The ONE national conference 2018

The ONE is Canada’s must-attend, multi-track CPA event of the year. Stay at the top of your game with future-focused sessions, thought-provoking keynotes, prime networking opportunities and a first-class exhibition floor.

Event Details

Location and date:
Halifax October 1-2, 2018

Join 1,000 CPAs who are making a difference in business, accounting and finance, and don’t miss out on this unforgettable learning experience.

This year’s conference theme is Sustainability through adaptability.

With globalization, new technologies and the rise of significant environmental, social and political issues, business leaders are facing change and uncertainty. It’s critical that Canadian CPAs are able to adapt and help organizations stay ahead of the curve.

Adaptability is also crucial if organizations are to become more sustainable and develop innovative strategies for long-term profitability. The ONE speakers will be addressing these issues and will provide tools, tactics and resources to help CPAs navigate change.

Choose from a variety of sessions and panels in our interactive streams and earn additional CPD hours by adding on a pre- or post-conference workshop.

Presented by CPA Canada in cooperation with CPA New Brunswick, CPA Newfoundland and Labrador, CPA Nova Scotia and CPA Prince Edward Island

See Frequently Asked Questions for the following additional information:

  • pricing
  • optional workshops
  • networking events

View the agenda

Additional options and pricing may be available. See pricing and registration for more details.



starting at $1,095.00

14 CPD hour(s)
Pricing & registration

More Details:

Session Descriptions

Registration and Continental breakfast

Welcome remarks

Keynote address
Speaker: Kai Kight, Innovator, Speaker, Violinist

Session Change Break

Tracks:

The Future-Ready Finance Leader: What Got You Here, Won’t Get You There
Speaker: Tom Hood, Chief Executive Officer, Business Learning Institute

The Buzz Around Blockchain
Speaker: Vernon Joseph, Security Consultant, Network Test Labs Inc.

Accounting Standards Update
Speaker: Linda Mezon, Chair, Accounting Standards Board

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.

Networking Break

Tracks:

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.

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

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.

Topics:
• 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

Continuation:
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.

Networking Lunch

Tracks:

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.

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.

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

Networking Break

CFO of the Year

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

Networking Reception

Continental breakfast

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

Session Change Break

Tracks:

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

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

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

Networking Break

Tracks:

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

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?

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.

Networking Lunch

Tracks

CFO As A Trusted Advisor
Speaker: Arun Thangaraj, Assistant Deputy Minister And Chief Financial Officer, Global Affairs Canada

View from the Street: Leveraging Investor Insights to Improve Disclosure

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

Networking Break

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

Conference Closing

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

Choose one of the following:

TGIF: Transform, Grow, Innovate Your Finance Function
Speakers: Blair Cook and Jennifer Nicholson, Executive Finance

Data analytics: Powerful Excel tools for today and tomorrow
Speaker: Carlo Lisi, Senior Audit Manager, TD Canada Trust

Professional Ethics: New Challenges and How to Meet Them
Speaker: Karen Wensley, Adjunct Lecturer In Professional Ethics, University of Waterloo

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

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.

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

Tax

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

Venue[s] and Accommodation[s]

Venue[s]:

Halifax Convention Centre
1650 Argyle St., Halifax, NS B3J 0E6
t.:(902) 421-8686


Accommodation[s]:

Halifax - Delta Hotel
1990 Barrington Street, Scotia Square, Halifax, NS B3J 1P2
t.:902-425-6700

Room rate: $179/night

Halifax Marriott Harbourfront Hotel
1919 Upper Water St, Halifax, NS B3J 3J5
t.902-421-1700

Room rate: $209/night

Homewood Suites by Hilton
1960 Brunswick St, Halifax, NS B3J 3J8
t.902-429-6620

Room rate: $224/night

Rates are available three days prior and three days post-conference, subject to availability.

Hotel reservations are the responsibility of the participant. CPA Canada has arranged for special conference rates at the following hotels. Contact the hotel directly and identify yourself as a participant of The ONE national conference 2018 to qualify for the special rates.


Frequently asked questions:

Pricing

New pricing structure:
Members: $1095
ACAF holders: $1145
Non-members: $1195

Group discount:

Groups of 10 or more are eligible for a 10 per cent conference registration discount. Please contact our customer service team to book.
Please note that this discount cannot be combined with other offers.

Optional workshops available:

Pre-conference workshop (Sunday, September 30):

  • There’s been a cyber-security breach. Now what happens? (Fee: $395)
Concurrent post-conference workshops (Wednesday, October 3):
  • TGIF: Transform, Grow, Innovate Your Finance Function (Fee: $395)
  • Data analytics: Powerful Excel tools for today and tomorrow (Fee: $395)
  • Professional Ethics: New Challenges and How to Meet Them (Fee: $395)
  • Tax Planning from Times Forgotten (Fee: $395)
  • Become a CPA brand ambassador and help build the value of your profession (Free. Note: This workshop does not qualify for CPD.)
  • Additional full-day post-conference workshop: The Future Ready Leader – Leading with Strategic Foresight (Fee: $795)

Participants must attend the 2018 conference in order to attend a workshop.

Networking Events

Sunday, September 30

Pre-Conference registration will be held in the Ballroom foyer of the Halifax Convention Centre from 12-4 p.m., Sunday, September 30, and is required for all activities taking place prior to the conference. At the time of registration, you will be provided with your name badge and ticket(s) which are required for access to any of the following:

Pier 21:

Step into the past and experience what it was like to immigrate to Canada through Pier 21, the entry point for one in five Canadians between 1928 and 1971. Complimentary to conference attendees and their families with early registration. Spaces are limited.

Designated tours are scheduled at 2:00 p.m. and 3:00 p.m. You may explore the exhibit at your leisure as well.

Pre-conference reception at Alexander Keith’s Brewery:

Network with conference attendees while enjoying the one-of-a kind, award-winning theatrical tour of Alexander Keith's original Brewery! Experience, a “Real Nova Scotia Good Time” with songs, stories, and - of course - a fine variety of Mr. Keith's ales. Complimentary to conference attendees only with early registration. Spaces are limited.

Monday, October 1

Conference networking reception:

Following the day’s sessions, join attendees, speakers, sponsors and exhibitors for The ONE’s epic networking reception. Sample Atlantic food favourites and enjoy a beverage or two while visiting conference exhibitors and meeting fellow CPAs. Complimentary to conference attendees only.

Additional

Glen Arbour Golf Course: Enjoy 20 per cent off green fees and power cart seat pricing at Glen Arbour – an expertly designed and meticulously maintained public course for golfers of all abilities, offering challenging greens and beautiful scenery.  Please call 902 835 4653 ext 8 OR book online and use promo code CPA20.
Complimentary to conference attendees and their families.

Enjoy 15 per cent off at restaurants located minutes away from the Halifax Convention Centre between Sunday, September 30 and Tuesday, October 2, including Antojo, Stubborn Goat and Durty Nelly’s, when you show your registration badge and mention CPA Canada.

Additionally, receive exclusive special offers by showing your badge at participating local businesses.

Contacts

Please contact:

Member Development and Support
Tel: 1-800-268-3793
Email: customerservice@cpacanada.ca