CPA Ontario's Ethics Conference: Navigating Grey Areas

Jun 22, 2023



JUN 22



8:30 AM - 3:00 PM




4 Hours


4 Hours


Registration open until

Jun 19, 2023


Join us virtually on June 22 to understand the critical role CPAs play in aspiring to the highest standards of professional independence, objectivity and competence.

Learn how to navigate the grey areas of ethics in business from Canadian thought leaders. Walk away with practical learnings as you hear real-life case studies and questions from CPAs on their latest ethical dilemmas. This conference is relevant for all CPAs and finance professionals who want to incorporate ethical best practices in their business operations.

Key Takeaways:

  • How to align your values to the Code of Conduct
  • The application of ethical frameworks in your decision-making
  • Social and environmental implications of governance disasters
  • The impact of corporate misconduct and fraud
  • Anonymous real-life ethical dilemmas

Share Your Ethical Dilemma, Win an Exciting Prize

WHAT: We invite you to submit your workplace ethical dilemmas for our Ethics Expert Q&A Segment: Insights from the Code with Bob Forsyth, FCPA, FCGA, CFI (Ret.), MBA, MA .

WHY: We all have instances in work and life where we wish we could consult an expert for advice. Here’s your chance to get a live response from an industry expert on your professional ethical dilemma.

HOW: All registrants for the conference are invited to submit a dilemma using the form below. Bob will answer selected dilemmas at our virtual event. If your submission is featured, it will be presented anonymously, and you will win a CPA Ontario prize pack which includes a coffee mug and backpack.

Click here for our submission form


8:30 a.m. – 9:00 a.m.Networking
9:00 a.m. – 9:15 a.m.Host Opening Remarks

Garth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc

9:15 a.m. – 10:15 a.m.Opening Keynote - Carl Oxholm, FCPA, FCA, COC

Topic: Are Your Values Optional?

Key Takeaways:

  • Keep your organization's mission, vision, and values at the forefront of your strategic objectives and in your daily work
  • Recognize mistakes that leaders make when they deviate from values-based leadership – not admitting to fallibility, lack of adaptability and leading without empathy
  • Determine how to live up to the behavioral expectations of an organization's brand
10:15 a.m. - 10:25 a.m.Short Break
10:25 a.m. - 10:55 a.m.Arun Mathur, FCPA, FCA

Topic: Navigating Ethical Dilemmas

Description: Ethical dilemmas may arise in the course of your work. It’s essential to put in place risk management strategies to help prevent unintended consequences for you, your clients, and other stakeholders.

Key Takeaways:

  • Recognize situations and threats that challenge ethical behavior
  • Explore ethical frameworks for resolving ethical challenges
  • Make ethical decisions with confidence
  • Implement ethical practices in your own organization
10:55 a.m. - 11:05 a.m.Short Break
11:05 a.m. - 11:35 a.m.Karl George, MBE

Topic: Ethical Decision-Making and the Role of ESG. Explore corporate disasters as a result of bad governance and explain the social and environmental impact.

Key Takeaways:

  • Outline the appropriate steps to take for ethical decision-making
  • Understand the role of equality, diversity, and inclusion in decision-making
11:35 a.m. - 11:45 a.m. Short Break
11:45 a.m. - 12:15 p.m.Jennifer Lynch, MBA, CPA, CMA, CFE, CFI, CBV, ABV

Topic: Shining a Light on Corporate Misconduct

Key Takeaways:

  • Overview of the legal and regulatory frameworks that protect whistleblowers
  • Understand the importance of whistleblowing in uncovering fraud, misconduct, and wrongdoing
  • Review the challenges and risks that whistleblowers face
  • Moral and ethical dilemmas that whistleblowers encounter
12:15 p.m. - 1:00 p.m. Lunch Break / Networking
1:00 p.m. - 1:30 p.m.Robert Forsyth, FCPA, FCGA, MBA, MA

Topic: Expert Q&A: Insights from the Code – with Bob Forsyth. Our expert will review and discuss CPA Ontario member submitted ethical dilemmas.

Key Takeaways:

  • Hear about situations and threats that challenge ethical behavior
  • Examine real-life ethical workplace scenarios
1:30 p.m. - 1:40 p.m.Short Break
1:40 p.m. - 2:40 p.m.Closing Keynote: Brittany Kaiser Co-Founder at Own Your Data Foundation, Author, & Cambridge Analytica Whistleblower

Topic: Join our host Garth Sheriff in a fireside chat with Brittany about her experience as an Internationally known whistleblower, entrepreneur, activist, and globally recognized expert in data protection, technology, and legislative reformist.

Key Takeaways:

  • Hear stories from the Cambridge Analytica whistleblower
  • Listen to one of the top speakers in the world on digital assets. Brittany was named to and Cointelegraph’s “Top 100 Most Influential People in Crypto and Blockchain" list for her advocacy work
  • Learn why Brittany concentrates on the convergence of technology and ethics through education, advocacy, and her technology advisory work
2:40 p.m. - 3:00 p.m.Host Closing Remarks

Garth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc

Are you interested in speaking at one of our conferences?

Click here for our speaking proposal form.

Are you interested in being a sponsor for one of our conferences?

Click here for our conference sponsor form.


$139.00 Personal Passport

$149.00 Organization Passport

$199.00 Member

$199.00 Student

$239.00 Public

Status: Registration open until Jun 19, 2023





Portrait of Garth SheriffGarth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc the founder of Sheriff Consulting and provides continuing professional development (CPD) courses in areas of leadership, communication, and assurance. Garth has worked as an assurance professional and learning provider for over 20 years. He has also acted in various stage and film productions and is a graduate in improvisation from The Second City and a proud member of ACTRA.


Portrait of Carl OxholmCarl Oxholm, FCPA, FCA, COC, is Founder and CEO of Virtue Compass Inc. (“VCI”). Using modern science and ancient wisdom, VCI addresses both challenges with remarkable, positive impact. Prior to creating VCI, Carl spent almost 30 years with PwC Canada in a variety of executive leadership roles. A Lead Partner on some of PwC’s largest national (and global) priority clients, he enjoyed testing the power of positive influence. As PwC Canada’s National Leader of Culture & Leadership he developed PwC’s service offering around enhanced Emotional Intelligence (“EI”) - increasing one’s capacity to cope and thrive amidst growing demands and expectations. He is a Certified Optimize Coach and was PwC Canada’s National Partner Coaching Leader, where he led a faculty of professional external coaches, sat on several of PwC’s global steering committees, and was a founding member of both the PwC Canada Charitable Foundation and its Women in Leadership programs. Carl has travelled the world providing talks and facilitating workshops that involve culture change, EI and leadership development. Having helped numerous global companies, not-for-profit organizations, and Professional Associations alike, he often says that it is his privilege and pleasure to serve wherever needed.

Portrait of Arun MathurArun Mathur, FCPA, FCA, is the owner and lead instructor at UltimQuest Knowledge. He has over 40 years experience as a professional accountant, trainer, board member and community leader. He has presented to thousands of CPAs and business professionals around the world on business ethics, improving governance, ESG and related topics. He explains how operating ethically results in a return on investment to individuals and to businesses. In 2018, he was awarded the FCPA designation from CPA Ontario. This fellowship is a recognition as a leader in the profession. He hopes to inspire the next generation of professional accountants to achieve fulfilling careers that create a positive impact in our society.

Karl GeorgeKarl George, MBE, is a thought leader and internationally established consultant in governance. He is a visiting professor with an honorary doctorate, and an established author. He is also a Partner and head of Governance at the leading professional services firm RSM. Karl created The tgf Governance Code, The RACE Equality Code and the Effective Board Member Programmes, and works with boards and senior executives in the private, public and voluntary sectors and has over twenty five years’ combined experience in accountancy, business and strategic development. Karl a qualified accountant and Fellow of the global international body for governance practitioners ICSA: The Chartered Governance Institute. Karl’s latest book Governance 3.0 provides an international perspective on modern governance.

Portrait of Jennifer LynchJennifer Lynch, MBA, CPA, CMA, CFE, CFI, CBV, ABV, is a qualified expert witness in the field of forensic and investigative accounting. She is a Chartered Professional Accountant, a Certified Management Accountant, a Certified Fraud Examiner, a Certified Forensic Investigator, and a Chartered Business Valuator. She is the President and Principal Forensic Accountant at Lynch & Associates providing comprehensive and high-quality forensic accounting services for diverse clients. She is a professor at York University teaching “Earnings Management and Forensic Accounting” for their MFAc program. She has also co-authored a book for LexisNexis Canada Inc., Financial Crimes in Canada: An Overview of Money Laundering and Fraud.

Portrait of Bob ForsythRobert (Bob) Forsyth, FCPA, FCGA, MBA, MA, has been an accountant in public practice for over thirty years. Since 1996 he has focused on forensic accounting. He regularly worked with government agencies, First Nations, and lawyers. Bob has taught Professional Development seminars across Canada and in the Caribbean.

Portrait of Brittany KaiserBrittany Kaiser, Entrepreneur, activist, and globally recognized expert in data protection, technology, and legislative reform. Brittany has spent most of her career advising governments, companies, and campaigns on policy and strategy. As a former whistleblower, she concentrates on the convergence of technology and ethics through education, advocacy, and technology advisory. As Co-Founder of the Own Your Data Foundation, she trains governments, corporations, and families in digital literacy by providing critical information on how to be safe and successful in our digital lives.