Canada - English

Current and Past Quarterly Update Presentations 

 

KPMG Global Energy Institute

Q1 Update - Wednesday, April 10, 2013

 

Moderator and Introductions

  • Mike McKerracher

 

IFRS Current Issues

  • Petre Kotev

 

Update on ERCB Directive 011

  • Landis McEwen

 

Disclosing Government Payments

  • Shane Doig

 

Federal & Provincial Budget highlights

  • Chris Post

 

Reintroduction of the BC PST

  • Jeff Smith

 

Global Talent Management – Challenges & Best Practices

  • Shane Monte

 

Q&A

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen at your convenience [MP3 5.81Mb].

 

Presentation and additional publications:

 


Q4 Update - Thursday, January 10, 2013

 

Moderator and Introductions

  • Michael McKerracher

 

Securities Update

  • Michael McKerracher

 

Year-end Reminders

  • Petre Kotev

 

Tax Technical Bill

  • Torran Jolly

 

US Tax Update

  • Jim Rowling

 

US Accounting Update

  • Trevor Hammond

 

Q&A

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3 7MB] at your convenience.

 

Presentation and additional publications:

 


Q3 Update - Thursday, October 4, 2012

 

Welcome

  • Rick Whitley

 

Introduction

  • Michael McKerracher

 

Regulatory Update

  • Michael McKerracher

 

Current Developments

  • Shane Doig

 

Oil & Gas Valuations Updates

  • Chris Chan

 

U.S. Developments

  • Imam Hasan

 

Case Law Update

  • Wanda Rumball

 

International Tax Update

  • Shawn Brade

 

Indirect Tax Update - Big Wave of Changes

  • Erin Jensen

 

Q&A and Conclusion

  • Michael McKerracher

 

Presentation:

 


Q2 Update - Tuesday, June 26, 2012

 

Moderator and Introductions

  • Trevor Hammond

 

CRA's New Risk Based Audit Approach

  • Dawn Munro

 

Income Tax Planning with Trusts and Significant Tax Rate Change

  • Dan Bilenki

 

Interim Financial Reporting

  • Trevor Hammond

 

JOBS ACT and SEC Update

  • Steven Douglas

 

China Dynamics and Opportunities for Canada

  • Alex Henderson

 

Q&A

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3 6.8MB]  at your convenience.

 

Presentation:

 


Q1 Update - Wednesday, April 4, 2012


Moderator:
Michael McKerracher

Q1 Reminders:

  • Interim Financial Reporting
  • Impairment Indicators for Q1

Landis McEwen

 

Federal Budget Highlights
Chris Post

 

PST Tax in B.C.

Erin Jensen

Corporate Social Responsibility
Jacques Erasmus


KPMG Forensic – Fraud in your organization
Stuart Horn

 

Q&A

please email questions to ca-fmcalqcall@kpmg.ca

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3 5.35 KB] at your convenience.

 

Presentations:

 



 

Q4 Update - Wednesday, January 11, 2012

 

Moderator:

Michael McKerracher

 

Securities Update:

Michael McKerracher

 

IFRS Reminders:
Jay Raney 

 

US Accounting & Reporting Update:

Imam Hasan

 

Tax Case Law Update by Moskowitz & Meredith LLP:

Nancy Diep

 

Budget Update:

Erika Kubik

 

Partnerships:

Jodi Roworth

 

Q&A:

please email questions to ca-fmcalqcall@kpmg.ca

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3] at your convenience.


Presentations and Publications:


 

Q3 Update - Thursday, October 6, 2011

 

Moderator:

Mike McKerracher

 

Regulatory Update:

Mike McKerracher

 

IFRS Current Developments:

Steven Douglas

 

Gearing up for Year-End:

Shane Doig

 

Corporate Partnerships: Status of the Federal Budget:

Chris Post

 

Foreign Affiliate Tax Rules Get a Make-Over:

Shawn Brade 

 

B.C. Voters Reject HST:

Scott McDougall

 

Anti-Bribery and Corruption Legislation:

Suzanne Schulz

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download part 1 [MP3] and part 2 [MP3] and listen at your convenience.

Presentation and Publications:

 

 

Q2 Update - Wednesday, June 22, 2011
 
 
Moderator and Introductions:
Trevor Hammond
 
Topics:
 
IFRS Implementation, Current Developments with IFRS and FASB, and IFRS Implications on Canadian Securities Filings:
Trevor Hammond
Landis McEwen
Petre Kotev
 
Tax Budget Update, Taxation of Corporate Groups:
Dawn Munro
Dan Bilenki
Dennis Auger
 
Finance Business Partnering:
Narmin Vasanji
 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3] at your convenience.
 

Presentation and Publications:



   

Q1 Oil and Gas Update - Thursday, April 7th, 2011
8:00 a.m. – 9:00a.m. (Mountain Time)

Agenda & Presenters

 
Moderator and Introductions:

Michael McKerracher

 

Topics:

 

First Quarter IFRS Transitional Considerations
Michael McKerracher
Mark Tysdal
Jay Raney

 

US Update
Imam Hasan

 

Oil and Gas Tax Changes
Lisa Jaman
Bruce Weatherdon

 

Climate Change & Sustainability Services
Michael Radcliffe

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file.
Please download and listen [MP3] at your convenience.

 

Presentation and Publications:


 

Q4 Oil and Gas Update - Wednesday, January 12th, 2011
8:00 a.m. – 9:00a.m. (Mountain Time)

Agenda & Presenters

 
Moderator and Introductions:

Christopher Post

 

Topics:

Year-end Financial Reporting Reminders
Mark Tysdal

Securities Matters
Jay Raney

U.S. Accounting and Financial Reporting Update
Imam Hasan

Tax Discussion
Christopher Post, Jerry Beneke and Sameer Rawji

 

For those of you unable to attend the call, we are now able to offer the recording as an MP3 file. Please download and listen [MP3] at your convenience.

 

Presentation and Publications:

 

Q3 Seminar - October 6th, 2010

 

Attached is the presentation held on October 6th,2010 together with an MP3 file that you can listen to at your convenience.

 

Publication

PDF Download  IQ3 Seminar - October 6,2010 [PDF 700KB]

 

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

Audio

  IQ3-Seminar-10-06-2010.zip [ZIP 168KB] (large file, please click to download to desktop)


Q3 Seminar - October 7th, 2009

 

Attached is the presentation held on October 7th

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

IFRS Update for the Junior Oil & Gas Sector– July 30, 2009

 

Agenda & Presenters

 

Moderator: Murray Suey - Audit Partner, Calgary

 

Topics:

 

Shane Doig

  • Componentization

 

Murray Suey

  • CGU's

 

Greg Caldwell

  • Asset Retirement Obligations

 

Murray Suey

  • Comparison to Peers

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

Q2 Oil & Gas Update – July 9th, 2009


Agenda & Presenters


Moderator: John Gordon - Audit Partner, Calgary

 

Topics:

 

John Gordon

  • Accounting Update

 

Torran Jolly

  • Tax Update

 

Suzanne Schulz

  • Profile of a Canadian Fraudster 2009 Survey Results

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

Q1 Oil & Gas Update – April 2nd, 2009


Agenda & Presenters


Moderator: John Gordon - Audit Partner, Calgary

 

Topics:

 

John Gordon

  • Accounting Update

 

Chris Post

  • Budget Update

 

Jodi Roworth

  • Alberta Royalties – Simplified?

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

Q4 Oil & Gas Update - January 13, 2009


Agenda & Presenters


Moderator: John Gordon - Audit Partner, Calgary

 

Topics:

 

John Gordon

  • Impact of the Current Economic Environment on Financial Statements

 

Murray Suey

  • Ceiling Testing, SEC Updates Reserves Reporting and Goodwill

 

Sharlene Wilson

  • Accounting issues in a Downturn Economy

 

Bruce Weatherdon

  • Canada - US Protocol and International Panel Report Update

 

Rob Doran

  • Goodwill Impairment Matters

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

Q3 Seminar - October 2, 2008

 

Attached is the presentation held on October 2nd

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

Q1 Oil & Gas Update Conference Call – April 2nd, 2008


Agenda & Presenters


Moderator: John Gordon – Audit Partner, Calgary

 

Topics covered and presenters:

 

John Gordon

  • Continuous Disclosure Review Program

 

Leontine Atkins

  • IFRS

 

Greg Caldwell

  • Financial Instruments Disclosures

 

Chris Post

  • Tax Update

 

Gregory Brennan

  • Renewed Focus on SR&ED

 

Instant Replay of the April 2nd, 2008 conference call is available until April 30th , 2008. Dial in telephone number is 1-800-408-3053 and enter the pass code 3254865#

 

Presentation

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

July 4, 2007


Please note the presentation materials for this specific update conference call are located at the following website address - www.kpmg.ca/quarterlyupdate

 

Instant Replay of the April 2nd, 2008 conference call is available until April 30th , 2008. Dial in telephone number is 1-800-408-3053 and enter the pass code 3254865#

 

 

June 21, 2007


Accounting implications of the substantive enactment of SIFT Legislation


Moderator: Rich Whitley, Partner in Charge, Tax, Calgary

 

Topics covered and presenters:

 

Rick Whitley

  • Introduction and Background

 

Jodi Roworth

  • Implications on Income Tax Accounting

 

John Gordon

  • Reporting and Other Implications

Presentation

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

April 4, 2007


Moderator: John Gordon, Audit Partner, Calgary

 

Topics covered and presenters:

 

John Waiand

  • Alberta Securities Commission Report

 

Torran Jolly

  • Federal Budget Update

 

Curtis Lester

  • Federal Budget - International Tax Developments

 

Peter Gibson

  • Stakeholder Concerns & Restructuring Developments

 

Rob Doran

  • Goodwill Impairment

 

Instant Replay of the April 4, 2007 conference call is available until April 30, 2007. Please use the telephone number 1-800-408-3053 and enter the passcode 3216668#.

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

January 11, 2007


Moderator: John Gordon, Audit Partner, Calgary

 

Topics covered and presenters:

 

Wayne Chodzicki

  • Trusts: Permitted "Normal Growth"

 

Keith Raskob-Smith

  • Flow-Through Shares

 

Murray Suey

  • Financial Reporting Updates

 

John Gordon

  • Derivatives and Hedging Activities

 

Instant Replay of the January 11th conference call is available until Friday, February 9, 2007. Please use the telephone number 1-800-408-3053 and enter the passcode 3206211#.

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

January 4, 2007 - Trust Legislation Impacts


Moderator: Rick Whitley, Partner in Charge, Tax, Calgary

 

Topics covered and presenters:

 

Rick Whitley

  • Trust Legislation - Background and Overview

 

Lloyd Heine and Craig Natland

  • Draft Legislation and Recent Announcements

 

John Gordon

  • Impact on Financial Reporting

 

David Kennedy

  • Impacts on the Transaction Environment

 

Instant Replay of the January 4th conference call is available until Thursday January 18, 2007. Please use the telephone number 1-800-408-3053 and enter the passcode 3206510#.

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

October 5, 2006


Moderator: John Gordon, Audit Partner, Calgary

 

Topics covered and presenters:

 

John Gordon

  • Internal Control Certification for Canadian Companies

 

Imam Hasan

  • Financial Instruments

 

Murray Suey

  • Trust Reporting Issues

 

Chris Post

  • Dividend Regime

 

Leslie O'Leary

  • Income Tax Matters

 

Instant Replay of the October 5th seminar is available until Thursday October 19, 2006. Please use the telephone number 1-800-408-3053 and enter the passcode 3197734#.

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

July 5, 2006


Moderator: Bryon Dickie, Senior Principal - Calgary

 

Topics covered and presenters:

 

Shane Doig

  • Financial Reporting Update

 

Torran Jolly

  • Federal Budget Update

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

April 6, 2006


Moderator: Phil Scherman, Oil & Gas Practice Leader, Calgary

 

Topics covered and presenters:

 

Tax Update

 

Jim Rowling

  • Income Trusts - Reporting to US Investors

 

Chris Post

  • Provincial Budget Summary

 

David Card

  • BC Sales & Indirect Tax

 

Advisory Update

 

David Kennedy

  • Global Survey Results on M&A Success - "The Morning After"

 

Accounting Update

 

John Gordon

  • Financial Reporting

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

January 10, 2006


Moderator: Phil Scherman, Oil & Gas Practice leader, Calgary

 

Topics covered and presenters:

 

John Gordon

  • Accounting Update
    • Convertible Debentures - EIC 155 & 158
    • Financial Instruments, Hedging
    • Annual Financial Statements
    • CSA Staff Notice 51-136
    • CPAB

 

Herb Snowdon

  • Bill 198 & Other Securities Matters

 

Peter Henry

  • Internal Control Certifications Update

 

Leslie O'Leary

  • Tax Update - Electioneering 101

 

Jodi Roworth

  • Tax Update -Tax Tidbits

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

October 6, 2005


Moderator: John Gordon, Audit Partner (substituted for Phil Scherman), KPMG, Calgary

 

Topics covered and presenters:

 

Murray Suey

  • Trust Financial Reporting Issues

 

Michael McKerracher

  • Current Developments

 

John Gordon

  • New Auditing Standards

 

Chris Post

  • Proposal on Accounting for Taxes
  • Future of Income Trusts

 

Gregory Brennan

  • Scientific Research and Experimental Development

 

Michael Hoffman

  • Transfer Pricing

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

July 6, 2005


Moderator: Phil Scherman, Energy Resources Industry Leader, KPMG, Calgary

 

Topics covered and presenters:

Phil Scherman & Jason Brown

  • Canadian Accounting Changes
  • EIC Abstracts
  • EIC Issues
  • Tax Related Matters
  • Income Funds & Royalty Trust Issues
  • US Accounting Changes
  • Canadian Regulatory Developments

 

Craig Natland

  • Alberta Unlimited Liability Corporations
  • 2005 Federal Budget – Tax Update

 

Publication

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

April 29, 2005


Moderator: John Gordon, Audit Partner, KPMG, Calgary

 

Topics covered and presenters:

Accounting & Financial Reporting – John Gordon

  • Variable Interest Entities
  • Convertible Debentures
  • Exchangeable Shares
  • US Developments

 

Regulatory Developments – John Gordon

  • Audit Committees and Corporate Governance
  • Offices certification and reporting on internal controls

 

Tax

  • 2005 Federal and Provincial Budget Updates – Jodi Roworth
  • Indirect Taxes – Mike Polanchek

 

Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

January 20, 2005

 

Moderator: Phil Scherman, Audit Partner, KPMG, Calgary

 

Topics covered and presenter:

  • 2004 Reporting Matters - Phil Scherman and Murray Suey
  • 2005 Reporting Matters - John Waiand and Jason Brown
  • US GAAP Update - John Gordon
  • Regulatory Update - Herb Snowdon
  • Crown Reimbursements - Leslie O'Leary
  • Other Current Tax Matters - Jayne Ruttan
  • Deferred Compensation Plan Update - Sonia Draper


Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

October 5, 2004

 

Moderator: Phil Scherman, Audit Partner, KPMG, Calgary

 

Topics covered and presenter:


Tax Developments

  • Regulation 105 - Jim Samuel
  • 2004 Federal Budget Update - Chris Post
  • Crown Charge Reimbursements - Craig Natland

 

Accounting and Regulatory Update

  • Stock Option Update - Jason Brown
  • Asset Retirement Obligations - Jason Brown
  • Hedging Update - Anna Alderson
  • Asset Impairment Update - Phil Scherman
  • Trust Issues - Murray Suey
  • Accounting Developments, Professional Standards & Regulatory Matters - Herb Snowdon
  • Management's Discussion & Analysis - Mike McKerracher
  • Business Acquisition Report - Mike McKerracher

 

Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

April 21, 2004

 

Moderator: Phil Scherman, Audit Partner, KPMG, Calgary

 

Topics covered and presenter:

Tax Developments

  • Federal Budget - Chris Post
  • Provincial Budget Roundup - Torran Jolly
  • Canadian Withholding Taxes on Trust Distributions – U.S. Tax Issues - Jim Rowling

 

Accounting and Regulatory Update

  • Internal Control Certification, Canada - Peter Henry
  • Asset Retirement Obligations - Imam Hasan
  • Management Discussion & Analysis - Mike McKerracher
  • Ceiling Test - Phil Scherman
Upcoming Events

 

Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

January 14, 2004

 

Moderator: Phil Scherman, Audit Partner, KPMG, Calgary

 

Topics covered and presenter:


Regulatory

  • CSA & AICA - Herb Snowdon
  • MD&A - Mike McKerracher

 

Tax Developments

  • Takeover Costs - Jodi Roworth
  • Tax Rate Changes - Jayne Ruttan
  • Tax Filing Reminders - Chris Post

 

Accounting Update

  • EIC's & Guidelines - Phil Scherman
  • Asset Retirement Obligations - Imam Hasan
  • Stock Based Compensation - Jason Brown
  • SEC - John Gordon
  • Trusts - Murray Suey

 

Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.

 

 

October 8, 2003

 

Moderator: Phil Scherman, Audit Partner, KPMG, Calgary

 

Topics covered and presenter:

  • Asset Retirement Obligations - Imam Hasan
  • Stock Based Compensation - Jason Brown
  • Ceiling Test - Phil Scherman
  • Recent Accounting Changes - Herb Snowdon
  • SEC Updates - John Gordon
  • 51-101 - Phil Scherman
  • CSOx - Pete Henry
  • Flow Through Shares - Ardith Otto
  • Tax Updates - Jayne Ruttan
  • US Tax Issues - Jim Rowling

 

Publications

To download: Right-click the link and select "Save Target As..." (PC) or control-click and select "Download Link to Disk" (Mac). Adobe Reader is required to read PDF documents.