Conferences

Practice Management & Tax Conference - IN-PERSON EVENT

OCT 04 - Oct 05, 2022

The International Centre, Mississauga

DATE

OCT 04 - OCT 05

2022

TIME

8:30 AM - 3:00 PM

WHO CAN ATTEND

All

PD HOURS

12 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Sep 19, 2022

EVENT DESCRIPTION

Register early to receive EARLY BIRD PRICING

DatesPricing
February 18 – September 13999.00
September 14 – October 4$1,149.00

CPA Ontario's Practice Management & Tax Conference is back in person and will be hosted at The International Centre in Mississauga. This two-day learning opportunity is for current and aspiring professional practitioners, who are interested in updating their knowledge base on issues and legislation currently facing the accounting profession. Both days include exciting networking opportunities to share your knowledge and connect with your peers.

Can't attend the conference in person? Enjoy all the benefits of this conference from the comfort of your own home. We're now offering virtual admission to this conference. Learn more about the virtual options for this conference here.

AGENDA AND FEATURED PRESENTERS

Sessions and speakers subject to change.

DAY 1 AGENDA
TIMEEVENT
7:30 a.m. – 8:30 a.m.Networking
8:30 a.m. – 8:45 a.m.Opening Remarks

Host: Paul Copcutt, Personal Branding and LinkedIn Strategist & Consultant, Paul Copcutt Unlimited

CPA Ontario: Craig Smith, Executive Vice-President, Member & Student Services

8:45 a.m. – 9:45 a.m.Opening Keynote

Speaker: Linda Nazareth, Economist, Author, and Broadcaster

Topic: Economorphics

Description: From globalization to urbanization to dealing with demographic change, the world we know is morphing into a different planet with different economic opportunities and challenges. What are the trends taking today into tomorrow, and what are the trends that are resulting from the shift? In ‘Economorphics’, Linda Nazareth talks about the dozens of things she sees happening, and the challenges – and opportunities they present to the economy, the labour market and the financial markets – and to your industry as well.

9:45 a.m. – 10:45 a.m.Main Session

Speaker: Garth Sheriff, CPA, CA; Founder of Sheriff Consulting

Topic: Recruitment Strategy for Hybrid Workforces

Description: The recruitment of talent in the age of hybrid work has changed. It requires an understanding of the current deeds of the workforce and the development of a tailored strategy. We will explore:

  • The challenges of recruiting talent in the current environment,
  • Research on critical attributes the current workforce is looking for in an organization,
  • How to develop a tailored recruitment strategy for a hybrid workforce.

10:45 a.m. – 11:15 a.m.Coffee Break
11:15 a.m. – 12:15 p.m.Interactive Main Session

This session will be recorded.

Speaker: Jean-Guy Talbot, FCPA, FCGA; Founder & CEO, RêveNew Practice Management; Founder & CEO, Talbot & Associates

Topic: Pricing Products & Services / Marketing

Description: In this interactive session, attendees will learn:

Pricing Products & Services

  • The art of determining the value of services and products provided
  • Techniques to improve the client’s perspective on the value of products and services provided
  • How to discuss billing with a client
  • Training and motivating your team to properly value and discuss amounts charged with clients and prospects
  • When it’s appropriate to charge by the hour rather than using a fixed pricing mode
Marketing

  • Why you should market your business
  • How a marketing plan is created
  • How to establish a budget for your marketing initiatives
  • Ways to measure the results of your marketing efforts
  • The role company culture plays in marketing
  • Practical ways you can promote your business in various markets
11:15 a.m. – 12:15 p.m.Breakout Session

This session will be recorded.

Speaker: Joel Shapiro

Topic: No Accounting for Turnover: Employee engagement, development, and retention

12:15 p.m. – 1:15 p.m.Lunch

1:15 p.m. – 2:15 p.m.Interactive Fireside Chat

Moderator: Rosanna Lamanna CPA, CA, Partner, Audit and Accounting at Fuller Landau

Speaker: Jennifer McCann, CPA, CA, CEO of FocusCPD Inc.

Topic: Quality Assurance Management

2:15 p.m. – 3:15 p.m.Main Session

Speaker: Manu Kakkar, CPA, CA, CGA, TEP, MTax

Topic: Current State of Surplus Stripping

2:15 p.m. – 3:15 p.m.Breakout Session

NOTE: This session will be recorded.

Speaker: John Mill

Topic: How Does 10x-ing Value Work in an Owner-Managed Business?

3:15 p.m. – 3:45 p.m.Coffee Break

3:45 p.m. – 4:45 p.m.Closing Keynote

Speaker: Coming soon.

Topic: Coming soon.

END OF DAY 1
DAY 2 AGENDA
TIMEEVENT
7:30 a.m. – 8:30 a.m.Networking Breakfast
8:30 a.m. – 8:35 a.m.Opening Remarks

Host: Paul Copcutt, Personal Branding and LinkedIn Strategist & Consultant, Paul Copcutt Unlimited

8:35 a.m. – 9:35 a.m.Opening Keynote

Speaker: TBA

Topic: TBA

9:35 a.m. – 10:35 a.m.Main Session

Speaker: Malcolm D’Souza, CPA, CA; Executive Vice-President, CPA Plan

Topic: Risk Management

10:35 a.m. – 11:05 a.m.Break & Networking Opportuinity
11:05 a.m. – 12:05 p.m.Main Session

Speaker: Coming soon.

Topic: Coming soon.

12:05 p.m. – 1:05 p.m.Facilitated Lunch & Learn: Practitioner's Roundtable Discussion
1:05 p.m. – 2:05 p.m.Main Session

Speaker: Alex Garber, CPA, CA, MTax; Tax Advisor & Educator

Topic: New in 2022 - Tax Changes for Small Businesses

2:05 p.m. – 3:05 p.m.Panel Discussion

Topic: The Do's & Don'ts of Succession Planning

Moderated by: Melanie E. Russell, CPA, CA; Founder of Kalex Valuations Inc.

Panelists:

  • Joe Truscott, CPA, CA; Joseph A. Truscott - Chartered Accountant and Business & Income Advisors
  • Darryl Boyd, Regional Market Leader, Poe Group Advisors
  • John Mill, Author of "Hire Your Buyer: a Philosophy of Value Creation"
3:05 p.m. – 3:35 p.m.Break & Networking Opportuinity
3:35 p.m. – 4:35 p.m.Closing Keynote

Speaker: TBA

Topic: TBA

4:35 p.m. – 4:45 p.m.Closing Remarks

Host: Paul Copcutt, Personal Branding and LinkedIn Strategist & Consultant, Paul Copcutt Unlimited

END OF DAY 2

WHO WILL BENEFIT

  • CPAs and aspiring students
  • CPAs who have followed non-traditional career paths
  • CPAs working in Canadian tech
  • Accounting firms and post-secondary institutions
  • Small business owners and sole practitioners
  • Technology firms and solution providers
  • Anyone who is passionate about accounting, finance and technology

PRICING

Early-bird pricing until Sep 06, 2022

$989.00 Personal Passport

$989.00 Organization Passport

$999.00 Member

$999.00 Student

$999.00 Public

Status: Registration open until Sep 19, 2022

LOCATION

The International Centre, 6900 Airport Road, Mississauga, Ontario, L4V 1E8

SPEAKER(S) BIO

Updates on more of our special guest speakers coming soon.

SPECIAL INSTRUCTIONS

LOCATION

This event will take place at the International Centre, 6900 Airport Rd, Mississauga, Ontario, L4V 1E8

The conference is also available as a virutal event. Learn more about the virtual options for this conference here.