Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Join us virtually for our two-day Small & Medium Practitioners conference this fall 2025. We’ve curated a powerful lineup of thought leaders, experts, and industry specialists covering a wide spectrum of essential topics. Experience this comprehensive learning and networking experience designed to keep you at the forefront of financial, tax, and risk management developments. This event brings together leading experts to discuss key industry trends, best practices, and critical updates affecting practitioners in 2025.
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Prefer to attend in person? We have an in person option: Learn More.
Agenda
| Day 1 - Small & Medium Practitioners Conference | |
|---|---|
| Time | Event |
| 8:00 a.m. – 8:45 a.m. | Networking |
| 8:45 a.m. – 8:55 a.m. | CPA Ontario's Welcome Remarks: Craig Smith, Executive Vice President, Student and Members Services at CPA Ontario |
| 8:55 a.m. – 9:00 a.m. | Host Opening Remarks: Sabreen Salman, CPA, CA, Director, ESG Reporting & Stakeholder Engagement at Export Development Canada |
| 9:00 a.m. – 10:00 a.m. |
Opening Keynote: Alex Garber, CPA, CA, MTax, Tax Advisor & Educator Topic: 2025 Corporate Tax Developments This session will review recent developments in Canadian income taxation that are relevant for tax filings for 2025 taxation years and beyond, with a particular focus on tax changes that are significant for Canadian small businesses and their owners. Key Takeaways:
|
| 10:00 a.m. – 10:10 a.m. | Short Break |
| 10:10 a.m. – 11:10 a.m. |
Adam Feldman, CAMS, CAMS-Risk Management, CSC Topic: Anti-Money Laundering Requirements |
| 11:10 a.m. – 12:10 p.m. |
Santosh Prasad, CPA, CA, Director, Corporate Tax Services at Trowbridge Professional Corporation Topic: 2025 Tax Update - Cutting Through the Chaos |
| 12:10 p.m. – 1:00 p.m. | Lunch Break & Networking |
| 1:00 p.m. – 2:00 p.m. |
Nina Bombier, Partner at Lenczner Slaght Topic: Professional Liability Insurance Claims – Strategies For Protecting Against Professional Liability Risks Key Takeaways: Defending Professional Liability Claims:
|
| 2:00 p.m. – 3:00 p.m. |
Panel Discussion with Host: Panelists: Paul Tyers, Managing Director, High Net Worth Advisor at Wealth Stewards Inc., Valarie Mccarthy, Lawyer & Partner at McCarthy Hansen & Company LLP & Spencer Brooks, Emerging Leader, CPA, CA, TEP, Tax Partner at Hendry Warren LLP Topic: Dealing with Intergenerational Transfers / Succession Planning / Wealth Transfer |
| 3:00 p.m. – 3:20 p.m. | Small and Medium Practitioners Advisory Committee Introduction and Coffee Break |
| 3:20 p.m. – 4:00 p.m. |
Julie Rueben, Founder & CEO of MaxPeople | Leadership Expert Topic: Talent Attraction and Retention |
| 4:00 p.m. – 5:00 p.m. |
Closing Keynote: Justin Riley, CEO of Wavelo Topic: AI For Practitioners – The Art of Implementing AI Every leader knows that AI is the next big thing. But very few know how to implement it practically in their businesses. Enter Justin Riley: captivating keynote speaker, award-winning spoken word poet, and seasoned CEO behind multi-billion-dollar AI transformations. Key Takeaways:
|
| 5:00 p.m. – 5:30 p.m. | Host Closing Remarks: Sabreen Salman, CPA, CA, Director, ESG Reporting & Stakeholder Engagement at Export Development Canada |
| 6:00 p.m. – 7:30 p.m. | Dinner & Cocktails |
| End of Day 1 | |
| Day 2 - Small & Medium Practitioners Conference | |
|---|---|
| Time | Event |
| 8:00 a.m. – 8:45 a.m. | Networking |
| 8:45 a.m. – 9:00 a.m. | Host Opening Remarks: Sabreen Salman, CPA, CA, Director, ESG Reporting & Stakeholder Engagement at Export Development Canada |
| 9:00 a.m. – 10:00 a.m. |
Opening Keynote: Andrew Kirsch, Former Canadian Spy | Founder Kirsch Group Security Consulting | Dynamic Speaker on Cyber, Physical and National Security. Topic: Cybersecurity Best Practices |
| 10:00 a.m. – 10:10 a.m. | Short Break |
| 10:10 a.m. – 11:10 a.m. |
Sinduja Varatharasa, CRM, Vice President, Professional Services at Aon Topic: Risk Management Presentation for Practitioners |
| 11:10 a.m. – 12:10 p.m. |
Malik Datardina, CPA, CA, CISA, Governance, Risk and Compliance Strategist for Auvenir Topic: CAS 315 Revised (Technical) |
| 12:10 p.m. – 1:10 p.m. | Lunch Break & Networking |
| 1:10 p.m. – 2:30 p.m. |
Fire-Side Chat Session: Ali Spinner, FCPA, FCA, TEP, Partner at Crowe Soberman LLP | Tax & Estate Planning and Nicole Lorenz, Partner, Global Information Reporting and Partner Sponsor for DAWN Canada Topic: Canadian Tax Update: Preparing for CRA Audits and Information Reporting |
| 2:30 p.m. – 2:50 p.m. | Short Break |
| 2:50 p.m. – 3:50 p.m. |
Jane Bowen, FCPA, FCA, Associate Teaching Professor Accounting Topic: ASPE Update (Tax Vehicles) – ASPE 3856 and 3840 |
| 3:50 p.m. – 4:00 p.m. |
Host Closing Remarks: Sabreen Salman, CPA, CA, Director, ESG Reporting & Stakeholder Engagement at Export Development Canada |
| 4:00 p.m. – 5:00 p.m. | Networking |
| End of Day 2 | |
Who Will Benefit
CPAs and finance professionals interested in learning about best practices & technological advancements specifically related to Small & Medium Practitioners.
Speaker & Sponsor Forms
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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.
How to Access the Conference
This CPA Ontario PD conference is hosted on the innovative RingCentral (formerly Hopin) platform. An email invitation with a link to join the event on the RingCentral platform will be sent closer to the date. Please check your Junk and Spam folders and ensure no-reply@events.ringcentral.com has been added to your safe addresses. We recommend you join five minutes prior to the scheduled start time.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
| OPENING KEYNOTE SPEAKER | |
|---|---|
|
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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 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 | |
|
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Adam Feldman is the AML Shop’s Risk Management and Technology Principal with a background in process engineering and compliance audits, Adam assists clients in taking their AML compliance program to the next level, by building and optimizing compliance programs, and advising clients on navigating the regulatory landscape. Working with accounting firms, real estate brokerages, mortgage lenders, and financial institutions, Adam has developed and implemented compliance programs and remedial action plans across a wide range of reporting entities. Adam’s background in engineering coupled with his advanced expertise in data analysis, risk analysis, mitigation, and process improvement makes him an asset to The AML Shop's clients. |
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Valarie Matthew provides strategic and practical advice to her clients to help them achieve their family law goals. Valarie has acted as lead counsel and co-counsel on complex financial matters involving high net worth individuals with issues involving valuation of family trusts and businesses and income determinations for support purposes. She regularly works with experts to obtain business and income valuations for self-employed and high net worth individuals. |
