Success Podcast Series: Practice Management Considerations in Times of Crisis

CPA Canada

Success Podcast Series

  • 12 minutes 18 seconds
    Firm Leadership Considerations | Guest Speaker: Bob Sanghera, CPA, CA, Managing Partner at Smythe LLP

    Receive valuable insight from Bob Sanghera from a leadership perspective as to what firms should be aware of when navigating through the current COVID-19 climate. Bob is the current managing partner at Smythe LLP, an independent CPA firm with over 20 partners and over 200 staff.

    You will gain a further understanding about the following:

    • leadership perspective on the potential challenges firms are facing to help cope with the sudden changes in their working environment
    • how COVID-19 has impacted both the short-term and long-term operational strategies of practitioners going forward
    • other general firm practice management matters that leaders of small-to-medium practitioners need to be aware of

    NOTE: This material is provided for educational purposes only. Although it has been carefully prepared and reviewed, the presenters and Chartered Professional Accountants of Canada (CPA Canada) cannot accept legal responsibility for its contents or for any consequences arising from its use. The materials are meant to provoke and facilitate thought and reflection. The guidance provided to participants in response to these items is not to be interpreted as conclusive judgment on any specific situation and should not be directly applied to other situations.

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    28 April 2020, 10:00 pm
  • 22 minutes 9 seconds
    Legal Considerations | Guest Speaker: Shafik Bhalloo, LLB, LLM, Lawyer at Kornfeld LLP and Associate Professor of Practice at Simon Fraser University

    Shafik Bhalloo provides his valuable insight on the various legal considerations firms and businesses need to be aware of due to the impact of COVID-19. Shafik is an associate professor of Practice with Simon Fraser University’s Beedie School of Business. Shafik is also a lawyer with Kornfeld LLP in Vancouver, B.C., whereby he practices employment, labour and commercial law, and teaches courses and writes publications in those areas.

    You will gain a further understanding about the following, as they relate to the current COVID-19 environment:

    • general employment and legal considerations firms need to be aware of, focusing on the area of temporary layoffs
    • common legal questions faced by businesses due to contractual or commitment obligations
    • other general legal matters that businesses and firms need to be aware of

    NOTE: This material is provided for educational purposes only. Although it has been carefully prepared and reviewed, the presenters and Chartered Professional Accountants of Canada (CPA Canada) cannot accept legal responsibility for its contents or for any consequences arising from its use. The materials are meant to provoke and facilitate thought and reflection. The guidance provided to participants in response to these items is not to be interpreted as conclusive judgment on any specific situation and should not be directly applied to other situations.

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    28 April 2020, 10:00 pm
  • 14 minutes 47 seconds
    Insurance Coverage Considerations | Guest Speaker: Jay Ahluwalia, CPA, CA, CBV, CFE, CFF, Director of Forensics & Litigation Support at BDO Canada LLP

    In this podcast, listen to Jay Ahluwalia provide his valuable insight on the insurance coverage legal considerations firms and businesses need to be aware due to the impact of COVID-19. Jay is a director in BDO Canada’s LLP Forensics Group and specializes in the Insurance Loss Advisory practice.

    You will gain a further understanding about the following:

    • key insurance coverage considerations firms should be aware of to determine if initiating an insurance claim may be a viable relief option for businesses
    • what practitioners and clients can do to ensure they protect themselves against lost revenue and income due to unpredictable events/outcomes such as COVID-19
    • other general insurance matters that businesses and firms should consider

    NOTE: This material is provided for educational purposes only. Although it has been carefully prepared and reviewed, the presenters and Chartered Professional Accountants of Canada (CPA Canada) cannot accept legal responsibility for its contents or for any consequences arising from its use. The materials are meant to provoke and facilitate thought and reflection. The guidance provided to participants in response to these items is not to be interpreted as conclusive judgment on any specific situation and should not be directly applied to other situations.

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    28 April 2020, 10:00 pm
  • 34 minutes 11 seconds
    Remote Work Considerations | Guest Speaker: Chad Davis, CPA, CMA, MBA, Partner at LiveCA LLP

    Listen to Chad Davis provide his valuable insight on the various considerations firms and businesses need to be aware of when being required to work remotely. Chad is a partner at LiveCA LLP, a virtually accredited CPA firm with more than 70 employees, which operates exclusively on a remote basis.

    You will gain a further understanding about the following:

    • how to maintain employee morale within a remote work environment
    • implementing a flexible working schedule to work with your employees
    • training remote employees
    • other common concerns and challenges that firms and businesses are facing while working remotely due to the current COVID-19 climate

    NOTE: This material is provided for educational purposes only. Although it has been carefully prepared and reviewed, the presenters and Chartered Professional Accountants of Canada (CPA Canada) cannot accept legal responsibility for its contents or for any consequences arising from its use. The materials are meant to provoke and facilitate thought and reflection. The guidance provided to participants in response to these items is not to be interpreted as conclusive judgment on any specific situation and should not be directly applied to other situations.

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    28 April 2020, 10:00 pm
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