Thursday, October 18

Opening Session

Working Together: Creating Your Own Perfect World
Time: 8:30 am – 9:20 am
Speaker: Pat Hirst
In a perfect world, everyone would be good tempered, listen carefully and be accountable for their actions. We don’t live in a perfect world, but each of us has a chance in our lifetime to create our own perfect world personally and professionally. We can masterfully manage the human component that often disrupts our “perfectly planned outcomes”, which also means managing ourselves. In this engaging and thought provoking session, consider the three keys for creating meaningful relationships and a positive workplace culture: connect, evolve and resolve

Technical Sessions

Income Tax Update
Time: 9:30 am – 12:00 pm
Speaker: Brian Anderson, CPA, CA
This session will address recent income tax changes including:

  • Changes to the small business deduction (announced in the 2016 and 2017 federal budgets)
  • New income splitting rules effective for 2018
  • Changes to the taxation of WIP for professionals
  • High level overview of US tax reform
  • Hot topics

Today’s CFO Tomorrow
Time: 9:30 am – 12:00 pm
Speaker: Jennifer Nicholson, CPA, CA

This session covers some of the latest thinking and research on various executive competencies for those aspiring or residing in the office of the CFO. The modern CFO is increasingly making strategic and leadership contributions in an ever-changing world, without losing focus on the financial and management reporting roles she or he already embodies. In this session you will learn how to work through challenging situations that go beyond financial and technical skills.


  • The competencies of the modern CFO
  • The CFO’s role in facilitating development of strategy and execution
  • Managing risk to deliver on strategic objectives
  • Building a finance function and developing a highly-productive team
  • Managing change without stressing out the organization
  • Delivering killer presentations
  • Protecting the organization from occupational fraud

Luncheon Session

Burning Bright – Not Burning Out
Time: 12:15 pm – 1:45 pm
Speaker: Pat Hirst
The speed and intensity of today’s workplace can be exhilarating and exciting. Yet, according to Statistics Canada, almost 40% of Canadians suffer from workplace stress. Inflexibility of schedule, long hours, constant connectivity, tight deadlines, and lack of vacation time are cited as the main instigators of workplace stress. Unmanaged stress leads to depression, anxiety, conflict and stress leave and accounts for over 60% of short term disability claims. This session looks at strategies to deal with stress and encourages individuals to manage stress personally and professionally. See how caring for ourselves and employees leads to a better bottom line.

Technical Sessions 

Accounting and Professional Practice Update
Time: 2:00 pm – 4:30 pm
Speaker: Bridget Noonan, CPA, CA
For a high-level introduction of new standards issued and projects in progress at the Accounting Standards Board and the Assurance Standards Board this session will identify the changes coming for assurance and other engagements. After this session practitioners will have the basic information needed to establish an administrative tasks timeline and identify any communications necessary to prepare clients and users for pending change.

This session will provide an update on recent revisions to the CPA Canada Handbook – Part II, Accounting Standards for Private Enterprises (ASPE), CPA Canada Handbook – Part III, Accounting Standards for Not-for-Profit Organizations(ASNFPO), CPA Canada – Handbook – Assurance and various other practice matters.

Formulating and Facilitating Corporate Strategy and Risk Management Essentials 

Time: 2:00 pm – 4:30 pm
Speaker: Jennifer Nicholson, CPA, CA
Change is happening all around us at an ever-increasing rate. We need to plan effectively to remain relevant and profitable. Most large and many medium-sized businesses go through a routine formalized strategic planning process. This process may result in concrete plans that change the future of the organization but often it results in a binder that sits on a shelf and a plan that is never executed. And many businesses just take each day as it comes and react to changes as they occur. In this session, participants will learn how to formulate an effective corporate strategy and how to facilitate acceptance and execution throughout the organization. An essential part of effective strategic planning is strong risk management. Things rarely, if ever, go as planned so we need to ensure safeguards are in place to deal with curveballs and protect the organization.

• The role of finance in strategic planning
• A proven process to follow when developing corporate strategy
• Tools to make this process easier and more effective
• A risk management framework to apply to all your organization’s activities

Friday, October 19

Opening Session
Fostering Value Added Engagement 
Time: 8:30 am – 9:20 am
Speaker: Shane Gibson
A lot of people work on a relationship to get the deal; the reality is the relationship is the deal. As professionals in non-sales positions, we are increasingly being drawn into value creation roles either directly or as part of a team. Almost everyone in today’s marketplace needs to promote the organizational mission and get buy-in from stakeholders.

In the end, it is our ability to build strong, long term relationships with stakeholders that is key.

• How to move from hello to trusted community leader in five steps
• A step-by-step process for on-going stakeholder development
• How to manage multiple stakeholders and competing interests
• Five keys to establishing instant rapport
• How to communicate what you do in a short, but compelling non-pitchy way

Technical Sessions

Hot Topics in Employment Law
Time: 9:30 am – 12:00 pm
Speaker: Adrian Frost, LLB
Session description coming soon.

A Questioning Mindset to Address the Risk of Fraud and Error

Time: 9:30 am – 12:00 pm
Speaker: Jennifer Nicholson, CPA, CA
Concerned about corporate fraud or errors that may elevate audit or reporting risk? There is no shortage of audit and corporate failures to reference and in this session, participants will re-live some of the most notorious cases through interactive cases and discussions. In this highly engaging session, participants will learn how to apply professional skepticism in a practical context both from the perspective of the auditor and the manager. All financial professionals benefit from enhanced skepticism.

Professional skepticism is often sited by regulators around the globe as a primary factor leading to corporate and audit failure. In some of these instances, these failures are attributed to fraud and in others, it’s a result of carelessness, incompetence or even irrational exuberance. Skepticism identifies and challenges information with a questioning mindset which helps uncover risk and results in more disciplined and accountable staff.

• Challenges for applying professional skepticism in today’s environment
• Recognize and overcome personal biases and judgement traps that blind us to fraud/errors
• Identifying situations where skepticism must be elevated in audit and management situations
• Raise awareness of the frequency and severity of the most common fraud scenarios
• Attack fraud proactively by establishing an anti-fraud control framework

Luncheon Session
AI and the Future of Engaging with Customers
Time: 12:15 pm – 1:35 pm
Speaker: Shane Gibson
Digital selling can be a significant competitive advantage to those who embrace it effectively. We need to be able to lead our organizations by equipping them to leverage tools like social selling, marketing automation and AI. It’s not about taking away the human aspect of selling – it’s about providing resources so we can be even better.

“By 2020, insights-driven businesses will steal $1.2 trillion per annum from their less-informed peers.” – Forrester Research Study on Artificial Intelligence.

This fast-paced presentation outlines:
• How AI is (and isn’t) changing how we sell and engage customers
• Top sales automation and AI tools that will help grow business
• How “Right Brained Selling and Leading” will become an indispensable skillset for leaders
• Key insights and success principles of social and digital selling and marketing

Optional Session

CPA Program Demystified 
Time: 2:00 pm – 3:00 pm
Speaker: Scott Roehl, CPA Manitoba
As a CPA, you may find yourself being questioned by colleagues, family, and friends about what it takes to earn a CPA designation. If you earned your designation through a legacy program (CA, CGA, CMA), then you may not be as familiar with the CPA certification program to develop future CPAs and therefore do not have the talking points to answer those questions. This session has been designed to provide a thorough overview of all steps required to earn a CPA designation including an inside look at the CPA professional education program (CPA PEP) from a Session Leader’s perspective. By attending, you will gain the information and confidence to speak about the CPA program.

Who Should Participate
Any CPA member who completed their professional accounting designation through a legacy program. CPA members who are also a Pre-Approved Program Leader, a Program Manager, and/or a CPA mentor in the Professional Education Program (CPA PEP) are also encouraged to attend.


  • Value of the CPA designation
  • Prerequisite requirements – CPA preparatory courses
  • CPA professional education program – Education, Common Final Examination (CFE), Practical Experience Requirements (PER)
  • Practical experience reporting routes (Pre-Approved Program Route and Experience Verification Route)
  • CPA mentorship requirements (mentoring a future CPA)