CPA Ontario’s Data Analytics and Insights Conference

Feb 15, 2022



FEB 15



8:00 AM - 2:00 PM




4 Hours


0 Hours


Registration closed on

Feb 14, 2022



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

Big data is driving decisions in our ever-evolving business landscape and it is vital that CPAs become leaders in knowing how data and analytics inform these decisions. But interpreting data can be overwhelming. As a CPA, are you getting the most value out of your data? Do you have a lot data but don’t know what it means? Learn how to harness the power of your data by understanding how to decode it and gain actionable insight into effective data storytelling.

Topics include:

  • An introduction and discussion of the importance of data preparation and how to improve reporting.
  • Whether you use Excel Pivot Tables, Power BI, Tableau, or a web page, learn how to benefit from optimized Data aggregation.
  • Explore the range of planning and design activities used to extract and transform information such as:
  • Data Sourcing
  • Data Model/Schema Design
  • Query Design
  • Data Type Handling
  • Output Preparation
  • Cybersecurity Dashboards and errors in adopting security metrics


CPAs who want to stay informed about data and analytics and learn what skill sets are in demand in an ever-evolving digital world.

Tuesday, February 15, 2022

8:00 a.m. – 8:30 a.m.


8:30 a.m. – 8:40 a.m.

Opening Remarks by Heruka Kumararatne

8:40 a.m. – 8:45 a.m.

Opening Remarks by Craig Smith

8:45 a.m. – 9:25 a.m.

Opening Keynote: Electrifying the Data Culture

Helen Poletes, CPA, CA; Director, Data Governance at Hydro One Networks Inc.


  • A communication strategy that inspires cohesive data behaviour across an organization
  • An operating model for collaboration through data owners and stewards, a data and stewardship council, and a governance steering committee
  • A methodology to select value- and outcome-driven data projects

9:25 a.m. – 9:30 a.m.

Short Break

9:30 a.m. – 10:20 a.m.

Main Session | Data Wrangling for Accountants

Patrick Kerrin, CPA, CMA

Description: An introduction and discussion of the importance of data preparation, and how to improve reporting regardless of the application used to output to your audience.

Whether your output is Excel Pivot Tables, Power BI, Tableau, or a web page, users benefit from optimized data aggregation.

The extraction and transformation of data requires planning and design, which can encompass a range of activities, and can sharpen the information being conveyed:

  • Data sourcing
  • Data model/Schema design
  • Query design
  • Data type handling
  • Output preparation

10:20 a.m. – 10:30 a.m.

Break & Networking Opportunity

10:30 a.m. – 11:15 a.m.

Main Session | CPA Ontario’s Data and Analytics Team: Our Approach

Justin Poma, Senior Director, Business Intelligence & Data Governance & Hwarang Kim, Director, Business Intelligence at CPA Ontario

Description:This session will cover the tools and technologies used by CPA Ontario's Data and Analytics team.

It also covers roles and responsibilities of team members and how they tie back to our tools and technologies.

This session will help you understand who you need to connect with based on your needs, and/or give you a blueprint on how to start your own D&A Team.

11:15 a.m. – 11:20 a.m.

Short Break

11:20 a.m. – 12:10 p.m.

Main Session | Cybersecurity Risk Dashboards Suck

Aron Feuer, Founder/CEO of Valencia Risk

Description: CPAs manage information security, privacy, technology and cyber-insurance. A CPA must be savvy to Cybersecurity, and nothing beats a good dashboard for making risk-based decisions. But cybersecurity dashboards suck. Can data analytics help? This session will discuss how to build a better dashboard, and where data analytics can help.

  • Why dashboards suck
  • Building a dashboard using the Socratic method
  • Query design
  • Quality Data: Selecting data from fast, slow, hard and soft sources
  • Practical Analytics: A dashboard tour with Microsoft Power Platforms

12:10 p.m. – 1:00 p.m.

Closing Keynote | Storytelling with Data

Suzannah Dunbar, Lead Trainer at StoryIQ

Description: Data storytelling for business delves into two indispensable elements of giving great presentations with and about data: compelling data visualizations and designing a coherent and persuasive narrative around data.

Data is everywhere – which makes fluency in understanding, using, and communicating with and about data an essential skill.

1:00 p.m. – 2:00 p.m.



$139.00 Personal Passport

$149.00 Member

$149.00 Student

$149.00 Public

Status: Registration closed on Feb 14, 2022




Helen Poletes

Helen Poletes, CPA, CA
Director of Data Governance, Hydro One

Helen Poletes, as Director of Data Governance, is reinventing the data strategy for Hydro One that focuses on the management and governance of data. As a CPA, Helen has over 25 years of diverse global experience in finance and governance and more recently is applying her skills to the development and execution of the data strategy for Hydro One.

Patrick Kerrin

Patrick Kerrin, CPA, CMA

Patrick Kerrin has over twenty five years experience in designing and delivering information solutions in both accounting and IT settings. With a portfolio of skills and experience in Data Modeling, Schema design, and customized report processing and generating, Patrick has insights on the processes that transform data into information. Patrick is currently part of the Business Intelligence team at Voxtur Analytics Corp.

Aron Feuer

Aron Feuer
Managing Director, Cyber-Security @ Valencia

Aron Feuer is a recognized expert in cybersecurity. In 1998, he founded Cygnos Information Security, a national consultancy acquired by a national accounting firm in 2012. Aron has extensive industry experience across all three levels of government, finance, technology, and health care. His project experience includes leading the IT Forensics investigation in the Robocall scandal, incident response to attacks by the hacker group Anonymous and the security certification of Canada’s classified networks. Aron is head of Algonquin College’s cybersecurity program advisory board. He is currently co-authoring Privacy Fundamentals for Canadian Practitioners with the International Association of Privacy Professionals.


This CPA Ontario PD event is 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.