EVENT DESCRIPTION

Friday, October 23, 2020

Morning Sessions Registration and Breakfast 8:00AM to 9:00AM

Morning Sessions
Morning Sessions run concurrently from 9:00AM to 12:00 noon with a coffee break at 10:30AM.

Choose from:

 

A - Director Liability Assessments and How to Protect Yourself from Them as a Director of a Corporation

Speaker: Danny Ducas, Manger/Collections for Farber Tax Solutions

This presentation will introduce you to the CRA remedy of assessing directors for the trust fund obligations of their corporation. The presentation will outline the CRA process involved and how you can understand it better so that you are more able to assist your clientele with suggestions on how to deal with this matter. The Presenter is a former Manager at the CRA Flagship TSO who spent 35 years in the Collections Division overseeing the preparation of such assessments and supervising those who prepared them. He will share personal insights with you on how to effectively handle dealing with these assessments and where to turn for help should the matter become too challenging for you to deal with on your own.

B - True or False - Unveiling the Mystery and Hype of Information Technology

Speaker: Claudia Mamros, PMP, MCBA, Founders & CEO iCinfo

Companies are becoming more competitive by adopting information technologies. Yet 50-75% of I.T. projects fail. How can your organization ensure the success of its next I.T. under-taking?

Information technology is a product of science, but using I.T. effectively to increase efficiency, productivity and, profitability is truly an art.

This interactive half day session will give participants insights into trends and traps facing companies today, and best practice tips, tools, and techniques used to help I.T. implementations in small to mid-sized businesses.

Attendees will gain insights into decision making processes and best practices which support short, mid and long-term business goals and objectives.

You will learn:

  • How the I.T. industry works and why it's less than easy to get a straight answer
  • How businesses are going to gain the advantage, and what small to mid-size companies can do to remain competitive
  • How, where, and why I.T. projects fail and how to avoid the pitfalls
  • How to choose the right solution
  • How to prepare for the successful adoption of technology
  • How low cost, low tech options can get you started on the right footing, and
  • About artificial intelligence and how it will impact the way we live and work

iCinfo was established in 2014, after over 25 years of experience in improving the bottom line with information management and by navigating through complex system selection processes. It uses industry best-practices and an impartial approach to help small to mid-size organizations find the right solutions for their business requirements. It not only saves companies up to 75% in operating costs but also enables compliance, informed decision making, process improvement and resource optimization. In today's dynamic business environment, iCinfo helps organizations with effective human resource and knowledge management making you 10X more competitive while improving your customer satisfaction.

 

Lunch 12:00 noon to 1:00PM

Afternoon Sessions
Afternoon Sessions run concurrently from 1:00PM to 4:00PM, with a coffee break at 2:30PM

Choose from:

 

C -Tips and Tricks in Dealing with the CRA

Speaker: Danny Ducas, Manger/Collections for Farber Tax Solutions

This presentation will provide you with practical and effective tips and tricks in dealing with the CRA, whether that be for your own account, or on behalf of your clients. The Presenter is a former Manager at the CRA Flagship TSO who spent 35 years in the Collections Division supervising the workload of numerous and varied Collections Teams that handled all types of accounts in arrears and he will share with you what works and what does not work when dealing with and interacting with CRA Officials in the Collections, Audit, Trust Examination, and Appeals & Divisions. These are tried and true tips and strategies that will open your eyes to dealing with the CRA, and what they are likely to do on any particular file so that you minimize the impact of any unplanned situations they may throw your way.

D - Forensic Document Examination and Forgery Analysis

Speaker: Graham Ospreay, FACFE, CSP, Forensic Document Examiner & Forgery Analyst

G. P. OSPREAY & ASSOCIATES

Far more crimes are committed with paper than with guns, and many more times the amount of money and power changes hands illegally through the stroke of a pen than through physical violence. This session will provide a detailed look at the use of scientific principles, knowledge and applied techniques in forensic document examination, forgery analysis and counterfeit identifications. Related fraud issues involving various types of materials and documents will be discussed. Topics to be covered include:

  • Authorship of handwriting, signatures and initials
  • Alterations, additions or deletions in documentation
  • Establishment of date, source, history and relationship of documents
  • Identification of paper, ink and writing instruments
  • Identification of Mechanical Impressions
  • Identification of typewriter and computer generated documents

 

Saturday - October 24, 2020

Morning Sessions Registration and Breakfast 8:00AM to 9:00AM

Morning Sessions
Morning Sessions run concurrently from 9:00AM to 12:00 noon with a coffee break at 10:30AM.

Choose from:

 

E - GST/HST & HOT TOPICS FOR BUSINESSES

Speaker: Diane Gaudon, FCPA, FCGA

The complexities of the GST and HST rules continue to challenge businesses of all sizes. In this session, sales tax specialist Diane Gaudon, FCPA, FCGA will provide an overview of issues and common audit exposures faced by businesses on a regular basis. Topics will include a variety of application of tax and recovery issues illustrated with insightful real-life examples, such as a review of the place of supply rules, documentation requirement rules, employee expense reimbursements and more.

F - Designing Retirement Income

Speaker: Kurt Rosentreter CPA, CA, CFP, CLU, FCSI, CIMA, Senior Financial Advisor & Portfolio Manager, Manulife Securities Incorporated, President, Upper Canada Capital Inc.

It is harder than ever to create a worry-free retirement cash flow to pay for lifestyle after 60. Low interest rates on bonds, fewer pensions, fids at home and longer lives have left the average Canadian struggling to find enough money to survive in retirement.

In this fast paced full day course, Kurt Rosentreter will address retirement cash flow questions on retirement age, CPP, RRIF, Income splitting and real estate. The full range of investment products possible considered for retirement including: dividend paying stocks, preferred shares, corporate bonds, GICs, bond funds and ETFs, REITs, TSWP mutual funds, guaranteed withdrawal insurance products, segregated fund from insurance companies and much more will be covered.

TOPICS INCLUDE:

  • Calculating how much money is needed to save for retirement and what is available to spend after retirement.
  • Building an investment portfolio to provide for retirement spending
  • Retirement planning implications for discussion on CPP, real estate, career, length, supporting children, pensions, spousal death and health issues
  • Tax breaks related to retirement
  • Reviewing investment products suitable in retirement

WHO WILL BENEFIT:

Individuals approaching retirement or in retirement now

 

Lunch 12:00 noon to 1:00PM

Afternoon Sessions
Afternoon Sessions run concurrently from 1:00PM – 4:00PM, with a coffee break at 2:30PM

Choose from:

 

G - Designing Retirement Income (continued)

Speaker: Kurt Rosentreter CPA, CA, CFP, CLU, FCSI, CIMA, Senior Financial Advisor & Portfolio Manager, Manulife Securities Incorporated, President, Upper Canada Capital Inc.

H - Data Analysis & Business Modeling Excel

Speaker: David Elsner, President of DHE consulting

Whether you work for a large or small organization, you probably use Microsoft Excel. Your job likely involves analyzing, summarizing, and reporting data. It might also involve building models to help reduce costs, increase profits, or better manage operations. The session will teach participants how to use Microsoft Excel more competently to analyze data, create models, and generate insights. Participants will learn some the key tools in Excel to solve business problems and generate insights. Participants will learn how to work with data, create charts, use formulas, leverage lookup functions, create PivotTables, use data analysis tools, visualize data, and conduct statistical analysis.

TOPICS INCLUDE:

  • Understand and learn some of the key formulas, functions, and tools in Excel to conduct basic to advanced data analysis and model building.
  • Employ PivotTables and Slicers to dynamically generate business insights.
  • Use Formula auditing tools to understand and diagnose spreadsheet and model errors.
  • Conduct detailed statistical tests and analysis using the Data Analysis ToolPak.
  • Discover multiple ways to visualize data to transform basic information into actionable insights.

WHO WILL BENEFIT:

Business professionals that need to learn Excel skills to analyze data, develop broader analytic capabilities to make faster and smarter business decisions, and learn techniques to solve business problems.