EVENT DESCRIPTION

This event includes 10 hours of CPD.

Register early to receive EARLY BIRD PRICING

DatesPricing
May 17 - September 3$249.00
September 3 - October 1$375.00

CAREER STAGE: Any

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.


Looking to attend one-day only?

Register for Day 1 of Practice Management & Tax Summit.
Register for Day 2 of Practice Management & Tax Summit.

AGENDA (Day 1)

TIMEEVENT
8:00 a.m. – 8:30 a.m.Networking
8:30 a.m. – 8:40 a.m.Opening Conference Remarks
8:40 a.m. – 8:45 a.m.Opening Remarks by CPA Ontario
8:45 a.m. – 9:45 a.m.Opening Keynote

Topic: Economic Update

Speaker: TBA

9:45 a.m. – 9:50 a.m.Short Break
9:50 a.m. – 10:50 a.m.Main Session

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

Speaker: Jane Adams, FCPA, FCMA, Tax & Management Consultant

10:50 a.m. – 10:55 p.m.Break & Networking Opportunity
10:55 a.m. – 11:55 p.m.Panel Discussion

Topic: TBA

Speaker: TBA

11:55 p.m. – 12:45 p.m.Lunch & Networking
12:55 p.m. – 1:45 p.m.Main Session

Topic: Practice Profitability

Speaker: Jean-Guy Talbot, FCPA, FCA

1:45 p.m. – 1:50 p.m.Short Break
1:50 p.m. – 2:50 p.m.Closing Keynote

Topic: Preventing Burnout in the New Future of Work

Speaker: Jennifer Moss, Workplace Productivity & Employee Well-being Expert

2:50 p.m. – 3:00 p.m.Closing Remarks
3:00 p.m. – 4:00 p.m.Networking

AGENDA (Day 2)

TIMEEVENT
8:00 a.m. – 8:30 a.m.Networking
8:30 a.m. – 8:40 a.m.Opening Conference Remarks
8:40 a.m. – 9:40 a.m.Opening Keynote

Topic: Negotiation Best Practices and How to Raise Fees Without Losing Clients

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

9:40 a.m. – 9:45 a.m.Short Break
9:45 a.m. – 10:45 a.m.Main Session

Topic: Tax Updates

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

10:45 a.m. – 10:50 p.m.Break & Networking Opportunity
10:50 a.m. – 11:50 p.m.Main Session

Topic: Team Performance Management

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

11:50 p.m. – 12:40 p.m.Lunch & Networking
12:40 p.m. – 1:40 p.m.Main Session

Topic: Estate & Succession Planning

Speaker: Adam Morke, CPA, CA, Partner, Tax Specialist, Stern Cohen Accoutants

1:40 p.m. – 1:45 p.m.Short Break
1:45 p.m. – 2:45 p.m.Closing Keynote

Topic: A Field Guide to Genuine Leadership

Speaker: Dan Pontefract, Future-of-Work Expert & Former Chief Envisioner of TELUS Transformation Office

2:45 p.m. – 2:55 p.m.Closing Remarks
2:55 p.m. – 4:00 p.m.Networking

SPECIAL INSTRUCTIONS

This CPA Ontario PD learning event is live webinar hosted on the innovative Hopin platform. A link to join the event on the Hopin platform will be sent closer to the date. We recommend you join five minutes prior to the scheduled start time.


COMMUNITY & NETWORKING

We know the value of staying connected with peers during this unusual time. Using Hopin’s unique virtual networking features, you will have an opportunity to make new connections and network with fellow CPAs.