Corporate Finance and Controllers Summit

MAR 25 - Mar 26, 2020

The International Centre, Mississauga


MAR 25 - MAR 26



8:00 AM - 5:00 PM




14 Hours


0 Hours


Registration closed on

Mar 11, 2020


This event has now passed, please click here to view all available upcoming events and courses

Join us alongside hundreds of other Financial Controllers from various industries for a two-day event designed to help you stay up to date on the latest trends, requirements, and insights impacting Controllers. An enticing selection of panel debates, keynote presentations from top industry experts, and various networking opportunities will give you the chance to discuss your burning questions with like-minded peers.

The challenges facing today’s Controller are diverse. From the impacts of tech and digitization trends, to the changing business and legislative landscape, to dealing with HR and people-related matters, we need to be equipped with both the soft skills and technical skills to succeed. For this reason, this year's conference includes new streams that focus on technology, innovation, people leadership, future of work, ethics, technical accounting and compliance.

Thank You to Our Generous Sponsors

Day 1

7:30 a.m. – 8:30 a.m.

Registration & Networking Breakfast

8:30 a.m. – 8:45 a.m.

Conference Welcome Remarks

Melanie Russell, CPA, CA, Founder, Kalex Valuations Inc

8:45 a.m. – 9:45 a.m.


Shifting Times: Megatrends for the Global Economy

Linda Nazareth, Principal, Relentless Economics; Economist, Author and Futurist

From globalization and urbanization to dealing with demographic shifts, the world as we know it is morphing into a different planet ⁠— with different economic opportunities and challenges. Which trends are taking today into tomorrow, and which are the direct or indirect result of the changes we are seeing? In her keynote, Linda Nazareth talks about the changes she is observing, as well as the challenges and opportunities they present to the economy, the labour market, the financial market, and your industry too.

You will learn:
  • How the global economy is shifting, and what this means for Canada
  • Why demographics will change our economic landscape
  • What the Fourth Industrial Revolution means for Canada and its players
  • How the trends around the future of work will impact all economic players
  • Why climate change needs to be included in every strategic plan

9:45 a.m. – 10:30 a.m.

Gamechanger: How to Thrive in an Uncertain Exponential Future

Candice Faktor, Managing Partner, Faktory Ventures; Manager Partner, Gamechanger Advisory

Ready to learn how to boldly lead — and thrive — in an uncertain, chaotic future?

Candice Faktor will draw on her experience as a tech leader, investor, and entrepreneur to talk about the kind of mindset shift that is necessary to embrace new models of business and adapt to the changing paradigm of scale, chaos, and uncertainty.
In this session, she will cover the 6 mental models and mindsets that will allow you and your organization to thrive in an uncertain future.

You will learn:

  • Why the world is feeling more uncertain, more chaotic, and less predictable
  • How technology and network effects are creating a complex and interconnected system that has both intended and unintended consequences
  • The mindsets and mental models that will allow you to thrive amidst this rapid change, including transcendence, duality, and integrative thinking

10:30 a.m. – 11:00 a.m.

Networking Coffee Break

11:00 a.m. – 12:00 p.m.

Breakout Sessions (Please select one)

Technology & Innovation Stream

The Evolution of Accounting Standards and What It Means for the Controller/CFO

Philip Maguire, CPA, CA, Managing Director, Executive Mentors; Principal, Glenidan Consultancy

Fact: Amazon and Tesla are worth much more money than what is reflected in their financial statements.

It's no secret that the accounting profession is facing unprecedented change — especially considering the explosion of businesses that cannot be measured using current accounting standards.

How did we get to a place where current accounting practices are unable to paint the whole picture? What opportunities and challenges await the accounting profession as we reflect on our raison d’être?

In this session, Philip Maguire will explore where we have been, where we are going, where we should be, and what we can do about it.

He will cover:

  • Historical costs and the income statement
  • Fair value accounting and the balance sheet
  • Economic value, the pros, and the cons
  • How you can add value today while addressing current and future issues

People & Future of Work Stream

Cultivating Skills of Modern and Future Leaders

Ajay Pangarkar, CTDP, FCPA; Award-Winning Performance Strategist & Author; President, CentralKnowledge; Course Author & Instructor, LinkedIn Learning

Globalization, multi-generational workers, augmented technology, and brief corporate lifespans loom on the workplace horizon. Tomorrow’s leaders will have to deal with challenges unseen by previous generations. How can you help potential leaders develop the essential skills to assist others in negotiating their way to success in such changing times?

In this session, Ajay M. Pangarkar will cover the skills leaders will require to survive in the shifting sands of hyper-evolving business environments.

You will learn:

  • How to differentiate between expected enabling and technical competencies
  • Ways to integrate technology for effective decision-making and successful business results
  • Tips for managing diverse multi-generational workforces
  • How to refocus your value-chain activities for competitive sustainability
  • The secret to identifying the ‘CPA of the Future’ (Hint: it's not an accountant)

Technical & Compliance Stream

Your Annual Employment Law Update

Jordan Rodney, Founder, Rodney Employment Law; President, MaxPeople

With significant changes to provincial and federal workplace legislation in 2019, it has become all the more important for employers to stay up to date on legislative developments as they occur.

Jordan Rodney will review the implications for your business and workplace from an employment law perspective, and ensure you have a clear understanding of Bill C86, Bill 66, Bill 124, accommodation of Cannabis in the workplace, and recent court decisions — to help you prepare for 2020.

You will learn:

  • Key legislative changes and case law over the past year, and how they could impact your workplace
  • Tips to prepare your organization to be fully compliant both now and in the future
  • Best practices on how to proactively navigate the employment law landscape

12:00 p.m. – 1:00 p.m.

Networking Lunch including optional Lunch & Learn

Update from CPA Ontario: Title Protection in Ontario and What It Means for CPAs

Luca Bucci, VP, Public Policy & Government Relations, CPA Ontario

In its 2019 budget, the Ontario Government announced it would restrict the titles of “financial advisor” and “financial planner” to individuals holding a recognized credential. This is widely considered to be a step in the right direction — consumers can have confidence that their financial planner or advisor are properly accredited individuals. However, there are many unanswered questions — most notably, how does this impact CPAs?

1:00 p.m. – 2:00 p.m.

Breakout Sessions (Please select One)

Technology & Innovation Steam

How AI Can be Used for Good

Carole Piovesan, Partner and Co-Founder, INQ Data Law

People & Future of Work Stream

Future of Work Trends: Building 'Remote Capable Organizations'

Jane Watson, Senior Director, People Partners, Klick

The workplaces of the not-too-distant future will have new challenges to address, including the impact of climate change, geopolitical upheaval, and intense competition for both high-tech and high-touch skills.

Technology promises to address many of these issues, but often fails. Take remote work. It has the potential to offer both businesses and workers a variety of advantages — but we often fail to fully capitalize on them. Organizations often take the approach of simply 'translating' their existing way of working into a virtual context, relying heavily on tech tools and solutions, but overlooking the challenges and opportunities specific to remote work.

Taking a step back to both reconsider the problem we’re trying to solve, and view our work practices and processes through a remote lens can increase the odds of building effective remote and flexible teams.

In this session, Jane Watson will share:

  • Insights from her experience as an HR leader and consultant in both fully and partly remote organizations
  • Tips for evaluating remote and flexible work as a strategic option for your organization
  • Preventing and mitigating common pitfalls
  • The latest research on effective remote teams

Technical & Compliance Stream

IFRS & ASPE Technical Update

Craig Cross, CPA, CA, Partner, Technical Accounting Consulting, RSM Canada

David Kim, CPA, CA, Manager, Technical Accounting Consulting, RSM Canada

New International Financial Reporting Standards (IFRS) and Accounting Standards for Private Enterprises (ASPE) took effect in 2020. This technical update will serve as a refresher for finance professionals and will provide insight into upcoming pronouncements.

Walk away with:

  • An understanding of accounting standards updates pertaining to IFRS
  • New ASPE updates
  • Relevant information from IFRS Discussion Group and Accounting Standards Board meetings

2:00 p.m. – 2:30 p.m.

Networking Coffee Break

2:30 p.m. – 3:30 p.m.

Breakout Sessions (Please select One)

Technology & Innovation Steam

Technology Solutions to Revolutionize Your Finance Department

Laura Gay, CPA, CA, Partner, Stern Cohen Accountants

Thanks to recent innovations, financial practices in organizations are undergoing significant change.

This presentation is the brainchild of a team of CPAs who specialize in delivering award-winning services for businesses.

You will learn:

  • How organizations can modernize their financial systems with new technologies and apps
  • Processes for better workflow and increased security
  • Efficiencies and budgetary savings for your organization
  • New ways to do your banking, your bookkeeping, and even survive an audit

People & Future of Work Stream

Developing Diverse & Inclusive Workplaces

Jodi Kovitz, Chief Executive Officer & Founder #movethedial

Global movements, like #TimesUp and #MeToo, and public incidents, like the Google walkout and Starbucks shutdown, have shifted our collective consciousness dramatically. We are seeing diversity and inclusion becoming top priorities for all companies, large and small. Simultaneously, social media has demanded new levels of transparency and accountability, making policy and governance around diversity, equity, and inclusion more critical than ever — and not something that can be "dealt with later." ).

In this session, Jodi Kovitz will draw on her experience working to advance all women in technology to talk about:

  • The mindset and data you need to properly evaluate diversity, equity, and inclusion in your workplace
  • Companies that are getting it right, companies that have fallen short — and what we can learn from both
  • Governance models and technology that can be used to track and enable accountability

Technical & Compliance Stream

Your Annual Corporate Tax Update 2020

Alex Garber, CPA, CA, MTax, Educator, Senior Tax Manager

Join tax expert and lecturer Alex Garber as he discusses must-know topics for our audience.

He will cover:

  • Updates on tax rates and credits, employee taxable benefits, and CCA measures
  • Implications of the new passive investment income rules for private companies
  • SR&ED developments and T1134 reporting deadlines

3:30 p.m. – 3:40 p.m.

Short Refreshment Break

3:40 p.m. – 4:40 p.m.

Panel Discussion

The Evolution of Finance - What’s Next for CFOs, Controllers and the CPA Profession?

Ever asked yourself: What's next for CPAs? Where is the profession going? You’re not alone. The accounting profession is going through unprecedented change, while the finance department is transforming just as dramatically. Our panel of esteemed finance executives & CPAs are here to share their views on a reimagined future of the evolving CFO/Controller. On top of envisioning what the future holds, the panel will also discuss common issues CFOs/Controllers face across different industries, as well as unique solutions to these challenges. They will also share their views on the latest trends impacting the profession, including:

  • An overview of the different types of CFOs/Controllers, and how these roles are evolving
  • The role of a CFO/Controller in corporate governance
  • Strategic leadership, and how to build trust with senior stakeholders and the board
  • The role of technology in the evolution of finance
  • A brief discussion of CPA Canada’s foresight project


Rosanna Lamanna, CPA, CA, Partner, Grant Thornton LLP


Saeideh Fard, CPA, CA, SVP, Finance, PointClikCare

Alex Fisher, CPA, CA, Office of the Chief Accountant, Ontario Securities Commission

Wendy Braithwaite, CPA, CA, CFO and Head of Business Development Support, Sodexo Canada

Kazeem Jaffer, CPA, CA, MBA, Vice-President of Accounting Operations, Venterra Realty

4:40 p.m. – 5:25 p.m.


How Tech is Changing the World of Accounting and Finance

Steve McCaughey, Managing Partner, Technology & Transformation; Managing Partner, DSpace, Deloitte Canada

RPA. Machine learning. Image and facial recognition. Natural language processing. Blockchain. Cybersecurity. These are just some of the latest technology trends, and Steve McCaughey is here to speak with us about how they will impact our lives and our workplaces.

Steve is the guy who leads Deloitte’s Technology & Transformation team and oversees DSpace, Deloitte’s emerging-technology innovation centre, based in Kitchener-Waterloo. In this session, he will share:

  • Real-life examples of how intelligent automation and AI are elevating accounting and finance functions, and how they are impacting the CPA profession as a whole
  • What is the Future of Learning — and how it will impact you
  • A glimpse into what sort of big trends are on the horizon

5:25 p.m. – 5:30 p.m.

Day 1 Closing Remarks

5:30 p.m. – 6:30 p.m.

Networking Cocktail Reception

Day 2

8:00 a.m. – 8:45 a.m.

Networking Breakfast including Optional Pre-Conference Session

Shareholders' Agreements and Disputes

Melanie Russell, CPA, CA, Founder, Kalex Valuations Inc

8:45 a.m. – 9:00 a.m.

Day 2 Welcome Remarks

Melanie Russell, CPA, CA, Founder, Kalex Valuations Inc

9:00 a.m. – 10:00 a.m.


How Maximizing Generational Differences Is the Key to Thriving Companies

Dr. Karyn Gordon, Founder & CEO, DK Leadership; Leadership & Relationship Expert

Many Gen X, Boomer, and traditionalist managers admit that effectively leading their Gen Y employees is a challenge. From quitting without warning, to making unrealistic demands on the job, to needing constant feedback, this generation can come across as inflexible, entitled, and even needy.

The great news is that Gen Ys are not only open to learning and evolving — after all, they are the most educated generation in history — but they are also hungry to advance professionally. In addition, this generation of workers has many outstanding (and often overlooked) skills that organizations don’t fully utilize. In this session, Dr. Karyn Gordon will reveal the key to motivating this unique generation, and explore how managers should be exercising their power of influence, not their power of authority.

You will learn:

  • How to understand the “cultural DNA” of all 5 generations (including Gen Z)
  • How Gen Y is different from previous generations — and why this is critical to leading them effectively
  • How to uncover and maximize the powerful strengths of Gen Y
  • 3 practical strategies to effectively understand, lead, and motivate Gen Y

10:00 a.m. – 11:00 a.m.

The Frog Factor: The Secret to Attracting and Retaining World-Class Talent

Sarah McVanel, President & Founder, Greatness Magnified; Canada’s Recognition Expert

Turn everything you think about employee recognition on its head by exploring it through a powerful solution-focused lens. By the end of this session, you will be ready to trial easy, inexpensive, and proven techniques for recognizing employees or colleagues that support meaningful connection and lasting change.

A proven process for self, team, and organizational recognition, F.R.O.G. (Forever Recognize Others’ Greatness™), helps you identify key ways you can begin to shift your organizational culture right away. Focusing on the strategic language, business case, and human case for recognition will convince, inspire and influence decision makers.
Whether you’re burning the midnight oil or just plain burnt out, if you happen to be in a boom or bust economy, the truth is: You can’t afford NOT to recognize. …starting now!
Walk away with:

  • An effective, catchy way to elevate individual, team, and organizational performance
  • The strategic language and business case to position engagement as the key driver of business success
  • Tools to immediately impact healthy culture through leading practice recognition strategies
  • A clear understanding of their role in creating healthy work cultures and strong relationships
  • The next step to resuscitate healthy organizational culture

11:00 a.m. – 11:30 a.m.

Networking Coffee Break

11:30 a.m. – 12:30 p.m.

Breakout Sessions (Please select one)

Technology & Innovation Stream

Best Practices when using BI tools for Analysis & Reporting

Dave Paradi, Data Presentation Expert & Book Author

Business Intelligence (BI) tools are very popular and financial professionals want to get the best ROI on the time and money spent on these tools. This session will look at areas that leaders need to be concerned about when implementing and using these tools. Topics that will be covered include:

  • The importance of data sourcing & cleaning
  • Why the data model structure can help or hinder usage of the tool
  • A discussion of the usage of BI tools for analysis and for reporting
  • A model for selecting visuals for dashboards or reporting based on the insights executive need for decision making

Ethics Stream

Professional Ethics: Staying on the Right Side of the CPA Code of Professional Conduct

Ebru Erkan, CPA, CA, MSc, Vice President, Regulatory and Standards, Advisory Services, CPA Ontario

Kavika Bourbeau, CPA, CA, CBV, Member Advisor, Regulatory and Standards, Advisory Services, CPA Ontario

As a CPA, you are held to a high ethical standard. But ethics isn't always black and white. Our Advisory Team will guide members through the CPA Code of Professional Conduct and examine some typical situations that CPAs face.

Join us to participate in a thoughtful discussion about common scenarios that are relevant to you, and how to best address related issues.

Technical & Compliance Stream

Preparing for an Audit – Best Practices and PItfalls

Craig Cross, CPA, CA, Partner, Technical Accounting Consulting, RSM Canada

David Kim, CPA, CA, Manager, Technical Accounting Consulting, RSM Canada

Many companies are right in the middle of their audit procedures, and RSM Canada’s Technical Accounting Consulting professionals are here to take you through common audit requirements, pain points for finance teams, and the benefits of proper preparation.

Get insight on how to avoid material adjustments and significant deficiency reports, while reducing the resulting resource constraints on your team. The session will discuss what your finance team can expect as you embark on your audit.

Walk away with:

  • An inside look into the audit process
  • An understanding of common audit and resource requirements
  • Industry perspectives from a CFO/controller who believes in the importance of good preparation
  • A better understanding of how to evaluate your finance team’s ability to address audit requests and prepare technical accounting position papers

12:30 p.m. – 1:30 p.m.

Networking Luncheon including optional Lunch & Learn

Fireside Chat Lunch & Learn: Taking Your Company to the Next Level – Winning Strategies and Common Pitfalls

Rosanna Lamanna, CPA, CA, Partner, Grant Thornton LLP

Ozan Isinak, President, Keiretsu Forum Canada

The ins and outs of acquiring company funding can be confusing. What are the various sources of financing available from the investor community, and what are the differences among them? From angel investors to private equity, learn about the best funding options for your organization while enjoying a delicious lunch.

Our speakers will also be busting myths and sharing tips on how to attract international investors and embark on global expansion opportunities. Be sure to come with questions — this fireside chat ends with a short Q&A!

Walk away with a better understanding of:

  • What investors look for in companies they invest in
  • The due diligence process, and how can companies prepare for this
  • Common funding pitfalls and deal breakers

1:30 p.m. – 2:30 p.m.

Breakout Sessions (Please select one)

Technology & Innovation Stream

Cybersecurity Threats 2020

Vivek Gupta, National Cybersecurity Practice Leader, BDO Canada

Steve Brown, Manager, Cybersecurity Practice, BDO Canada

In today's 'Cyber Threat' landscape, it is critical that companies use a practical approach to address common, everyday threats. But how do you separate the myths from reality? How do you know if you’ve been hacked? And what can you do to prevent an attack in the first place?

Every business owner wants to know the secret to mitigating cybersecurity risks, but it's not always clear how to plan for or protect against these attacks. Using a recent case study, Vivek Gupta and Steve Brown will help you better understand the current landscape.

In this session, you will learn:

  • What you have that hackers want
  • Indications that you’ve been hacked
  • Different types of common attacks
  • 5 tactics to protect against cyber threats

Ethics Stream

Tips to Avoid Biases in Accounting and Auditing – Evidence from Research

Justin Leiby, Associate Professor of Accountancy and Professor Ken Perry Faculty; Fellow,University of Illinois at Urbana-Champaign

Professionals often confuse the social status of experts — recognition, social connections, impressive credentials — for the substantive quality of their input.

In this session, Justin Leiby will discuss the over- and under- reliance of auditors and other professionals on third-party experts in areas such as valuation and technology.

Walk away with:

  • New insights on how to overcome such biases
  • Valuable information that helps accountants better understand reliance upon third-party experts
  • A look at Justin’s research, and its emphasis on how auditors and other professionals rely upon third-party experts

Technical & Compliance Stream

Corruption of Foreign Officials Act and Remedial Agreements

Vladimir Napoleon, Senior Investigator, Anti-Corruption Outreach Coordinator, RCMP National Division - Sensitive and International Investigation

In 2016, Canada's enforcement of the Anti-Bribery Convention went from a ranking of "moderate enforcement” to “limited enforcement."

This was after significant amendments to the Canadian Corruption of Foreign Public Officials Act (CFPOA) were made in 2013. Key issues, including facilitation payments (which were removed from the Act in 2017), were addressed. But did we go far enough? Not, it seems, when it comes to the number of active foreign bribery investigations versus charges laid.

In this session, the RCMP National Division's Senior Investigator and Anti-Corruption Outreach Coordinator, Vladimir Napoleon, will explore the current state of enforcement and provide:

  • A comprehensive overview of the amendments
  • An analysis of the jurisdictional and regulatory authority of the RCMP, within the context of corruption and bribery investigations
  • His thoughts on Canada's "limited enforcement" ranking

2:30 p.m.– 3:00 p.m.

Networking Coffee Break

3:00 p.m.– 4:00 p.m.


Cultivating Ethics Culture at Your Organization Beyond Traditional Employee Training

Tom Hardin “Tipper X”, Corporate Trainer and Keynote Speaker on Compliance, Ethics, Conduct Risk, Culture & Market Conduct

In frank detail, Tom Hardin will share his story, and how as a young professional, he spiralled from unethical behaviour into illegal activity. He will also explore the psychological traps and pressures that allow individuals to rationalize their decisions as that line is being crossed.

As he reflects on his experience, and on the past three years of speaking to over 250 organizations, Tom will share key indicators for identifying conduct risk in an organization and tips on how to cultivate a culture of ethics in a company — with examples of what to do and what not to do.

You will learn:

  • How to identify ethical blind spots
  • Opportunities and environments inside a company that allow individuals to "cross the line", despite existing controls
  • The critical importance of not only having a "speak up" culture, but a "listen up" culture
  • Practical strategies for developing ethics ambassadors on the front line at your company

4:00 p.m.– 5:00 p.m.

Conference Closing Remarks, Q&A & Open Forum Discussion

Melanie Russell, CPA, CA, Founder, Kalex Valuations Inc


CPA Ontario Room Block at Hilton Toronto Airport Hotel

Welcome to the CPA Ontario Room Block reservation site!

A block of rooms has been reserved for March 24, 2020 - March 26, 2020.

Booking a reservation from our site is simple. To begin the process, click on "Book a Room" below to receive your group's preferred rate.

See you at the Hilton Toronto Airport Hotel & Suites in March! We hope you enjoy your stay and your group's event!


$1065.00 Member

$995.00 Student

$1095.00 Public

Status: Registration closed on Mar 11, 2020


The International Centre, 6900 Airport Road, Mississauga, Ontario, L4V 1E8