The ONE Conference 2017

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This is the agenda for
Day 1: Monday September 18, 2017
7:15 – 8:00
Optional Early Bird Session: Improve financial literacy in your community

Speaker: Doretta Thompson, Director, Corporate Citizenship, CPA Canada

This 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 ebooks

Join us to learn more about how you can share your knowledge and expertise as a CPA to enhance financial literacy in your community.

7:30 - 8:30
Registration and Continental breakfast

Registration Sponsored by: Beanworks

8:15 - 8:30
Welcome remarks

Speakers: Joy Thomas, President and CEO, CPA Canada and Johanne Charbonneau, Corporate Director, Ottawa, Chair, CPA Ontario

Johanne Charbonneau

8:30 - 9:30
Keynote address: A beautiful crisis

Speaker: Justin Kingsley, Brand Expert & Entrepreneur, Creative Director, Montreal Canadiens

This 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

Justin Kingsley

9:30 - 10:00
Networking break - Exhibits open

10:00 - 11:00
Tracks:

Leadership
Synergology: Decoding non-verbal communication

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

Christine Gagnon

Financial Reporting and Accounting
The Sustainability of Globalization

Speaker: Janice Stein, Munk School of Global Affairs, University of Toronto

Globalization 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?

Speaker: Greg Kanargelidis, Partner, Blake, Cassels & Graydon LLP

With 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).

Greg Kanargelidis

Management Accounting/Finance
The CFO as a trusted advisor

Speakers: Arthur Gitajn, CFO, Ceridian; Andrew Francis, Chief Financial Officer, Financial Management Branch, Department of Canadian Heritage, Government of Canada

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.

Arthur Gitajn

 
Edge strategy: A new mindset for profitable growth

Speaker: Alan Lewis, Managing Director and Partner, L.E.K. Consulting

In 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.

Alan Lewis

Tax
JULY 18, 2017 – A Date Private Corporations Will Not Soon Forget!

Speakers: Don Scott, Director of Tax Services, Tax Partner, Welch LLP

Finance 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.

Don Scott

11:00 – 11:45
Keynote address

Speaker: Michael Rousseau, CFO, Air Canada, CFO of the Year

Canada'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.

Michael Rousseau

11:45 - 1:15
Networking lunch: Exhibits open

Sponsored by: Versapay

1:15 - 2:15
Tracks:

Leadership
2017 Diversity Disclosure Practices, women in leadership roles at TSX-listed companies

Speaker: Andrew MacDougall, Partner, Corporate, Osler, Hoskin & Harcourt LLP

Join 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

Financial Reporting and Accounting
Insights from the Ontario Securities Commission chief accountant

Speaker: Cameron McInnis, Chief Accountant, Ontario Securities Commission

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.

Cameron McInnis, CPA, CA

 
The economics of opt-in: Financial opportunities in a regulated carbon market

Moderator: Mike Morrice, Executive Director, Sustainability CoLab

Panelists: 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.

Marcel Oestreich ; Dale Beugin ; Julie Desjardins ; Mike Morrice ; Douglas Sellars

Management Accounting/Finance
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 Communications

The 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.

Jane Skoblo

 
Lessons learned on the M&A trail

Speakers: Steve Spooner, CFO; David Greenwood, VP Management and Accounting; 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.

Steve Spooner ; David Greenwood ; Anthony Bellomo

Tax
Death of the small business deduction?

Speaker: Kim Moody, Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLP

This 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?

Kim Moody, FCPA, FCA

2:15 - 2:45
Networking break – Exhibits open

2:45 - 3:45
Tracks:

Leadership
Building Resiliency in Ourselves and Our Teams

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.

Heather Maitland

Financial Reporting and Accounting
Private placements: Getting the financial reporting right

Speaker: Julia Suk, Partner, National Securities Services, and Ben Sencabaugh, Senior Manager, Audit Advisory, Deloitte LLP

Private 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.

Julia Suk ; Ben Sencabaugh

 
The fraudster, fraud trends, and response: Are you protecting your organization?

Speaker: Kas Rehman, Partner, Forensic Services, KPMG LLP

News 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.

Kas Rehman

Management Accounting/Finance
Beyond financial reporting: The evolving role of data to improve your bottom line

Speaker: Nate Payne, Artificial Intelligence & Machine Learning Researcher, The University of British Columbia

Many 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.

Nate Payne

 
Innovating to survive and thrive in the age of disruption

Speaker: Daniel Marquez, Strategy Executive and Innovation Fellow, Accenture

In 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
Tax consequences of shareholder agreements

Speaker: Joan Jung, Partner, Minden Gross LLP

A 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

3:45 - 4:45
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 Advocate

In 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 profound challenges 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.

Sheila Watt-Cloutier

4:45 - 6:00
Networking reception – Exhibits open

Sponsored by: Firma Foreign Exchange

This is the agenda for
Day 2: Tuesday September 19, 2017
7:30 - 8:30
Optional Early Bird Session: Discussing Solutions to the Business Challenges Faced When Budgeting and Forecasting for the Enterprise

As the organization grows, as more people are involved, and as the complexity increases, the challenges faced grow exponentially. This session will discuss some of the common pitfalls experienced when budgeting and forecasting and provide insights into how to avoid them.

Sponsored by True Sky Inc.

7:30 - 8:30
Optional Early Bird Session:

Sponsored by ADP

7:30 - 8:30
Optional Early Bird Session:

Sponsored by Auvenir

7:30 - 8:30
Continental breakfast - Exhibits open

Sponsored by: TD Insurance

8:30 - 9:30
Keynote address

TBD

Sponsored by: Xero

9:30 - 9:50
Networking break – Exhibits open

Sponsored by: Telpay

9:50 - 10:50
Tracks:

Leadership
The Role Accountants Play in Cyber Security Risk Management

Speaker: Caroline Cameron, Communications Security Establishment

Cyber 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.

Financial Reporting and Accounting
IFRS 16 Leases: An overview of the new standard and the most important implementation strategies

Speaker: Martin Roy, Partner, Audit Advisory Services, Deloitte LLP

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, lending agreements and financial statement disclosures.

Martin Roy

 
AI and the evolution of the audit

Speakers: Kevin Kolliniatis, Partner, Audit, KPMG, Chris Dulny, Partner, Audit and Assurance, PwC

Artificial 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.

Kevin Kolliniatis

Management Accounting/Finance
Building resilience: Managing social, economic, environmental risk and opportunities

Moderator: Craig Alexander, Senior Vice President and Chief Economist, Conference Board of Canada

Panelists: Pamela Steer, CFO, WSIB; Roy Brooke, Director, Municipal Natural Assets Initiative, Brooke & Associates; Robert Siddall, CFO, Metrolinx

Risks 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.

Craig Alexander ; Roy Brooke ; Pamela Steer ; Robert Siddall

 
Customer acquisition: Costing in a digital age

Speaker: Zhen Jiwa, Account Executive, Google Inc

More 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.

Tax
Doing Business In the US

Speaker: Martha Skeggs, Martha R Skeggs Professional Corporation

The 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?

Martha Skeggs

10:50 - 11:10
Networking break – Exhibits open

11:10 - 12:10
Tracks:

Leadership
The anticipatory CPA: How to get ahead and stay ahead

Speaker: Tom Hood, Chief Executive Officer, Business Learning Institute

Recent 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’.

Tom Hood

Financial Reporting and Accounting
Great expectations: Adopting and adapting to changing accounting standards under IFRS

Moderator: Lucy Durocher, Partner, National Accounting Consulting Services, PwC LLP

Panelists: 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 Financial

Understanding 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 ; Paul Feetham ; Taso Georgopoulos

 
Accounting Standards Update

Speaker: Linda Mezon, Chair, Accounting Standards Board

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.

Management Accounting/Finance
Future of Finance in a Digital World

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

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.

Rob Torok ; Mitch Max, CPA, CA

Tax
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.

Manu Kakkar CPA, CA, CGA, TEP, MTax ; Nick Moraitis

12:10 - 1:35
Networking lunch – Exhibits open

Sponsored by: Ceridian

1:35 - 2:35
Tracks

Leadership
Leading in fraudulent times: Protecting you and your organization

Speaker: Corey Bloom, Partner, MNP LLP

Incidents 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

Financial Reporting and Accounting
Hot topics in financial reporting

Speakers: Lara Iob, Partner, EY; Bailey Church, Partner, Accounting Advisory Services, KPMG

With 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

 
Technology trends

Moderator: Ben Gibbons, Partner, Deal Advisory, Collins Barrow

Panelists: Peter Smiechowski, Chief Executive Officer, ANAi Global; Grant Furlane, President and CEO, LocoMobi; Paul Yakutchik, Chief Product Officer at LocoMobi and Chief Technology Officer with ANAi Global

Technology is all around us – and it is getting smarter. From the internet of things (IoT), to AI and automation’ technology can provide incredible opportunities for business, however, those that do not adapt risk long term sustainability in their industries. This session will help prepare your business for what tomorrow might look like as we explore technology trends that are emerging, those that are becoming more mainstream and what we can likely expect to see in the not-so distant future.

Paul Yakutchik ; Peter Smiechowski ; Grant Furlane ; Ben Gibbons

Management Accounting/Finance
Supply chain as a strategic business unit

Speaker: Tim Herrod, Vice President, Procurement, PotashCorp

Traditional 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

Moderator: Edward Lane, Special Advisor to the ADM Finance, Department of National Defence

Panelists: 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.

Edward Lane ; Fred Burke ; Pauline Port ; Benita Warmbold

Tax
Using new tools to make life easier: Artificial intelligence and the future of tax

Speaker: Benjamin Alarie, CEO, Blue J Legal

Tax 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).

Benjamin Alarie

2:35 - 2:55
Networking break – Exhibits open

Sponsored by: Telpay

2:55 - 4:00
Keynote address

TBD

Sponsored by: Appraisal Institute of Canada

4:00
Conference adjourns

This is the agenda for
Pre-Conference Optional Workshop: Sunday, September 17, 2017
1:00 - 4:00
After the data breach: A plan for CFO's

Speaker: Louis Bladel, Executive Director, Fraud Investigation & Dispute Services, Ernst & Young LLP

This 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?

This is the agenda for
Post-Conference Optional Workshops: Wednesday, September 20, 2017
9:00 - 12:00
Choose one of the following:

 
Creating an innovative mindset in your organization

Workshop Leader: Cam Scholey, Best in Scho

Development 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 LLP

GST/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

Garth Steele

 
Data analytics: The three most powerful and least understood tools in Excel

Workshop Leader: Carlo Lisi, Senior Audit Manager, TD Canada Trust

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 team

Specific topics covered - Pivot Tables, PowerPivot, Vfuzzy lookup – cool add ons, i.e. Power BI

Carlo Lisi

 
Getting the board’s buy-In: How to convey your message and prepare yourself for the inevitable challenges of the Q&A

Workshop Leader: Hugh Bolton, Chair, EPCOR Utilities Inc.

Learn firsthand how experienced board leaders have survived and thrived.

a. Influencing and guiding your board – how to handle difficult questions while getting your point across
b. Handling the rogue members and their hidden agenda
c. Getting ready for your board presentation: lessons from the trenches
d. 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 hours

Workshop Leader: Heather Whyte, Vice President, Strategic Communications, Branding & Public Affairs, CPA Canada

The 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.

Heather Whyte

This is the agenda for
Conference Program Advisory Committee
 
Thank you to our advisory committee members

Isabella Bertani, Partner, Collins Barrow

James F. Cassidy, Partner, KPMG LLP

Lucy Durocher, Partner, National Consulting Services Group, PwC LLP

Adam Eveline, VP, Analytics and Product Driver Optimization, President's Choice Financial

Craig Fields, Chief Financial Officer, Osler, Hoskin and Harcourt LLP

Manu Kakkar, Founder and President, Manu Kakkar CPA Inc.

Karen Power, VP Corporate Tax, Modern Niagara Group Inc.

Todd Richardson, Chief Financial Officer, Harris Computer

Claude 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 ; Adam Eveline ; Jim Cassidy ; Craig Fields ; Isabella Bertani ; Todd Richardson