“Thumbs up and liked. Confirms that the profession continues to evolve alongside the ever-changing society. All ranges of personalities can and should be able to fit the model of a CPA. Who is to say a certain personality cannot or can be what you want to become. We're blessed and privileged to live in this modern progressive society that accepts individuals of different backgrounds.” 

— CPA PEP Facilitator

Samantha Taylor Samantha Taylor

Who’s Your User? Understanding the Importance of Situational Awareness

My colleague, let’s call him Steve, gave a presentation pre-COVID to a room full of two hundred business professors. Luckily for us, it was recorded. When I pressed play, I saw Steve, in a suit and in front of a large, wooden podium. Steve’s talk was great. He spoke fluently, paused appropriately. Then, about halfway through his twelve-minute presentation, Steve started discussing the history of accounting.

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Samantha Taylor Samantha Taylor

Candidate Best Practice: Part 2 - Advice to prevent a professional catastrophe

As a CPA Candidate, you are bound by the Rules of Professional Conduct, just as a CPA would be. Given our CPA profession is self-regulated, it is logical a core element of that Code is integrity. Below is some advice, evidence, and replies for you to consider when drafting communication with integrity to any person.

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Samantha Taylor Samantha Taylor

Candidate Best Practice: Part 1 - Advice to prevent a professional catastrophe

As a CPA Candidate, you are bound by the Rules of Professional Conduct, just as a CPA would be. Given our CPA profession is self-regulated, it is logical a core element of that Code is integrity. Below is some advice, evidence, and replies for you to consider when drafting communication with integrity to any person.

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Samantha Taylor Samantha Taylor

Picture This: DAIS & Power BI

CPA PEP candidates will first see DAIS activities in Core 2’s Integrative Problems. Elective modules all include PowerBI tasks. Capstone 1 candidate may choose to use PowerBI to demonstrate DAIS competencies to meet the DAIS insights requirement in Part 3 of the report.

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Samantha Taylor Samantha Taylor

Submitting Tasks After Reaching 75% for Exam Eligibility

In CPA, PEP candidates must attain a 75 percent overall grade to write each module final exam. Action on the discussion boards and in my inbox around weeks 6/7 (when candidates tend to achieve this score) focuses on whether candidates have to keep completing module activities.

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Samantha Taylor Samantha Taylor

The Importance of Vetting your Sources

You’ve probably heard “If it is too good to be true, it usually is.” Unless you receive info from a CPA Canada or CPAWSB resource, it is secondary evidence.

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CPA PEP Samantha Taylor CPA PEP Samantha Taylor

New Facilitator Training-Virtual Edition, Part 2

When delivering the virtual training for new online facilitators, Kami, Nikki, and I made sure to provide moments where trainees could participate, communicate, share, inquire, and learn, and the formal learning interactions occurred as expected. What was missing were the impromptu social experiences that typically happen naturally when a group of like-minded individuals gathers.

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CPA PEP Samantha Taylor CPA PEP Samantha Taylor

Career Progression, Part 3: Moving on

We each have our limits, and it’s important to know when we can tap into our energy reserves and when we must replenish them. The advice I follow is to say “yes” until I no longer am excited about saying “yes”. My lack of enthusiasm indicates I either had too much on the go, or it isn’t the right opportunity for me.

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CPA PEP Samantha Taylor CPA PEP Samantha Taylor

Career Progression, Part 2: Create Value

We know businesses with multiple sources of income tend to be less “risky”. Ideally, those streams of income complement the natural business cycle, like a landscaper who in the winter, plows snow. As CPAs, we analyze the health of a business, conclude and advise ways to mitigate risks, yet why do so many of us choose to focus all of our efforts on one source of income?

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