Sessions
Managing relationships with CPAs
Communication
Presented by: Denis Chainé
During this transformative session, Denis Chainé, CPA, CA, will lead attendees through the complex journey of interacting with their client’s Chartered Professional Accountant(s) harmoniously to reduce stress and increase efficiency. Discussion topics will include services performed by your client’s CPA, general expectations and misconceptions, common documentation requirements for various levels of year-end engagement (compilation, review, audit), as well as periodic financial review and oversight.