Phrank’s CPLD

As an accountant, I am both proud and obligated to report my Continuous Professional Learning and Development (PD).  With a new designation (CPA) I thought I would try a slightly different way of recording my PD in an open and transparent manner.  Within the comments field I will include the learnings, whether it is verifiable or not (e.g. I have a bit of paper to prove that I was there).  Further more, I promise to maintain this (see my 2014-02-17 Blog to this end).

2017 Professional Development

Date Event Time (Hours) Comments
2017 Awards and Nominations 20 Member of CPA Alberta awards and nominations committee.  This included attending meetings (~10 hours), reviewing and managing submissions (~20 hours) and developing future plans to improve public sector participation (see the blog series of the same topic).
Nov 24 Rethinking the Customer/Citizen Experience 2+ Attendance 2 hours plus a corresponding blog on Personas and Agile Methods. Two questions: the relative risks of personas for governments and how to increase the agility of government IT projects.
Nov 22 FMI – Disruptive Writers 100 Although I am only claiming 100 hours, this was actually about 200 hours of effort.  Nevertheless, some great learnings from this event including:

Sep 19 FMI – Lost Dutchman’s Mine 3 Attended and supported its promotion and planning.
July/ Aug Attended and participated in the GoA ERP planning sessions 5+ days for ~10 hours – Learned best practices of supply chain management.
– Participated in planning sessions for the GoA.
improved facilitation methods.
Jun 22 Forrester Briefing – Digital Transformation: Charting a Digital Strategy in the Age of the Citizen 2 Breakfast meeting with the topic of:Technology has mobilized citizens with information and access power they’ve never had before. That changing expectation compels government agencies and organizations to transform to meet their needs.  Attendees will: – Master digital’s new rules. – Learn how to differentiation through digital innovation. – Identify the technologies to transform your digital experiences and operations.
Jun 6 FMI Planning Session 2 Facilitated a planning session to establish the next year’s programming for the Edmonton Chapter.
May 17 GoA: Management Engagement Sessions 2 Facilitated session on employee engagement, management’s role and the GoA employee engagement program.
May 17 FMI: Building a Healthy Workplace 120
Apr 12 Public Institution Cyber Security Protocols Working Group Session 6 Facilitated and attended this work session between the Ministry of Advanced Education and Alberta’s post secondary institutions.  Focus was on how to harden cyber security.
Mar 30 CPA Alberta – Get Connected 2017 2 Attendance at the CPA Mixer between employers and new and existing CPAs.
Feb 26 Public Sector Certificate Level 1 40 For my thoughts on this program see my blog of the same name.
Feb 14 First Look at Microsoft Dynamics 365 2 Presentation by Sierra Systems providing an overview of Dynamics 365 technology.  Held at the Glenora Club.
Feb 9 The Alberta Economy – Between a Budget and a Hard Place 10
  • Attendance (3 hours).
  • Support the development of the pre-conference notes via my interns (Cox and Kaur).
Jan 31 People Leader Community Network – Info Session 1
  • Internal Advanced Education training session on leadership and sharing common methods among management.
 Jan 24 Field trip to Treasury Board and Finance 2
  • What is the role of TBF-Finance relative to the GoA finance function (e.g. inter-units, leadership, etc.)
  • What are some of the issues TBF has in consolidations, preparation of statements, etc.
  • What would a career look like in a corporate agency such as TBF for a new CPA
  • A demonstration of IBRS and how it helps to keep the TBF GL clean particularly through the RIA Module.
  • What is the role of the TBF budget team relative the ministry.
  • What challenges and advantages does your team have in preparing the Ministry budget relative to AE.
  • Discussion on your career trajectory and how a CPA helps you in your budget role.
  • Demonstration of your coolest Budget thing you are currently using
  • What role does a controller play in the GoA
  • As an overview, how are the GoA Financial statement consolidated and what are the issues and challenges of doing so
  • What projects does the controller office have underway that may affect AE finance/itm
  • What would a career look like in a corporate agency such as the controller’s office for a new CPA
 Jan 18 Blockchain Innovation Session #2 2 The role of block chain currently and in the future within the public service.  Presentations by PwC and current users.
322 Total Hours

2016 Professional Development

Date Event Time (Hours) Comments (Verifiable and CMA Competency Map reference)
2016 CPA and the Public Sector. 90.0 Develop the idea, edit pre-conference notes, developed and ran ‘Questions a la Carte‘, post conference article on key learnings.
 Nov 17 CPA and the Public Sector.  3.0 Attended this FMI event seeking to understand how the CPA merger has affected the financial manager in the public sector.
Nov 8 Leder School of Business, BUSI 489 preparation for Internship 2.0 Assist students in understanding a career in accounting.
Nov 7 Gov’t Connects (see my blog on Monetizing Government Services) 8.0 Invitation only session to discuss and contribute to digital transformation.
Oct 6 Transforming Government 1.5 Attended this presentation provided by Forrester.  Developed blog describing the key themes and take away questions from the event.
Sept 21 Fostering Innovation in the Public Service When Money is Tight|. 3.0 Attended FMI Session
2016 FMI – Fostering Innovation in the public sector 90.0 Develop the idea, edit pre-conference notes, developed and ran ‘Innovation Bingo‘, support conference calls with presenter, published a post conference blog on key learnings.
Apr 28 Contracting 101 2.0 Internal Department course
Mar 30  Sustaining an Analytic Culture and Strategy: Lessons from the Trenches: Sustaining an Analytic Culture and Strategy: Lessons from the Trenches 2.0 The promise of analytics to deliver increased efficiency and effectiveness in the public sector is well understood. Advanced analytics have the potential to help us rethink the business of government. From remodeling traditional delivery models to optimizing performance and improving engagement between agencies and with the public, the potential value of advanced analytics is undeniable. But the value doesn’t come free.
Mar 23 COBIT 5 and Alberta’s Provincial Health IMIT Governance Framework 1.0 The new Provincial Health System IMIT Governance Structure has been approved (in principle).  The framework was largely based on the COBIT 5 framework and  is the result of extensive collaboration with AHS.  This governance project was a great learning experience of how to take a conceptual model, adapt it and implement it in a very complex environment.  There were many challenges and setbacks and many lessons learned.
Mar 17 The Art of Influencing Others 3.0 Randy Shuttleworth is a senior partner of the Training Company which provides specialized training for organizations and for individuals. This session of influencing others will be specifically tailored to the needs of financial professionals working in the public sector. Join us for an unique opportunity to better understand your family, team and organization. Also, how best influence these groups and individuals to achieve the best possible decision for all concerned.
Mar 2 Connecting with Tomorrow 2.0 One of MacEwan’s main strategic directions is having strong community engagement. Connecting to Tomorrow focuses engagement in the field of accounting and finance in a way that enhances teaching, research, the profession and the business community. In partnership with CPA Alberta, MacEwan University is taking a leading role by partnering with stakeholders to explore ideas, share information and initiate research to enhance the discipline.
Feb 22

The Economics of Renewable Energy: Home Solar Power” with Dr. David Brown

1.0 Macro economic considerations of co/micro-generation of energy.
2016 Board Member – Edmonton Chapter of the Financial Management Institute 20.0 Approximately xxx total hours including time noted below.  Activities include development of program ideas, marketing, web management and project management.
2016-01-28 Public Sector and Its Unions 3.0 Attended conference, [preparing post conference notes]
2016-01-05 UofA Business School Association’s 2016 Apprentice 2.0 Judged 11 ‘elevator’ pitches from first year business students along with a judging panel from both the Government of Alberta (Darwin, Joy, Shakeeb) and Meenuka Singh from CPA Alberta.
2016 Snowshoe Program, EBTC 10.0 Developed a series of introductory snowshoeing sessions and delivered them over a succession of Tuesday nights.  Specific learning plans can be found at the various ‘EBTC’ blogs on this site.


Date Event Time (Hours) Comments (Verifiable and CMA Competency Map reference)
2015 Board Member – Edmonton Chapter of the Financial Management Institute 100 Hours Approximately 100 total hours including time noted below.  Activities include development of program ideas, marketing, web management and project management.
2015 Public Sector and Its Unions 90 Hours Develop the idea, edit pre-conference notes (including contributing a supporting essay), developing program design, facilitating program.
2015 Antifragile Strategic Planning 50 Hours Submission to the FMI*IGF Journal on the concept of Antifragile Strategic Planning.  These hours include reading Antifragile, ancillary research and a literature review, writing, editing (both personal and a peer review), graphics development and the publication management.
2015-11-18 FMI-YEG Capital 3 Hours Support for the presentation and running of this FMI session.  Attendance at the event as well.  These are verifiable hours.
2015-09-23 FMI – Fraud Awareness 3 Hours Support for the presentation and running of this FMI session.  Attendance at the event as well.  These are verifiable hours.
2015-03-17 Microsoft: Creating O Data Reports 1 Hour This session will cover how to quickly build three basic Power BI reports using OData – a resource management report, a project / portfolio management report, and an issues / risks management report. Presented by Guarav Wason
2015-03-12 FMI-Program Planning Meeting 10 hours Developing the 2015-16 Edmonton-FMI Chapter program.  This includes soliciting ideas (via email, blog, in-person and other), developing a short narrative each, organizing a scoring method for the FMI-Board and utilizing the results in both FMI and professional means (LinkedIn – Free Ideas).
2015-03-12 Three strategies on sustainable cost reduction 2 hours PwC Invitation – Royal Glenora Club
2015-03-04 OneNote 2013 (101) 1 hour Getting Organized with OneNote 2013; internal training
2015-02-26 Procurement-Who Does it Well? 90-100 hours Included in this estimate are: Project manager for the conference (60-80 hours of design, organization, pre-notes, planning, etc.); soliciting and organizing content including a question data set (2-4 hours) and writing, researching and editing the conference notes (20 hours).
2015-01-07 Judge – Case competition 1 hour University of Alberta – Business Student Association’s case competition.  Verifiable.
2015-2016 FMI – eJournal Working Group 20 Hours Member of the working group and editorial board of the FMI eJournal.  This includes contributing content onbehalf of the FMI-Edmonton Chapter (4X per year), attending working group meetings and redesigning the e-journal.
Date Event Time (Hours) Comments (Verifiable and CMA Competency Map reference)
2014 FMI Journal Article: LATE Management 50 hours Pending publication within the FMI Journal.
2014 Board Member – Financial Management Institute 100 hours Approximately 100 hours including time noted below.  Activities include development of program ideas, marketing, web management and project management.
2014-11-26 Retirement Planning in the Public Service: Learning to Adapt to the Tides of Change 8 hours General support for the conference (Marketing material, and website).
2014-11-21 Government of Alberta (GoA) Finance Community – Enroll 2 hours/ 4 hours Presentations by the City of Edmonton Auditor, Controller, GoA and CPA program update.
2014-10-23 FMI Board Meeting 1 hour Fall Board meeting
 2014-10-21 CPA Advantage Dinner (Edmonton) 4 hours Speeding dating for those interested in the CPA program
2014-09-11 FMI Conference: Sizing Up the Economic Horizon in Alberta 8 hours General support for the conference (Marketing material, and website).
2014-06-16 FMI: Conference notes for the Public Sector P in P3s 12 hours Compiling and editing the notes from this conference.
2014-05-21 FMI: The Public Sector P in P3s 3 hours Attendance:3 hours, organization 50-100 hours.
2014-03-12 AIIM Webinar: SharePoint Workflows + Digital Signatures: No more paper, Fast ROI 1 hour How SharePoint can support automated workflows which help:
• maintain consistent business processes;
• improve organizational efficiency and productivity;
• saving money otherwise spent on printing, scanning and archiving signed paper documents.
 2014-02-27 Open Government Lunch and Learn (IPAC) 1 hour • Highlight the possibilities, challenges, and innovative ideas of open government
• Verifiable: Strategy
2014-02-26 Writing 3C Briefing Notes Workshop  4 hours • Writing BNs in the Ministry of Health
• Verifiable:Enabling Value
2014-02-25 FMI – Auditors and the Public Sector Organization 4 hours • Three Auditors perspectives.
• Verifiable:Preserving Value
2014 Preparation for Auditors in the Public Sector Organization 8+ hours • Associated Project management and program development.
2014-02-13 CPA Employer’s Information Session: Westin Hotel 2 hours • Combined Employer Advantage Program
• Verifiable- Strategic: Creating Value
 2014-02-04 CIHI’s Experience with EMR Data 1 hour • CIHI’s experience with EMR data collection and analysis
• Critical insights from key stakeholders, including clinicians and jurisdictions
• CIHI’s response to the current strategic opportunities in primary health care
• Verifiable-Management: Enabling Value
2014-01-28/29 Policy 210: Policy Writing Skills 16 hours You’ll learn the fundamentals of clear and effective business writing for government policy making and decision making with an emphasis on plain language and keeping things brief.• Verifiable-Management: Enabling Value
January 2014 Preparation and organization for FMI: Humor in the Work Place 4 hours Project management, coordination• Verifiable-Management: Preserving Value
2014-01-23 FMI: Humor in the Work Place 4 hours Attendance, learnings: impact of generations and messaging.• Verifiable-Management: Preserving Value
2014-01-22 CPA Career Expo, Shaw Conference Centre 2 hours GoA Ambassador function• Verifiable- Strategic: Creating Value


Leave a Reply

Your email address will not be published. Required fields are marked *