Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Join us virtually and other financial professionals at this year’s Practice Management and Tax Conference on October 4 and 5. Attend this conference to hear about 2023 tax updates, small to medium business insights, trending tech, ESG strategies and more. This two-day virtual event includes exciting speakers and engaging content.
Topics Include:
- Stay up to date with the latest tax regulations, industry trends, best practices
- Tax planning strategies
- Compliance requirements
- Regulatory updates to maintain regulatory compliance
- Advancements in technology
- Client management and practice growth
WHAT’S INCLUDED WITH YOUR TWO-DAY VIRTUAL TICKET?
- Exclusive content curated for CPAs in practice management
- Relevant and topical presentations on tax updates, quality management standards and productivity
AGENDA
|
CPA Ontario Practice Management & Tax, 2023 - DAY 1 |
|
|
TIME |
EVENT |
|
8:00 a.m. – 8:45 a.m. |
Networking / Breakfast |
|
8:45 a.m. – 8:55 a.m. |
CPA Ontario Welcome Remarks: Craig Smith, EVP, Member & Student Services |
|
8:55 a.m - 9:00 a.m. |
Host Opening Remarks: Dishan Ratnajothi, Corporate Development and Finance at Klick Health | Instructor |
|
9:00 a.m. – 11:00 a.m. |
Chris Bailey, Canadian Writer and Productivity Consultant Topic: Productivity Workshop: Managing your time, attention, and energy This interactive, two-hour workshop weaves powerful personal and team productivity tactics with helpful exercises to get more done. The lively session is perfect for busy teams and anyone who runs a tax businesses and has little time to think about productivity. Key takeaways:
|
|
11:00 a.m. – 11:10 a.m. |
Break |
|
11:10 a.m. – 12:10 p.m. |
Kirsten Albo, Founder of ASK KSA Consulting Inc. Topic: - Implementing and Monitoring Quality Management to Strengthen Performance Using illustrative examples and real-life experiences, explore a crucial aspect of quality management: monitoring. Quality management begins with understanding the nature and circumstances of your firm, enabling you to pinpoint potential quality risks. By acknowledging these risks, you can establish effective responses. Key takeaways:
|
|
12:10 p.m. – 1:10 p.m. |
Lunch / Trivia Games |
|
1:10 p.m. – 2:10 p.m. |
Main Session: Alex Garber, Tax Educator at York University and Tax Advisor Topic: 2023 Tax Update for Small Business This seminar will provide you with an overview of developments in Canadian income taxation that occurred during 2023 and beyond. Created and presented by Alex Garber, an experienced tax educator and CPA, the session focuses specifically on various tax changes and recent developments that are significant for Canadian small businesses and their owners. Key Takeaways:
|
|
2:10 p.m. – 3:10 p.m. |
Main Session: Narbe Alexandrian, CEO of Ealing Ventures Inc. Topic: How Generative AI (ChatGPT, etc.) will change how we manage professional services/CPA practices This talk will explore the transformative potential of Generative AI, specifically platforms like ChatGPT, in the management of professional services and CPA practices. You will delve into the ways AI can optimize efficiency, accuracy, and decision-making, while also examining the challenges and ethical considerations that come along with AI adoption. Key Takeaways:
|
|
3:10 p.m. – 4:10 p.m. |
Main Session: Bryton Udy, Founder and CMO @ atHeart Creative Topic: Mastering Modern Marketing Strategies for Independent Accounting Firms Uncover the secrets of successful marketing in the digital age for independent accounting firms. As the competition within the accounting industry escalates, it is vital to stand out. Attend this session to learn the foundational and innovative marketing strategies when managing an accounting firm to drive growth and elevate your existing client communications. Key takeaways:
|
|
4:10 p.m. – 4:20 p.m. |
Break |
|
4:20 p.m. – 5:20 p.m. |
Closing Keynote: Lisa Annabel Ellis, Founder and President at YellowYellow ESG Advisory Topic: ESG Social Impact Strategy Driving performance in uncertain times means finance professionals can play broader stewardship roles. This presentation will explore what the convergence of financial and sustainability reporting means to you. With the use of a case study, Lisa will share best practices on how organizations can approach sustainability and good governance. Key Takeaways:
|
|
5:20 p.m. – 5:40 p.m. |
Host Closing Remarks with Dishan Ratnajothi, Corporate Development and Finance at Klick Health | Instructor |
|
END OF DAY 1 |
|
|
CPA Ontario Practice Management & Tax, 2023 - DAY 2 |
|
|
TIME |
EVENT |
|
8:00 a.m. – 8:45 a.m. |
Networking |
|
8:45 a.m. – 9:00 a.m. |
Host Opening Remarks – Dishan Ratnajothi, Corporate Development and Finance at Klick Health | Instructor |
|
9:00 a.m. – 10:00 a.m. |
Opening Keynote - Maydianne Andrade, Department of Biological Sciences, University of Toronto Topic: Unconscious Bias and Challenges to Fair Assessment This informative and eye-opening talk, Professor Adnrade outlines the negative impacts bias may have on both individuals and organizations. Using an inclusive and positive approach, she illustrates how even well-intentioned individuals may have biases that impede their ability to reward achievement and how unconscious biases can affect hiring, compensation, promotion, and opportunities for progress. Key takeaways:
|
|
10:00 a.m. – 10:10 a.m. |
Break / Networking |
|
10:10 a.m. – 11:10 a.m. |
Main Session: Ziad Shadid, Principal, Financial Management, Office of the Auditor General of Canada Topic: Hiring & Motivating Employees in Uncertain Times Using lived experiences as a senior leader delivering programs and in various financial management positions, Ziad will present foundational elements that all organizations need to have in place keep their workforce motivated. While organizations face varying challenges amidst a backdrop of a tight labour market and skills shortages, he will address the shift in employee expectations and the impacts of technological advances in the workforce. Key Takeaways:
|
|
11:10 a.m. – 12:10 p.m. |
Main Session: Blake Phillips, Director, School of Accounting and Finance & Jennifer Roedding, President of Roedding Associates Management Consultants Topic: Sustainability Integration - the Business Case & Transformation Beyond the moral imperative, there is a business case for integrating sustainability into organizations. Blake and Jennifer will explore the direct and indirect impacts sustainability has to the bottom line using illustrative examples. They will also speak to steps in transforming your organization into one that embeds sustainability into business practices. Key Takeaways:
|
|
12:10 p.m. – 1:10 p.m. |
Lunch |
|
1:10 p.m. – 2:10 p.m. |
Main Session: Joseph Truscott, Chartered Accountant Business & Income Tax Advisors Topic: Running A High-quality Tax Practice Income tax continues to be one of the most demanding and constantly changing areas of a CPA practice. This presentation will discuss various tools and strategies to maintain a high-quality tax practice with practical strategies and resources for tackling common issues impacting the quality, efficiency and profitability of tax practice supporting private companies. Key Takeaways:
|
|
2:10 p.m. – 3:10 p.m. |
Main Session: Brenda Vathanayagam, Director, Risk Assurance Services, PwC Topic: Operational Resilience Fundamentals This session will hep you understand how to drive operational performance through uncertain times. In an ever-evolving businesses environment, workflow management for accounting firms must include innovation and strategies to maintain operational excellence and success. Key takeaways:
|
|
3:10 p.m. – 3:20 p.m. |
Break |
|
3:20 p.m. – 4:20 p.m. |
Closing keynote: Richard Arthur, Partner, National Leader – Internal Audit Services, Enterprise Risk Services Topic: Enterprise Risk Management (ERM) – A Practical Approach for Small-to-Medium-sized Organizations After two plus decades of helping large and small companies and organizations around the world optimize value from ERM Richard has perfected the art and science of creating pragmatic and custom built for purpose ERM models and strategies. The success with delivering value is rooted in an intimate understanding of the strategy and understanding of the realistic capabilities of each organization. Richard will bring this topic to life with real life ERM success stories, and anecdotes on why many ERM programs fail to deliver their value potential. Key Takeaways:
|
|
4:20 p.m. – 4:30 p.m. |
Host Closing Remarks with Dishan Ratnajothi, Corporate Development and Finance at Klick Health | Instructor |
|
END OF DAY 2 |
|
WHO SHOULD REGISTER?
Small business owners and sole practitioners, accounting firms and CPAs working in post-secondary institutions. Current and aspiring professional practitioners interested in updating their knowledge on issues and legislation facing the accounting profession.
Other ways to participate in our conference:
Speaker(s)
| HOST | |
|---|---|
 | Dishan Ratnajothi, CPA, MAcc, is a highly accomplished corporate development professional at Klick Health. With a proven track record of exceptional leadership, he plays a pivotal role in guiding complex transactions within the professional services space. He also teaches courses at the Schulich School of Business in strategic performance evaluation and finance. |
| KEYNOTE SPEAKERS | |
 | Chris Bailey, Productivity and Performance Expert and Bestselling Author, is one of the most-viewed TED speakers of all time and has been called “a quirky and energetic guide through the productivity thicket” by the Harvard Business Review. Celebrated for making productivity exciting, his experiments run the gambit from curious to ridiculous. He combines lessons from his entertaining experiments with the latest research in neuroscience to show audiences how they can apply different tactics to accomplish more. |
Lisa Annabel Ellis is the Founder and President of YellowYellow ESG Advisory. She believes that actions spoke louder than words and in 2020 put her philosophy to the test. Lisa took her knowledge and experience in ESG and left the “talk” culture of big corporations and boardrooms behind. YellowYellow is provides customized, value-driven solutions to help businesses manage climate risk and drive sustainable growth. She is a sustainability fanatic, focused on building relationships that achieve a shared vision of success. | |
 | Professor Maydianne Andrade is Founder of the Toronto Initiative for Diversity and Excellence (TIDE), Co-founder and President of the Canadian Black Scientists Network, and the Vice Dean of Faculty Affairs and Equity at the University of Toronto Scarborough (UTSC). Her distinguished career is marked by innovative leadership and actualizing best practices for inclusion in the workplace. Andrade shows leaders how to mitigate and resolve unconscious bias and systemic barriers in the workplace to cultivate cultures of inclusion and equity. |
 | Richard Arthurs, FCPA, is a Partner, Enterprise Risk Services and MNP’s National Internal Audit Services Leader, based in the Calgary office. Richard has over 30 years of experience assisting complex global organizations with their internal audit, governance, risk management, IT audit, data analytics, ethics, and compliance needs. Richard has deep industry experience in the utilities/energy, consumer goods, retail, technology, telecommunications, not-for-profit and public sector. |
| FEATURED SPEAKERS | |
 | Alex Garber, CPA, CA, MTax, CPA, CA, has been in public practice since 2004, specializing in Canadian income taxation for private businesses and their shareholders. Alex started his career with Deloitte & Touche LLP in Toronto. |
 | Brenda Vethanayagam, CPA, CA, started her career at PwC as a co-op student in Risk Assurance and has been with the firm almost 10 years. During this time she has led a team to build digital solutions that re-imagine the way IT systems can be audited. |
 | Kirsten Albois the founder of ASK KSA Consulting Inc. and brings extensive experience and expertise to her role in providing consulting and advisory services to small- and mid-sized practitioners (SMPs). Her primary objective is to help ensure practitioners are conducting effective and efficient engagements while meeting the requirements of being in public practice. |
 | Blake Phillips is the Director of the School of Accounting and Finance at the University of Waterloo. Blake received a Master of Forestry and Master of Business Administration from the University of Alberta in 2004 and a Ph.D. in Finance also from the University of Alberta in 2009. |
 | Jennifer Roedding, CPA, CA, is an accomplished and innovative Corporate Director, Business Transformation Consultant and Executive Leader and Coach with over 25 years of experience delivering exceptional results across multiple sectors internationally. She has assisted hundreds of organizations to achieve success with their ESG strategies. |
 | Bryton Udy is Founder and Chief Marketing Officer at atHeart Creative. He is a devoted marketing professional helping independent accounting firms across Canada elevate their brands and increase client engagement. He is a proud member of the Integrated Advisory Network. |
 | Joseph Truscott, CPA, CA, has been in public practice for over 45 years, operating his own firm for over 20 years. Joe’s firm reflects his vision of providing the highest level of personal service from a broad range of professional services. |
 | Ziad Shadid, CPA, CA, is currently the Deputy Chief Financial Officer with the Office of the Auditor General. He is a Certified Internal Auditor with over 20 years of professional experience in the private and public sector. |
 | Narbe Alexandrian is the Founder and CEO of Define Capital, a private equity vehicle in the software space. Define Capital is focused on acquiring and operating profitable SaaS businesses in niche vertical markets. He has also worked as a venture capitalist at OMERS Ventures. |