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Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.
CPA Canada and CPA Ontario
CPA Canada and CPA Ontario are proud to present this year’s ONE National Conference. Prominent, thought-provoking keynote addresses, prime networking opportunities and a great exhibition floor all come together for an unforgettable learning experience.
You will also be able to choose sessions from four interactive streams and earn additional CPD hours at pre and post-conference workshops.
Join us to celebrate Canada's 150th at The ONE 2017!
Held in Vancouver’s stunning convention centre, The ONE 2016 launched on a theme of leadership and change. For the first time, The ONE was held in Vancouver. The annual two-day conference was jointly presented by CPA Canada and CPABC. Close to 1,000 CPAs from Canada and abroad gathered from Sept. 19 to 20 to attend The ONE. Find out what last year's keynote speakers had to say and view the photo gallery.
Early bird rate:
Optional workshops available:
Pre-conference workshop (Sunday, September 17):
Concurrent post-conference workshops (Wednesday, September 20):
Participants must attend the 2017 conference in order to attend a workshop
Groups of 10 or more are eligible for a 10 per cent conference registration discount. Please contact our customer service team directly at firstname.lastname@example.org.
Please note that this discount cannot be combined with other offers.
A block of guestrooms has been reserved for the conference group at a discounted rate. Please see the ‘Frequently asked questions’ section for further information.
Additional options and pricing may be available. See pricing and registration for more details.
Registration and Continental breakfast - Exhibits open
Speaker: Justin Kingsley, Brand Expert & Entrepreneur, Creative Director, Montreal Canadiens
Networking break - Exhibits open
Synergology: Decoding non-verbal communication
Speaker: Christine Gagnon, President and Founder, Consultancy Firm Of Christine Gagnon Inc.
Speaker: Janice Stein, Munk School of Global Affairs, University of Toronto
A new NAFTA: What does it mean to your organization?
Speaker: Greg Kanargelidis, Partner, Blakes
The CFO as a trusted advisor
Speaker: Roger Ermuth, Assistant Comptroller General, Financial Management The skills required as a CFO in today’s economy are evolving. The CFO is no longer seen as a traditional accountant but a well-rounded individual with a varied business skillset. To be effective leaders, CFO’s are increasingly having to develop proficiencies and think critically beyond just accounting performance in areas such as strategy, risk, operations, IT and overall leadership skills to grow and sustain their organization. Today’s CFO is evolving into a trusted business advisor that must think holistically and understand how all aspect of a business work together cohesively to achieve desired outcomes for stakeholders. This session will provide two perspectives from both the public and private sector as to the central role each of these trusted advisors plays in their business and how you can foster a relationship with your senior team and develop the skills needed to become a go-to advisor.
Edge strategy: A new mindset for profitable growth
Speaker: Alan Lewis, Managing Director and Partner, L.E.K. ConsultingIn today’s volatile economic environment, filled with uncertainty and sudden change, the forces pushing you to stay focused on the core business are extremely powerful. Profiting from the core is crucial, but the danger is that over focus on the core can blind companies. Scanning the horizon for new markets and new products can also be tempting, but risky. Fixating too much on either strategy can cause you to miss the substantial opportunities for growth that are often hidden in plain sight, at the edge of the core business.The Edge Strategy framework challenges how the boundaries of your existing products and services map to your customers’ views of the world and then provides three new lenses through which you can see and leverage value.L.E.K. Consulting’s Alan Lewis will speak about his book Edge Strategy: A New Mindset for Profitable Growth, which he co-authored with fellow L.E.K. Managing Director Dan McKone. The session will focus on a disciplined, methodical approach to helping business leaders grow their business with less investment and less risk by focusing on the myriad opportunities that are often hiding in plain sight, at the edge of their core business. The authors researched nearly 600 companies worldwide across 60+ industry sectors and found that only about 10% of these companies are successful at exploiting profit opportunities at the edge of their business.
What’s new in income tax for 2017?
Speakers: Don Scott, Director of Tax Services, Tax Partner, Welch LLPLet’s take a look at the 2017 Federal Budget, current tax rates/integration, CRA technical interpretations and tax cases of interest. It will be a fast paced one hour, but one that you don’t want to miss! This is a comprehensive one hour excerpt from the full day CPA PD course – Income Tax Update 2017 – offered as part of the fall PD programs.
Speaker: Michael Rousseau, CFO of the Year, Air Canada
Networking lunch: Exhibits open
Gender diversity on boards
Speaker: Andrew MacDougall, Partner, Corporate, Osler, Hoskin & Harcourt LLP
Insights from the Ontario Securities Commission chief accountant
Speaker: Cameron McInnis, Chief Accountant, Ontario Securities Commission
The economics of opt-in: Financial opportunities in a regulated carbon market
Moderator: Mike Morrice, Founder, Sustainable Waterloo Region, Executive Director, Sustainability CoLabPanelists: Tom Darling, Manager, Climate Change and Sustainability Services, KPMG LLP; Douglas Sellars, Energy Manager, Arlanxeo Canada Inc.; Marcel Oestreich, Assistant Professor, Department of Economics, Brock University; Dale Beugin, Research Director, Ecofiscal CommissionThis session brings together a diversity of experiences & perspectives - from a market participant to a leading academic - on the opportunities and risks related to carbon markets in Canada, including Ontario’s cap & trade regulation.
Big data: Realizing benefits in the age of machine learning and artificial intelligence
Speaker: Maria Pollieri, Product Management Director, Oracle; Jane Skoblo, CFO Rogers Bank, VP Finance Emerging Business, Rogers CommunicationsThe emerging disruptive technology known as data science is causing companies to re-consider the way they do business and even revolutionizing some industries. The ability to mine today’s big data repositories to drive predictive value is a key strategic focus area for the financial professional. Big data discovery and visualization has matured; now it’s time to unlock value by empowering the business users. This session will focus on finding, exploring, transforming, correlating and sharing big data. The accounting profession is well positioned to enable their organizations/customers with deeper analytical perspectives across the enterprise by utilizing leading-edge technologies, such as machine learning and artificial intelligence.
Lessons learned on the M&A trail
Speakers: Steve Spooner, CFO; David Greenwood, VP M&A, Integration Management Office; Anthony Bellomo, VP Finance, Mitel Networks Corporation Mitel Networks Corporation is one of Canada’s largest publically traded technology companies, with revenue of approximately $1.3 Billion and approximately 3300 employees across the globe. Mitel has been an active acquirer in the tech industry, having been formed from the collective acquisition or disposition of over 18 companies. Mitel has also been active in the capital markets, to enable its acquisition strategy.Steve Spooner, Mitel CFO, along with two members of his Senior Finance organization will address a number of topics including M&A as a tool for corporate strategy, Capital Structure/Financing the Deal, Intelligent Due Diligence and many other lessons learned along the M&A Trail.
The perils of intercorporate dividends, recent changes
Speakers: Manu Kakkar, Founder and President, Manu Kakkar CPA Inc. and Nick Moraitis, Partner, FL Fuller Landau LLP In the past nary a thought was spared when paying a dividend from a wholly owned subsidiary to its parent. Now that simple act is fraught with tax uncertainty. New subsection 55(2) has introduced 2 new purpose tests, as well as curtailed the exceptions for related party dividends and safe income dividends. Through the use of examples, participants will be sensitized on identifying and dealing practically with intercorporate dividends paid for bonafide business reasons given the current uncertainty on the application of new subsection 55(2) to these transactions.
Networking break – Exhibits open
Resiliency: Building It in Ourselves and Our Teams
Speaker: Heather Maitland, Organizational Change Management Specialist, Enbridge Inc.
Private placements: Getting the financial reporting right
Speaker: Julia Suk, Partner, Audit, Deloitte LLP
The fraudster, fraud trends, and response: Are you protecting your organization?
Speaker: Kas Rehman, Partner, Forensic Services, KPMG LLPNews headlines report fraud and misconduct on a regular basis. Every organization faces the threat of fraud and misconduct, and such threats can expose organizations to significant reputational, financial, legal and regulatory damage. No industry is immune and as such, experienced business leaders in all industries need to ensure they have effective approaches to mitigating the risk of fraud and misconduct. In addition, when presented with allegations of fraud or misconduct, organizations need to know how to quickly respond, in order to minimize damage. This session will provide insights from KPMG’s “Global Profile of a Fraudster” survey. It will then discuss what organizations can do to help prevent fraud and misconduct from occurring in the first place and to detect it when it does occur. Finally, participants will learn best practices in responding to allegations of fraud and misconduct.
Beyond financial reporting: The evolving role of data to improve your bottom line
Speaker: Nate Payne, Global Analytics and Data Engineering Leader at Finning InternationalMany accountants remain stuck in their old-world of analytics with a concentration on typical financial analysis techniques. Unfortunately, the role of the financial professional is changing, and new departments are emerging to fill in a void caused by the big data world & rapidly changing technology landscape. To succeed and win, many businesses need to incorporate better predictive models to maximize response rates and minimize costs (budget optimization) and work with other departments like business analytics as profit improvement partners. Additionally, businesses must also bring together finance, analytics tools, and new technology to mobilize insights and deliver value for their organizations in a way that has not existed before at speed and scale. Accountants and financial leaders have a pivotal role to play here. During this session, the discussion will focus on understanding how accountants and business professionals can act more as strategic partners to turn insights into profit and keep up with the ever evolving world of analytics! The session will also discuss how accountants and finance leaders can move beyond financial reporting, evolving and mobilizing both financial and operational data together to improve your organization’s bottom line and create competitive advantage.
Innovating to survive and thrive in the age of disruption
Speaker: Daniel Marquez, Strategy Executive and Innovation Fellow, AccentureIn today's disruptive environment, "Business as Usual" is a thing of the past. In its place, powerful technologies and new ways of working are propelling digital-native companies to meteoric levels of success. At the same time, historically prominent organizations are struggling to translate their assets, brand, and market position into a formula for continued viability. Tomorrow's businesses must embrace this future by focusing their resources on putting innovation first, revitalizing their corporate culture, and prioritizing opportunities to create their own game changing disruptions. This session will identify the factors that make an organization susceptible to disruption, and explore the path forward to shift towards an innovation-first mentality.
Tax Consequences of Shareholders’ Agreements
Speaker: Joan Jung, Partner, Tax Group, Minden Gross LLPA shareholders’ agreement is important to regulate affairs and expectations among shareholders – whether they are arm’s length or family. This session will address tax implications arising from a private corporation shareholders’ agreement. Terms of the agreement can affect control as that applies for purposes of the Income Tax Act (Canada). In turn, this could have ramifications ranging from CCPC status to what is colloquially known as acquisition of control. The shareholders’ agreement could also come into play in respect of the “new” factual control test announced in the 2017 Federal Budget. The tax consequences of exit provisions (e.g., shotgun buy-sell) and the unexpected characterization of “garden variety” common shares as “taxable preferred shares” will be discussed.
Speaker: Sheila Watt Cloutier, Nobel Peace Prize Nominee, Environmental, Cultural and Human Rights Advocate
Networking reception – Exhibits open
Early bird sessions (up to three sessions, presented by sponsors)
Continental breakfast - Exhibits open
Keeping Canada and your organization safe from cyber threats
Speaker: Scott Jones, Deputy Chief IT Security, Communications Security Establishment Canada
IFRS 16 Leases: Most leases will be coming on the balance sheet! An overview of the new standard and the most important implementation strategies to start now
Speaker: Martin Roy, Partner, Audit Advisory Services, Deloitte LLPThe 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, lending agreements and financial statement disclosures.
AI & the evolution of the audit
Speakers: Kevin Kolliniatis, Partner, Audit, KPMG, Michael Paterson, Partner, PwC
Building resilience: Managing social, economic, environmental risk and opportunities
Panelist to date: Pamela Steer, CFO, WSIBRisks and opportunities faced by business are rapidly changing; increasing frequency of extreme weather events associated with climate change are disrupting businesses, changing political landscapes are causing confusion and social issues are top of mind for the public and consumers in the businesses they support. How can businesses come up with a new approach to these risks and adapt to a changing world? A resilient business will change the way they think about sustainability and risk as an area that has tangible effects on your bottom line. This session will cover the impact these risks will increasingly have on your business and how businesses can change their thinking to anticipate risks that are difficult to plan for to become a resilient and sustainable organization.
Customer acquisition: Costing in a digital age
Speaker: Rob Commons, Area Vice President, Marketing Cloud AdobeMore and more marketing money is being spent online; digital acquisition and general advertising. As Accountants, we need to be sure that we’re best capturing the most accurate All-In costs associated with that customer acquisition. With better tracking tools out there today, we can build much more informed costing models for customer acquisition.
Death of the small business deduction?
Speaker: Kim Moody, Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLPThis fast-paced session will give the practitioner an overall review of the 2016 federal Budget proposals (since passed into law) that dramatically impact the utilization of the small business deduction for many CCPCs. The session will review many common scenarios where practitioners who advise CCPCs will be impacted. Kim will also bring practitioners up to speed on the Joint Committee on Taxation’s involvement with such rules. The practitioner will quickly realize how difficult such rules are and further realize the difficulty that taxpayers face in complying with such complexity. What should practitioners do? With such complexity, should the small business deduction simply be scrapped and replaced?
The anticipatory CPA: How to get ahead and stay ahead
Speaker: Tom Hood, Chief Executive Officer, Business Learning Institute
Great expectations: Adopting and adapting to changing accounting standards under IFRS
Moderator: Lucy Durocher, Partner, National Accounting Consulting Services, PwC LLPPanelists: Paul Feetham, Partner, Accounting Advisory Services, PwC LLP; Claude Boulos, Vice President & Senior Portfolio Manager, Canadian Equity Opportunities, Fiera Capital; Taso Georgopoulos, Investment Analyst, Veritas Investment Research
Accounting Standards Update
Speaker: Linda Mezon, Chair, Accounting Standards BoardThis session will provide an overview of the current priorities and activities of the Canadian Accounting Standards Board. Regardless of which part of theCPA 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.
Financial Planning in a Digital World
Speakers: Grant Abrams, Partner, Finance and Performance Management Services, Deloitte LLP; Jason Schwieg, Deloitte LLPLeading Finance organizations are leveraging digital technologies to reduce the administrative burden of financial planning, create an insight-driven process, and completely change the ‘customer’ experience. Next generation technologies can help organizations target investments that will generate the most value for the business and create plans that are optimized to deliver against the strategy. This session will explore best practices through real examples where investment planning has been transformed to become a critical process supporting organizational strategy and has changed the conversation at the leadership table.
Optimizing your workforce: Effective labour planning
Speaker: Rob Torok, Co-Founder & Partner, BetterVuAre your planning efforts focused on the right things? Labour represents or drives over 75% of costs for most services organizations and can have the largest impact on the ability to meet organizational goals. Planning for labour - the right level of headcount by role, at the right time and place - is a critical capability for effective performance management. In this session, you will learn how innovative organizations across a range of industries are dynamically planning for labour across a variety of staffing types: retail and customer service, call centres, and operations, with the goal of optimizing costs while meeting customer expectations and service level commitments, under multiple planning scenarios.
Doing business In the US
Speaker: Martha Skeggs, Martha R Skeggs Professional CorporationThe landscape continues to evolve and there is a definite border between Canada and the US. This session will shed light on some tips to consider and traps you might face when doing business in the US, with a focus on taxation. What do you need to think about, whether you are dealing with US customers, travelling to the US, or expanding into the the US?
Networking lunch – Exhibits open
Leading in Fraudulent times – protecting you and your organization
Speaker: Corey Bloom, Partner, MNP LLP
Hot topics in financial reporting
Speakers to date: Lara Iob, Partner, EY
Moderator: Ben Gibbons, Partner, Deal Advisory, Collins Barrow
Supply Chain as a Strategic Business Unit
Speaker: Tim Herrod, Vice President, Procurement, PotashCorp
Fireside chat: Issues facing today’s CFO
Moderator: Edward Lane, Special Advisor ADM (Fin) Contractor, Department of National DefencePanelists: Benita Warmbold, Senior Managing Director & Chief Financial Officer, CPP Investment Board; Fred Burke, CFO, Hamilton Specialty Bar (2007), Inc.; Pauline Port, Vice-President, Corporate Services, Chief Financial Officer, Canadian Blood Services What is keeping you up at night? From navigating sustainability issues in political, economic and environmental avenues where the public is more aware and holding business accountable, to keeping up with technology and innovation, today’s CFO is faced with navigating a dynamic and ever changing environment. This session features prominent CFO’s that will speak to some of the key issues facing today’s financial leaders and provide insight on how to navigate these issues. This session will also highlight emerging trends to watch out for in the finance function.
Using new tools to make life easier: Artificial intelligence and the future of tax
Speaker: Benjamin Alarie, CEO, Blue J Legal, Professor and Osler Chair, Business Law, University of TorontoTax research is always evolving. The past twenty years has seen its an evolution from a world of paper-based tax research (the “analog” method) to online tax research (the “digital” method). The next evolution of tax research is to move from digital research to computational tax research. In this session, Professor Alarie introduces computational tax research and demonstrates its practical application for the resolution of difficult tax problems (e.g., income vs. capital, employee vs. independent contractor, carrying on business, penalties, etc).
After the Data Breach - A Plan for CFO's
Choose one of the following:
Creating an Innovative Mindset in Your Organization
Workshop Leader: Cam Scholey, Best in SchoDevelopment and implementation of new ideas is something that high performing companies are continuously concerning themselves with. Whether we are talking about products and services for customers, or internal processes, learning and growing as a company is necessary for powerful performance. Innovation does not need to rely on genius or intuition; simply by developing and nurturing creative thinking, ideas that lead to superior performance can be unlocked and promoted. Those who continue to innovate will realize success – this is the innovative mindset. Those who do not should content themselves with mediocrity.The workshop is aimed at those organizations that wish to tap into its creative minds (every organization possesses them) and become a leader in innovation. It includes a hands-on application of an innovation methodology (with all participants involved) to demonstrate how the great idea potential of employees can be unlocked.Learning Objectives:• learn a step-by-step innovation methodology, a simple yet powerful tool that can be adapted to any business setting• apply the approach to an internal (operational) performance improvement setting• apply the approach to an external (product-market) opportunity• build engagement and collaboration around problem solving• harness the power of the organization’s human capital
Top 10 HST Issues That Practitioners Will See in 2017
Workshop Leader: Garth Steele, Partner, Welch LLPGST/HST and Provincial Sales Taxes are easy enough to apply to routine, recurring transactions. If you are a non-tax specialist, it gets tricky to provide sales tax advice for one-off transactions. This session will highlight 10 of the top non-recurring issues for your clients that have significant GST/HST and PST implications including: • Real Estate – self assessment of HST on residential rental properties• Real Estate – sale of land by individuals – exempt of HST?• Elections for NIL Consideration between related parties – when and how to make the election• Selling to non-residents of Canada – do I charge HST?• Registration requirements for non-residents of Canada – minimizing non-recoverable HST on expenditures• Correcting mistakes with CRA – the voluntary disclosure process• When to register for PST in other provinces• Sale of a business – When GST/HST and PST apply• Corporate reorgs and HST implications• Charities and NPO’s – common mistakes
Data Analytics: The Three Most Powerful and Least Understood Tools in Excel
The purpose of this workshop is to help participants understand the power of excel and learn to utilize some of its most useful and powerful tools. This will be a practical workshop where you will have an opportunity to practice the excel tools presented to you. By attending the workshop, you will:• Be Data Smart by using MS Excel to transform data into insight• Learn everything about spreadsheets you were afraid to ask • Be the MS Excel Superhero of your teamSpecific topics covered - Pivot Tables, PowerPivot, Vfuzzy lookup – cool add ons, i.e. Power BI
Getting the Board’s Buy-In: How to Convey Your Message and Prepare Yourself for the Inevitable Challenges of the Q&A
Become a CPA Brand Ambassador and Help Build the Value of Your Profession
Not: This workshop is free but does not qualify for CPD hoursWorkshop Leader: Heather Whyte, CPA CanadaThe Canadian CPA is the only Chartered ‘Professional’ Accountant designation in the world. It leverages the esteem and value of the globally respected Canadian accounting profession that sets it apart in the world of business and accounting. We are looking for members who connect with the profession – feel pride, live the brand, and want to engage their energy and minds in a movement to enhance economic and social wellbeing as part of the CPA Canada volunteer network.This is where you come in. Your unique experience, perspective and expertise would add a great deal. Come and join us in this interactive workshop, it promises to be an incredibly stimulating and engaging morning of exploration, discussion and collaboration and will provide you with the tools to define your own CPA story to share and help build recognition of the value of the Canadian CPA profession.
55 Colonel By Drive, Ottawa, ON K1N 9J2
t.:613-563-1984 or 1-800-450-0077
Ottawa - Fairmont Chateau Laurier1 Rideau Street, Ottawa, ON K1N 8S7
Hotel reservations are the responsibility of the participant. CPA Canada has arranged for special conference rates at the following hotels. Contact the hotel directly and identify yourself as a participant of The ONE national conference 2017 to qualify for the special rates.
The Westin Ottawa:
Andaz Ottawa ByWard Market (Hyatt):
Rates are available three days prior and three days post-conference, subject to availability.
CPA Canada Professional Learning and Development Customer Service
Alexandra Garant, contact for Sponsor & Exhibitor Opportunities
Join our financial literacy volunteer program for CPA members.
Entering CPA Canada’s Awards of Excellence in Corporate Reporting is simple. Submit your 2016 corporate reporting materials online.
September 18, 2017