2017 CIRI/Ivey Finance & Accounting Tutorial

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CIRI National
Start Date
Sunday October 1, 2017 – 8:30 AM
End Date
Sunday October 1, 2017 – 5:00 PM

Rick Robertson, Associate Professor, Ivey Business School

Rick Robertson is an Associate Professor of Managerial Accounting and Control at Ivey Business School. He has a BA in Business Administration, and an MBA and PhD from Western University. He earned a CA with Ernst & Young and has completed the CICA In-depth Tax Course for practicing tax specialists. In 1991, to increase his practical tax knowledge, he began working full-time for Ernst & Young as a Senior Tax Manager in the London office. After two years of client service in the tax area, he returned to Ivey Business School and began the process of developing a managerially-oriented tax course.

Robertson's research interests lie in the area of accounting for corporate income taxes and the provision of pension benefits by corporations. He has taught extensively on professional accounting programs, has served on several committees of the Institute of Chartered Accountants of Ontario (ICAO) and was an elected council member of the ICAO for five years. He is currently one of two Ontario representatives on the CICA's International Qualifications Appraisal Committee. He was also involved in the development of a new accounting standard in Corporate Income Tax. He was a director of Stackpole Ltd., a TSX-listed company, serving as chair of the audit committee and currently is the audit committee chair for ADB Systems International Ltd.

TORONTO, Ontario - Venue TBC
Member Price: $1,500.00 +tax
Non-Member Price: $1,600.00 +tax

Online registration is not available for this seminar.

To register for this course, please download and complete the registration form and return by email to shosein@ciri.org. An invoice will be issued to you from Ivey. Please ensure that this invoice is paid prior to the seminar date.

Please note that registered "no shows" without 48-hour prior notification will not be reimbursed. All cancellations must be received in writing.


Event Description

It is strongly recommended that you bring a laptop with a spreadsheet application such as Excel or a financial calculator.

This course is strongly recommended for participants who have limited exposure to financial accounting and the analysis of financial statements. It will also serve as a useful review for those with some experience.

The objective of this tutorial is to provide a crash course on transactional analysis and the accounting cycle, including the preparation of the balance sheet and an income statement. Many of the fundamental accounting concepts, including money measurement, entity concept, going-concern concept, matching concept, etc., will be discussed as well as the difference between accrual accounting and cash flow. In addition, time value of money will be discussed in order to understand the basics of valuation.



This is an invitation-only event. If you have received an invitation from CIRI, please refer to your emailed invitation and enter the access code.


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