EVENT DESCRIPTION


CPA Ontario's Practice Management & Tax Summit is a two-day learning opportunity for current and aspiring professional practitioners interested in networking with their peers and updating their knowledge base on issues and legislation currently facing the accounting profession. 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.


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

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 of Bluecat, Investor & Keynote Speaker; Weekly Commentator for CBC’s The Business Panel and previously a “Dragon” on CBC’s Next Gen Den

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

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


People & Practice Management Stream

Best Practices in Value Billing

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


Technical & Compliance Stream

Employment Law Update

12:00 p.m. – 1:00 p.m.

Networking Lunch

1:00 p.m. – 2:00 p.m.

Breakout Sessions

Technology & Innovation Stream

Best Practices in Online Tax Filing and Services for Businesses


People & Practice Management Stream

How to Manage Remote Employees


Technical & Compliance Stream

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

Jane Adams, CPA, Tax & Management Consultant

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

Curated List of Tech Solutions and Applications for Small Businesses and Independent Practitioners


People & Practice Management Stream

Building a Succession Plan for Your Business


Technical & Compliance Stream

Accounting Updates for Private Companies

3:10 p.m. – 3:40 p.m.

Networking Coffee Break

3:40 p.m. – 4:30 p.m.

Closing Keynote Session

How to Run Professional Services Firm of the Future

Josh Zweig, CPA, CA, Partner, LiveCA LLP; Fully digital online accounting firm

4:30 p.m. – 7:00 p.m.

Evening Networking Activity


Day 2 Agenda

8:00 a.m. – 8:50 a.m.

Registration and Networking Breakfast

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 and Conference Workshop Facilitator

9:40 a.m. – 10:30 a.m.

Talking Tax with Canada’s Personal Finance and Tax Expert

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

10:30 a.m. – 11:00 a.m.

Networking Coffee Break

11:00 a.m. – 12:00 p.m.

Breakout Sessions

Technology Stream

Case Study & Demo: How to Automate Your Practice


People & Practice Management Stream

Effective Timesheet Practices

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


Technical & Compliance Stream

Tax considerations in financial planning for small businesses

12:00 p.m. – 1:00 p.m.

Networking Lunch

1:00 p.m. – 2:00 p.m.

Breakout Sessions

Technology Stream

Cybersecurity Tips You Need to Know


People & Practice Management Stream

Best Practices in Recruiting & Retaining Best Talent for Your Practice


Technical & Compliance Stream

Changes to the RDTOH System for CCPCs and Implications of Passive income on the Small Business Deduction

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

2:00 p.m. – 2:10 p.m.

Quick Refreshment Break/Switch Rooms

2:10 p.m. – 3:10 p.m.

Breakout Sessions

Technology Stream

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

Paul Copcutt, Personal Brand Keynote Speaker and Conference Workshop Facilitator


People& Practice Management Stream

Staying Out of Trouble: Refresher on Rules of Professional Conduct for CPAs

Presentation by CPA Ontario


Technical & Compliance Stream

Overview and Impact of TOSI 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 and CEO of The Pontefract Group, Author of three best-selling books, Keynote Speaker, Human Whisperer

4:30 p.m. – 4:50 p.m.

Conference Wrap-up Closing Remarks


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 3, 2019