Event Agenda

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This is the agenda for Day 1
Day 1 May 22nd, 2019
7:30 - 8:30
Registration and Continental Breakfast - Vendor Exhibit Area

Registration Sponsored by: Tableau Software

8:30 - 9:45
Opening Remarks and Keynote Address

Opening Remarks
Geneviève Grenier, CPA Canada and Michael Burns, 180 Systems

Opening Keynote Address
What’s Next for Your Business and Your Clients? A Look through the Lens of a Futurist
Speaker: Jesse Hirsh, Futurist, Researcher and Internet Strategist
Sponsored by: TD Canada

Jesse Hirsh

9:45 - 10:00
Change Break

10:00 - 11:15
Concurrent Sessions

 
Seeing Through the Fog of Cloud Computing

“Cloud computing” has been part of the technology lexicon since 2007. Yet, there is still considerable confusion as people use the term to refer to things that may not relate to its actual definition and scope. Is it simply web hosting? Is it an old book with a new cover? This session will attempt to demystify cloud computing and examine:

• Cloud vs. on premises
• Affording leading applications
• Basics in migrating to the cloud
• How migration can support digital transformation
• How migration can enable a mobile workforce.

Sponsored by: Calligo
Speaker: Scott Barrett, Calligo

 
Supercharging your Aging ERP: How to extend the life of an Ageing ERP through Digital Strategy

In this moderated session, you’ll benefit from a stimulating discussion, lively debate and interviews about the methods being used to make the right decision, at the right time, to meet the right objectives. Proven, innovative approaches to extend and enhance the life of your current system will be featured, and weighed against reacting to true and tested signs and red flags that have traditionally signalled the time to “bite the bullet”

Sponsored by: Treefrog
Speaker: Sean Stephens, Treefrog

 
AI – Ready for Prime Time?

Moderated by: Geoff Cronin, Grant Thornton
Featuring: Scott Zandbergen, Intuit and Dan Wesley, Workday

Artificial Intelligence (AI) has been used to describe various activities ranging from simple automation to in-depth thinking and interpretation algorithms. AI is ranked as the highest level of automation maturity, with the ability to develop ideas and apply continuous learning based on experience, resulting in automation that is able to think, learn, and interpret.

In this moderated session, Geoff will lead a fascinating discussion with a group of technology vendors currently testing AI boundaries; embedding and integrating AI enhancements into products and applications in accounting, operations and other contemporary business activities.

Sponsored by: Intuit, Mindbridge AI, Prophix and Workday
Featuring: Scott Zandbergen, Intuit; John Colthart, Mindbridge AI and Dan Wesley, Workday

Scott Zandbergen ; John Colthart

11:15 - 11:30
Change Break

11:30 - 12:45
Concurrent Sessions

 
Today’s Top Budget, Planning and Reporting Challenges and CPM Solutions

Moderated by: 180 Systems
Featuring: Dave Birch, Waterloo Brewing Co.

Corporate performance management (CPM) is transforming forward-thinking organizations; using insight harvested from BI systems to align strategy and execution, leading to efficiencies and an improved bottom line.

In this moderated session, you will hear from a customer of a leading provider of business performance on his experiences in addressing contemporary challenges in finance functions such as budgeting, forecasting and reporting, and how the implementation of successful performance management programs has improved his company’s key business drivers.

Sponsored by: Corporate Renaissance Group

 
vCFO – Becoming a Virtual Team Member

Some will suggest that whoever controls a client’s data (the bookkeeping function) controls the related compliance and advisory work.

In the present and into the near future Virtual Teams are quickly emerging. Many small entities do not have inhouse bookkeeping and financial expertise yet they will require more than a consultant – they require a Virtual CFO (vCFO) – a regular member of the team who is involved in all meetings and decisions like a full time CFO, just not full time.

In this session, Janeen will:
• Discuss the provision of bookkeeping services (or aligning with a bookkeeping provider)
• Explain the differences between a consulting role and a virtual team member’s role
• Define vCFO
• Illustrate how vCFO can be a profitable “advisory service” to offer
• Provide guidance on how do you establish a reliable revenue stream

Speaker: Janeen Stodulski, MNP LLP

Janeen Stodulski

 
How to use Blockchain to Address Today’s Business Issues

Moderated by Rick O’Dell, Manulife Financial

Blockchain technology facilitates distributed public ledger that hold unalterable data in an encrypted manner, ensuring transactions cannot be altered. While cryptocurrencies are the most common examples of blockchain utilization, the technology is being used in a wide range of business applications, including real estate, asset management, financial transactions and many more.

In this session, Rick will lead a panel including a prominent blockchain technology developer and a blockchain technology advisor, in a robust discussion that examines blockchain in use today. Successful, real life applications across multiple sectors will be illustrated.

Sponsored by: DLT Labs, PwC

Rick O'Dell.

12:45 - 2:00
Informal Luncheon and Networking – Vendor Exhibit Area

2:00 - 3:15
Concurrent Sessions

 
Process and Business Challenges and Solutions – CTO, MTO and ETO Manufacturing

Moderated by: 180 Systems

Configure to Order (CTO), Make to Order (MTO) and Engineer to Order (ETO) are manufacturing processes in which actual manufacturing begins only after a customer’s order is received. These environments must employ a flexible, adaptive and demand-driven approach to the manufacturing process.

In this moderated session, you will examine the unique challenges facing businesses in the CTO, MTO and ETO marketplaces today, and learn about proven solutions that are enabling organizations to improve business effectiveness and performance and enhance the ability to differentiate and the flexibility needed to achieve business goals in these specialized manufacturing environments.

Sponsored by: SAP and Illumiti

 
Process and Business Challenges and Solutions - Financial Services

Moderated by: 180 Systems

This moderated session will, through the effective use of short business scenarios, introduce you to a number of unique challenges being faced in specific business and process functions within the Financial Services Sector.

In a constructive format that combines interview, discussion, dialogue and debate, you will hear how particular solutions address the business challenges put forward, utilizing key product features along the way.

Sponsored by: Multiview Financial Software

 
The Realities of Cybersecurity Risk - Beyond the Myths and Misconceptions

Speaker: Sandy Boucher, Grant Thornton

Recent engagements by Grant Thornton have revealed that many companies do not properly understand the threats their businesses face, or the real impact a cyber-attack would have. In this session, based on findings from real breach investigations conducted over the past two years, Sandy will provide practical insights into cybersecurity risk today, and the steps that many organizations are still not taking to protect themselves.

Sandy will outline how to get started on the journey to improve your cybersecurity. You will learn about the top cyber security risks facing Canadian businesses; steps you can take to prepare your people, protect your critical information and infrastructure, and improve your cyber security maturity, as well as common mistakes, and tips on how to make immediate changes that can significantly improve the security of your organization.

Sponsored by: Grant Thornton

Sandy Boucher

3:15 - 3:30
Change Break

3:30 - 4:45
Concurrent Sessions

 
The Definitive ERP Road Map - A Microsoft Perspective

Get a glimpse of the Microsoft version of the future of ERP in this exclusive session. Learn about Microsoft’s current initiatives and how they plan to enhance their products in the short and medium-term.

In a wide-ranging and informative session, you’ll discover how some of today’s emerging technologies will be embedded into the next generation of ERP systems.

Time will be allocated for Q & A.

Sponsored by: Microsoft and Thinkmax

 
Future Tech - Changing Your World

In this session, Dwayne shares dozens of amazing advances in technology that are changing the world around us. Exponential technologies – like mixed reality, quantum encryption, nanomaterials, AI, human-robotic interaction and more – are affecting the way we build, create, communicate, distribute, organize, share and travel.

Through a series of rapid-fire examples, Dwayne will illustrate true disruption happening across multiple sectors, and ensure you are aware of these important trends so that you can participate in the dialogue revolving around them.

Sponsored by: BAI Bragonier & Associates Inc.
Speaker: Dwayne Bragonier, BAI Bragonier & Associates Inc.

Dwayne Bragonier

 
Three Stories - Real Life Case Studies in Migrating to the Cloud

This moderated session will consist of three fascinating accounts of real-life business scenarios from small panels consisting of your peers and senior representatives of a major service provider. Customers will detail their experiences in migrating on premises infrastructure into their computational platform into the Cloud. The service provider representatives will provide explanations along the way of technical requirements and process.

This is a unique opportunity to hear three different real-life stories with strong backgrounds, and different - even unusual – drivers, with significant examples of ROI.

It is recommended that you have a basic knowledge and understanding of cloud computing, or have attended the earlier session called “Seeing Through the Fog of Cloud Computing”

Sponsored by: Calligo
Moderated by: Gerry Wilton, BAI Bragonier & Associates Inc.
Featuring: Scott Barrett and Mike Turczyniak, Calligo

4:45 - 6:30
Networking Reception – Vendor Exhibit Area

Immediately following the technical sessions, you’ll benefit from a special gathering of today’s key vendors and developers of technology solutions; products designed to help your organization and your client’s businesses remain at the top of your marketplace.

The Vendor Exhibit offers you the unique opportunity to network with your peers and the exhibitors and assess the best new ideas and what’s coming in future from the developers; leading edge technology solutions! You can see and feel some of the most innovative products available in today’s marketplace!

Exchange ideas, share knowledge and develop the right technology solution strategy that’s right for you.

Please note that the Vendor Exhibit will be also be open during breakfast and lunch on Day One and Day Two

This is the agenda for Day 2
Day 2 May 23rd, 2019
7:30 - 8:30
Registration and Continental Breakfast - Vendor Exhibit Area

8:30 - 9:30
Concurrent Sessions

 
My ERP Journey from Selection to Implementation – Not for Profit

Moderated by: 180 Systems
Featuring: Rena Zhou, COSTI Immigrant Services

This session will feature an interview and dialogue between an independent technology consultant and a customer of a leading ERP developer specializing in the not for profit marketplace. You will hear from a peer about their real-life, ERP investment experiences; their journey towards a new ERP solution in their not for profit organization; including identification of business issues and needs assessment, research and selection, implementation and ongoing support.

Sponsored by: Sparkrock

 
RPA Moves to the SME/P Mainstream

Robotic Process Automation (RPA) is a technology application that automates manually repetitive tasks, thereby creating efficiencies in a company’s operations. RPA “removes the machine from the person”, freeing them up to focus on more value-add work.

This moderated session will feature a leading RPA vendor along with a major tech advisory firm in a lively panel discussion and debate:

• What RPA does and doesn’t do
• Why RPA is not the same as Artificial Intelligence (AI)
• How RPA can deliver ROI in a short time by building upon existing applications and systems
• How RPA can result in faster cycle times and reduced errors

The session will also feature a competition, pitting an RPA Bot against humans

Sponsored by: UiPath, PwC
Moderated by Asif Qayyum, PwC
Featuring: Jonathan Ouimet, UiPath

Asif Qayyum

 
BI Hands-on Workshop

In this Tableau-focused workshop, you will benefit from:
1. An overview of Self-Serve Visual Analytics & Business Intelligence powered by Tableau Software
2. Examples of real-world success stories featuring speed to insight and innovation
3. Hands-on workshop exercises using Tableau to go FROM DATA TO INSIGHT

In addition, you will need to:
1. Bring your own laptop
2. Download Tableau Desktop available at www.tableau.com
3. View Tableau Getting Started (Recommended) https://www.tableau.com/learn/tutorials/on-demand/getting-started

Presented and Sponsored by: Tableau Software
Speakers: Derek Nogiec and Saad Ansari, Tableau Software


Pre-registration required, limited seating
(1.5 Hours, Begins at 8:00AM)

Derek Nogiec

9:30 - 9:45
Change Break

9:45 - 10:45
Concurrent Sessions

 
My ERP Journey from Selection to Implementation – Manufacturing and Distribution

Moderated by: 180 Systems

This session will feature an interview and dialogue between an independent technology consultant and a customer of a leading ERP developer, focused on the manufacturing and distribution sector. You will hear from a peer about their real-life, ERP investment experiences; their journey towards a new ERP solution for their manufacturing & distribution operations; including identification of business issues and needs assessment, research and selection, implementation and ongoing support.

Sponsored by: Microsoft and Thinkmax

 
My HR System Journey from Selection to Implementation

Moderated by: 180 Systems

This session will feature an interview and dialogue between an independent technology consultant and a customer of a leading HR enterprise solution developer. You will hear from a peer about their real-life, ERP investment experiences; their journey towards a new HR solution in their organization; including identification of business issues and needs assessment, research and selection, implementation and ongoing support.

Sponsored by: Automation Anywhere

 
Mandatory Breach Notification

As of November 1, 2018, organizations subject to The Personal Information Protection and Electronic Documents Act (PIPEDA) will be required to report breaches of security safeguards involving personal information that pose a real risk of significant harm to individuals, notify affected individuals, and keep proper records of all breaches.
In this session, you will learn the essential steps to enhance your organization’s and client’s breach response plan to address the recent legislation.

10:45 - 11:00
Change Break

11:00 - 12:00
Concurrent Sessions

 
Hit the ground running - Practical advice in implementing new technology

A unique panel of independent consultants in an open forum offering valuable advice, sharing knowledge and expertise, and providing insights gleaned from years of experience. Come prepared with your toughest questions, your important concerns and pressing issues….AND, be prepared for candid answers and innovative observations that may completely change the way you look at implementing new technologies in your organization or your firm, and how you advise clients on technology issues.

Your questions and concerns will determine the direction of these session.

Featuring: Michael Burns, 180 Systems; Geoff Cronin, Grant Thornton; Steve Litwin, Litcom Consulting Inc. and Peter Hargitai, PwC

Michael Burns ; Peter Hargitai

 
Ask a Tech Expert – An SMP Focus

Featuring: Dwayne Bragonier, BAI Bragonier & Associates Inc.

A open forum offering valuable advice, sharing knowledge and expertise, and providing insights gleaned from years of experience. Come prepared with your toughest questions, your important concerns and pressing issues….AND, be prepared for candid answers and innovative observations that may completely change the way you look at implementing new technologies in your organization or your firm, and how you advise clients on technology issues.

Your questions and concerns will determine the direction of these session.

Dwayne Bragonier

12:00 - 1:00
Lunch and Networking - Vendor Exhibit Area

1:00 - 2:15
Concurrent Sessions

 
My ERP Business Case – Fact or Fiction?

Moderated by: Michael Burns, 180 Systems
Featuring: Frank Di Liso, TMX

Sometimes you have no choice in the investment of a new system. For example, the existing system is supported by 1 person about to retire. However, some organizations do not want to proceed unless there is a compelling business case. But is the business case fact or fiction? It is often fiction if the preparer of the business case was also highly motivated to obtain a new system. It’s easy to know whether the costs are accurate. But is there any evidence that the benefits were realized?

In this moderated session, you will learn whether actual, real life business cases from TMX, that were used to justify ERP investments, were fact…fiction…or somewhere in between.

Sponsored by: Workday
Moderated by: 180 Systems
Featuring: Frank Di Liso, TMX

Michael Burns

 
My RPA Journey from Selection to Implementation

This session will feature an interview and dialogue between an independent technology consultant and a customer of a leading RPA developer. You will hear from a peer about their real-life, RPA investment experiences; their journey towards a new RPA solution, from identification of business issues and needs assessment, research and selection, implementation and ongoing support.

Sponsored by: UiPath and PwC
Moderated by: Ryan Pictor, PwC
Featuring: Scott Murray, IBI Group

 
How Does CRM Drive Growth and Increase Access to Capital for your Customers

Speaker: Ashu Avasthi, Grant Thornton

Traditionally CRM is thought of as a sales tool. In this session, Ashu will explain how ever increasingly, CRM is being leveraged for multiple uses in an organization including to predict financial results and gain access to capital. Financial professionals who do this are able to provide more insight and value to the organization and thus directly impact the growth of the business. Why, because looking at leading performance indicators of a business informs actions that can be taken to impact the business in real time vs. simply reporting on lagging results at which point, we cannot change the result.

Sponsored by: Grant Thornton

Ashu Avasthi

2:15 - 2:30
Change Break

2:30 - 3:30
Concurrent Sessions

 
My ERP Journey from Selection to Implementation – Professional Services

This session will feature an interview and dialogue between an independent technology consultant and a customer of a leading ERP developer, focused on the professional services sector. You will hear from a peer about their real-life, ERP investment experiences; their journey towards a new ERP solution for their professional services business; including identification of business issues and needs assessment, research and selection, implementation and ongoing support.

 
Today's Business Process Challenges and HR Solutions

This moderated session will, through the effective use of short business scenarios, introduce you to a number of unique challenges being faced in specific business and process functions within the HR function.

In a constructive format that combines interview, discussion, dialogue and debate, you will hear how particular solutions address the HR system challenges put forward, utilizing key product features along the way.

Sponsored by: LeadingEdge Payroll Group
Moderated by: 180 Systems
Speaker: Ian J. Mise, LeadingEdge Payroll Group

 
Leveraging Edge Computing

Edge computing is about identifying, collecting, and analyzing data closer to where data is generated rather than in centralized servers and systems (the Cloud). One of the most important benefit from leveraging edge computing, is increased network performance by combatting latency.

While not yet mainstream, it’s estimated that by the end of 2020, 5.6 billion enterprise and government owned IoT devices will be using edge computing to collect and process data (Business Insider Report). Proponents of the technology claim that it’s safer because data is not traveling over a network, while opponents claim that edge computing is less secure because the natural susceptibility of IoT devices.

Learn about this latest networking topology. Prepare your organization and your clients for the improved operations that will come with leveraging edge computing.

Sponsored by: PwC

3:30 - 3:45
Change Break

3:45 - 4:30
Closing Keynote Address

What Now? A Post-National Tech Forum Action Plan

Speaker: John Colthart, VP of Growth, Mindbridge AI

John Colthart

4:30
Closing Remarks

Geneviève Grenier, CPA Canada and Michael Burns, 180 Systems

This is the agenda for Day 3
Day 3 May 24th, 2019 - Optional Workshops
9:00 - 3:00
The Hitchhikers Guide to Technology Solutions

Led by Michael Burns, 180 Systems

Whether in industry or in a professional services firm, this workshop will help you prepare for your organization’s investment or your upcoming client technology investment engagement.

In this full-day session, you will benefit from insights gathered over many years by a team of leading experts who will provide you with guidance based on their extensive experience and real-life engagements.
Learn today’s best practices; what works well and what doesn’t:

• What is best practice? Examples and cases will be discussed
• The Business Case
• Effective Contract Negotiation, with proven strategies
• Smart Software Selection - how to document needs and secure a good fit
• Successful Implementation
• Project Management Methodologies
• Lean Management
• Change Management

Held at CPA Canada offices - 277 Wellington St West

Michael Burns

9:00 - 12:30
Hands-on Blockchain Workshop

Led by Behram Faroogh, PwC

Extend the benefits of attending Forum 2019 by registering for this special ½ day Hands-on Blockchain Workshop. You will learn what blockchain is all about by seeing and experiencing it for yourself, in a sandbox environment created especially for the workshop.

We’ll remove much of the hype and make blockchain and its benefits much simpler to understand and appreciate as you learn how applications can be built using the technology.

Sponsored by: PwC
Held at CPA Canada Offices - 277 Wellington St West

Behram Faroogh

This is the agenda for
2019 Forum Advisory Committee
 
Thank you to our advisory committee members

Dwayne Bragonier, President, BAI Bragonier & Associates Inc.

Michael Burns, Principal Consultant, 180 Systems

Frank Colantonio, Principal Consultant, FC Associates

Geoff Cronin, National Advisory Service Line Leader, Grant Thornton

Behram Faroogh, Partner, PwC

Rick O’Dell, Managing Director, Global Real Estate Operations, Finance and Transformation, Manulife Financial

Maura O’Shea, VP Finance Improvement and Controls, Bell Canada

Geneviève Grenier, Director, Professional Programs, Member Development and Support, CPA Canada

Anne-Marie Laderoute, Principal, Partner Programs and Specialty Area Credentials, Member Development and Support, CPA Canada