introduction to the cp awa y
play

INTRODUCTION TO THE CP AWA Y JENNIFER REED, CPA, CA ROBERT - PDF document

Mar 05, 2023 •127 likes •443 views

30/05/2017 INTRODUCTION TO THE CP AWA Y JENNIFER REED, CPA, CA ROBERT BRUCE, CPA, CA Introductions Jennifer Reed, CP A, CA jreed@cpacanada.ca 1 30/05/2017 Introductions Rob Bruce, CP A, CA rob@robertbruce.ca Who uses the CPA Way in

  1. 30/05/2017 INTRODUCTION TO THE CP AWA Y JENNIFER REED, CPA, CA ROBERT BRUCE, CPA, CA Introductions Jennifer Reed, CP A, CA jreed@cpacanada.ca 1

  2. 30/05/2017 Introductions Rob Bruce, CP A, CA rob@robertbruce.ca Who uses the CPA Way in their classroom? 2

  3. 30/05/2017 How do you add value when faced with a complex problem? Knowledge Is Not Enough T echnical CP A Enabling Management Financial Strategy & Professional & Problem Solving Communication Accounting Reporting Governance Ethical Behaviour & Decision Making Teamwork & Finance Taxation Self ‐ Management Audit & Leadership Assurance 3

  4. 30/05/2017 THE CPA WAY A methodical approach Communicate for addressing Conclude professional and Advise problems Analyze Major Issue(s) Assess the Situation CP A Mindset THE CPA WAY Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 4

  5. 30/05/2017 Components of the CPA Mindset Rules of Professional Conduct Enabling Competencies Integration Rules of Professional Conduct Objectivity Integrity and Due Care Competence Confidentiality Professional Behaviour 5

  6. 30/05/2017 CPA Enabling Competencies Professional & Ethical Behaviour Problem ‐ Solving & Decision ‐ Making Communication T eamwork & Leadership Self ‐ Management Integration Enabling T echnical Situation 6

  7. 30/05/2017 CPA Mindset: Levels of Competency Level C Level B Level A • Memorize & • Identify CP A • Thoroughly Link Obey Rules Mindset Issues CP A Mindset to Situations • Partially Link • Understand CP A Mindset to T erminology • Exemplify CP A Situations Mindset THE CPA WAY Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 7

  8. 30/05/2017 Preliminary Landscape Picture Three Stages in Assessing the Situation Stage 3: Plan Route Stage 2: Zoom In Stage 1: T ake a Snapshot 8

  9. 30/05/2017 Stage1: Taking a Quick Snapshot Stage2: Zooming in on Details of the Situation Major Issue(s) and Alternatives Decision Maker Goals/ Objectives Other Stakeholder Needs/ Preferences Constraints Professional Resources Other Key Situational Factors Other Relevant Information 9

  10. 30/05/2017 Examples of Situational Assessment Techniques Financial Analysis Materiality Assessment Risk Assessment Internal Environmental Scan External Environmental Scan Stage3: Planning the Detailed Work Route Identify Major Issues Choose Sequence for Addressing Major Issues Gather Additional Situational Information 10

  11. 30/05/2017 THE CPA WAY Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset Detailed Landscape Picture 11

  12. 30/05/2017 Elements of Analyzing an Issue C: Evaluate Information Quality B: Analyze Thoroughly A. Select & Apply Methods/T ools A. Select & Apply Technical Methods/Tools Management Finance Taxation Financial Strategy & Audit & Accounting Assurance Reporting Governance Quantitative Qualitative Correct Application RealisticAssumptions 12

  13. 30/05/2017 B: Analyze Thoroughly Integrate Situational Factors Integrate Across Competencies Retain Only Viable Alternatives Summarize Arguments Address Uncertainties C: Evaluate Information Quality, Including Sufficiency Information Source(s) Precision Key Assumptions Sensitivity Analysis Conflicting/Ambiguous Information Data Completeness, Validity, Reliability 13

  14. 30/05/2017 THE CPA WAY Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset Stages for Concluding and Advising Stage 3 • Provide Implementation Stage 2 Advice • Establish and Use Decision Criteria Stage 1 • Interpret Results 14

  15. 30/05/2017 Stage 1: Interpret Results Implications and Additional General Insights Guideline and Interpretation Quantitative or Qualitative Results Stage 2: Establish and Use Decision Criteria One ViableConclusion More Than One Viable Conclusion CP A Values Versus Other Criteria 15

  16. 30/05/2017 Stage 3: Provide Advice for Implementation Limitations of Recommendations Issues to Investigate Further Implementation Sequence Action Plan(s) and Timelines Team Assignments Change Managementand Other Issues Resources Needed THE CPA WAY Conclude Communicate and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 16

  17. 30/05/2017 SuccessfulCommunication Professional Writing Writing Mechanics Professional Organization T one and Format Audience Conciseness Orientation and Clarity 17

  18. 30/05/2017 THE CPA WAY Communicate Conclude and Advise Analyze Major Issue(s) Application of the CP A Way ACTIVITY 1- CHANG ESLACADEMY 18

  19. 30/05/2017 Chang ESL Academy Communicate Conclude and Advise Analyze Major Issue(s) Instructions: 1. Open the Chang ESL Case PDF (in examples folder) 2. For 15 minutes- Read the case 3. How does the CPA Way apply to this case? We will apply the CPA Way to the case and a sample response. 19

  20. 30/05/2017 THE CPA WAY ‐ MINDSET Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset THE CPA WAY ‐ ASSESS THE SITUATION Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 20

  21. 30/05/2017 Chang ESL ‐ Instructions: 1. Open the Chang ESL FR Sample response pdf. 2. Scan the response THE CPA WAY ‐ ANAL YZE THE ISSUES Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 21

  22. 30/05/2017 THE CPA WAY ‐ CONCLUDE AND ADIVSE Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset THE CPA WAY ‐ COMMUNICATE Conclude Communicate and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 22

  23. 30/05/2017 Application of the CP A Way ACTIVITY 2- MOGEN FLOWERS Mogen Flowers Communicate Conclude and Advise Analyze Major Issue(s) 23

  24. 30/05/2017 Mogen Flowers ‐ Instructions 1. Open the Mogen Flowers (Example #2) narrative 2. In your groups, apply the CP A Way THE CPA WAY ‐ MINDSET Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 24

  25. 30/05/2017 THE CPA WAY ‐ ASSESS THE SITUATION Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset THE CPA WAY ‐ ANAL YZE THE ISSUES Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 25

  26. 30/05/2017 THE CPA WAY ‐ CONCLUDE AND ADIVSE Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset THE CPA WAY ‐ COMMUNICATE Conclude Communicate and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset 26

  27. 30/05/2017 Application of the CP A Way EXAMPLE #3- MODERN FURNITURE Instructions: 1. Open the Modern Furniture Case PDF and the Modern Furniture Case Sample Response PDF 2. In your groups, assess the application of the CP A Way • Did the student properly asses the situation? • Was the analysis of the issue sufficient? • Did the student conclude and advise the client? • Did the student communicate effectively? 27

  28. 30/05/2017 Modern Furniture Communicate Conclude and Advise Analyze Major Issue(s) Assess the Situation CP A Mindset The CP AWay – Applied to group work 28

  29. 30/05/2017 TEAM CHALLENGE Communicate Conclude and Advise Analyze Major Issue(s) Conclusion: Knowledge Is Not Enough T echnical CP A Enabling Management Financial Strategy & Professional & Problem Solving Communication Accounting Reporting Governance Ethical Behaviour & Decision Making Teamwork & Finance Taxation Self ‐ Management Audit & Leadership Assurance 29

  30. 30/05/2017 Questions? Jennifer Reed, CP A, CA jreed@cpacanada.ca Communicate Conclude and Advise Rob Bruce, CP A, CA rob@robertbruce.ca Analyze Major Issue(s) Assess the Situation CP A Mindset 30

Recommend

INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION

INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION

TRAINING COURSE ON SOCIAL PROTECTION & FORMALIZATION TRINIDAD AND TOBAGO MARCH 15, 2017 INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION INTRODUCTION Design of the NIS Assistance from the

547 views • 23 slides
INTRODUCTION Introduction 2/42 INTRODUCTION Alternations I am giving bread to the

INTRODUCTION Introduction 2/42 INTRODUCTION Alternations I am giving bread to the

Patterns of variation in the expression of case and agreement Andrs Brny Leiden University Centre for Linguistics 9 November 2019, BaSIS Workshop a.barany@hum.leidenuniv.nl INTRODUCTION Introduction 2/42 INTRODUCTION

1.37k views • 42 slides
Introduction Introduction Introduction Introduction Outline Motivation Failures

Introduction Introduction Introduction Introduction Outline Motivation Failures

Introduction Introduction Introduction Introduction Outline Motivation Failures Definition and concepts Process and product properties Principles SE Approaches Motivation Software and the economy The economies of

1.03k views • 49 slides
Introduction Introduction Introduction Nationwide Cause for Concern 1

Introduction Introduction Introduction Nationwide Cause for Concern 1

Introduction Introduction Introduction Nationwide Cause for Concern 1 https://www.cdc.gov/std/stats17/infographic.htm Introduction Epidemiology in Western Colorado CPHE Surveillance Data Report, May 2018 Chlamydia Epidemiology in Western

977 views • 39 slides
DAQ introduction Purpose of this talk : (1) Introduction for those who have not been in every

DAQ introduction Purpose of this talk : (1) Introduction for those who have not been in every

DAQ introduction Purpose of this talk : (1) Introduction for those who have not been in every meeting (2) Some ideas of diagrams for section 7.1 (Introduction) of TP. Giles Barr 25 Jan 2018, Pembroke College On DUNE, the reality is there is a

474 views • 10 slides
INTRODUCTION cf. Schneider, Chapter 1 INTRODUCTION THEY ARE OUT TO GET YOU INTRODUCTION WHAT

INTRODUCTION cf. Schneider, Chapter 1 INTRODUCTION THEY ARE OUT TO GET YOU INTRODUCTION WHAT

ADVANCED COMPUTER SECURITY INTRODUCTION cf. Schneider, Chapter 1 INTRODUCTION THEY ARE OUT TO GET YOU INTRODUCTION WHAT IS SECURITY? A systems security policies describe What the system is supposed to do Store and provide access

479 views • 16 slides
Overview Introduction to SMIL Introduction to W3C and XML Introduction to SMIL

Overview Introduction to SMIL Introduction to W3C and XML Introduction to SMIL

Overview Introduction to SMIL Introduction to W3C and XML Introduction to SMIL Writing a SMIL file Adding Media Objects Martin Halvey Clipping media files January 2008 Timing and Synchronising Layout World Wide

387 views • 14 slides
14 Introduction Introduction Bad guys can put malware into Example: hosts

14 Introduction Introduction Bad guys can put malware into Example: hosts

Introduction Introduction source Encapsulation ISO/OSI reference model message M application segment H t H t M transport network datagram H n H n H t M presentation: allow applications to frame link H l H n H t M interpret

583 views • 4 slides
Previous Lecture Introduction to SMIL 2 Introduction to W3C and XML Introduction to SMIL

Previous Lecture Introduction to SMIL 2 Introduction to W3C and XML Introduction to SMIL

Previous Lecture Introduction to SMIL 2 Introduction to W3C and XML Introduction to SMIL Writing a SMIL file Adding Media Objects Martin Halvey Clipping media files January 2008 Timing and Synchronising Layout

322 views • 8 slides
Lecture 1 Andreas Habegger Introduction Zynq Introduction Zynq Introduction Zynq PS vs. PL

Lecture 1 Andreas Habegger Introduction Zynq Introduction Zynq Introduction Zynq PS vs. PL

Introduction Zynq Lecture 1 Andreas Habegger Introduction Zynq Introduction Zynq Introduction Zynq PS vs. PL Processing System Processor Peripherals Data Buses AXI Bus Conclusion BTE5380 - Embedded Systems Octobre 2014 Andreas Habegger

1.81k views • 30 slides
2018.06 01 SMILE5 Introduction S E 5 02 Alpha Cloud M I L 03 Company Introduction 04

2018.06 01 SMILE5 Introduction S E 5 02 Alpha Cloud M I L 03 Company Introduction 04

2018.06 01 SMILE5 Introduction S E 5 02 Alpha Cloud M I L 03 Company Introduction 04 Project References S E 5 PART.1 SMILE5 Introduction M I L Introduction STORION-SMILE5 Residential Energy Storage System Inverter 5kW Output Input

1.06k views • 25 slides
Introduction to CICS Course introduction Course introduction What is CICS? What is an

Introduction to CICS Course introduction Course introduction What is CICS? What is an

Introduction to CICS Course introduction Course introduction What is CICS? What is an application server? Why use an application server? Course introduction Services provided by CICS How CICS applications are defined Scaling CICS to meet

1.84k views • 146 slides
Network Visualization Introduction Presented by Shahed Introduction Introduction Basic

Network Visualization Introduction Presented by Shahed Introduction Introduction Basic

Network Visualization Introduction Presented by Shahed Introduction Introduction Basic building blocks Node Links (relationship between nodes) Spatial information Network data

584 views • 9 slides
Introduction Introduction (1) Main argument of the paper: universities are not only

Introduction Introduction (1) Main argument of the paper: universities are not only

Le jugement des pairs comme outil de management des universits Peer-review as a management tool Christine Musselin (CSO, Sciences Po et CNRS) Avril 2013, Lirrsistible ascension du capitalisme acadmique Introduction Introduction (1)

590 views • 28 slides
Introduction Introduction to storage and to storage and filesystems filesystems Introduction

Introduction Introduction to storage and to storage and filesystems filesystems Introduction

Moreno Baricevic Gilberto Daz Axel Kohlmeyer Stefano Cozzini ULA ICTP CNR-IOM DEMOCRITOS Merida, VENEZUELA Trieste, ITALY Trieste, ITALY Introduction Introduction to storage and to storage and filesystems filesystems Introduction

1.19k views • 51 slides
JABLOTRON JA-100 introduction November 2011 Introduction Todays goals First introduction of

JABLOTRON JA-100 introduction November 2011 Introduction Todays goals First introduction of

JABLOTRON JA-100 introduction November 2011 Introduction Todays goals First introduction of the brand new JA-100 alarm system Visions Basic architecture System components Setting Help us with final validations You are the FIRST ones

1.69k views • 111 slides
1 Introduction Introduction Communication System Baseband an adjective that describes

1 Introduction Introduction Communication System Baseband an adjective that describes

Introduction Introduction Physical Layer Mobile network Global ISP Provides the means to transmit bits Basic Concepts of from sender to receiver, Data Transmission Defines the mechanical, electrical, and Home network timing

463 views • 7 slides
Welcome! Todays Agenda: Topic Introduction Course Introduction Team Practical

Welcome! Todays Agenda: Topic Introduction Course Introduction Team Practical

INFOGR Computer Graphics Jacco Bikker - April-July 2015 - Lecture 1: Introduction Welcome! Todays Agenda: Topic Introduction Course Introduction Team Practical Details Assignments Field Study State of

869 views • 62 slides
Introduction (00) RNDr. Martin Madaras, PhD. madaras@skeletex.xyz Introduction Introduction

Introduction (00) RNDr. Martin Madaras, PhD. madaras@skeletex.xyz Introduction Introduction

Virtual and Augmented Reality Introduction (00) RNDr. Martin Madaras, PhD. madaras@skeletex.xyz Introduction Introduction Who am I? What do I do here? 2 About me Short research bio: - 2014 - finished PhD at FMFI UK - 2014 2016 -

1.3k views • 39 slides
PRESENTATION The Introduction What is the Introduction ? The introduction prepares the audience

PRESENTATION The Introduction What is the Introduction ? The introduction prepares the audience

PRESENTATION The Introduction What is the Introduction ? The introduction prepares the audience for your presentation. It tells them what your presentation is about, why it is important, and finally, what to listen for in your speech. Get the

505 views • 3 slides
How to make a presentation with L A T EX? Introduction to L A T EX Introduction to Beamer

How to make a presentation with L A T EX? Introduction to L A T EX Introduction to Beamer

Introduction to Beamer Hafida Benhidour How to make a presentation with L A T EX? Introduction to L A T EX Introduction to Beamer Introduction to Beamer Hafida Benhidour Department of computer science King Saud University November

732 views • 49 slides
Shenzhen Cuilu jewelry Co., Ltd was founded in 1996 and its a large private enterprise

Shenzhen Cuilu jewelry Co., Ltd was founded in 1996 and its a large private enterprise

Introduction Introduction - - Brief Brief Introduction Introduction of of Cuilu Cuilu Group Group Introduction Introduction - - Brief Brief Introduction Introduction of of Cuilu Cuilu Group Group Shenzhen Cuilu jewelry Co., Ltd

147 views • 14 slides
Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org

Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org

V olunteer C ommunications N etwork (V-C-N.org) Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org Academy Course - 2012-02.24-2208 262: Introduction to ICS-214 : V-C-N.org : Slide: 1 V olunteer C

735 views • 34 slides
Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org

Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org

V olunteer C ommunications N etwork (V-C-N.org) Introduction to ICS- -214 214 Introduction to ICS Official Unit / Incident Log - A V-C-N.org Academy Course - 2012-02.24-2208 262: Introduction to ICS-214 : V-C-N.org : Slide: 1 V olunteer C

558 views • 18 slides

More recommend