Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The videos from the 2024 Corporate Finance and Controllers conference brings together industry leaders, finance professionals, and experts to delve into the critical role of financial leadership in fostering growth and maximizing value within corporation. Members can expect a range of strategies and topics for navigating a complex finance landscape from innovative approaches to budgeting and forecasting, alternative working capital lending options, reinventing the role of the controller for a digital age as well as leadership development opportunities.
Topics Include:
- Next Gen Controllers: Proactive, Progressive, Purposeful
- Preparing for the New IFRS Sustainability Reporting Standards – Are You Ready?
- Fire-side chat on Budgeting & Forecasting – Addressing the grey areas in the numbers
- Financial Strategies Incorporating Trusts
- M&A Strategies
- Economic and Financial Outlook
- Fire-side Chat: Reduce Conflict and Improve Productivity with Workplace Fairness Assessment
- Employment Law Update - Understanding Dismissals to Minimize Your Costs
- Ethics and Cybersecurity
- Unlocking Transformation: Generative AI in Corporate Finance
Key Takeaways
During this course, participants will:
- Gain a deep understanding of how Generative AI is driving profound transformation in corporate finance.
- Enable attendees to explore stakeholder interests and develop an ethical compass.
- Receive an overview of the latest developments in the area of income taxation for corporations.
- Look at what employees may be entitled to after they are let go.
- Understand the cost of conflict.
- Identify the recent economic trends.
- Get an overview of the process from a sell side process perspective.
- Understand the benefits of trusts for controllers and CFOs.
- Identify strategic decision-making and resource allocation.
- Understand the evolving sustainability reporting landscape and implications for Canadian organizations.
Who Will Benefit
Controllers, CFOs and senior finance professionals who are interested in an analysis of the current economic outlook and staying ahead of emerging trends for business success.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
The roster of speakers for this program has years of valuable experience coupled with several industry specific awards.
SPEAKERS | |
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Alex Garber, CPA, CA, MTax has been working in public practice since 2004, focused on income taxation for Canadian owner-managed businesses and their shareholders. Alex presents PD seminars for CPA Ontario and facilitates at the CPA Canada In-Depth Tax Program. He is an adjunct professor at the Schulich School of Business, York University, where he teaches income taxation. Alex started his career at Deloitte & Touche LLP and is currently an independent tax advisor for small CPA firms in Ontario. | |
Barbara A. Palmegiani, FCPA, FCMA, is a Partner and National CFO & Controllership Services Leader for BDO Canada. She is a former VP, Finance and CFO with broad industry experience in consumer and customer focused businesses from real estate to retail, health and wellness to private equity. Barbara is a top-rated instructor for the CPA Program as well as CPA Executive Professional Development and corporate in-house training programs. She has also served as a part time lecturer for university undergraduate and MBA programs. | |
Blaine Donais is president and founder of Workplace Fairness International, and author of Workplaces That Work and Engaging Unionized Employees (Canada Law Book). Experience as a lawyer, mediator and investigator has informed his focus on workplace conflict. His innovative solutions use proactivity and engagement to reduce the cost of unnecessary conflict. His FCAT© (Fairness Cost Analysis Tool) informs financial decision-makers on the high cost of unnecessary conflict. | |
Braden Hersics, CPA, CBV, is a director in Grant Thornton’s Transactions practice, covering Southern Ontario and focusing on mid-market, privately held business mergers and acquisitions, debt, and capital advisory. Braden began his career with Grant Thornton in 2016, obtaining his CPA in 2018, achieving National Honour Roll Status ranking in the top 1% in Canada. Braden also obtained his CBV designation in 2022, providing additional perspective to his advisor approach and capabilities. | |
Cathy Cobey, FCPA, FCA, has 25 years of experience as a technology risk advisor and is the EY Global Responsible AI Co-Lead and oversees a global team that works on the ethical and control implications of artificial intelligence (AI) and autonomous systems. Her involvement with EY Climate Change and Sustainability Services has helped her provide assistance to clients in creating and preserving value by embedding sustainability throughout their organization. | |
Danat Shiderkulov, CFA, is a director specializing in Financial Due Diligence in the Transaction Advisory team at Grant Thornton Canada's Toronto office. He has eleven years of practical experience in managing M&A transaction process, leading diligence process and supporting the clients during the negotiation stage. Since joining the Transactions Group in December 2018, Danat has provided due diligence services to financial and strategic investors in various industries, including Manufacture, Distribution, Consulting, Environmental, and Services. | |
James Marple is a managing director and senior economist with TD Bank Group. In his role, he leads a team of economists to provide policy analysis and forecasts to TD clients and stakeholders. The team delivers on a wide scope of research, covering the U.S., Canadian, and global economies. As a respected commentator, James gives presentations across North America (now by videoconference) speaking on economic and financial trends. He is interviewed frequently on the radio, television and in print. | |
Mazen Chediak, Chief Financial Officer at The CFO Centre Canada, brings a wealth of expertise specializing in construction, artificial intelligence, and SaaS companies. He excels in navigating startup landscapes and strategically guiding businesses toward sustainable financial success. Armed with a master's degree from the University of Toronto's Rotman School of Management, Mazen stands as a financial visionary who redefines success by aligning passion with expertise. | |
Michael Kulbak, CPA, CMA, has worked as a Finance, Tax and Accounting professional for over 25 years and within this time frame has been a CFO, Executor, Trustee, Officer, Director and executive responsible for financial stewardship for numerous organizations and trusts. In these roles he was the individual accountable for safeguarding assets, financial decision-making, and tax planning, as well as ensuring that distributions were in accordance with agreements. Michael is speaker, instructor and author, and continues to lecture on finance, tax and accounting to CPA students. | |
Michael Ruta, CPA, CA, CBV, is a director in our Transactions practice based in Toronto. Michael joined the Grant Thornton Transaction practice in 2017 after spending several years with the firm’s assurance practice. Since joining the team, Michael has worked on a broad range of M&A advisory, and financing advisory engagements, with aggregate transaction value of over $1.0 billion. He has experience working with a diversified group of clients in various industries including power, retail, manufacturing. | |
Paige Backman is a partner at Aird Berlis and has earned a reputation as an exceptional corporate and commercial legal advisor to both domestic and multinational entities. She counsels multinational and domestic entities on compliance with Canadian privacy laws and cyber security, including cyber terrorism, preventing and managing data breaches, obligations on breach notification and processes surrounding complaints and investigations relating to breaches. Paige is the Chair of the firm’s Privacy & Data Security Group and Co-Chair of the Technology Group. | |
Rahel Woldegiorgis is an experienced trainer, coach, facilitator, mediator, and conflict resolution expert with a rich background in EDIB, change management, and conflict management. Over the course of more than two decades, Rahel has championed the promotion of EDIB and the facilitation of conflict management in organizations and communities worldwide, driving meaningful change. She has empowered numerous organizations and communities, igniting the growth of inclusive cultures and effective change management approaches that propel individuals and organizations toward success. | |
Sarah Keyes, CPA, CA, is a recognized voice on the financial impacts of ESG issues for the Canadian business community with a decade of diverse experience as a thought leader, consultant and auditor. She is a speaker, author and facilitator on the impacts of climate change risks and opportunities on governance, strategy, risk management and performance. | |
Stuart Rudner is a leading employment lawyer and mediator, and founder of Rudner Law. For five consecutive years he has been selected by his peers for inclusion in ‘The Best Lawyers in Canada’ in the area of Employment Law, and he has been repeatedly named in Canadian HR Reporter’s Employment Lawyers Directory. Stuart is the author of You’re Fired! Just Cause for Dismissal in Canada and has contributed to several other texts. | |
Taheera Fidaali, CPA, is the founder of Tula CPA, a forward looking firm whose focus is to support financial management and profitability through strategy consulting, fractional CFO services and monthly group coaching. She is passionate about supporting visionaries with missions that promote the wellbeing of both the people and the planet. She obtained her CA in London UK, at KPMG LLP, working with a diverse set of clients ranging from medium sized to large corporate enterprises. | |
Troy MacDonald is a partner and national practice leader for corporate finance and infrastructure at Grant Thornton. He specializes in advising domestic and international clients on transactions, mergers and acquisitions, capital raising, valuations and fairness opinions, including public-private partnerships and project financing. Troy enjoys the opportunity to work with clients across a range of industries, with a focus on power and infrastructure. Before coming to Toronto in 2008, he was a member of the firm's capital markets team in London, England. | |