CPA Leadership Insights: CSQM1, Tax Planning Reporting & Talent Management
Our event aims to address 3 main topics impacting small to medium-sized firms for 2023 and beyond:
1. CSQM1: This session is focused on introducing accounting firms performing only compilation and tax services to the new quality management standard, CSQM1, which must be fully implemented by December 15, 2023.
2. Tax Planning Reporting: The new reporting rules are ill-defined and broad in scope creating massive uncertainty as to their potential application. Further, not only do the rules increase the risk for penalties to apply to taxpayers but they expose their advisors to penalties, potentially even where the taxpayer is not exposed, creating a potential for conflicts of interest between advisor and their clients.
3. Talent Management: Is your 2023 in-the-office or remote plan working? Our global future of work is changing. Employees are demanding this change and flexibility after covid. Top CPA talent is working remotely and younger newly designated CPA’s are looking at Total Rewards. Retention and multiple offers and becoming a challenge.
Who Should Attend?
Partners and Senior CPA’s
Event Agenda
Welcome Intro (Gord Berger)
Applying CSQM1 for Firms Performing Only Compilations Engagements (Marcus Guenther)
Running Audit Risk, Likely to Run You into Trouble (Edmund Gill)
Your People (Anita Stefan)
Closing / Q&A (Gord Berger)
Marcus Guenther MBA, CPA, CA
Marcus Guenther is with FocusHGK LLP, a boutique consulting firm which exclusively provides services to CPA firms. FocusHGK LLP provides monitoring services, engagement quality control reviews, consultations on technical accounting and auditing issues and training.
Marcus is an accomplished trainer and author, teaching auditing and assurance courses for the Chartered Professional Accountants of Ontario, commercial training companies and CPA firms. He was the co-author of the CPA Professional Engagement Guide (PEG) and the Quality Assurance Manual (QAM) and has authored other technical publications.
Edmund Gill LL.B
Edmund founded Tax Architecture Group (TAG) in 2017, specializing in tax advisory and consulting for HNW individuals and businesses. He leads a collaborative approach with clients’ advisors to provide an overall strategy, including tax, that fits the clients’ financial needs. Previously, Edmund worked as a tax advisor for 20 years, acting as lead counsel on high-profile transactions, and sits on the board of several private companies, including a financial advisory firm working with Indigenous businesses. He is also a small business owner, operating truck and car wash businesses for over 10 years.
Anita Stefan CPA, CA
Anita Stefan is a Senior Consultant in CPA/IT executive recruitment as a talent client manager for public accounting firms, enterprise and small/mid-size and Fortune 500 North American companies. She is a business Partner and Founder of three startups, exiting one to a large multi-national. Anita has a CA background in Tax and Audit from the big 4 – KPMG, EY and is currently an independent CPA recruiter specializing in public accounting firms across Canada. She has 20+ years of recruitment experience at Robert Half, Lannick and OCG in New Zealand.