National technology forum 2020

Explore new technologies that are revolutionizing accounting and finance. Find out how you can take advantage of best-fit digital solutions and emerging business trends to work smarter, ignite growth and keep innovating.

Event Details

Jointly Presented By:

CPA Canada and 180 Systems

Location and date:
Toronto May 25-26, 2020

In today’s world, digital disruption has become a given. Are you ready for what’s next?

Join a unique group of professionals from across the country who work in public practice, consulting, finance and other industries to explore new technology solutions. Over the course of two days, you will be able to network with peers and experts in a practical, hands-on environment with an extensive trade floor where everything is grounded in real-world application.

You can expect high profile keynotes from the tech world and sessions with guidance on how to determine best-fit solutions, plus feature comparisons, roundtables, panels and more. You’ll also learn about the latest tech strategies to help you support innovation, performance and sustainability for your organization or clients.

New this year: A learning lab option, which provides even more opportunities to get involved with firsthand demos from select vendors. Check back soon for updates to the 2020 agenda.

Optional post-conference workshop

Hitchhiker’s Guide to Technology Solutions
May 27, 2020 | 6 CPD hours
CPA Canada’s Toronto office

Special offers/promotions

Early bird: Register by February 25, 2020 to receive a coupon for $100 off for your next purchase from CPA Canada.

Get free access to complementary resources

Until March 31, 2020, receive direct access to invaluable free resources that will complement your Tech Forum learning experience. These relevant resources include:

  • A CPA's introduction to AI: From algorithms to deep learning
  • How are big data and AI transforming accounting and finance?
  • Introduction to blockchain technology

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


12 CPD hour(s)
Pricing & registration

Topics include:

  • blockchain technology
  • artificial intelligence
  • robotic process automation
  • the enterprise solutions life cycle
  • optimizing customer experiences
  • BI, CRM, CPM and HR challenges
  • virtual offices and remote staff
  • edge computing and the internet of things
  • cybersecurity and privacy issues
  • emerging technologies for business

Who should attend?

Accounting and finance professionals, as well as a variety of trusted business leaders who are responsible for technology investment decisions. This includes:

  • CFOs and CIOs
  • vice-presidents
  • directors
  • controllers
  • advisors
  • partners and managers
  • technology consultants

More Details:

Session Descriptions

Registration and Continental Breakfast
205-206 Foyer
Room 205-206

Opening Remarks
Jeanette Hill, CPA Canada and Michael Burns, 180 Systems
Room 201-202

Jeanette Hill ; Michael Burns

Opening Keynote - Alfredo Tan, Chief Digital & Innovation Officer, WestJet Airline
From the Interns to the CEO: Building a Cohesive Culture of Innovation
Sponsored by TD Insurance
Room 201-202

At WestJet Airlines, Alfredo C. Tan is responsible for building a culture of innovation—and, while he’s at it, transforming the customer experience across all digital channels and touch points. How does he tackle this massive responsibility? And what can you learn from his successes (and his failures)?

In this talk, Alfredo reveals the values your company needs to embody if it wants to truly embrace the future and stay ahead of change. He shares forward-thinking examples and methods you can start implementing right away. And he makes even the most high-tech concepts accessible for any audience. Focus on impact, says Alfredo—don’t get stuck doing business the way it was done 30 or 40 years ago. It’s time for your entire organization to champion innovation and welcome a new level of success.

Alfredo Tan

Session Change Break

Concurrent Sessions

Driving Digital Change through Finance: A Customer Journey Session
Sponsored by Workday

Managing Change in a Cloud Accounting Journey
Sponsored by Intuit

Networking Coffee Break
Room 205-206

Concurrent Sessions

Enterprise Solutions – Customer Journey
Sponsored by Novipro/Infor

Informal Luncheon and Networking
Room 205-206

Concurrent Sessions

Networking Coffee Break

Concurrent Sessions

Today’s Business Issues & Solutions – Digital Transformation
Sponsored by Grant Thornton

The Walmart Freight and Payment Network – A Blockchain Success Story
Sponsored by DLT Labs

Session Change Break

Lessons Learned from Fast Adopters of Emerging Technology in the Accounting Function by Gartner
Speaker: Dennis Gannon
Room: 201-202

Digital technology holds incredible promise for transforming finance and accounting, but too many organizations approach digital investments with an outdated playbook, old assumptions about technology, and insufficient understanding of key terms and distinctions. Learn how and where accounting teams are using Robotic Process Automation to lay the groundwork for a fully digitized future, and hear what they’ve learned about quickly and fully realizing the benefits of RPA and other emerging technologies.

Networking Reception
Room 205-206

Take in the Vendor Exhibit while at NTF20 and benefit from a unique 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. Network with peers and exhibitors and assess leading edge technology solutions! Exchange ideas share knowledge and develop the right technology solution strategy that’s right for you.

Note: Food and Beverage Service ends at 7:00 pm

Registration and Continental Breakfast
205-206 Foyer
Room 205-206

Hands-on Session
Sponsored by Caseware

Hands-on Session Financial Reporting and Analytics: A Look Forward
Sponsored by Workday

Session Change Break

Concurrent Sessions

Ready, Fire…Aim? Why technology-based cybersecurity solutions are failing small business.
Sponsored by Cybersecurity Compliance Corp.
Speaker: Jeff Dawley, President, Cybersecurity Compliance Corp.

It’s 2020 and by now you have had any number of companies call, email or accost you in an elevator, championing their latest and/or greatest firewall, detection software, virus protection or other equally impressive piece of technology designed to protect your online assets from the very real threat of a cyberattack.
Technology is an important piece of your cybersecurity defenses, but it is only one of several important elements of a complete cybersecurity environment.
It is important for small businesses to look at their entire cybersecurity environment, including awareness, education, compliance, gap-identification, along with technology risks and solutions. Using one of a number of globally-accepted cybersecurity frameworks, you can quickly and easily identify the best first steps for increasing your cybersecurity defenses, and creating a roadmap for improving those defenses over time.

Jeff Dawley

Today’s Business Issues & Solutions – Finance Transformation
Sponsored by Grant Thornton

Networking Coffee Break
Room 205-206

Technology Thought-Leaders Panel
Moderated by Michael Burns, 180 Systems
Room 201-202
Michael Burns

Informal Luncheon and Networking
Room 205-206

Concurrent Sessions

Enterprise Solutions – Customer Journey Manufacturing and Distribution
Sponsored by Epicor/SixS

Cybersecurity Stories
Sponsored by Grant Thornton

Networking Coffee Break
Room 205-206

Concurrent Sessions

Building an End-to-End Supply Chain Solution: A Customer Journey
Sponsored by Edisoft

Session Change Break

Closing Keynote Address: Amy Vetter, CEO, The B3 Method Institute
The Connected Leader: Creating an engaged culture one employee at a time
Room 201-202

In this age of technology disruption, everything is changing around us. We sometimes can feel like we don’t know where our anchor is - what will stay the same, what will change, and what we can depend on.

We can find that when implementing change in our organization, individual patterns of behavior can show up in ways that prevent the business from making progress and embracing the opportunities ahead. While we are focusing on change management in our organizations and what the future of our work will look like, we should also be spending an equal amount of time creating stronger human connections.

With time and dedication, you can learn to become a connected leader and employee who contributes to cultivating an engaging and fulfilling work-life culture for yourself, your team and colleagues. During this talk, Amy will take you on an emotional journey of self reflection. You will discover more compassion for yourself and others, be more mindful at work and in your personal life, and improve how you communicate to achieve the desired outcomes together as a team.

Amy Vetter

Closing Remarks
Jeanette Hill, CPA Canada and Michael Burns, 180 Systems
Room 201-202
Jeanette Hill ; Michael Burns

The Hitchhikers Guide to Technology Solutions
Led by Michael Burns, 180 Systems

This workshop is an ideal way to top off your Forum experience. Whether you are 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:

- The Business Case
- Software Selection
- Contract Negotiation
- Software Selection
- Software Implementation
- Lean Primer
- Project Management and Change Management

Workshop Location: CPA Canada Office (277 Wellington St West, Toronto)
Michael Burns

Thank you to our advisory committee members
Natalia Ameline, Cryptochicks
Dwayne Bragonier, BAI Bragonier & Associates Inc.
Michael Burns, 180 Systems
Frank Colantonio, FC Associates
Geoff Cronin, Grant Thornton
Behram Faroogh, Technology Consultant
Craig Fookes, Qtrade Financial Group
Shawn Ford, Ontario SPCA and Humane Society
Jeanette Hill, CPA Canada
Anne-Marie Laderoute, CPA Canada
Diane Lee Sousa, EIC Shared Service
Tarak Saha, FICANEX
Peter Tingling, Simon Fraser University
Rolandi Treska, PwC
Natalia Ameline ; Dwayne Bragonier ; Michael Burns ; Frank Colantonio ; Geoffrey Cronin ; Behram Faroogh ; Craig Fookes ; Jeanette Hill ; Tarak Saha ; Peter Tingling ; Rolandi Treska

Venue[s] and Accommodation[s]


Metro Toronto Convention Centre – North Building
255 Front St. West , Toronto, ON M5V 2W6

The award-winning Metro Toronto Convention Centre (MTCC) is Canada’s largest and one of North America’s leading convention centres. Its three-year, $29 million modernization project is complete. The project features a new design, functionality and upgraded finishes. The MTCC is known for its top-of-class service, first-class venue, in a world-class city. And yes, it’s the only facility that has hosted both a G20 and a G7 Summit. Located in the heart of downtown Toronto, plenty of dining, great hotels, shopping and fun things to do are all within easy walking distance. The MTCC certainly has it all.


InterContinental Toronto Centre Hotel
225 Front Street West, Toronto, ON M5V 2X3

Participants are responsible for booking their own accommodation.

A block of guestrooms has been reserved for the conference group at a discounted rate.

Book early to avoid disappointment at Book Online or phone 1-800-235-4670

You may also be interested in:

Data can be beautiful and complex. It’s also changing the way businesses make decisions. Learn how to use data to produce financial insights that drive results in this five-course program focused on data management.

Cybersecurity can be a business challenge – or an opportunity. Develop the skills you need to make strategic decisions about IT, fight cyber threats and protect your company’s digital assets in this two-course certificate program.


Please contact:

Member Development and Support
Tel: 1-800-268-3793

Reshma Oza, program manager
Tel: 416-204-3931

Frank Colantonio, Sponsorship and exhibitor opportunities; technical program

Michael Burns, Sponsorship and exhibitor opportunities; technical program

Nabil Hasbun, Sponsorship and exhibitor opportunities