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Registration sponsored by Wolters Kluwer Tax & AccountingBreakfast Sponsored by Strategic Alliance CPA Consultants, Inc.Delegate Kits sponsored by BFL Canada Insurance Services
This session addresses CPA Canada's award-winning financial literacy public service program for Canadians of all ages and income levels. There are 34 different topics covering key audiences, such as youth, seniors, new Canadians, small businesses and more.This unique program gives professional accountant volunteers the opportunity to share their knowledge and expertise to help Canadians improve their money management skills. Learn how you can get involved and join our network of over 11,000 CPAs as they engage community organizations, schools, businesses and not-for-profits to deliver practical and objective financial education to those who need it most.All attendees will receive a free copy of the best seller, The Procrastinator's Guide to Retirement which has been on the Globe and Mail's best seller list for the last five months.
Cairine Wilson, MBA, C.A.E.
Featuring a traditional welcome by Elder Margaret George from Tsleil-Waututh First Nation
Hear Tommy share stories and leadership lessons of heart-led leaders that inspire audiences to live and lead differently, along with business case studies to prove that living and leading from the heart will change your organization, your career and your life.
Tommy Spaulding, BA, MBA
Sponsored by Desjardins
The key to defining and implementing strategies in complex and modern organizations is influence, not authority. The focus needs to be on demonstrating personal leadership and getting results by building relationships and using influence skills rather than relying on positional power. The evolution of management structures, a more collaborative working environment andcross-functional project teams means it is essential to get things done through a greater number of people, both inside and outside the organization. This practical and dynamic session will demystify what influential leadership is and highlight recent research on the most effective practices related to influential leadership in the workplace.
This session will provide an overview of the current priorities and activities of the Canadian Accounting Standards Board. Regardless of which part of the CPA Canada Handbook - Accounting you apply, you will be reminded of completed standards soon taking effect, and early-stage projects in which you may choose to become involved.
Linda Mezon, FCPA, FCA, CPA (MI)
Strategy is about ensuring that long-term competitive success and innovation is the cornerstone of a sound strategy. Yet many companies often focus more on incremental innovations that build on past success rather than exploring new possibilities for value creation to drive future business growth. This presentation explains how design thinking methods can help overcome this tendency, including examples of what can be accomplished.
Deciding to take a business from being a privately held enterprise to a publicly held organization is a big decision. Many factors will influence the share value that a private enterprise can command as it makes its transition into the public sphere.This session offers insights on when to tap the public markets, how to create a winning IPO team, what it takes to craft a clear and compelling investment story, how to prepare for a successful road show and much more. It is a must for anyone considering going public.
Kathy Butler, MBA
This session will provide a review of the 2016 budget changes and how they may impact Canadian businesses and individuals. The worldwide economic downturn has had a profound effect on what Canada is able to do for economic stimulus by way of income tax changes. This session will focus on how tax changes may affect the planning that many Canadian business leaders have to undertake on an annual and long-term basis.
Tim Duholke, LLP
Sponsored by Versapay
Game theory is a set of well-defined mathematical scenarios that encompasses a set of players (individuals or firms), the strategies available to those players and a payoff specification for each combination of strategies. When applied, game theory is a powerful tool for dramatically improving high risk/high reward decisions and behaviours such as auctions, bargaining activities and product decisions.This session will provide an overview of the basics of game theory, how it is being applied to various business scenarios and how it can easily be adopted to support your day-to-day decision-making.
This session will address current financial reporting issues from the regulatory perspective, including findings from reviews of companies' financial statements, policy initiatives and other issues impacting the Canadian regulatory reporting environment.
Carla-Marie Hait, CPA, CA
Standards setters, regulators and professional bodies have given significant attention to the need to provide useful information that is understandable in the arena for public enterprises; the discussion is not as prevalent for private enterprises. Producing financial statements that are not overly complex and provide a level of general understandability, while meeting standards for private enterprises, cannot be done through the use of template notes and disclosure checklists.Boilerplate solutions for specific situations that have substantially different impacts on various entities need to be reconsidered. This session will look at a few areas where disclosures can be improved to provide understandable information in a move away from clutter and towards clarity.
This session will feature an interactive polling of attendees to benchmark security incident readiness and highlight emerging best practices for security breach response. Adam will moderate the discussion, drawing on his experience from handling dozens of security incidents, including some of the largest security breaches to date.
In a world where effective decision-making increasingly relies on credible cost data, life cycle costing provides decision makers with the total cost of ownership over the life of an asset. Also known as cradle-to-grave costs, life cycle costing provides financial information for effective planning, option appraisal and affordability assessment.This subject will be brought to life with case studies such as theU.K. government's multibillion-dollar maritime acquisition programs for submarines and warships - some of the most complex, challenging and politically sensitive projects in recent years.
Grant Abrams, CPA, CA
As a business leader, you are required to address many different aspects of your organization from finance to HR and legal. This session will help you navigate the complexities of your business by understanding where and when you need toengage with a tax professional.
What does the millennial generation want in their careers and workplaces? What motivates and inspires them, and what turns them off? Although generational attitudes to work are surprisingly similar, the millennial generation's approach to work and how they get things done does sometimes differ from that of other generations.This diverse panel of present and future CPAs from the millennial generation will discuss careers, professional development, values-centred work, work-life balance and other factors that are important to them. The panel will be led by moderator Rob Prowse, Professor of Organizational Behaviour from the Sauder School of Business at UBC. Come and learn how workplaces and organizations can adapt to attract, develop and retain millennial talent.Moderator: Rob Prowse, Sauder School of Business, Universityof British ColumbiaPanelists: Henry Tso, Aboriginal Tourism Association of British Columbia; Erfan Kazemi, Sandstorm Gold Ltd.; Selena Nisbet, Galloway Botteselle & Company; Sharon Perry, Sharon Perry Inc.
The new lease standard will likely impact most Canadian companies who lease assets under operating leases. In a significant shift from prior accounting, almost all obligations under operating leases (with very few exceptions) will be recognized on the balance sheet as financial liabilities, with a corresponding "right to use" asset being recognized. This session will provide an overview of the standard and explain what implementation strategies should be undertaken prior to the mandatory implementation date of January 1, 2019. Learn what information you will need to record the liability, understand the ongoing accounting requirements and assess the potential impact on financial covenants, lendingagreements and financial statement disclosures.
The simple rule of Vancouver weather is: if you don't like it, wait an hour. A day will start with clear skies and sunshine and end with solid clouds and heavy rain. Just as the weather can be unpredictable, users should approach cloud computing with caution. Cloud computing presents many real benefits, but there are also risks and dangers to guard against.This session will start with simple steps that everyone can take to guard against risks, such as how to protect documents, and will dive deeper into the latest best practices and solutions to protect you against the storms that live in the cloud.
Most risks facing businesses are known risks, and strong businesses have plans in place to minimize them. But what happens when you are faced with a "black swan" - an event that comes out of nowhere and puts your business at risk? This panel discussion features three business leaders who have successfully managed unforeseen risks that range from political uprisings and hostile takeover attempts to legislative changes with severe budget and management implications.Moderator: Karen A. Horcher, Hedge Rho Management Inc.Panelists: Gordon Howie, Coast Wholesale Appliances: Bryan Disher, PwC Canada; Cathy McLay, TransLink
Gordon Howie, CPA, CA
Cathy McLay, CPA, CMA
Karen Horcher, CFA, CPA, CGA
Through a case study, David and Douglas will outline the timing, process, negotiation dynamics and common pitfalls to avoid when selling a company. They will also discuss valuation and how to prepare your company for a sale. Learn to see your company through the eyes of a professional buyer and the reality checks about what it really takes to sell your company and get the return you hoped for.
David Lam, CPA, CA
The session will focus on income tax issues to consider for transactions between members of a related group. Topics include recent changes to section 55 rules on inter-corporate dividends, the payment of inter-corporate fees, loss consolidation planning and the sharing of the small business deduction between corporations within a related group.
Lee-Lynn Gan, CPA, CA
There is no simple definition of the role of the CFO. The role evolves and transitions alongside the evolution of the organization. Join Gord Nelson as he describes the evolution of his role from periods of distress including being acquired by a U.S. company and a bankruptcy filing to the successes ofCineplex Inc. todaySponsored by Powerplan, Inc.
Gord Nelson, MBA, CPA, CA
You won’t want to miss the “Best of BC” networking reception where you can discover the simple beauty of BC forests, the magic of the Mountains behind us, the heritage of land along with enjoying the bounty of BC fare, sampling BC wines, craft beers and spirits. Plan to stay and connect with other CPAs and professionals from across Canada. This reception provides a great chance to connect with both new and familiar faces, and visit over 50 exhibitor booths.Sponsored by Robert Half
Sponsored by TD Insurance
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Sponsored by: ADP CanadaThe demographics don’t lie: Canada’s labour market is getting tighter and 65% of companies are reporting significant challenges in finding and keeping top talent –66% say it’s hurting their business. At the same time, employers are under intense pressure to drive greater productivity with existing headcount. Once considered “warm and fuzzy”, employer brands are becoming a key tool for standing out in a competitive hiring environment, and are proving to be an important part of reducing turnover, improving engagement and building collaborative teams.Drawing on research and real-world case studies, this session reviews the business case for investing in culture, leadership and opportunity – the key components of an employer brand – and how best-in-class organizations are using these tools to drive performance. Attendees will learn:• The three elements of a great employer brand• Key trends labour market trends• The evolving nature of work• Why Canadian businesses need to pay attention to productivity• How leading employers such as Indigo Books and 1-800 GOT-JUNK build and maintain a great employer brand• How employer brands affect performance• Key employer brand metrics
Sponsored by IntuitWhat you need to know before you hang your shingleSession Title TBAWhether you’re thinking of branching out on your own or whether you’re already in practice, join Intuit’s Firm of the Future runner-up Bob Wang of Legacy Advantage, as he shares with you the top five lessons he’s learned in his journey towards becoming one of the fastest-growing firms in the industry
Bob Wang, CPA, CA
Sponsored by Sage Software Inc
Join Duncan as he takes a look at current trends for laptops and millennials, ecommerce, the digital wallet, cognitive technologies and virtual reality for both consumers and enterprises. He'll also offer some sneak peeks at 2017 topics, including big shifts in the tablet market, blockchain and self-driving cars.
Duncan Stewart, CFA
Sponsored by Telpay Inc.
When determining the ethical culture of an organization, many experts agree that "tone at the top" is a keystone. However, it is the "tone at the middle" that is of critical importance. Executive teams will ensure there are codes of conduct and ethics along with other relevant policies such as handling conflicts of interest.However, these documents alone are not indicative of an ethical culture, as the Enron experience has shown — it is how those documents are regarded and treated that is truly indicative of the ethical culture that exists in organizations. And getting buy-in from the front line managers is key to the overall success. This session will examine the components of an ethical culture, and the tools and techniques needed to maintain it.*Note: This workshop contains 1 hour of business ethics content.
Scott Powell, BA, M.Phil., CPA, CA
The IASB's new standard Revenue from Contracts with Customers (IFRS 15), has a mandatory adoption date of January 1, 2018. Start your analysis now to be in the best position to assess the impact of the standard on your organization. Determine if any changes may be required to your revenue arrangements so you can make those changes now to lessen the impact on transition. Understand additional information you will need to track and monitor for disclosure purposes. Learn about what contract features are most significantly impacted, what implementation work you should be doing now and how to stay current as new interpretations and guidance are issued.
Maryse Vendette, CPA, CA
The ability to execute a successful initial public offering (IPO) or reverse takeover involves careful planning and flawless execution. Too often, finance professionals do not come to the table well-equipped to successfully execute IPOs and avoid common pitfalls. This session will explore best practices, including developing flexible project plans and managing change, proven governance tools, and frameworks to address complex accounting transactions. You will be provided with several toolkits that equip you to better plan and execute IPOs and reverse takeovers in a seamless fashion.
Organizations are faced with many challenges when it is time to understand and to adopt a new strategy. Having a shared way to talk about the business and a common understanding of how business works will facilitate the discussion. The Business Model Generation methodology and the Business Model Canvas have been adopted by business schools, private corporations, not-for-profit organizations and professional associations. In this session, Michael Lachapelle will guide you through the Business Model Canvas with insights and examples from real-world cases.
As financial leaders, we need to get people invested in our organization's agreed financial goals. Communication and education become key parts of our remit.Drawing on research with a system called Color Accounting, this dynamic session will explore the surprising reasons why some "non-financial people" don't grasp accounting. You'll hear thought-provoking insights into the structure, language and mechanics of accounting — insights that are key to unlocking the subject for the many who need to understand it better.You'll leave this stimulating session with the tools you need to get your message across more effectively. This will give your organization access to greater engagement, alignment and performance.
In this electronic age, online services are increasingly replacing traditional communication and service delivery channels. This session will review some recent and upcoming CRA initiatives in electronic services for businesses, including changes in the process for authorizing representatives and registration for Business Numbers. Participants wanting to plan how best to incorporate these new and updated services into their own systems will find value in this summary of "coming attractions" in electronic services for businesses.
Hugh Neilson, FCA, TEP
Are people in your organization truly accountable for results? To improve performance in today's increasingly challenging business arena, leaders must foster a culture of "accountability by choice." Such a culture enables people to take initiative, innovate and make smart business decisions.As a CPA, you already know a lot about accountability - you create structure with clear lines of reporting, your roles are well defined and core values and business objectives are aligned. Yet despite these critical building blocks, true accountability may not be reached. The key is to address the underlying foundation that unlocks accountability.In this session, you will learn how to get people to take ownership of their responsibilities and show more initiative by:• releasing the power of strengths for both individuals and teams• understanding what motives drive accountability behaviours• learning how to develop accountability skills
Do you have receivables? Investments in debt or equity instruments? Outstanding debt? Have you ever considered hedging? If you answered yes to any of these questions, you are going to have to think about IFRS 9. What impact will the new rules on classification and measurement, impairment, hedging and credit risk have on your processes, as well as your financial statements? This seminar will help you answer these questions so you can properly prepare for the implementation of IFRS 9 with the fewest headaches possible.
Recent fluctuations in the Canadian dollar have created risks and opportunities for many Canadian companies with international operations. Learn how to identify the sources of foreign currency risk in your company and anticipate how this risk may impact your operations. Learn about common strategies to manage these risks and also understand the primary accounting, disclosure and taxation requirements for foreign currency risk. This session will also address common treasury and risk management techniques to manage foreign currency risk.Allan Russell and Patrick Cavanagh, Ernst and Young LLP
You are your greatest asset. So what happens if someone steals your identity for their own benefit, depreciates your value and leaves you with liabilities and zero balance in your bank account?You may not notice it immediately but a few months down the road you might start seeing some signals that point to identity theft. The risk of ID theft and fraud is real, but the methods of fully protecting yourself can be mysterious when technology is constantly evolving and connecting the world. We will dive deep and discuss common technology scams, how to identify them and how to prevent new ones from turning you into a victim.
Many of the transactional functions financial professionals have traditionally performed are becoming automated, and this shift in the federal government is also ongoing. These changes are creating an opportunity for the financial community to evolve and focus on its value proposition, which is the analysis of information that supports decision-making. Developing better analytical and communication skills are critical to the health of our organizations, including mining information for lagging performance indicators and predictive modelling. This session will focus on the Office of the Comptroller General's work to modernize the back office and what the broader implications are for finance professionals as well.
Human capital is key to any business, but it's also an area of tax exposure for employers. This session will walk participants through the necessary steps to ensure that employees are properly characterized for tax purposes and consider the tax treatment of salaries, reimbursements, allowances and taxable benefits. More complex approaches to compensation, including share plans and stock options, will also be considered.
Sponsored by Personal Strengths Canada Inc.
This session provides insights about how our brains react to change. It will highlight the key elements that should be part of every change management process, focusing on the decision-making process and when leaders should use consensus-building and when they shouldn't.
Jennifer Gervès-Keen, MA, PCC
Professional skepticism is a foundational skill for finance professionals, auditors and audit committee members. It is defined as an attitude that includes a questioning mind, being alert to conditions which may indicate possible misstatement due to error or fraud, and a critical assessment of evidence.Learn about techniques to exercise skepticism, understand how common fraud schemes can be uncovered by asking the right questions and hear about current developments in the regulatory environment around skepticism.Moderator: Karen Higgins, Deloitte LLPPanelists: Julie Corden, Deloitte LLP; Richard Orazietti, GoldCorp Inc,; Trent Klein, TELUS Corp
The proposed Canadian Audit Standards (CAS) 700, Forming an Opinion and Reporting on Financial Statements, and CAS 720, Other Information, have been delayed from the schedule being followed by the IAASB pending confirmation of the direction the PCAOB will take with their standards. These standards address the demand for auditors to expand on the traditional pass-fail reporting model and provide additional insight into the audit and its results and challenges.In this session, the panel will discuss what is necessary for a successful implementation in Canada and what entities will be affected by the more controversial sections, key audit matters and other information sections released after the audit report date, along with a current update on the latest timing and implementation guidance.Moderator: Anna Moreton, Wolrige Mahon Chartered Professional AccountantsPanelists to date: Carla-Marie Hait, British Columbia SecuritiesCommission; Sarah Boon, Methanex Corporation; Kam Grewal, Ernst and Young LLP
Carla-Marie Hait, CPA, CA
Many great CFOs have become very successful CEOs. In this session, Vijay will cover specific aspects of the CEO role that go beyond the traditional CFO role and how CFOs who are interested in such a transition can prepare themselves to get and then succeed in the CEO role. This session covers a range of topics (with specifics) that confront CEOs and what lessons these topics can impart, including the required DNA a CFO must possess to become a successful CEO. Participants will leave with practical takeaways and implementable ideas. For those who are serious about the CFO-CEO transition, it offers a glimpse of what may be in store for this new phase in their career.
Dr. Vijay Jog
The amount of data in our world is exploding. Companies capture trillions of bytes of information about their customers, suppliers and operations, and millions of networked sensors are being embedded in the physical world with devices such as mobile phones, wearables and automobiles, sensing, creating, and communicating data.Because of Big Data, we can measure and therefore manage more precisely than ever before. We can make better predictions and smarter decisions. We can target more-effective interventions, and can do so in areas that are typically dominated by gut and intuition rather than by data and rigour. As the tools and philosophies of big data spread, they will change long-standing ideas about the value of experience, the nature of expertise and the practice of management. But as with any other major change in business, the challenges of becoming a Big Data-enabled organization can be enormous.This session will discuss the following topics:• what is Big Data?• the language of Big Data• agile analytics + Big Data = big decisions?• lessons learned in Big Data
This session provides an update on developments in selected income tax issues of note to practitioners and their clients in the real estate sector, including with respect to holding, improving and selling real estate investments.
The Internet used to be a Wild West where corporations, well-funded startups and amateurs competed for user attention. The amateurs often won, with the Internet giving ordinary people access to the means of production — a billion blogs, self-hosted sites and proto-social networking sites were born! Today, though, the Internet has matured. It is increasingly corporatized and commercialized, and ordinary people’s open participation has declined. We now participate in more narrow and simple ways than we used to, such as “liking” something on Facebook or republishing other people’s posts on Tumblr. Join Sue Gardner as she looks at the future of the Internet and examines the implications for democracy, journalism, education, free speech, creativity, openness and much more. Bringing extraordinary insight to the Internet’s growth so far, Gardner paints a realistic (and hopeful) picture of the ways we can still positively shape the greatest communications phenomenon we’ve ever known.
Sue Gardner, BAA
This interactive workshop will help you work through a change management process directly related to your organization. It will also help you develop insights into the key decision-making and leadership elements of the process.Through peer interactions, discussions and activities, this workshop will highlight how individuals, including leaders, react to and deal with change, why and how different people have different reactions to change and how leaders can move their team through the process more successfully. We will also discuss the emotions behind change, the transition process and how to effectively deal with resistance to change.Workshop Leader: Jennifer Gervès-Keen , JGK Consulting
A detailed overview of the two most common ways to go public in Canada: initial public offerings (IPO) and reverse takeovers (RTO). Each route follows a unique regulatory framework and associated reporting obligations. Participants will go through both the IPO and RTO processes from inception to completion and address the more significant considerations that reporting issuers need to keep in mind, with an emphasis on financial reporting matters.This workshop will feature presentations and interactive sessions from senior accounting practitioners, securities lawyers and representatives from the Toronto Stock Exchange who will each provide their valuable perspective and professional insight.Workshop Leaders: Lawrence E. Davis, Syncordia Technologies and Healthcare Solutions Corp.; Denise C. Nawata and Ronald G. Murray , Farris, Vaughan, Wills & Murphy LLP; Matthew Gosden , Dale Matheson Carr-Hilton Labonte LLP; Andrew Creech and Brett Theunissen, Toronto Stock Exchange; Michael Moretto , BC Securities Commission
Andrew Creech, CPA, CA
The demand for improved organizational performance along with more accountability has led to increased expectations for the management of performance. and diverse views of what constitutes Performance Management. This session, based on research conducted by the Consortium for Advanced Management — International (CAM-I) discusses a Performance Management framework applicable to both private and public sector organizations. It will explain the core components of the framework and walk participants through the eight step approach to implementing this framework in their organizations.Workshop Leader: Derek Sandison , DECIMAL
This hands-on workshop will consider some of the real-life ethical dilemmas that tax matters can present. Using case studies, theory and the wisdom of practitioners, CPAs in both practice and industry whose jobs include tax will leave with a practical approach to identifying and resolving ethical issues.*Note: This workshop contains 3 hours of business ethics content.Workshop Leaders: Karen Wensley , University of Waterloo and Hugh Neilson , Kingston Ross Pasnak LLP and Video Tax News
Hugh Neilson, FCA, TEP
The Canadian CPA brand is distinct from any other CPA brand worldwide. The CPA brand promise is instilled in Canada’s CPAs through the rigour and breadth of the CPA certification program, incorporating business, finance, strategic and management skills into a designation that members hold as a badge of distinction. The Canadian CPA also reflects the convergence of shared Canadian values, diverse business skills and exceptional talent.Workshop Leader: Heather Whyte, CPA CanadaNOTE: This workshop is repeated in the afternoon at 1 p.m. – 4 p.m.
Join our financial literacy volunteer program for CPA members.
January 9, 2017
Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.
March 1, 2017
Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.