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


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