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Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find...

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Module 3 Mentoring Tips
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Page 1: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Module 3 Mentoring Tips

Page 2: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

2

Page 3: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

3

Page 4: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Module 3 Timeline

4

1 2 3 4 5 6 7 8 9

FFIS

Withdrawal

deadline

Tasks

end Review

week

Evaluation

Results

Appeals

Find the Schedule

of Key Dates in

the Mentor Centre

Page 5: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Module 3 Overview

5

Roles Users

Associate,

Parkhurst & Loewen (P&L) Partners and staff at P&L

Vision’s management (client)

Other parties related to Vision (clients)

Assistant Controller,

Vision Windows Limited Vision’s management

Page 6: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Module 3 Overview

Areas of Focus

Foreign currency

translation

Hedging

Consolidation Corporate tax

Due diligence

6

Page 7: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

7

Find in the

Module 3 Student

Overview in the

Mentor Centre

Page 8: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

8

Find in the

Module 3 Student

Overview in the

Mentor Centre

Page 9: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

9

Find in the

Mentor Centre

Page 10: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

10

Watch

Framework for

CASB Mentors

for challenges

common to all

modules

Page 11: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Where Module 3 Students Struggle

11

Student challenges

Technical challenges

Page 12: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

12

Where Module 3 Students Struggle

Technical challenges vary by student

Page 13: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

13

Where Module 3 Students Struggle

Consolidations

Hedging

Foreign currency translation

Technical challenges

Page 14: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

14

Watch

Framework for

CASB Mentors

for tips common

to all modules

Page 15: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

Module 3 Mentoring

Coach for technical

weaknesses

15

Coach for

technical

weaknesses

Page 16: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

16

Coach for

technical

weaknesses

Find in the

Module 3 Student

Overview in the

Mentor Centre

Page 17: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

17

Coach for

technical

weaknesses

Find in the

Mentor

Modules

Page 18: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

18

Other internal training office resources

Coach for

technical

weaknesses

Page 19: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

19

Coach for

technical

weaknesses

Find in the

Mentor

Modules

Page 20: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

20

Coach for

technical

weaknesses

Find in the

Mentor

Modules

Page 21: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

How Mentors Can Help

21

Coach for

technical

weaknesses

Find in the

Mentor

Modules

Page 22: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

22

Page 23: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Smaller and Larger Offices

Buddy system Technical

sessions Module 3

champion

23

Watch

Framework for

CASB Mentors

for tips common

to all modules

Watch CA

Training Office

Mentoring

Practices for

common

mentoring

practices

l.greguric
Oval
l.greguric
Oval
Page 24: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

24

Page 25: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

25

Mentor Resources

Mentor Centre CASB Mentor Modules UFE Prep Mentor Module

Content • Mentoring resources

• Common

practices

• General

framework

• Module-specific

• Topic-specific

• Webinar

recordings

• Learning materials

from modules 1

through 5

• Links to Mentor

Centre resources

• Learning materials from

CASB’s UFE Prep

program

• Links to Mentor Centre

resources

Location www.casb.com Desire2Learn Desire2Learn

Access Open Registration required Registration required

UFE

Page 26: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Learning Objectives

1. Know which topics are covered in Module 3

2. Identify student challenges unique to Module 3

3. Understand what mentors can do to support Module 3 students

4. Differentiate between large and small office mentoring practices

5. Know what resources are available to assist mentors

6. Know how to access the CASB Mentor Centre

7. Know how to register for the Mentor Modules

26

Page 27: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

27

CASB Mentor Modules Registration

Why • Access to all learning materials from modules 1 through 5

• Advanced notice of mentoring events/new mentoring

resources

Who • Qualified CA

• Senior CASB student

• HR Contact

• Student Contact

How Complete CASB Mentor Registration Application in Forms

section of www.casb.com

When • Register anytime

• Content refreshed with each module offering

• Registration renewed annually in October

Page 28: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

28

UFE Prep Mentor Module Registration

Why • Access to all learning materials from CASB’s UFE Prep

• Advanced notice of UFE mentoring events/new UFE

mentoring resources

Who • Qualified CA

• CASB student who

successfully completed UFE

• HR Contact

• Student Contact

How Complete UFE Mentor Registration Application in Forms

section of www.casb.com

When • Register anytime

• Content refreshed each May

• Registration renewed annually in April

UFE

Page 29: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

29

Mentoring Questions

Lara Greguric, MA, CA

Director of CA Training Office Engagement

CA School of Business

Email: [email protected]

Phone: 604-488-2645

Contact:

Page 30: Module 3 Mentoring Tips - casb.com€¦ · Module 3 Student Overview in the Mentor Centre . 9 Find in the Mentor Centre . Learning Objectives 1. Know which topics are covered in Module

Thank you

30


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