While firms continue to invest in tools and processes to improve efficiency, there is a parallel trend emerging—one that is increasingly consuming time in an unplanned and reactive way. CRA activity has become more frequent, more targeted, and more persistent, resulting in prolonged file lifecycles and ongoing interruptions to workflow.
Through the Audit Shield lens, this segment explores:
- What has changed in CRA activity over the past 12–24 months
- Why this shift is occurring (systematic, data-driven targeting)
- Where firms are most exposed
- The operational and relational impact on firms and their clients
The objective is to provide attendees with a clear, data-informed perspective on how firm capacity is being affected—and how leading firms are beginning to think about protecting that capacity moving forward.
TOPICS:
- Transition from Productivity → Exposure
- What’s Changed: CRA Activity Has Shifted
- Understanding “Systematic” CRA Activity
- Where Activity Is Concentrated
- The Hidden Cost: Elapsed Time vs. Billable Hours
- The Compounding Effect on Firm Capacity
- How Firms Are Responding
- Protecting the CPA–Client Relationship
LEARNING OBJECTIVES:
- Learn how to optimize your firm’s time with CRA Audits
- Understand how to track your costs with Audits
- Learn how to maintain a good working relationship with the CRA
“If efficiency is the goal, then protecting that efficiency becomes just as important.”
THIS WEBINAR INCLUDES:
- 30 days to review the webinar recording
- PDF version of the presentation slides
- PD Certificate for 1 hour
PRESENTERS: Jason Koenig, Head of New Partnerships – Canada, Accountancy Insurance, https://www.accountancyinsurance.ca/
Jason works with CPA firms across Canada. He regularly presents on CRA activity, emerging compliance trends, and the operational impact of CRA reviews, audits, and investigations. Jason helps firms understand how changing CRA scrutiny is affecting practitioners and how firms are adapting to protect valuable professional time and client relationships.
PROFESSIONAL DEVELOPMENT (PD) CREDITS:
Wolters Kluwer's professional development programs are designed to meet the continuing education requirements of various professional associations. You will receive the same number of credits as the length of the webinar. Please consult your provincial association to ensure this webinar meets the continuing professional development standards applicable to your specific situation.
CANCELLATION POLICY:
Cancellations must be confirmed in writing at least one (1) business day before the start of the broadcast to receive a full refund. No refunds will be issued for notices received after the cancellation period. If the webinar is cancelled, participants will be notified and may transfer their registration or obtain a refund.