Practicing tax ethically is a constant challenge, especially in a time of limited resources and constant client, CRA and business pressures. Our ethics courses are specifically designed for the public practitioner dealing with owner-managed businesses.
Preventing widespread ethical scandals is much easier than dealing with them after the fact. This 1-hour pre-recorded webinar examines the widespread and systemic causes of ethical failure. Throughout the session presenters Karen Wensley MBA ICD.D and Joseph R. Devaney CPA, CA share procedures to identify ethical risk and offer methods of prevention. This course uses three case studies to apply concepts and strategies.
Some of the concepts examined include Causes of ethical failures | Improving quality, experience and integrity | Avoiding unintended consequences | Ethics embedded in training | Priming | Clear policies | Tax Practices Code Conduct | Ethics of colleagues | Whistleblower procedures
Instructors
Presenters Karen Wensley MBA ICD.D and Joseph R. Devaney CPA, CA lead this course.
Meet the instructors!
Joseph R. Devaney CPA, CA
Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals.
As a member of the Video Tax News Editorial Board, Joe authors and contributes to three tax publications as well as prepares and presents courses across Canada relating to both personal and corporate tax. He has also presented tax research and published articles for a variety of other organizations such as Law Now, Canadian Tax Foundation and various CPA groups.
Joe currently sits on CPA Alberta's Members in Tax Working Group and received CPA Alberta’s distinguished service award in 2023. Joe is a past member the Steering Committee of the Edmonton Young Tax Practitioners Group and of the Board of Directors for Fringe Theatre Adventures.
Connect with Joseph on LinkedIn
Karen Wensley MBA ICD.D
Karen Wensley is a special lecturer in business ethics at the University of Waterloo. She was the author of the monthly ethics column for CPA Magazine from 2014 - 2018. She authored the eLearning module on ethics in tax for the InDepth tax course.
Karen retired as a partner of Ernst & Young in 2010, where she spent most of her career as a tax partner, head of tax services to the technology sector, and then became the firm’s managing partner for HR.
Karen is a member of the board of directors and chair of the audit committee of Trillium Heath Partners and Gore Mutual Insurance and a member of the board of directors and chair of the HR committee of Amref Health Canada. She provides workshops and consulting services to businesses in the areas of ethics, culture, executive coaching and team effectiveness.
PRICING AND VIEWING OPTIONS
Pre-Recorded Sessions
These valuable sessions are pre-recorded and the videos can be viewed at any time during your selected session dates. Enjoy the flexibility to break up the sessions as desired as well as to pause, rewind or skip ahead. You can view these videos as many times as required during the session periods.
Investment
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)
- 24/7 access to the course portal during your session dates (select your 1-week session below)
- 1-hour online pre-recorded webinar – presentation may be watched as many times as desired and at any time, during the session dates
- Electronic textbook and material
- Online course quiz
- Professional development certificate (1-hour) pending successful completion of the quiz
DISCOUNTS
Location Discount — $330 / location / course (unlimited registrants, working at the same firm and location)
TERMS AND CONDITIONS
Click here to review the standard Terms of Service.
Pricing
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)
Related Courses
This practical 1-hour pre-recorded webinar examines the causes, symptoms and detection of widespread ethical failures within public accountant firms and teams