Financial Strategist
The Financial Strategist is a newsletter that accompanies each of the 10 yearly Financial Intelligence releases. It provides an overview of the studies, paper, presentations and articles prepared by Canada’s leading experts for this series. This newsletter is not intended to merely repeat, abridge or restate the material, but rather its purpose is to address, in a condensed, easily accessible, and time-saving manner, key issues in financial decision-making and to highlight critical points raised.
Internal Audit
From risk management, technology issues and internal control, to ethics, fraud, corporate governance and industry-specific issues, the Internal Audit journal will cover all key areas of importance for internal audit.
To be launched in 2004, this journal will examine on key internal audit practices, presenting the latest developments in corporate governance and best practices to guide directors and senior managers. As well it will address the latest strategies for complying with new regulatory requirements, recognizing the red flags of financial reporting fraud, conducting financial reporting investigations, and minimizing the risk of fraud being committed in an organization. Whether you are new to internal auditing, an experienced auditor, or a related professional, there is an opportunity for you to build an invaluable framework for personal and organizational success.
This journal, which will be essential reading for CFOs and controllers; corporate treasurers; financial regulators; internal auditors; CEOs; VPs and directors of finance; corporate directors; forensic accountants; legal, tax, and insurance personnel; auditors; accountants; finance managers; account auditors; corporate auditors; heads of internal audit; chief internal auditors; compliance managers and audit committee members will also include articleson particular techniques and technologies and preventive controls and improved standards. Areas to be covered include:
· Fraud and forensic auditing
· Standards and guidelines for internal auditing & compliance
· Control design & assessment skills
· Writing and presenting audit reports
· Enterprise-wide risk assessment & risk management
· Corporate governance
· Disclosure for listed companies
· Control self-assessment
· Internal audit competence
· Detection of financial statement fraud and tax evasion
· Bankruptcy and valuation studies
· GAAS, GAAP and OSC violation
· Non-standard entries, structured transactions and earnings management
· Fair presentation and disclosure transparency
· Audit quality and evaluation
· Transaction reconstruction and accountability
· Litigation support and dispute avoidance
· Current auditing techniques and applications
· Information systems auditing
· Internal controls and quality assurance
Corporate Disclosure
Due to the intricacies of contemporary business transactions, the numerous standards issued by regulators, and the vast variety of accounting and disclosure practices with their ever-changing terminology employed by reporting companies, financial statements and related disclosures have become very complex.
The Corporate Disclosure journal looks to reduce this complexity that can impede the work performed and the decisions reached by all involved in developing and using of financial statements and corporate disclosures.
This journal to be launched in 2004 will be written for CFOs; Auditors; Controllers; Accountants; Financial executives; Financial analysts; Public accountants and auditors for issuers; Corporate and securities lawyers; Securities analysts; Directors of finance; Corporate officers; Treasurers; Audit committee members; Officials in regulatory agencies; Brokers; Securities dealers; Underwriters and Regulatory compliance officers. It will focus on:
· Updates from the OSC
· Technical elements and international topics
· New rules for reporting issuers in Canadian markets
· Disclosure requirements for CEOs and CFOs
· MD&A issues
· Composition and responsibilities of audit committees
· Requirements for auditors of reporting issuers
· Fair value determination and measurement
· Derivatives and hedging reporting
· Revenue recognition issues
· Stock-based compensation reporting
· Business combinations
· Special purpose entities/variable interest entities: practical approaches to implementation
Innovative Financing
The Innovative Financing journal will provide you with best practices in arranging financing on a timely and cost-effective basis in today’s dynamic market where funding sources, credit conditions and the structure of effective financing solutions are constantly changing.
This journal being launched in 2004 is geared for CFOs; Auditors; Controllers; Accountants; Financial executives; Financial analysts; Public accountants and auditors for issuers; Corporate and securities lawyers; Securities analysts; Directors of finance; Corporate officers; Treasurers; Audit committee members; Officials in regulatory agencies; Brokers; Securities dealers; Underwriters and Regulatory compliance officers. This journal focuses on:
· Innovative and low cost borrowing vehicles to fuel growth and acquisition
· Low-cost funding
· Loan structuring
· Financing with an affiliate
· Long-term vs. short-term corporate borrowing
· Managing the bank/corporate partnerships
· Alternative sources of capital
· Financing a major acquisition
· Structuring the right debt portfolio for your company
· Asset-backed securitization
· Tax-effective leasing
· Canadian borrower's access to U.S. long-term capital markets
· Accessing the Canadian syndicated loan market
· Asset-based and IT leasing
· Asset-based lending alternative
· Mezzanine and subordinated debt financing
· The syndicated debt market
· Private equity financing
· Public-Private partnerships
· Project financing
· Structuring investments in today’s regulatory environment - ethical considerations
· Selected bankruptcy and restructuring topics
· Hedging strategy and the use of derivatives
Corporate Financing
Corporate Financing, launched in 1992, is a journal devoted to examining recent developments in the areas of corporate financing, securities regulation, reorganization and insolvency, and financial institutions and the dispensing of practical advice on corporate financing issues.
The distinguished contributors, all of whom are acknowledged leaders in their respective fields, supply insightful advice on the structuring of major corporate and financial transactions. Some of the areas covered include:
· emerging matters in securities law, practice and regulation
· bankruptcy aspects of corporate financing
· significant financing agreements; company law aspects of financing
· noteworthy deals
· financial institutions
· consideration of relevant judicial developments in the U.K. and U.S
· law reform
· practical advice and comments for corporate practitioners, including in-house counsel
Corporate Finance
The aim of the Corporate Finance journal since it was first published in 1992, is to keep financial executives, corporate lawyers and in house counsel up to date with the latest developments and trends in corporate finance along with related financing strategies incorporating these changes. Corporate Finance is a journal devoted to the taxation issues involved in all aspects of corporate finance, including:
· corporate restructuring
· corporate takeovers and proxy contests
· the design of securities
· how legal differences in the rights of creditors affect the complexity of debt contracts across countries
· the ways in which multinational companies organize the production of similar products in countries with different contracting environments
· the effects of regulation on corporate governance and business contracts
· joint ventures and strategic alliances
· accounting issues related to corporate governance and business contracting
· the application of option pricing to corporate contracting issues
· executive compensation disclosure
· M&A issues
Featured in most issues are articles covering recent transactions, Canada Revenue Agency and Department of Finance updates, changes in accounting rules; and analysis of recent cases. The journal also pays special attention to current developments in the U.S. and Europe with regular contributions from these areas.
Law for Accountants
The goal of the Law for Accountants journal, since it was first published in 1994, is to provide accountants and other financial professionals with practical, take-away knowledge of legal issues to use on a daily basis. Articles appearing in Law for Accountants are selected from the more than 40 Federated Press professional journals and newsletters published more in Canada covering most legal, tax and accounting disciplines. Articles are selected specifically for their relevance, applicability and value to the accounting profession. The subject matter is practical, useful and important, with information that is up-to-date, to the point and easy to read.