Course Syllabus

Course
Integration and Analysis (Capstone) Year, Term: 2022, Summer
Name:
Course Instructor
RSM 7204 RT 504
Code: Office:
Instructor Instructor
Elisa Zuliani By appointment
Name: Office hours
Instructor Instructor
Elisa.zuliani@rotman.utoronto.ca 416-978-7529
Email Phone:

Delivery Mode
Lectures will be delivered in-person at the scheduled time per the GDipPA Schedule posted on Quercus. Please
check this schedule for the day and time of your lecture.

Course Description
This course is a capstone course that focuses on developing the judgement, analytical, diagnostic, and evaluative
skills required to be a professional accountant. This course will continue to develop student’s case writing and
business analysis capabilities, covered in their undergraduate degree, using simulated business cases. The
complex nature of business transactions and situations often require the integration of the different facets of
accounting education including financial accounting, finance, management accounting, information systems,
assurance and taxation knowledge. Students will be expected to assume different roles in the business cases to
develop their integrative thinking to identify and prioritize issues and develop relevant recommendation using both
accounting standards and professional judgement.

Cases will be used to develop and apply judgment, critical thinking, and problem-solving skills. The technical
competencies and enabling skills introduced in the course cover and go beyond those outlined in the CPA
competency map.

Course Learning Outcomes

This course will stress the requirement for integrated technical knowledge that involves the application of the
standards, judgement and decision-making skills. Students will have an opportunity to integrate technical and
practical knowledge in case type situations. The course will present case simulations of problems encountered in
the business world.
The Graduate Diplomas in Professional Accounting (G.Dip.P.A) seeks to prepare students for a career in
professional accounting. Skillsets required for that career include the understanding of the user needs and
objectives and application of professional judgement when interpreting the accounting standards when analyzing
business transactions.
This course is a core requirement for G.Dip. P.A. because critical thinking and analysis is one of the fundamental
skill sets required in developing successful accounting professionals. Using case simulations, students are
expected to continue to demonstrate and develop their critical thinking and analysis skills.
 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Course Grade Components

The final course grade reflects your level of demonstrated achievement of the Course Learning Outcomes listed
above. Deliverables provide feedback on your progress towards the course grade.

For each individual deliverable during the course, you will receive a numerical “raw score”. These raw scores do
not correspond directly to letter grades or percentage scores. At the end of the course, the raw scores will be
weighted as shown in the syllabus to compute the overall course score. This overall score is then converted by
the instructor to the letter grade that reflects your performance on the entire course.

In order for you to be able to assess your performance during the course, after each deliverable you will receive
the distribution of raw scores in the class. This allows you to assess where you stand relative to the class, and it
provides you with feedback to adjust your efforts in order to achieve the desired final course grade.

You will receive a letter grade for your overall performance in the entire course. In most years, the distribution of
letter grades will “on average” be “similar” to all other courses at Rotman – but some variability across courses or
years is normal. For core courses, this means approximately 40% of grades will be in the A+ to A- range.

For situations in which students are not granted an academic accommodation for a missed or late deliverable, the
missed or late deliverable will not be accepted .

Ourigin
Item Wt % Due Date Delivery al
Class Participation 10% Ongoing Class ☐
Assignment 1 10% May 27th at noon Quercus 

Case Competition #1 – group June 7th Details to follow 

10
presentation

Mid-Term Exam 30% June 13 Details to Follow 

Case Competition #2 – group July 12th Details to follow 

10
presentation

Final Exam 30% July 27 & 29 Details to Follow 

Deliverables Descriptions
Class Participation (10% of the overall grade):

Students are expected to prepare thoroughly and make every effort to attend every class. As class participation is
a graded component of the course, students will be evaluated on the following:
 Thoughtful responses focused on the current discussion topic
 Understanding and analysis of topic
 Idea generation and insightful questioning
 Promoting further discussions
 Active participation
 Consideration for the ideas and responses of others

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

See section called Class Participation for further details.

Students must attend the class in which they are registered in order to get credit for participation.

Assignment

The assignment will be available on Quercus the week before they are due.

Case competition #1 & #2:

Students will be put in random groups and be asked to prepare and present a business case. Groups will be
evaluated on technical application as well as communication and ethical business decision making skills of their
presentation.

Further details to follow.

                       
Midterm and Final Exams:
The midterm will be 4 hours and will consist of 3 multi-subject cases.

The final exam will be written over two days – Day 1 – 5 hour comprehensive case; Day 2 – 2 hour - multi-
subject case.

These are common exams for all 5 components of the GDipPA Program. Refer to Course Schedule for dates.

Each case in the examinations will have individual competency assessments for financial reporting, assurance,
finance, taxation and integration/analysis that are linked to the case requirements. Each Professor will be required
to read the student’s response to the case and evaluate their performance for that given area. This will constitute
the student’s mark for their midterm and final exams. Your performance on professional capabilities and
management accounting will be part of your mark for this course.

Further details are provided on the Quercus page for the course.

Accommodation Policy for Missed Assignments/Examinations

Please see the link for what is required if you miss an assignment and/or examination . Academic
Accommodations  

All requests for non-disability related accommodations are handled by the Program Associate/Assistant Director,
not the instructor.  
 
In the case of approved accommodation, the following changes will be made in the course evaluation:
Class Participation – Will be reallocated to the classes where you were present and/or the case summaries you
submitted
Assignment #1– the evaluation will be moved to the Mid Term exam
Case Competition #1 - the 10% evaluation will be moved to the Mid Term Exam
Mid Term Exam – the 30% evaluation will be moved to the final exam
Case Competition #2 –the 10% evaluation will be moved to the Final Exam
Final Exam – a deferred exam will be written early September

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Readings and Materials

1. CPA Handbook
The CPA Canada Accounting Handbook is accessible through the Rotman Business Information Centre (BIC)
website: http://www.rotman.utoronto.ca/FacultyAndResearch/BIC.aspx by selecting Databases by Subject –
Accounting – CPA Canada Standards and Guidance Collection.

2. Specific cases for this course are indicated in the Weekly Schedule

3. Other material
From time to time, additional material will be posted on course portal. These will be made available on course
portal at least one day before class. Students should make sure to bring these materials to class as the
Professor will not provide any hardcopies. Students are reminded to check course portal on a regular basis.

4. Useful Websites for Reference

o Chartered Professional Accountants: www.cpapro.ca
o Chartered Professional Accountants of Canada (CPA Canada): www.cpacanada.ca
o Chartered Professional Accountants of Ontario (CPA Ontario): www.cpaontario.caInternational Federation
of Accountants (IFAC): www.ifac.org

You are expected to have read the assigned reading before class unless explicitly stated otherwise.
Additional materials may be posted on Quercus.

Schedule
Class
Date Topics Description
#
1 May 11 / Introduction
May 12 - Overview of the course
- Overview of the Professional examinations
- Review of CPA Competency Map
- CPAO - CPA Certification

2 May 17 / Case Writing

May 18 - Case Simulation (2 hours) – written for
feedback/ face to face debrief with TA
- Case writing frameworks
- Role of conceptual framework
- Depth in analysis
- Analyzing quantitative information

3 May 24 / Case Writing (Continued) - Case Simulation (80 minutes) – written for
May 25 Management Accounting feedback/ face to face debrief with TA
- Preparing an effective outline
- Understanding your role
- Management Accounting

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Class
Date Topics Description
#

Assignment #1 will be available on Quercus after

May 19th at noon

4 May 31/ Management Accounting - Case Simulation (80 minutes) – written for
June 1 feedback

- Management Accounting

5 June 6 / Case Competition - Effective presentation skills

June 7 - Rules for case competition
Further details to come

6 June 13 *** MIDTERM EXAM *** No class held this week

7 June 21 / Comprehensive Exams - Comprehensive Exams

June 22 o Understanding of roles
o Identifying users and their needs
- Emphasis on General Business Advice
8 June 28 / - No class for RSM7204
June 29
9 July 5/ Comprehensive Exams - Case Simulation (5 hours) -written for
July 6 feedback/ face to face debrief with TA
- Comprehensive exams continued
- Management accounting in Professional
Accounting

10 July 11/ Case Competition - Effective presentation skills

July12 - Rules for case competition
Further details to come

11 July 19 / Management Accounting - Case Simulation (80 minutes) – take up in

July 20 Review class
- Management accounting in Professional
Accounting

12 July 25 Review session n/a

Final July 27 & *** FINAL EXAM ***

Exam July 28

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Class Participation
Students are expected to make every effort to attend every class.  Frequent and/or unapproved absences will
negatively affect the class participation component of your grade. You can also expect to miss substantial learning
content and milestones. The reduced learning and course grade performance may result in the need to withdraw
from the course.

Students are expected to prepare thoroughly and make every effort to attend every class. As class participation is
a graded component of the course, students will be evaluated on the following:
 Thoughtful responses focused on the current discussion topic
 Understanding and analysis of topic
 Idea generation and insightful questioning
 Promoting further discussions
 Active participation
 Consideration for the ideas and responses of others

Class participation marks will be based on participation during the class discussions in class. Students should be
prepared to contribute to class discussion by raising questions and issues on their own initiative and by being able
to respond to questions and issues raised by other students and the Professor.

The success of the course for students depends on active, thoughtful participation and preparation by the
members of the class.  The mark each student receives will reflect the quantity and quality of that
student’s contribution to the course.  Your participation will be graded based on the following scale:

Significant & meaningful contributions 8 -10

Regular and useful contributions        6 -7

Occasional contributions 4-5

Minimal contributions  2 -3

No contributions 0

Equity and Diversity

The University of Toronto is committed to equity, human rights and respect for diversity. All members of the
learning environment in this course should strive to create an atmosphere of mutual respect where all members of
our community can express themselves, engage with each other, and respect one another’s differences. U of T
does not condone discrimination or harassment against any persons or communities.

Academic Integrity
Academic integrity is essential to the pursuit of learning and scholarship in a university, and to ensuring that a
degree from the University of Toronto is a strong signal of each student’s individual academic achievement. As a
result, the University treats cases of cheating and plagiarism very seriously. The University of Toronto’s Code of

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Behaviour on Academic Matters outlines the behaviours that constitute academic dishonesty and the processes
for addressing academic offences.
All suspected cases of academic dishonesty will be investigated following procedures outlined in the Code of
Behaviour on Academic Matters. If you have questions or concerns about what constitutes appropriate academic
behaviour or appropriate research and citation methods, please reach out to me. Note that you are expected to
seek out additional information on academic integrity from me or from other institutional resources (for example,
the University of Toronto website on Academic Integrity).

Ouriginal
Normally, students will be required to submit their course essays to the University’s plagiarism detection tool (now
Ouriginal) for a review of textual similarity and detection of possible plagiarism. In doing so, students will allow
their essays to be included as source documents in the tool’s reference database, where they will be used solely
for the purpose of detecting plagiarism. The terms that apply to the University’s use of this tool are described on
the Centre for Teaching Support & Innovation web site (https://uoft.me/pdt-faq).

Laptop Policy and cell phone policy:

It is expected that students will use technology responsibly, with consideration for their fellow students and other
members of the University community. With the permission of the instructor, students are encouraged to use
laptops for note taking, in class communication, in class activities (i.e. spreadsheet modeling) and web access.
Laptops are not to be used for email, instant messaging, web browsing, and any other activity that is disruptive to
other students, the instructor or in general, the classroom environment.

Students must use a laptop for their midterm and final exam submission.

No cell phones are permitted in class. If you have a cell phone, please turn it off and put it away during class.

Standard Policies
The following are policies students should assume are in force with all Rotman courses. Full details for each of
these policies can be found on the Registrar’s Office website:
1. Academic Accommodations
2. Academic Integrity
3. Accessibility Services
4. Assignment Cover Sheet
5. Class Attendance
6. Code of Behaviour on Academic Matters
7. Course Drop Deadline Policy, for MBA electives dates check relevant course schedules
8. Grading Policies
9. Group Work and Behaviour
10. Scent-Free Environment
11. Use of Technology

COURSE OUTLINE INDEX

Delivery Mode

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 RSM 7204 Integration and Analysis (Capstone) - 2022 Summer

Course Description
Course Learning Outcomes
Course Grade Components
Deliverables Descriptions
Readings and Materials
Schedule
Class Participation
Class Recordings
Equity and Diversity for An Online Course
Academic Integrity
Turnitin.com
ProctorU
Standard Policies