Registration - In-house Organization

Subject Matters

• Aboriginal Affairs
• Budget
• Climate
• Consumer Issues
• Economic Development
• Education
• Employment and Training
• Environment
• Financial Institutions
• Housing
• Immigration
• Industry
• Infrastructure
• Internal Trade
• International Development
• International Trade
• Labour
• Privacy and Access to Information
• Research and Development
• Small Business
• Taxation and Finance

Subject Matter Details

Grant, Contribution or Other Financial Benefit

• Funding approved from the Foreign Credential Recognition Program for supporting and expediting the entry of Internationally Trained Accountants (ITAs) into the Canadian job market by providing a mid-tier level Advanced Certificate in Accounting and Finance (ACAF) that recognizes their international education and experience, is valued by Canadian employers, and provides a bridge to the Canadian CPA designation; and supporting and increasing the number of Aboriginal finance professionals with the Aboriginal Financial Officers Association of Canada’s (AFOA Canada) Certificate in Aboriginal Financial Management (CAFM) in successfully obtaining the Advanced Certificate in Accounting and Finance (ACAF).
• Funding provided by the Business Development Bank of Canada (BDC) to CPA Canada to develop materials and provide other resources in support of the BDC’s WE Talk Business Boot Camp sessions.
• Receiving funding from Natural Resources Canada for two contracts focused on developing climate change adaptation training programs for Chartered Professional Accountants (CPAs), Executives and Boards of Directors; and on enhancing public and private sector climate-related disclosures.
• Seeking funding from Global Affairs Canada through the Canada Fund for Local Initiatives to develop initiatives targeting students through education and training to strengthen financial literacy in developing countries.
• Sponsorship provided by the Business Development Bank of Canada (BDC) to CPA Canada for planned initiatives related to financial literacy, including CPA Canada’s Financial Literacy’s SME/Entrepreneur sessions, CPA Canada’s National Conference on Financial Literacy, Your Money Matters E-Newsletter, and Northern Program. Also seeking further opportunities to collaborate with BDC on other financial literacy initiatives.
• Sponsorship provided by the Financial Consumer Agency of Canada (FCAC) to CPA Canada for the 2018 Financial Literacy Conference “Mastering Money”.

Legislative Proposal, Bill or Resolution

• Personal Information Protection and Electronics Document Act (PIPEDA) with respect to promoting and developing privacy resources and awareness.

Policies or Program

• Advice, input and feedback to Canada Revenue Agency on strategies and activities to combat the underground economy, tax evasion and aggressive tax avoidance to improve tax compliance and enhance the integrity of the tax system.
• Advice, input and feedback to government on policies and regulations related to digital technologies and the collection, storage, use and ownership of data.
• Advice, input and feedback to government with respect to amending the Canada Business Corporations Act to include beneficial ownership reporting requirements.
• Advice, input and feedback to the Standards Council of Canada; Innovation, Science and Economic Development Canada; and the government regarding standards, codes and regulations to ensure the integrity of data.
• CPA Canada’s involvement with the Plenary, associated Working Groups and other Committees for Canada’s National Climate Change Adaptation Platform through Natural Resources Canada.
• CPA’s Climate Change Adaptation Education Project supported by Natural Resources Canada's under the Enhancing Competiveness in a Changing Climate Program which will focus on the development of adaptation tools for CPA members.
• Consultations with government officials about the agenda of upcoming G7 or G20 meetings.
• Consultations/recommendations to Canada Revenue Agency with respect to minimizing the administrative burden for businesses and taxpayers, including consultations on the "Serving You Better" initiative to reduce red tape.
• Discussion with government officials on CPA Canada’s Foresight project aimed at reimagining the future of the accounting profession.
• Discussions with CRA on interpretative issues with respect to the administration of tax legislation to collaborate in resolving uncertainty and ambiguity in tax law to help promote better compliance by taxpayers.
• Discussions with Canada Revenue Agency with respect to education/training for taxpayers/tax practitioners.
• Discussions with Canada Revenue officials with respect to the Community Volunteer Income Tax Program (CVITP) to collaborate in the preparation of income tax and benefit returns for eligible individuals who have a modest income and a simple tax situation.
• Discussions with government officials on research and policies to improve gender equality and women’s economic outcomes.
• Discussions with government officials on the multilateral approach to international taxation in the digitalized economy.
• Discussions with government officials to build our understanding of their needs in order to help CPA Canada develop resources and education products with the objective of enhancing comptrollership and financial management in the public sector.
• Discussions with the federal government about climate related financial disclosures for the purpose of enhancing climate related risk disclosure in both public sector and private sector financial reporting.
• Discussions with the federal government on various aspects of the Canadian housing finance system and the housing market more generally.
• Discussions with the federal government on various aspects of the Excise Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose.
• Discussions with the federal government on various aspects of the Income Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose and does not inadvertently affect taxpayers that it was not supposed to impact.
• Discussions with the federal government regarding the rules of conduct pertaining to Chartered Professional Accountants working for the CRA to ensure standards involving professionalism, integrity and ethics are met.
• Dual-designation certification program (CMA/CPFA) for public servants. CPFA is a British-based designation that is now offered with CMA to all levels of government in Canada. CMA is a Certified Management Accountant and CPFA is a Certified Public Finance Accountant.
• Federal government budgets with respect to tax and fiscal policy measures.
• Infrastructure, with respect to governance of the Canada Infrastructure Bank and investments in green infrastructure.
• Interested in working with federal government on national/international programs with regard to professional foreign credential recognition.
• Interested in working with federal government on programs with regard to financial literacy
• Interested in working with the federal government on financial capacity building in indigenous communities through financial literacy and increasing the number of indigenous finance professionals.
• Pan-Canadian Framework on Climate Change and Clean Growth, with respect to the Working Group on Adaptation and Climate Resilience.
• Policy advice regarding incenting business innovation and growing businesses to compete globally.
• Policy advice regarding measures to support climate change adaption and resiliency in both the public and private sectors.
• Policy advice regarding skills training and programs to address future labour market needs.
• Programs or services to assist in growing and advancing accounting education, professionalization and standard-setting in developing countries.
• Programs related to international education, including recruitment of international students to Canada and delivery of education programs and services to international markets.
• Programs related to the labour market for increased participation and inclusion.
• Providing advice to government regarding the regulatory framework and reporting processes of pricing carbon emissions and other environmental externalities.
• Providing research on economic and social policy topics such as income inequality and the nature of employment.
• Reforms to transfers of ownership of businesses to third parties with equal assessment on intergenerational transfers.
• Representation to the CRA with a focus on enhancing services and tax administration to ensure a well-running tax system for Canada.
• Representation to the Canada Revenue Agency regarding Canada Revenue Agency policy on "Acquiring Information from Taxpayers, Registrants, and Third Parties" with respect to access to auditors/accountants working papers.
• Tax simplification/reform, involving discussions with the federal government to undertake a comprehensive review of Canada's tax system to reduce its complexities and inefficiencies.
• The Federal Government should implement a "patent box" to incent Canadian companies to develop and commercialize their innovations in Canada.
• The progress of free trade negotiations and the implementation of free trade agreements as they relate to the provision of professional services and the movement of businesspeople and service providers.

Regulation

• Advice, input and feedback to government officials regarding Canada’s overall anti-money laundering and anti-terrorist financing regime and other financial-related crimes.
• National securities regulation as it affects Canada's capital markets
• Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations.
• Recommendations for improvements to regulations affecting the operation of Canada's capital markets and reporting, disclosure and verification of information used by these markets

Communication Techniques

• Written communication
• Oral communication
• Grass-roots communication

Government Institutions

• Bank of Canada
• Business Development Bank of Canada (BDC)
• Canada Revenue Agency (CRA)
• Employment and Social Development Canada (ESDC)
• Environment and Climate Change Canada (ECCC)
• Finance Canada (FIN)
• Financial Consumer Agency of Canada (FCAC)
• Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
• Global Affairs Canada (GAC)
• House of Commons
• Immigration, Refugees and Citizenship Canada (IRCC)
• Indigenous Services Canada (ISC)
• Infrastructure Canada (INFC)
• Innovation, Science and Economic Development Canada (ISED)
• Justice Canada (JC)
• National Defence (DND)
• Natural Resources Canada (NRCan)
• Office of the Auditor General of Canada (OAG)
• Office of the Privacy Commissioner of Canada (OPC)
• Office of the Superintendent of Financial Institutions Canada (OSFI)
• Prime Minister's Office (PMO)
• Privy Council Office (PCO)
• Public Safety Canada (PS)
• Public Services and Procurement Canada (PSPC)
• Senate of Canada
• Service Canada (ServCan)
• Standards Council of Canada (SCC)
• Statistics Canada (StatCan)
• Treasury Board Of Canada Secretariat (TBS)

Government institutions added through a monthly communication report

• Canadian Food Inspection Agency (CFIA)
• National Research Council (NRC)

Address:
277 Wellington St. W
Toronto, ON  M5V 3H2
Canada

Telephone number: 416-977-3222
Fax number: 416-977-8585