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

Thank You to Our Generous Sponsors



Practice Management & Tax Summit
Sept 5th and 6th, 2019
Village Conference Centre


Day 1 Agenda

7:30 a.m. – 8:30 a.m.

Registration and Networking Breakfast

8:30 a.m. – 8:50 a.m.

Conference Welcome Remarks

by Conference Host and MC
Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator

8:50 a.m. – 9:40 a.m.

Opening Keynote Session

How to Embrace Change and Take Your Business to the Next Level

Michael Hyatt, Co-Founder, Bluecat, Investor & Keynote Speaker; Weekly Commentator for CBC’s The Business Panel; previously a “Dragon” on CBC’s Next Gen Den

“If you become comfortable as an entrepreneur, you might as well be dead.” - Michael Hyatt

By the age of 25, Michael Hyatt was a self-made millionaire. How? By building two highly successful tech firms that he sold for $500 million dollars each. Today, Michael ranks as one of Canada’s top entrepreneurs, and is also a mentor and an investor in several startups. What’s his secret to business success? The first thing Michael tells a budding entrepreneur is to do one thing and one thing, well. Just as importantly, you need to embrace discomfort, pain, and sacrifice.

In this upfront talk, Michael will touch on lessons learned throughout his own journey, inspiring you to think differently in your approach to business success. He will cover technological change, business disruption, and leadership philosophies, including:

  • Why you need to prepare for a marathon, not a sprint
  • How to avoid common mistakes leaders make
  • Why sometimes failing is good
  • Why asking powerful questions will lead you to the right answer (not just your answer)
  • How to hire people that are smarter than you and let them excel
  • Ways to win in the new demographic shift

9:40 a.m. – 10:30 a.m.

Negotiation Best Practices and How to Raise Fees Without Losing Clients

Fotini Iconomopoulos, Negotiation and Communication Expert, Keynote Speaker, Professor, Trainer & Advisor

Cialdini’s principles of persuasion tell us that likability is more important than most of us realize. But when it comes to negotiating, how can you be likeable without giving away the farm?

Nicknamed “the negotiator” as a child, Fotini Iconomopoulos will explore the science behind the principles of persuasion — and demonstrate how to use it to get what you want.

The reality is, we are constantly negotiating. And it rarely looks like a pay-per-view main event. Contrary to popular belief, effective negotiation isn’t about arguing — it’s about a discussion aimed at reaching an agreement. Just as useful at home as in the boardroom, the techniques you learn in this session will assist in all types of negotiations (without any of the battle scars).

In this eye-opening keynote, Fotini will share:

  • How to recognize different types of negotiations
  • Subtle techniques to get what you want more effectively
  • What to say to get through the most difficult conversations
  • How to frame your conversations to get easier agreements and prevent conflict

10:30 a.m. – 11:00 a.m.

Networking Coffee Break

11:00 a.m. – 12:00 p.m.

Breakout Sessions

Technology & Innovation Stream

Small Business Technology Trends For 2019

Scott Zandbergen, Accounting Community Advocate, Intuit Canada

In today’s ever-evolving world, small businesses are busier than ever. And with change being the only constant, a longing for a sense of security — a universal human need — arises within the context of business.

In this session, Scott Zandbergen explores the five mega trends that inform culture, consumer behaviour, and businesses — weaving lessons and opportunities for accountants and their clients into his talk.

You will learn:

  • How technology will continue to become more ubiquitous in today’s hyper-connected world
  • The importance of delivering the right information at the right time
  • The need for ceaseless data, connectivity, and collaboration
  • How to maintain community in an increasingly digitized world


People & Practice Management Stream

Best Practices in Value Billing

Jean-Guy Talbot, FCPA, FCGA, Founder & CEO, Talbot & Associates; Founder & CEO, ReveNew Practice Management

How do you determine the value of the services you provide? What’s the maximum fee you can charge without scaring current or potential clients away? Are there times when charging an hourly rate is more appropriate than a fixed pricing model?

Jean-Guy Talbot will walk you through the process of moving from charging by the hour to charging based on value provided. This session will focus on asking the right questions, and will touch on a few negotiation techniques to increase profit and satisfaction.

You will learn:

  • The art of determining the value of services provided, and techniques to improve a client’s perspective
  • How to discuss fees and sell the value of your services to new and existing clients
  • Ways to train and motivate your team on how to discuss fees with clients and potential clients
  • When it’s appropriate to charge by the hour


Technical & Compliance Stream

Effectively Navigating Through the Employment Law Minefield

Arjun Dhir, Associate Employer Lawyer, Rodney Employment Law

In today's legal environment, taking care of the 'people side' of the business is becoming increasingly important to organizations. In order to combat the chance of lawsuits arising from workplace issues, business leaders need to be equipped with the knowledge and tools to reduce legal costs, minimize risk, and deal with employee issues professionally and promptly.

Arjun Dhir will offer insight in terms of the latest developments in employment law, arming employers with tools and tips to minimize potential legal fees and avoid the courts.

Gain a better understanding of:

  • 'Hot' topics in employment law, including: employment agreements, workplace harassment, and termination best practices Employment-related laws and what is required to protect your business
  • Employment-related laws and what is required to protect your business
  • How to proactively deal with workplace issues before they escalate
  • Your rights and obligations when it comes to minimizing liability

12:00 p.m. – 1:00 p.m.

Networking Lunch

12:00 p.m. – 1:00 p.m.

Lunch & Learn

How to Ask Better Questions

Mollie Khine, Certified Coach and Co-creator of Convers(ate)

Taylor Buonocore-Guthrie, Management and Leadership Consultant, Seasoned Facilitator & Co-creator, of Convers(ate)


Thoughtful questions change the quality of our interactions at work — and in our day-to-day lives.

Co-creators of Convers(ate), Taylor Buonocore-Guthrie and Mollie Khine, will share simple yet powerful anecdotes and specific techniques to teach you how to better ask questions and elevate your conversation.

This session will help you reprogram your communication style to better enable you to tap into the most powerful communication tool you have: the question mark.

You will learn:

  • Techniques for quickly directing your professional conversations to the topics that are most interesting and valuable to your clients
  • How to ask questions that invite others to share the “next level” information that you need to succeed
  • How to ask follow-up questions that are relevant, genuine, and help effectively build relationships

1:00 p.m. – 2:00 p.m.

Breakout Sessions

Technology & Innovation Stream

Advanced Excel Functions, Budgeting and Analytics

Gregg Miyasaki, CPA, CGA, Commercial Business Analyst, BMO Financial Group; President of Huronia CPA Ontario Association


Want to become a better accountant, bookkeeper, or financial analyst using Microsoft Excel?

Gregg Miyaskai has 28+ years of experience in advanced spreadsheet analytics - including designing detailed inventory analysis, multi-divisional budgeting spreadsheets, simple accounting worksheets, and other tracking and analysis tools - and he’s here to share his secrets with you!

In this session, Gregg will provide practical working examples of how to use key Excel functions when developing analytical worksheets.

Walk away with:

  • Tips for creating multi-currency budgeting
  • Ways to enhance analytics, data process automation, and efficiency
  • Key Excel functions for creating simple accounting spreadsheets and inventory analysis


People & Practice Management Stream

How to Manage Remote Employees

Tara Martin, Award-Winning Experience Design Leader, Founder, Keynote Speaker, Author and Educator


Today more than ever, employers are discovering that some of their best employees may never step foot inside their office. Making the decision to hire remote workers gives you access to some of the world’s top talent — no matter where they are. And thanks to technological advances that make it easy to connect in real-time, even differing time zones don’t pose a real issue.

Tara Martin is the perfect example of this type of employer. A serial entrepreneur who has built a number of businesses from scratch, she has only ever hired remote employees. And while there are certainly some challenges to working with an offsite team, Tara is here to share the secrets of managing remote workers in a way that ensures both employee and business success.

You will learn:

  • Why you should bring a remote worker onsite before they begin their first project
  • How long of a trial period is necessary before committing
  • The importance of scheduling regular status updates
  • How to use project management software and communication technologies to your advantage


Technical & Compliance Stream

GST/HST Update and Refresher for Small Businesses and Independent Practitioners

Jane Adams, FCPA, FCMA, Tax & Management Consultant

Helping a client with a CRA GST audit requires real-time knowledge. So does understanding GST compliance for small businesses and startups. And what about the associated risk?

Jane Adam’s refresher session on these topics and more will ensure you are up to date on GST and HST issues that are relevant to small business owners and independent practitioners. Refresh your knowledge on topics that include:

Refresh your knowledge on topics that include:

  • GST registration and small supplier rules
  • E-commerce and cross-border transactions
  • Starting (or ending) a business
  • GST compliance and reporting options available for small businesses and startups
  • Ways to prepare for a client CRA GST audit — and how to help

2:00 p.m. – 2:10 p.m.

Short Refreshment Break/Switch Rooms

2:10 p.m. – 3:10 p.m.

Breakout Sessions

Technology & Innovation Stream

Business Innovation Strategy – Adding Financial Services and Investment Management to a Traditional Accounting Practice

Gerry J. Hogenhout, CPA, CGA, CFP, AMP, Founder & CEO, Accountants Capital Corp; Founder & CEO, Canadian Investment Services

The benefits of adding financial services and investment management to your accounting practice are many. Interested, but don't know where to start?

In this session, Gerry Hogenhout will take you through his own personal journey — a success story that saw him expand a traditional accounting practice to include financial services and investment management.

He’ll also explore how he became the only CPA in Canada to be licensed and regulated by all 5 of the separately regulated marketplaces in Ontario, leading to the creation of the Canadian Investment Services platform.

You will learn:

  • The current investment marketplace and how it greatly disadvantages the average investor
  • Why today’s licensed financial advisors cannot put their clients best interests ahead of their own
  • How your existing clients can be much better served than they are now in the areas of financial services and investment management
  • How you can add financial services and investment management to your current accounting practice without increasing your time commitment
  • Why adding these services to your current accounting practice will help you plan for your eventual retirement
  • Ways to double the value of your current accounting practice


People & Practice Management Stream

Building a Succession Plan for Your Business

Julia Chung, CFP, CLU, FEA, TEP, Partner, CEO, Sr. Financial Planner, Spring Financial Planning

AI and block chain are coming for your business. Sounds dramatic? It is. But if you want to survive the “age of disruption,” remember that what got you here won't get you there. Time to acknowledge that disruption in the financial services industry does include accounting, and start focusing on the future.

In this session, Julia Chung will explore the ways in which you can embrace the future of accounting taking into account these three key tips:

  • Create a business that’s worth buying — Not just now, 10 years from now
  • Recruit and retain talent like never before - Mentor new talent instead of looking for a unicorn
  • Commit to working with outside professionals - Collaboration will help you build your business, retain loyal clients, and boost overall success


Technical & Compliance Stream

Accounting Update for Private Companies

Jane Bowen, FCPA, FCA, Professional Development Consultant and Senior Lecturer, University of Ontario Institute of Technology

Related party transactions. Accounting standards for agriculture. Retractable redeemable shares issued in a tax planning arrangement. Are you up to date on recent changes in these areas (and more)? If not, you aren’t alone. Accounting standards are always evolving.

In this session, Jane Bowen will give you the inside scoop on revised standards and projects that are currently in development.

Walk away with:

  • A snapshot of the latest amendments
  • An insight into changes coming in 2019 and beyond
  • A brief overview of the standards for Private Sector Not-for-Profit Organizations

3:10 p.m. – 3:40 p.m.

Networking Coffee Break

3:40 p.m. – 4:40 p.m.

Closing Keynote Session

How to Run a Professional Services Firm of the Future

Josh Zweig, CPA, CA, Partner, LiveCA LLP

Founder of the fully digital accounting firm, LiveCA, Josh Zweig shares his thoughts on how to run a professional services firm of the future. Using the history, business model, pricing structure, and rationale behind his own company, Josh will provide you with:

  • A breakdown of each type of technology the company uses to run the business
  • Practical advice on how to facilitate change and shift company culture as a first step to innovation
  • Other key considerations when utilizing tech for business efficiency, better service, and client experience

4:40 p.m. – 5:10 p.m.

Day 1 Wrap-up Closing Remarks & Open Forum Discussion

by Conference Host and MC
Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator

6:00 p.m. – 8:00 p.m.

Jeffersonian Dinner Facilitated by Convers(ate) on Top of Blue Mountain

Mollie Khine, Certified Coach and Co-creator of Convers(ate)

Taylor Buonocore-Guthrie, Management and Leadership Consultant, Seasoned Facilitator & Co-creator, of Convers(ate)

Join us for a unique dining experience where we’ll skip the small talk and participate in a whole table conversation that is sure to get you thinking, eating, and drinking! Each table will have a facilitator — and beer and wine — to keep the conversation flowing, and just plain fun.

Relax, and take in the view from the mountaintop as you enjoy a delicious buffet dinner, followed by smores and a good ol’ fashioned bonfire. A great way to unwind after a long, thought-provoking day, this is your opportunity to create connections that will last well beyond the shared meal.


Day 2 Agenda

7:30 a.m. – 8:30 a.m.

Registration and Networking Breakfast

8:30 a.m. – 8:50 a.m.

Day 2 Conference Welcome Remarks

by Conference Host and MC
Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator

8:50 a.m. – 9:40 a.m.

Opening Keynote Session

Get Your Brand On: How to Create a Competitive Advantage Through Communicating Your Uniqueness

Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator

Global costs and technological advancements have completely changed the landscape of business ... forever. Everything is geared toward cheaper, faster, simpler. It’s meant to be easier, but there’s a disconnect. Employee disengagement is at an all-time high. Individuals are craving recognition and have a stronger desire to know that what they are doing is making a difference.

With his unique client stories, engaging approach, and practical strategies, Paul Copcutt will help you distinguish the substance from the spin, inspiring you to take action and ‘get your brand on.’

You’ll discover:

  • How to take greater control of your business, career, and life direction
  • The importance of branding oneself as part of your professional offering
  • How to use this approach to differentiate yourself, your team, and your organization
  • Ways to attract, retain, and engage your very best talent
  • How to manage perceptions of your brand online and offline

9:40 a.m. – 10:30 a.m.

Talking Tax with Canada’s Personal Finance and Tax Expert

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

CIBC’s Jamie Golombek combines his expertise in personal and small business tax, financial planning, and estate planning in a state-of-the-art review of the current landscape of tax planning for individuals. He will review recent personal tax cases of interest, as well as developments in personal tax policy. He’ll also present a variety of tax strategies that clients across Canada are using to minimize their tax bill. Walk away with:

Walk away with:

  • A better understanding of our increasingly complex tax system (and what can be done to improve it!)
  • A review of the top personal tax cases of 2019 and what we can learn from them
  • Specific strategies clients are using to minimize their tax bill

10:30 a.m. – 11:00 a.m.

Networking Coffee Break

11:00 a.m. – 12:00 p.m.

Breakout Sessions

Technology & Innovation Stream

How to Automate Your Practice: A Case Study & Demo

Brian Laundry, Planning & Insurance Expert

An industry leading insurance expert, Brian Laundry specializes in advanced corporate planning with clients. His practice is 100% digital, and Brian generates anywhere between 5-12 new client referrals per week.

Over the past 5 years, Brian’s practice has experienced a considerable revenue increase due to technology. Any professional who aspires to offer a digital experience to their clients should attend this session.

This live demonstration of a digital practice will include:

  • An introduction to common, and uncommon software
  • Applications to improve business processes
  • Techniques and technologies for boosting client experience


People & Practice Management Stream

Effective Use of Timesheets: Discovering the Gold Hidden WIthin

Jean-Guy Talbot, FCPA, FCGA, Founder & CEO, Talbot & Associates; Founder & CEO, ReveNew Practice Management

“I hate timesheets... They’re such a waste of time!”

Filling out timesheets is indeed time-consuming and difficult. So why do it? Because using them properly will, without a doubt, increase firm profits by tens of thousands of dollars.

The reason timesheets fail so miserably is because most practitioners aren’t using the right timesheet or billing software — or simply don't know how to use it.

It’s time to get timesheets right! Join this session to learn:

  • How to use timesheets to generate all the benefits you never knew they had
  • How you can increase your bottom line immensely with very little effort
  • Techniques to use timesheets properly


Technical & Compliance Stream

Tax Considerations in Financial Planning for Small Businesses

Trevor R. Parry M.A., LL.B, LL.M (Tax). TEP; President, TRP Strategy Group, Estate Planning Advisor, Raymond James

If you thought taxes were something you think about once a year, think again! In order to keep a small business’s tax obligations to a minimum, this is a topic that must be considered for financial planning purposes.

Trevor Parry is here to share financial planning techniques that address tax considerations and ultimately provide strategic tax relief for your client’s small business.

You will learn:

  • Options for seeking a deduction
  • Retained earning strategies (a.k.a., non-deductible relief)
  • Life insurance pitfalls and remedies
  • How to use Shared Ownership Critical Illness as a tax arbitrage

12:00 p.m. – 1:00 p.m.

Networking Lunch

12:15 p.m. – 1:00 p.m.

Lunch & Learn

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

Kavika Bourbeau, CPA, CA, CBV, Practice Advisor, CPA Ontario

Donna Genova, CPA, CA, Practice Advisor, CPA Ontario

Samantha Yu, CPA, CA, Practice Advisor, CPA Ontario

This session is also being presented in the Day 2 afternoon breakouts from 2:10 PM to 3:10 PM

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.

Topics covered include:

  • Advertising
  • Independence and confidentiality
  • Conflict of interest and fraud
  • Referral fees and commissions

1:00 p.m. – 2:00 p.m.

Breakout Sessions

Technology & Innovation Stream

LinkedIn – Where Sales and Marketing Meet … and You Should Too!

Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator

LinkedIn is fast becoming THE go-to destination and a relied upon personal branding tool for professionals, small business owners, and business leaders. But what does it take to find success on this platform?

In this session, Paul Copcutt explores the very latest DOs and DON’Ts for effective communication, strong relationship building, and increased professional presence that gets results.

You will learn:

  • How to build a profile that stands out
  • How to leverage LinkedIn’s benefits for the sales AND marketing of You Inc.
  • Ways to communicate your personal brand in only 5 minutes a day
  • Practical tips on highlighting key areas that get your LinkedIn profile noticed immediately


People & Practice Management Stream

Best Practices in Recruiting & Retaining Best Talent for Your Practice

Christina Atkinson, MA, CHRL, Director, Human Resources, DJB Chartered Professional Accountants

Talk about attracting and retaining top talent is all the rage these days. And no wonder! Employers want to feel confident they’ve made the right decision in a new hire. And knowing their workplace culture encourages employee engagement and productivity is another top priority.

While hiring the next unicorn may not be in anyone’s future — spoiler alert: unicorns aren’t real! — Christina Atkinson is here to share the secrets and strategies to talent acquisition and retention. Drawing from her 20+ years of HR experience, she will cover:

  • Process considerations for recruitment
  • Tips to identify the star potential in your candidates
  • The importance of pre-boarding and onboarding
  • How employee engagement plays a role in retention


Technical & Compliance Stream

Overview of RDTOH, Corporate Dividends, & New SBD Restrictions

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

The field of taxation is always changing. When it comes to those dealing with income taxation of owner-managed businesses, some of these changes are considered a "must-know."

Join tax expert and lecturer Alex Garber as he discusses recent changes applicable to Canadian private corporations.

Topics include:

  • Eligible versus non-eligible dividends review
  • 2019 changes to the RDTOH system
  • New restrictions on the Small Business Deduction (based on excessive investment income)

2:00 p.m. – 2:10 p.m.

Short Refreshment Break/Switch Rooms

2:10 p.m. – 3:10 p.m.

Breakout Sessions

Technology & Innovation Stream

Cyber-Security Tips You Need to Know

Karl Schober, Senior Associate, Dentons Canada LLP

More and more, organizations are concerned about cyber-security, privacy, and digital matters. One thing is clear: Data protection is swiftly becoming more important than protecting physical assets.

In this session, Karl Schober will discuss what sort of cyber threats small businesses face, how they can prevent them, and what steps to take in the event of a cyber-security incident.

He will cover:

  • Why data protection matters
  • The law and your obligations
  • Issues and tips for protecting your data
  • What you need to know when dealing with third-party service providers
  • How to build your compliance program
  • What to do when things go wrong


People & Practice Stream

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

Kavika Bourbeau, CPA, CA, CBV, Practice Advisor, CPA Ontario

Donna Genova, CPA, CA, Practice Advisor, CPA Ontario

Samantha Yu, CPA, CA, Practice Advisor, CPA Ontario

This session is also being presented at the Day 2 Lunch and Learn

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.

Topics covered include:

  • Advertising
  • Independence and confidentiality
  • Conflict of interest and fraud
  • Referral fees and commissions


Technical & Compliance Stream

A Practical Approach to TOSI

Rishma Jessa, CPA, CGA, RSM, Tax Senior Director, Private Client Services

Sunny Jaggi, CPA, CA, MTax, RSM, Tax Senior Manager, Private Client Services


In this session, Rishma Jessa and Sunny Jaggi will examine the rules that govern tax on split income, which have been effective for over a year.

Through case studies and examples, you will learn:

  • How to implement many aspects of the legislation
  • The continued difficulty in interpreting these rules
  • Practical approaches to dealing with these rules

3:10 p.m. – 3:30 p.m.

Networking Coffee Break

3:30 p.m. – 4:30 p.m.

Conference Closing Keynote

The Critical Importance of Being Open When Running A Business

Dan Pontefract, Founder & CEO of The Pontefract Group; Author of three best-selling books, Keynote Speaker, Human Whisperer

In this age of constant change, there are key questions to ask (and answer!) that relate to running a business. Are we open to lead? Are we open to think? Are we open to change? Are we open to being open?

Any great organizational culture requires the right leadership behaviours to enable success. It is imperative to attract and retain talent. An open and engaged culture becomes your competitive advantage. Indeed, becoming an open organization is key to establishing a community full of great problem solvers, customer advocates, and entrepreneurial leaders.

A commitment to being a collaborative leader means being able to better plan for the future of your business. And being truly open to whatever change comes your way.

In this interactive keynote, best-selling author and leadership strategist Dan Pontefract will explore what it means to create an open-thinking culture — one that inspires a workplace of motivated, engaged employees.

Walk away with:

  • Insights, stories, and practical tips to help improve your leadership skills
  • An understanding of the key facets of a truly engaged, collaborative, and open-thinking culture
  • Ways to attract, develop, and retain future CPA employees at your firm

4:30 p.m. – 5:10 p.m.

Conference Wrap-Up Closing Remarks

by Conference Host and MC
Paul Copcutt, Personal Brand Keynote Speaker & Conference Workshop Facilitator


Accommodations:

Blue Mountain Resort

Call – 877-445-0231

Email – mail@bluemountain.ca

Visit – https://bmrbooking.bluemountain.ca and enter Group Code “GB00001348”

Please reserve before August 10, 2019