CPABC PROFESSIONAL DEVELOPMENT
Spring/Summer 2015 Conferences
Members in Business & Industry PD Day
June 16, 2015 | Vancouver Convention Center West
Information Technology Conference 2015
June 23-24, 2015 | Vancouver Convention Center West
Victoria Professional Development Day
June 25, 2015 | Westin Bear Mountain Resort
Work/Life Balance Conference
July 23, 2015 | Vancouver Convention Center West
Focus on Growth
pd.bccpa.ca/conferences
Members
in Business & Industry PD Day
June 16, 2015 | Vancouver Convention Centre, West Building
This popular conference day is all about providing
accountants and financial professionals with the
most balanced mix of technical and practical
information that is relevant and timely. Take some
time to gather and share ideas that you can bring
back to your organization.
Our keynote speaker Kurt Rosentreter will provide
stories and strategies on money issues affecting
individuals and families. The afternoon plenary
will showcase Terry Small, sharing his expertise on
the relationship between our brain and leadership
abilities. Your breakout options will include
technical topics, as well as personal development,
HR, and business technology sessions.
Don’t miss out on this information-packed
conference, and on the chance to network with
other members in business and industry.
Don’t miss out on this information-packed
conference, and on the chance to network with
other members in business and industry.
AGENDA
8 - 8:30AM
Registration & Continental
Breakfast
8:30 - 8:40AM Welcome and Introduction
Morning Keynote
8:40 - 10AM
- Help, Financial Freedom
Feels a Long Way Off
10 - 10:10AM
Coffee Break
10:10AM - 12PM Concurrent Breakouts
- The Internet of Things
Avoiding Legal Pitfalls in
- Employment Law
- Tax Update
12 - 1:10PM
Lunch
1:10 - 2:50PM
Afternoon Plenary
- The Leadership Brain
2:50 - 3:10PM Coffee Break
3:10 - 5PM
Concurrent Breakouts
- Sound Ethics Are Good Business
- Working with Difficult People
- Accounting and Financial
Reporting Update
CONFERENCE FEE: $475 + GST
CPD HOURS/CREDITS: 7 Hours
PD PASSPORT: Valid – 1 Passport Day
To register, please go to our website at
pd.bccpa.ca/conferences or email us at pdreg@
bccpa.ca. We can also be reached by phone at
604 681.3264, toll-free in BC at 1 800 663.2677.
CONFERENCE SPEAKERS
TIM DUHOLKE, FCA, TEP, has practiced tax exclusively for
over 35 years and is a Senior Tax Advisor at Davis LLP. While
Tim’s practice covers a broad spectrum of tax areas and
industries, a great deal of his work is focused on advising
private companies and high net worth families, especially on
transition and succession issues.
BRIAN FRIEDRICH, MEd, C.Dir, CPA, FCGA is a principal of
friedrich & friedrich corporation. Brian has led sessions in
topic areas including governance, leadership, ethics, project
management, item development, and IFRS and ISAs. Brian is
a member of the CPA BC Transitional Steering Committee, the
CPA Canada Public Trust Committee, and is Chair of the CGABC Board of Governors.
LAURA FRIEDRICH, MSc, CPA, FCGA is a principal of friedrich
& friedrich corporation. Laura has led sessions in topic areas
including governance, leadership, ethics, project management,
item development, and IFRS and ISAs. Laura serves on the
CGA-BC Bylaws Advisory Group, as well as the Audit Advisory
Group for the Public Guardian & Trustee of BC.
GARY HARPER, LL.B., Certificate in Conflict Resolution (Justice
Institute), is the principal of Harper and Associates. Gary is a
trainer, writer, speaker and facilitator who specializes in conflict
resolution training. Through his unique blend of experiences, he
learned the value of clear communication and conflict resolution
skills. In 2004 he authored The Joy of Conflict Resolution.
GAVIN MARSHALL, BA (Hons), LL.B, is focused on providing
strategic human resources and employment advice to
clients. He has a broad range of knowledge in the areas of
employment and labour law, wrongful dismissal and contract
disputes, enforcement of restrictive covenants, labour
relations law and picketing issues.
DIANE MCDONALD, CPA, CA, has been in public practice for
over 30 years and is a sole practitioner providing consulting,
monitoring and professional practice services throughout
BC. Diane assists Canadian public companies with initial and
continuing Canadian and SEC financial reporting obligations, and
provides accounting and financial reporting consultation services.
KURT ROSENTRETER, CPA, CA, is one of Canada’s most
credentialed and experienced wealth management experts.
Kurt is the past co-founder of the billion-dollar investment
advisory practice at one of Canada’s Big Four accounting firms
and a national best-selling author with seven books on money
tips. He is a Senior Financial Advisor at Manulife Securities
Incorporated, and a media spokesperson on money issues.
TERRY SMALL, B.Ed., MA, has presented seminars on the
brain for over 30 years to organizations around the world. His
knowledge, warmth, humour and dynamic presentation style
have made him a much sought-after speaker. Terry recently
appeared on BCTV, Global, CKNW and Student Success. He
believes anyone can learn how to learn easier, better, and faster.
MARION WILLIAMS, a Senior Associate with K2 Enterprises
Canada since 2009, provides consulting and training services
throughout Canada. As the owner of a computer consulting
company for over twenty years, Marion develops custom
databases for a variety of business sectors, using Access, Excel
and VBA.
Members in Business & Industry PD Day
8:30 – 8:40AM
SESSION DESCRIPTIONS
WELCOME & INTRODUCTION
Welcome and introductory remarks from the Conference Chairs
Brian Friedrich & Laura Friedrich
8:40 – 10:00AM
KEYNOTE
HELP, FINANCIAL FREEDOM FEELS A LONG WAY OFF!
Kurt Rosentreter
National best selling finance author Kurt Rosentreter will offer stories and strategies on money issues affecting every individual and family. Kurt
is one of Canada’s most credentialed financial planners and will address issues, strategies and solutions related to setting realistic financial goals,
retirement planning, investing, setting an estate and Will, helping children with money, advice on real estate, debt and paying for old age. He will
talk about how mid-career professionals are struggling to meet retirement goals while also paying a mortgage and funding children’s education three major life goals hitting at the same time.
10:00 – 10:10AM
COFFEE BREAK
10:10AM – 12:00PM
CONCURRENT SESSIONS
THE INTERNET OF THINGS
AVOIDING LEGAL PITFALLS IN EMPLOYMENT LAW
Marion Williams
Gavin Marshall
We live and work in an Internet-connected world
and, increasingly, various Internet-connected
devices are appearing to help us solve countless
problems. Collectively, these devices constitute
“The Internet of Things (IoT).” In this session,
you will learn about IoT, along with how to
deploy plans for connectivity, privacy, security,
and management. Additionally, you will learn
numerous apps and services that can assist you
with specific tasks, without requiring additional
hardware.
As professional accountants, many members are
on the front line of the extraordinary challenges in
technology, culture, and law that have transformed,
and will continue to transform, the modern
workplace. Gavin will discuss the history of
employment law and the Canadian legal culture of
employment. He will identify how to avoid pitfalls by
understanding the potential breaches and liabilities.
He will also discuss consequent liabilities and how to
react promptly in order to minimize liability where a
potential “pitfall” may have occurred.
12:00 – 1:10PM
LUNCH
1:10 – 2:50PM
AFTERNOON PLENARY
TAX UPDATE
Tim Duholke
Do you feel that you are not quite up to
date in the ever changing world of tax
cases and legislation? It seems that no
matter how much we read, something
always seems to slip between the
cracks. This presentation will analyze
topical court cases and government
pronouncements in an attempt to fill in
those holes and provide you with insights
to stay on top of the hot topics of the
day.
THE LEADERSHIP BRAIN
Terry Small
Leadership, a critical management skill, is the ability to motivate a group of people toward a common goal. The brain has everything to do with
who we are and what we do, and leadership is all about influencing who we are and what we do. It is important to master the art and science of
leading with the brain in mind. Scientists are gaining greater insights into how the brain interacts with and learns from the environment. Come and
hear what Terry Small, a leader in the field of translating brain research into practice, has to say about brain engagement and learning to lead with
the brain in mind. You will learn how to initiate and lead productive change in your organization; effectively shape and manage team culture; the
number one way to gain attention of every brain in the room; what your PowerPoint presentations really say about you; strategies for overcoming
distraction and maintaining your focus; how to generate enthusiasm and unite disparate personalities; why it’s not about you. The session will be
full of ideas and suggestions that will help you create your own healthy organization.
2:50 – 3:10PM
COFFEE BREAK
3:10 – 5:00PM
CONCURRENT SESSIONS
SOUND ETHICS ARE GOOD BUSINESS
DEALING WITH DIFFICULT PEOPLE
Nearly half of all employees witness ethical misconduct
every year, and about a third of accounting professionals
feel pressure to compromise their professional
standards. At the same time, more accounting
professionals are being tasked with taking a significant
role in their organizations’ ethics reporting and
monitoring systems. This interactive session will review
key recommendations for reducing your organization’s
risk of being de-railed by misconduct and poor ethical
decision making. You’ll collaborate with your peers on
how to implement these recommendations.
We all encounter people we find difficult
to deal with. If not properly managed,
these situations create stress and
impede progress. This workshop will
provide you with the understanding and
skills to shift from conflict to problem
solving. Specifically, you will learn: the
impact that anger and frustration have
on communication; how to separate
the person from the problem; and to
assertively ask for what you need.
Brian Friedrich & Laura Friedrich
Gary Harper
ACCOUNTING AND FINANCIAL
REPORTING UPDATE
Diane McDonald
This session will provide an overview of
the recent and upcoming developments
in accounting standards. Brief summaries
of developments that have impacted
financial reporting over the last twelve
months will be discussed.
Victoria
Professional Development Day
June 25, 2015 | Westin Bear Mountain Resort, Victoria
Our Victoria Professional Development Day is
geared specifically to meet your diverse PD
needs. Current tax and accounting updates,
personal development topics, and the latest
technical information, will all be brought together
to provide you with a fresh perspective on
professional development.
Our two keynote speakers will guide you to
the forefront, with Andrew Sweeney providing
an outlook on the state of the economy, and
Sharon Edwards leading a session on effective
communication. And our lineup of breakout
sessions will provide you with an assorted buffet
of personal development and technical topics.
Don’t miss the opportunity to be part of this
value-enhanced conference day, and the chance
to network with your peers.
AGENDA
8 - 8:30AM
Registration & Continental
Breakfast
8:30 - 8:40AM Welcome and Introduction
8:40 - 10AMMorning Keynote
Economic Outlook
10 - 10:10AM
Coffee Break
10:10AM - 12PM Concurrent Breakouts
- Drive Efficiencies With
Process Mapping
- Building Powerful Networks
Through Personal Influence
- Tax Update
12 - 1:10PM
Lunch
1:10 - 2:50PM
Afternoon Plenary
- What Leaders Know About
Effective Communication
2:50 - 3:10PM Coffee Break
3:10 - 5PM
Concurrent Breakouts
- Buying, Selling, or Advising
- Personal Technologies
- Accounting and Financial
Reporting Update
CONFERENCE FEE: $475 + GST
CPD HOURS/CREDITS: 7 Hours
PD PASSPORT: Valid – 1 Passport Day
To register, please go to our website at
pd.bccpa.ca/conferences or email us at pdreg@
bccpa.ca. We can also be reached by phone at
604 681.3264, toll-free in BC at 1 800 663.2677.
CONFERENCE SPEAKERS
WARD BLATCH, CA is a partner with K2 Enterprises Canada.
Since joining K2 Enterprises in 2005, Ward has provided
consulting and training services throughout the United States
and Canada. Ward also has his own practice in Nova Scotia
which focuses on the issues of small accounting firms and
professional businesses, providing training, support, and
network evaluations.
RUSSELL CULLINGWORTH, MBA is the founder and President
of EQAdvantage Learning and Development Inc. His sessions
focus on developing Emotional Intelligence in individuals,
teams and organizations. Corporate clients include the
David Suzuki Foundation, Trevor Linden Fitness and Scouts
Canada. Russell brings an interactive and energetic style to his
workshops to create intense learning experience.
TIM DUHOLKE, FCA, TEP, has practiced tax exclusively for
over 35 years and is a Senior Tax Advisor at Davis LLP. While
Tim’s practice covers a broad spectrum of tax areas and
industries, a great deal of his work is focused on advising
private companies and high net worth families, especially on
transition and succession issues.
SHARON EDWARDS, MA has been helping people for more
than three decades to foster innovation and creativity
through great communication. Sharon is a presentation skills
consultant, coach, writer, facilitator and business translator
who shares best practices that support strong communication
between individuals and in small and large group settings. As
a coach, she helps people overcome anxiety in order to share
their expertise with confidence.
MIA MAKI, CPA, FCMA, is faculty with the University of
Victoria, Gustavson School of Business and Gill Graduate
School, and is a consultant through Quimper Consulting Inc.
Formerly Chief Financial Officer and Chief Operating Officer
for a Victoria-based technology company, Mia has assisted in
raising over $40 million in funds and in international initiatives
including acquisitions (United States), strategic partnerships
(Japan) and joint subsidiary creation
DIANE MCDONALD, CPA, CA, has been in public practice for
over 30 years and is a sole practitioner providing consulting,
monitoring and professional practice services throughout
BC. Diane assists Canadian public companies with initial and
continuing Canadian and SEC financial reporting obligations,
and provides accounting and financial reporting consultation
services to management and auditors on the application of
IFRS, ASPE and U.S. GAAP.
ANDREW SWEENEY, CA, CFA is a senior institutional portfolio
manager with Phillips, Hager & North Investment Management
(PH&N IM). He has primary responsibility for clients whose
fixed income or equity portfolios have a particular emphasis
on global equities. Andrew joined PH&N IM in 2007, having
previously managed large capitalization Canadian equity
portfolios for a large, well-respected Canadian institutional
asset manager.
IAN WANKE, CA, CBV works within the Private Equity
& Infrastructure team at British Columbia Investment
Management Corp. (bcIMC), where he and his colleagues
invest in privately held, global assets. Previously, Ian was a
Vice President at Deloitte’s Mid-Market Corporate Finance
practice in Vancouver where he advised mid-market
companies across a variety of sectors on acquisitions,
divestitures, and financing.
Victoria Professional Development Day
8:30 – 8:40AM
SESSION DESCRIPTIONS
WELCOME & INTRODUCTION
Welcome and introductory remarks from the Conference Chair
Mia Maki
8:40 – 10:00AM
KEYNOTE
ECONOMIC OUTLOOK
Andrew Sweeney
Andrew will discuss the challenges in the global economy, along with its impact on Canada and British Columbia. In particular he will look at the
impact of commodity prices, and the regional economy. He will also highlight key implications for equity and fixed income markets.
10:00 – 10:10AM
COFFEE BREAK
10:10AM – 12:00PM
CONCURRENT SESSIONS
DRIVE EFFICIENCIES WITH PROCESS MAPPING
BUILDING POWERFUL NETWORKS THROUGH PERSONAL INFLUENCE
TAX UPDATE
Looking for ways to find efficiencies in your
organization or business unit? As Financial
Managers in organizations, we have the
opportunity to lead collaborative business
process restructuring. Process mapping is
a great tool to clarify the “today” process
and look for improvements. This session is a
hands-on case-based simulation of process
mapping to support you in tackling these
types of initiatives in your organization.
Professional networks are essential to long-term
career success, and Emotional Intelligence is critical
in building and remaining connected with your
network. Networking is not only about meeting the
right people – it is about connecting and building
trust and influence with everyone you meet. In this
session you will learn a framework and techniques for
adapting and connecting to build rapport with every
person you meet, providing value and making lifelong
connections as you become an influencer within your
professional network.
Do you feel that you are not quite up to
date in the ever changing world of tax
cases and legislation? It seems that no
matter how much we read, something
always seems to slip between the
cracks. This presentation will analyze
topical court cases and government
pronouncements in an attempt to fill in
those holes and provide you with insights
to stay on top of the hot topics of the
day.
Mia Maki
12:00 – 1:10PM
LUNCH
1:10 – 2:50PM
AFTERNOON PLENARY
Russell Cullingworth
Tim Duholke
WHAT LEADERS KNOW ABOUT EFFECTIVE COMMUNICATION
Sharon Edwards
Leaders know that sharing their vision is crucial to the success of their teams and organization. Leaders know that innovation and creativity are
necessary ingredients for fostering excellence. Leaders know that without effective communication skills it is impossible to share their vision and
create a successful outcome. In this session you’ll learn more about improving your skill set as a master communicator: the difference between
efficient and effective communication; why multi-tasking kills communication; how to bridge generational differences; how to employ storytelling
to motivate employees. Stop wasting time and energy talking in circles - communicate like a leader instead.
2:50 – 3:10PM
COFFEE BREAK
3:10 – 5:00PM
CONCURRENT SESSIONS
BUYING, SELLING, OR ADVISING:
COMMON DEAL ISSUES FOR PRIVATE COMPANIES DURING M&A
Ian Wanke
This session will provide an overview of common deal
related issues that buyers and sellers face during small
to medium business purchase and sale transactions.
Examples of such issues include methods of bridging
valuation, available leverage to finance acquisitions,
and common, post-closing purchase price adjustments.
The session will also provide practitioners and business
owners with examples of working capital due diligence
procedures that often impact post-closing working
capital adjustments and purchase price for small
businesses.
PERSONAL TECHNOLOGIES
Ward Blatch
New and exciting technologies appear every year.
Though a large portion of these target business
users, some are better suited for personal use.
New audio and video devices, home security
tools, electronic convenience gadgets, and
internet-based finance and personal organization
tools are among the personal technologies
you will learn about in this session. If you are
interested in how to use personal technologies to
help you manage an increasingly busy lifestyle,
then join us for this session, which will surely have
a positive impact on you.
ACCOUNTING AND FINANCIAL
REPORTING UPDATE
Diane McDonald
This session will provide an
overview of the recent and
upcoming developments in
accounting standards. Brief
summaries of developments that
have impacted financial reporting
over the last twelve months will
be discussed.
Work/Life
Balance Conference
July 23, 2015 | Vancouver Convention Centre, West Building
The stresses of modern life have never been
more challenging for today’s professionals. It is
becoming increasingly evident that achieving
a healthy balance between work and personal
wellness should be on everyone’s radar. We’ve
all experienced the feeling - of needing to get
ahead, of wanting to achieve more in our lives,
but also of needing to find more meaning outside
of work, and ensuring that personal wellness is
looked after.
If you need to re-energize yourself, to rediscover
that equilibrium between career and personal
well-being, plan on attending our conference.
This year’s Keynote Speaker is Alexa Loo, twotime Canadian Olympian, and executive coach,
who will share her experiences and belief in living
with purpose. Our afternoon plenary speaker,
Tammy Robertson, will further explore the
importance of ‘living in the now’. We have also
planned a lineup of breakout topics to help you
realize the different tools that can bring positive
changes to your work and personal lives.
AGENDA
8 - 8:30AM
Registration & Continental
Breakfast
8:30 - 8:40AM Welcome and Introduction
Morning Keynote
8:40 - 10AM
-Unleash Your Inner Champion
10 - 10:10AM
Coffee Break
10:10AM - 12PM Concurrent Breakouts
- Time Management
- What is Your Happiness Practice
- Physical Wellness for the
Office Worker
12 - 1:10PM
Lunch
1:10 - 2:50PM
Afternoon Plenary
- How Do You Live a Real Life?
2:50 - 3:10PM Coffee Break
3:10 - 5PM
Concurrent Breakouts
- Coaching: The Language of
Possibility
- Calm Your Office Chaos!
Organizing 101
- Feeding Yourself for
Optimal Performance
CONFERENCE FEE: $475 + GST
CPD HOURS/CREDITS: 7 Hours
PD PASSPORT: Valid – 1 Passport Day
To register, please go to our website at
pd.bccpa.ca/conferences or email us at pdreg@
bccpa.ca. We can also be reached by phone at
604 681.3264, toll-free in BC at 1 800 663.2677.
CONFERENCE SPEAKERS
JAN ADDAMS is a designer, author, and trainer. President
and Founder of Image to Interior® and Past President of
the BC Chapter of CDECA™, Jan creates amazing concept
space plans and built-in designs for her clients around their
style. She assesses how your personal style and life style will
transition into your space. Jan is the author of Discovering
Your Inner Style.
DR. CHELSEA BERRY, DC, BA, practices chiropractic
medicine. Her profound curiosity about human anatomy,
physiology and biomechanics compelled her to become a
doctor. Dr. Berry graduated from the Canadian Memorial
Chiropractic College, in Toronto, ON, with clinical honors. She
specializes in the assessment and treatment of conditions
involving joints, muscles, and the nervous system tissue of the
spine.
JAN CARLEY, BA, CEC, PCC, is a Personal Certified Executive
Coach who in demand throughout North America as an
executive coach, speaker, trainer, writer and catalyst of
possibility. Her company, Creative Coaching Group, specializes
in working with high-achieving individuals and teams to
achieve a leading edge of excellence. Jan’s book, Harmony
from the Inside Out, inspires readers to create and live their
maximum performance potential.
GREG CAMPEAU, B.COMM, is a learner and teacher of
timeless truths that govern both personal and organizational
effectiveness. Greg has delivered over 2500 presentations
and workshops throughout North America, and for 15 years
has instructed courses in the School of Business at BCIT.
Greg’s appeal is rooted in his relevant, thought-provoking and
practical content that is always delivered in an interactive,
humorous and inspirational style.
DR. NINA FOOT, DC, B.Sc. designs individualized treatment
plans to meet the goals of her patients, and combines
diversified chiropractic care with ART ® (Active Release
Technique), exercise prescription, and postural/ergonomic
advice. She believes having well-informed patients creates the
best treatment outcomes. Dr. Foot completed her Bachelor of
Physiology at McGill University and her chiropractic studies at
the University of Western States.
DR. ERICA KUBANEK, ND uses functional medicine in her
Naturopathic practice to treat chronic, complex conditions.
Functional medicine integrates best medical practices with
natural therapies. With the use of the traditional and leading
edge diagnostics, she looks up-stream for the cause of
disease and dysfunction. By discovering and treating the root
cause of disease you too can discover profound wellness.
ALEXA LOO, CPA, CA, CEC is a two-time Olympian in the
sport of Parallel Giant Slalom Snowboarding (2010 and 2006),
and is currently serving as a Richmond City Councillor. Alexa
is the principal of Alexa Loo Coaching, an executive coaching
and mental training firm, where she works with her clients
to define and align their values and goals, set realistic action
plans and enjoy a guilt-free work/life balance. Alexa is the
mother of two young boys.
TAMMY ROBERTSON, MA in Physical and Health Education
from the University of Western Ontario has over 25 years
of corporate and entrepreneurial experience. As a life and
leadership coach, author and professional speaker, she
inspires and challenges audiences to step into their true
potential. Tammy believes that the essence of our challenge
today is captured in one simple message, Get Your Heart in
the Game™… Engagement is Emotional!
Work/Life Balance Conference
8:30 – 8:40AM
SESSION DESCRIPTIONS
WELCOME & INTRODUCTION
Welcome and introductory remarks from the Conference Chair
Tammy Robertson
8:40 – 10:00AM
KEYNOTE
UNLEASH YOUR INNER CHAMPION
Alexa Loo
Get ready to be inspired and see yourself differently! Two-time Olympian Alexa Loo will help you to find, nurture and unleash your inner champion.
Expect to learn some of the mental training skills that Olympians use, such as centering, thought stopping, reframing, and imagery. Use these skills
to tap into your passion, and stay motivated and disciplined at work and at home. In this inspirational keynote, you will be challenged, discover
something new about yourself and gain self-awareness. Alexa will feature her Olympic experiences and discuss how living with purpose will help
you be effective with your efforts, and stand on your own personal podium as you celebrate your success.
10:00 – 10:10AM
COFFEE BREAK
10:10AM – 12:00PM
CONCURRENT SESSIONS
WHAT IS YOUR HAPPINESS PRACTICE?
TIME MANAGEMENT
Greg Campeau
Tammy Robertson
Now that pressure-cooker environments
have become the norm in many workplaces,
there is no question why busy professionals
need additional training and support to deal
with demanding routines. Participants will
learn powerful insights about themselves,
enhancing self-understanding so they
can leverage their personal strengths
and develop strategies to minimize the
impact of their weakness. Leave energized
to implement the valuable new tools
and techniques they’ve learned that will
enhance life balance and peace of mind.
“What if I don’t feel like clapping…” It might be
time for a Happiness Practice. Is it possible to
develop strategies that help you sustain positive
energy, deep engagement, and a sense of
humour and lightness? Can these same habits
also help you build satisfying relationships,
and give you the edge you need to be more
productive at work? If you have been on
achievement autopilot driven by goals that keep
you pressing forward, but not feeling excited and
alive, this session will show you how to get more
of the satisfaction you are craving. What if you
really could feel like a room without a roof?!
12:00 – 1:10PM
LUNCH
1:10 – 2:50PM
AFTERNOON PLENARY
PHYSICAL WELLNESS FOR THE OFFICE WORKER
Dr. Chelsea Berry, DC, BA and Dr. Nina Foot, DC, B.Sc.
This workshop is designed to teach you ways to
improve your posture, prevent aches and pain,
and better your overall physical health. Neck and
back pain, headaches, shoulder pain and carpal
tunnel syndrome are all conditions commonly
experienced by individuals who work at a desk.
This practical workshop will get you moving and
teach you simple ways to make your daily routine
easier on your body. You will leave with a basic
understanding of healthy posture, self-treatment
techniques and desk exercises that will keep you
feeling great all day. Start implementing what you
learn right away and create a healthier you.
HOW DO YOU LIVE A REAL LIFE?
Tammy Robertson
Ever feel like you are having a ‘Near-Life Experience?’ It’s that feeling like, “I’m almost there - once I get more organized, get this busy season out
of the way, start exercising and stop eating those chocolate covered acai berries. Well then, life will really start to happen!” What are you waiting
for? Life is what happens today, right now, in this moment. This session will power through the fruitless fantasies and get straight to what is going
to help you live your best day every day - starting now. It’s a lot simpler than you think, and you don’t have to wait another minute to reclaim your
time, and experience the fulfillment of a well lived day. This is your life. It matters.
2:50 – 3:10PM
COFFEE BREAK
3:10 – 5:00PM
CONCURRENT SESSIONS
CALM YOUR OFFICE CHAOS! ORGANIZING 101
FEEDING YOURSELF FOR OPTIMAL PERFORMANCE
Jan Carley
Jan Addams
Dr. Erica Kubanek, ND
Professional coaching is fast becoming the
essential discipline for creating the measurable
changes to beliefs, attitudes and behaviors that
can transform an individual from the core and
leverage their strengths to reach their potential.
It is a process of helping others enhance their
effectiveness in a way they feel seen, heard,
understood and supported as they take action
to move into personal and professional mastery.
Coaching truly is the ‘language of possibility.’
Learn the powerful role that taking a ‘coach
approach’ can make in your life and work, and
find out how using coaching language can shift
even the most challenging of conversations.
Is your office inspiring to work in? Are you
drowning in paper and overwhelmed with
too much information. Craving organizing
systems and processes that work for you
and your team? Learn how to organize
anything! Transform your office using your
own personal style. This session will help
you organize your workspace and eliminate
paper, recover at least an hour a day to
devote to high-level tasks, effectively set up
filing systems and project files, spend less
time looking for information, and organize
computer files that result in faster searches.
From the roots to the fruit, this workshop
will cultivate a healthy understanding of
how to get the most out of your food. Learn
how your food choices directly influence
your health. Discover how to maximize your
body’s checks and balances, your neuro
& endocrine systems, by using food as
medicine. Some essential topics that will be
discussed are food sensitivities, digestive
health, environmental toxins, chronic disease
and weight loss. You will leave this workshop
with practical tools to attain a balance
between healthy eating, your demanding
work and your full life.
COACHING: THE LANGUAGE OF POSSIBILITY
Information
Technology Conference 2015
June 23-24, 2015 | Vancouver Convention Centre, West Building
The 2015 Information Technology Conference
strives to be the touchstone for members who
want the best for their customers and clients. Each
session has been custom-tailored to enhance the
day-to-day working environment of professional
accountants. And new to this year’s conference 6 more breakout titles to choose from!
CONFERENCE SPEAKERS
WARD BLATCH, CA is a partner with K2 Enterprises Canada.
Since joining K2 Enterprises in 2005, Ward has provided
consulting and training services throughout the United States
and Canada. Ward also has his own practice in Nova Scotia
which focuses on the issues of small accounting firms and
professional businesses, providing training, support, and
network evaluations.
Keeping current with the latest technologies
as well as determining what applications are
worth implementing can be a daunting task. This
conference offers practical technology topics
designed specifically to help alleviate heavy
workloads of today’s busy accountants.
KAREN GRANVILLE, Hons. BMath, is a Senior Associate with
K2 Enterprises, which specializes in delivering customized
courses specifically to accounting professionals. Karen has
an Honours Bachelor of Mathematics degree in Operations
Research and Combinatorics and Optimization from the
University of Waterloo, a Teacher Training Certificate in adult
teaching from Durham College, and is also a Microsoft Office
Specialist - Master Instructor.
CONFERENCE FEE: $875 + GST
CPD HOURS/CREDITS: 14 Hours
PD PASSPORT: Valid – 2 Passport Days
THOMAS STEPHENS maintains professional memberships with
the American Institute of Certified Public Accountants and the
Georgia Society of Certified Public Accountants. In 2003, he
affiliated with K2 Enterprises, and in 2007, he joined the firm
as a partner. To date, he has lectured nationally on subjects
such as internal controls for small businesses, technology
strategies, computer hardware and software applications, tax
strategies and compliance, and financial accounting standards
and applications.
To register, please go to our website at
pd.bccpa.ca/conferences or email us at pdreg@
bccpa.ca. We can also be reached by phone at
604 681.3264, toll-free in BC at 1 800 663.2677.
AGENDA
DAY 1
DAY 2
8 - 8:30AM
Registration and Continental Breakfast
8 - 8:30AM
Continental Breakfast
8:30 -10:10AM
General Session
- Technology Update 2015
8:30 -10:10AM
General Session
- Data Security – Need We Say More?
10:10 - 10:20AM Break
10:10 - 10:20AM Break
10:20AM - 12PM Concurrent Breakouts
10:20AM - 12PM Concurrent Breakouts
- PowerPivot, PowerView, PowerMap & More
- Payment Technologies
- Using Tables, PivotTables and Queries to
Automate Reporting
- Remote Access Best Practices
- Windows 10: You Are Going to Love it
12 -12:50PM
Lunch
- Leading Solutions for Accounting Firms
12:50 - 1:40PM Concurrent Breakouts
12 -12:50PM
Lunch
- Backups: Critical to Every Organization
12:50 - 1:40PM Concurrent Breakouts
- Five Common Sense Steps to Secure Your PC
- Top Ten Technology Articles You Should Have Read
- Everything iOS
- Revolutionizing Small Business Accounting
Break
- Technology Policies to Protect Your Organization
1:50 - 2:40PM
Concurrent Breakouts
1:40 - 1:50PM
Break
- How to Prevent & Detect Spreadsheet Errors
1:50 - 2:40PM
Concurrent Breakouts
- The Internet of Things
- Personal Technologies
- Risk and Rewards of Hosted, On-Premise,
and Hybrid Solutions
- Entry Level Accounting, Reporting, and Analytics
- Best Tools for Collaboration
1:40 - 1:50PM
2:40-2:50pmBreak
2:50 - 4:30PM
General Session
- Dueling Excel Tips
2:40-2:50pmBreak
2:50 - 4:30PM
General Session
- Welcome to the New World of Microsoft
Information Technology Conference 2015
8:30 – 10:10AM
SESSION DESCRIPTIONS | DAY 1
GENERAL SESSION
TECH UPDATE 2015
Tommy Stephens
2015 is a year of change and in this pivotal period, technology can help or hurt your organization. Hardware and software businesses are in
upheaval, the Cloud is cloudy, mobile strategies are evolving, and the Internet of Things is a game-changer on all fronts. In this keynote session, you
will learn how to create a technology roadmap that helps you to improve organizational efficiency and avoid pitfalls.
10:10 – 10:20AM
COFFEE BREAK
10:20AM – 12:00PM
CONCURRENT SESSIONS
PAYMENT TECHNOLOGIES
POWERPIVOT, POWERVIEW, POWERMAP AND MORE
Karen Granville
Tommy Stephens
With Microsoft’s Power BI tools, “Business
Intelligence” (BI) is moving mainstream
to help you gain meaningful insights into
your data. Building upon the strengths of
PivotTables and Data Models, Microsoft’s
Power BI tools provide self-service BI options
to the masses. Join us in this session for a
fascinating look at how you can incorporate
these tools into your reporting repertoire.
Movements are underway to dramatically
change how companies make and receive
payments. One in particular – the EMV
initiative – affects every business that accepts
credit card payments and begins October 1.
Others focus on alternative payment streams,
including PayPal and even Bitcoin. Participate
in this session to learn how emerging
technologies can affect your cash flow and risk.
12:00 – 12:50PM
LUNCH
12:50 – 1:40PM
CONCURRENT SESSIONS
REMOTE ACCESS BEST PRACTICES
Ward Blatch
Team members want to be able to work from
anywhere, anytime, on any device. In addition
to Cloud hosting providers, you can provide
remote access through your existing networks
by using Citrix, Virtual Desktop Infrastructure,
or Remote Desktop Services. In this session, you
will learn best practices to give your users the
best experience and what you should consider
for your future upgrades.
FIVE COMMON SENSE STEPS TO SECURE YOUR PC
EVERYTHING IOS
Tommy Stephens
Ward Blatch
Karen Granville
As long as you have your data, you can recover
from business interruptions and disasters.
However, are you sure you have all of your data
properly backed up? Participate in this session
to learn the best ways to backup your data,
including using the Cloud, backup appliances,
and other techniques. Can you really afford to
take chances with your data?
Security is critical today, yet most users
do little to secure their PCs. In this session,
you will learn how to implement five simple
steps that will dramatically reduce the
risk of compromised data. Regardless of
experience, you will be able to implement
the tools discussed and demonstrated in
this session. Don’t miss this chance to stop
hackers in their tracks!
Do you have an iPhone or an iPad? If so,
regardless of which release of iOS you have,
many features of the operating system remain
overlooked and underutilized. Join us for
“Everything iOS” to learn about the practical
ways you can put iOS to work, how you can
secure your iOS-powered device, and how you
can overcome some of the issues related to
using iOS in a Windows-dominated world.
BACKUPS: CRITICAL TO EVERY ORGANIZATION
1:40 – 1:50PM
CHANGE BREAK
1:50 – 2:40PM
CONCURRENT SESSIONS
HOW TO PREVENT & DETECT SPREADSHEET ERRORS
THE INTERNET OF THINGS
Karen Granville
Tommy Stephens
According to experts, approximately
90% of spreadsheets contain errors! In
this session, you will learn how to take
advantage of features in Excel to prevent
and detect spreadsheet errors. You will
also learn how to use Excel add-ins to
improve the accuracy of spreadsheets.
This session is “must-see CPE” if you are
concerned about accuracy!
In our Internet-connected world, numerous
devices are appearing to help us solve
countless problems. Collectively, these devices
constitute “The Internet of Things (IoT).”
In this session, you will learn about IoT and
how to deploy plans for connectivity, privacy,
security, and management. Also, you will learn
about numerous IoT-based apps and services
that can assist you with specific tasks.
2:40 – 2:50PM
COFFEE BREAK
2:50 – 4:30PM
GENERAL SESSION
RISK AND REWARDS OF HOSTED, ON-PREMISE,
AND HYBRID SOLUTIONS
Ward Blatch
You wonder is the Cloud right for your
organization or should you remain with an onpremise solution? Perhaps mixing the Cloud and
some on-premise technologies to create a hybrid
solution is the optimal approach for you. Attend
this session to understand your options, costs,
risks, and rewards, and how to implement and
manage the best solution for you and your team.
DUELING EXCEL TIPS
Karen Granville and Ward Blatch
Two instructors, two viewpoints on Excel! In this session, you will learn countless Excel tips from two instructors, each offering their own
perspective on Excel. Beyond simple techniques, you will learn valuable tips for putting Excel to work to solve complex issues, including data
analysis and reporting. Join us for this one-of-a-kind presentation to help you extend Excel’s usefulness.
11 | PD Pathways | June / July 2015
Information Technology Conference 2015
8:30 – 10:10AM
SESSION DESCRIPTIONS | DAY 2
GENERAL SESSION
DATA SECURITY – NEED WE SAY MORE?
Tommy Stephens
With so many data breaches, you should be concerned about the security of your data. In this session, you will learn about some of the recent high
profile attacks and how they occurred. More importantly, you will learn about techniques that will help you minimize the risks of similar attacks
affecting your organization. Address your security concerns by participating in this session.
10:10 – 10:20AM
COFFEE BREAK
10:20AM – 12:00PM
CONCURRENT SESSIONS
USING TABLES, PIVOTTABLES AND QUERIES TO
AUTOMATE REPORTING
WINDOWS 10: YOU’RE GOING TO LOVE IT
Karen Granville
Built on the foundation of Windows 8,
Windows 10 returns the Start Menu,
introduces Universal apps and adds
slick new features, such as a common
notification area, virtual desktops, mobile
device management, and data protection.
Attend this session to see why most users
are going to love Windows 10, Microsoft’s
newest operating system.
Ward Blatch
Using Excel’s Table feature in concert with PivotTables,
you can streamline financial and operational reporting
processes and significantly reduce the risk of errors.
Combine these new capabilities with live data queries,
and Excel reporting can be faster and easier than ever.
Attend this session to find out how to create better Excel
reports with less time and effort.
12:00 – 12:50PM
LUNCH
12:50 – 1:40PM
CONCURRENT SESSIONS
LEADING SOLUTIONS FOR ACCOUNTING FIRMS
Tommy Stephens
Technology is a differentiator for CPA firms.
Progressive firms that deploy leading-edge
solutions complemented with investments
in training are far more successful than
those who continue to rely on outdated
technologies. In this session, you will learn
about leading-edge solutions available for
accounting firms and how these solutions
can help your firm reach its goals.
REVOLUTIONIZING SMALL BUSINESS ACCOUNTING
TECHNOLOGY POLICIES TO PROTECT YOUR ORGANIZATION
Karen Granville
Ward Blatch
Tommy Stephens
K2 Enterprises team members are often
asked how they keep up with the rapid
changes in business technology. The answer
is simple – hard work and lots of reading
and research. Based on a consensus of the
K2 team, in this session we share the best
of the best with respect to articles about
technology changes, trends, and significant
advances.
A revolution is taking place in small business
accounting. While traditional desktop products
continue to hold the lion’s share of the market,
newer solutions are changing how small
businesses – and their accountants – record
and report transactions. Join us in this session
for a highly-informative discussion on how this
new breed of solutions will change accounting
for small businesses.
More than ever, policies and control procedures
can help you protect your data. In this session,
you will learn about critical policies that you
need to have in place, including acceptable use,
encryption, and mobile device management
policies. You will also receive samples of
recommended policies, along with guidance
for implementing them, helping you to reduce
your risk.
TOP TEN TECHNOLOGY ARTICLES YOU SHOULD HAVE READ
1:40 – 1:50PM
CHANGE BREAK
1:50 – 2:40PM
CONCURRENT SESSIONS
PERSONAL TECHNOLOGIES
Karen Granville
Though many new technologies target
business users, some are better suited for
personal use. New audio and video devices,
home security tools, electronic convenience
gadgets, and internet-based finance and
personal organization tools are among the
personal technologies you will learn about in
this session. Participate and learn how you
can manage an increasingly busy lifestyle.
2:40 – 2:50PM
COFFEE BREAK
2:50 – 4:30PM
GENERAL SESSION
ENTRY LEVEL ACCOUNTING, REPORTING, AND ANALYTICS
BEST TOOLS FOR COLLABORATION
Tommy Stephens
Ward Blatch
For organizations that are beyond small
business accounting software, the choices are
seemingly endless. A growing list of innovations
and options change how you should select and
deploy your accounting, reporting, and analytics
solutions. If you are curious about your options,
join us in this session to discover the products
and services that represent the best fit for you,
your organization, or your clients.
Collaboration is one of today’s hottest
technology topics. In this session, you will
learn about collaboration tools available
from leading technology providers, and
how you can use these tools to work more
efficiently and effectively. You will also learn
how you can share and simultaneously edit
documents in real-time, without creating
multiple copies of the same file.
WELCOME TO THE NEW WORLD OF MICROSOFT
Ward Blatch
Previously considered to be a software company, Microsoft has changed and now sells hardware, software, and subscription and Cloud-based
services. In this session, you will learn about many tools and services available from Microsoft and how they can help to drive your bottom line. You
will also learn how to manage licensing costs and how to deploy Microsoft hardware and software most effectively.