First CPABC Annual Public Practice Meeting Features CPA Canada CEO
All public practitioners are invited to the inaugural CPABC Annual Public Practice Meeting taking place during the CPABC Fall Leadership Conference in Victoria. Join us on Thursday, September 18 from 9:00 am to noon for this event.
Our keynote speaker will be Kevin Dancey, FCPA, FCA, CEO of CPA Canada. We are delighted that Mr. Dancey, with his extensive background in public accounting, is able to join us and share his insights into how public practice is evolving in the new CPA world.
This will be followed by additional informative presentations and opportunities for roundtable discussion on key public practice issues.
Join us for an interesting and interactive morning of knowledge and networking.
CGA-Canada Public Practice Manual
CGA-Canada has confirmed that the invoice received for the CGA-Canada Public Practice Manual dated May 1, 2014 is a full year subscription that includes a November 2014 update and monthly tax newsletters up to the April 2015 publication.
CGA-Canada at this time has not commented on what will happen post April 2015 or whether the online version of the Public Practice Manual will continue to be made available after April 2015. Members who usually only purchase an online subscription may wish to consider purchasing the 2014/2015 CD prior to April 2015 in order to ensure continued access to the CGA-Canada Public Practice Manual during the time of transition to CPA Canada.
Merger Update - Frequently Asked Questions
CGA-BC is pleased to provide answers to Frequently Asked Questions that members may have about the coming merger and the creation of the Chartered Professional Accountants of BC (CPABC). This FAQ will be updated as new questions come in to us.
Personal Counselling Services for Practitioners
Practitioners may find that public practice can be an extremely stressful occupation. And the stress of practice can sometimes be exacerbated by personal issues such as family concerns, health problems or substance dependency. To assist with these challenges, all members are being given the opportunity to participate in counselling services provided by PPC Canada (Optum Health Services Canada) Employee and Family Wellness.
These benefits are described on the CPABC website.
Discussion Board: PeerTalk
CGA-BC members have an online resource—their peers. CGA-BC has a discussion board, PeerTalk, for members to share queries and answers on professional issues.
PeerTalk’s initial forums have been focused on our public practitioners with three forums: tax, practice management, and accounting.
Members are required to log in (using their existing CGADirect password) and they will be identified in the discussion groups by their first (preferred) name and last names. Moderating the real-time comments will be Don Goodison, FCGA.
To access the discussion board, click on the PeerTalk button found on the right of this screen. Subscriptions to PeerTalk are available via RSS feed or email.
Guidance Bulletin for Practitioners – Using or Acting as a Third-party Service Provider
CGAs have a responsibility to comply with professional standards for all professional services performed in their firm’s name. Of particular importance are the requirements of the CGA Code of Ethical Principles and Rules of Conduct as well as federal and provincial privacy laws that govern the treatment of personal information, CGA-Canada’s Public Practice Manual and the CICA Handbooks.
The CGA-Canada Guidance Bulletin outlines the key issues that arise when using or acting as a third-party service provider. It provides assistance to practitioners who use service providers, such as contractors, in delivering professional services to their clients.
The Guidance Bulletin "Using or acting as a third-party service provider" is an extract from the CGA-Canada Public Practice Manual, Practitioner Advice, Guidance Bulletins © 2005 CGA-Canada. Reproduced with permission.
What’s in a Name? A Guideline for Practitioners on the Use of Firm Names
When choosing a name for your public practice firm, it is required that the firm name clearly indicates the nature of the business structure; i.e., whether the firm is a sole proprietorship, general partnership, LLP or part of a network firm. This guideline discusses the correct use of the plural in firm names, what to avoid when marketing a single-owner firm that is part of a network, and examples of appropriate firm names for different ownership structures. See the Guideline.
As part of our culture of ethical support, CGA-BC appoints a Member Advisor, someone who can have protected confidential discussions or act as a “sounding board” for members or students who find themselves in situations of potential ethical concern. Recognizing the fact that this role presents unique challenges, CGA-BC has taken the important step of appointing a member of the Law Society of BC as the Member Advisor for members and students needing ethical advice relating to our Code.
Learn about the role of the Member Advisor and how to contact him.