EVENT DESCRIPTION


CPA Ontario's Practice Management & Tax Summit is a two-day learning opportunity for current and aspiring professional practitioners interested in updating their knowledge base on issues and legislation currently facing the accounting profession. Plus, it's a great opportunity for those looking to network with their peers. This year's conference will also include tax-specific speakers and sessions.

Looking to attend one-day only?

Register for Day 1 of Practice Management & Tax Summit.
Register for Day 2 of Practice Management & Tax Summit.

Please note that PD Passport cannot be used towards purchasing tickets for this conference.



Practice Management & Tax Summit
October 6th, 2020
Virtual Summit


Day 1 Agenda

9:00 a.m. – 10:00 a.m.

AM Networking

10:00 a.m. – 10:05 a.m.

Conference Welcome Remarks

Carol Wilding, FCPA, FCA, President & CEO, Chartered Professional Accountants of Ontario

Paul Copcutt, Personal Brand Speaker & Consultant, PC Unlimited

10:05 a.m. – 11:00 a.m.

Opening Keynote

Joe Roberts (aka The Skidrow CEO)

Joe Roberts aka The Skidrow CEO is an expert on resiliency and change. Having experienced both catastrophic failure and extraordinary success Joe teaches audiences how to overcome the roadblocks that get in the way of high performance. Through perseverance, determination and his resilient human spirit, Joe pulled himself out of homelessness as a skid row addict, to become a highly respected business and community leader. His presentations help organizations and individuals redefine what’s truly possible by confronting limiting mindsets.

11:00 a.m. – 11:55 a.m.

Tax Developments with Canada’s Personal Finance and Tax Expert

Jamie Golombek, CPA, CA, Tax & Personal Finance Expert, Managing Director, Tax & Estate Planning, CIBC

11:55 a.m. – 12:45 p.m.

Breakout Sessions

Technical & Compliance Stream

Increase Your Revenue: Marketing Tips from a Successful Accounting Marketer

Julie James, Director of Marketing and Communications at Stern Cohen



People & Practice Management Stream

Value Billing vs. Hourly Billing

Jean-Guy Talbot, FCPA, FCGA

12:45 p.m. – 1:20 p.m.

Lunch & Learn

Shifting Times: Megatrends for the Global Economy Post COVID-19

Linda Nazareth, Principal; Economist, Author and Futurist

1:20 p.m. – 2:15 p.m.

Roundtable Discussion

A sit down with Denham Patterson to discuss updates on the Small and Medium Practices Advisory Committee.

Hosted by CPA Ontario's Professional Advisory Team

2:15 p.m. – 3:05 p.m.

Breakout Sessions

People & Practice Management Stream

The Importance of an Ethics-based Culture for Firms in a Complex World

Laura Friedrich, FCPA, FCGA

As CPAs, our clients look to us for guidance in navigating uncertainty. In today’s complex world, technology drives change at an exponential pace. Global economic and health crises impact us personally and professionally. Climate change and social justice movements demand action, and organizations are expected by society to be part of the solution. In this session, we’ll focus on how to foster and maintain a firm’s ethics-based culture as a foundation for its own decision-making and to support our role as trusted advisors.



People & Practice Management Stream

Estate Planning & Trusts

Barry Corbin, Corbin Estates Law

3:05 p.m. – 3:10 p.m.

Break + Sponsor Highlights

3:10 p.m. – 4:05 p.m.

Closing Keynote Session

The Six Ps to Maximizing Engagement and Energizing Workplace Cultures

Dr. Karyn Gordon, Founder & CEO, DK Leadership

4:05 p.m. – 4:10 p.m.

Closing Remarks

4:10 p.m. – 5:00 p.m.

Networking Opportunity


Day 2 Agenda

9:00 a.m. – 10:00 a.m.

AM Networking

10:00 a.m. – 10:05 a.m.

Opening Remarks

10:05 a.m. – 11:00 a.m.

Opening Panel Discussion

The Next Generation of Accounting Firms

Stay tuned for our panelists and moderator.

11:00 a.m. – 11:55 a.m.

Update on COVID-19 Government Programs for Small Businesses

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

11:55 a.m. – 12:45 p.m.

Breakout Sessions

Technical & Compliance Stream

New Compilations Standards

Julian Hawkins, FCPA, FCA & Jane Bowen, FCPA, FCA


People & Practice Management Stream

Employment Law Updates

Rodney Law Representative

12:45 p.m. – 1:15 p.m.

Lunch + Sponsor Highlights + Demos

1:15 p.m. – 2:10 p.m.

Risk Management for CPA's: Do you know the dangers and is your practice protected? Learn about the high volume area of claims, risk management tips, and listen to war stories about past errors.

This session is a must for every member in public practice. CPAs are entering very risky times ahead with negative results in recent high profile cases against accountants leading to an increase in claims. Practitioners need to be aware of the dangers and pitfalls of their practices. Malcolm D'souza will emphasize risk management and provide details of past claims or mistakes. He will provide many "war stories" as to how CPAs have erred in the past. Come out to the seminar and learn what others are doing wrong so you may take steps to prevent a similar situation occurring in your office.
Learn sound risk management policies for your public practice.

Hosted by CPA Ontario's Professional Advisory Team

2:10 p.m. – 3:00 p.m.

Breakout Sessions

People & Practice Management Stream

Planning for Succession – Developing and executing a succession plan

Stay tuned.



Technical & Compliance Stream

Investing in the Right Tech Stack to Provide Infinite Leverage for Your Firm

David Caron, Integration & Technical Trainer

3:00 p.m. – 3:10 p.m.

Break + Sponsor Highlights

3:10 p.m. – 4:05 p.m.

Closing Keynote

Paul Copcutt, Personal Brand Speaker & Consultant, PC Unlimited

4:05 p.m. – 4:10 p.m.

Conference Closing Remarks

4:10 p.m. – 5:00 p.m.

Networking Opportunity