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Held in Ottawa, the fourth annual The ONE National Conference 2017 was a resounding success.
CPA Canada and CPA Ontario
Held in Ottawa, the fourth annual The ONE National Conference 2017 was a resounding success. The conference brought together more than 1,500 CPAs and other business professionals from across Canada for two days of discussion on critical issues in business and accounting.
Presented jointly by CPA Canada and CPA Ontario, the September 18 to 19 event was split into four streams, including financial reporting, management accounting, tax and leadership. Conference attendees took their pick of 50 sessions and gathered for networking breaks and engaging keynotes.
Next year’s The ONE will be held in Halifax from October 1-2, 2018. We look forward to seeing you then!
The ONE National Conference is now seeking session proposals for presentations, panel sessions and workshops for next year in Halifax from October 1-2, 2018.
Submission requirements and details on how to apply are now available. Submission deadline is January 5, 2018
Optional Early Bird Session: Improve financial literacy in your community - Room 214
Speaker: Doretta Thompson, Director, Corporate Citizenship, CPA CanadaThis year, CPA Canada’s financial literacy volunteers will help more than 50,000 Canadians all across the country improve their money management skills. We partner with business and community groups to provide children, adults, small business owners, new Canadians, people struggling with debt and job loss, and many others with straightforward, objective, plain language lessons that address their immediate concerns.You can be part of our internationally award winning program.Learn how CPA Canada can help you in making a difference in your community. We provide:• hands-on training• more than 35 proven programs, designed to be delivered in one hour, complete with presentation slides and speakers notes, on a wide range of topics• online opportunity match service connecting you with community groups and employers looking for speakers and sessions• web-based downloadable tools and ebooksJoin us to learn more about how you can share your knowledge and expertise as a CPA to enhance financial literacy in your community.
Registration and Continental breakfast
Registration sponsored by: Beanworks
Welcome remarks - Canada Hall 1
Speakers: Joy Thomas, President and CEO, CPA Canada and Johanne Charbonneau, Corporate Director, Ottawa, Chair, CPA Ontario
Keynote address: A beautiful crisis - Canada Hall 1
Speaker: Justin Kingsley, Brand Expert & Entrepreneur, Creative Director, Montreal CanadiensThis world of ours is in constant change. Every single day, something happens that zigs when it should zag. Some of us freeze, incapable of deciding which option is best. Basing himself on years of crisis management, on the teachings of samurai philosophy, Frank Zappa, and the occasional Churchillian wit, writer and creative thinker Justin Kingsley takes you on a journey that will help transform crises into opportunities. Using concrete examples from a variety of creative challenges of Olympic proportions, to major political scandals from his time as the Government of Canada's spokesperson, Kingsley helps demystify today's complicated world and helps leaders develop, adapt and embrace challenges.Sponsored by: Jarislowsky, Fraser Limited
Networking break - Exhibits open
Sponsored by: Payments Canada
Synergology: Decoding non-verbal communication - Canada Hall 1
Speaker: Christine Gagnon, President and Founder, Consultancy Firm Of Christine Gagnon Inc.The methodological and rigorous approach of synergology is a reliable way for leaders to validate if what a person says is in line with what they are really thinking, by observing their gestures. Nonverbal becomes an important source of information during meetings, negotiations and crisis management.Words, tone of voice and nonverbal expressions are important exchanges of communication at various degrees. To be able of deciphering these various communication sources allows the understanding of the attitude, the decoding of the movements and enables leaders to reveal the unspoken in its context.Master the techniques of body language and optimize the organizational results by improving quality and efficiency of communication skills within a team.● How do others perceive you? What is your nonverbal revealing about yourself?● Improving your skills during interviews● Detecting nonverbal messages in various situations● Identifying signs of doubt, avoidance, closure, openness, hesitation, authority, anxiety, interest, anger, truth and more in order to communicate better, anticipate and react effectively● Observing what the participants are not saying or keeping to themselves during a meeting● Verifying the consistency of the interventions
The sustainability of globalization - Room 205-207
Speaker: Janice Stein, Munk School of Global Affairs, University of TorontoGlobalization is a bumpy process that moves in fits and starts. We may well be in a time right now when it slows or takes a step back. This session will take a closer look at the sustainability of globalization and the interconnectedness of politics and economics. We will examine macro trends in the current geopolitical and economic environment to predict what we will likely see in the global arena in the near-term future and what it might mean for Canada.
Janice Gross Stein
A new NAFTA and trade environment: What does it mean for your business? - Room 210
Speaker: Greg Kanargelidis, Partner, Blake, Cassels & Graydon LLPWith changing global political climates, international trade and specifically NAFTA is top of mind for Canadian businesses. This session will review some of what you are likely to see as negotiations move forward in areas such as rules of origin, supply management and dispute settlement and what it might mean for different businesses and industries at home and internationally. We will also discuss opportunities a renegotiation could bring including provisions for a digital economy. Also, we will briefly discuss other trade agreement opportunities such as the Canada-European Union Comprehensive Economic and Trade Agreement (CETA) and possible revival of a new Trans Pacific Partnership (TPP).
The CFO as a trusted advisor - Room 213-215
Speakers: Arthur Gitajn, CFO, Ceridian; Andrew Francis, Chief Financial Officer, Financial Management Branch, Department of Canadian Heritage, Government of CanadaThe 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 - Room 214
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.
July 18, 2017 – A date private corporations will not soon forget! Part 1 Room 206-208
Speakers: Jim McConnery, Partner, Welch LLP; Kim Moody, Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLPFinance Minister Bill Morneau released a discussion paper on July 18, 2018 that proposes sweeping changes to tax policy and rules affecting private corporations and their shareholders. This session will review the proposals and draft legislation that relate to income sprinkling, the lifetime capital gains exemption, taxation of passive income in private corporations and converting income to capital gains. It will also highlight the impact on common planning employed by private corporations. Please Note: This session is Part 1 of 2
Kim Moody, FCPA, FCA
Keynote address: CFO of the Year - Canada Hall 1
Speaker: Michael Rousseau, CFO, Air CanadaCanada's CFO of the Year Award is given annually to an individual who has made an outstanding contribution to business in Canada through vision and leadership, corporate reporting and performance, social responsibility, innovation, and business complexity. Join the 2017 recipient, Michael Rousseau, as he describes the evolution of his role.
Networking lunch: Exhibits open - Westin & Shaw Centre, Please see back of name badge
Sponsored by: Versapay
2017 Diversity Disclosure Practices, women in leadership roles at TSX-listed companies - Room 214
Speaker: Andrew MacDougall, Partner, Corporate, Osler, Hoskin & Harcourt LLPJoin Andrew in a presentation of the “2017 Diversity Disclosure Practices, women in leadership roles at TSX-listed companies”. Last year’s results were a wake-up call, more action needed to be taken. People have been resting on their laurels and not taking the harder step of actually making changes to improve the representation of women in leadership positions on boards and in the executive ranks. If nothing further is done by industry, then the government will likely take further steps.
Andrew J. MacDougall
Insights from the Ontario Securities Commission chief accountant - Room 205-207
Speaker: Cameron McInnis, Chief Accountant, Ontario Securities CommissionThis 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.
Cameron McInnis, CPA, CA
The economics of opt-in: Financial opportunities in a regulated carbon market - Room 210
Moderator: Mike Morrice, Executive Director, Sustainability CoLabPanelists: Douglas Sellars, Energy Manager, Arlanxeo Canada Inc.; Marcel Oestreich, Assistant Professor, Department of Economics, Brock University; Dale Beugin, Executive Director & Research Director, Ecofiscal Commission; Julie Desjardins, President, Desjardins & Associates Consulting Inc.This 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 - Canada Hall 1
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 - Room 206-208
Speakers: Steve Spooner, CFO; David Greenwood, VP M&A Integration Management; 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.
July 18, 2017 – A date private corporations will not soon forget! Part 2 - Room 213-215
Speakers: Jim McConnery, Partner, Welch LLP; Kim Moody, Director, Canadian Tax Advisory, MoodyFinance Minister Bill Morneau released a discussion paper on July 18, 2018 that proposes sweeping changes to tax policy and rules affecting private corporations and their shareholders. This session will review the proposals and draft legislation that relate to income sprinkling, the lifetime capital gains exemption, taxation of passive income in private corporations and converting income to capital gains. It will also highlight the impact on common planning employed by private corporations. Please Note: This session is Part 2 of 2
Kim Moody, FCPA, FCA
Networking break – Exhibits open
Sponsored by: Payments Canada
Building resiliency in ourselves and our teams - Room Canada Hall 1
Speaker: Heather Maitland, Organizational Change Management Specialist, Enbridge Inc.Resiliency, as the ability to recover quickly from difficulties, is an especially important skill in these turbulent times for both employees and leaders. Through cost reduction initiatives to restructuring, there has been no shortage of uncertainty in the workplace and all indications are that this trend will continue. This session will cover the fundamentals of change management, emerging trends and the do’s and don’ts for building a resilient workforce. Through an interactive style, practical tips and tools will be shared, focusing on help you and your teams survive and thrive through change and uncertainty, today and into the future.
Private placements: Getting the financial reporting right - Room 210
Speaker: Julia Suk, Partner, National Securities Services, and Ben Sencabaugh, Senior Manager, Audit Advisory, Deloitte LLPPrivate Placement has been an increasingly desirable and popular choice for companies looking to expand or to raise capital. In this session, our speakers address questions related to Private Placement transactions, as well as discuss the challenges and complexities within.
The fraudster, fraud trends, and response: Are you protecting your organization? Room 213-215
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 - Room Room 206-208
Speaker: Nate Payne, Artificial Intelligence & Machine Learning Researcher, The University of British ColumbiaMany 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 - Room 205-207
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.
Daniel Marquez, B.ASc (Hons.)
Tax consequences of shareholder agreements - Room 214
Speaker: Joan Jung, Partner, 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.
Joan E. Jung
The Age of Voter Rage
Speaker: Nikita James Nanos, Chairman, NANOS RESEARCH Group of CompaniesNik Nanos looks at politics in Canada, the US, the U.K. sand France and unpacks how the political margins and the marginalized are rewiring democracy. His eye opening talk covers the rise of antiestablishment ferver, computational propaganda, fake news and the remaking of democratic dialogue.
Keynote Remarks and Fireside Chat
Speaker: The Honourable Bill Morneau, Minister of Finance
Networking reception – Exhibits open
Sponsored by: Firma Foreign Exchange
Optional Early Bird Session: Employer Brand 2.0: Define and market your organization’s reputation as a great place to work - Room 213-215
Speaker: Virginia Brailey, Vice President, Marketing and Strategy, ADP CanadaEmployer Value Proposition is one of the most important products a company has to build. The global talent market is quickly evolving, and to stay competitive an organization must build and go to market with careers and culture – key products and components of an employer value proposition and ultimately the Employer Brand of an organization. Processes that were standard practice for decades are being redefined. In 2016, we looked at the importance of employer brands and how they can help your organization stand out in a competitive hiring environment. This year we will focus on some of the tactics to strengthen your brand to become a workplace that attracts – and retains – top talent. You will gain a better understanding of the formula: culture + leadership + opportunity = employer brand and how best-in-class organizations are doing it right.Sponsored by ADP
Optional Early Bird Session: Why nobody loves the audit - Room 205-207
Speaker: Pete Myers, CEO, AuvenirWe asked smaller audit firms and their clients across North America what their biggest issues were with financial audit engagements, and the answers might surprise you. Join Pete Myers, CEO of Auvenir, as he explores the key challenges auditors and clients face in the audit process and what might just be the solution to fix it. Sponsored by Auvenir
Continental breakfast - Exhibits open
Sponsored by: TD Insurance
Keynote address: The 0 to 100 effect - Room Canada Hall 1
Speaker: Shawn Kanungo, innovation Leader, Deloitte DigitalSince the dawn of civilization, we know that when technologies go from scarcity to ubiquity, the world fundamentally changes. Whether it is from hunting to settled agriculture or from calligraphy to the printing press, we see an explosion in new problems, industries and human behaviours. The only difference is that today, technologies are on an exponential scale. From doctors to AI-assisted health, banks to blockchain, retail to Amazon, we are on the brink of the most chaotic era in commerce.In this session, you will:- Understand how exponential technologies are disrupting every industry.- Learn why timing is the most critical aspect when it comes to dealing with disruption.- Learn the secrets of how game-changing organizations exploit new problems.- Learn how organizations successfully experiment with technologies and business models at the edges.Sponsored by: Xero
Keynote Remarks and Fireside Chat
Speaker: The Honourable Navdeep Bains, Minister of Innovation, Science and Economic Development
The role accountants play in cyber security risk management - Room 213-215
Speaker: Caroline Cameron, Communications Security EstablishmentCyber security is no longer just an IT issue; it’s a business issue as well. Maintaining secure and resilient systems can build client confidence and improve stakeholder relations, while also mitigating the reputational and financial losses associated with a cyber compromise. Cyber security is everyone’s responsibility and can be a conduit for CPAs to demonstrate their ability to be business partners. This session provides an overview of today’s cyber threat landscape and how CPAs can guide boardroom discussions about cyber risk management and contribute to their organization’s cyber security strategy.
IFRS 16 Leases: An overview of the new standard and the most important implementation strategies - Room 206-208
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 and the evolution of the audit - Room 205-207
Speakers: Kevin Kolliniatis, Partner, Audit, KPMG, Chris Dulny, Partner, Audit and Assurance, PwCArtificial Intelligence is used in many practical applications today and the transformational impacts of Artificial Intelligence (AI) are expected to be pervasive to many industries. As finance leaders and service providers, we need to understand the impact of AI on processes and people. In this session, our expert panel discusses the changes that AI will bring to preparers of information and the Assurance profession – the benefits & opportunities as well as the complexities & challenges that may arise.
Building resilience: Managing social, economic, environmental risk and opportunities - Room Canada Hall1
Moderator: Craig Alexander, Senior Vice President and Chief Economist, Conference Board of CanadaPanelists: Pamela Steer, CFO, WSIB; Roy Brooke, Director, Municipal Natural Assets Initiative, Brooke & Associates; Robert Siddall, CFO, MetrolinxRisks 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 - Room 210
Speaker: Zhen Jiwa, Account Executive, Google IncMore 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.
Doing business In the U.S. - Room 214
Speaker: Martha Skeggs, Martha R Skeggs Professional CorporationThe landscape continues to evolve and there is a definite border between Canada and the U.S. This session will shed light on some tips to consider and traps you might face when doing business in the U.S., with a focus on taxation. What do you need to think about, whether you are dealing with US customers, travelling to the U.S., or expanding into the the U.S.?
Networking break – Exhibits open
Sponsored by Telpay
The anticipatory CPA: How to get ahead and stay ahead - Room 213-215
Speaker: Tom Hood, Chief Executive Officer, Business Learning InstituteRecent research says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency–how to accurately anticipate the future. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager.The objectives include:• identify the biggest trends driving change in the business environment and specifically CPAs;• define the missing competency of anticipating and related success skills needed to be successful in the future and why it is important now; and• learn the five steps to be future ready and ride these ‘big waves of change’.
Great expectations: Adopting and adapting to changing accounting standards under IFRS - Room 210
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; Erin Taylor, VP Finance & Chief Accountant, Sun Life FinancialUnderstanding and implementing significant accounting changes is just the start. Once you’ve figured out the how changing accounting standards affects your numbers you’ll have to explain that to your stakeholders. In this session our expert panel discusses what reporting challenges preparers face and what investors are looking for in financial reporting, when adopting and adapting to the new IFRS standards on revenue, financial instruments and leases.
Lucy Durocher, CPA, CA
Accounting standards update - Canada Hall 1
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 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)
Future of finance in a digital world - Room 206-208
Speakers: Grant Abrams, Partner, Finance and Performance Management Services and Tahanie Thabet, Manager, Consulting, Strategy and Operations, Deloitte LLP When a Sumerian merchant first recorded the sale of livestock on a clay tablet, business technology was born. Today, 5,000 years later, that ancient technology has evolved into a new class of digital tools that are reshaping almost every aspect of business. You don’t have to look far to witness the spectacular chaos of cloud, in-memory computing, robotics, analytics, artificial intelligence, automation, blockchain, and more. These are some of the digital disruptors that are changing how business gets done.What does all of this mean for the future of finance? Quite a lot. Finance organizations need to move faster to catch up with the change that has occurred and prepare for the change that is about to happen. During this session, we will explore the impact these digital disruptors have on finance organizations and what the future of finance is in the face of these developments; including the new challenges, business demands, Digital tools and technologies, and most importantly the “People Puzzle” and how Digital transformation needs to be human-centric, going beyond using pieces of technology to changing the culture and imagining new ways of creating value.
Grant Abrams, CPA, CA
Optimizing your workforce: Effective labour planning - Room 214
Speakers: Rob Torok and Mitch Max, Co-Founders and Partners, BetterVu Are 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.
Mitch Max, CPA, CA
The perils of intercorporate dividends, recent changes - Room 205-207
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.
Manu Kakkar CPA, CA, CGA, TEP, MTax
Networking lunch – Exhibits open
Sponsored by: Ceridian
Leading in fraudulent times: Protecting you and your organization - Room 214
Speaker: Corey Bloom, Partner, MNP LLPIncidents of fraud are rising every year, yet an overwhelming majority of Canadian business owners and C-suite executives say they are confident in their ability to prevent it. Canadian businesses are in the midst of “a dangerous combination of overconfidence and naiveté when it comes to detecting fraud,” according to a Ipsos survey conducted MNP in 2017. Although we know that prevention efforts have increased, the disconnect between perception and prevention of fraud is quite clear. Based on real-life examples of fraud scams, this session will help you to understand fraud challenges faced by leaders today such as social media pitfalls, email communication, more sophisticated scams, Bring Your Own Device (BYOD), and will provide you with insights on what steps to follow to help leaders reduce their risks regarding fraud.
Corey Anne Bloom
Hot topics in financial reporting - Room Canada Hall 1
Speakers: Lara Iob, Partner, EY; Bailey Church, Partner, Accounting Advisory Services, KPMGWith today’s complex and uncertain world, what are some key financial reporting considerations to look out for? In this session, our speakers discuss business and geopolitical developments affecting Canadian companies, as well as the impacts and considerations on financial reporting.
Bailey J. Church
Lara Iob, CPA, CA
Supply chain as a strategic business unit - Room 210
Speaker: Tim Herrod, vice-president, Procurement, PotashCorpTraditional linear supply chains have transformed into complex supply networks, underpinning the business’s ability to create and sustain differential value and competitive advantage. Building a strong, resilient supply network starts with positioning the function as a forward thinking strategic business partner, establishing strong partnerships with business units and suppliers as the foundation. Join Tim Herrod, vice-president, Procurement at PotashCorp as he discusses real world examples drawing from his experience transforming his own business unit into a strategic partner.
Fireside chat: Issues facing today’s CFO - Room 213-215
Moderator: Edward Lane, Special Advisor to the ADM Finance, Department of National DefencePanelists: Benita Warmbold, Former 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 - Room 205-207
Speaker: Benjamin Alarie, CEO, Blue J LegalTax 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).
Networking break – Exhibits open
Sponsored by: Telpay
Keynote address: Everything is connected: Environment, economy, foreign policy, sustainability, human rights and leadership in the 21st Century
Speaker: Sheila Watt Cloutier, Nobel Peace Prize Nominee, Environmental, Cultural and Human Rights AdvocateIn this truly globe-spanning talk, Watt-Cloutier provides a clear, meaningful, and comprehensive understanding of the way these issues are interconnected, and what it means for the future of our planet. Speaking on leadership, she shows how your organization fits into the grand scheme of things, and organizations can fulfill their mandate by understanding how the local connects to the global, and vice versa. With a focus on solutions, Watt-Cloutier brings the realities of the Arctic―where Inuit today face profoundchallenges to their environment, their economy, their health and their cultural well-being―to light. The challenges they face are clearly connected to the industries we support, the disposable world we have become, and the non-sustaining policies we create. Because her Inuit culture faces the most extreme challenges of globalization, Watt-Cloutier speaks from firsthand experience, and couples that with her extensive experiences as a global leader. Drawing upon her ancient culture, and speaking from a position of strength, not victimhood, she helps audiences find common ground. Her Arctic voice–not as far away as we might imagine–enlightens and inspires. With inclusive good will, it bridges some extremely divided gaps around the world.Sponsored by: Appraisal Institute of Canada
After the data breach: A plan for CFO's
Speaker: Louis Bladel, Executive Director, Fraud Investigation & Dispute Services and John Toney, Senior Manager, Forensic Technology & Discovery Services, EYThis workshop will address the following:• What is the CFO’s role within Incident Response planning?• How should breaches’ impact be calculated (and it’s not limited to the data)? As a CFO, are you helping to clarify the impact to the bottom line?• How can a CFO help capitalize on lessons learned from a breach?• Take a long look at yourself…am I properly aligned within the incident response process?• What kinds of external support does the CFO need to provide the security professionals within the company?
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
Cam Scholey, MBA, PhD, FCPA, FCMA
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
Workshop Leader: Carlo Lisi, Senior Audit Manager, TD Canada TrustThe 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
Workshop Leaders: Hugh Bolton, Chair, EPCOR Utilities Inc.; Gigi Dawe, Director, Research, Guidance and Support, CPA CanadaLearn firsthand how experienced board leaders have survived and thrived.a. Influencing and guiding your board – how to handle difficult questions while getting your point acrossb. Handling the rogue members and their hidden agendac. Getting ready for your board presentation: lessons from the trenchesd. Board presentation – how to influence stakeholders while maintaining your calm during question time
Become a CPA Brand Ambassador and help build the value of your profession
Note: This workshop is free but does not qualify for CPD hoursWorkshop Leader: Heather Whyte, Vice President, Strategic Communications, Branding & Public Affairs, 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.
Thank you to our advisory committee members
Isabella Bertani, Partner, Collins BarrowJames F. Cassidy, Partner, KPMG LLP Lucy Durocher, Partner, National Consulting Services Group, PwC LLPAdam Eveline, VP, Analytics and Product Driver Optimization, President's Choice FinancialCraig Fields, Chief Financial Officer, Osler, Hoskin and Harcourt LLPManu Kakkar, Founder and President, Manu Kakkar CPA Inc.Karen Power, VP Corporate Tax, Modern Niagara Group Inc.Todd Richardson, Chief Financial Officer, Harris ComputerClaude Rochette, Assistant Deputy Minister (Finance) / Chief Financial Officer, National Defence / Government of Canada Daniel B. Warren, Founding Partner and Income Tax Specialist, Hendry Warren LLP
Lucy Durocher, CPA, CA
Manu Kakkar CPA, CA, CGA, TEP, MTax
Karen Power, CPA, CA
Daniel B. Warren, CPA, CA, TEP
55 Colonel By Drive, Ottawa, ON K1N 9J2
t.:613-563-1984 or 1-800-450-0077
The Westin Ottawa Hotel11 Colonel By Drive, Ottawa, ON K1N 9H4
CPA Canada’s reserved hotel blocks are now sold out.
If you require hotel accommodations, please refer to the list of hotels below that are located within walking distance.
Member Development and Support
Alexandra Garant, contact for Sponsor & Exhibitor Opportunities
Technological change and automation are changing the way we think about careers. These shifts are leading to a more innovative culture, but more Canadians are also facing rising precarity in their jobs.
February 26, 2018
Change is inevitable. But it can also be a powerful catalyst for a better future. At this event, learn how to leverage the opportunities that disruption brings to increase the impact of your organization's work.
December 20, 2017
From the totally personal to the all-business, CPA Canada’s Bruce Ball walks us through the most significant tax changes of the year.