The ONE Conference 2018

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This is the agenda for
Day 1: MONDAY, OCTOBER 1, 2018
7:15 - 8:30
Registration and Continental breakfast

8:30 - 8:40
Welcome remarks

8:40 - 9:40
Keynote address

Speaker: Kai Kight, Innovator, Speaker, Violinist

9:40 - 9:50
Session Change Break

9:50 - 10:50

The Future-Ready Finance Leader: What Got You Here, Won’t Get You There

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

Financial Reporting and Accounting
The Buzz Around Blockchain

Speaker: Vernon Joseph, Security Consultant, Network Test Labs Inc.

Accounting Standards Update

Speaker: Linda Mezon, Chair, Accounting Standards Board

Management Accounting/Finance
Economic Outlook

Speaker: Pierre Cléroux, Vice President, Research and Chief Economist, BDC

Private Business Tax Proposals Part 1

Speakers: Denis St. Pierre, Tax Partner, ERP; David Cameron, Partner, Collins Barrow; Kenneth Keung, Director, Canadian Tax Advisory, Moodys Gartner Tax Law

This session will focus on the impact of new legislation on private businesses, traps to avoid, and what solutions the CPA might propose to clients given the new landscape.

Focus on: TOSI Planning, Corporate passive investments, 2018 year end planning, 55(2) issues and planning, use of trusts, and more.

10:50 – 11:15
Networking Break

11:15 - 12:15

Leading A Change Ready Organization

Speaker: Jennifer Gervès-Keen, Consultant, JGK Consulting

The way we work is changing, we hear buzzword like AI, IoT and Machine Learning and the potential it has to transform organizations, but what does it mean for the individuals within those organizations? Change isn’t easy for most people, however, in order to implement any new idea or initiative we need to ensure that our employees and teams are adaptable and poised to embrace environments of rapid and consistent change. Join Jennifer Gervès Keen, award winning executive coach and adult learning specialist as she provides insight on understanding how the brain processes change and how to position your people to be ready to pivot through building their resilience and strengthening and sustaining a proactive organizational culture.

Financial Reporting and Accounting
Mind the Non-GAAP

Speakers: Cameron McInnis, Chief Accountant, Ontario Securities Commission; Linda Mezon, Chair, Accounting Standards Board; Karen Higgins, National Director of Accounting Services, Deloitte

From A Great Idea to A Great Business: How A CPA Can Add Value

Speakers: Alex MacBeath, CEO and Managing Director, Island Capital Partners Inc., Michael Kravshik, Founder/CEO Luminari Inc.

Entrepreneurship is the foundation of much of the Canadian economy. Economic growth is highly dependent on new business ventures. CPAs have a critical role in assisting entrepreneurs in their quest to make a great idea a great business.
This session will involve a panel of speakers describing what is required to take a great idea to a great business. The session will focus on CPAs providing practical advice to entrepreneurs. Panelist will discuss how best to attract early investment and mentorship to the new business. The session will include practical tips and examples of how a CPA can assist entrepreneurs in starting and building the business.
Topic areas will include:
- Critical elements to a successful start up
- CPA’s role in providing advice/assurance
- Financing a business idea –alternatives/implications
- Diligence – how to assist the entrepreneur
- Valuation – how value is determined and created

Management Accounting/Finance
Managing Risks That Cause Panic: Cultivating Sustainability Through Adaptability

Speaker: David Prime, National RAS Partner, BDO Canada LLP

The business world is being transformed at unprecedented levels in terms of barriers to trade, political climates, and through technology and innovation, opening the floodgates to a risk prone environment. Moreover, a real concern for businesses today is that as innovation is implemented to navigate these risks, it does so at uneven speeds and sometimes differing directions within a company. Businesses that have the capacity to foster and harness innovation to evolve a business and generate value are typically those that are also successful. With over 3 decades of experience helping clients manage their risks, David Prime, BDO’s National Risk Advisory leader will be drawing upon this experience to show how you can ensure risk management practices support innovation, enabling organizations to become more agile and adaptable in today’s business climate.

A Collaborative Approach to Effective Operational Planning & Budgeting

Speakers: Mike Haley, President and Founder and Derek Sandison, Performance Management Advisory Services, Landmark Decisions Inc.

Effective planning and budgeting continues to be one of the biggest challenges facing today’s fast-moving organizations. For many, the budgeting process is too time consuming and is often developed as a purely financial exercise in isolation to strategy and operational needs. This session will arm CPAs with a focused approach to collaborative planning that will lead to more timely and relevant budgets. Examples of real world applications from a variety of industries/organizations will be demonstrated. A brief overview of relevant operational planning tools will also help attendees understand the value of technology as a key enabler for this approach.

• Challenges with current planning & budgeting
• Make planning and budgeting a critical value-added process in your organization
• Explanation of a Collaborative Approach – “The Closed Loop”
• Examples of real world applications from a variety of industries/organizations
• Software solutions – the value of technology and overview of market available tools

Private Business Tax Proposals Part 2

Speakers: Denis St. Pierre, Tax Partner, ERP; David Cameron, Partner, Collins Barrow; Kenneth Keung, Director, Canadian Tax Advisory, Moodys Gartner Tax Law

This session will focus on the impact of new legislation on private businesses, traps to avoid, and what solutions the CPA might propose to clients given the new landscape.

Focus on: TOSI Planning, Corporate passive investments, 2018 year end planning, 55(2) issues and planning, use of trusts, and more.

12:15 - 1:30
Networking Lunch

1:30 - 2:30

Accounting Literacy in Your Organization and Beyond: Explaining Financial Concepts to Non-Financial People

Speaker: Mark Robilliard, Co-Founder & CEO Americas, Color Accounting International

Helping people in your organization, on your board or your clients better understand the language of accounting can be a challenge. This session will draw on research with a system called Color Accounting and will explore the surprising reasons why some "non-financial people" don't grasp accounting. You'll hear thought-provoking insights into the structure, language and mechanics of accounting - insights that are key to unlocking the subject for the many who need to understand it better.

Financial Reporting and Accounting
The Green Gold Rush: What Should CPA’s Know About the Canadian Cannabis Industry?

Why Audit Quality Matters

What it means • Why it matters • How to get it

They say a rose is a rose is a rose.

But what about an external audit of your business? Unlike sugar, wheat, or coffee beans, audits are not a commodity — and they’re not created equal. They can differ in their quality.

In recent years, the turbulent events of the global financial crisis have dramatically highlighted the importance of credible, high-quality financial reporting and auditing. And the issue of audit quality has been emerging rapidly, as constant changes from regulatory and standards-setting bodies to improve audit quality have become the norm.

During this session we will explore what is audit quality and if it differs from quality audits. We will discuss who has the primary responsibility for quality audits - External Auditors, Management, Those Charged with Governance, Regulators or Users. We will discuss what are the challenges with audit quality and how to overcome these challenges? Lastly, we will discuss how to measure a quality audit.

Management Accounting/Finance
Using AI for Predictive Analytics in A Privacy Aware World

Three perspectives of Sustainability”: Commercial, Investor and Regulator

Speakers: Kevin Dumaresque, CFO, Irving Oil; Nora Duke, Executive Vice President, Sustainability & Chief Human Resource Officer, Fortis Inc.

What Does United States Tax Reform Mean for Your Business?

Speakers: Bruno Godin, Partner and Cheryl MacDonald, Manager, Tax Services, US Tax, Grant Thornton

2:30 - 2:55
Networking Break

2:55 - 3:15
CFO of the Year

2:55 – 3:15

Speaker: Dr. Sarah Burch, Canada Research Chair in Sustainability Governance and Innovation University of Waterloo

4:15 - 5:45
Networking Reception

This is the agenda for
Day 2: TUESDAY, OCTOBER 2, 2018
7:30 - 8:30
Continental breakfast

8:30 - 9:30
Keynote Address

Speaker: Julien Smith, New York Times bestselling author and CEO, Breather

9:30 - 9:40
Session Change Break

9:40 - 10:40

Leadership Journeys

Speakers: Tashia Batstone, Senior Vice President, External Relations & Business Development, CPA Canada; Amanda Whitewood, Chief Operating Officer at IWK Health Centre and Vice-Chair CPA Canada Board of Directors

Financial Reporting and Accounting
Cryptocurrency: How Do You Provide Valuation Assurance

Public Accountant 2.0: Your Practice In The Cloud

Speakers: Jules Hawkins and Allison Hawkins, Partners, Hawkins & Co. Accounting

Management Accounting/Finance
Small to Large Private Business: What’s YOUR Exit Strategy?

Speakers: Nikki Robar, Partner, PWC; Peggy Gates-Hammond, Director, Tax Planning, BMO Wealth Management; Natalie Woodbury, Partner, BOYNECLARKE LLP

The roads of business strategy, personal wealth, legal and tax all converge when you are planning for the transition of a business. Many entrepreneurs are effectively managing 'today' without a view of 'tomorrow'. Whether the goal of transition is a succession to family or employees, a third-party sale or some combination of options, developing a plan and being agile and ready to consider opportunities for exit as they present themselves may make for a smoother transition for the entrepreneur and the business.

A coordinated team of professionals will add value to the bottom line for you and your client. This team of presenters with their depth and breadth of practice experience will share some ideas around developing a strategy, and planning and execution of a successful transition.

Cybersecurity: Threats And Compliance Issues You Can’t Afford To Ignore

Speaker: Imran Ahmad, Partner, Miller Thomson LLP

In Canada, the average data breach costs $6 million and is a top concern for businesses regardless of size. We will begin by assessing the current state of cybersecurity in 2018; as automation and internet of things are becoming more prevalent in business and everyday routines, we are only as strong as our weakest link. We will then move on to examine major compliance changes taking place for your organization to be aware of. These changes include impacts of the European Union’s General Data Protection Regulation (GDPR) on Canadian businesses and the harmonization of Canada’s Regime with new Canadian data breach obligations. This session will provide practical advice and tangible takeaways to help you practice sound cyber risk management on an enterprise wide level.

CRA Session with CPA Canada SMP Tax Committee

Moderator: John Oakey, Partner, Collins Barrow

10:40 - 11:10
Networking Break

11:10 - 12:10

Followership for Millennials

Speakers: Samantha Hurwitz, Chief Encouragement Officer and Marc Hurwitz, Chief Insight Officer, FliP University

Financial Reporting and Accounting
Internal Audit-The Shift from Compliance to Trusted Advisor

Speakers: Andrea Coish, Partner, Advisory, KPMG; Mark Bradbury, Board Member and Audit Committee Chair, College of the North Atlantic and Memorial University of Newfoundland, Formerly Nalcor Energy, Corporate Treasurer and Chief Risk Officer; Leo D. McKenna, Chief Financial Officer, Workers' Compensation Board of Nova Scotia

Artificial Intelligence: Does Professional Judgement Matter?

Management Accounting/Finance
The Underrated CFO Mandate: Effective Lender Management

Moderator: Sharlene Locke, President, Personal Insurance Hub international

Panelists: Fred Burke, Former CFO, Treasurer and Officer for Hamilton Specialty Bar Inc.; Jean Macdougall, Vice President, Business Banking, BMO; Nabeel Baig, Controller and IT Manager, La Rocca Creative Cakes Inc.

Today’s CFO’s have a broad mandate, one which has expanded over the last 10 years to encompass additional accountabilities, for example in risk management specifically related to cyber security, data analytics, strategic and succession planning. Businesses are currently operating under increased market volatility across North America and globally due to uncertain political and economic risks. This uncertainty results in increased pressure on the financial markets and risk tolerances for bank lenders.

Managing the company’s primary lenders is for the most part an under rated and sometimes overlooked mandate of the CFO or Finance Lead. For the majority of capital intensive companies who rely on lender financing against inventory and receivables as well as capital financing, effectively managing cash flows and banking covenants in the immediate short term as well as forecasting medium and long term requirements is extremely critical to the success of all strategic goals for the business. And when companies are in transition mode, refinancing, re- negotiating existing primary lending agreements, restructuring, preparing for merger, sale or acquisitions the importance of managing their lender expectations is significantly increased and in most cases can make or break the success of completing the business transition.

This session explores the specific components CFO’s require to effectively manage their lenders expectations, especially in transition situations. Participates will benefit from the speakers’ real life experiences and learnings.

Organizational Strategies For Dealing With Uncertainty And Assessing Agility

Speaker: Dr. Wendy R. Carroll, PhD, Saint Mary’s University, Sobey School of Business, Department of Management, Associate, Professor, EMBA Program Director

Tax - Transforming Through Technology

Speaker: Jay Goodis, Co-Founder & CEO, Tax Templates Inc.

12:10 - 1:35
Networking Lunch

1:35 - 2:35

CFO As A Trusted Advisor

Speaker: Arun Thangaraj, Assistant Deputy Minister And Chief Financial Officer, Global Affairs Canada

Financial Reporting and Accounting
View from the Street: Leveraging Investor Insights to Improve Disclosure

Data Analytics: Evolve or Become Extinct?

Speaker: Kevin Kolliniatis, Partner, Audit, KPMG LLP

Does it really improve my world as management, member of an oversight Board or as an auditor?

AI (Artificial intelligence) and DA (Data Analytics) are all the rage with articles on the front of most finance, accounting and auditing publications. If you feel behind, you are likely in good company with most, if not all organizations. Our presenters will discuss their experiences implementing these revolutionary changes, tips on what to expect and how to make it successful by working together as finance, operations and your auditors. They will also share their experiences as to how audit committees are reacting.

Management Accounting/Finance
Predictive Analytics in Finance

Speaker: Dr. Shantanu Dutta, Associate Professor, Telfer School of Management, University of Ottawa

The Evolving Finance Professional

Moderator: Martin Ruben, Public Sector Consultant

Panelists: Michael Lemmer, President, ML6; Darlene Dasent, Vice President and CFO, University Health Network

As the finance function transforms, so does the required skillset to continue to grow your career. This session will discuss changing marketplace needs such as the demand for data analytics and STEM skills (science, technology, engineering and math) in finance. From the perspectives of a CFO, consultant and a member of the public sector as moderator, our panelists will share their firsthand experiences and discuss growth and learning opportunities for finance functions today. This includes; a varied path to the C suite that will continue to require a broader skillset and rethinking human talent in the finance function.

Effective Partnerships with Your Tax Advisors

Moderator: Rob Jeffrey, Executive Vice President, Armco Group of Companies

Panelists: Paul Festeryga, Partner, Stewart McKelvey; Brenda Belliveau, Partner, PwC; Geoff Baldwin, Secretary & Treasurer, Bragg Group of Companies

2:35 - 3:00
Networking Break

3:00 - 4:00
Keynote Address

Speaker: Duncan Stewart, Director of Research, Technology, Media and Entertainment, & Telecommunications, Deloitte

4:00 - 4:10
Conference Closing

This is the agenda for
Pre-Conference Optional Workshop: SUNDAY, SEPTEMBER 30, 2018
1:00 - 4:00
There’s Been a Cyber-Security Breach. Now What Happens?

Speakers: Kevvie Fowler, Partner, Cyber Risk and Trevor Binns, Manager, Risk Advisory, Crisis Management, Deloitte

This is the agenda for
Post-Conference Optional Workshops: WEDNESDAY, OCTOBER 3, 2018
Choose one of the following:

9:00 - 12:00
TGIF: Transform, Grow, Innovate Your Finance Function

Speakers: Blair Cook and Jennifer Nicholson, Executive Finance

9:00 - 12:00
Data analytics: Powerful Excel tools for today and tomorrow

Speaker: Carlo Lisi, Senior Audit Manager, TD Canada Trust

9:00 - 12:00
Professional Ethics: New Challenges and How to Meet Them

Speaker: Karen Wensley, Adjunct Lecturer In Professional Ethics, University of Waterloo

9:00 - 12:00
Tax Planning from Times Forgotten

Speaker: Trevor Daigle, Financial Security Advisor, Eastport Financial Group

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

9:00 - 4:00
The Future Ready Leader – Leading with Strategic Foresight

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

What does it mean to be a leader in exponential times? Research shows continued turbulence and exponential changes in the environment that today’s leaders have to be prepared for. The future-ready Leader is aware of the changing context and trends, predictive of where the trends are going and capable of leading adaptation inside the organization. You will learn about how to apply a framework to help you lead with strategic foresight and disrupt yourself before you get disrupted.

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

Financial Reporting and Accounting

Taryn Abate, Director, Audit and Assurance, RGS, CPA Canada
Leslie Batterton, Commercial Account Manager, RBC
Isabella Bertani, Partner, Collins Barrow Toronto
Jennifer Clement, Audit Partner, KPMG
Gregory Dilworth, VP, Investor Relations, Sun Life Financial
Karen Higgins, National Director of Accounting Services, Deloitte & Touche LLP
Ron Keefe, Counsel, Stewart McKelvey
Wendy Kei, Corporate Director, Ontario Power Generation
Laura MacLaughlin, Principal, Grant Thornton
Jim Medeiros, Lead Principal, Financial Reporting, Audit and Assurance Member Development and Support, CPA Canada

Management Accounting/Finance

Fred Burke, CFO, HB Steel in Hamilton
Richard Danis, Director, Finance, Defence Construction Canada
Karen Gosse, Vice-President Planning & Forecasting, Fortis Place
Jeanette Hill, Principal, Member Development and Support, CPA Canada
Erin Kelly, President & CEO, Advanced Symbolics
Raelene Kennedy, Controller, Nature’s Way
Mike Kennedy, CFO, Common Good Solutions (CIC) 
Lana Littlejohn, Director of Corporate Services, Association of Registered Nurses
Davinder Valeri, Director, Strategy Risk and Performance Management, Research, Guidance and Support, CPA Canada


Rob Jeffrey, Executive Vice President, Armco Group of Companies
Kelly Kolke, Partner, Grant Thornton
Vivian Leung, CPA Canada Program Director, Tax Education, Professional Learning and Development, CPA Canada
John Oakey, Partner, Collins Barrow
Denis St-Pierre, Partner, EPR Canada

Taryn Abate CPA, CA, CPA (IL) ; Leslie Batterton, BBA, PFP, CPA, CGA ; Fred Burke ; Jennifer Clement ; Richard Danis ; Greg Dilworth ; Karen Gosse, CPA, CA ; Jeanette Hill ; Rob Jeffery ; Ron Keefe ; Wendy Kei ; Erin Kelly ; Raelene Kennedy, CPA, CMA ; Kelly Kolke, BBA, CPA, CA ; Lana Littlejohn, CPA, CMA ; Laura MacLaughlin, CPA, CA ; Jim Medeiros ; Denis St. Pierre ; Davinder Valeri