CPA Ontario's Infinite CPA Conference: Roadmap to Digital Literacy

Sep 19, 2023



SEP 19



8:30 AM - 5:30 PM




6 Hours


0 Hours


Registration open until

Sep 18, 2023


Join us for a one-day virtual event designed to help you make improve your digital literacy whether you are just starting to explore the use of emerging technology or are an advanced user. This conference will provide a strategic lens on incorporating new technologies into your organization, share evaluation techniques to determine the best tools for you and clarify how to operationalize and monitor implementation. With the help of top industry experts, learn about how digital literacy is critical for accounting and finance professionals and how to take advantage of the benefits of emerging tech and plan for associated risks.

Our interactive virtual conferences are a great way to learn from industry experts, engage with peers, and complete your CPD hours.


Sessions and speakers subject to change.

8:30 a.m. – 9:00 a.m.Networking
9:00 a.m. – 9:15 a.m.Conference Host Opening Remarks

Event Host: Chad Davis, Co-Founder & Partner LiveCA LLP

9:15 a.m. – 10:15 a.m.Opening Keynote

Topic: Artificial Intelligence and Intelligent Automation in Accounting and Financial Services

Speaker: To come

10:15 a.m. – 10:25 a.m.Break & Networking

10:25 a.m. – 11:10 a.m.

Topic: How to evaluate technology investments and identify the most promising opportunities for SMEs (Small to Medium Businesses)

Speaker: Narbe Alexandrian, Founder and CEO of Define Capital

Description: In today's rapidly evolving business landscape, it has become crucial for Small to Medium Enterprises (SMEs) to make wise technology investments that align with their goals and drive growth. This session will delve into the process of evaluating technology investments and uncovering the most promising opportunities for SMEs. Attendees will gain practical insights and strategies to navigate the complex realm of technology, enabling them to make informed decisions that maximize returns on their investments and contribute to their organizations' success.

Key Takeaways:

  • Learn effective methods for evaluating current processes and identifying areas where technology can make the most impact.
  • Explore strategies for researching and evaluating various technology solutions, such as functionality, scalability, security, ease of integration, and long-term viability.
  • Learn how to conduct a comprehensive financial analysis to determine the potential return on investment (ROI) and total cost of ownership (TCO) associated with technology investments.
  • Discuss the ethical components and frameworks around creating and executing investment strategies.
11:10 a.m. – 11:22 p.m.Break & Networking

11:20 a.m. - 12:05 p.m.

Topic: The Future of Decentralized Finance (DeFI): Blockchain and Beyond

Speaker: Erica Pimentel, Assistant Professor, Smith School of Business, Queen’s University

Description: Building on her experience as a CPA, educator and researcher in the blockchain and digital technologies space, Erica will demystify the landscape of decentralized finance (DeFi). Using parallels to areas of traditional finance like lending and governance, she will demonstrate how blockchain-based applications can extend well-known practices by making them cheaper, faster and more accessible. Using recent use cases as examples, she will also demonstrate the pitfalls of DeFi and provide practitioners with practical tools to advise their clients on the risks and opportunities in this emerging space.

Key Takeaways:

  • Obtain an understanding of the landscape of decentralized finance across areas such as governance, finance and accounting
  • Understand the regulatory landscape evolving around decentralized finance
  • Examine key use cases to understand the strengths and weaknesses, opportunities and threats of DeFi compared to CeFi (centralized finance).
12:05 p.m. - 1:05 p.m.

Lunch & Networking

1:05 p.m. - 1:50 p.m.

Topic: Leading Technology Change

Speaker: Kazeem Jaffer, CPA, CA, MBA, Principal, Finalyze Consulting

Description: Are you leading a technology project for your organization? A new ERP system, budgeting tool, or maybe experimenting with RPA tools? Today’s accounting and finance leaders are at the heart of driving technological change in their organization. Kaz will take you through his practical tips and lessons learned in his 10+ years of delivering technological change at large to mid-sized organizations.

Key Takeaways:

  • The leader’s role in driving technology change
  • Tips on building a sound business case for technology investment
  • Strategies to rally the organization to embrace new technology
  • System implementation project management best practices
  • Sustaining a culture of continuous improvement and innovation
1:50 p.m. - 2:00 p.m.

Break & Networking

2:00 p.m. - 2:45 p.m.

Topic: Fireside chat Q&A

Speakers: To be announced

2:45 p.m. - 3:00 p.m.

Break & Networking

3.00 p.m. - 3:30 p.m.

Digital Literacy Trivia

Event Host: Chad Davis, Co-Founder & Partner LiveCA LLP

3:30 p.m. - 4:30 p.m.

Closing Keynote

Topic: The AI Demand Gap in Canada – How to harness the opportunities ahead

Speaker: Audrey Ancion

Description: Artificial Intelligence (AI) is one of the leading economic drivers of our time. Canada’s research strength, talent pool, and startups that have capitalized on AI offer us the opportunity to lead the global pack. But shaping an AI-driven world will take something more: true leadership. That means taking steps now to establish a world class AI ecosystem in Canada and increase the demand for AI.

Key Takeaways:

  • Why the demand gap matters and what’s causing it
  • Why some companies have not started using AI and how they can begin their AI journey
  • Challenges faced by companies that are starting to adopt AI, and what they need to understand in order to scale
  • AI adoption experiences of several businesses to showcase lessons learned

Source: Canada’s AI Imperative Report: Start, Scale, Succeed – Deloitte Canada

4:30 p.m. - 4:40 p.m.

Closing Remarks

Event Host: Chad Davis, Co-Founder & Partner LiveCA LLP

4:40 p.m. – 5:30 p.m.



  • 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

Are you interested in speaking at one of our conferences?

Click here for our speaking proposal form.

Are you interested in being a sponsor for one of our conferences?

Click here for our conference sponsor form.


Early-bird pricing until Jun 19, 2023

$209.00 Personal Passport

$225.00 Organization Passport

$249.00 Member

$249.00 Student

$299.00 Public

Status: Registration open until Sep 18, 2023




Narbe Alexandrian, CPA, CA, is the Founder and CEO of Define Capital, a private equity vehicle in the software space. He has worked as a venture capitalist, strategy manager and has developed operational and go-to-market strategies for a number of SaaS companies. Narbe began his career at Deloitte, within the Corporate Strategy and M&A Advisory groups and has taught courses in technology entrepreneurship and accounting at the Schulich School of Business and Rotman Commerce.

Erica Pimentel, CPA, is an Assistant Professor in the Smith School of Business at Queen's University. Her research explores how technological disruption impacts professionals at work and is interested in the impact of remote work and blockchain. Erica stays connected to the profession through working groups at CPA Canada and the Accounting Standards Board. She has been featured in the Wall Street Journal, the National Post, the Globe and Mail and many other media outlets.