CAAA response to COVID-19

Professional Development Day: Workshops

Thursday June 4 is Professional Development day. Choose from five half-day practical education workshops that will challenge your thinking and bring new life to your classroom practice. On Thursday we also host our two full-day special sessions: the Craft of Accounting Research workshop for doctoral students; and the Accounting Perspectives workshop on applying your research in different contexts, working with academic and practitioner experts to make your research matter.

Half-day Sessions

Education Workshop 1: 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
  2. Using RStudio: This video shows how to download RStudio on your computer (watch from 0:00-2:30). Available from
  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
  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
  5. What is the tidyverse? Explains the basics of tidyverse. Available from
  6. Why use the tidyverse? This video explains the uses of tidyverse. Available from
  7. What is the %>% operator? This video explains how to use the pipe operator and it is available from
  8. Select and filter data: This video explains how to use the Select and Filter functions in tidyverse. Available from


Education Workshop 2: 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.

Education Workshop 3: 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 4: Data Analytics in Accounting

Presented by Kim Trottier, Simon Fraser University

This workshop has three components to give participants a complete view of data 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.

Part III provides hands-on applications of the concepts. We will use simple excel commands to clean and manipulate case data, and then discuss how this could be programmed in SQL, Python, and R. 

Please bring your own laptop in order to participate in the hands-on work. 

Annual Ethics Workshop presented by the Centre for Accounting Ethics, University of Waterloo

Presented by the University of Waterloo School of Accounting and Finance Centre for Accounting Ethics


SAF-CAE-Word Mark2

Full-day Sessions

Accounting Perspectives Workshop: Putting the "applied" into "applied research": Accessible, Relevant, Transferable Knowledge

How do you make your research widely-read, accessible, cited - and most importantly, used to make real change?

In the three sessions in this full-day workshop participants will:

  • Nail down exactly what "applied research" means and what an applied research paper looks like
  • Find out how to apply your research in different settings beyond academia
  • Workshop your own paper for different applications
  • Learn about reviewing applied research papers and how to be a great reviewer/editor, and
  • Gain insight into what granting organizations mean when they ask for "relevance" and "transferable knowledge".

Accounting Perspectives was conceived as “a forum for applied research of relevance in a Canadian context”. Its inaugural editorial set out that applied research “is driven by the desire to solve problems and to improve the human condition.”; that it “should be based on good theory”; that it “may also provide insights into the limitations of theory and hence may help to set the agenda for basic research” – and that “the primary focus of applied research…is the search for solutions to current issues in the field.”

In this workshop, you will work with the outgoing and incoming Editors in Chief of the journal alongside experts from academia and practice, to set you on the road to research relevance.

Craft of Accounting Research Workshop

Please note: Registration for this workshop will close when it reaches capacity, or April 30, whichever comes first.

Workshop Leaders: Alexander Edwards (University of Toronto), Stephanie Grant (University of Washington), and Scott Liao (University of Toronto)

This workshop is intended for doctoral students and junior faculty members interested in performing research and writing research-based articles for scholarly journals in accounting.  It will concentrate on issues and problems involved in planning and performing research, early career issues and planning, as well as writing up and publishing results.  The schedule will offer opportunities for selected participants to present and receive feedback on their own research ideas.  The workshop will be most valuable to Ph.D. students who have completed their course work and begun developing their own research, and junior faculty seeking feedback on early-stage projects.

Following registration, registrants may submit a proposal to be considered for presentation at the workshop. Proposals must be submitted, and if selected for presentation, presented, in English.Details will follow via email after conference registration has been completed. In addition, following the workshop, the workshop leaders will select one doctoral student presenter to represent the CAAA at the 2021 European Accounting Association (EAA) Doctoral Colloquium. The EAA will cover the student’s accommodation costs (three nights) for the colloquium and the student will not have to pay the registration fee for the EAA Congress held immediately after the event. The CAAA will reimburse round-trip airfare (economy) and subsidize accommodation costs up to CDN $750 for the selected student to attend the EAA Annual Congress.

Note: Because of the importance of advance preparation to the success of this workshop, no registrations will be accepted after April 30, including on the day of the event.  

Breakfast, lunch, and two refreshment breaks are provided to registrants for Thursday's workshops.

Education Keynote: Joe Ben Hoyle, University of Virginia

Joe Hoyle

Joe Hoyle is an Associate Professor of Accounting and a Robins Teaching Fellow at the Robins School of Business at the University of Richmond.  In 2015, he was named the inaugural winner of the J. Michael and Mary Anne Cook Prize presented by the American Accounting Association for superior undergraduate teaching.  In 2019, his former students created an Accounting Teaching Fellowship at the Robins School of Business that will be renamed the Joe Hoyle Accounting Teaching Fellowship upon his retirement.  His teaching blog, Getting the Most from Your Students, contains over 280 of his essays on teaching and has had more than 510,000 page views.  In 2012, he was named one of nine favorite professors in the United States by Bloomberg Businessweek.  He is a coauthor with Tom Schaefer and Tim Doupnik of Advanced Accounting, a textbook which is in its 14th edition and is published by McGraw-Hill.  He is also a coauthor with C. J. Skender and Leah Kratz of Financial Accounting, a textbook which is in its 3rd edition and is published by FlatWorld.  In 2007, he was named the Virginia Professor of the Year by the Council for the Advancement and Support of Education (CASE).  In May 2020, Professor Hoyle will complete his 49th year as a college teacher.

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