PROS IN THE KNOW 2014
2014 CPA New Brunswick Fall Professional Development Conference October 14th - 17th Delta Beauséjour Moncton, NB PROS IN THE KNOW GENERAL SOCIAL INFORMATION EVENTS SessionS HOTEL INFORMATION MEALS CPA New Brunswick’s conference base is the Delta Beauséjour in Moncton. Reservations must be made by Sunday, September 14th for a rate of $139 per night, single or double standard room. When contacting the hotel, please indicate that you are attending CPA New Brunswick’s conference. Complimentary breakfast and lunch will be provided each day for session participants. Be sure to register for meals that you will be attending to ensure a seat. Breakfast will be served from 7:15 am to 8:15 am and lunch will be served from 12:00 pm to 1:00 pm. Refreshments and snacks will be provided at the morning and afternoon breaks. Delta Beauséjour 750 Main Street, Moncton, NB, E1C 1E6 Tel: (506) 854-4344 or toll free: 1-888-890-3222 www.deltahotels.com Direct link: https://www.deltahotels.com/ Groups/Delta-Beausejour-Groups/CPAConference-2014 Conference Check-in Desk Hours: Tuesday: 7:15 am – 4:30 pm Wednesday: 7:15 am – 4:30 pm Thursday: 7:15 am – 4:30 pm Friday: 7:15 am – 4:30 pm EARLY REGISTRATION INCENTIVE Register and pay for the conference by Friday, September 12th to receive a 20% discount. The final date for registration is Wednesday, October 8th. REGISTRATION SAVINGS - Conference Passport Participants can benefit with significant savings on standard registration fees when selecting the Conference Passport option. This option offers you 4 full-day sessions of your choice for the price of $1,400. (Book early as some sessions have limited seating capacities). HOW TO REGISTER Participants can mail, fax or email their conference Registration Form (located following the Presenters section of this brochure) with payment to: CPA New Brunswick Conference 602-860 Main Street Moncton, NB E1C 1G2 Fax: (506) 830-3310 Email: [email protected] 1 If you have any dietary restrictions or allergies, please be sure to indicate these when completing your registration online or by indicating them on the Registration Form. CONTINUING PROFESSIONAL DEVELOPMENT HOURS As indicated on the session descriptions, 8 verifiable CPD hours will be granted for a full day session and 4 verifiable CPD hours will be granted for a half day session. CPD hours will automatically be applied to your CPD file within two weeks following the Conference. SESSION SPACES Please note that some sessions have limited enrolments. If applicable, we have indicated the maximum number of attendees above the session descriptions. OTHER USEFUL INFORMATION Refund Policy: Refunds will be issued if cancellation notice is received by 4:30 pm Friday, October 3rd. A substitute can be made at any time. Dress Code: Suggested dress code is business casual. SOCIAL ACTIVITIES 1ST ANNUAL CONFERENCE WELCOMING RECEPTION! CGA CONVOCATION Tuesday, October 14th Sponsored by: DB Group Consulting Inc. This is CPA New Brunswick’s first networking event. This glamorous welcoming reception promises to be an event to remember. Come socialize with your peers from 5:00 pm to 7:00 pm. It will give you all a chance to mix n’ mingle with your new peers and have a few laughs while enjoying hors-d’oeuvre and refreshments. Entertainment is provided by Rémi Boudreau – Magician and Illusionist. As well, music will be provided by Sistema NB, a 4 pieces string quartet. “5-7” PRO EVENT Saturday, October 18th Join our Congratulatory Gala event at the Delta Beauséjour as your organization and invited dignitaries welcome our newest CPA, CGA members and congratulate our award recipients. Kevin Robart will be the master of ceremonies for this event. This formal banquet will include a succulent meal and will be followed by a dessert buffet where you can mingle with family and friends. Reception (cash bar): 5:30 pm to 6:30 pm Gala & Awards: 6:30 pm to 9:30 pm Thursday, October 16th CMA CONVOCATION We are having another great social event tonight from 5:00 pm to 7:00 pm. Come join us, for some refreshments while mingling with your peers. October 25, 2014 – Delta Brunswick, Saint John, NB HOSPITALITY SUITE After a day filled with top notch professional development, join us for some rest and relaxation at our Hospitality Suite. Enjoy complimentary snacks and beverages as you renew old friendships and make new ones. We will have prize draws throughout the week so make sure to drop by each evening that we are open. We are open: • Wednesday, October 15th from 9:00 pm to 11:00 pm • Thursday, October 16th from 9:00 pm to 11:00 pm • Friday, October 17th from 9:00 pm to 12:00 am • Saturday, October 18th from 10:00 pm to 12:00 am Presentation of Certificates: 3:00 pm to 4:00 pm Reception (cash bar): 5:00 pm to 6:00 pm Dinner: 6:00 pm Further details and registration information will be communicated later. CA CONVOCATION January 17, 2015 – Fredericton Convention Centre Reception (cash bar): 6:00 pm Dinner and presentation of certificates and awards: 7:00 pm Further details and registration information will be communicated later. 2 SESSIONS AT A GLANCE SESSIONS Tuesday, October 14th SESSIONS PRESENTERS Leading Change (F) Pierre Battah Full From Know-how to Know-why - Intro to ValuesOrientated Leadership (E) Thomas Mengal Full Financial Statement Analysis (E) Karine Benzacar Full Cloud Computing for Accountants (E) Ward Blatch Full Efficient & Effective Review of Working Papers - Audit, Review & Compilation Engagements (E) Stella Penner Full HST/GST - Refresher for Professionals (E) Pierre Cormier AM Taxation of Domestic Family Trusts (E) Candace Sears PM Wednesday, October 15th SESSIONS PRESENTERS Coaching Skills for Management & Supervisors (F) Pierre Battah AM Trusts and estates - Taxation in the death and testamentary planning (F) André Gauvin PM Practical Tips for Controllers & CFOs (E) Stephen Priddle Full Advanced Tax Planning & Strategies (E) Marc Léger, Dan LeBlanc, Armand Iratunga, Natalie Woodbury Full Public Speaking - Speak with Purpose, Authority and Effect (E) Paul Kearley AM Email Efficiency - Writing for a Wired World (E) Jon Tattrie PM Employment Law for non-HR Professionals (E) Clarence Bennett, Sacha Morisset AM Provincial Law (E) Self study Basic CaseWare/CaseView (E) Terry Isles AM Advanced CaseWare/CaseView (E) Terry Isles PM *Session to be presented in : (E) English or (F) French 3 ELEVATE YOUR PROSPECTS EXPAND YOUR HORIZONS FULFILL YOUR POTENTIAL SESSIONS Thursday, October 16th SESSIONS PRESENTERS Retirement's Current Reality (F) Michel Noël AM Networking for Success (F) Samuel Saintonge PM Leading Change (E) Pierre Battah Full Money Belt/Lean Six Sigma (E) Peter Robustelli Full Valuation in Corporate Finance (E) Tom McCallum Full Insolvency & Restructuring (E) Robert MacKeigan, Stephen Hutchinson, Maurice Chiasson, Hugh Cameron AM Advanced Navigating & Resolving Tax Issues (E) Bruce Russell, Kaitlyn Angus PM Writing with Confidence for Professionals (E) Jon Tattrie AM Non-Profit Organizations and Registered Charities: Accounting, Auditing & Taxation Issues (E) Alexis Brown PM Friday, October 17th SESSIONS PRESENTERS Exceptional Board Governance (F) Aldéa Landry AM Presentation of Financial Statements - Advanced (F) Sophie Bureau Full Intro to U.S. Tax (E) Todd King Full Project Management 101 (E) Donald Moore Full Retirement Planning (E) Dan Noel AM IFRS Update 2014 (E) Emily Hartford PM Networking for Success (E) Samuel Saintonge AM Social Media (E) Heather Anne Carson PM Exceptional Board Governance (E) Aldéa Landry PM *Session to be presented in : (E) English or (F) French JOIN THE PROS. 4 CONTAIN-IT 368 Faulkland Street, P.O. 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E1A 6W8 Avocate & Notaire - Barrister & Solicitor Phone: (506) 859-2130 Facsimile: (506) 859-2132 SESSIONS Tuesday, October 14th [email protected] Leading Change (French) Presenter: Pierre Battah Time: 8:30 am - 4:30 pm CPD hours: 8 Maximum participants: 30 After completing the session, participants will be able to: • Develop a compelling case for change • Articulate a vision for a change initiative • Develop a change management plan • Build commitment to a change • Engage and empower people to act • Communicate effectively and relentlessly • Identify and address resistance to change • Implement a change management plan • Institutionalize the change Tuesday, October 14th ve lid by 014 This session is designed to ensure that people have the knowledge and skills to effectively lead and support change initiatives. It is based on research and best practices that are then translated into practical and proven strategies for success in the workplace. Particular emphasis is placed on the work of John Kotter, one of the leading authorities on change management principles and practices. Participants ground their learning by using their own past, present or future change initiatives as cases throughout the course. Leadership is about motivating one-self and others to make a meaningful difference. This session is designed for participants who would like to be more effective in leading themselves and others. It will introduce participants to a new leadership approach resulting from the presenters’ research and practice. Values-oriented leadership focuses on and requires the ability to discover meaning in what we do and to jointly create a successful strategy for the future. Participants will be introduced to the building blocks of effective leadership in an engaging mix of theory and practice. From Know-how to Knowwhy - Intro to ValuesOrientated Leadership (English) Presenter: Thomas Mengal Time: 8:30 am - 4:30 pm CPD hours: 8 In particular, the session is designed to help participants achieve the following learning outcomes: • Effectively integrate concepts and skills of values-oriented leadership into their leadership repertoire • Meaningfully address their own and others’ motivational needs • Apply the concepts of emotional and spiritual intelligence • Successfully set and pursue goals for their own personal and leadership development • Identify and implement strategies for team- and project-leadership • Create effective approaches for organizational leadership • Connect the concepts of values and meaning to the bottom-line and other organizational outcomes. 6 SESSIONS Tuesday, October 14th Analyzing financial statements is no easy task. In a world where some companies report results using International Financial Reporting Standards (IFRS), others report using U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE), this task is becoming more and more challenging. Financial statements are froth with managerial judgment and it is difficult to assess the financial health of an organization or compare companies based on numbers alone. Financial Statement Analysis (English) Presenter: Karine Benzacar Time: 8:30 am - 4:30 pm CPD hours: 8 Maximum participants: 50 This session focuses on how to analyze financial statements, particular the lesser known techniques which are becoming more and more important in our first year of IFRS and ASPE reporting. It will review the right situations in which to use straightforward financial ratio analysis and will also address adjustments which must be made to statements prior to the use of ratios so that the financial analysis techniques are applied effectively. It will also discuss other measures which must be taken into account to arrive at a detailed assessment of a company’s financial health. Tuesday, October 14th “Cloud Computing.” You’ve heard the term, but what does it really mean and how will it impact you both personally and professionally? In this session, you will learn the fundamentals of cloud computing, including what cloud computing really is and how it differs from hosted services. The course then shifts into a discussion to help you understand if cloud computing might be right for your organization or for your clients. From there, you will learn about the leading providers of cloud-based services and which of their solutions might be right for your organization or for your clients. Additionally, during the session you will learn how to migrate to cloud-based solutions and how to avoid the major pitfalls along the way. Cloud Computing for Accountants (English) Presenter: Ward Blatch Time: 8:30 am - 4:30 pm CPD hours: 8 Don’t miss this chance to learn about cloud computing and the potential for you to improve information services within your organization while improving efficiency and driving down costs! Learning Objectives: • Distinguish between cloud computing, virtualization, and hosted services • Determine if cloud computing is right for your organization • Identify the major cloud computing, hosted services, and application service provider vendors and the key solutions provided by each of these vendors • Develop a road map for selecting a cloud-based solution and migrating to it • Recognize the potential pitfalls associated with cloud-based solutions – such as security and data availability – and identifying means of avoiding these hazards • Investigate data storage in the cloud Course Information • Prerequisites: Fundamental knowledge of computer operations and Internet usage • Program level: Intermediate 7 SESSIONS Tuesday, October 14th This session develops a process for performing and documenting a review of working paper files for various engagements and review levels. Who Will Benefit: The session is directed to professionals just starting to review the working papers of audits, reviews and compilation engagements. It will also benefit Individuals with experience in reviewing working paper files wishing to improve their review skills. Learning Outcomes: Participants will be able to understand: • The relationship between the review process and the requirements for engagement file reviews under the Canadian Auditing Standards (CAS) and Other Canadian Standards • The different approaches needed in the various review roles resulting from the CSQC 1 quality control requirements • How to follow an organized structure when reviewing working paper files • Specific file review problem areas • The most common file deficiencies to be found • Requirements of CAS 230 audit documentation Efficient and Effective Review of Working Papers– Audit, Review and Compilation Engagements (English) Presenter: Stella Penner Time: Time: 8:30 am - 4:30 pm Topics Include: CPD hours: 8 • Detailed outline of file review requirements under the CAS • Discussion of review problems encountered in practice • How reviews are different for various levels of assurance • How reviews differ when no assurance is given( Compilations) • Comparison of file review requirements for various review situations (i.e. detailed vs. general reviews) • Review of a file for file efficiency purposes. • How to review some key C•PEM forms • Case study in file review • Program level: Intermediate Tuesday, October 14th HST/GST Refresher for Professionals (English) Presenter: Pierre Cormier Time: 8:30 am - 12:00 pm CPD hours: 4 This session will provide an overview on a selection of important GST/HST issues a practitioner may encounter when working with clients in various industries and identify some important areas which are frequently sources of errors/assessments. The application of GST/HST is often far more complex than practitioners or businesses appreciate. The principles involved are often quite different than those applied to income tax. Failure to be aware of these complexities can result in lost opportunities, or worse, large tax assessments. The session will review important concepts including HST place of supply rules (which often impact suppliers located in non-HST provinces), registration & collection requirements, taxable supplies and deemed supplies, input tax credit entitlements and some of the more common and important exemptions and zero-rating provisions. Who Should Attend: General practitioners, company accountants and other advisors who provide advice on or participate in a range of business transactions. Topics Include: • Fundamental concepts – including ‘commercial activity’ • Registration, collection and reporting rules – including HST place of supply rules • Review of input tax credit entitlement rules and other rebates • Brief review of important zero-rating provisions and exemptions including, exports, transactions with non-residents, health care providers, and others • Program level: Intermediate 8 SESSIONS Tuesday, October 14th Objectives: This session will focus on the basic concepts of trust law and the relationship between the parties, the design of a trust, types of trust, taxation of trusts and taxation of beneficiaries. Practical uses of trusts for inter vivos planning will be addressed. The treatment of the various elements of a basic T3 income tax return will be covered. The session does not deal in depth with the taxation of estates, the preparation of terminal income tax returns or postmortem tax planning. Taxation of Domestic Family Trusts (English) Presenter: Candace Sears Time: 1:00 pm - 4:30 pm CPD hours: 4 Who Should Attend: The session will appeal to practitioners who would like a working knowledge of the nature of a trust and the constraints imposed by law on the use of a trust, the various types of trusts, the rules relating to the taxation of trusts and their beneficiaries and the practical uses of trusts. Topics include: • The various types of trusts and how trusts and beneficiaries are taxed • The legal issues to be addressed in establishing, designing and operating a trust, and the constraints these impose • Detailed examples to illustrate concepts and practical uses of trusts • A detailed summary of the taxation of inter vivos trusts and their beneficiaries and a summary of the taxation of estates • Attribution rules which apply to the beneficiaries of trusts • Distinguishing a trust from an estate • A review of the preparation of a T3 return for an inter vivos trust Wednesday, October 15th The power of efficient feedback is unlike any other in terms of motivation abilities and potential to reinforce, develop, and correct employees’ performance and behaviors. While carrying out their performance management functions, effective managers use a variety of coaching techniques, which include efficient feedback. They employ some instruments from their toolbox, namely relevant questions that allow them to provide impactful feedback. Coaching Skills for Management & Supervisors (French) Presenter: Pierre Battah Time: 8:30 am - 12:00 pm CPD hours: 4 Maximum Participants: 30 9 At the end of the session, participants will be able to: • Identify three types of questions which define and offer options leading to actions on the part of employees • Offer positive and negative feedback while achieving the desired impact • Increase the likelihood that the feedback will lead to major changes • Identify and overcome defense mechanisms demonstrated by employees receiving feedback • Start and finish difficult conversations to bring positive changes to the employees’ performance and behaviors SESSIONS Wednesday, October 15th The death of a person causes several specific tax implications. Outline: This session deals with the tax aspects that a CPA must master in order to intervene in a testamentary planning or regulation of succession. It is a good complement to training activities dealing with other considerations than tax: Trusts and estates - establishment of a testament (other than tax considerations) and Trusts and estates - regulation of an estate (other than tax considerations). Trusts and estates Taxation in the death and testamentary planning (French) Presenter: André Gauvin Time: 1:00 pm - 4:30 pm CPD hours: 4 Objectives: At the end of the session, the participants will be able to give advice on issues concerning the establishment of a testament and in the liquidation of a succession. Topics: • Required information • General tax rules applicable in the event of death • Tax reliefs • American inheritance rights • Production of tax returns for the deceased • The estate tax preparation • Elements of estate tax planning • Elements of planning tax post-mortem • Clearance certificates • Case practice (deceased and succession) Who Should Attend: Accountants in firms, companies and advisors in public sector Wednesday, October 15th This session covers several hundred useful tips for accountants in financial leadership. The tips are illustrated through concrete examples derived from practical experience. You won’t find these tips in courses or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. This session “grows” continuously as new tips are added from past participants. It provides specific opportunities for bench-marking your practices with those of your peers. Practical Tips for Controllers & CFOs (English) Presenter: Stephen Priddle Time: 8:30 am - 4:30 pm CPD hours: 8 Who Should Attend: Accountants in leadership positions, such as Controllers, CFOs and directors of finance, as well as those in public practice or consulting, who advise clients. Accountants from large companies, government and not-for-profits also find the course useful. It is also helpful for financial analysts and accountants moving toward these roles. Topics Include: • Great tips on key indicator reporting • Getting the most out of your bank • Cash flow crisis: what to do when it happens • Cost-cutting tips • M&A: the good, the bad and the ugly • The fast close • System conversion dos and don’ts • More creative thinking for accountants • Auditors & lawyers: minimizing costs • More useful financial reporting 10 SESSIONS Wednesday, October 15th The session begins with a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning. Topics covered include the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions, surplus stripping, association etc. Various tax planning strategies are presented that are divided into four main categories: restructuring asset profiles, sale of business, use of partnerships and use of trusts. Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis. This is an in-depth session that moves along quickly due to the volume of topics presented and discussed. Session Outline: • Managing tax avoidance risks • Restructuring asset profiles – important planning strategies • Business sale planning matters • Tax planning using partnership business structures • Tax planning using trust relationships Advanced Tax Planning & Strategies (English) Presenters: Marc Léger, Dan LeBlanc, Armand Iratunga, Natalie Woodbury Time: 8:30 am - 4:30 pm Who Will Benefit: This session is ideally suited to practitioners with strong CPD hours: 8 Canadian tax planning backgrounds who wish to add value to existing and potential client relationships by giving consideration to potential tax and estate planning opportunities. Prerequisite: Participants should have a good knowledge of personal and corporate income tax. Wednesday, October 15th If you are the kind of person who likes to be in control over your surroundings and speak up when a voice of reason or clarity is required, then this session has been designed especially for you. Every minute of this session is aimed at coaching you to stand up, speak out and be heard, and to deliver a talk or story with confidence. If your goal is to be more comfortable just speaking up at a meeting, you’ll also walk away from this session with a toolbox full of practices and principles that you can rely on to be effective in voicing your point or idea. Join us in this session as we tackle and tame one of the biggest challenges in business today: The fine A.R.T. of business communication. Public Speaking - Speak With Purpose, Authority and Respect (English) Presenter: Paul Kearley Time: 8:30 am - 12:00 pm CPD hours: 4 Maximum Participants: 40 11 SESSIONS Wednesday, October 15th Readers are busy people. When they are kind enough to begin reading our words, they also begin thinking about doing something else. Alerts are flashing across the screen, links tempt them away, and Facebook tells them someone has commented on their photo. Writers always knew some readers would abandon them before finishing their piece, but now we know exactly how long readers spend on our pages, what holds their attention, and when they leave. We can improve our writing to retain readers. Online readers like short sentences, short paragraphs, and lots of white space. Email Efficiency - Writing for a Wired World (English) Presenter: Jon Tattrie Time: 1:00 pm - 4:30 pm CPD hours: 4 Maximum Participants: 20 Program Content: • How to clarify the response you want from a message • How to avoid cliché words and phrases that confuse or irritate people • How to build a toolbox of tones so you always use the best fit • How to assess your audience and calibrate your writing style • When to CC and when to BCC and why you should almost never Reply All • How to change the Subject to get quicker responses • Avoid the F-word: when Forwarding goes wrong Program Benefits: This course will help you… • Improve your communication skills • Control your email so your email doesn’t control you • Respond to emails so the sender is satisfied • Learn the One Mail, One Message rule • Punctuate your emails to improve clarity • Handle Flaming, LOLing and emoticons Who Will Benefit: Anyone who regularly emails clients and colleagues and wants to make a better e-impression. Wednesday, October 15th The presentation will be entitled the ABCs of Employment Law and will highlight legal issues that may arise at every stage in the employment relationship. We will discuss issues that arise from pre-hiring, hiring, and termination and provide advice about performance management, accommodation, off-duty conduct, and use of social media highlighting recent cases that will help the audience learn from the bad behavior of other employers and employees. Employment Law for non-HR Professionals (English) Presenters: Clarence Bennett & Sacha Morisset Time: 8:30 am - 12:00 pm CPD hours: 4 12 SESSIONS Wednesday, October 15th This half day session is designed to show participants the basics of CaseWare and CaseView. The session is divided between CaseWare and CaseView topics with time allotted for general discussions and questions. The session is appropriate for various experience levels, however the session is targeted towards the new and less experienced user. Basic CaseWare/CaseView (English) Presenter: Terry Isles Time: 8:30 am - 12:00 pm CPD hours: 4 Topics covered include: CaseWare • Creating new files from client data and templates, Lead sheet and grouping options • Import and export information • Program options – setup • File Documentation, Printing and year end roll forward • Basic understanding of History and milestones, Issues • File Maintenance and Completion CaseView • Basic understanding of Paragraph and section skipping • Table formatting and options, Cell roll forward & events • Cell calculations, Linking to working paper data, Notes to financials • Printing and exporting reports CaseWare Add-ons • GAAP and IFRS Financials templates • Audit and Review templates • Connector Wednesday, October 15th This half day session will focus on refining the use of Caseware and Caseview through the discussion of various features and options available to enhance file quality and productivity. The session will focus on understanding advanced features of Caseware’s working trial balance, documents and functionality and understanding the more sophisticated features within CaseView to develop automated letters, reports and financial statements. Advanced CaseWare/ CaseView (English) Presenter: Terry Isles Time: 1:00 pm - 4:30 pm CPD hours: 4 Topics covered include: CaseWare • Creating files from client data and templates, Import and export information • File Documentation, Printing and year end roll forward • Advanced document settings and customization • Analytical review using account and variance analysis • File Maintenance and Completion CaseView • Paragraph and section skipping, Check boxes and Popup cells (with choices) • Table formatting and options, Cell roll forward & events • Cell calculations, Linking to working paper data, Drill-downs to working paper data • Notes to financials - best practices, Insert and update Knowledge library links CaseWare Add-ons • GAAP and IFRS Financials templates • Audit and Review templates • Connector * Provincial Law - Self study info This course is designed to provide information about selected New Brunswick legislation, 13 which is of relevance to accountants in carrying out their professional responsibilities. This course is mandatory for all CA students seeking admission to the NBICA. SESSIONS Thursday, October 16th Retirement’s current reality (French) Presenter: Michel Noël Time: 8:30 am - 12:00 pm CPD hours: 4 Low interest rates, stock markets at record levels, increased life expectancy... how can we plan our retirement in such an environment? While all these elements have an impact on retirement, the solution consists of global wealth management and good planning. This session is mostly aimed at helping practitioners offer good advice to their entrepreneur and professional clients regarding retirement. It will help participants identify potential solutions to build the net value and maximise the life style at retirement of their clients. Thursday, October 16th Networking for Success (French) Presenter: Samuel Saintonge Time: 1:00 pm - 4:30 pm CPD hours: 4 Networking, a waste of time? For a lot of people it is! I see it every day! Networking is important! Networking is a process which combines action and reflection. There are many things that you can do in order to become a better Networker. The first thing to do is to gain a good understanding of how Networking can work for YOU! Forget what others are doing, let’s create a plan that works for the “introverts” and “extraverts“ alike… different process same results! Maximize your strengths, then adapt existing strategies and develop new strategies for yourself. Let’s work together and explore the pillars of effective Networking. Thursday, October 16th This session is designed to ensure that people have the knowledge and skills to effectively lead and support change initiatives. It is based on research and best practices that are then translated into practical and proven strategies for success in the workplace. Particular emphasis is placed on the work of John Kotter, one of the leading authorities on change management principles and practices. Participants ground their learning by using their own past, present or future change initiatives as cases throughout the course. After completing the session, participants will be able to: • Develop a compelling case for change • Articulate a vision for a change initiative • Develop a change management plan Leading Change • Build commitment to a change (English) • Engage and empower people to act Presenter: Pierre Battah • Communicate effectively and relentlessly Time: 8:30 am - 4:30 pm • Identify and address resistance to change CPD hours: 8 • Implement a change management plan Maximum Participants: 30 • Institutionalize the change 14 SESSIONS Thursday, October 16th Finance professionals are one of the most important voices in an organization and must be part of the Lean Six Sigma program for the organization to be successful. This session was developed to: • Educate the finance function on their role in a Lean Six Sigma program. The role includes improving processes in finance and participating on project teams. • Providing financial expertise to quantify the cost of poor performance and savings. • Providing a signatory sign-off in cost savings of project teams. Money Belt / Lean Six Sigma (English) Presenter: Peter Robustelli Time: 8:30 am - 4:30 pm CPD hours: 8 Maximum Participants: 30 Topics for this session include: • The role of finance in a Lean Six Sigma program • Understanding and creating a cost of poor quality metric • Lean Six Sigma as it applies to the financial processes • Participation on a Lean Six Sigma Team • Determining the ROI of process improvement Thursday, October 16th Valuation in Corporate Finance (English) Presenter: Tom McCallum Time: 8:30 am - 4:30 pm CPD hours: 8 15 The valuation of a business or a business interest is not a mechanical, mathematical exercise. It’s subjective but within an objective framework, requiring accounting and finance skills as well as the application of logic and professional judgement using the whole range of skill sets of an accountant. This session will acquaint you with the basic nuts and bolts of business valuation, as applied to a closely-held corporation. The value of a business interest might need to be determined in a variety of situations, most notably for income tax purposes, marriage breakdown, and shareholder disputes. The material will also be invaluable to those who will be required to ascertain or value goodwill and/or similar intangibles under IFRS or other accounting standards. We’ll look at both the underlying principles supporting valuation and the practical application aspects such as valuation reports and their requirements, including CGA-Canada’s Business Valuation Guideline. Included among the many topics is an examination of the definition of fair market value and its determination in a notional market context, the difference between value and price, ordinary purchasers versus special-purchasers, the going-concern approaches of capitalizing (or discounting) earnings/cash flows, net asset value approaches, distinguishing between commercial goodwill and personal goodwill, evaluating risk, the role of rules-ofthumb, and testing valuation conclusions. You’ll leave with an improved appreciation for the art and science of valuation which you can immediately apply in practice. SESSIONS Thursday, October 16th Four senior practitioners from Stewart McKelvey’s team of insolvency and restructuring specialists will provide an overview on what you need to know in the field of Insolvency and Restructuring, including the following: Insolvency & Restructuring (English) Presenters: Robert MacKeigan, Stephen Hutchinson, Maurice Chiasson, Hugh Cameron Time: 8:30 am - 12:00 pm CPD hours: 4 • Overview of the Bankruptcy and Insolvency Act (“BIA”) • Comparison of the BIA proposal regime and Companies’ Creditors Arrangement Act (“CCAA”) plan of arrangement provisions • Distressed businesses – what to do when your banker calls the loans, options for restructuring • Overview of statutory priorities • Overview of Directors liability • Interactive case study on related party transactions • Creditor’s Rights, options for collecting the unpaid receivable • Secured lending, perfecting the security, common mistakes Thursday, October 16th This half day session will focus on tax litigation topics such as: Advanced Navigating & Resolving Tax Issues (English) Presenters: Bruce Russell, Kaitlyn Angus Time: 1:00 pm - 4:30 pm CPD hours: 4 • Audit • Notice of Objection • Tax Court process • New Brunswick Provincial Court • Federal Court • New Brunswick Court of Queen’s Bench • Federal Court of Appeal • Supreme Court of Canada • Evidence • Taxpayer relief applications • Investigation process • Taxpayer Bill of Rights • CRA ombudsman • Solicitor client privilege • Directors liability assessments • Section 160 assessments • SR&ED issues • Overseas employment tax credits assessments • “Automatic” penalties • Mediation/arbitration • Remission orders • GAAR assessments 16 SESSIONS Thursday, October 16th Clear writing is critical for anybody at work today. Communications with clients, colleagues, authorities and other professionals must accurately and precisely convey the required information. Poor writing leads to miscommunications. Sloppy sentences can be misconstrued. Emails and “remails” seeking clarification waste the time of the writer and the reader. This session will show you how to use plain English to avoid ambiguity. You will increase the quality of your writing while decreasing the time you spend writing. You will learn how to prepare your thoughts and how to compose them so the reader will understand you perfectly. Writing With Confidence for Professionals (English) Presenter: Jon Tattrie Time: 8:30 am - 12:00 pm CPD hours: 4 Maximum Participants: 20 People who have taken this session report that they are able to: • Get their thoughts organized quickly to get off to a fast start • Use openings that guide the reader to their message • Shorten and simplify their documents using five key editing techniques • Know why documents follow the format they do and precisely how they are used • Understand the technical writing requirements – quick comprehension, clear navigation, completeness and accuracy • Use four main visual techniques to make their writing more inviting • The time you spend on this course will soon be recuperated in improved writing speed and clarity. As a bonus, your clients and colleagues will save time, too, as they no longer have to re-read what you’ve written. The class is fun, interactive, and full of practical advice. After this session you will be able to: • Understand the “Circle of Good Writing” • Clarify your objectives • Assess your audience • Use the “Five Principles of Clarity” • Write so clearly that your reader gets your message quickly and easily Thursday, October 16th This session will address accounting, auditing and income tax issues specific to organizations carried on for not-for-profit purposes. Not-for-profit accounting, tax and reporting rules are substantially different from those applicable to private sector organizations. Without a solid understanding of these rules, individuals in financial reporting positions with these organizations may encounter difficulties meeting their reporting requirements. Non-Profit Organizations and Registered Charities: Accounting, Auditing, and Taxation Issues (English) Presenter: Alexis Brown Time: 1:00 pm - 4:30 pm CPD hours: 4 17 Benefits of attending: The session will provide those involved in charities and NPOs an introductory understanding of the accounting and tax issues facing these organizations. Participants in public practice will gain an understanding of the accounting and tax issues specific to non-profit entities to provide valuable services to their not-for-profit clients. Topics include: • Canadian gaap for charities and not-for-profit financial statements • Differences between part iii and psab 4200 series • Typical audit issues faced by auditors of these entities • Tax compliance requirements for charities and not-for-profits • Canadian tax rules with respect to loss of tax exempt status and planning techniques to minimize this risk • Latest proposed and enacted tax legislation affecting these entities Program Level: Introductory to Intermediate SESSIONS Friday, October 17th A strong and dedicated Board of Directors can be the backbone of a non-profit organization. The more effectively a board is run, the more it can contribute to the success of the organization. Board chairs, board members and executive directors/CEOs who work with boards will all benefit from this session devoted to best practices in board governance. Exceptional Board Governance (French) Presenter: Aldéa Landry Time: 8:30 am - 12:00 pm CPD hours: 4 Topics include: • Clarifying the roles and responsibilities of board members and committees • Understanding the relationship between the board and the executive director • Recruiting and training board members • Assessing the effectiveness of one’s own board and committees Friday, October 17th This session is designed for those who would like to know more about the Fundamentals of Project Management. This session takes people through the five Process Groups and ten Knowledge Areas outlined in the Project Management Body of Knowledge. It’s a great way to get started on a path to Project Management, but can also be used as a refresher on these same topics. This session is designed as an interactive learning experience and requires no formal knowledge or experience in Project Management. Project Management 101 (English) Presenter: Donald Moore Time: 8:30 am - 4:30 pm CPD hours: 8 Topics include: • Project Management Process Groups: - Initiating, Planning, Executing & Closing - Monitoring and Controlling • Project Management Knowledge Areas: - Integration - Scope, Time & Cost - Risk & Quality - Human Resources - Communications - Procurement • The Triple Constraint • Project Management Organizational Structures • Professional and Social Responsibility • Resources and Tools 18 SESSIONS Friday, October 17th Introduction to U.S. Tax (English) Presenter: Todd King Time: 8:30 am - 4:30 pm CPD hours: 8 Objective: As Canadian companies continue to expand their businesses into the U.S., it is becoming increasingly important for advisors to have a general understanding of U.S. corporate tax issues. This session will provide a general overview of the U.S. income tax system. The calculation and treatment of income and expenses for tax purposes is examined and procedures used to calculate corporate taxable income in common situations are presented. This is an introductory session with an emphasis on U.S. corporate tax compliance and participants will be exposed to the various forms required to prepare a U.S. corporate tax return (Form 1120). Consideration will also be given to the compliance requirements of doing business from a State perspective. Who should attend: Members who have clients with U.S. business operations or clients looking to expand their operations into the U.S. who would like a better understanding of U.S. federal and state compliance issues. Topics include: • Introduction to U.S. Taxation • Taxation of residents and non-residents • Forms of doing business in the U.S. • Computation of taxable income/common book-tax differences • Overview of depreciation and amortization • Estimated tax • Filing deadlines and administration • Introduction to consolidated returns • Introduction to transactions between corporations and shareholders • Overview of state and local taxation Program Level: Introductory Friday, October 17th Presentation of Financial Statement - Advanced (French) Presenter: Sophie Bureau Time: 8:30 am - 4:30 pm CPD hours: 8 19 Analyzing financial statements is no easy task. In a world where some companies report results using International Financial Reporting Standards (IFRS), others report using U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE), this task is becoming more and more challenging. Financial statements are froth with managerial judgment and it is difficult to assess the financial health of an organization or compare companies based on numbers alone. This session focuses on how to analyze financial statements, particular the lesser known techniques which are becoming more and more important in our first year of IFRS and ASPE reporting. It will review the right situations in which to use straightforward financial ratio analysis and will also address adjustments which must be made to statements prior to the use of ratios so that the financial analysis techniques are applied effectively. It will also discuss other measures which must be taken into account to arrive at a detailed assessment of a company’s financial health. SESSIONS Friday, October 17th This session will help participants understand the new retirement realities facing Canadians today. It is aimed to help attendees better relate to the their clients unique life circumstances since the financial meltdown of 2008-09, shifting demographics and the impact to family retirement income planning. Retirement Planning (English) Presenter: Dan Noël Time: 8:30 am - 12:00 pm CPD hours: 4 Session topics to be covered: • Impact of retiring in a low interest environment • Redefinition of Risk • Financial impact of increased life expectancy • Demographic shifts - blended families and estate planning • Most asked retirement income planning questions • Potential solutions for investing in a low interest rate environment Friday, October 17th IFRS standards continue to change and it is important to keep abreast of recent developments. This course provides participants with a review of new and revised IFRSs and an up-to-date snapshot of other projects being considered by IFRS standard setters. The content covers new and revised standards approved from July 2013 to June 2014. Updates are provided to summarize changes after June 2014. IFRS – Update 2014 (English) Presenter: Emily Hartford Time: 1:00 pm - 4:30 pm CPD hours: 4 Who Will Benefit: All professionals who want to be informed of the recent developments in IFRS standards, including: public accountants, preparers and readers of financial statements using IFRS. CFOs and VPs, Directors, Senior managers, Controllers and other financial reporting staff, auditors, and audit committee members will find this course useful. Learning Outcomes: After completing this course, the participants will have an understanding of the IFRSs approved or revised during the past year and an overview of projects on the IASB’s agenda. Topics Include: • Overview of IFRSs – issued, revised and in progress • Review of new and revised standards • Revenue • Financial Instruments including Hedging, Classification and Measurement and Impairment • Interim standard for rate-regulated entities • Annual Improvements • Review of feedback from regulators • Review of Exposure Drafts and Other Projects in Progress – IASB’s work plan including Leases Program Level: Intermediate 20 SESSIONS Friday, October 17th Networking, a waste of time? For a lot of people it is! I see it every day! Networking is important! Networking is a process which combines action and reflection. There are many things that you can do in order to become a better Networker. The first thing to do is to gain a good understanding of how Networking can work for YOU! Forget what others are doing, let’s create a plan that works for the “introverts” and “extraverts“ alike…different process same results! Maximize your strengths, then adapt existing strategies and develop new strategies for yourself. Let’s work together and explore the pillars of effective Networking. Networking for Success (English) Presenter: Samuel Saintonge Time: 8:30 am - 12:00 pm CPD hours: 4 Friday, October 17th In today’s world, an understanding of social media isn’t ‘nice to have’, it’s a necessity. This ½ day session will be a practical course on how social media applies to business today. We’ll discuss: • A Brief Social Media History Lesson • How it Applies to Business Today • Social Media is a Necessity, not a Luxury • Practical Strategies for Getting Started • Advanced Class: Using LinkedIn and Twitter for Business • Case Studies Social Media (English) Presenter: Heather Anne Carson Time: 1:00 pm - 4:30 pm CPD hours: 4 Friday, October 17th A strong and dedicated Board of Directors can be the backbone of a non-profit organization. The more effectively a board is run, the more it can contribute to the success of the organization. Board chairs, board members and executive directors/CEOs who work with boards will all benefit from this session devoted to best practices in board governance. Exceptional Board Governance (English) Presenter: Aldéa Landry Time: 1:00 pm - 4:30 pm CPD hours: 4 21 Topics include: • Clarifying the roles and responsibilities of board members and committees • Understanding the relationship between the board and the executive director • Recruiting and training board members • Assessing the effectiveness of one’s own board and committees PRESENTERS Aldéa Landry, CM, PC, QC Aldéa Landry is a lawyer and business woman who has been a civil servant with the New Brunswick Department of Justice, a legal practitioner in a law firm that she cofounded, and a Cabinet Minister and Deputy Premier of New Brunswick in the government of Premier Frank McKenna. She is president of Landal Inc., a consulting firm based in Moncton, New Brunswick offering integrated services in organizational and business development and in International Cooperation. She is also vice-president of Diversis Inc, a consulting firm specializing in immigration and diversity and a partner in Boutique ProWeb, a specialist in e-commerce and e-marketing. She holds a Bachelor of Arts degree from the Université de Moncton and a Bachelor of Laws from the University of New Brunswick. She is a graduate of the Directors Education Program offered by the ICD Corporate Governance College and the Rotman’s School of Business, as well as of the Governance Essentials for Directors of Non-Profit Organizations and of the Financial Literacy Program for Directors and Executives. Over the years she has given over 100 workshops in the area of governance. Alexis Brown, CA Alexis is a senior manager in Deloitte’s Saint John Office and is a member of the Assurance and Advisory Services Group in Atlantic Canada and a member of the Global IFRS & Offering Services Group. She has over 12 years of public accounting experience providing assurance and advisory services to primarily public and publically accountable companies in a variety of industries, including the manufacturing, energy and oil and gas sectors. Alexis also has extensive experience delivering training on complex accounting and reporting matters, including IFRS, PSAS and NPO, both internally to Deloitte professionals and externally to clients and for various professional organizations. Dan LeBlanc, CA, TEP Dan is the Atlantic Tax Leader for Ernst & Young LLP and has over 25 years of experience advising high net worth individuals and corporations on tax and estate planning matters. He has extensive experience in the tax area providing tax planning advice related to corporate reorganizations, business succession plans, trust structures, business acquisitions and divestitures. Dan has provided tax advice to businesses in a broad range of sectors including construction, retail, manufacturing, real estate, natural resources and professional service firms. Dan graduated from the Université de Moncton with a major in Accounting in 1983 and is a Chartered Accountant. He also holds the Trust and Estate Practitioners designation (TEP). Dan has delivered frequent speaking engagements throughout New Brunswick on tax and business succession matters affecting private corporations and their shareholders. André Gauvin, CA André Gauvin, CA, graduated from McGill University and obtained his CA while working in Montreal. For over 30 years he specialized in tax with the national firm, KPMG. As a Senior Partner with KPMG, André was in charge of the New Brunswick tax practice. Since 2011, André is president of André Gauvin & Associates. André has extensive experience with owner-managed business, including business successions, estate plans, tax minimization, structuring of wills, life insurance and shareholders agreements, as well as assisting all family members with the transition to the next generation. André has spoken widely on taxation matters, including numerous presentations to the Canadian Bar Association, the New Brunswick Institute of Chartered Accountants and KPMG National Tax Conferences. In addition, he has lectured at Université de Moncton and Mount Allison University, on taxation matters and was a regular tax commentator on CBC Radio. André has served on several Boards of Directors (Chamber of Commerce, Capital Winter Club, Moncton Golf Club) NBICA committees, United Way Campaign Cabinet, the Gala committee for the Atlantic Ballet Theater of Canada and the Conseil Économique Entrepreneur Committee. Armand Iratunga, CA Armand is an experienced tax manager in Business Tax Advisory Services with EY LLP. He holds a bachelor degree with major in Computer Science and Accounting from the Université de Moncton and is a Chartered Accountant. Armand specializes in Canadian corporate income tax planning. He works with clients in a variety of industries on corporate reorganizations, business succession planning and trust planning. Armand is also involved in various areas such as owner-manager remuneration planning and real estate/creditor proofing strategies. Armand was a part-time lecturer at Université de Moncton teaching tax and accounting and is involved in training aspiring chartered accountants through the Atlantic School of Chartered Accountants and Densmore. 22 PRESENTERS SEMINARS Bruce Russell, QC Candace Sears, BBA, CA, MBA, DipUT Bruce is a partner with McInnes Cooper in Halifax. Bruce is a member and former head of the firm’s Tax Service Group. He leads the firm’s tax dispute and litigation practice. A tax litigator with the Federal Department of Justice, in 1999 he moved to McInnes Cooper where his practice is focused on representing taxpayers in all manner of tax disputes (predominantly income tax and HST/GST) against Canada Revenue Agency. He has been a successful lead counsel in numerous Tax Court and Federal Court cases, including Canada’s first income tax GAAR case, and also in the Supreme Court of Canada. For the last 20 years he has been a regular speaker and author on tax litigation issues, regionally and nationally, for Canadian Tax Foundation, STEP Canada and Canadian Bar Association – N.S. Bruce is a past Canadian Tax Foundation governor and member of Nova Scotia Bar Council. His Queen’s Counsel appointment was in 2002. Bruce is one of three Atlantic Canada lawyers that Lexpert® Canada named in listing “Canada’s Leading 2013 Ranked Litigation Lawyers.” Lexpert also recognizes him as a “leading tax practitioner”. As well, in each of the last few years he has been listed by Best Lawyers® (Canada). In addition to professional activities, Bruce is a former chair of Halifax Chamber of Commerce’s Board of Directors and now is a lifetime governor of the Chamber. He has served on the Boards of Governors of both Dalhousie University and Halifax Grammar School, and is currently a governor of Atlantic School of Theology. Candace is a Senior Manager in KPMG LLP’s tax practice in Fredericton, specializing in tax for owner managed businesses including tax compliance and tax planning strategies for corporations, individuals and trusts. She is a lecturer at the University of New Brunswick (UNB) teaching courses in taxation, has been an instructor for the CPA PREP Program and has facilitated at the CPA In-Depth Tax Course Parts I and II Candace is active in her community through organizations such as Rotary, Junior Achievement, Active Fredericton and the Fredericton Chamber of Commerce. She received the Community Leader Award from KPMG LLP and the Rotarian of the Year Award in 2012 for her professional and philanthropic accomplishments and in 2014 received UNB’s Young Alumni Achievement Award. She is currently a member of the NBICA Council. Clarence Bennett, LL.M. Clarence is a partner in the Labour and Employment group with the Fredericton office of Stewart McKelvey. Clarence has a Master of Laws with a specialization in Labour and Employment law from Osgoode Hall (LL.M.). Clarence’s practice has focused on counselling employers over a wide spectrum of labour and employment issues. Clarence has been a commentator on CBC radio and in The Lawyers Weekly and is the Editor of Atlantic Employers Counsel, a quarterly Labour and Employment journal published by Stewart McKelvey. Clarence has also taught Employment Law in the Management Development Program at the University of New Brunswick College of Extended Learning. Clarence is a member of the Canadian Association of Counsel to Employers and has appeared before numerous administrative and arbitration tribunals, boards, and all levels of Court including multiple appearances at the Supreme Court of Canada. 23 Dan Noel, CFP, CIM Dan has been providing financial planning advice since 1987. He has achieved one of the most recognized designations in the industry, that of Certified Financial Planner (CFP) and with the growing focus on discretionary money management has achieved the Chartered Investment Manager (CIM) designation to be able to provide discretionary portfolio management in Canada. He is currently President and Senior Financial Advisor with Wyverstone Capital. His past experience includes offshore investment management including corporate and trust structures and all aspects of personal financial planning, including retirement, estate and investment planning. Dan’s expertise is tailored to the professional and high net worth individual. For over 8 years Dan has been the Business and Finance watcher with CBC Information Morning Moncton, Saint John and Fredericton along with appearances on CBC Maritime Noon and the CBC Evening news covering all things money! PRESENTERS Donald Moore, PMP Hugh Cameron, LLB Donald is a certified Project Management Professional (PMP) with seventeen years’ experience as an Information Technology consultant working as a Project Manager, Release Manager, and Network Analyst. Don currently works as a Project Manager in the IT Division of JD Irving Ltd in Moncton. He has a Bachelor of Science degree in Mathematics from the University of New Brunswick, a Bachelor of Education degree from Mount Allison University, and an MBA from the Université de Moncton. Don has been involved with the New Brunswick chapter of the Project Management Institute, PMI-NB, for the past 5 years in various roles. Don also teaches courses in Project Management and Organizational Communications for various groups including Crandall University in Moncton and PMI-NB. Hugh has over 20 years’ experience in collections, commercial litigation and insolvency matters. He has appeared in the Court of Queen’s Bench in New Brunswick, the Court of Appeal in New Brunswick and the Ontario Court, Commercial Division, in proceedings under both the Companies’ Creditors Arrangement Act and the Bankruptcy and Insolvency Act. Emily Hartford, CA Emily is a manager in the Deloitte Saint John assurance and advisory practice. She has over 7 years of public accounting experience, providing services to a variety of private, public and publically accountable clients in a variety of sectors, including energy, manufacturing and municipal government. She also has experience providing accounting assistance and advice to clients, including IFRS and PSAS conversion services. Emily also has experience delivering training on assurance, accounting and reporting matters, both internally to Deloitte professionals and externally to clients and various organizations. Heather Anne Carson Heather is the President and Co-Founder of Onboardly. The ultimate ‘people person’ and feisty redhead, Heather’s focus is on cultivating relationships between brands and influencers and translating client goals into actionable campaigns through PR and influencer marketing. Dedicated to client success, Heather pours passion and insight into every client project, inspiring her team to deliver exceptional results. Her leadership philosophy is simple: inspire the people around you and anything becomes possible. She believes that results are all about hard work and genuine relationships. As a result, she’s helped Onboardly’s clients secure coverage in publications like Inc, Entrepreneur, New York Times Magazine, Forbes, The NextWeb, TechCrunch, PandoDaily, TechCocktail, Mashable and many more. Examples of his representative work include: • Acting as counsel to a major secured creditor in a multiparty application for a Court Appointed Receiver and subsequent related CCAA and Bankruptcy and Insolvency matters; • Acting as counsel to a major secured creditor, Receiver and Trustee in Bankruptcy, with respect to a multi-million dollar fraud and recovery of assets in Canada and the United States; • Acting as counsel in many matters in prosecuting applications for Receiving Orders under the Bankruptcy and Insolvency Act; • Acting as counsel to Trustees in Bankruptcy in several contested matters; and • Acting as counsel in New Brunswick and Ontario for a secured creditor in the insolvency of a nationwide sales agency. Thomas McCallum, FCGA, CBV Thomas has practised in the tax discipline since 1967. He is currently based in Ontario and restricts his practice to business valuation and income tax consulting. He has conducted approximately fifteen hundred seminars throughout Canada, Barbados, and the United States. Tom was the coordinator of CGA Magazine’s monthly “Tax Strategy” column since its inception in 1989, has authored several online courses and articles which can be found on the CGA PD Net, and was the principal author of CGA-Canada’s Business Valuation Guideline. Active in the Certified General Accountants Association, Tom is a past president of CGA Ontario. 24 PRESENTERS SEMINARS Jon Tattrie Karine Benzacar, MBA, CMA, FCMA, CPA Jon is an award-winning journalist and author with a wide range of writing experience. He has won three Atlantic Journalism Awards (silver) for feature writing. He writes for Reader’s Digest, Canadian Geographic, Saltscapes, the Chronicle Herald, Progress Magazine and many others. He has worked as an editor for the Edinburgh Evening News, the Scotsman, the Halifax Daily News, Transcontinental Media and CBC.ca. As an author, Jon has written two best-selling Atlantic Canadian books: Black Snow and The Hermit of Africville. His latest book, Cornwallis: The Violent Birth of Halifax, was released in May 2013. His writing has seen him sweating in a Mi’kmaq lodge, sailing a Tall Ship, caving, skydiving, exploring nuclear bunkers and spending Christmas at the airport in a live art project. Jon’s writing has been covered by the Globe & Mail, CBC News Network, CBC Radio, CTV, the Chronicle Herald and Metro. He is expert in what it takes to gather information from several sources and write concise, accurate pieces to meet tight deadlines. Jon has an honours degree in social anthropology from Dalhousie University and a diploma in journalism from Telford College, Edinburgh, U.K. Karine is Managing Director of Knowledge Plus Corp., an organization which specializes both in business training and in providing financial, accounting, and management information services. As a professional accountant, certified both in Canada and in the U.S., Karine’s practice has involved organizations all across North America. Her clients include many companies - large companies, such as the Bank of Nova Scotia, Magna, and IBM, start-up firms and the public sector, such as various departments of the Government of Canada. Karine is a seasoned industry professional with over 20 years’ experience. Her career has spanned many areas including budgeting, accounting, finance, project management, re-engineering, and strategic management. She is fluently bilingual in English and French. In addition to her industry experience, Karine has been teaching undergraduate, MBA, and Masters of Finance courses at several leading universities which include University of Toronto, Queens University, Concordia University, and Ryerson University. She is a highly acclaimed industry expert, has presented at national industry conferences, and has been facilitating Strategic Leadership seminars for the Society of Management Accountants for the past 15 years. Kaitlyn Angus, LLB Kaitlyn is an Associate in the McInnes Cooper Charlottetown office. As a member of the McInnes Cooper Tax Group, she works closely with the tax members across Atlantic Canada. To advance her knowledge in tax, Kaitlyn is in the process of completing the In-Depth Tax Course through the Chartered Professional Accountants. Kaitlyn also practices in the general areas of property and real estate transactions, wills and estates planning and corporate and business law. Kaitlyn received her law degree from the University of New Brunswick (2011). She also holds a Bachelor of Business degree from the University of New Brunswick (2008) majoring in Accounting with a minor in Economics. During her years at the University of New Brunswick she received several scholarships and an outstanding achievement award from the Economics Department. 25 Marc Léger, M.Fisc Marc is an experienced tax manager in Business Tax Advisory Services with Ernst & Young LLP. He holds an undergraduate degree in business administration (BBA) from the Université de Moncton and a Masters in Taxation (M.Fisc.) from the Université de Sherbrooke. Marc specializes in Canadian corporate income tax planning. He works with clients in a variety of industries on corporate reorganizations, business succession planning and trust planning. Marc is also involved in various areas such as owner-manager remuneration planning and real estate/ creditor proofing strategies. Marc has offered seminars to various organizations including the NBICA, Moncton CGA chapter, the Registered Public Accountants Association (Atlantic Chapter) and the annual Canadian Tax Foundation’s Atlantic Tax Seminar at Saint Mary’s University. Marc contributed various tax related articles to the Tax for the Owner-Manager newsletter published by the Canadian Tax Foundation and to the Greater Moncton Chamber of Commerce’s Chamber Vision magazine. He is a part time lecturer at the Business Faculty of the Université de Moncton, having taught various undergraduate and graduate level courses in the field of taxation over the past ten years. PRESENTERS Maurice Chiasson, QC Paul Kearley Maurice is a partner in the Halifax office of Stewart McKelvey. His practice focuses on corporate transactions, corporate financing, insolvency and commodity taxes. Maurice is a member of the Nova Scotia Barristers’ Society (member of the Society’s Finance Committee), the Canadian Bar Association (former chair of the Nova Scotia Bankruptcy and Insolvency Section), the Canadian Tax Foundation, the GST-HST Leaders’ Forum and the Canadian Insolvency Foundation. Maurice is a member of the Board of Directors of the Halifax Comedy Festival Society, the Dianna Thornton Education Fund Incorporated and the Dalhousie Alumni Association. He is listed in Best Lawyers in Canada for Banking and Finance, Insolvency and Financial Restructuring and Tax Law and in Lexpert for Corporate Mid-market. Paul Kearley is a successful salesperson, speaker and manager, author of over 350 articles and 3 e-books. Paul Kearley has coached many thousands of people since his start in the personal and business development business in 1985. From premiers of provinces to CEO’s, or from salespeople to students, Paul has assisted them all to create alignment, build confidence, improve human relations, deal effectively with stress, amplify sales and strengthen attitudes. Paul is a Business coach for Dale Carnegie Business Group. He has worked with numerous companies and organizations from developing greater sales effectiveness with Jacques Whitford Engineering (now Stantec) to creating an environment where everyone sells, as he did with PEI Credit Unions, to making change stick with The Municipality for the County of Richmond and coaching JD Irving’s I.T. team to present more convincingly and with power. Michel Noël, CA, CFP Michel joined Owens MacFadyen Group, a wealth management firm, in October 2012 after a career of more than 20 years in the accounting industry, 14 of which were spent as a tax specialist. He provided tax advice primarily to professionals and business owner-managers on various topics, including purchase/sale of business, estate planning, corporate reorganization, compensation strategy, family trust, etc. He is a member of the Canadian Tax Foundation. He serves on the Board of Directors of the Conseil Économique du Nouveau-Brunswick. Michel holds a Bachelor in Business Administration from the Université de Moncton and a license in accounting from the Université Laval. Natalie Woodbury, LLB, TEP Natalie is the Nova Scotia Private Market Leader-Tax Services at Ernst & Young LLP. She provides corporate and personal tax advice primarily to owner managers, private companies and their shareholders, including advice in the areas of corporate reorganizations, asset protection, business succession planning and estate planning. Prior to joining Ernst & Young, she practised in the areas of tax law, corporate/commercial law and estate planning at a mid-sized Halifax law firm. Natalie graduated from Saint Mary’s University in 1993 with a BComm, Major in Accounting, and from Dalhousie Law School with an LLB in 1996. She was called to the NS Bar in 1997. Peter Robustelli Peter Robustelli is an Executive Coach of Juran Global. Mr. Robustelli possesses over 25 years of diverse experience as a Key Executive in Process and Business Improvement, Consulting, Project Management, Client Management and Business Development. He is an effective, seasoned, hands-on executive who solves business problems and improves operating performance and profitability by integrating organizations, driving process improvement through statistical variation control, and restructuring organizations. His expertise crosses various industries, including, manufacturing, utilities, government services and transactional settings. He specializes in large complex deployments in a variety of private and public sectors. His primary areas of experience are Executive Leadership, Engagement Management, Change Management, Six Sigma, Lean, Business Process Management, Business Development, Evaluation and Assessment and Service Operations Management. With a proven track record in senior managementlevel positions, Mr. Robustelli has coached executives and consulted deployment champions. He has a long and successful record in delivering measurable results within growth-oriented organizations. He has a strong ability to think strategically and translate thoughts into clear and actionable plans. 26 PRESENTERS SEMINARS Pierre Battah, BBA, MBA, CHRP, CMC Robert MacKeigan, QC Pierre is a management consultant specializing in leadership, management and human resource management. He is a seasoned presenter and trainer having presented to countless groups on themes related to leadership, human resources and management; as well, as a host of other workplace related themes. He currently trains and facilitates on behalf of Learnsphere Canada, the Atlantic Leadership Development Institute, l’Université de Moncton’s Education Permanente, UNB’s College of Extended Learning and a host of public and private sector employers. He has been advising organizations large and small since 1996 and since that time has acted as a trusted advisor to business, government, not for profits and individuals. He was recently chosen to attend “The Art and Practice of Leadership Development”, an executive development event at Harvard University’s Kennedy School, with a select group of participants from around the world. Fluently bilingual and an accomplished public speaker, he can be heard at various national, regional and local conferences and on both CBC Radio One and on Radio Canada Acadie, as a columnist on business and workplace issues. He is a committed community volunteer and also leads Trio Carte Blanche, a light jazz ensemble heard and seen at various community, fund raising and private functions and events. Robert is an experienced corporate and commercial lawyer with an emphasis on banking, insolvency law and financial restructuring. Robert balances a busy practice with a healthy dose of volunteer work. He is Chair of the Law Foundation of Nova Scotia, past president of the Nova Scotia Barristers’ Society, past chair of the Canadian Bar Association (NS) and a Fellow of the Insolvency Institute of Canada. Robert was the 2011 recipient of the Nova Scotia Barristers’ Society Distinguished Service Award. Robert has appeared in the courts of Nova Scotia, Ontario and Quebec on insolvency and restructuring cases. He has acted for secured creditors, trustees, monitors and debtors on a number of major receiverships, proposals and CCAA arrangements throughout Atlantic Canada. Robert has organized programs, written, lectured and participated on panels for various organizations including the Canadian Association of Insolvency and Restructuring Professionals (CAIRP), Canadian Bar Association, Nova Scotia Continuing Legal Education and the Law Society of New Brunswick, as well as Dalhousie, St. Mary’s and Queen’s Universities. Robert is recognized as a leading practitioner by Lexpert and Best Lawyers in Canada in a number of areas including banking and finance, corporate law, and insolvency and financial restructuring. Pierre Cormier, CA, CFP Sacha D. Morisset is a partner with the law firm of Stewart McKelvey. He holds Bachelor’s degrees in Psychology and in Law, both from the Université de Moncton and was called to the New Brunswick Bar in 2001. Since that time, his practice has been primarily focused on advising and representing employers in all labour and employment matters including, discipline and terminations, workplace health and safety issues and human rights issues. Mr. Morisset teaches employment law courses as part of the Human Resources Management Program at the Dieppe Community college and has taught labour law at the Law Faculty of the Université de Moncton. Fluently bilingual, Mr. Morisset speaks regularly on labour, employment and administrative law issues at various conferences and regularly contributes to his firm’s newsletter on labour and employment legal issues for employers, the Atlantic Employers’ Counsel. Mr. Morisset is a Provincial Director of the Canadian Association of Counsel to Employers and is the past President of l’Association des juristes d’expression française du Nouveau-Brunswick. Pierre is an associate partner with the Dieppe office of Ernst & Young. He has over 30 years’ experience as a Chartered Accountant providing business, income tax and commodity tax advice to corporations, non-profit organizations, municipalities, charities and individuals. He is a past council member of the New Brunswick Institute of Chartered Accountants and a past President of the Dieppe Rotary Club. 27 Sacha Morisset, LLB PRESENTERS Samuel Saintonge Stella Penner, CA, MBA, FCGA Samuel is a dynamic public speaker and trusted advisor to some of the hottest start-ups and well established companies in North America. Samuel helps industry leaders formulate successful management and communication strategies. He became a founding employee and shareholder for what would become one of Canada’s fastest growing companies. At an early stage in his executive career Samuel was charged with team goal setting, internal communication strategies, forecasting futures sales, profit/loss of department, recruitment and supervisory responsibility within his department. Through the positions he has held, both for private and publicly traded companies, he has amassed extensive knowledge and hands on experience in coaching and mentoring a work force. He has literally mentored, coached and/or trained thousands of individuals in Canada and the US. He is the founder of Xehqt Knowledge Inc, (pronounced Execute), founder and major shareholder of a number of App based ‘business to client’ software companies. In 2012, Xehqt Knowledge formed a partnership agreement with VidCruiter which is now one of North America’s fastest growing HR Tech firms. Success for Samuel is based on getting immediate results, because senior executives know the bottom-line value of top-performing workers. Samuel brings proactive approaches to Networking—all of which are crucial to reaching the key decision makers and getting to a “yes.” He is able to provide networking strategies that create measurable results. Samuel is fluent in English, Spanish and French. Stella is a partner with the accounting firm of Calvista LLP. She has a strong background in accounting and auditing, having previously spent many years in public practice with a national firm of chartered accountants and its predecessor firms. Most of Stella’s practice has focussed on assurance services for not for profits and private enterprises. Stella is a former Director of Practice Review for CGA-Alberta, currently serves on their Practice Review Committee, and has taught accounting, audit and finance courses at colleges and Universities in Alberta. Stella qualified as a CGA in 1984, as a CA in 1988, was awarded a Fellowship by CGA Canada in 2002 and a life membership by CGA Alberta in 2012. Stella has contributed to the community by serving on a number of non-profit boards including, among others, a term as president of the John Howard Society of Alberta, treasurer of Edmonton Big Sisters and Big Brothers, board member and appeal board chair with the federal Farm Debt Review Board, and as a volunteer governance instructor with the Alberta Board Development Program. Stella has instructed seminars and workshops in the subject areas of practice management, audit, accounting, review and compilations, and working paper preparation for CGA Alberta since 1991. Sophie Bureau Sophie is an associate partner with Fauteux Bruno Bussière Lee Warden. She is an experienced and skilful team leader, with significant strengths in managing people under demanding professional circumstances and has extensive accounting standards expertise, in particular regarding International Financial Reporting Standards (IFRS) and Accounting Standards for Private Enterprises (ASPE). Sophie is an active member of the Ordre des comptables professionnels agréés du Québec (OCPAQ)’s Technical Working Group on ASPE and Technical Working Group on IFRS. She provides expert advice in consultations with assurance practitioners and clients operating in a variety of industries regarding the application of accounting standards in specific contexts (financial instruments, business combinations, depreciation, etc.). Stephen Priddle, CPA, CA, CMA Stephen is the President and founder of Practical PD, Seminars for Accountants, as well as Vice-President Finance and Corporate Secretary of the SureWx group of companies. An engaging and experienced speaker, Stephen weaves practical tips together with stories from his work and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic seminars, based on years of corporate experience. Stephen has worked in business for nearly 30 years. After working with KPMG for five years, he moved into industry. He has held financial leadership positions in both public and private companies, some larger, some smaller, both very successful and less successful, in several different industries. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Stephen is also a prolific author. His published business, accounting and finance cases are used by organizations across Canada. Stephen sits on the Board of Advisors of Valydate Inc. and advises a number of businesses and not for profit organizations. 28 PRESENTERS SEMINARS Stephen Hutchison Thomas Mengel, PhD, PMP “The surest way not to fail is to determine to succeed.” – Richard Brinsley Sheridan With over 25 years’ experience as a commercial litigation and insolvency specialist, Steve follows a consistent and successful approach to every case: be totally prepared and deliver results. Known for intense preparation and exceptional courtroom skills, Steve has built his reputation on consistent wins in difficult and complex cases. Steve has acted as legal counsel to various stakeholders in numerous insolvency proceedings under both the Companies’ Creditors Arrangement Act and the Bankruptcy and Insolvency Act. He has worked with a diverse group of clients in finding solutions to challenging situations and when required, delivering successful results in Court. Some examples of the services Steve has performed for his clients include: • Acting as counsel to CCAA applicants in the food services industry in the leading case confirming that proceedings under Part III of the BIA may be taken up and continued under the CCAA. • Acting as counsel to a global leader in the manufacture and supply of equipment in appointing an Interim Receiver under the BIA over a multi-province dealer network. • Acted as counsel to a Canadian mining company and successfully defending their interest in mining properties in CCAA proceedings, negotiating the sale of such interest and obtaining a vesting order from the CCAA Court. Thomas has been teaching in the field of leadership for more than 30 years. He holds academic degrees in theology, adult education (minor in psychology), history, and computer science (minor in education and business administration). Before joining academia full-time in 2005, Thomas has held various project management and leadership positions and worked as an entrepreneur and consultant in different European and North American organizational contexts. His major focus in research, teaching and his professional and entrepreneurial practice is on the significance of motivation, values, and meaning in the context of project management, leadership, and leadership education. He is particularly interested in understanding and supporting personal and professional growth as well as leadership development. Terry Isles, CGA Terry Isles, is a principal of WBLI in the Dartmouth office. He practices in assurance and advisory services at WBLI with a wide variety of owner-managed clients. With an information technology background, Terry has significant experience helping clients resolve their accounting and reporting needs. He was worked with a variety of industries including manufacturers, wholesalers, retailers, construction, professionals, and not-for-profit organization. He is actively involved with the firm's IT management and marketing committees. Terry is the only authorized trainer of CaseWare products in Atlantic Canada, our industry’s leading assurance and financial reporting solution. 29 Todd King, CA, CPA Todd graduated from St. Mary’s University in 1994 and received his Chartered Accountant designation in 1996 while working with a national firm in Halifax, Nova Scotia. Since 2001, he has held the U.S. Certified Public Accountant (CPA) designation. During his 18 years at a national firm, Todd held a number of leadership positions locally, regionally and nationally. Todd is a tax partner with Collins Barrow Nova Scotia. Todd specializes in Canadian and US tax and estate planning and is a frequent lecturer on these topics. Ward Blatch, CA Ward 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 in Canada, providing training, support, and network evaluations. Co rece REGISTRATION FORM Name: CPA Student, ID # ___________________ Other Method of Payment: Cheque: (Please make payable to: CPA New Brunswick Conference) Credit Card: MasterCard Visa Amex Address: Name on card: Card N°: Postal Code: Expiry Date: Email (required): Signature: A - SESSIONS *presented in : (E) English or (F) French Tuesday, October 14 Time Credit Hrs Price Breakfast Leading Change (F) From Know-how to Know-why - Intro to Values- Orientated Leadership (E) Financial Statement Analysis (E) Cloud Computing for Accountants (E) 7:15 am — 8:15 am 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8 8 8 8 Free $400 $400 $400 $400 Efficient & Effective Review of Working Papers - Audit, Review & Compilation Engagements (E) 8:30 am — 4:30 pm 8 $400 HST/GST - Refresher for Professionals (E) Taxation of Family Trust (E) Lunch 8:30 am — 12:00 pm 1:00 pm – 4:30 pm 12:00 pm – 1:00 pm 4 4 $200 $200 Free Wednesday, October 15th Breakfast Coaching Skills for Management & Supervisors (F) Trusts and Estates - Taxation in the Death and Testament Planning (F) Practical Tips for Controllers & CFOs (E) Advanced Tax Planning & Strategies (E) Public Speaking - Speaking with Purpose, Authority and Effect (E) Email Efficiency - Writing for a Wired World (E) Employment Law for Non-HR Professionals (E) Provincial Law (E) Basic CaseWare/CaseView (E) Advanced CaseWare/CaseView (E) Lunch Thursday, October 16th Breakfast Retirement's Current Reality (F) Networking for Success (F) Leading Change (E) Money Belt/Lean Six Sigma (E) Excludes Registration Savings Valuation in Corporate Finance (E) Insolvency & Restructuring (E) Advanced Navigating & Resolving Tax Issues (E) Writing with Confidence for Professionals (E) Non-Profit Organizations and Registered Charities: Accounting, Auditing & Taxation Issues (E) Lunch Friday, October 17th B - Social Events th Breakfast Exceptional Board Governance (F) Presentation of Financial Statements - Advanced (F) Intro to U.S. Tax (E) Project Management 101 (E) Retirement Planning (E) IFRS Update 2014 (E) Networking for Success (E) Social Media (E) Exceptional Board Governance (E) Lunch 7:15 am — 8:15 am 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 8:30 am — 12:00 pm Self-Study 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 12:00 pm – 1:00 pm 4 4 8 8 4 4 4 4 4 Free $200 $200 $400 $400 $200 $200 $200 $200 $200 $200 Free 7:15 am — 8:15 am 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 12:00 pm 1:00 am — 4:30 pm 8:30 am — 12:00 pm 4 4 8 8 8 4 4 4 Free $200 $200 $400 $500 $400 $200 $200 $200 1:00 pm — 4:30 pm 4 $200 12:00 pm – 1:00 pm 7:15 am — 8:15 am 8:30 am — 12:00 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 4:30 pm 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 8:30 am — 12:00 pm 1:00 pm — 4:30 pm 1:00 pm — 4:30 pm 12:00 pm – 1:00 pm Free 4 8 8 8 4 4 4 4 4 Free $200 $400 $400 $400 $200 $200 $200 $200 $200 Free Completed registration form(s) and payment should be forwarded to CPA New Brunswick office for receipt on or before October 8, 2014. Mail to: CPA New Brunswick Conference, 602-860 Main Street, Moncton, NB E1C 1G2 Fax: (506) 830-3310 Email: [email protected] 1st Annual Conference Welcoming Reception YES NO Attend 5 - 7 Pro Event Attend YES NO CGA Convocation Gala Price $80 per participant Attend YES NO # of Guests: Allergies: SEPARATE REGISTRATION FORM REQUIRED FOR EACH PARTICIPANT ATTENDING SESSIONS - Register for breakfast and lunch if attending. REGISTRATION SAVINGS: CONFERENCE PASSPORT Participants can benefit with significant savings on standard registration fees when selecting the Conference Passport option. This option offers you 4 full-day sessions of your choice for the price of $1,400. (Book early as some sessions have limited seating capacities). *Passport excludes Money Belt/Lean Six Sigma EARLY REGISTRATION - Register and pay for the conference by Friday, September 12th to receive a 20% discount. *Important: Registration fee for the Money Belt/Lean Six Sigma session exclusively is $500 and the early registration discount does not apply. Early registration applies to conference passport also. HST #128110244 Sub Total ( A+B) Discount 20% Net Total Add HST Total Conference Sponsors Bronze Slilver Gold Platinum Special thanks to the organizations who supported our 2014 conference JDI FINANCE
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