EVENT DESCRIPTION


Join us alongside hundreds of accounting and finance professionals from various industries – for a one-day event designed to help you make sense of all the latest technological developments and advances that are shaping the future of accounting and CPAs. With the help of panel debates, keynote presentations and ted-style talk presentations from top industry experts and tech gurus - discuss your burning questions with like-minded peers at CPA Ontario’s first-ever tech event. Stay tuned for full agenda and speaker announcement in early June!

*Please note that PD Passport cannot be used towards purchasing tickets for this conference*

*Non-members have to create an account in PD Portal to register for this event*

See full conference agenda and event info with complete speaker bios & photos at www.cpaontario.ca/infinitesummit

Who should attend:

  • Young 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

Why attend:

  • Discuss the impact of technology and disruption on CPAs’ current and future career paths
  • Define the skill set and leadership traits of a modern CPA
  • Learn from unique CPAs in non-traditional roles and industries
  • Learn how to leverage your CPA skill set to help shape the companies and businesses of the future
  • Find out how technology is elevating traditional accounting firms and practices
  • Get inspired by infinite opportunities available to CPAs due to technological advancements
  • Network with cross-industry CPAs of all shapes and sizes

8:00 a.m. – 8:45 a.m.

Registration & Networking Breakfast

8:45 a.m. – 9:00 a.m.

Conference Welcome Remarks

Carol Wilding, FCPA, FCA, President & CEO, Chartered Professional Accountants of Ontario

Shawn Kanungo, Innovation Strategist; General Partner of Queen & Rook Capital, Top 40 under 40; Inc. Magazine’s 100 Most Innovative Leadership Speakers in 2018

9:00 a.m. – 9:45 a.m.

Opening Keynote: Embracing the Power of Tech in Your Life and Career

Fab Dolan, Head of Marketing, Google Canada; TEDx speaker, Marketing Magazine's "30 under 30”

Google Canada’s Fab Dolan combines his expertise in technology, leadership, mentorship, and future-forecasting in a highly practical, exceedingly encouraging keynote about preparing for the future of work. Fab will show you how to build a better career — and a better life — by embracing the power of tech. Walk away with:

  • A better understanding of life-changing tech innovations that are currently trending around the world
  • Specific examples of the ways our work and lives will change based on latest technology trends
  • Top tips to prepare yourself for the future of work

9:45 a.m. – 10:30 a.m.

Panel Discussion | What the Future Holds: Emerging Technologies in the Next 3-5 Years

Moderated by:

Amber Mac, Keynote Speaker, Bestselling Author, TV Host & Tech Expert

Panelists include:

Candice Faktor, Partner, Faktory Ventures

Michele Romanow, Serial Entrepreneur, Co-Founder Clearbanc, Co-Founder SnapSaves (acq by Groupon), Dragon on Dragons' Den

John Ruffolo, CPA, Founder, OMERS Ventures & Co-Founder, Council of Canadian Innovators

Staying on top of the latest technology trends is more important than ever. But what about new, unknown, or emerging tech that has the potential to change your life and business in an instant? This panel is here to shed some light on what the future holds.

Amber Mac sits down for a candid chat with venture capitalists and tech experts to dive deep into up-and-coming technologies that may not be making headlines now — but could have a significant impact on our lives, careers, and businesses in the near future. You will learn:

  • What exponential technologies have the potential of changing the world as we know it
  • What emerging technologies are venture capital firms investing in
  • How we can prepare for the unknown

10:30 a.m. – 11:00 a.m.

Networking Coffee Break

11:00 a.m. – 11:30 p.m.

Tech Talk | What Kind of CPA Would You Like to be in the Age of Artificial Intelligence?

Annie Veillet, CPA, Partner, AI & Automation, PwC Canada

According to PWC’s 2019 AI’s Predictions Report, there will be three types of an accountant of the future: (1) Citizen User, (2) Citizen Developer, and (3) Citizen Specialist. Join PwC Canada's Partner of AI & Automation, Annie Veillet, as she shares what skills are needed for each user category:

  • The end-user who will use AI daily — to make predictions, drive strategy, and advise the business of potential threats and opportunities
  • The line-of-business professional who is a power-user, can identify use cases and data sets, and works closely with AI specialists to develop new AI applications
  • The technical person who lives, breathes, and programs algorithms and AI

11:30 a.m. – 12:00 p.m.

Spark Tank Tech Competition

Hosted by Shawn Kanungo

Watch as these up-and-coming start-ups showcase their impact on the accounting, audit, or finance industry. These three technology companies are “sparking up” the world of accounting and will be pitching their solution or service to an audience of CPAs of all shapes and sizes — that’s you.

Sit back and listen to presentations that inspire, then vote for the most innovative company through the CPA Ontario Events App. Your vote will help send one lucky winner to an upcoming CPA Ontario conference of their choosing, where they will be awarded a free exhibit booth plus a one-hour speaking opportunity.

Hosted by disruption strategist, investor and prominent CPA, Shawn Kanungo will no doubt entertain and enlighten with his “sparking” commentary and extensive industry knowledge, along the way.

This year's competitors are:

Adam Bercovici, Co-Founder & CEO, LumiQ

Drew Millington, Co-Founder, Humi

Cato Pastoll, CEO & Co-Founder, Lending Loop

12:00 p.m. – 1:00 p.m.

Networking Lunch

1:00 p.m. – 1:30 p.m.

Tech Talk: How to Run Professional Services Firm of the Future

Josh Zweig, CPA, CA, Partner, LiveCA LLP

Founder of the fully digital accounting firm, LiveCA, Josh Zweig shares his thoughts on how to run a professional services firm of the future. Using the history, business model, pricing structure, and rationale behind his own company, Josh will provide you with:

  • A breakdown of each type of technology the company uses to run the business
  • Practical advice on how to facilitate change and shift company culture as the first step to innovation
  • Other key considerations when utilizing tech for business efficiency, better service, and client experience

1:30 p.m. – 2:15 p.m.

Panel Discussion: How Technology is Elevating Traditional Accounting Firms and Practices

Moderated by:

John Bednarek, Vice President Operations, MindBridge Ai

Panelists include:

Cari Covent, Vice President, Artificial Intelligence and Intelligent Automation, Canadian Tire Corporation

Andrew Wall, CPA, CMA, Owner, Wall CPA Professional Corporation & Wall Global Solutions Inc.; CEO, CPA4IT Professional Corporation

Steve McCaughey, CPA, CMA, Managing Partner, Technology & Transformation; Managing Partner, DSpace, Deloitte Canada

In this panel, technology leaders will discuss the impact of technology and disruption on the overall accounting landscape and explore the ways in which companies are innovating to stay relevant in the new world. You will learn:

  • How your organization can implement blockchain, smart contracts, AI, audit, cloud-based solutions, RPA, and more to stay relevant
  • How specific software solutions are elevating accounting and finance functions, using real-life examples

2:15 p.m. – 3:00 p.m.

CPA Rapid Fire Presentations: Leveraging Failure For Success

Hosted by Michael Kravshik, CPA, CA, Co-Founder & CEO of Luminari

Presenters include:

Hamoon Ekhtiari, CPA, Founder & CEO, Audacious Futures, former Director of Strategy & Innovation for the Executive Vice President at Telus, Founding Director of Studio [Y] at MaRS, Member of the Governor General's Canadian Leadership Conference

Alan Farber, CPA, CA, CIRP, LIT, Joint Managing Partner & Founder, Farber Group

Nicole LeBlanc, CPA, CGA, Director, Investments & Partnerships, Sidewalk Labs

Will Buckley, Country Manager, Xero Canada

Linda Raynier, CPA, CA, Speaker, Career Strategist, and Coach


Ready to get inspired? Our curated line-up of some of the industry’s most unique, innovative, and successful CPAs are here to share their personal success stories — or more specifically: how they won by failing.

Warning: This session may result in attendees heading down a life-changing path that leads to infinite possibilities and unique opportunities.

Format: 5-minute presentation and 1 slide

Topic: Name the problem you tried to solve, how you went about trying to solve it, how you failed at trying to solve it, what you learned in the process, and how you applied that learning to be successful.

  • Context/problem
  • Strategy to solve it and its failure
  • What you learned from it
  • How you applied that learning
  • How you succeeded in applying that learning

Host Michael Kravshik, CPA, CA, and the co-founder and CEO of Luminari, will be hosting what just might be the most mind-blowing session this conference has to offer. He'll kick it off with his own presentation about failure, lessons learned and ultimately, success.

3:00 p.m. – 3:30 p.m.

Networking Refreshment Break

3:30 p.m. – 4:00 p.m.

Fireside Chat: The New Skill Set of Modern and Future Leaders

In this candid fireside chat, Michael Cherny, CPA, CA, Chief of Staff at Deloitte Canada sits down with Ashira Gobrin, Senior Vice President, People and Culture at Wave, to discuss the new and emerging leadership skill set.

You will learn:

  • Which skills are no longer relevant, and which you’ll need in your toolbox as traditional roles continue to evolve
  • How companies are changing their recruitment strategies to recruit and retain the ‘talent of the future’
  • How students, aspiring professionals, and current workers can develop relevant leadership competencies to build the careers they want

4:00 p.m. – 5:00 p.m.

Insightful, Interactive, and Entertaining Closing Keynote: The Power of Human Creativity in the Age of Digital Transformation

David Usher, Juno Award-Winning Musician, Creativity & AI Expert

Welcome to the new world. The artificial intelligence and robotics revolution is changing everything about the way we live and work. In this new paradigm, creative thinking is quickly becoming an essential skill.
David Usher’s experience has given him a unique perspective on how to navigate this next wave of technological disruption. A multi-platinum-selling musician, who lived through the disruption of the music business, David is now the founder of Reimagine.AI. In collaboration with Google Brain, he is also the co-creator of Lyric.AI, an artificial intelligence agent designed to collaborate on song lyrics with humans.
In this chaotic and transformational time, David will demonstrate why creativity is the last ‘best competitive advantage.’ Using live music, video, improvisation, technology, and humour, this Canadian icon shows audiences why creativity is absolutely the superpower we need to distinguish ourselves and our companies from the rest. You will learn:

  • Why creativity is the most important skill to possess in the world of AI and disruption
  • How to develop and cultivate creativity
  • Ways to use this skill to navigate or determine your next career move
  • What prompted David to go from musician to AI & tech expert
  • How to overcome your doubts and fears

5:00 p.m. – 6:00 p.m.

Networking Cocktails & Hors D’oeuvres

While you chat about AI, data ethics and cybersecurity, Yan Markson, Professional Mentalist and Psychological Entertainer will roam the room and provide a touch of humour and magic to the evening. Discuss the role of emerging tech in the future of work with fellow CPAs who are passionate about accounting and finance.