Knowledge Bureau Education Days—Spring CE Summits

Prefer a personal touch? Call toll-free 1-866-953-4769 for a one-on-one consultation.

THEME: POST-BUDGET ACTION STRATEGIES

Winnipeg
The Manitoba Club
May 26

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Calgary
Marriott Courtyard Airport
May 27

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Vancouver
Sandman City Centre
May 28

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Toronto
Pearson Convention Centre
June 2

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Who Should Attend?

These workshops are ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances.

Professionals may earn: 10 CE/CPD credits

3.5 non-verifiable CE/CPD credits

6.5 verifiable CE/CPD credits

You can also participate in networking opportunities to build relationships across the financial services industry.

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Detailed Agenda

(Come back often as new details are released)

Attendee Experience

It’s very important to keep updated with all the federal,
provincial changes – best education programs I have seen over 10 years.
Very knowledgeable and friendly environment.

—Olga G., BC

Why is this Timely?

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

These Knowledge Bureau Education Days will help you better serve your clients with deep knowledge and confident skills. Most important, you will be positioned to become a more trusted advisor in a multi-advisory team of professionals who help in end-to-end financial services: from banking to bookkeeping and tax compliance, to holistic family wealth management.

What’s Included?

Pre-session: reading in EverGreen Explanatory Notes

In-session: cutting-edge instruction from industry experts

Post-session: special tuition fees for online studies

Comprehensive Knowledge Journal— your desk-top reference

Outstanding networking opportunities with a diverse audience

Great food, valuable prizes and surprises