Excel: Financial Models and Analysis (bring your own laptop)
CGA-BC PD Seminar
Date: Friday, May 31, 2013
Cost: Member: $407 + tax; Non-member $488 + tax; 7 CPD hours
Location: Sheraton Guildford Hotel, Surrey
Speaker: Richard Jang, BCom, DipIT, MCP, CGA
Level - Advanced
Excel provides an outstanding toolset for financial modeling and analysis. This seminar will provide you with the skills and practice for financial management and decision-making using Excel.
Who Should Attend
This seminar is designed for CGAs, students, accounting and business professionals wanting to improve their skills using Excel for financial reporting and analysis.
Benefits of Attending
Gain valuable hands-on experience to create working financial models for reporting and analysis with Excel.
We will start with the ‘best practices’ for building solid excel models and use audit tools to ensure its integrity. Forecasting and ‘what-if’ scenarios are next as we use Excel’s formulas and functions to help making decisions under uncertainty. We will finish by seeing how Pivot Tables, Executive Dashboards and Business Intelligence Tools can be effectively used to present information.
Good working knowledge of Microsoft Excel 2007 or 2010
* This seminar qualifies for the ‘Certificate of Achievement in Excel’. Please note: All six Excel workshops must be completed to receive certificate.
Posted by - April 17, 2013 (0) Comment
Volunteers from the CGA-BC Richmond/South Delta Chapter presented the fourth delivery to the Richmond Food Bank since last October (raising over 700 items). Thanks for the immense support from their fellow Certified General Accountants attending the Chapter PD seminars.
CGA-BC Richmond/South Delta Chapter has been working with the Richmond Food Bank for the past two years. The Chapter volunteers participated in organizing and stacking shelves of donated items in May 2012 and initiating the food drives since October last year, which have been a tremendous success in promoting awareness of supporting other people in need. Starting in the fall of 2012, the Chapter has encouraged CGA members and students to bring non-perishable food items when attending professional development seminars.
As of March 1, 2013, the Chapter has collected more than 700 food items and organized the deliveries to the Food Bank. CGA-BC RSD Chapter has been helping the Food Bank for years now, and will continue to look for more opportunities to support our local communities.
Posted by - April 16, 2013 (0) Comment
CGA Richmond / South Delta Chapter PD Seminar
Reward & Risk—A Walk Through the Financial Headlines
Date: Saturday, June 15, 2013
Time: Registration & Buffet Breakfast: 8:00 am - 9:00 am
Seminar: 9:00 am - 12:00 pm
Location: Executive Airport Plaza Hotel
7311 Westminster Hwy,
3 CPD Hours
($2 from each registration is donated to CGA-BC Educational Foundation
in support of CGA students and members in financial needs.)
What a difference we see since we last met! Join us for a great Saturday breakfast and take a walk through some recent financial headlines with CGA Karen Horcher as we explore major financial changes and how our financial world is evolving amidst upheaval. We will discuss some of the more interesting developments and what they may mean for financial markets, business, and potentially ourselves. A selection of headlines, from ongoing developments in the world of capital markets to ramifications arising from the global financial crisis, will be reviewed. The seminar is intended for generalists and those with an interest in current events.
Speaker: Karen Horcher, CFA, CGA
Karen Horcher provides management consulting and training in treasury and risk management to multinational corporations, governments, and major financial institutions. With a background in trading, she has worked with organizations to mitigate portfolio risk, streamline financial processes, and support management and boards of directors.Karen is a CGA and holds a CFA designation, and she is a frequent lecturer and facilitator on related financial topics.
Photography and Video
As part of our coverage of CGA-BC events, participants may be videotaped, photographed and/or quoted, with or without attribution. If you object to being photographed or videotaped, please let one of the organizers know.
Chapter Newsletter and RSS Feed
Please follow the link http://blogs.cga-bc.org/richmondsd/ for more info on future PD seminars and Chapter events of CGA-BC Richmond/South Delta Chapter.
To automatically receive updates from The Monitor, Chapter Newsletter, please provide your email address through this link Get The Monitor delivered by email.
Ongoing professional development is a core value of CGA; it is key to our individual and collective professional success.
The January 31 deadline for reporting your professional development activities for the 2012 calendar year is rapidly approaching. You can report your hours at any time before then. Activities must be completed by December 31, 2012 in order to be eligible for the 2012 reporting year. We recommend that members complete approximately 20 verifiable and 20 non-verifiable hours per year in order to achieve the 120/60 hour requirement by the end of the three-year rolling cycle. The four-hour ethics requirement must also be completed once per each three-year cycle.
Please note: Members are required to report even if they have not completed any hours. Members who have not completed any CPD hours in a given year are required to file a NIL report by the January 31 deadline.
If you have attended CGA-BC sponsored professional development seminars, the CPD hours will automatically have been set up on your CPD record; however, you must enter your own CPD hours for Chapter PD seminars and CGA-Canada’s PD Net online courses.
Report your CPD by selecting the Report CPD link on the Member Services Login page.
Posted by - August 10, 2012 (0) Comment
Join us for two exciting evenings of Lions Football at the new BC Place Stadium!
Sunday, August 19 at 4:00PM vs Saskatchewan Roughriders
Saturday, September 15 at 4:00PM vs Toronto Argonauts
|Touchdown End Zone||$33|
To purchase your tickets, call Sharon at BC Lions (604) 930-5453 or email at email@example.com
CGA-BC’s Conference 2012 promises to be one of the best events ever put on by the Association.
With a host of professional speakers, 19 PD seminars, the AGM, our awards banquet and gala, Friday fun night, and one of the largest tradeshows in B.C. accounting, it’s all hands on deck for CGA-BC staff and the Conference Committee.
At Conference, volunteer participation spells the difference between an event and a truly memorable occasion.
To help make Conference 2012 the success you’ve come to expect, please join us as a volunteer. There is no shortage of fun opportunities—from working the registration desk and welcoming your colleagues to PD seminars to staffing the hospitality suite in the evening. In addition to generating goodwill and getting the behind-the-scenes view, you will receive an exclusive volunteer Conference golf shirt. Better still you will make friends and have a great time.
To find out how you can help, email volunteer coordinator Angela Trif.
Posted by - July 12, 2012 (0) Comment
Red tape reduction, taxation and CRA to be high on agenda.
CGA-BC and CGA-Canada are pleased to inform you that Cathy McLeod, Parliamentary Secretary for the Minister of National Revenue, has extended an invitation to B.C. CGAs to private meetings on Thursday, July 26 in Victoria, and Friday, July 27 in Vancouver, to discuss matters of interest to the profession. Specifically, Ms. McLeod would like to hear from CGAs on topics such as red tape reduction, taxation and issues relating to the Canada Revenue Agency.
Both meetings will run as morning round table sessions from 10 am to 12 noon. The Vancouver meeting will be moderated by Al Botteselle, CGA, of Galloway Botteselle & Company; the Victoria round table will be moderated by Charlotte Hoggard, CGA, of T. Charlotte Hoggard Inc.
This is a rare opportunity; the meetings will be for CGAs only and seating is limited.
Ms. McLeod has been the MP for Kamloops-Thompson-Cariboo since 2008. She currently sits on the Standing Committee on Finance and is a former member of the Red Tape Reduction Commission. Prior to entering federal politics, Ms. McLeod was mayor of Pemberton and a director for the Squamish-Lillooet Regional District. She also worked as a registered nurse and managed several health care centres.
Thursday, July 26, 2012
Friday, July 27, 2012
Hotel Grand Pacific
Pan Pacific Hotel Vancouver
The following are a few of the questions that will be discussed:
• If you were in charge, what would you change about the way the CRA interacts with businesses?
• Do you do your business with the CRA online? If not, could you share some of your reasons for not
• How can we improve or facilitate the most time-consuming aspects of filing with the CRA?
• What would be the most effective and efficient way for businesses to communicate with the CRA?
If you’d like to join us and make your views known to the Parliamentary Secretary, please email your RSVP to Julianne Elkington or call (613) 751-3721 by Friday, July 20.
Posted by - June 19, 2012 (0) Comment
Date: Sunday, July 1, 2012
Time: Four-hour shift (time to be advised)
Location: Steveston Village, Richmond
The Richmond/South Delta Chapter of CGA-BC is inviting CGA members and students to volunteer as a group for the Ships to Shore Steveston 2012 Event. For detailed information, please visit http://www.richmond.ca/__shared/printpages/page11290.htm. This event, which relives the days when Steveston Village was a major port-of-call for fleets of sailing ships from around the world, is taking place at The Gulf of Georgia Cannery National Historic Site in Steveston Village on Sunday July 1, 2012.
The volunteer positions that currently are available to us would be either the Dock Entrance/Exit Control, Gangplank Gatekeeper or Crowd Control. The shift is 4 hours, exact time to be advised.
If you are interested in helping out and being a part of this fun volunteer activity on Canada Day please respond ASAP to firstname.lastname@example.org. Please put CGA Volunteer in the subject line so that your email will not be deleted unopened.
Easter Seals 24 Hour Relay (For the Kids)—
June 16 and 17 at Swangard Stadium
Last year the CGA Running Team was again tops in the Accounting and Finance Division, for most dollars raised and for most miles run. Now, in 2012, we are poised to break the $225,000 fundraising mark.
Money raised goes to the BC’s Easter Seal Camps to help kids with special needs enjoy specially equipped and staffed Easter Seal camps.
Funding also goes to:
§ Easter Seals houses in Victoria, Vancouver and Prince George
§ Easter Seals bus transportation in communities all over B.C.
§ Patient care grants for therapeutic equipment, prosthetics, transportation and accommodation
§ Bursaries and scholarships for students with disabilities.
Last year the Relay raised $1,000,048 to accomplish this. See the 24HourRelay for great pictures, videos, and to donate online to our team.
Will you join us this year?
The weekend will be a tremendously rewarding and fun experience. When you see the smiles on the kids you’ll be glad you did!
For more information, please call:
Gary Mah, CGA, at (604) 254-2825 (h), (604) 990-2438 (w), or
Ted Prutton, CGA, at (604) 584-1828 (h), (604) 525-8826 (w).
Practitioners, you are invited to attend the inaugural CGA-BC Practitioners Symposium on May 25-26, 2012, at The Westin Wall Centre, Vancouver Airport in Richmond, B.C. This event will begin with a wine and cheese networking reception on Friday evening (May 25), followed by a full day of keynote presentations and breakout sessions on Saturday (May 26).
The Symposium’s keynote speakers are:
Ronald J. Baker, who will present ‘Trashing the Timesheet’
Ron is the founder of VeraSage Institute, a leading think tank for professional knowledge. He is a frequent speaker, writer, and educator, and his self-proclaimed mission is: “to once and for all bury the billable hour and time sheet.”
David Cottle, who will present ‘How Much Do You Really Earn?’
David is an internationally-recognized Certified Public Accountant who works primarily with professional firms to improve their profitability, growth, and management. For more than 20 years, Dave has studied management and marketing techniques to determine which were successful - and which were not.
A few of the Symposium’s breakout sessions that can improve your practice include:
• “Smart” Checklists for your Review and Compilation Engagements
• Staring at the Bark - How to Train Staff to See the Big Picture
• Systems to Support Your Practice
• Get New Clients and Keep Them For Life!
• Value Pricing
• Best Practices Panel
You can register to attend the Friday reception and the full day of seminars for an all inclusive price of $447 (HST included, $536 for non-members). Please note that our registration system indicates this price next to each seminar but you will only be charged once. If you wish to attend only the Friday reception, you can do so for a cost of $50.
You can visit the 2012 Practitioners Symposium area of the CGA-BC Website for additional information about session descriptions, speaker bios, hotel information, and registration. If you have any questions, or to register for this event, please contact Anita Fortune at email@example.com.