OPA CPD SERIES: BDO Financial Wellness in the COVID Era
May 12, 2021 ‒ 7 – 9 PM via Zoom
As part of the 2021 OPA CPD Series, the Education Committee presents a remote live-streamed Zoom CPD:
Overview
Join our panel as they analyze the financial impacts of COVID and look forward to the post-COVID financial landscape in Canada.
Drawing on practical demonstrative case studies, the panel will delve into practice management techniques and learn to identify opportunities for improving productivity and operational efficiencies to grow your Professional corporation. Increase your value-add on every client interaction, and elevate your client service.
Best practices for Ethics and Professional Responsibility and Ethical Advocacy when faced with the proposal and bankruptcy process in litigation. Including negotiation techniques, opportunities for mutual benefit, judgment enforcement and, more.
Panellists:
- ⚖ Ilan Kibel, CPA, CA, CIRP, LIT - Vice-President, BDO Debt Solutions
- ⚖ John Tzanis, JD, Paralegal - Justices of the Peace Review Council (MAG), President, Continental Legal Services, Past OPA-PSO President
- ⚖ George Brown, Paralegal, OPA President, President at George Brown Professional Corporation
Topics include:
- ⚖ How to Analyze the Structure of Financial Statements
- Corporations
- Professional Corporations
- Income Statements
- Balance Sheets
- Cash Flow Statements
- ⚖ Bank Account Structures
- General Accounts
- Trust Accounts
- Fees
- Factors Impacting Survival
- ⚖ Judgments and Lawsuits
- Creditors and Debtors
- Court Orders and Enforcement
- Governing Authorities
- ⚖ Insolvency Options
- Bankruptcy
- Proposal
- Debt Consolidation
- Informal Settlement
- CCAA
- ⚖ Licesnsed Insolvency Trustees
- Who Can File
- Stay of Proceedings
- Initial Client Interviews
- Debt Options
- Proposal vs Bankruptcy
- Surplus Income
- Exemptions
- Debts that Survive and s. 178
- Common Myths
- ⚖ Practical Case Studies
This program is not yet accredited. LSO Acceditation for this program is under consideration.
