TOOLS I uSEr LICENCES I 6

TOOLS5Choose tools according to your field of interest.

ACCOUNTING AND FINANCIAL REPORTING SELECTION OF TOOLS

ASSURANCE Bulletins

Dictionaries

Guides

Implementation models

Model files

Model financial statements

Participant’s manuals

Programs and checklists

Reference guides

Visit our website for a complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 7

TOOLS

Accounting and financial reporting

5Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Dictionaries

Guides

Model financial statements

Participant’s manuals

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 8

TOOLS

Assurance

Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Guides

Model files

Participant’s manuals

Programs and checklists

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

5

2018-2019 I INDEX OF TOOLS I TOOLS I 9

TOOLS

CPA’s functions and industry sectors

Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Participant’s manuals

See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

5

2018-2019 I INDEX OF TOOLS I TOOLS I 10

TOOLS

Financing and business cycles

Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Guides

Implementation models

Model files

Participant’s manuals

Programs and checklists

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

5

2018-2019 I INDEX OF TOOLS I TOOLS I 11

TOOLS

Governance, strategies and risk management

Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Dictionaries

Implementation models

Participant’s manuals

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

5

2018-2019 I INDEX OF TOOLS I TOOLS I 12

TOOLS

Optimization and the role of the CPA in other corporate functions

Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Reference guides

See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

5

2018-2019 I INDEX OF TOOLS I TOOLS I 13

TOOLS

Protection of the public and member services

5Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Participant’s manuals

See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 14

TOOLS

Skills and competencies of successful CPAs

5Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Participant’s manuals

See the complete list of tools >CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 15

TOOLS

Taxation, commodity taxes and personal financial planning

5Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Bulletins

Guides

Implementation models

Participant’s manuals

Programs and checklists

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 16

TOOLS

The organization’s finance function

5Choose from our selection of tools.

ACCOUNTING AND FINANCIAL REPORTING Tools available in this field of interest

ASSURANCE Guides

Implementation models

Participant’s manuals

Programs and checklists

Reference guides

See the complete list of tools >

CPA’S FUNCTIONS AND INDUSTRY SECTORS

FINANCING AND BUSINESS CYCLES

GOVERNANCE, STRATEGIES AND RISK MANAGEMENT

OPTIMIZATION AND THE ROLE OF THE CPA IN OTHER CORPORATE FUNCTIONS

PROTECTION OF THE PUBLIC AND MEMBER SERVICES

SKILLS AND COMPETENCIES OF SUCCESSFUL CPAs

TAXATION, COMMODITY TAXES AND PERSONAL FINANCIAL PLANNING

THE ORGANIZATION’S FINANCE FUNCTION

TOP 10

2018-2019 I INDEX OF TOOLS I TOOLS I 17

6 TOP 10

01. Model Financial Statements – Private Enterprises – Part II of the CPA Canada Handbook – Accounting

02. Sample letters for audit, review and compilation engagements

03. review engagement program – CrSE 2400

04. Checklist – Information gathering – Personal income taxes

05. Model Financial Statements – IFrS – Part I of the CPA Canada Handbook – Accounting (next update: January 2019)

06. Audit program – Private enterprises

07. Audit program – NFPOs

08. Model Financial Statements – Private sector NFPO – Part III of the CPA Canada Handbook – Accounting

09. reference guide – Practices in performance management (next update: spring 2019)

10. Compilation engagement program

Purchase your tools without

further delay!

2018-2019 I INDEX OF TOOLS I TOP 10 I 18

"Réduisez vos impôts": An essential companion to tax software

"Réduisez vos impôts": An essential companion to tax software

AN ESSENTIAL COMPANION TO TAX SOFTWARESpecial offer for CPAs coming soon. Stay tuned for future communications!

2018 EDITION COMING SOON

7 CUSTOMIZED SERVICES

Guidance on our products and serviceThe purpose of this service is to help you discover the full range of professional products and services available to CPAs. Let us make your life easier!

Technical references serviceDo you have questions about the CPA Canada Handbook accounting and assurance standards? We can help you! It’s easy and free!

Ethics references serviceDo you have questions about the Code of Ethics? Do you need guidance on a particular situation? It’s easy and free!

The floor is yours!help us better meet your needs by sending your suggestions and ideas at dp@cpaquebec.ca.

Our services are a complement to our tools and training activities.

2018-2019 I INDEX OF TOOLS I CuSTOMIzED SErvICES I 20

5, Place Ville Marie, bureau 800, Montréal (Québec) H3B 2G2T. 514 288.3256 1 800 363.4688 F. 514 843.8375

PROFESSIONAL DEVELOPMENT

A + IN MY CAREERcpaquebec.ca/pd