Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Step into the forefront of modern financial leadership at this premier event designed for CPAs in corporate finance and controllership roles. The Corporate Finance & Controllers Conference 2027 equips finance leaders to future proof their organizations and themselves in an era defined by rapid technological change, economic volatility, and rising expectations for transparency and sustainability.
Save $100 with our Early Bird Sale (excludes Passport prices). Act fast—the sale ends December 14, 2026. Access the Early Bird Sale by logging into your account.
Attendees will gain practical insights into 2027 economic and regulatory developments, advanced tax planning strategies, and the expanding role of AI and automation in finance, while strengthening internal controls and sharpening leadership skills needed to navigate complexity with confidence.
Whether you are shaping enterprise strategy, modernizing finance operations, or leading high performing teams, the 2027 Corporate Finance & Controllers Conference provides the tools, insights, and perspectives you need to lead with clarity, credibility, and confidence in the year ahead.
Can’t make it in person? We have a virtual option: Learn More.
Looking to enroll 3 or more team members? Email orglearning@cpaontario.ca to explore group pricing options and find the right solution for your organization.
Agenda
Day 1
Topic: TBD
Topic: Business and Corporate Strategy: M&A and Capital Markets
Topic: Racing Regulation: Mastering GRC in the Age of Unstoppable Innovation
Topic: Corporate Tax Update (SR & ED Tax)
This session will provide an overview of recent changes in the area of income taxation for corporations, including tax implications of conducting Scientific Research and Experimental Development (“SR&ED”) activities in Ontario. The topics will be geared towards small and medium enterprises.
Key Takeaways:
- Understand recent tax developments that impact corporations in Ontario.
- Learn about tax incentives (both Federal and Ontario) for SR&ED activities.
- Recognize opportunities for maximizing deductions and tax credits.
Topic: Budget & Forecasting: Driving Performance Through Effective Planning, Forecasting, and Financial Control (Working Capital and Cash Flow Management)
Topic: Strategic Planning & Value Creation: How CFOs Can Integrate Operational, Capital and Insurable Risk into Asset Decisions.
Topic: AI Deployment, Governance & Innovation Strategy
Day 2
Topic: Economic Update: Economic and Financial Market Trends Shaping Capital Allocation, Financial Performance, and Strategic Decision-Making in Canada and Globally
Topic: Hands On Workshop: Leveraging AI and Automation in Finance Operations (forecasting, anomaly detection, reporting automation)
Panelists:
1. TBD
2. TBD
3. TBD
Topic: The Evolving CFO: Communicating Strategy and Bridging Finance and Operations Through FP&A (Case Study)
Topic: Financial Stewardship (Reporting, Controls & Compliance): Leading Finance, Governance, and Ethics in the Age of AI
Topic: Enterprise Risk & Internal Control Management - Supply Chain Risk Oversight
Topic: Burnout & Stress Management: Fire Up Your Mental Health!
Speaker(s)
| FEATURED SPEAKERS DAY 1 | |
|---|---|
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Alex Garber, CPA, CA, MTax has been working in public practice since 2004, focusing primarily 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. Alex is also an adjunct professor at the Schulich School of Business, York University, where he teaches income taxation to both undergraduate and master's students. Alex started his career at Deloitte & Touche LLP in Toronto. He is currently an independent tax advisor, assisting various clients, sole-practitioners and small CPA firms in Ontario. |
| FEATURED SPEAKERS DAY 2 | |
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Idalin McKenzie, CPA, MBA, CDI.D, CRMA, is a finance and corporate services executive with more than 25 years of experience across the public, private and social sectors. As Vice President, Finance & Asset Management at YWCA Hamilton, she leads finance, asset management, facilities, technology and organizational systems. She spent 17 years in Ontario’s electricity sector, with experience spanning financial control, audit, technology and organizational transformation. She is Director and Treasurer of Volunteer Canada, a Director of Partners Community Health, and Vice Chair of BridgeWay Family Centre. Her work centres on financial stewardship, governance, risk and decision-making. In 2023, WXN named her one of Canada’s Most Powerful Women: Top 100 in the Professionals category. Idalin brings a practical executive perspective to how finance leaders can strengthen accountability and controls while navigating the adoption of AI and other emerging technologies. |
Speaker & Sponsor Forms
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How to Access the Conference
This is an in person conference. You must attend the full conference to receive verifiable CPD hours.
Registration, cancellation, withdrawal and all other CPA Ontario Program policies can be found here.
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
Location
Testimonials
I have attended the Controllers Conference for many years, even going back to when CGA Ontario had this offering. What I like best about the conference is the wide range of topics that are covered. It's multi-dimensional, with something for everyone. Not all topics are 100% relevant to all attendees, but it's still nice to learn something new, even if it isn't part of your job. And the quality of the speakers is top-notch.
The conference is an excellent way of staying ahead of current and future trends in the finance profession, whether it be accounting standards, technology or cyber security. You learn from industry experts, take part in meaningful discussions and get to take advantage of networking opportunities with other finance professionals and peers. Plus the food is great!