MYCPE ONE

PIPEDA Consent Requirements and Professional Responsibilities for Canadian Accounting Firms

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Conference Overview

The Personal Information Protection and Electronic Documents Act (PIPEDA) establishes the legal framework governing how Canadian private-sector organizations collect, use, and disclose personal information in the course of commercial activities. For CPA firms, compliance with PIPEDA is especially critical due to the sensitive nature of client financial, tax, payroll, and identity information handled as part of professional services. This course provides a structured overview of PIPEDA’s consent requirements, focusing on what constitutes meaningful consent, when express consent is required, and how firms must communicate the nature, purpose, and consequences of information use to clients.
 
As CPA firms increasingly rely on third-party service providers and global delivery models, the application of PIPEDA consent requirements extends naturally into outsourcing arrangements. This course examines how client consent obligations evolve when personal information is accessed, processed, or stored by external parties, including offshore service providers and cloud-based platforms. Participants will learn how to appropriately disclose third-party involvement, address cross-border data considerations, and ensure equivalent privacy protection while maintaining firm-level accountability under PIPEDA.

Major Topics:

  • PIPEDA consent fundamentals explained
  • Outsourcing disclosure requirements
  • Cross-border data accountability
  • Third-party risk oversight
  • Ethical supervision obligations                                                                                                                                         

The course also addresses professional and ethical responsibilities under Canadian CPA Codes of Conduct when working with non-registered members, including outsourced staff and non-CPA employees. Emphasis is placed on supervision, confidentiality, transparency, and the proper exercise of professional judgment. Through practical examples and compliance-focused guidance, participants will be equipped to align privacy obligations with ethical standards while responsibly integrating outsourcing into their firm’s operations.

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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA in Canada 1 All

Sessions

Apr 28th, 2026

Speakers:
Speaker Name
Amrit Singh

VP of Continuing Education
MYCPE ONE

  • 4.0
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The Personal Information Protection and Electronic Documents Act (PIPEDA) establishes the legal framework governing how Canadian private-sector organizations collect, use, and disclose personal information in the course of commercial activities. For CPA firms, compliance with PIPEDA is especially critical due to the sensitive nature of client financial, tax, payroll, and identity information handled as part of professional services. This course provides a structured overview of PIPEDA’s consent requirements, focusing on what constitutes meaningful consent, when express consent is required, and how firms must communicate the nature, purpose, and consequences of information use to clients.
 
As CPA firms increasingly rely on third-party service providers and global delivery models, the application of PIPEDA consent requirements extends naturally into outsourcing arrangements. This course examines how client consent obligations evolve when personal information is accessed, processed, or stored by external parties, including offshore service providers and cloud-based platforms. Participants will learn how to appropriately disclose third-party involvement, address cross-border data considerations, and ensure equivalent privacy protection while maintaining firm-level accountability under PIPEDA.

Major Topics:

  • PIPEDA consent fundamentals explained
  • Outsourcing disclosure requirements
  • Cross-border data accountability
  • Third-party risk oversight
  • Ethical supervision obligations                                                                                                                                         

The course also addresses professional and ethical responsibilities under Canadian CPA Codes of Conduct when working with non-registered members, including outsourced staff and non-CPA employees. Emphasis is placed on supervision, confidentiality, transparency, and the proper exercise of professional judgment. Through practical examples and compliance-focused guidance, participants will be equipped to align privacy obligations with ethical standards while responsibly integrating outsourcing into their firm’s operations.

Learning Objectives

After completing this course, participants will be able to:

  • Identify the consent requirements under PIPEDA applicable to outsourcing accounting services.
  • Distinguish between express and implied consent in the context of sensitive financial and tax information.
  • Evaluate consent disclosure obligations for third-party and cross-border data processing arrangements.
  • Apply PIPEDA consent principles to engagement letters and client communications.
  • Recognize professional code-of-conduct responsibilities when working with non-registered members.
  • Implement appropriate supervision, confidentiality, and accountability controls for outsourced and non-CPA staff.

Other Details

Subject Area

Regulatory Ethics

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Amrit Singh
Amrit Singh

VP of Continuing Education
MYCPE ONE

Apr 28th, 2026

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Reviews and Ratings

out of 5

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7 ratings

Excellent

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Average

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RV

Ruben Virtucio, Owner
5 ratingratingratingratingrating

It was very informative and provided insights on client personal information.

BS

brittany stmarie,
5 ratingratingratingratingrating

A lot of info was covered in a short period. Speaker kept things moving which I appreciate in a webinar

JP

Jack Polish, Other(s)
4 ratingratingratingratingrating

Good course. It was very informative and provided a good source of information. I would recommend to others seeking knowledge in this area.

BO

Babatunde Odede, Member
4 ratingratingratingratingrating

It was a1n educative, informational and well presented webinar

BJ

Brian Jager,
4 ratingratingratingratingrating

Course was good and informative. Thanks for providing.

MD

Mandy Dasylva, A&A Sr Manager
4 ratingratingratingratingrating

Good information that I wasn't fully aware of. Appreciate the examples of the client engagement letters that address PIPEDA issues.

GL

G LeBlanc,
5 ratingratingratingratingrating

Very good high-level course. Allowed me to drill down in a few areas to ensure we are compliant.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com