Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Join industry leaders, finance professionals, and experts as you delve into relevant topics and sessions critical to financial leadership. Network with fellow CPAs to share and learn strategies to achieve results. Prepare for the year ahead as you learn about AI, Economic outlook for 2025, Tax & Law updates, Leadership, and more.
Speakers list to come.
If you can't attend in person, join us virtually here.
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Agenda
Corporate Finance & Controllers Conference - Day 1 | |
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Time | Event Details |
8:00 a.m. - 9:00 a.m. | Welcome Breakfast & Networking |
9:00 a.m. - 9:10 a.m. | Opening Remarks by CPA Ontario |
9:10 a.m. - 9:20 a.m. | Host Opening Remarks: Eddie Lucarelli, CPA, Chief Financial Officer @ RIV Capital Inc. |
9:20 a.m. - 10:20 a.m. |
Opening Keynote: TBC Topic: Economic Update |
10:20 a.m. - 10:40 a.m. | Break & Networking |
10:40 a.m. - 11:30 a.m. |
Speaker: Barbara Palmegiani, FCPA, FCMA, Partner and National CFO Services Leader Topic: 2025 CFO Update Key Takeaways: To come. |
11:30 a.m. - 12:15 p.m. |
Speaker: Bill Richardson, FCPA, FCMA, President, The Perdix Group Inc. Topic: Unlocking Multigenerational Synergy: Essential Communication Tools for Financial Leaders In today’s rapidly evolving workplace, financial professionals are faced with a unique challenge: how to effectively communicate across a multigenerational workforce. With Baby Boomers, Gen X, Millennials, and Gen Z all working side by side, the ability to adapt your communication style and bridge generational gaps is more critical than ever. Join us to learn about the strategies and insights needed to thrive in today’s current and emerging multigenerational environment. Whether you’re delivering financial reports, collaborating on strategic initiatives, or guiding stakeholders through complex decisions, mastering communication with impact is the key to building trust, driving results, and enhancing your influence as a financial professional. Key Takeaways:
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12:15 p.m. - 1:15 p.m. | Lunch & Networking |
1:15 p.m. - 2:15 p.m. |
Speaker: Alex Garber, CPA, CA, MTax & Adjunct Professor Schulich School of Business Topic: 2025 Tax Update This session will provide an overview of recent changes in the area of income taxation for corporations. The topics will be geared towards small and medium enterprises. |
2:15 p.m. - 3:00 p.m. |
Speaker: Stuart Rudner, Employment Lawyer and Mediator Topic: Employment Law Update (Ethical Lense) |
3:00 p.m. - 3:30 p.m. | Break & Networking |
3:30 p.m. - 4:00 p.m. |
Speaker: Narbe Alexandrian, CPA, Founder & CEO @ Define Capital | President & CEO @ Realtax | Software Private Equity | Adjunct Professor Schulich Topic: Navigating Private Equity Trends: Value Creation and Ethical Challenges In today’s shifting economic landscape, private equity plays a pivotal role in driving business transformation and value creation. This session will cover the latest trends, exploring how private equity firms strategically deploy capital, use leverage, and aim for optimized returns. A real-world case study will shed light on effective acquisition strategies, growth-focused management, and the ethical considerations that arise when balancing profit with long-term stakeholder impact. Key Takeaways:
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4:00 p.m. - 4:50 p.m. |
Round Table: With our Host, Tax, Law and HR Experts. Key Takeaways: To come. |
4:50 p.m. - 5:00 p.m. | Closing Remarks: Host, Eddie Lucarelli, CPA, Chief Financial Officer @ RIV Capital Inc. |
5:30 p.m. - 7:30 p.m. | Cocktail Hour & Dinner |
End of Day 1 |
Corporate Finance & Controllers Conference - Day 2 | |
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Time | Event Details |
8:00 a.m. - 9:00 a.m. | Welcome Breakfast & Networking |
9:00 a.m. - 9:05 a.m. | Opening Remarks: Host, Eddie Lucarelli, CPA, Chief Financial Officer @ RIV Capital Inc. |
9:05 a.m. - 10:05 a.m. |
Opening Keynote: Misha Glouberman, Negotiation Expert, Speaker & Couch Topic: Communication Secrets from Expert Negotiators: How To Talk To Clients Negotiation is all about reaching decisions with people who want something different than you, which is to say: pretty much everyone. It’s more than a skill, negotiation is about developing a new perspective on relationships with other people. We can all learn how to become better at forging agreements, creating mutual gain, and resolving conflicts, in all areas of our lives. But how? Misha Glouberman will help you transform the way you view negotiation, and the reasons people disagree in the first place. His talk will help you get past the roadblocks that prevent agreement and recognize the traps and misunderstandings that people fall into, especially when emotions run high. By understanding someone else’s perspective, yours will grow. Glouberman draws on research from many sources, including Harvard’s Program on Negotiation, and uses storytelling and humour to illustrate how to talk to people when it seems like you are speaking in two different languages. These are life-changing skills that can transform how you see the world and the people around you. |
10:05 a.m. - 10:20 a.m. | Break & Networking |
10:20 a.m. - 11:20 a.m. |
Speaker: Dishan Ratnajothi, CPA, Head of Corporate Development @ Auto Trader | Instructor | CPA Emerging Leader Topic: Mergers & Acquisitions Process Key Takeaways: To come. |
11:20 a.m. - 12:10 p.m. |
Speaker: Claudiu Popa, Certified Cybersecurity Expert & Privacy Advocate | Author & Educator Topic: Cybersecurity Trends Affecting the Corporate Space This year, the corporate landscape is seeing seismic shifts involving cybersecurity, risk and compliance that every business leader needs to know about. The next two years will demand more than just defensive postures; dynamic strategies that embrace new industry standards, regulatory breakthroughs, and cutting-edge technology to counter emerging risks. Key Takeaways:
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12:10 p.m. - 1:00 p.m. | Lunch Break & Networking |
1:00 p.m. - 2:00 p.m. |
Fire-Side Chat: Erin Kelly, CPA, CEO ASI & Tomas Milo, CPA, Ph.D. Candidate at McGill University | XBRL expert Topic: Copilot in the Workplace, Power Automate (Practical applications of AI) |
2:00 p.m. - 3:00 p.m. | Speaker: Cameron Schuler, Chief Commercialization Officer & VP Industry Innovation at Vector Institute |
3:00 p.m. - 3:15 p.m. | Break & Networking |
3:15 p.m. - 3:45 p.m. | Speaker: TBC |
3:45 p.m. - 4:45 p.m. |
Closing Keynote: Jessica Holmes, Celebrated Comedian | Author | Mental Health Advocate Topic: Mental Health: The Good, the Bad, and the Funny |
4:45 p.m. - 5:00 p.m. | Closing Remarks: Host, Eddie Lucarelli, CPA, Chief Financial Officer @ RIV Capital Inc. |
End of Day 2 |
Who Will Benefit
Controllers, CFOs, Finance Managers, VPs and Treasurers from small to medium companies across a variety of industries.
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 is 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.