Beginning of Main Content
- DAY 1: 25 March
- DAY 2: 26 March
07:30 AM - 08:30 AM | Registration and Networking Breakfast |
08:30 AM - 08:45 AM | Conference Welcome Remarks |
08:45 AM - 09:45 AM | Opening Keynote: Shifting Times: Megatrends for the Global EconomyFrom globalization and urbanization to dealing with demographic shifts, the world as we know it is morphing into a different planet — with different economic opportunities and challenges. Which trends are taking today into tomorrow, and which are the direct or indirect result of the changes we are seeing? In her keynote, Linda Nazareth talks about the changes she is observing, as well as the challenges and opportunities they present to the economy, the labour market, the financial market, and your industry too. You will learn:
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09:45 AM - 10:30 AM | Gamechanger: Mindset and Mental Models to Boldly Lead in an Uncertain FutureReady to learn how to boldly lead — and thrive — in an uncertain, chaotic future? Candice Faktor will draw on her experience as a tech leader, investor, and entrepreneur to talk about the kind of mindset shift that is necessary to embrace new models of business and adapt to the changing paradigm of scale, chaos, and uncertainty. In this session, she will cover the 6 mental models and mindsets that will allow you and your organization to thrive in an uncertain future. You will learn:
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10:30 AM - 11:00 AM | Networking Coffee Break |
11:00 AM - 12:00 PM | Breakout Sessions (Please select one)Technology & Innovation Stream People Leadership & Future of Work Stream Technical & Compliance Stream With significant changes to provincial and federal workplace legislation in 2019, it has become all the more important for employers to stay up to date on legislative developments as they occur. Jordan Rodney will review the implications for your business and workplace from an employment law perspective, and ensure you have a clear understanding of Bill C86, Bill 66, Bill 124, accommodation of Cannabis in the workplace, and recent court decisions — to help you prepare for 2020. You will learn:
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12:00 PM - 01:00 PM | Networking Lunch & LearnUpdate from CPA Ontario: Title Protection in Ontario and What It Means for CPAs In its 2019 budget, the Ontario Government announced it would restrict the titles of “financial advisor” and “financial planner” to individuals holding a recognized credential. This is widely considered to be a step in the right direction — consumers can have confidence that their financial planner or advisor are properly accredited individuals. However, there are many unanswered questions — most notably, how does this impact CPAs? |
01:00 PM - 02:00 PM | Breakout Sessions (Please select one)Technology & Innovation Stream People Leadership & Future of Work Stream The workplaces of the not-too-distant future will have new challenges to address, including the impact of climate change, geopolitical upheaval, and intense competition for both high-tech and high-touch skills. Technology promises to address many of these issues, but often fails. Take remote work. It has the potential to offer both businesses and workers a variety of advantages — but we often fail to fully capitalize on them. Organizations often take the approach of simply 'translating' their existing way of working into a virtual context, relying heavily on tech tools and solutions, but overlooking the challenges and opportunities specific to remote work. Taking a step back to both reconsider the problem we’re trying to solve, and view our work practices and processes through a remote lens can increase the odds of building effective remote and flexible teams. In this session, Jane Watson will share:
Technical Compliance Stream New International Financial Reporting Standards (IFRS) and Accounting Standards for Private Enterprises (ASPE) took effect in 2020. This technical update will serve as a refresher for finance professionals and will provide insight into upcoming pronouncements. Walk away with:
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02:00 PM - 02:30 PM | Networking Coffee Break |
02:30 PM - 03:30 PM | Breakout Sessions (Please select one)Technology & Innovation Stream People Leadership & Future of Work Stream Globalization, multi-generational workers, augmented technology, and brief corporate lifespans loom on the workplace horizon. Tomorrow’s leaders will have to deal with challenges unseen by previous generations. How can you help potential leaders develop the essential skills to assist others in negotiating their way to success in such changing times? In this session, Ajay M. Pangarkar will cover the skills leaders will require to survive in the shifting sands of hyper-evolving business environments. You will learn:
Technical & Compliance Stream Join tax expert and lecturer Alex Garber as he discusses must-know topics for our audience. He will cover:
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03:30 PM - 03:45 PM | Short Refreshment Break |
03:45 PM - 04:30 PM | Panel Discussion: The Evolution of Finance: What’s Next for CFOs, Controllers and the CPA Profession? |
04:35 PM - 05:20 PM | Closing Keynote: How Tech is Changing the World of Accounting and FinanceRPA. Machine learning. Image and facial recognition. Natural language processing. Blockchain. Cybersecurity. These are just some of the latest technology trends, and Steve McCaughey is here to speak with us about how they will impact our lives and our workplaces. Steve is the guy who leads Deloitte’s Technology & Transformation team and oversees DSpace, Deloitte’s emerging-technology innovation centre, based in Kitchener-Waterloo. In this session, he will share:Walk away with:
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05:15 PM - 05:30 PM | Day 1 Closing Remarks |
05:30 PM - 06:30 PM | Networking Cocktail Reception |
08:00 AM - 08:45 AM | Networking Breakfast |
08:45 AM - 09:00 AM | Day 2 Welcome Remarks |
09:00 AM - 10:00 AM | Opening Keynote: How Maximizing Generational Differences Is the Key to Thriving CompaniesMany Gen X, Boomer, and traditionalist managers admit that effectively leading their Gen Y employees is a challenge. From quitting without warning, to making unrealistic demands on the job, to needing constant feedback, this generation can come across as inflexible, entitled, and even needy. The great news is that Gen Ys are not only open to learning and evolving — after all, they are the most educated generation in history — but they are also hungry to advance professionally. In addition, this generation of workers has many outstanding (and often overlooked) skills that organizations don’t fully utilize. In this session, Dr. Karyn Gordon will reveal the key to motivating this unique generation, and explore how managers should be exercising their power of influence, not their power of authority. You will learn:
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10:00 AM - 11:00 AM | The Frog Factor: The Secret to Attracting and Retaining World-Class TalentTurn everything you think about employee recognition on its head by exploring it through a powerful solution-focused lens. By the end of this session, you will be ready to trial easy, inexpensive, and proven techniques for recognizing employees or colleagues that support meaningful connection and lasting change. A proven process for self, team, and organizational recognition, F.R.O.G. (Forever Recognize Others’ Greatness™), helps you identify key ways you can begin to shift your organizational culture right away. Focusing on the strategic language, business case, and human case for recognition will convince, inspire and influence decision makers. Whether you’re burning the midnight oil or just plain burnt out, if you happen to be in a boom or bust economy, the truth is: You can’t afford NOT to recognize... starting now! Walk away with:
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11:00 AM - 11:30 AM | Networking Coffee Break |
11:30 AM - 12:30 PM | Breakout Session (Please select one)Technology & Innovation Stream Business Intelligence (BI) tools are very popular and financial professionals want to get the best ROI on the time and money spent on these tools. This session will look at areas that leaders need to be concerned about when implementing and using these tools. Topics that will be covered include:
Ethics Stream As a CPA, you are held to a high ethical standard. But ethics isn't always black and white. Our Advisory Team will guide members through the CPA Code of Professional Conduct and examine some typical situations that CPAs face. Join us to participate in a thoughtful discussion about common scenarios that are relevant to you, and how to best address related issues. Technical & Compliance Stream Many companies are right in the middle of their audit procedures, and RSM Canada’s Technical Accounting Consulting professionals are here to take you through common audit requirements, pain points for finance teams, and the benefits of proper preparation. Get insight on how to avoid material adjustments and significant deficiency reports, while reducing the resulting resource constraints on your team. This session will feature new perspectives from the industry, including what your finance team can expect as you embark on your audit. Walk away with:
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12:30 PM - 01:30 PM | Networking Luncheon including optional Lunch & Learn |
01:30 PM - 02:30 PM | Breakout Sessions (Please select one)Technology & Innovation Stream Ethics Stream Professionals often confuse the social status of experts — recognition, social connections, impressive credentials — for the substantive quality of their input. In this session, Justin Leiby will discuss the over- and under- reliance of auditors and other professionals on third-party experts in areas such as valuation and technology. Walk away with:
Technical & Compliance Stream |
02:30 PM - 03:00 PM | Networking Coffee Break |
03:00 PM - 04:00 PM | Closing Keynote: Cultivating Ethics Culture at Your Organization Beyond Traditional Employee Training(EARN 1 HOUR OF ETHICS PD) In frank detail, Tom Hardin will share his story, and how as a young professional, he spiralled from unethical behaviour into illegal activity. He will also explore the psychological traps and pressures that allow individuals to rationalize their decisions as that line is being crossed. As he reflects on his experience, and on the past three years of speaking to over 250 organizations, Tom will share key indicators for identifying conduct risk in an organization and tips on how to cultivate a culture of ethics in a company — with examples of what to do and what not to do. You will learn:
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04:00 PM - 05:00 PM | Conference Closing Remarks, Q&A & Open Forum Discussion |