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) and the map to the current Certified Management Accountant (CMA) CMA-CompetencySimple.

CMA Competency Map

CMA Competency Map

Further more, I promise to maintain this (see my 2014-02-17 Blog to this end).

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

 

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