September 25 – 26, 2018 • Toronto

At the best of times, tax planning and tax compliance is a difficult task. In times of economic volatility, the task is even more daunting. Governments at all levels, and across
international jurisdictions, are re-visiting existing tax laws, insisting upon tighter interpretations and collection practices, and more aggressive enforcement initiatives. Audits, tax challenges, and restatements are time consuming tasks to manage as both time, money and personnel are tied up to resolve these matters.

CPE Hours: Course – 11 hours



IFRS 9 – Accounting for Derivatives in Practice

September 17 – 18, 2018 • Toronto

Accounting for Derivatives in Practice Under IFRS 9 will give participants a deep understanding of derivatives accounting and the application of hedge accounting for hedges of interest rate, inflation, FX and commodity risks. Real cases will be used extensively to demonstrate the learning objectives, applying IFRS 9 step-by-step. The new requirements are contrasted with IAS 39 where relevant.

CPE Hours: Course – 12 hours



IFRS 9 For Financial Institutions

September 19, 2018 • Toronto

IFRS 9 for Financial Institutions – this one-day seminar takes a practical approach to essential aspects of IFRS 9, including how banks are tackling key judgments such as significant increase in credit risk and usuing scenarios in estimating probabilities of default.

CPE Hours: Course – 6 hours



Implementing a Robust ICAAP Framework

September 20 – 21, 2018 • Toronto

This two-day seminar will give you a practical hands-on tool to implement a robust ICAAP framework by providing a detailed view of the industry’s best practice and supervisor’s expectations. It simulates step-by-step how a bank produces an ICAAP, highlighting the differences between smaller and bigger banks.

The seminar benefits from Juan Ramirez’s direct exposure to a large number of ICAAP’s, supervisory reviews, leading practices and initiatives to optimise ICAAP methodologies.

CPE Hours: Course – 12 hours



Risk Data Management and Reporting

June 4 – 5, 2018 – Toronto

Risk management is a key component of every financial institution’s governance framework. To identify, assess and manage risk effectively, risk-data must be collected, processed, aggregated and reported in a secure and well-controlled environment. Additionally, compliance with regulations such as risk-based capital rules, specifically require challenging data quality and modeling standards to be met.

This seminar addresses best practices with respect to steps required to turn source data into reliable information that can be used to enhance risk management and decision-making processes at financial institutions, and to comply with federal regulations and international standards. During this session, we will review Risk Data Management along the spectrum of governance: identification, collection, tracking, modelling, internal/external reporting and impacts on regulatory capital.

CPE Hours: Course – 12 hours



IFRS 17 – Insurance Contract Accounting

May 29 – 31, 2018 • Toronto

IFRS 17, the insurance contracts standard, establishes a global standard for accounting and reporting of insurance contracts. It clearly embodies the IASB’s commitment to an approach that severs the link between insurance assets and liabilities for accounting purposes.

Moving forward, insurers will be compelled to deal with significant new volatility on financial statements. These changes, and the resulting financial statement impact, will have appreciable collateral impact – products may be discontinued, investment strategies will be altered, regulatory capital and required ratios are significantly affected.

CPE Hours: Course and Workshop – 15.5 hours