June 4: Professional Development Day - online workshops

Thursday June 4 is Professional Development day. We offer five practical education workshops that will challenge your thinking and bring new life to your classroom practice.

**Please note: the following FOUR workshop descriptions outline our originally planned in-person sessions. The online workshops will be a revised versions to better fit the virtual format and time frame. Please check back for revised outlines.**

Education Workshop 1: Data Analytics in Accounting

Presented by Kim Trottier, HEC Montréal

This workshop is in two parts, first describing data and then analytics.

Part I explains the world of data analytics, bringing various concepts and terminology together for a cohesive understanding of digitized information.

Part II delves into advanced analytics, with simple and relatable examples of Artificial Intelligence and Machine Learning techniques.

"The workshop will be delivered in English, but participants may ask questions in French and expect to be answered in French."





Education Workshop 2: Resilience: Mental Health workshop

Presented by Merridee Bujaki, Carleton University

This workshop will:

  • Address core concepts and statistics related to mental health and challenge a number of myths about mental health
  • Offer strategies for individuals to enhance their own mental health and support that of their colleagues and/or students
  • Address best practices for organizations in supporting the mental health of organizational members.

Participants will leave the session with a stronger understanding of mental health at work, a personal plan for resilience, and some practical strategies for addressing mental health challenges – whether their own, those of colleagues or students. In addition, a list of mental health resources will be provided to participants for follow-up.

Education Workshop 3: A First Course on Data Analytics for Accounting Students

Presented by Theo Stratopoulos, University of Waterloo

Recommended for: Accounting faculty teaching data analytics or who want to teach data analytics.

This workshop takes participants through a data analytics course developed/delivered to first year accounting students at the School of Accounting and Finance at the University of Waterloo.

Each week of the 12-week course focuses on a different problem/data set using the standard data analytics process: understanding the problem and the data, performing the necessary data transformations, building and evaluating a model, and communicating the findings. This workshop mirrors this process: introduction of the problem/data set and the concepts/tools needed to address the problem, followed by a hands-on seminar on the data (understand, transform, model and evaluate, communicate findings).

Part 1: Spreadsheets: organizing and transforming data using mathematical and/or logical formulas; generate summary statistics, visualizations, and pivot tables to address the problem.


Part 2: Using R to replicate everything done using spreadsheets, but on a much larger data set (over one million lines).


Part 3: Creating interactive dashboards to emphasize the importance of ambidexterity (using both tools - spreadsheets and R).

 Learning Objectives:

After completing this course an attendee will be able to:

1. Frame a business problem as a decision or question.

2. Develop an understanding of the data.

3. Build a spreadsheet-based model to solve a business problem.

4. Build an R-based model to solve a business problem.

5. Create an interactive dashboard.

6. Incorporate one or more of these tools in their class


Recommended Advanced Preparation:

The following curated list includes videos and exercises that we recommended for our students to review/complete before the first R seminar. It made the transition from spreadsheets to R relatively easier.

  1. Installing R on your computer: This video shows how to download R on your computer and it is available from https://www.linkedin.com/learning/learning-r/installing-r-on-your-computer?u=55034593
  2. Using RStudio: This video shows how to download RStudio on your computer (watch from 0:00-2:30). Available from https://www.linkedin.com/learning/learning-r/using-rstudio?u=55034593
  3. Getting started with the R Environment: This video goes through the interface of RStudio and how to use the environment. It also goes over basic R operations. Available from https://www.linkedin.com/learning/learning-r/getting-started-with-the-r-environment?u=55034593
  4. Using and managing packages: This video explains how to download packages in RStudio and how to access documentation for those packages, and it is available from https://www.linkedin.com/learning/learning-r/using-and-managing-packages?u=55034593
  5. What is the tidyverse? Explains the basics of tidyverse. Available from https://www.linkedin.com/learning/learning-the-r-tidyverse/what-is-the-tidyverse?u=55034593
  6. Why use the tidyverse? This video explains the uses of tidyverse. Available from https://www.linkedin.com/learning/learning-the-r-tidyverse/why-use-the-tidyverse?u=55034593
  7. What is the %>% operator? This video explains how to use the pipe operator and it is available from https://www.linkedin.com/learning/learning-the-r-tidyverse/648985?u=55034593
  8. Select and filter data: This video explains how to use the Select and Filter functions in tidyverse. Available from https://www.linkedin.com/learning/learning-the-r-tidyverse/select-and-filter-data?u=55034593


Education Workshop 4: Preparing Students for Professional Success with Stronger Enabling Competencies

Presented by: Susan Wolcott, CPA Canada; Richard Fontaine, UQAM

During 2020, CPA Canada modified the enabling competencies in the CPA Competency Map. The modifications were motivated by calls by employers for greater educational focus on enabling competencies. These calls reflect a changing work environment, in which accountants must develop and use enabling competencies earlier during their careers than in the past. To meet workplace needs, accounting educators must help their students make greater enabling skill progress than in the past.

During this workshop, participants will:

• Explore ideas from education research for teaching and learning enabling competencies.

• Develop ideas for integrating enabling competencies into existing accounting courses.

• Adapt the CPA Way (CPA Canada’s educational model that currently addresses Problem Solving and Decision Making, Mindset, and Communication) to enhance learning of enabling competencies.

"The workshop will be delivered in English, but participants may ask questions in French and expect to be answered in French."


CPA Canada presents Foresight: The Way Forward for the New Blank Sheet CPA Competency Map Task Force (CM 2.0)

Foresight: The Way Forward for the New Blank Sheet CPA Competency Map Task Force (CM 2.0)

Foresight: The Way Forward for the New Blank Sheet CPA Competency Map Task Force (CM 2.0)

Presenters: Tim Jackson (Chair of the Competency Map Task Force), Tashia Batstone (Senior Vice President, CPA Canada) and Irene Wiecek (Task Force Member and Professor, University of Toronto)

Tashia, Tim and Irene will discuss the role of the CPA Competency Map Task Force in the context of the CPA Foresight initiative. The Foresight initiative presents a strong case for transformation of the profession, given the ongoing wave of digitization and its impact on businesses, governments and society more broadly. The new Competency Map Task Force is taking a blank sheet approach to determine the skills and competencies of the pre-certification Foresight CPA. We must take exponential change as a given. It is an exciting time for the profession. Join us to hear more about the process, our progress and our goals to create a Competency Map that is agile and resilient.

Presenters: Tashia Batstone

Batstone Tashia  Tashia Batstone, MBA, FCPA, FCA, ICD.D is Senior Vice President   for External Relations and Business Development of Chartered Professional Accountants of Canada and is responsible for providing strategic direction and operational oversight to the leadership teams of Precertification Education, Research, Guidance and Support, Member Development and Support, International, and Corporate Citizenship. Her key role is in expanding CPA Canada’s stakeholder relationships in Canada and internationally, developing business opportunities within existing and new channels, and promoting market brand activities to enhance the vision of the CPA as a pre-eminent, globally respected business and accounting designation. Ms. Batstone also oversees CPA Canada Foresight: Reimagining the Profession, a comprehensive, multi-stakeholder initiative designed to shape the future of the accounting profession as it adapts to global trends, including technological, economic, environmental, geopolitical and societal shifts.

In addition to her professional activities, Ms. Batstone is Treasurer of World Association of Girl Guides and Girl Scouts.


Presenters: Tim Jackson

Tim Jackson April 2019  Tim Jackson is President and CEO of Shad Canada, a live-in STEAM (Science, Technology, Engineering Arts and Math) and entrepreneurship program for high school students.

Tim has an extensive background as an entrepreneur, business and not-for-profit leader. He has served as CEO of the Accelerator Centre, an incubator for technology startups, was a Vice President at the University of Waterloo and was Executive Vice-President  at the MaRS Discovery District, one of the world’s largest urban innovation hubs. He co-founded Tech Capital Partners, an early-stage venture capital firm, and served as CFO and CEO at Waterloo based technology firm PixStream (sold to Cisco Systems).

Tim has been an active volunteer in his community chairing the boards of organizations such as The Ontario Trillium Foundation, The Waterloo Public Library, The Food Bank of Waterloo Region and the Centre in the Square Theatre. He has cofounded two charitable organizations

Tim sits on the boards of Manulife Bank of Canada (Audit Committee chair) and Bold Innovation Group Ltd.

Presenters: Irene Wiecek

Irene Wiecek 2020  Irene M. Wiecek, FCPA, FCA, is a Professor, Teaching Stream at the University of Toronto where she is cross appointed to the Institute for Management & Innovation and the Joseph L. Rotman School of Management. In 2018, she founded and currently directs the BIGDataAIHUB at the Institute for Management & Innovation. In the area of standard setting, she is a member of the Accounting Standards Board IFRS Discussion Group.

Irene has co-authored numerous books and publications including seven editions of the text Intermediate Accounting (by Kieso et al) for which she is one of two Canadian co-authors on the Canadian edition. Irene’s interests lie in the area of International Financial Reporting Standards, integration in accounting education and, more recently, big data/data analytics and emerging technologies including blockchain. Irene was a member of the CPA Canada Foresight Working Group on Reimaging the Profession and is currently a member of the related Data Governance Work Stream. In 2019, she was appointed to the CPA Canada Competency Map Task Force, which is taking a blank sheet approach to redefining the competencies for the accounting profession.


The Craft of Accounting Research Workshop

Please note: Registration for this workshop will close at 11:59am ET on June 1, 2020

Alexander Edwards

Edwards Alex Headshot Alex Edwards is an Associate Professor of Accounting and the Director of the CPA Ontario Centre for Accounting Innovation Research. His research is focused on taxation and capital markets and has been accepted for publication in the Accounting Review, the Journal of Accounting and Economics, the Journal of Financial Economics, Management Science, Contemporary Accounting Research, the Journal of Financial and Quantitative Analysis, the Journal of the American Taxation Association, and Tax Notes. He is a member of the Editorial Board for the Accounting Review and Contemporary Accounting Research, and serves as an ad hoc editor for Contemporary Accounting Research. Prior to joining Rotman, Alex taught a variety of classes at the University of Washington and Brock University. Before entering academics, Alex worked as a tax specialist and auditor with KPMG LLP.

Stephanie Grant

Stephanie Grant 1800 CroppedStephanie Grant is an Assistant Professor of Accounting at the Foster School of Business at the University of Washington. Her research focuses on investors’ and managers’ judgment and decision-making, and has been published in leading accounting journals, including Accounting, Organizations and Society, Contemporary Accounting Research, and the Journal of Accounting Research. Stephanie teaches intermediate financial accounting in UW’s undergraduate and certificate in accounting programs. She received her PhD from the University of Illinois at Urbana-Champaign in 2016.

Scott Liao

Scotthead2 1Scott Liao is Associate Professor of Accounting and Director, Research Resources and Communication at Rotman. He earned his PhD from the Ohio State University in 2008. His research interests include the agency problems in debt markets, banking regulation, and economic consequences of financial reporting and disclosure. He has published his papers in several premier journals including the Journal of Accounting and Economics, The Accounting Review and Contemporary Accounting Research. He is serving as a co-editor at The International Journal of Accounting and an Ad Hoc Editor (incoming Editor) at Contemporary Accounting Research.

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