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Accounting & Assurance

ASPE - Disclosure and Presentation (Live Webinar - Multi Segment)

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

Overview

This course addresses the disclosure and presentation requirements of CPA Canada Handbook-Accounting, Part II – Accounting Standards for Private Enterprises (ASPE) in the preparation and review of financial statements for less complex enterprises. The course will include numerous examples and activities related to the preparation of the balance sheet, income statement, statement of changes in equity and the notes to the financial statements.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

This course has offering(s) that take place over multiple segments:
Jun 16 & 17, 2026 | 9:00am-12:30pm

Course Description

This course reviews the financial statement disclosure and presentation requirements under ASPE. This course recognizes that compliance with the ASPE presentation and disclosure requirements requires the use of professional judgement. The solution to meeting the presentation and disclosure requirements is to not simply have a library of “boiler plate” notes to the financial statements but to develop a process that efficiently uses those examples. The goal is to create financial statements that are in compliance with APE but also useful and understandable to the users of the financial statements. This course provides many examples that can aid in the efficiency of the preparation of financial statements but also recognizes that each business and the resulting financial statements are different.

This course will review common presentation and disclosure requirements with a focus on those areas where there is judgment, complexity, or prior indications of difficulty. The course will address the issues by starting with a general review of the requirements of ASPE and address the standards that may address many elements, such as the disclosure related to financial instruments and related parties, before looking at specific financial statement elements. The course will address all topics using examples, illustrations and other resources. The examples will provide a valuable resource to help with the preparation and/or review of financial statements prepared in accordance with ASPE. 

This course will provide an opportunity to practice the preparation and review of notes to the financial statements using activities.

Applicable for

This course is designed for preparers of financial statements under ASPE, and for practitioners who serve private enterprises.

Learning Objectives

  • Identify the presentation and classification requirements of ASPE for the balance sheet, income statement, statement of changes in equity and statement of cash flows
  • Prepare and/or review common note disclosures in accordance 

Content

  • An overall review of the disclosure and presentation requirements of ASPE.
  • A review of the general principles and concepts for the preparation of useful financial statements, including disclosures applying professional judgement.
  • A summary of the accounting policy choices included in ASPE that will impact the presentation and disclosure requirements.
  • A review of the presentation requirements and related disclosures for specific elements for the 
    • Balance Sheet
    • Income Statement
    • Statement of Changes in Equity, including a discussion on ROMRS
    • Statement of Cash Flows
  • A review of other disclosures that may not arise from a financial statement element, such as subsequent events, going concern, contingencies, etc.

The course will address all requirements of ASPE but will focus on those presentation and disclosure issues that are likely to be common to many financial statements.

Course Dates & Registration

Jun 16 - 17, 2026
9:00AM - 12:30PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Available
Dec 17 - 18, 2025
12:00PM - 3:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Dec 17 - 18, 2025
9:00AM - 12:30PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Nov 3 - 4, 2025
12:00PM - 3:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Jul 17, 2025
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Feb 19, 2025
8:30AM - 4:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Nov 5, 2024
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Jun 13, 2024
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past

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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Interested in similar content?

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.

Accounting & Assurance

ASPE - Disclosure and Presentation (Live Webinar - Multi Segment)

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
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

This course addresses the disclosure and presentation requirements of CPA Canada Handbook-Accounting, Part II – Accounting Standards for Private Enterprises (ASPE) in the preparation and review of financial statements for less complex enterprises. The course will include numerous examples and activities related to the preparation of the balance sheet, income statement, statement of changes in equity and the notes to the financial statements.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

This course has offering(s) that take place over multiple segments:
Jun 16 & 17, 2026 | 9:00am-12:30pm

Course Description

This course reviews the financial statement disclosure and presentation requirements under ASPE. This course recognizes that compliance with the ASPE presentation and disclosure requirements requires the use of professional judgement. The solution to meeting the presentation and disclosure requirements is to not simply have a library of “boiler plate” notes to the financial statements but to develop a process that efficiently uses those examples. The goal is to create financial statements that are in compliance with APE but also useful and understandable to the users of the financial statements. This course provides many examples that can aid in the efficiency of the preparation of financial statements but also recognizes that each business and the resulting financial statements are different.

This course will review common presentation and disclosure requirements with a focus on those areas where there is judgment, complexity, or prior indications of difficulty. The course will address the issues by starting with a general review of the requirements of ASPE and address the standards that may address many elements, such as the disclosure related to financial instruments and related parties, before looking at specific financial statement elements. The course will address all topics using examples, illustrations and other resources. The examples will provide a valuable resource to help with the preparation and/or review of financial statements prepared in accordance with ASPE. 

This course will provide an opportunity to practice the preparation and review of notes to the financial statements using activities.

Applicable for

This course is designed for preparers of financial statements under ASPE, and for practitioners who serve private enterprises.

Learning Objectives

  • Identify the presentation and classification requirements of ASPE for the balance sheet, income statement, statement of changes in equity and statement of cash flows
  • Prepare and/or review common note disclosures in accordance 

Content

  • An overall review of the disclosure and presentation requirements of ASPE.
  • A review of the general principles and concepts for the preparation of useful financial statements, including disclosures applying professional judgement.
  • A summary of the accounting policy choices included in ASPE that will impact the presentation and disclosure requirements.
  • A review of the presentation requirements and related disclosures for specific elements for the 
    • Balance Sheet
    • Income Statement
    • Statement of Changes in Equity, including a discussion on ROMRS
    • Statement of Cash Flows
  • A review of other disclosures that may not arise from a financial statement element, such as subsequent events, going concern, contingencies, etc.

The course will address all requirements of ASPE but will focus on those presentation and disclosure issues that are likely to be common to many financial statements.

Course Dates & Registration

Jun 16 - 17, 2026
9:00AM - 12:30PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Available
Dec 17 - 18, 2025
12:00PM - 3:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Dec 17 - 18, 2025
9:00AM - 12:30PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Nov 3 - 4, 2025
12:00PM - 3:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Jul 17, 2025
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Feb 19, 2025
8:30AM - 4:30PM
Online Virtual
Patricia Dahm
PATRICIA DAHM, CPA, has been a CPA since 1985. She has a diverse background in public practice that included being a practice reviewer and Associate Partner with Deloitte. Presently, she has a small practice where she provides consulting services to various public accounting firms regarding practice management, monitoring, and technical assistance for assurance, quality management implementation, ASPE, ASNFPO and IFRS issues. Patricia also has a passion for sharing her experiences with those wanting to enter the profession and has taught various fourth-level accounting and assurance degree courses at SAIT.
Past
Nov 5, 2024
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past
Jun 13, 2024
9:00AM - 5:00PM
Online Virtual
Martha Thomas
MARTHA OKOT THOMAS, CPA, CPA, CIA's 25 year career in Accounting and Finance started as a student at Camosun College where she was quickly inspired to become a professional accountant. With experience in public practice, progressive financial positions in the provincial government of British Columbia as well as time in the investment industry, Martha now brings her experience and knowledge to Education. Martha currently teaches full time at Camosun College as well as providing facilitation for CPABC and the Province of BC.
Past

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. 

Interested in similar content?

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