Practice Management
Your professional development network for financial and business training

Practice Management

Practice management and development techniques to build a successful public practice, effectively manage day-to-day operations, and protect the business from professional liability issues. Also of interest to small and medium-sized entrepreneurs.


Learning Products

Tax Planning for Business Succession — 2014
Business succession refers to passing the ownership of a business from one set of hands to another. Whatever factors are in play, succession can be a short-term solution, often as a reaction to a business or personal situation, or a product of long-term business and tax planning. This course deals specifically with long-term planning for business succession, and the styles and structures that can be put into place in order to provide an effective transfer of the business interest.
Tax Consequences of Immediate Business Succession — 2014
Business succession simply refers to passing the ownership of a business from one set of hands to another. This course deals with the short-term, that is, the immediate or near-immediate sale of the business (assets) or the business interest (shares in a corporation) where the disposal occurs in a single transaction or a group of transactions.
Protect Your Financial Power: The Uncommon-Sense Approach — On Demand
As mounting debt levels threaten many businesses, as well as individuals in Canada, it is important for finance and accounting professionals to know the simple strategies in navigating these circumstances. This webcast will present all the uncommon-sense approaches you need to know in managing your own spending, and how you can help your clients protect their financial power too.
Quick Month-End Reporting in Three Days or Less, Part 2 — On Demand
In these economically troubled times, the finance team needs to look into the future instead of being organizational historians. In this webcast, a follow-on from Quick Month-End Reporting in Three Days or Less, Part 1, presenter David Parmenter will explain the structural changes that need to be made to investigate processing efficiencies such as B2B and closing on the same day each month.
From Controller to CFO, Part 1: The Task Aspects of the Role — On Demand
Career accountants will typically achieve their highest financial role as a Chief Financial Officer. What are the concerns and skills of an effective CFO who operates in today’s marketplace? This webcast will outline the key aspects of a typical CFO role and will then focus on the core tasks that form part of the job.