As an accountant, I am both proud and obligated to report my Continuous Professional Learning and Development (PD). In 2015, with a new designation (CPA) I thought I would try a 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 PD and Good Intentions).
- 2025 Professional Development
- 2024 Professional Development
- 2023 Professional Development
- 2022 Professional Development
- 2021 Professional Development
- 2020 Professional Development
- 2019 Professional Development
- 2018 Professional Development
- 2017 Professional Development
- 2016 Professional Development
2025 Professional Development
All amounts in hours with the value in brackets the actual/estimated amount devoted to ethics directly or indirectly involved and included in the total. Explanation, if indirect, given in brackets.
| Date | Event | Time (Ethics) | Comments |
2024 Professional Development
110.5 hours of professional development for 2024. The amount in brackets is the actual/estimated amount devoted to ethics directly or indirectly involved and included in the total. Explanation, if indirect, given in brackets.
| Date | Event | Time (Ethics) | Comments |
| Aug – Dec | Tracked IPOOG Time (I IPOOG’d) | Partially included below, I recorded 472 hours of interest time. Some for nonprofits and others for personal projects | |
| Nov-Dec | Support the SAPAA CBC story | 12 (4) | CBC approached SAPAA. Manage this interaction and provide an interview on Nov 15. See: Guns, CBC, and Natural Areas – 2024-11-15 6-hours of ethics represents the importance of balancing sensationalism against reporting fact. |
| Dec 24 | Google Workspace Administrator Learning Path | 52 | Completed the program. 25 hours to configure the SAPAA GWS environment. |
| Nov 14 | (ERP): Navigating Modern Business Technology | 2 | Moderate, time includes preparation |
| Oct 30 | Monitoring to Drive Change | 8 (0.5) | Attend Conference, 1h preparing as a panelist. (CitSci data ownership include special indigenous considerations). |
| Oct 23 | Place-based Partnerships | 1 | eDNA and bringing molecular biology to communities in Alberta. |
| Oct 9 | Transformative Tools: Managing Big Data | 1 | NatureCounts and the development of the State of Canada’s Birds. |
| Oct 2 | Empowering Future Stewards | 1 (0.5) | Peavine Metis Settlement and NAIT who discussed empowering future stewards. (Indigenous considerations) |
| Aug | 2024 Birkie Business Model | 8 | A blog series on the ‘IPOOG’ framework and its use for nonprofits. Includes cyber security considerations. |
| June 27 | Safe Sport Training | 1 (1.0) | Required as a staff and board member of the Birkie. Ethics points. |
| May 28 | The VMS Landscape | 8 | Design, plan, organize, and deliver a review session on volunteer management systems. |
| April 4 | Dragons and Protected Areas | 8 | Design, plan, organize, and deliver a review session on a Phone Application for SAPAA. |
| Feb 29 | Consultant Cage Fight | 8 | Design, plan, organize, and deliver a session on consulting as a career path. |
2023 Professional Development
A productive year in which technical documentation was completed on two business tools and considerable effort on advancing volunteer management state of knowledge. At least 101 hours of professional development.
| Date | Event | Time (Hours) | Comments |
| Dec 27 | OHS & Volunteer: ACS case | 6 | Create use case of a best in class safety program for a fictional organization. See: Easy Bake Safety. I am including this conference and the case study as part of my 4-hour ethics requirements as it meets these suggested topics: 1. Regulatory Update relevant to role (managing and promoting volunteers). 2. Integrity and Ethical decision making (noting the extreme gap in safety programs within non-profits), 3. Ethics, culture, and environment (ibid). |
| Dec 22 | OHS & Volunteer | 10 | Edit conference video-notes; learn editing software. See: Notes About a Safe Space – OHS and the Non-Profit |
| Nov 23 | OHS & Volunteer | 15 | Develop event idea, and project manage conference. See: Safety and the Volunteer: How to Comply With/Excel at AB’s OHS Requirements; OHS, SNPs, and HELP! – November 23, 2023 Conference; and Safety, the Volunteer, and the Accountant. |
| Oct 2023 | Volunteer Lifecycle Series | 20 | Development of a lifecycle approach to volunteer management. Continuation of prior work; see: A Field Guide to Volunteer Lifecycles; Lucky 7’s in LAST VeGA; (A) Typical Volunteer; Surveying a Sea of Description; A Spell (and Birch) Binding Use Case; Telling the Volunteer Story(ies); The Birkie Catalog of Opportunities; Birkie – Sign Me UP!; A Poor Man’s (non-profit’s) Volunteer System; The Burden of Volunteering; and Two Out of Three SNPs are Gone!. |
| Winter to Summer 2023 | The LIfe and Death of a OBI | 25 | In late 2022 and through winter/spring of 2023, I lead a project team to document and then convert Oracle Business Intelligence (OBI) to a cloud solution. The first step in this endeavour was to document the OBI footprint and de-commission more than two-thirds of the reports. The methodology described in the process can be used/ modified with other reporting technologies. Introducing Mount OBI, Preparing to Climb Mount OBI, Measuring Mount OBI, AGOV Talks About Summiting Mount OBI, Death of Mount OBI. |
| Winter to Summer 2023 | Ode to ODI | 25 | Oracle Data Integrator (ODI) is an extract, transform, and load (ETL) tool. Jokingly called ‘plumbing’, ODI and other ETL tools are ignored … until they stopped working. A documentation effort was undertaken. The methodology was described for future users. Ode to ODI – Documenting the Plumbing |
| Spring 2023 | Knowledge Transfer | 4 | Methodology to think about and conduct a knowledge transfer process (KT). A Poor Man’s KT |
2022 Professional Development
| Date | Event | Time (Hours) | Comments |
| All Year | Curation of web pages for SAPAA, 160 Natural Areas, 1 Newsletter and Administration | 1h x 160 | 1h is a minimal estimate. This includes basic research and excludes lay up, etc. |
| All Year | Curation of Vienna Public Art and Wanderings, 51 posts | 2h x 51 = 102 | 1h is a minimal estimate. Many required multi-day field trips, etc. Used to improve SAPAA presentation |
| 262 h | Verifiable |
2021 Professional Development
| Date | Event | Time (Hours) | Comments |
| Jun – Dec | SAPAA Website Upgrade, WordPress training, development of policies & guidance | 100 | Propose, design, implement, train and build an improved www.sapaastewards.com website. |
| December | Preparation work – CPA Awards Committee | 1.5 | Online and draft criteria |
| Nov 23 | Presentation: Six Months to Go | 2.0 | Presentation to Vienna Based Organizations on ERP project methodology. |
| Nov 22 | Effective working from home, Lockdown 2021 edition | 1.5 | Preparation and delivery |
| Nov 19 | COVID Protocol in an International Organization | 1.0 | Preparation and delivery |
| Sep 26 | WordPress.com Essential Training | 2.5 | via LinkedIn Learning |
| Sep 16 | FMI – Getting up to Speed | 50.0 | Assist in the program development, orientation of the panel, moderating the event. |
| Sep 7 | Onboarding in an International Organization context | 15.0 | Design, development and execution of the program |
| Aug 30 | BSafe UNDSS Security Briefing | 1.0 | 0.5h of ethics |
| May 26 | GOVERNANCE FOR NON-PROFITS Sustainability During Pandemic Times | 2.0 | Panel member and development |
| May 2 | Google Forms Essential Training – LinkedIn Learning | 0.5 | Verifiable |
| April 20 | Virtual Facilitation and Engagement | 3.5 | Verifiable |
| April 15 | Introduction to Gender-based Analysis+ | 2.0 | Verifiable, also ethics |
| March 7 | Money Mentors – Managing Money and Understanding Credit for Students | 2.0 | Verifiable |
| March 6 | Money Mentors – Fraud Detection and Prevention | 2.0 | Verifiable |
| March 6 | Money Mentors – Retirement Planning | 2.0 | Verifiable |
| February 2 | Money Mentors – Credit & Lending 101 | 2.0 | Verifiable |
| February 1 | Money Mentors – Break the Cycle: Spend Less & Save More | 2.0 | Verifiable |
| January 31 | Money Mentors – Budget Boot Camp | 2.0 | Verifiable |
| January 22 | CPA Achievement Award Review Committee Meeting | 4.0 | Annual award review |
| January 19 | CPA Mentor Program Meetup | 1.0 | Monthly CPA Mentor check in |
2020 Professional Development
| Date | Event | Time (Hours) | Comments |
| 2020 | Mentoring; 2 CPA mentee and 2 informal mentees. | 50.0 | Meetings and research as required. Content produced includes: Here, There and Points in Between. |
| 2020 | Review achievement award nominations. | 20.0 | Member of the award review committee. |
| December | Wild Apricot System set up and learning | 10.0 | Tutorials and download handouts to set up YEG-Ville site. |
| December | YEG-Ville Snowshoe & Walking Guide | 100.0 | Conceptualizing and creation of content for a walking guide for the Metro-Edmonton area. |
| November | Support a grass roots effort to save the Canadian cooperative MEC from being sold via a receivership process. | 10.0 | Analysis and research including: MEC Debt Matters, MEC and Slumbering Neurons, and MEC and Private-ME. |
| November 18 | CPA Ambassador – Budgeting for Non Profits. | 10.0 | Preparation for this presentation. |
| November 18 | A Non-Profit and a Rabbit Hole Walked into a Budget…. Other research & writing includes: Co-opetition at 20-Something, Co-opetition & the Non-Profit, What is This Budget-Thing You Speak Of?, Volunteering Definitions, and Volunteers in LAST-VEGA, | 100.0 | Research and creation of new material related to non-profit budgeting. |
| October 29 | Art of Negotiations | 1.0 | CPA Canada |
| Summer – September | Develop a promotions campaign for CPA Alberta Achievement Awards Information Session. | 50.0 | Develop program and content for two webinars. |
| October 11 | Planning across the enterprise | 1.0 | CPA Canada |
| August | Financial Literacy Orientation | 1.0 | Various videos on Youtube. |
| Summer | Develop, revise and deliver two financial literacy sessions for the Enoch First Nation (west of Edmonton). Content was sourced from CPA Canada, aboriginal organizations, public domain and developed gamifications. (19125). | 200.0 | Coordination with Enoch, CESO & CPA Canada. Original content: Seated By Season, I Want to Learn, Who Wants to be a Fraudster? and The Game of Sudden Wealth. |
| March to June | Research into Results Based Management. Partially inspired by CESO assignment noted below. | 100.0 | Personal research and writing related to RBM. Mostly unpublished except for the following: An Objective Field Guide, |
| March to May | Supported the Mongolian National Development Agency develop an evaluation process to select of large value state investments. Created sustainable development framework, evaluation criteria, mapping and presentations. Work done remotely (19083). | 200. | Learning the culture and circumstances of Mongolia. Development of original content. Now-Event Map, Using the Now-Event Map, A Valid Validation Map, Thinking Positive About a Negative Score, and Organizing Re-Organization Notes. |
| February 21 | CESO Inter-culture communications course | 2.0 | Verified, also verified for ethics. |
| February 13 | Feb Meet up – OpenExo | 1.0 | Disruption using the Singularity model |
| January 16 | CPA Achievement Review Meeting | 8.0 | Presented and championed public sector award nomination as part of this committee. |
2019 Professional Development
| Date | Event | Time (Hours) | Comments |
| December | CPA Achievement Awards | 12 | Review of Early Achievement, Distinguished Service and Fellow CPA award nominees. This included updating an evaluation rubric and scoring sheet. |
| November 27 | CPA Breakfast with Minister Copping | .5 | See email invite vis date. |
| November 26 | PWC New World, New Skills | 2 | See email invite vis date. |
| November 5 | CPA Mentorship Training | 3 | See emails from CPA Alberta. |
| September 25 | FMI Edmonton – Bright Spots in Alberta’s Economy | 3 | Acted as the event photographer |
| September 10 | RHI CEO Insights | 2 | See my blog. |
| August 27 | Procurement Process Review | 2 | See email invite vis date. |
| August 21 | Finance Business Process Review | 2 | See email invite vis date. |
| July 11 | Human Capital Mgt (SAP implementation) | 2 | See email invite vis date. |
| June 10 | Risk, Information Security Management Directives & Project Mgt. | 2 | See email invite vis date. |
| April 23 | GoA ERP Project Orientation & Boot Camp | 2 | Orientation to the Government of Alberta’s ERP implementation, support for 35 transferred staff members. |
| April 22 | Ethics and Code of Conduct and Global Workplace Harassment | 2 | Required to volunteer for CESO. |
| March 20 | Appreciation (Encourage the Heart Leadership Practice) | 2 | Continuation of CALM training |
| March 18 | CPA Peer to Peer Innovation & Technology | 2 | Contribute and attend a peer to peer forum. |
| February 25 | CALM Training | 3 | Introduction to a Coaching Approach to Leading & Managing. |
| January 25 | Potter Tells All | 20 | Present experiences from taking a 10 month secondment in Vienna Austria (blog pending). |
| January 15 | CPA Nomination Review committee | 8 | Presented and championed public sector award nomination as part of this committee. |
2018 Professional Development
| Date | Event | Time (Hours) | Comments | Type |
| December | CPA Achievement Awards | 12 | Review of Early Achievement, Distinguished Service and Fellow CPA award nominees. This included developing an evaluation rubric and scoring sheet (CPA Achievement Award – Phrank’s Evaluation Criteria and Cheat Sheet). | Verifiable |
| December 5-6 | Vienna Based International Organizations | 8 | Attended Day 1 of 2, facilitated Day 2’s morning session and presented ‘Practical COSO’. This is a gathering of Vienna based organizations such as CTBTO, IAEA, UN and the OSCE. Despite the wide variety of organizations, the challenges (staff, standards, systems, funding, time management) are the same. | Verifiable |
| October | COSO Internal Controls | 17 | Certification in COSO Internal Controls. A very good course that needs a bit of updating. | Verifiable |
| June | Finance Officers Meeting | 12 | Annual Conference for an international organization in Vienna. Presiding Deputy Director for the 1.5 day conference. Similar to the CFA conference below, I was impressed with the passion the FO had for the OSCE. | Verified |
| June | United Nations Finance and Budget Network Meeting | 12 | Held in Vienna, a twice-annual meeting held as a sub-committee of the High-Level Committee on Management which is a sub-committee of the United Nations System Chief Executives Board for Coordination (CEB). See my notes on UN Liabilities. | Verified |
| April | Chief Fund Administrator Conference | 12 | Annual Conference for an international organization in Vienna. Presenter and support for other presentations. | Verified |
| Feb 22, 2018 | Immigration: Exploring Canada’s Open Door Policy | 10 | Support for the the conference, photographer and attendance. | Verified |
| 2018 | Total | 83 | Total Hours (20 hours required) |
2017 Professional Development
| Date | Event | Time (Hours) | Comments | Type |
| 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). | Verified |
| 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. | Verified |
| 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:
| Verified |
| Sep 19 | FMI – Lost Dutchman’s Mine | 3 | Attended and supported its promotion and planning. | Verified |
| 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. | Verified |
| 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. | Verified |
| Jun 6 | FMI Planning Session | 2 | Facilitated a planning session to establish the next year’s programming for the Edmonton Chapter. | Verified |
| May 17 | GoA: Management Engagement Sessions | 2 | Facilitated session on employee engagement, management’s role and the GoA employee engagement program. | Verified |
| May 17 | FMI: Building a Healthy Workplace | 120 |
| Verified |
| 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. | Verified |
| Mar 30 | CPA Alberta – Get Connected 2017 | 2 | Attendance at the CPA Mixer between employers and new and existing CPAs. | Unverified |
| Feb 26 | Public Sector Certificate Level 1 | 40 | For my thoughts on this program see my blog of the same name. | Verified |
| 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. | Unverified |
| Feb 9 | The Alberta Economy – Between a Budget and a Hard Place | 10 |
| Verified |
| Jan 31 | People Leader Community Network – Info Session | 1 |
| Unverified |
| Jan 24 | Field trip to Treasury Board and Finance | 2 |
| Verified |
| 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. | Verified |
| 322 | Total Hours |
2016 Professional Development
| Date | Event | Time (Hours) | Comments (Verifiable and CMA Competency Map reference) | Type |
| Fall 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. | Verified |
| 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. | Verified |
| Nov 8 | Leder School of Business, BUSI 489 preparation for Internship | 2.0 | Assist students in understanding a career in accounting. | Unverified |
| Nov 7 | Gov’t Connects (see my blog on Monetizing Government Services) | 8.0 | Invitation only session to discuss and contribute to digital transformation. | Verified |
| 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. | Verified |
| Sept 21 | Fostering Innovation in the Public Service When Money is Tight|. | 3.0 | Attended FMI Session | Verified |
| 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. | Verified |
| Apr 28 | Contracting 101 | 2.0 | Internal Department course | Verified |
| 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. | Verified |
| 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. | Verified |
| 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. | Verified |
| 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. | Unverified |
| 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. | Unverified |
| 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. | Verified |
| 2016-01-28 | Public Sector and Its Unions | 3.0 | Attended conference, [preparing post conference notes] | Verified |
| 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. | Verified |
| 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. | Verified |
| 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 |
Organizational Biology 