The Infinite CPA Conference - FinTech and the New Era

Sep 22, 2022



SEP 22



8:30 AM - 5:00 PM




6 Hours


0 Hours


Registration open until

Sep 21, 2022


Register early to receive EARLY BIRD PRICING

February 18 – September 1$225.00
September 2 – September 21$275.00

Join us for a one-day virtual event designed to help you make sense of all the latest technological developments and innovations that are shaping the future of accounting and CPAs. With the help of top industry experts and tech gurus, learn about the latest tech trends and accounting automation tools that are shaping the future for CPAs, plus how to adapt your workforce in a post-pandemic world, and how to mitigate the risks of cyber security.

Our interactive virtual conferences are a great way to learn from industry experts, engage with peers, and complete your CPD hours.


Sessions and speakers subject to change.

8:00 AM – 8:45 AMNetworking
8:45 AM – 9:00 AMOpening Remarks

Event Host: TBA

CPA Ontario: Craig Smith

9:00 AM – 10:00 AMOpening Keynote

Topic: The Latest Global Technology Trends that are Shaping the Future of the World


Roni Michael, CPA, Global Head of Innovation, KPMG International

Sanjay Pathak, National Leader for Technology Strategy and Digital Transformation Services, KPMG in Canada

Decription: From where we stand today, anticipating the future has never been more challenging or crucial. In this opening keynote, KPMG’s Global Head of Innovation, Roni Michael, will share how our future world is being shaped by technology, business, science and so much more. Roni Michael and Sanjay Pathak, National Leader for Technology Strategy and Digital Transformation Services, will then participate in a fire-side chat and you will learn:

  • Predictions from next generation of leaders based on emerging trends
  • The role of technology and innovation in shaping our future
  • What is the true future of work?
  • How businesses and overall societies are going to evolve
  • What does all of this mean for CPAs and the accounting world

10:00 AM – 10:10 AMBreak & Networking Opportunity
10:10 AM – 11:10 AM

Topic: Practical Overview of Automation Tools in 2022


Chad Davis, CPA, Co-founder & Partner, LiveCA LLP

Faye Pang, Country Manager, Xero

Description: Let's be honest, the word automation is highly overused, purposefully vague and typically oversells benefits. In this discussion, Chad will take you through LiveCA's journey of data automation discovery and how it led to their firm creating an entire development team that now creates apps for themselves and their customers.

Key session highlights:

  • Accounting automation tool landscape
  • Structure of their development team
  • Examples of apps and automations built
11:10 AM – 11:20 AMBreak & Networking Opportunity
11:20 AM – 12:05 PM

Topic: Reframing the Change Management Conundrum to Increase Digital ROI

Moderator: Stephanie Terrill, CPA, CA, Management Consulting National Business Unit Leader, KPMG in Canada


Adrienne O’Neill, CPA, CA, CFA, Global Controller and Group Chief Accounting Officer, Manulife

Bilal Surahyo, CPA, CGA, FCCA, Director of Financial Planning and Analysis, Sleep Country Canada

James Myers, CPA, President, James Myers Professional Corporation

Saeideh Fard, CPA, Senior Vice President, Finance, PointClickCare

Description: In this dynamic session, we’ll discuss how organizations are driving more ROI from digital technology investments and innovation by increasing their focus and creativity in managing the resulting change. Discussion points will include:

  • Why organizations struggle with realizing the benefits of change to advance their business transformation agenda.
  • The organizational, behavioural and emotional aspects that can make or break digital projects.
  • Learnings from successful change management programs to effectively drive technology adoption and new ways of working.

12:05 PM – 1:10 PMLunch & Networking Opportunity

12:40 PM - 1:10 PMLunch & Learn

Topic: The Global Economy in Context: Staying Ahead of the Curve in a Turbulent World

Speaker: Linda Nazareth, Economist & Futurist

Description: A global pandemic, inflation hitting new highs, rising interest rates and a possible recession in the offing - how do you make sense of the economic outlook and make the right decisions in a turbulent world? And how do the megatrends like demographics and climate change fit into the picture? Linda Nazareth looks at the global economy and the challenges ahead as well as the opportunities that will go along with the changing world.

1:10 PM – 2:10 PM

Topic: 2022 Cyber Security and Data Privacy Update

Speaker: Aron Feuer, Chief Executive Optimist, Valencia Risk

Description: In this session, former behavioural scientist and stockbroker turned Canada’s leading cybersecurity expert and now CEO of Valencia Risk, Aron Feuer, will update you on the latest developments in Canadian cybersecurity and data privacy landscape, including:

  • Overview of relevant 2022 cybersecurity breaches
  • International events that impact Canada and midmarket organizations – such as cyberwar in Ukraine
  • Why Ransomware is never going away and how fraud and ransomware are connected
  • What’s it like to live through a breach and your obligations
  • Best practices in working with insurance, IT, privacy and legal teams
  • Checklists, tips and resources including talking to your board, cyber insurance tips and a top ten list of security controls
2:10 PM - 2:20 PM Break & Networking Opportunity

2:20 PM - 3:20 PM

Topic: An Introduction to Web3 and the future of Crypto Assets, Digital Securities and NFTs

Speaker: Alan Wunsche, CPA, CA, CEO, TokenFunder

Description: An introduction and discussion of the future of the internet, becoming known as Web3.

Key Highlights:

  • What are the different forms of tokens and how are they created on a blockchain?
  • Why are token the foundation of the creator-ownership economy of Web3?
  • How do digital wallets interact with tokens and how is cryptography involved?
  • Why are some tokens referred to as cryptocurrencies while others digital securities?
  • How has the regulatory environment for evolved? Where is it likely to go?

3:20 PM - 3:30 PM Break & Networking Opportunity

3:30 PM - 4:30 PM Keynote Fireside Chat

Topic: How innovation economy is changing business models and shifting the expectations of CPAs


John Ruffolo, FCPA, Founder and Managing Partner, Maverix Private Equity

Malik Datardina, CPA, CA, CISA, Governance, Risk and Compliance (GRC) Strategist, Auvenir

Description: In this closing keynote fireside chat, Malik Datardina, CPA, Governance, Risk and Compliance Strategist of Auvenir, sits down with a legendary CPA and tech investor John Ruffolo to discuss the impact of exponential technologies and innovation on the CPA profession. Whether you’re just starting out on the path to becoming an accountant or have been a CPA for decades – John and Malik will have advice for you on how you can keep up with the latest technological advances and how you can innovate in your career to help shape the overall future of accounting and finance.

4:30 PM - 4:40 PM Closing Remarks

4:40 PM – 6:00 PMNetworking


This event will be hosted on the Hopin platform. For a better conference experience, watch this short video prior to the event.


  • CPAs and aspiring students
  • CPAs who have followed non-traditional career paths
  • CPAs working in Canadian tech
  • Accounting firms and post-secondary institutions
  • Small business owners and sole practitioners
  • Technology firms and solution providers
  • Anyone who is passionate about accounting, finance and technology

    Early-bird pricing until Sep 01, 2022

    $215.00 Personal Passport

    $215.00 Organization Passport

    $225.00 Member

    $225.00 Student

    $225.00 Public

    Status: Registration open until Sep 21, 2022




    Portrait of Roni MichaelRoni Michael joined KPMG Israel in 2002, and became a partner in 2008. She has held several leadership positions within the Israeli practice and since 2014 has been KPMG Israel’s Head of Innovation, leading their Technology Consulting practice, and driving development of KPMG Israel’s Data & Analytics, Digital, Cyber, and Cloud practices. Roni established KPMG Israel’s Alliances group, which is part of their thriving and highly successful start-up ecosystem.

    Roni is dedicated to innovation and is responsible for harnessing the voice of innovation within KPMG’s global organization; sponsoring solution led innovation; connecting and empowering KPMG’s innovation ecosystem; and collaborating with sectors and functions to source and scale initiatives globally.

    Portrait of Adrienne O'NeillAdrienne O’Neill holds the position of Global Controller and Group Chief Accounting Officer. In this role, Adrienne is responsible for Company-wide financial reporting practices and controls. She has overall accountability for accounting policy, external and internal financial reporting, expenses, the Company’s global finance transformation and the enterprise’s financial planning and reporting systems.

    Previously, Adrienne was the Global Head of Investor Relations responsible for leading the Company's global investor relations program, serving as the Company's primary spokesperson to the investment community, overseeing the preparation of investor communication materials and providing strategic counsel to Manulife's senior management team. Adrienne will continue to oversee investor relations in her new role.

    Adrienne has been with Manulife for over thirteen years and has held progressively senior finance roles in Manulife’s wealth and insurance businesses. Prior to joining Manulife in 2007, Adrienne worked in the Advisory practice at KPMG.

    Adrienne holds an Honours Bachelor of Business Administration in Accounting from Wilfrid Laurier University. She earned her Chartered Professional Accountant (CPA) and Chartered Accountant (CA) from Chartered Professional Accountants of Ontario as well as her Chartered Financial Analyst (CFA) from the CFA Institute.

    Portrait of John RuffoloJohn Ruffolo is the Founder and Managing Partner of Maverix Private Equity, a private equity firm focused on technology-enabled growth and disruption investment strategies. He is also the Founder of OMERS Ventures and Co-Founder and Vice Chair of the Council of Canadian Innovators. Before joining OMERS, John was a Partner at Deloitte, as well as their Global Thought Leader, Global Tax Leader, and Canadian Industry Leader for their Technology, Media, and Telecommunications (TMT) practice. He is an active board member in the profit and not-for-profit sectors and continues to be recognized for his unparalleled contributions to the growth of the technology sector and expansive vision of Canada’s economy.

    Portrait of Stephanie TerrillStephanie Terrill is a Chartered Accountant with more than 25 years of international business experience including both professional services, industry role and an entrepreneur. She has a track record of growing businesses including founding her own small business in Australia to leading one of the fastest growing business units at KPMG Canada. Her strategic approach to growth means she inspires large teams, attracts top talent and executes effectively.

    Prior to assuming her current role, Stephanie spent three years as a member of KPMG’s Board of Directors, where providing oversight and governance and helped the management understand and anticipate the impact of the emerging digital economy and the need to invest in related capabilities. Previously, she held the role of KPMG’s Global Leader for Finance Transformation, in this role she developed new products and services that were implemented local country member firms across the globe.

    In her community work, Stephanie is especially passionate about children and women’s advancement. Stephanie is committed to doing what she can to improve the lives not only of the children in her community but also their families. In service of this aim, Stephanie co-founded the Black Dogs Ski Club in Calgary, established a Terrill Women’s Scholarship fund at University of Waterloo and talks at numerous corporate and professional forums on advance of Women.


    Sanjay Pathak, National Leader for Technology Strategy and Digital Transformation Services, KPMG in Canada.

    Chad Davis, CPA, Co-founder & Partner, LiveCA LLP.

    Faye Pang, Country Manager, Xero.

    Bilal Surahyo, CPA, CGA, FCCA, CMgr FCMI.

    James Myers, CPA, President, James Myers Professional Corporation.

    Saeideh Fard, CPA, Senior Vice President, Finance, PointClickCare.

    Linda Nazareth, Economist & Futurist.

    Aron Feuer, Chief Executive Optimist, Valencia Risk.

    Alan Wunsche, Chief Executive Officer and Chief Token Officer, TokenFunder.

    Malik Datardina, CPA, CA, CISA, Governance, Risk and Compliance (GRC) Strategist, Auvenir.


    This CPA Ontario PD event is a live webinar hosted on the innovative Hopin platform. A link to join the event on the Hopin platform will be sent closer to the date. We recommend you join five minutes prior to the scheduled start time.

    For a better conference experience, watch this short video prior to the event.