General – Education and Knowledge Transfer
Disseminating Best Practices, Sharing Material (Workshops / Conferences)
Developing Courses, Workshops, Cases and Other Teaching Material
AI
- Activities during current fiscal period (cumulative): A workshop was held on December 7, 2022 on the impact of AI on the Accounting Profession. A commentary based on this workshop will be published in JIS in mid-2023.
Non-Financial Reporting
- Activities during current fiscal period (cumulative): A workshop will be held in Spring of 2023 on Business Model Reporting and Assurance.
System & Organization Controls
- Activities during current fiscal period (cumulative): A workshop is being planned for 2023 on SOC reports and competencies for conducting SOC-related consulting and assurance engagements.
Assurance – Education and Knowledge Transfer
Disseminating Best Practices, Sharing Material (Workshops / Conferences)
Developing Courses, Workshops, Cases and Other Teaching Material
IT Controls and Assurance Innovation
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Activities during current fiscal period (cumulative): Under the leadership of Malik Datardina of Auvenir, UWCISA sponsored the development and implementation of a course on technology, assurance and innovation. The course covers innovation, assurance and value creation. The course explores exponential technologies such as the Internet of Things (IoT), blockchain and AI.
ISACA Toronto Chapter Mentorship Program
- Activities during current fiscal period (cumulative): The award is sponsored by ISACA's Toronto Chapter. We have revised this award as described at the link below. This initiative is being led by Tim Bauer.
- 3 students participated in the mentorship program in the F22 semester and will complete the program in the W23 semester (March 2023). Assisting Tim Bauer in sharing insights about research and teaching audit and assurance in an academic setting were Adam Vitalis and Brad Pomeroy.
- PhD & Academic Career in Audit, Assurance, Accounting Information Systems (AIS), or Enterprise Risk Management (ERM) Mentorship Program
CPA Canada
- Activities during current fiscal period (cumulative): With the guidance of Kaylynn Pippo and Grace Gilewiecz at CPA Canada, Tim Bauer and Brad Pomeroy will create a practitioner-oriented summary of the Phase 1 research on new assurance service areas. This summary will be published as part of CPA Canada's audit blog series in January 2023.
- CPA Canada Audit Quality Blog - Research on the future of assurance services
Cybersecurity – Education and Knowledge Transfer
Disseminating Best Practices, Sharing Material (Workshops / Conferences)
Developing Courses, Workshops, Cases and Other Teaching Material
Cybersecurity Undergraduate Elective Course
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Activities during current fiscal period (cumulative): Alec Cram developed a new undergraduate elective course at UW called AFM 347 - Cybersecurity. The course has been offered twice so far (Fall 2021 and Winter 2022) and is underway again in Fall 2022.
Big Data / Data Analytics – Education and Knowledge Transfer
Disseminating Best Practices, Sharing Material (Workshops / Conferences)
Developing Courses, Workshops, Cases and Other Teaching Material
Data Analytics and Visualization – Business Analytics Stream
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Activities during current fiscal period (cumulative): Under Theo Stratopoulos’ leadership UWCISA sponsored the development and implementation of a Business Analytics stream within the accounting program at the University of Waterloo.For information about this stream please visit the links below.
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Links:
Data Analytics and Visualization – Data Analytics Process for Accounting Students
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Activities during current fiscal period (cumulative): Theo Stratopoulos and Dan Rogozynski have prepared “An Introduction to the Standard Data Analytics Process for Accounting Students” The paper leverages a tax case to teach accounting students the standard data analytics process. The paper is being prepared for re-submission to the Journal of Emerging Technologies in Accounting
ISACA Toronto Chapter Data Analytics Competition
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Activities during current fiscal period (cumulative): Business Dashboard Competition. The award is sponsored by ISACA's Toronto Chapter. We ran the competition as described at the link below.This initiative is being led by Theo Stratopoulos.
UWCISA Predictive Analytics Competition
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Activities during current fiscal period (cumulative): Predictive Analytics Competition
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A new competition among second year SAF students with focus on predictive analytics. This initiative is being led by Theo Stratopoulos.
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Out of over 400 students (organized in over 80 teams) from the School of Accounting and Finance (SAF), 25 second year students, organized into 7 teams, were individually selected to compete in the first UWCISA predictive analytics competition. Each team developed predictive models to help a liquor retailer that operates almost 80 stores across USA, determine whether it should pursue a pricing promotion. Each team leveraged years of data ranging from purchases and sales to weather information, using analytics techniques such as regression modelling and time-series forecasting.
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The top teams presented their analysis, and their recommendation, to a panel of distinguished judges. The panel consisted of Derek Bodkin, VP Insurance New Business at Canada Life, M. Jameel Hussain, Chief Financial Officer at Marina Homes Inc. Judy M Pin, Business Analysis Consultant, and Neil Shay, CEO (Chief Executive Officer) & General Manager of Caradoc Townsend Mutual Insurance Company.
CPAO – Online Data Analytics Workshop
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Activities during current fiscal period (cumulative): Online Data Analytics Workshop
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2-hour hands-on introduction to analytics open to all students registered with CPA Ontario
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Presented by Louise Hayes January 27, 2022
CPAO – “Using Data Analytics Within the Organization: A 'Low-Hanging Fruit' Approach”
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Activities during current fiscal period (cumulative): “Using Data Analytics Within the Organization: A 'Low-Hanging Fruit' Approach”
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Digital Financial Information.
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Presented by Theo Stratopoulos on March 11, 2022, at the Schulich Centre
Artificial Intelligence / Machine Learning
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Activities during current fiscal period (cumulative): A workshop was held in December of 2022 in conjunction with JIS on artificial intelligence and machine learning
Internal Audit & ESG – Education and Knowledge Transfer
Disseminating Best Practices, Sharing Material (Workshops / Conferences)
Developing Courses, Workshops, Cases and Other Teaching Material
Internal Audit Competencies
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Activities during current fiscal period (cumulative):Internal Audit course launched in Fall 2022.