EVENT DESCRIPTION

PractTax Banner Image

CPA Ontario's Practitioner & Tax Conference is a two-day learning opportunity for current and aspiring practitioners and tax leaders interested in networking with their peers and updating their knowledge on issues and legislation currently facing the accounting profession. This year's conference will also include tax specific speakers and programming.

Sessions will include plenary and concurrent formats.


Thank You to All Our Generous Sponsors


Supporting Exhibitors




Duncan Stewart, Chris Mathers, Julie James, Adam Morke and Warren Coughlin invite you to CPA Ontario's Practitioner and Tax Conference.

Duncan Stewart


Chris Mathers


Julie James


Adam Morke


Warren Coughlin




Day 1 Agenda – October 18, 2017

7:30 a.m. – 8:30 a.m.

Breakfast and Registration

8:30 a.m. – 9:30 a.m.

Opening Keynote:

TMT Predictions – Think About the Future
Duncan Stewart
Director or Research, TMT, Deloitte Canada

9:30 a.m. – 10:30 a.m.

Breakout Sessions (Select One):

Managing the New Workplace
Malcolm MacKilop
Partner, Shields O'Donnell MacKillop LLP

Todd Weisberg
Associate, Shields O'Donnell MacKillop LLP


Advanced Tax Planning & Succession Planning for Family Business
Ali Spinner, CPA, CA
Partner, Crowe Soberman

10:30 a.m. – 10:50 a.m.

Networking Break

10:50 a.m. – 12:15 p.m.

International and US Tax Panel
Karyn Lipman, CPA, CA
Senior Partner, Tax, Crowe Soberman

Jim Dawson
International Business & Tax Advisor to Global Enterprises and International Tax Partner, Crowe Horwath

12:15 p.m. – 1:45 p.m.

Lunch & Spotlight Presentations

1:45 p.m. – 2:45 p.m.

Breakout Sessions (Select One):

Managing the New Workplace
Malcolm MacKilop
Partner, Shields O'Donnell MacKillop LLP

Todd Weisberg
Associate, Shields O'Donnell MacKillop LLP


Advanced Tax Planning & Succession Planning for Family Business
Ali Spinner, CPA, CA
Partner, Crowe Soberman

2:45 p.m. – 3:00 p.m.

Networking Break

3:00 p.m. – 4:00 p.m.

Breakout Sessions (Select One):

Increase Your Revenue: Marketing Tips from a Successful Accounting Marketer
Julie James
Marketing Director, Stern Cohen LLP


Creating a High Performance Culture
Warren Coughlin
Business Coach, Jumpstart Coaching

4:00 p.m. – 5:00 p.m.

Legal Compliance and Obligations from an Accounting Perspective
Chris Anderson
Partner, Davies, Ward, Phillips & Vineberg

5:30 p.m. – 7:30 p.m.

Cocktail Reception


Day 2 Agenda – October 19, 2017

7:30 a.m. – 9:00 a.m.

Breakfast and Registration

8:00 a.m. – 9:00 a.m.

Sponsored: Intuit Session
TBA

9:00 a.m. – 10:00 a.m.

Day 2 Keynote:

Cybersecurity - The Invisible War
Chris Mathers
Crime, Terrorism and Security Expert

10:00 a.m. – 11:00 a.m.

Breakout Sessions (Select One):

Money in the Bank: Maximizing Your Client's Equity and Debt Raises
Rob Hong
Founder, Sapling Financial Consultants Inc.


Global Clients - Risks and Challenges
Isabella Bertani, CPA, CA
Partner, Collins Barrow

11:00 a.m. – 12:00 p.m.

Lunch & Spotlight Presentations

12:00 p.m. – 1:15 p.m.

July 18 Tax Proposals Affecting Private Corporations
Adam Morke, CPA, CA
Tax Manager, Stern Cohen LLP

1:15 p.m. – 1:30 p.m.

Networking Break

1:30 p.m. – 3:00 p.m.

Closing Keynote:

Case Study: Application of July 18 Tax Proposals
Adam Morke, CPA, CA
Tax Manager, Stern Cohen LLP

Nathan Wright
Partner, Spectrum Law Professional Corporation




Day 1 – Opening Keynote Speaker

Duncan Stewart
Director of Research, Deloitte Canada, Technology, Media & Telecommunications

DuncanStewart

Duncan is the Director of TMT Research for Deloitte Canada, and is a globally recognized expert on the forecasting of consumer and enterprise technology, media and telecommunications trends. He is a member of Deloitte's national TMT executive team, and co-author of Deloitte Research's annual Predictions report on trends in TMT. He is also conducting cross industry research for Deloitte in Latin America, as well as the Nordics (Sweden, Denmark, Finland and Norway) in 2017/18.

Duncan has over 25 years of experience in the TMT industry. As an analyst and portfolio manager, he has provided research or made investments in the entire Canadian technology and telecommunications sector, and won the Canadian Technology Fund Manager of the Year award in its inaugural year. In his time as an investor he deployed a cumulative $2 billion of capital into global TMT markets.

Duncan has a high profile media presence and is frequently interviewed on technology, media and telecommunications issues. He has been a technology columnist for the Globe and Mail, CBC Radio and the National Post.


Day 2 – Opening Keynote Speaker

Chris Mathers
Crime, Terrorism and Security Expert

ChrisMathers

Chris spent most of his life working undercover for the Royal Canadian Mounted Police, United States Drug Enforcement Administration, and the United States Customs Service. Posing as a gangster, a drug trafficker, and even as a money launderer, Mathers has seen and done it all.

Chris retired after a 20-year career with the Royal Canadian Mounted Police. At the time of his retirement, he was the senior undercover operator at the RCMP Proceeds of Crime Section, where he established and operated a number of “storefront” money laundering businesses in Canada and the United States. Chris personally infiltrated criminal organizations in North America, the Caribbean, Latin America, and Europe.

A popular media commentator and speaker, Chris has served as a consultant on several feature films and documentaries relating to organized crime, espionage and money laundering. He has appeared on television and radio interviews on CNN, PBS, MSNBC, all of the Canadian national news networks as well as media outlets in Asia, Africa, Europe, Australia and the Caribbean. Chris is also the host of The Egyptian Job, on the National Geographic Channel and the author of the bestselling book, Crime School: Money Laundering.


Day 2 – Closing Keynote Speaker

Adam Morke, CPA, CA
Tax Manager, Stern Cohen LLP

AdamMorke

Adam is a Tax Manager at Stern Cohen LLP, a mid-size accounting firm in midtown Toronto, where his practice focuses on advising owner-managed businesses and high-net-worth individuals in areas including estate and succession planning, post-mortem planning, corporate reorganizations, departure tax planning, CRA dispute resolutions and cross-border issues.

Adam is a CPA, CA, and a Certified Public Accountant (Illinois). Adam has completed both the In-Depth Income Tax Course (Parts 1-3) and the In-Depth GST/HST Course offered by CPA Canada. Adam graduated with a Bachelor of Accounting (First-class honours) from Brock University.

Adam's past experiences include working at a Canadian and International Tax Specialist firm where his practice focused on domestic and international tax planning. This experience has given him a broad knowledge base to advise clients on both domestic and cross-border tax matters. Adam is also a member of the Canadian Tax Foundation and a student member of the Society of Trust and Estate Practitioners (STEP) Canada.



SPEAKER(S) BIO

Duncan Stewart
Director of Research, TMT, Deloitte Canada

Chris Mathers
Crime, Terrorism, and Security Expert

Adam Morke, CPA, CA
Tax Manager, Stern Cohen LLP

Malcolm MacKilop
Partner, Shields O’Donnell MacKillop LLP

Todd Weisberg
Associate, Shields O’Donnell MacKillop LLP

Ali Spinner, CPA, CA
Partner, Crowe Soberman

Karyn Lipman, CPA, CA
Senior Partner, Tax, Crowe Soberman

Jim Dawson
Partner, Crowe Horwath

Chris Hopkins
Partner, Crowe Horwath

Julie James
Marketing Director, Stern Cohen LLP

Warren Coughlin
Business Coach, Jumpstart Coaching

Chris Anderson
Partner, Davies, Ward, Phillips & Vineberg

Rob Hong
Founder, Sapling Financial Consultants Inc.

Isabella Bertani, CPA, CA
Partner, Collins Barrow

Nathan Wright
Partner, Spectrum Law Professional Corporation

Location

Scotiabank Convention Centre,
6815 Stanley Ave,
Niagara Falls, Ontario, L2G 3Y9

SPECIAL INSTRUCTIONS

Hilton Niagara Falls
6361 Fallsview Boulevard
Niagara Falls, ON L2G 3V9
Book at the Hilton Niagara Falls here

Hotel reservations are the responsibility of the participant and will be available at the Hilton Niagara Falls will be available until October 6, 2017. Subject to availability.

New Search

Dates From

Dates To

Location