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CPA ONTARIO’S
CONFERENCE
FOR
CONTROLLERS
March 12-13, 2015
International Plaza Hotel, Toronto
CPAONTARIO.CA/CONTROLLERSCONF
CPA ONTARIO’S CONFERENCE FOR CONTROLLERS
CPA Ontario’s Conference for
Controllers offers something
for everyone – from those
aspiring to controller
positions, to those who are
seasoned professionals. This
year’s exciting conference
provides a forum to share
ideas, a place to learn the
latest developments and an
opportunity to network with
peers and colleagues.
Thursday, March 12, 2015
7 – 8 a.m.
REGISTRATION AND NETWORKING BREAKFAST
8 – 9 a.m.
PANEL DISCUSSION: ECONOMIC UPDATE
• Sal Guatieri, Senior Economist, Vice-President, Economic Research BMO Financial Group
• Warren Jestin, Senior Vice-President and Chief Economist, Scotiabank
• Craig Alexander, Senior Vice-President and Chief Economist, TD Bank Group
A panel of Canada’s three leading bank economists
will provide you with insight and opinions, and
provoke discussion about the upcoming economic
year. Key issues will include: currencies, interest
rates, equity markets, commodities, GDP growth,
inflation, housing and austerity.
9:30 a.m. – 12 p.m.
CONCURRENT SESSIONS (SELECT ONE)
SUSTAINABILITY REPORTING –
TRIPLE BOTTOM LINE PRINCIPLES
Michael Rea, Managing Partner, IRAS
Session description coming soon.
EXCEL BEST PRACTICES FOR BUDGETING
AND FORECASTING
Ian Schnoor, Principal and Founder,
The Marquee Group
This interactive session will address the many
challenges faced by accountants when using Excel
to create budgets and forecasts. This advanced
session on design and modeling best practices will
save you hours of time.
You’ll learn:
•
•
•
How to combine quarterly forecasts with annual reporting formats
How to add a new project into an existing forecast
How to incorporate flexible scenario analysis to run upside and downside cases
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CPA ONTARIO’S CONFERENCE FOR CONTROLLERS
COSO UNDONE – A CONCISE UNDERSTANDING
OF THE NEW COSO AND OTHER INTERNAL
CONTROL TOPICAL ISSUES
Masood Oroomchi, Executive Partner, FinEx Group
2 – 3 p.m.
HR FUNDAMENTALS AND EMPLOYMENT LAW
– WHAT YOU NEED TO KNOW
Jordan Rodney, President, MaxPeoplePerform
Attendees will receive a concise understanding
of the requirements of the Updated 2013 COSO
and will see how it differs from the 1992 COSO
Internal Control Framework. The workshop will
demonstrate how to transition to the Updated
COSO with the least amount of disruption and
its current Internal Control Programs.
In today’s competitive work environment,
controllers and other finance professionals often
become the de facto “HR Representative” who
is ultimately responsible for taking care of the
“people-side” of the business. It is important for
these leaders to be confident in dealing with, and
anticipating today’s complex workplace issues.
COSO believes the Updated Framework will enable
organizations to effectively and efficiently develop
and maintain systems of internal control that can
enhance the likelihood of achieving the entity’s
objectives and adapt to changes in the business
and operating environments.
In this interactive keynote, Jordan Rodney will
discuss the importance of managing the peopleside of your business by implementing practical
tools and adopting proactive strategies with a
view to minimizing risk and reducing costs. Key
employment law trends will also be covered.
You will receive an overview of the key “people–
related” elements throughout the employment
lifecycle from hiring to termination.
GST/HST OVERVIEW
Diane Gaudon, FCPA, FCGA,
President, Diane Gaudon FCGA
GST and HST continue to be a challenge for
companies of all sizes across Canada, yet today’s
controller is required to understand and apply
the legislation and amendments. This session will
begin with a focus on the place-of-supply rules for
goods and services, followed by a discussion of
common recovery issues with audit exposures.
12 – 1 p.m.
NETWORKING LUNCH AND
ROUNDTABLE DISCUSSIONS
1 – 2 p.m.
ACCELERATE THE FINANCIAL CLOSE PROCESS
AND ENHANCE THE CLOSE CONTROLS
Masood Oroomchi, Executive Partner, FinEx Group
The session will provide a practical understanding
of the best practices in financial close processes
and will include discussion around how to:
•
•
•
Strike the right balance between speed and accuracy without compromising the internal control environment
Identify objectives for an accelerated
close process
Accelerate the financial close process allowing more time for review and analysis and meeting the tight reporting deadlines
3 – 3:30 p.m.
NETWORKING BREAK
3:30 – 4:30 p.m.
MANAGING AND MOTIVATING IN A
MULTI-GENERATIONAL WORKPLACE
Shawn Casemore, Founder and President,
Casemore and Co.
Never before have we been faced with such
generational diversity in the workplace. With the
number of Millennials in North America joining the
workplace, soon to surpass Generation X and Baby
Boomers, we are poised for a distinct shift (or
collision) in how we interact, communicate
and work.
In this powerful discussion you will explore the
key attributes of each generation; their beliefs,
preferred communication methods and how they
are best motivated – all serving to form a more
productive, collaborative and effective workplace.
4:30 – 5:30 p.m.
NETWORKING RECEPTION
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CPA ONTARIO’S CONFERENCE FOR CONTROLLERS
Friday, March 13, 2015
7 – 8 a.m.
REGISTRATION AND NETWORKING BREAKFAST
8 – 9 a.m.
FUTURE OF THE FINANCE FUNCTION
Session description coming soon.
9:30 a.m. – 12 p.m.
CONCURRENT SESSIONS (SELECT ONE)
DETERMINING AND IMPLEMENTING
CORPORATE KPIS AND DASHBOARDS
Gary Olynik, CPA, CMA, Accountant Advocate,
Sage Accountant Solutions
In today’s competitive business environment,
companies are constantly looking for the secrets
to improving performance. This session will reveal
how to use key performance indicators (KPIs) and
dashboards to provide a competitive advantage in
achieving optimal financial results.
ARE YOU BEING HEARD? PERSUASIVE
MESSAGING FOR ACCOUNTANTS
Bonnie Gross, President, SpeechScience
International
Ensure you reach your full potential by being
able to effectively convey your ideas at your next
meeting. Attendees will learn how to understand
their audience’s needs and frame their messages
in the most effective manner. Learn best practices
in public speaking, body language and the secrets
and techniques of famous public speakers.
DESIGNING AND TAILORING
MANAGEMENT REPORT
Diana Kawarsky, President, The Soft Skills
Group Inc.
How do you ensure you are clearly communicating
your messages in your management reports,
with the most impact, yet efficiently? Review
best practice principles to apply to all types of
reporting, and discuss the creation of templates for
recurring reports and structures for other reports.
Uncover an approach to understanding your
audience and tailoring the message to their needs.
TRANSFER PRICING
Alex Ha, CPA, CGA, International Tax Division,
Canada Revenue Agency
Session description coming soon.
12 – 12:45 p.m.
NETWORKING LUNCH
12:45 – 1:45 p.m.
FROM A GOOD MANAGER TO A GREAT LEADER
David Barrett, National Program Director, Centre of
Excellence in Project Management
What does a great leader look like? What qualities
do we already have that are similar? Where are the
gaps and how do we fill them?
This presentation is designed to inspire you to
reach the next level and plot your path to
senior leadership.
Investigate the qualities of a great leader, their
communication skills, leadership styles, strategic
thinking and how to look like a leader.
1:45 – 2:45 p.m.
NEGOTIATION SKILLS
Stacey Allerton, Vice-President, Human Resources,
Ford of Canada
Session description coming soon.
2:45 – 3 p.m.
NETWORKING BREAK
3 – 4 p.m.
CLOSING KEYNOTE: STRATEGIC LEADERSHIP
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CPA ONTARIO’S CONFERENCE FOR CONTROLLERS
GENERAL INFORMATION
CPAs and CPA Students:
Full Conference: $895+HST
Thursday Only: $499+HST
Friday Only: $499+HST
Non-Member:
Full Conference: $1095+HST
Thursday Only: $599+HST
Friday Only: $599+HST
CONTINUING PROFESSIONAL
DEVELOPMENT (CPD)
Attendance at the full conference qualifies for
14 CPD hours.
ACCOMMODATIONS
Delegate registration fees for the conference
include all sessions, session materials,
refreshments and meals.
The International Plaza Hotel has extended a
special guest room rate of $139 plus applicable
taxes (single or double occupancy) per room,
per night. Please make your reservations before
March 2, 2015 by calling 416-244-1711 ext. 3775 or
1-800-668-3656 using the group code “CPA
Ontario’s Controllers.”
HOW TO REGISTER
Check-in time is 3:00 p.m. Check-out time is noon.
Register online: pd.cpaontario.ca
CONFIRMATIONS
A confirmation email will be sent to you the
week of the conference. Please ensure your
email account is up-to-date.
CANCELLATION POLICY
Delegates may withdraw from the conference up
until February 26, 2015 and receive a credit memo
on their PD account. A withdrawal fee of $50
will apply. After February 26, 2015, delegates will
receive no credit for cancelling. Delegates may
send a substitute in their place at any time.
OTHER INFORMATION
Recommended dress is business casual.
If you require special accommodations or have
dietary restrictions, please include applicable
details on your registration online.
PARKING
Extensive parking is available at the hotel for
$14.00 per day.
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