1. business and industrial
2. business operations
3. business plans

CPA ONTARIO’S
FALL CONFERENCE
NOVEMBER 6-7, 2014
WESTIN HARBOUR CASTLE HOTEL AND CONVENTION CENTRE
pd.CPAontario.ca
CPA ONTARIO’S
FALL CONFERENCE
CPA Ontario’s Fall
Conference is designed
to appeal to a broad
demographic of CPAs, their
colleagues, and students
in the CPA program —
from a variety of different
positions — with a focus on
professional development
and networking for finance
and accounting professionals.
Thursday,
November 6, 2014
6 a.m.
MORNING FITNESS WALK/RUN
Sponsors: ENT LLP and Debra J. Taylor, FCPA, FCGA
Join your fellow CPAs and begin the day with a
healthy start! The morning fitness program — with
both walking and running options available —
departs from the main lobby of the Westin
Harbour Castle Hotel.
7 a.m.
REGISTRATION AND COFFEE WITH EXHIBITORS
Delegate Kits Sponsor: TD Insurance Meloche Monnex
Lanyard Sponsor: Lannick
Notebook: Wires Jolley LLP
Session Material Sponsor: Wolters Kluwer
Bag Insert Sponsor: Jazzit Accoutants Templates
8 a.m.
OPENING CEREMONIES WITH KEYNOTE SESSION
LEADERSHIP AND TEAMWORK
Speaker: Boris Brott
During his engaging and interactive 45-minute
presentation, internationally-recognized Canadian
conductor Boris Brott draws analogies between
performances in an orchestra and performance in
business; the need for creativity within a framework;
the two-stage process of musical creation and
performance; the joy of communication; and
the achievement of success. Previous audiences
and corporate executives have found it to be a
memorable and unique presentation.
10 a.m.
REFRESHMENT BREAK
Sponsor: Thomson Reuters
CPA Ontario’s Fall Conference
CPA ONTARIO’S
FALL CONFERENCE
10:15 a.m.
CONCURRENT SESSIONS
DISPELLING MYTHS ABOUT FRAUD
Speaker: Pamela Murphy
FROM STRATEGIC VISION
TO STRATEGIC OUTCOMES
Speaker: Shawn Casemore
Pamela Murphy has extensively researched fraud,
including why, and in what circumstances, people
commit it. Her research methodology includes not
only laboratory experiments and surveys, but also
interviews with prisoners serving a sentence for
committing fraud. Pamela’s research findings will
challenge your view of fraud and those who
commit it.
A vision with no action is simply wishful thinking.
We’ve all seen the research that supports how
most business strategies fail in execution and for
those who have been part of a strategy formulation
session, these statistics will likely come as no
surprise. The question that remains, however, is why?
Join speaker Shawn Casemore for this interactive
discussion on how to transition from a strategic
vision to a strategic outcome, drawing upon client
experiences and some of the top performing
organizations in the world.
HOW TO BE A CONFIDENT CHANGE AGENT
Speaker: Paul Juniper
What is different and what is the same about
managing, leading and designing change? Speaker
Paul Juniper explores this question and other issues
in change management throughout this engaging
seminar. He will also cover how to prepare an
organization and yourself for change, where
change can go wrong and what you can do about
it, and how to create a resilient organization.
UNDERSTANDING THE FEES YOU
PAY TO FINANCIAL ADVISORS
Speaker: Kurt Rosentreter, CPA, CA
Join national best-selling author Kurt Rosentreter,
CPA, CA for a thorough discussion about investment
fees, investment commissions, financial planning fees,
insurance commissions, account fees and learn all the
different types of expenses you may pay when you
engage a financial advisor or when you buy financial
products in Canada. Kurt will walk you through all the
different types of fees, provide guidance on what are
fair fees and more.
CPA Ontario’s Fall Conference
12:15 p.m.
NETWORKING BUFFET LUNCHEON
Join your colleagues for a hot and cold buffet
luncheon, networking opportunities and casual
conversation about your morning sessions.
Afterward, take some time to explore product
offerings from our exhibitors.
1:15 p.m.
CONCURRENT SESSIONS
NOT-FOR-PROFIT UPDATE
Speaker: Glen Schmidt, FCPA, FCGA
This seminar provides an overview of the accounting
standards for non-government controlled Not-forProfit Organizations (NFPOs) under Part III of the
CPA Canada Handbook. In addition to the current
standards, you will also review the Improvements
to the Not-for-Profit Standards project and the
original 15 proposed principles, and touch on the
modernization of both provincial and federal
Not-for-Profit legislation.
EMPLOYMENT LAW UPDATE
Speaker: Jordan Rodney
Every organization has likely hired and/or terminated
an employee, dealt with a difficult employee relations
issue, implemented workplace changes, and offered
some type of legal compliance training to its staff.
HR expert and employment lawyer Jordan Rodney
understands the importance of assessing your
organization from the inside out, using a practical
legal perspective. Learn how to be a confident leader
when dealing with and anticipating legal issues in
today’s complex work environment.
CPA ONTARIO’S
FALL CONFERENCE
ESTATE PLANNING PUZZLE
Speaker: Jane Blaufus
IDEALIZE AND CAPITALIZE ON INNOVATION
Speaker: Shawn Casemore
Are you aware that there are eight times the number
of foreclosures due to the homeowner suffering a
critical illness, as opposed to the homeowner dying?
When it comes to estate planning, there are many
different pieces that must fit and work together
in order to be able to ‘complete the puzzle’. Join
bestselling author Jane Blaufus to learn how to put
the puzzle together.
Are you considering introducing a program to
capitalize and realize outcomes from innovation?
For innovation to be effective, organizations must
find new and more agile approaches to identifying
and capitalizing on innovation, finding solutions
and opportunities rapidly in order to overcome
their greatest challenges and capitalize on
substantiated opportunities. Join Shawn Casemore
for an intriguing seminar introducing the Innovation
Performance Model (IPM) and much more.
MINDFUL THINKING
Speaker: Julian Chapman
We are what we think. Our thinking leads to our
actions which lead to our results. But, if we are not
mindful of our thinking — if we unconsciously go
directly to “do” — each time we set out to achieve
a goal, we are doomed to misspend efforts along
the way, perhaps never even getting started. Learn
how you can harness and focus your thinking, work
through fear and risk, and take control of getting
results.
2:15 p.m.
REFRESHMENT BREAK
Take this opportunity to visit our conference exhibitors.
3 p.m.
CONCURRENT SESSIONS
UPDATE OF ACCOUNTING STANDARDS
FOR PRIVATE ENTERPRISES
Speaker: Shari Mann, CPA, CA
Canadian Accounting Standards for Private
Enterprises (ASPE) are being applied by the majority
of Canadian private enterprises preparing GAAP
financial statements. Speaker Shari Mann, CPA, CA
will review some of the significant changes ASPE has
undergone since its introduction as well as proposed
changes. Some of the common questions regarding
the application of ASPE will also be reviewed.
CPA Ontario’s Fall Conference
WHAT’S MISSING FROM YOUR LEADERSHIP
DEVELOPMENT... FOLLOWERSHIP!
Speaker: Samantha Hurwitz, CPA, CMA
What is the number one reason new executives
fail? Why is two-way communication only half the
story? What crucial ability underpins employee
effectiveness? How can executives develop this
ability? What can you do to significantly improve
your leadership performance right now? The
answer is followership. In this thought-provoking
seminar, Samantha Hurwitz, CPA, CMA will explore
the role of followership in leadership, its role in
organizational success, its role in personal success
and how followership is critical to role clarity and
engagement.
RECRUITING, HIRING AND
MANAGING EMPLOYEES
Speaker: Gena Griffin
For any company or department to be successful,
it must have a highly skilled team — and finding
and keeping these employees can be challenging.
This presentation offers advice on maximizing your
recruitment process, tips on evaluating applicants,
advice on finalizing your hiring decision, and useful
techniques for motivating and managing your
employees.
CPA ONTARIO’S
FALL CONFERENCE
7 to 11 p.m.
ENJOY A NIGHT AT THE BALLROOM
SPORTS & BOWL AND ROCK ‘N’ ROLL
End a full day of learning with a buffet-style dinner at
The Ballroom Sports & Bowl and Rock ‘N’ Roll. Enjoy
some games, some great food!
Check it out at: www.theballroom.ca
Transportation to The Ballroom Sports & Bowl is
available. Please let us know if you will be attending.
Friday,
November 7, 2014
6 a.m.
MORNING FITNESS WALK/RUN
Sponsors: ENT LLP and Debra J. Taylor, FCPA, FCGA
Join your fellow CPAs and begin the day with a
healthy start! The morning fitness program — with
both walking and running options available —
departs from the main lobby of the Westin Harbour
Castle Hotel.
7 a.m.
REGISTRATION AND COFFEE WITH EXHIBITORS
8 a.m.
CONCURRENT SESSIONS
CRITICAL CONVERSATIONS
Speaker: Rene Bertrand
Critical Conversations gives you a virtual tool box
of skills for creating alignment and agreement
by fostering open dialogue around high-stakes,
emotional, or risky topics by learning how to speak
and be heard and encouraging others to do the
same — at all levels of your organization. With the
ability to turn every conversation into an opportunity
to deepen the relationship, you’ll begin to gather
the best ideas, make the highest-quality decisions,
and then act on your decisions with unity and
commitment.
CPA Ontario’s Fall Conference
GST/HST UPDATE
Speaker: Diane Gaudon, FCPA, FCGA
Since the 1991 implementation of the GST, many of
the GST/HST rules continue to be misunderstood
and innocently overlooked by businesses and
accountants. In this session, Diane Gaudon, FCPA,
FCGA will provide a GST/HST update of proposed
changes because of the 2014 federal and provincial
spring budgets. Then she will focus on common
GST/HST exposures discovered by auditors
every day during audits of businesses of all sizes.
Attendees will receive practical tips on what auditors
look for and how to avoid common sales tax errors.
TECHNOLOGY UPDATE
Speaker: Alan Salmon
What are the most effective technologies, which
ones are strategic, and which ones are toys? This
update on technology will guide your thinking in
this year and beyond. Learn the latest hardware,
software and techniques to improve productivity
using technology. Regardless of your position, this
update on “all things tech” will help you to capitalize
on trends in 2014 and beyond.
SO YOU WANT TO BE A TREASURER
OF A NON-PROFIT BOARD?
Speaker: Betty Ferreira, CPA, CMA
This informative two-hour session will provide tips
to new non-profit treasurer’s on non-profit finance,
and how it differs from for-profit finance, an overview
of the treasurer and finance committee role and
responsibility and methods to engage your board in
integrating strategy with finance.
10 a.m.
REFRESHMENT BREAK
CPA ONTARIO’S
FALL CONFERENCE
10:30 a.m.
CONCURRENT SESSIONS
TAX UPDATE
Speaker: Glen Schmidt, FCPA, FCGA
TRANSFORM YOUR REGULAR ANALYSIS AND
REPORTING AND REDUCE THE TIME SPENT
FROM DAYS TO MINUTES
Speakers: Simon Lindley and Elaine Chong
It’s time for a tax update. Whether you’re a
professional practitioner, controller or vice-president,
Glen Schmidt, FCPA, FCGA, will provide relevant
updates from the 2014 Federal Budget and Ontario
Budget as well as current audit issues, including the
principle residence exemption and personal service
businesses and review some interesting cases.
Attend this seminar and witness what you would not
have imagined possible in Excel, and it is not about
more complicated functions. The simplicity of i3BAR
methodology, combined with simple functions, are
highly powerful in creating any models for business
needs. Thousands of accountants and controllers
worldwide have successfully applied i3BAR
techniques at work to provide fresh perspectives on
business challenges and opportunities, saving
or earning their organizations millions of dollars.
Simon Lindley is a member of the Institute of the
Chartered Accountants in England and Wales
and Elaine Chong is a member of the Institute of
Singapore Chartered Accountants.
ENGAGING YOUR PEOPLE
Speaker: Peter Taylor
With limited human resources, it is essential that
leaders do whatever they can to engage their
employees. In this presentation, Peter will provide a
framework of the most important communications
steps to take in order to attract, engage and build
relationships to retain competent employees. These
will include clarifying expectations and providing
feedback and feedforward about individual’s efforts.
PROJECT LESSONS FROM THE GREAT ESCAPE
Speaker: Mark Kozak-Holland
The Great Escape from the prison camp Stalag Luft
III is widely regarded as one of the most audacious
and daring escape attempts of the 20th century. But
as an event in March 1944, set in dire circumstances,
what actually happened? This presentation analyzes
how the escape was planned and executed as a
project. You will learn how the lessons learned from
the Great Escape can be applied to projects today.
Speaker Mark Kozak-Holland juxtaposes the Great
Escape story and modern projects in this fascinating
presentation.
CPA Ontario’s Fall Conference
Noon
LUNCH AND MOTIVATIONAL SPEAKER
Sponsored by: Robert Half Canada
Speaker: James Cunningham, host of Food
Network’s Eat St.
For five exciting seasons, James Cunningham has
been the host of Food Network Canada’s hit show
Eat St. But behind the fun and frolic of the TV show
is one of the riskiest and most logistically challenging
businesses to run. Balancing food preparation,
supplies, repairs, social media marketing and staffing,
food truck owners have become some of the most
creative problem solvers in commerce. This highly
entertaining and uniquely informative presentation
will have you laughing while learning important
aspects of risk management in a business venture.
1:45 p.m.
CONCURRENT SESSIONS
IT UPDATE
Speaker: Eugene Roman, CPA, CMA
Digital disruption is accelerating as new cloud and
mobile apps dominate the business ecosystems.
The role of IT is rapidly changing to cybernetics. In
this session, speaker Eugene Roman, CPA, CMA will
explore ‘what comes next’ with regards to business
technology over the next one to five years.
CPA ONTARIO’S
FALL CONFERENCE
CREATIVE DESTRUCTION – APPLYING LEAN SIX
SIGMA PRINCIPLES TO CHALLENGE THE STATUS
QUO AND CATALYZE PROCESS INNOVATION IN
YOUR FIRM
Speaker: Paul Snowdon
3 p.m.
REFRESHMENT BREAK
Join Lean Six Sigma Master Black Belt Paul Snowdon
for an hour of spirited dialogue that will challenge
your thinking about what your organization does,
how it does it and what you can do to improve it.
Paul will highlight key Lean Six Sigma principles
to help you challenge the status quo in your
organization, create opportunities to add more value
and focus the creativity of your people on solving
the most pressing problems of your firm.
Join us for a lively panel discussion on the current
business issues facing CPAs and gain insight from
professionals who can share their knowledge and
experience.
THE BEST TIME SAVING STRATEGIES
FOR GETTING HEALTHY AND FIT
Speaker: Brendan Fox
We live in a busy world that leaves us little time
to eat properly or exercise. Speaker Brendan Fox
has worked over 18,000 hours helping busy people
get fit. He’ll share with you all the best time-saving
strategies to get maximal results with minimal time
and resources. Have you been too busy to keep your
health and fitness up? If so, this is the talk for you!
AT THE TOP OF YOUR VOICE
Speaker: Adrian Lucas
Your voice — its sound and tone — is a
significant part of the impression you make when
communicating. Yet few of us understand our voice
and how best to use it. Discover your untapped
power and influence in this lively and interactive
session. Voice expert Adrian Lucas will help you
explore your first and most useful communication
device — your voice. Learn ways to better connect
with your audience and overcome the fear of public
speaking.
CPA Ontario’s Fall Conference
3:15 p.m.
PANEL DISCUSSION: TODAY’S ISSUES FACING CPAs
CPA ONTARIO’S
FALL CONFERENCE
GENERAL
INFORMATION
CONFERENCE CHECK-IN DESK HOURS
Thursday: 7 a.m. to 5 p.m.
Friday: 7 a.m. to 5 p.m.
CONTINUING PROFESSIONAL
DEVELOPMENT HOURS
Conference professional development sessions
are accounted on a per hour basis.
OFFICIAL CONFERENCE HOTEL
CPA Ontario’s conference base is the Westin Harbour
Castle Hotel, Toronto (which is connected
to the Westin Harbour Castle Conference Centre).
The special conference room rate is $245, per
night, single or double (a third person sharing is an
additional $30, plus applicable taxes). Delegates are
responsible for making their own hotel reservations.
When contacting the hotel, please indicate that you
are attending CPA Ontario’s conference.
Westin Harbour Castle Hotel
One Harbour Square, Toronto ON M5J 1A6
Tel: 416.869.1600 or 1.800.228.3000
Fax: 416.361.7448
Accommodation and parking are not included in the
conference registration fee. Please book your room
directly with the hotel.
PARKING OPTIONS
Valet parking: $45 per day
Self parking: Our hotel’s self-parking facility is
located one block north at 16 Harbour Street, The
Pinnacle Centre. The Pinnacle Centre is the very next
building to the north of the hotel.
CPA Ontario’s Fall Conference
HOW TO REGISTER
This conference sells out early, please register for the
conference by Friday, October 17, 2014.
To register and pay for Fall Conference, online please
visit: pd.CPAontario.ca.
Alternatively, mail or fax your conference registration
form and payment to:
CPA Ontario, Fall Conference
240 Eglinton Avenue East, Toronto ON M4P 1K8
Fax: 416.322.6481
You will receive confirmation of registration by
email two weeks prior to the conference.
Please note: Registration is for the conference, not
for a specific session. Seating for sessions is on a
first come basis onsite and sessions are subject to
filling to capacity before all can be accommodated.
Conference delegates will receive the materials
from all sessions. One week prior to the conference,
presentations will be loaded on the conference
website. Along with your confirmation of registration,
a link and a password to access these presentations
will be provided.
For registration inquiries, please contact
1-800-387-0735 ext. 321
OTHER USEFUL INFORMATION
Refunds will be issued if cancellation notice is
received by 4:30 p.m. on Friday, October 17, 2014. A
substitute participant will be accepted at any time.
People with dietary restrictions or those who require
special accommodation for disabilities, are asked to
provide details upon registration. Alternatively,
contact Sharon Headley at 416.322.6520 or email
[email protected].
Suggested dress code is business casual. No Jeans
allowed.
CPA Ontario reserves the right to substitute
speakers or modify program content.
CPA ONTARIO’S
FALL CONFERENCE
REGISTRATION
RATES
CPAs:
$799
Full Conference registration, received by Friday, October 17, 2014
$899
Full Conference registration, received after Friday, October 17, 2014
$549
One day program – Register for either Thursday or Friday
NEW MEMBERS:*
$450
Full Conference registration
$275
One day program – Register for either Thursday or Friday
STUDENTS IN THE CPA PROGRAM:
$699
Full Conference registration
$249
One day program – Register for either Thursday or Friday
NON-MEMBERS:
$999
Full Conference registration
$749
One day program – Register for either Thursday or Friday
OTHER:
$79
Guest attending Thursday’s Social Event (please indicate if you require bus transportation to the venue)
$65
Guest attending Friday’s Luncheon
*New Members are CPA’s who have been admited to membership 12 months from the date they register for conference.
SPONSORS
Debra J Taylor Professional Corporation
Debra J Taylor Professional Corporation
Chartered
Professional
Chartered
Professional
Accountant Accountant
Certified General Accountant
Certified General Accountant
EXHIBITORS
g lobalVCard
®
CPA Ontario’s Fall Conference