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Public Practice Management

Practitioner - Self Review (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand

Overview

Participants will examine how self-review threats arise in practice, how they impair independence and objectivity, and how to evaluate their significance using a risk-based approach. Participants will learn to apply effective safeguards, document judgments, and embed ethical decision-making into daily workflows.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

Ethical Compliance Focus: 
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. 

Not a Regulatory Interpretation: 
The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. 

Documentation Exercise: 
Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.

Applicable for

  • Staff accountants and senior associates.
  • Managers, sole practitioners, and small-firm partners.
  • Professionals seeking practical tools to identify and mitigate self-review threats.

Learning Objectives

  • Define self-review threats and distinguish them from other independence threats.
  • Identify common self-review scenarios in practice and assess their significance using a risk-based approach.
  • Apply appropriate safeguards or determine when to decline or withdraw from engagements.
  • Document ethical judgments and independence conclusions in line with professional expectations.

Content

  • Ethical foundations: principles, threats to independence, and the conceptual framework.
  • Self-review threats in practice: typical scenarios, amplifying factors for small firms, and early-warning checklists.
  • Risk assessment and documentation: evaluating significance, materiality considerations, and recording decisions.
  • Safeguards in action: structural and procedural safeguards, declining/withdrawing, and communication.
  • Practice management considerations: quality management, training, templates, and ongoing monitoring.
  • Case studies and application exercises.

Course Dates & Registration

Oct 23, 2026
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Available
Register Now
Course Code: A61056A_OL
Dec 3, 2025
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Past
Course Code: A51056B_OL
Nov 4, 2025
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Past
Course Code: A51056A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
  • CPA designation or current enrollment in a CPA program. 
  • A basic understanding of professional standards and independence principles. 
  • Experience with client engagements at the intermediate level. 
Special Notes
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.
Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Public Practice Management

Practitioner - Self Review (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
  • CPA designation or current enrollment in a CPA program. 
  • A basic understanding of professional standards and independence principles. 
  • Experience with client engagements at the intermediate level. 

Overview

Participants will examine how self-review threats arise in practice, how they impair independence and objectivity, and how to evaluate their significance using a risk-based approach. Participants will learn to apply effective safeguards, document judgments, and embed ethical decision-making into daily workflows.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

Ethical Compliance Focus: 
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. 

Not a Regulatory Interpretation: 
The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. 

Documentation Exercise: 
Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.

Applicable for

  • Staff accountants and senior associates.
  • Managers, sole practitioners, and small-firm partners.
  • Professionals seeking practical tools to identify and mitigate self-review threats.

Learning Objectives

  • Define self-review threats and distinguish them from other independence threats.
  • Identify common self-review scenarios in practice and assess their significance using a risk-based approach.
  • Apply appropriate safeguards or determine when to decline or withdraw from engagements.
  • Document ethical judgments and independence conclusions in line with professional expectations.

Content

  • Ethical foundations: principles, threats to independence, and the conceptual framework.
  • Self-review threats in practice: typical scenarios, amplifying factors for small firms, and early-warning checklists.
  • Risk assessment and documentation: evaluating significance, materiality considerations, and recording decisions.
  • Safeguards in action: structural and procedural safeguards, declining/withdrawing, and communication.
  • Practice management considerations: quality management, training, templates, and ongoing monitoring.
  • Case studies and application exercises.

Course Dates & Registration

Oct 23, 2026
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Available
Register Now
Course Code: A61056A_OL
Dec 3, 2025
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Past
Course Code: A51056B_OL
Nov 4, 2025
12:00PM - 2:00PM
Online Virtual
Randy Nicholls
Randy Nicholls, CPA, CA is an experienced finance professional with a long and varied career. He began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice. Subsequent to achieving his designation, Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. Following this, Randy spent 10 years as an Instructor at Red Deer Polytechnic, where he taught various accounting courses in the Diploma and Degree programs. In 2021, he accepted a position with CPA Alberta as Director of Member Engagement and Advisory Services, where he promoted volunteerism and the profession, as well as providing advisory services to members and the general public. Since late 2024, he has provided advisory services on a part-time basis, enabling him the flexibility to return to his passion for teaching, including exploring his Metis heritage with the Indigenous Learners in Accounting program.
Past
Course Code: A51056A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Special Notes
Participants must approach scenarios professionally and apply judgment consistent with the CPA profession's core values. The course provides education and guidance but does not replace formal legal or regulatory advice. Participants are responsible for consulting the CPA Canada Handbook for rules and provincial regulations, as applicable. Participants may be asked to complete exercises based on case scenarios. These exercises are designed to reinforce the practical application of ethical standards.
Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark