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     * September Webinar

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 * Attend
    * Planning to Attend?
    * Program
    * Flash Meetings
    * Extra Benefits
    * Who will be there?
    * Video highlights
    * Travel & Accommodations

 * Exhibit
    * Why Exhibit
      * Testimonials
    * Interactive Floorplan
    * Sales Prospectus
    * Exhibit Contract
    * Travel & Accommodations

 * About
    * Webinars
      * September Webinar

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NOVEMBER 15-16, 2023 | Metro Toronto Convention Centre

CONFERENCE BEGINS:

14
Days
:
15
Hours
:
48
Minutes
:
43
Seconds


PROGRAM

SESSION SCHEDULES & SPEAKERS (NOVEMBER 15 & NOVEMBER 16)

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Accountants & Finance ProfessionalsAnalytics & ReportingBookkeepersCash Flow
ForecastingCEO’s/Owners/DirectorsCloud TechnologyDocument ManagementExpense
ManagementFinance and Banking ServicesFinancial & Advisory
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 * Accountants & Finance Professionals
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View My Personal Schedule
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 * Wed
   Nov 15
   18
 * Thu
   Nov 16
   16

9:30am - 5:00pm

--------------------------------------------------------------------------------

Nov 15


SHOW OPEN



10:15am - 11:15am

--------------------------------------------------------------------------------

Nov 15
Intuit QuickBooks - Theatre A


CLIENT EXPERIENCE MATTERS IN SUCCESSION PLANNING

MODERATOR: KATIE TOLIN

CPA Growth Guides

Bookkeepers
Financial & Advisory Services

Nov 15
Sage - Theatre B


HOW TO TAME YOUR E-COMMERCE PAYMENT GATEWAYS!

MODERATOR: TERESA SLACK

CEO, Financly Inc

Bookkeepers
Cloud Technology
Training

Nov 15
Entigrity - Theatre C


THE FUTURE OF WORK

MODERATOR: REGAN MCGRATH

Founder & CEO, Metrics Chartered Professional Accounting

Accountants & Finance Professionals
Analytics & Reporting
CEO’s/Owners/Directors
Cloud Technology
Financial & Advisory Services
Practice & Project Management
Software
Tax

Nov 15
Xero - Theatre D


WHY A GOOD BOOKKEEPER IS VITAL TO YOUR FINANCIAL SUCCESS

MODERATOR: LYNNE MOORE

CPB

MODERATOR: JONATHAN CARTER

CPA, CMA, CPB

MODERATOR: MELISSA LENOS

CPB, PCP
Accountants & Finance Professionals
Bookkeepers
CEO’s/Owners/Directors
Financial & Advisory Services


11:45am - 12:45pm

--------------------------------------------------------------------------------

Nov 15
Entigrity - Theatre C


CURRENT AND EMERGING PAYROLL ISSUES

MODERATOR: STEVEN VAN ALSTINE

Vice-President, Professional Standards & Education, National Payroll Institute

Payroll

Nov 15
Xero - Theatre D


GROWTH IN TIMES OF UNCERTAINTY

MODERATOR: KATIE TOLIN

CPA Growth Guides

Bookkeepers
Financial & Advisory Services

Nov 15
Sage - Theatre B


MASTERING AUTOMATION WITH SAGE INTACCT

MODERATOR: EDWARD MORTIMER

Manager, Sales Engineering, Sage Intacct, Sage
Presented by

Nov 15
Intuit QuickBooks - Theatre A


THE FOUR PILLARS OF STRATEGIC GROWTH

MODERATOR: RACHEL FISCH

CPB & Owner, Fischbooks Inc.



1:15pm - 2:15pm

--------------------------------------------------------------------------------

Nov 15
Entigrity - Theatre C


CRYPTO TAXATION

MODERATOR: REGAN MCGRATH

Founder & CEO, Metrics Chartered Professional Accounting

Accountants & Finance Professionals
Analytics & Reporting
CEO’s/Owners/Directors
Cloud Technology
Practice & Project Management
Software
Tax

Nov 15
Intuit QuickBooks - Theatre A


EXPLORING THE POWER OF QUICKBOOKS ADVANCED

MODERATOR: INGRID HIMMELMAN

Intuit QuickBooks

Analytics & Reporting
Bookkeepers
CEO’s/Owners/Directors
Cloud Technology
Document Management
Expense Management

Nov 15
Xero - Theatre D


FOREIGN EXCHANGE - THE MOST MISUNDERSTOOD ASPECT OF CORPORATE FINANCE

MODERATOR: GRAHAM RICHARDSON

Founder, RICE Fx

Accountants & Finance Professionals
Bookkeepers
CEO’s/Owners/Directors
Expense Management
Finance and Banking Services

Nov 15
Sage - Theatre B


WHY HACKERS LOVE ACCOUNTANTS

MODERATOR: TOM BIGOS

Chief Information Security Officer , CENTRA CYBER SECURITY


MODERATOR: BRAD ANDREWS

Chief Executive Officer , ManagePoint Technologies Inc



2:45pm - 3:45pm

--------------------------------------------------------------------------------

Nov 15
Xero - Theatre D


ARE YOU READY FOR A RAISE? 5 STEPS FOR FIRM OWNERS TO RAISE RATES WITHOUT LOSING
CLIENTS

MODERATOR: LOREN FOGELMAN

Founder & CEO, Business Success Solution

Bookkeepers
CEO’s/Owners/Directors
Financial & Advisory Services
Practice & Project Management

Nov 15
Entigrity - Theatre C


ASK THESE 4 QUESTIONS TO FIX YOUR MARKETING

MODERATOR: APOORV DWIVEDI

President & Strategic Marketing Advisor, Fixyr

CEO’s/Owners/Directors
Financial & Advisory Services
Practice & Project Management
Training

Nov 15
Sage - Theatre B


CLIENT ONBOARDING

MODERATOR: JENNIFER BAULDIC

Cash Coach, Jetstream Administration Inc.

Document Management
Practice & Project Management

Nov 15
Intuit QuickBooks - Theatre A


TOP TECHNOLOGY TRENDS IN CPA FIRMS

MODERATOR: RANDY JOHNSTON

Exec VP – Co-Founder, K2 Enterprises

Analytics & Reporting
CEO’s/Owners/Directors
Cloud Technology
Document Management
Financial & Advisory Services
Software


3:45pm - 5:00pm

--------------------------------------------------------------------------------

Nov 15


NETWORKING RECEPTION



9:30am - 4:00pm

--------------------------------------------------------------------------------

Nov 16


SHOW OPEN



10:15am - 11:15am

--------------------------------------------------------------------------------

Nov 16
Sage - Theatre B


HIRING A REMOTE WORKER

MODERATOR: JENNIFER BAULDIC

Cash Coach, Jetstream Administration Inc.

Cloud Technology
Practice & Project Management

Nov 16
Entigrity - Theatre C


HOW TO PREVENT BURNOUT, STRESS, AND THE GREAT RESIGNATION

MODERATOR: MICHAEL LEVITT

Chief Burnout Officer, Breakfast Leadership Network


Nov 16
Xero - Theatre D


MASTERING MODERN MARKETING STRATEGIES FOR INDEPENDENT ACCOUNTING FIRMS

MODERATOR: BRYTON UDY

atHeart Creative

CEO’s/Owners/Directors
Practice & Project Management

Nov 16
Intuit QuickBooks - Theatre A


SEPARATING HYPE FROM REALITY IN PRACTICE MANAGEMENT PLATFORMS

MODERATOR: RANDY JOHNSTON

Exec VP – Co-Founder, K2 Enterprises

Analytics & Reporting
CEO’s/Owners/Directors
Cloud Technology
Document Management
Financial & Advisory Services
Software


11:45am - 12:45pm

--------------------------------------------------------------------------------

Nov 16
Xero - Theatre D


EXPLORE THE CURRENT STATE OF FUNDING OPPORTUNITIES FOR CANADIAN BUSINESSES,
INCLUDING GOVERNMENT FUNDING PROGRAMS

MODERATOR: DAIRE BURKE



Accountants & Finance Professionals
Bookkeepers
Cash Flow Forecasting
CEO’s/Owners/Directors
Finance and Banking Services
Financial & Advisory Services
Software
Training

Nov 16
Sage - Theatre B


THE EVOLUTION OF SAGE 50 AND PIONEERING A CLIENT MANAGEMENT SOLUTION

MODERATOR: ALISTAIR ELLIS

SAGE

MODERATOR: GEORGINA TIMOTHY


Presented by

Nov 16
Intuit QuickBooks - Theatre A


THE POWER OF INTEGRATION: HOW ACCOUNTING FIRMS ARE EVOLVING INTO ONE-STOP
FINANCIAL SERVICE POWERHOUSES (AND HOW YOU CAN TOO!)

MODERATOR: TIM COAKWELL

Sr. Vice President, Integrated Advisory Network, The Integrated Advisory Network

Financial & Advisory Services
Practice & Project Management

Nov 16
Entigrity - Theatre C


WORK LESS, MAKE MORE: GLOBAL TEAM ADVANTAGE FOR ACCOUNTING FIRM SUCCESS

MODERATOR: SHAWN PARIKH

Founder & CEO, Entigrity



1:15pm - 2:15pm

--------------------------------------------------------------------------------

Nov 16
Entigrity - Theatre C


CASH FLOW: STRATEGIES FOR HELPING YOUR CLIENTS/OWNERS/MANAGEMENT DURING
CONSTRAINED TIMES

MODERATOR: JANEEN STODULSKI

Chief Financial Officer, Auvenir

Accountants & Finance Professionals
Bookkeepers
Cash Flow Forecasting
CEO’s/Owners/Directors
Cloud Technology
Document Management
Financial & Advisory Services
Practice & Project Management

Nov 16
Sage - Theatre B


GREAT EXPECTATIONS: ORGANIZATIONAL ETHICS AND THE ROLE OF ACCOUNTANTS IN THE
POST-PANDEMIC WORLD

MODERATOR: MOHAMED IRSHAD

CPA, CGA, FCCA (UK), CIA, Chief Accounting Officer - Canada, Schneider Electric

MODERATOR: REFAT JIWANI

CPA, CMA, FCCA (UK), Board Director

MODERATOR: CHRIS MACDONALD

Interim Graduate Program Director, MBA; Associate Professor, Ted Rogers School
of Management, Toronto Metropolitan University

Nov 16
Intuit QuickBooks - Theatre A


STREAMLINING YOUR YEAR-END WITH QUICKBOOKS ONLINE

MODERATOR: KUDZANAI CHASOSA

Senior Professional Services Consultant, Intuit QuickBooks

Analytics & Reporting
Bookkeepers
CEO’s/Owners/Directors
Cloud Technology
Document Management
Practice & Project Management

Nov 16
Xero - Theatre D


THE AI (ARTIFICIAL INTELLIGENCE) CPA: BUILDING YOUR AI ROADMAP

MODERATOR: APOORV DWIVEDI

President & Strategic Marketing Advisor, Fixyr

CEO’s/Owners/Directors
Financial & Advisory Services
Practice & Project Management
Software
Training


2:45pm - 3:45pm

--------------------------------------------------------------------------------

Nov 16
Intuit QuickBooks - Theatre A


ENHANCE YOUR HACKER DEFENSES: THE ULTIMATE SURVIVAL TOOLKIT

MODERATOR: TOM BIGOS

Chief Information Security Officer , CENTRA CYBER SECURITY


MODERATOR: BRAD ANDREWS

Chief Executive Officer , ManagePoint Technologies Inc


Nov 16
Sage - Theatre B


HOT TAX ISSUES: WHAT ACCOUNTANTS NEED TO KNOW!

MODERATOR: JAMIE GOLOMBEK

Personal Finance & Tax Expert

Nov 16
Xero - Theatre D


HOW TO EASILY ENROLL PREMIUM CLIENTS WITHOUT NEGOTIATING YOUR FEES

MODERATOR: LOREN FOGELMAN

Founder & CEO, Business Success Solution

Bookkeepers
CEO’s/Owners/Directors
Financial & Advisory Services
Practice & Project Management


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10:30AM

SATURDAY, JANUARY 13

SALON 107






DESCRIPTION

An introduction to the structure and dynamics of the Gulf Stream system,
governing factors, variability and the significance of this major warm water
current to the small boat navigator. Particular emphasis will be placed on the
determination of Stream location, the presence of meanders and warm and cold
core rings and the associated flow speeds and directions. Methods and models
designed to provide this information will be presented and analyzed for accuracy
and availability offshore.


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