Cpa pert mentor reddit. Just curious to hear about everyones experiences.

Cpa pert mentor reddit. Your boss / supervisor can be your mentor. Once the program leader has signed off on certification, it goes to CPA for the final review which can take between 2-8 weeks and potentially longer if they have any follow-ups. They updated their PERT answers to be in line with this pdf and then had no problems. Hey guys, has anyone gone through the PERT Mentor review successfully with a half-ass/really brief mentor review comments? My mentor literally left 2 sentences after our review meeting, should I be asking him to revise it to be more detailed? How important are the mentor comments after mentor reviews for PERT? I am a PERT mentor and I find that you often get bumped to Level 1 because of your writing. I'm actually a PERT mentor for a number of EVR mentees so I have deal with CPA feedback on responses frequently. its driving crazy and demotivating me. [CAN] PERT Reporting Question I’m closing in on the home stretch for reporting of PERT - I switched jobs and had 20 months (3 reports) reviewed and approved by CPA back in the fall. Consolidation. Your mentor does not have to be your supervisor or someone that you work with. I've been thinking a little about it lately, but shouldn't a mentor be really experienced? I wouldn't say I'm anywhere close to that, but I do typically understand the PERT reports. He was really good at identifying my weaknesses as well as providing me with tips on how to overcome them. Mar 29, 2022 · CPA candidates should plan ahead for the practical experience requirements reporting because PER and PERT can delay you from becoming a Canadian accountant. Hi everyone, I'm just trying to gauge the current timeline for CPA (especially Ontario) to finish the Completion Review in PERT. Hey all! I’m so freaking tired of this whole process, probably the same as so many of you: I’m in Canada, and working my way through the PEP courses. But I passed the CFE so I feel I am doing alright. Im wondering if there are any issues Curious if anyone knows whether supervisor/mentor receives copy of email stating results of a report submission, or is it strictly the candidate? I did. My company makes me have to go the Experience Verification route for my PERT. Also, skills claimed by many EVR route candidates get downgraded on technical/ enabling skills after the PERT team review your report. If you have specific questions about your situation, I recommend either calling or emailing the PERT contacts for your province. The confusion is being generated by none other than the provincial accounting bodies themselves. However, I suggest you start thinking about it as soon as possible because you will come to realize later how important a good CPA mentor is. anyone?? my English is not very good hence i have difficulty writing down my experience in CPA Way. com We would like to show you a description here but the site won’t allow us. Our users are those following a public company and Hi everyone, I am in the process of completing PERT through EVR and just received 2 level 2s for Tax and 1 level 2 for management accounting. I have a question: Will CPA acknowledge any PERT hours from public accounting firms in other countries? Has anyone successfully got their CPA practical experience hours from other countries counted into their 30 months (EVR path). Contact the PERT team and let them know you would like to schedule some time to speak with your reviewer about this and maybe have your mentor included in conference call. . Note, you can get your current position assessed by submitting the PERT Pre-Assessment report without a mentor. I've been working in industry (therefore on the experience verification route in PERT) and have worked at two separate private companies since I've started the CPA program, have close to 40 months of experience recognized in terms of duration, but 28K subscribers in the deloitte community. I am currently in industry as junior doing mostly entry level APAR accruals, sales tax rec stuff. I asked for the completion CPA Review, does anyone know how long it takes for CPA to review? We would like to show you a description here but the site won’t allow us. My deadline was in July 2022 and I submitted an appeal and continued doing PERT and got my letters in May 2023 once my PERT was completed. My mentor had ended our relationship since I left the company and it felt awkward asking to add him back as a mentor since I already left. Add that to your experience for assurance. First time using ChatGPT and I was mindblown. Apparently, Big 4 makes you focus on one section at a time. It’s doable but difficult. Essentially, the process at the firm is there is an in-house CPA team where you send all your hours/PERT's, etc. However, from a CPA PERT Did you try scheduling a time with your PERT reviewers to go over their comments? It may help to include your manager and/or mentor for perspective as well [CAN] PERT - Enabling Competencies - Help?! Maybe my accounting career has been boring, but I feel like I have no material to answer these?! I have managed to slip through the cracks and put off doing these till now (my last report) and I need to fill them all out to level 2🤦🏼‍♀️. My mentor is not my manager, but he mentioned a few times how in his past role (B4) all his mentees were his direct reports. And I am going to be getting a penalty for not meeting my mentor semi-annually. Does anyone have experience with these or any other recommended guides/courses? Are they worth the money? You can look for a mentor through CPA’s portal. In situations like this, CPA PER team asks that you write 1 big report for the entire period. Do you have contact The mentor meetings take place after you finish your report and have your supervisor approve it. I suggest writing your report and submitting it ASAP. Saw there was one from Chartered Perspective, the all levels guide is $199 CAD. Anyone know how CPA Ontario deals with the semi-annual mentor meetings? I finally hit my 30 months experience mark, but I can't figure out if I in fact am short a mentor meeting and would be assessed a 1-month penalty. He/She needs to document what you have discussed during your mentor review and comment on your learning progress (professionally and academically). PERT PPR enabling competency's This morning i got my final assessment cpa review back for my pre approved program PERT. Has this happened to anyone else or did i just get a hard reviewer? I have just recieved my pert review :"Please let your mentor know that the mentor reviews are too simple which is unacceptable. Did you provide specific examples from your work experience to the questions? The STAR method (situation, task, action and result) works well. I would recommend- meet with your mentor ASAP and get it documented in PERT, and then meet right at the end of your remaining 6 months. If you hit a wall with your PERT reports, consider investing in Gevorg CPA's course. PERT is so poorly done and completely biased to the pre-approved route ots not even funny. I'm currently waiting to write my CORE 2 exam. They may show some leniency for 1-2 of the meetings since you are posting 12 months prior experience (which generally is before people register for PERT). [CAN] PERT CPA ChatGPT Anybody tried ChatGPT to create PERT report? It put so much detaila and articulacy to the report I wrote myself. I think they’re far too caught up in appeasing the 55 year old UFE truthers on the education side and have totally neglected the experience side. Which part of the financial statements are you preparing? For level 2, CPA expects you to be preparing complex sections that impact multiple areas of the financial statements; for example, long-term debt and interest expense, or pension accounting. He doesn’t review or comment in my PERT, that’s for my supervisor to do (who isn’t a CPA and therefore can’t be a mentor). So I currently have 6 Lv1s (FR2,3,MA1,2,3,FN1) clearer all Jul 18, 2020 · Then, start thinking about getting a mentor. I am seeking a Canadian CPA mentor while I work through the CPA experience verification route. So, with the help from my boss, we spent hours and hours filling out the I was in an evr firm for 3 years and had such a hard time with pert. [CAN] Managerial Accounting PERT help Hello fellow Canadians dealing with this horse shit, How do the non-public accountants doing the EVR manage to reach Managerial Accounting depth, specifically MA4? In case others wanted to know what MA4 is: From my experience as a mentor of multiple people who have completed their PERT experience, so long as you fill out all the enabling competencies properly for your last report nothing you do before then matters. The issue with experience verification path is that most people aren't at that level/role after 30 months. My response from CPA regarding the mentor reviews/timing was this, "If possible, have your mentor date all meetings (past and present). So maybe my PERT questions/requirement differed from the person I replied to. I've read through many threads of people asking for help, and it seems the general consensus is that it is an absolute headache. The fact that we are forced to do (and pay for) a group project/presentation (Capstone module) with randoms is all you need know about how horrible this process is. Ideally the final report you submitted once you had accumulated all the duration. I'm not sure who to go to either because CPA PERT seems unlikely to help me/more likely to single me out, does anyone have any advice? I don't want to be singled out as a problem student but at the same time, I can't get them to give me a straight response. That's why people under the EVR route have such a hard time with the PERT reports. Did you meet with your mentor at all? You were supposed to write two reports per year and meet with your mentor to go over them. You can change your mentor in the portal and it will ask you why you are changing. Any information shared will be greatly appreciated. They don’t require you to go back and re-do the missed reports and mentor meetings, unless you changed jobs during that period or your title changed. Yeah, I have to submit catch up reports too. The firm was evr route and I stayed there for 3 years. I am on EVR. I submitted my final pert report for review and they came back saying that for the level 2’s I got back in 2020, they need 2 more examples to fully support that level 2 is assessed. I don’t get any study resources from my mentor, I’ve had to seek that elsewhere (Densmore). At this point, I was so pissed off but didn't show. I was planning on submitting a 10 month report come August to finish off my 30 months. TO start Core 1, you just need to have done the pre-req courses and registered as a student. The firm is not registered with CPA. In small firms you do it all, but it's for smaller companies. I find that each report takes a lot of time, several rounds of revisions, and is overall a horrible experience. Not only are these questions stupid but the rubric is even more stupid. So the system shouldn't even allow the mentor to document the meeting in PERT if you didn't do a report and request a meeting. I have seen a lot of positive reviews on Gevorg's I have to complete a pert report (i'm doing EVR route) and it's due in the next couple of weeks. Cpa sends a request to the new mentor I believe, but not sure if the old one is told or not. I applied to be a mentor in February but with the pandemic and other things happening, I didn't really do anything like finding a mentee. It indicates on the CPA page that I need to meet with my mentor semi-annually as well as create an experience report semi-annually as well. Refer to the CPA Practical Experience Requirements (PER) section 2. I'm in that boat (not in PPR, still working on mine, like OP), and would recommend checking out Gevorg (just Google "Gevorg CPA"). " And they refused to recognize any duration since the first PERT PPR enabling competency's This morning i got my final assessment cpa review back for my pre approved program PERT. Saying mentor has to be comfortable to sign off. The time totals to 31 months. However, i'm not ready or even close to completing it and I also need to meet my mentor/get it approved by my supervisor. Two technical competencies for the Canadian CPA Practical Experience Requirements (PERT) are generating confusion for candidates in industry. 3 Allowance for time off available here. However when I email PERT they say there is no penalty. I think it can be. CPA PERT - mentor said he had the power to stop trainees from getting designation. Haven't heard much about that one but this topic came up a couple weeks ago so I will copy and paste my earlier comment: There seem to be two main resources for PERT these days which are Gevorg CPA who has full courses for PERT or Chartered Perspective which is a site that sells guides/templates for writing the reports (also run by a CPA). After all, isn't your mentor reviewing your enabling competencies portion of the reports? Have them explain why they assessed your enabling competencies at level 1 despite multiple revisions. The penalty is on the missed mentor meetings BUT every mentor meeting is supposed to be attached to a PERT report. So if you put level 0 and get lazy without writing any questions, by end of 30 month, sorry no cpa for you because no progression. I finished my first PERT report and requested for a mentor review. The ‘Mentor Review’ will appear with a ‘Status’ of ‘Requested’ under the ‘Mentor Reviews’ tab. For your experience before your PERT start date, you will have to submit prior experience reports and potentially request they be reviewed by CPA. When I logged into my PERT application, I specifically logged in through CPA Western School of Business portal. In theory, even under the EVR, getting the PERT experience shouldn't be an issue at public. anyone willing to help?? • From the PER start date (today), onward is considered current experience. Just curious how long it would take to get CPA designation through this route? I have heard stories about PERT reports being reviewed more rigorously by reviewers and having to change a lot of the experience writeups Just curious to hear about everyones experiences. Stronger support from mentor and managers from same PPR office who is familiar with PERT competency requirements. He said he had done it before. Took me 2. I did not take Densmore so I don’t know how personalized the mentorship is. I was a mentor for one last year. I am hoping if you guys can share your experiences with the CPA PERT reports. I have heard in the past CPA does not recommend that your mentor be the same person as your manager and it makes sense because you get career advice from your mentor and maybe you don't want to discuss that with your manager. I can't speak to FR4 because I haven't got to it yet but for FR1 they were focused more on users of our financial reporting and our systems in place for that. What was your PER Effective Date? CPA starts the clock ticking from that point. I would stay, sit down with whoever you report to and ask for more work, specifically the competencies you have to hit. to. Result was that they kept bringing it up on profession assessment and added a couple of months. So, with the help from my boss, we spent hours and hours filling out the Therefore, my CPA mentor and I thought it was appropriate to be assessed at Level 2 in the audit proficiencies. I submitted a prior experience report during the EVR route. They basically contradict themselves lol. I am planning to meet up with my manager to discuss on tasks I can take on for PERT experience. It took me 2+ weeks to write all the technical competencies only to be given 1 level 2 and 2 level 1s. I've read your comment history, and CPA is very clearly telling you that your role doesn't demonstrate sufficient autonomy or complexity for a level 2 competency. I learned so much about writing enabling competency reports. All Leave Taken days are reported (if any). The email from CPA said it will take them up to 6 weeks to review. I know the rule is that for each missed mentor meeting, they add one month extra, and I can't have mentor meeting without writing a report, so essentially one month penalty is imposed for every semi-annual report missed. When I submitted my PERT experience, CPA replied by saying that I can't submit any accounting and/or tax advisory experience gained at a non-CPA-registered firm. Evr sucks so freaking much, I would just recommend finishing your pert requirements then leaving. You get the idea. Love to hear how your meetings went. I still had a very strong support network in EVR with one very helpful and understanding manager. This is all PPR and I’ve already finished off the CFE back in May. If you note any inconsistencies Hello! You might have seen some of my prior posts requesting PERT advice, and to provide an update - I have not started the reports and the task of it seems daunting. The mentor has to be a CPA but the supervisor verifying your report does not have to be. Isn't this too much, I would hope that you would be good to go once u pass the exam and gain the experience. Any guidance on how to guide the mentor meeting with my mentor. Canada CPA PERT EVR where to start I need some help. However, on each of the reviewer notes, I received a comment such as: - " While level 2 is granted, please provide an additional complex tax planning example and explain why is it considered as complex to support level 2 in your next reporting Quick question about CPA PERT (EVR): In order to check what levels I am currently at in each sub-competency, do I simply navigate to "Consolidated Summary" in my PERT profile -> Select all my reports -> View Summary? After hours of trying to find the answer through old posts, Google, and emailing CPA, I’ve been defeated, as if PERT hasn’t already destroyed me… I started my current role in Feb 2020, submitted my assessment in Aug 2020, which is set as my PER start date. I am doing my elective now but haven’t did anything for pert. Do I still need to find a mentor and complete mentor reviews? Is it true CPA will penalize you for switching jobs and add extra months of required experience? What was filling out the experience verification reports like? If you take job at a family members company (not CPA PERT EVR Need to make a group to share experience comments, these markers are inconsistent, one market would give level 1 one would not give a level at all, I hate PERT. Since this date I've had 3 mentor meetings (one Dec 2021, second July 2022, third March 2022 so technically still had my semi-annual meetings met). Did anyone else get this request? It took me so long to just come up with 1 example, and now they need 2 more examples in at least 4 sections?? Wondering if I can challenge them on this to at least just provide 1 Hello, I have submitted a change of job assessment for ny old employer, but there was a period of my time that was not included in my PERT reports, so i left the company with 3 reports and 3 mentor reviews instead of 4. PERT- first report PPR route I just start working at an audit firm for 4 months and writing my first PERT report. You're expected to have semi-annual reviews with your mentor and to make at least one experience submission every 12 months. I submitted my first report a year ago and was given competencies which actually make me eligible to for the exit requirements. But it is an issue, because the way the CPA assesses EVR is stupid. Not sure about midsize but you should be able to find small firm jobs with some accounting experience. " I passed my CPA CFE in September 2018 and thought that the path to getting my CPA designation was going to be pretty smooth sailing going forward. 5. redditmedia. After 2. CPA Canada desperately needs to re-evaluate the entire PERT process. " And they refused to recognize any duration since the first I work in industry and my mentor doesn’t work with me at all. Just make sure you contact CPA and file that appeal for an extension. See how personalized the mentorship is vs Densmore. Jul 7, 2024 · CPA Canada candidates struggling with PERT have several options including coaching and PERT Level 2 Report Examples. After completing my first rotation (6 months), I submitted a report and received Lv1 in MA1, MA2, MA3, and FN1. From my experience as a mentor of multiple people who have completed their PERT experience, so long as you fill out all the enabling competencies properly for your last report nothing you do before then matters. It wasn't enough, so PERT asked me to get my mentor (my boss) to confirm via email about the mentor review process along with answering a few questions. My supervisor is not a CPA and has verified my report. I am nearing my PERT deadline in May 2024. Should i put level 0 for all enabling competencies on the first report? how should i answer all three questions for each competencies ? How did you evaluate yourselves on your first report ? CPA Canada practical experience : r/Accounting r/Accounting Current search is within r/Accounting Remove r/Accounting filter and expand search to all of Reddit We would like to show you a description here but the site won’t allow us. Try asking him about the Day 2 role and see if you think he can mentor you in the role you’ll take (example if his strong point is assurance and you’ll be taking assurance). What we ended up doing was draft a mentor review log from the beginning, and send it to CPA through PERT and I attached this document in my final PERT report as well. The mentor meetings typically focus on how you are doing at work and progression, including advice on tasks/projects that will help you meet with technical and enabling competencies development. However, there’s just more work to be done in PERT and somewhat of a hassle on your end. So I stopped the reporting. A few months later, I quit the job before busy season. I read the candidate guide, but I don’t see anything about how far back experience can go to count towards the 3 years. We would like to show you a description here but the site won’t allow us. I also got all my PERT reports signed off by my mentors through the "mentor review". Finally, they put in the comments that I had to complete at least one additional mentor review in www. But as long as you get 2 in the year, you should be good. CPA Canada - how long did it take for you to get your letters after submitting your last PERT report to CPA? Title says it all. Hearing about other people's experiences completing their PER requirements through the EVR route just sounds like a drag and is not helping my mental paralysis right now. Also shouldn’t your mentor be able to help you on the PERT? I'd love to rant as well: CPA's ultimate goal is to make everyone work in public accounting. Ideally, how long it took to go from Assessment Requested to Required (meaning it's assigned to a CPA for review) and finally from 'Required' to 'Completed'. The timeframes are entirely unacceptable. For example, ask to evaluate internal controls and access. I’m also struggling to find a mentor in Hi, I finished my 30 months in a pre-approved program, completed my last PERT review/mentor meeting and attached my chargeable hours form. You mean your PERT mentor, or someone from the provincial body? If it's the latter, I'm surprised they actually HELPED you. CPA tends to press the non responsive employers. You need to fill out an experience report every 6 months and also have a mentor meeting at that time. There's a difference between supervisor and mentor for PERT. Ex - for me I discussed completion of consolidated statements and subsequent financial notes related to MD&A disclosures. The entire CPA (CAN) is a fucking scam and massive cash grab. I have read the Pert website but still so confusing. I've found they're I will be completing my PERT by December 2024 and literally have only one level 1 in Technical and one level 1 in enabling. Feelsgoodman. I got a copy from a coworker when their application was rejected because their level 2 answers weren't good enough. These options are compared and disussed. Hello fellow cpa canada students. I used him for rewriting my CFE and he is an excellent CPA coach. So long story short, I’m currently in the pre-approved program with a PERT start date of September 2021 and have significantly slacked off with the experience reports and now looking to pick up the slack. You just need to meet the core, depth, and breadth requirements in addition to the 30 months. Hi everyone, just need a bit of advice, from possibly others in the same situation. There’s a list on the CPA website for pre-approved companies which will make your PER life much easier (mentor provided and easier reporting). Well now I am in a position where I need to get my CPA ASAP. The manager is still required to sign off on your report and hold a mentor meeting with you. I passed my CFE in 2020, with my PER start date being 2019-10-10. Normally, they're the ones who ding you and reduce your competencies to Level 1. Contact CPA, they have a detailed PDF about how to answer at Level 2 but I have never been able to find it posted online. Landing that practical experience for your CPA can be tough, but it's definitely not impossible. If it is not, you will need to ensure a current Mentor meeting is completed before requesting a CPA review. Finally Finished PERT (CPA Canada) Finally done boys! After 5 completion assessments in 2018 they finally approved my experience and I never have to fill out one of those reports again. Just get them in by the time you're done the PEP route. There were a few people in both PPR and EVR employers who weren't necessarily on board with this initiative. For FR4, the kind of experience they are looking for is FS analysis and recommendation. If you work in a firm with other CPA students working in there, it's likely that there's a CPA in your office that is registered as a mentor. Level 1 of this sub-competency, the FP&A sub-competency, is now the following: Analyze/prepare information inputs for operational plans, budgets and Pretty sure that's right. I'm in the process of rewriting my four FR for reviewer notes. I had earlier thought that it was true only with review or audit engagements and not with compilation. Oh and how can I forget the pointless workshops you would have to commute to and spend basically your entire weekend on? Pretty I completed by CPA with only 4 mentor meetings and I've once gone a full year before meeting my mentor again due to being overloaded with work. My mentor has also been clueless about the process so I wasn’t held accountable by her throughout this process. I'm registered as a CPA mentor in BC. Changing jobs really adds a lot of time to pert, especially going from ppr to evr. I used the template that Gevorg recommends in his videos and wrote about 750 words each. 5 years, I moved to a finance rotational program at a bank. Mentor only comes into it when you're doing the PERT reports. I wrote whole bunch and their feedback was irrelevant. Are there any penalties doe having this meeting late? You should be doing minimum 2 a year, ideally spaced out 6 months apart. CPA PERT (Canada, ON) Hi All, So I recently started a new job with a public accounting firm, and I have about 20 months of experience with a different firm where I provided bookkeeping, report generation, and consultation. The penalty for missing those reports is having additional months added to your base 30 month requirement. The provincial body works with the HR team and recently presented a webinar to the articling CPA staff. I am considering leaving my public accounting job, can anyone give me more information on what PERT was like after leaving. Writing PERT reports is both an art and a science and Gevorg's training program and templates are designed to teach you to write them in the manner that CPA Canada expects them in, to maximize your Level ratings. I am now considering switching to PRE-APPROVED firm I've got 2 prior experience (EVR) reports and 4 current experience reports (pre approved) that have all been verified by managers/mentors. Students with CPA Ontario are eligible to claim up to 12 months of experience from the previous five and a half years (three and a half years for the external audit stream). Can anyone help me understand what exactly they are asking in FR1? Thanks HELP! CPA PERT EVR L2 types of jobs/experience I am currently an accountant for a manufacturing company and do the typical month end closing, reconcile accounts, assist in AP/AR, create the budget, analyze the financial statements through variance analysis, etc but I can't seem to achieve level 2 for anything I write on my PERT report. How to catchup on PERT Let’s say you haven’t submitted PERT for 1, 2 or even 3 years. I want to dispute the experience report, but am worried that the CPA reviewer would go further to reassess my other experience as well. From my calculations, I will get 9 months of penalty for missed mentor meetings which means that I need 39 months of experience. Would I have to have my old CPA mentor at the firm to re-approve the reports if there were some revisions requested? Articling CPA staff are required to meet their assigned coaches (CPA-designated senior staff) for performance evaluations and PERT mentor meetings at the 6th-month mark. My boss and his firm got suspended with cpa over something really dumb, imo, and cpa said that we needed to make a change of job report since we can't claim any pert experience while the firm is suspended. It is up to the review team to determine if a penalty will be imposed. You won't necessarily have to do 30 months over again. Are there any Canadian CPAs here that would be interested in being my mentor? So my mentor meeting was supposed to be in August but my mentor was on vacation until now. 5 years after finishing my CFE to get my technical competencies in a row in mgmt accounting. jpg PERT is so frustrating, honestly CPA needs to completely overhaul experience reporting for people in industry. PERT is insanely punitive to people who aren't in the pre-approved program route (PPR), IMO. There is also the Gevorg CPA Per Review Course for $447 CAD. Email PERT Ontario the second those timeframes aren’t being met. I contacted PERT support and they agreed. Then this mentor goes on vacation. Hi, I'm working on my PERT report (CPA Ontario) My first role (risk role) was not relevant to CPA, so I got only one Lv1 in FR2. I'm not sure how long it takes CPA Ontario PERT team to review EVR reports, but it takes CPA BC PERT team about 2 months to review fully-completed 6-month experience report. I didn’t even know I was doing FRs until CPA agent reframed my thinking. Do I need a mentor if I’m Second option: Wait to register as a student with CPA Ontario until employed on a full time basis post-graduation and then claim your co-op terms as prior experience. How do I activate my PER start date (Practical Experience Reporting start date)? • Once a candidate creates their PERT profile, confirms employment as EVR or PPR and identifies a mentor- they will activate their PER start date 8. You are then required to contact your Mentor outside of PERT to schedule a date and time for the meeting. I have 3 PERT reports submitted for actual experience and want to submit one more for "final completion assessment". All quoted report periods are consecutive, not cumulative. Has anyone used the mentor match portal provided by the CPA to find a mentor? How was the experience with using the portal, and is it any good for what it's meant to do? I finished my CFE (Canada) in 2021, but have been struggling immensely with the PERT aspect of finishing my designation. I also decided to do a job switch because I want out of public accounting and found a role I simply can't turn down. All 5 of my level 2 enabling competencies got declined. For the experience report, do I just edit one current experience report every reporting period? Hey, just wondering if anyone has had any luck with the cpa mentor match portal in terms of actually getting a match request accepted? I feel like most are only listed on there as mentors for staff in their own companies (which is understandable) Hello, I have received a job offer for a big company but I would have to go through the EVR route to get my CPA designation. I’m not exactly sure that you need a mentor for your prior experience report, but it would certainly make sense that you do, since a current experience report does require one for a mentor review to take place. What exactly is expected of us on the EVR semi-annual report in order to request a mentor meeting? Since this report won't be sent to CPA (I think?), do I still have to answer relevant competencies in detail according to the rubric? Or can I just answer one or two questions generally just to be able to request the mentor meeting? Will I be able to update my answers to rubric standards for when Escalate the situation to the practical experience team within your CPA provincial body if your employer continues to not respond or aren't acting reasonably. Due to changing jobs, difficulties finding a mentor and sheer laziness on my part, I have seriously delayed some of my PERT submissions. Some of the challenges who have to face in this journey includes - High competition (especially for Entry level positions) and employers prioritizing those candidates with experience in public accounting. 7. Don't even get me started on pert lmao. Industry here, my path for completing PERT was to do the bulk of my experience reports at the very end (after passing CFE). You may want to refer to the mentoring agreement, mentorship learning plan and how to ask effective UncleJaMarcus9 CPA PERT - mentor said he had the power to stop trainees from getting designation. I have finished all education requirements including the CFE for the CPA program and I am just waiting for the experience to accumulate. I completed my first report pending CPA review for all 4 MA sub-competency at L2. Make sure you maintain a paper trail showing your follow-ups with manager. Do I have to submit each one at a time and wait the 6 week turnaround time? When going to submit them for Do I have to submit all semi annual updated report or mentor review? or Is it just okay to submit professional assessment report (I heard missing mentor reviews are penalized for 1 month per missed review). I had a mentor registered but only one meeting to start and none after that. I had to wait for my mentor to return, go through training modules, and get approved by the CPA body. For reference I am with CPA Ontario, and struggling to get some level 2s. In going to get these assessed by CPA, it looks like I screwed up by not submitting the prior experience reports earlier. I'm not sure what they're reviewing since I'm in a preapproved program and I don't actually submit anything to CPA. On my last PERT report and waste so much time just sitting here trying to think of "Level 2" situations for Communication, Teamwork and Leadership, and Professional and Ethical behaviour. [CAN} CPA PERT - First mentor review - what needs to be included on the report? SO let me start by saying that this whole PERT process is confusing. Every 6 month you meet with CPA mentor, then you write a report, and report to CPA for approval. Two months of waiting. I'm not sure what type of job other people have but mine isn't filled with some epik le accounting adventures where I run into these MA2 Changes For Canadian CPA practical experience requirements (PERT), CPA Canada made changes in recent years to the MA2 technical sub-competency: Planning, Budgeting, and Forecasting. [CPA ontario] Pert review Hi! I was wondering if it's alright for me to start job hunting and switching job once I have submitted my pert reports to CPA ontario which will likely take up to 6 weeks for their approval. ihzhat pdsbtd jlpg smgjdix xrwsb wnvx twjiqx slpabkgx vusga zetwcb