CPB 2022 - Printed Program
| Name | Time | Virtual Access | Location Name | Sponsored By |
|---|---|---|---|---|
| Tuesday, September 20, 2022 | ||||
| Registration Desk | 3:00 PM - 7:00 PM | |||
| Opening Reception | 5:00 PM - 7:00 PM | Live Only | Horizon Room | |
| Wednesday, September 21, 2022 | ||||
| Welcome & Opening Keynote - The Success-Energy Reset: How to Regain Focus + Recharge Work and Life in a Post-Pandemic World | 7:30 AM - 9:00 AM | Live-streamed | Premier Room | |
| Break | 9:00 AM - 9:10 AM | |||
| How to Articulate Your Value Proposition Better & Win More of the Clients YOU Want! | 9:10 AM - 10:10 AM | Live Only | Whitehorn | PaymentEvolution |
| Top 10 Cash Management Tips to Grow your Business | 9:10 AM - 10:10 AM | Live-streamed | Plaza 4 | |
| "Take a Swing" at Bookkeeping for Construction and Trades Clients | 9:10 AM - 10:10 AM | Live-streamed | Premier Room | |
| Working with a Remote Team | 9:10 AM - 10:10 AM | Recorded | Plaza 5 | |
| Product Demo Session | 10:00 AM - 10:30 AM | Live Only | Garden Courts | Xero Software (Canada) Ltd. |
| Break | 10:00 AM - 10:30 AM | Plaza Foyer | ||
| Accounting for Law Firms - workflow, guidelines and reporting requirements | 10:30 AM - 11:30 AM | Live-streamed | Premier Room | |
| Next Level – Investment Bookkeeping | 10:30 AM - 11:30 AM | Recorded | Plaza 5 | |
| ABC’s of KYC (Know Your Customers) | 10:30 AM - 11:30 AM | Live Only | Whitehorn | Telpay Incorporated |
| Creating a Baseline of Understanding for People and Client Management | 10:30 AM - 11:30 AM | Live-streamed | Plaza 4 | |
| Product Demo Session | 11:00 AM - 11:30 AM | Live Only | Garden Courts | Dext |
| Break | 11:30 AM - 11:40 AM | |||
| Adding Value to Bookkeeping Services - Part 1 - Communication | 11:40 AM - 12:40 PM | Live-streamed | Premier Room | |
| Microsoft 365 Business: How to fully utilize it in your firm | 11:40 AM - 12:40 PM | Live-streamed | Plaza 4 | |
| Hybrid work: Making it work for your firm and your clients | 11:40 AM - 12:40 PM | Live Only | Whitehorn | TaxDome |
| How to future-proof your firm’s communication strategy | 11:40 AM - 12:40 PM | Recorded | Plaza 5 | QuickBooks Canada |
| Product Demo Session | 12:00 PM - 12:30 PM | Live Only | Garden Courts | Liscio |
| Lunch on Tradeshow Floor | 12:40 PM - 2:20 PM | Plaza 1-3 | ||
| Tradeshow Open | 12:40 PM - 7:00 PM | Plaza 1-3 | ||
| Product Demo Session | 1:00 PM - 1:30 PM | Live Only | Garden Courts | Sage Software Canada |
| Product Demo Session | 1:30 PM - 2:00 PM | Live Only | Horizon Room | AutoEntry |
| Product Demo Session | 2:00 PM - 2:30 PM | Live Only | Garden Courts | QuickBooks Canada |
| Building an Ethics Culture - A case study workshop | 2:20 PM - 3:50 PM | Live Only | Plaza 4 | |
| Open FORUM – Q&A Session Tabletop – Software You Love | 2:20 PM - 3:50 PM | Live Only | Whitehorn | |
| Tips for Growing and Managing a Fully Remote Business | 2:20 PM - 3:50 PM | Recorded | Plaza 5 | Xero Software (Canada) Ltd. |
| NPI - Demystifying Taxable Benefits | 2:20 PM - 3:50 PM | Live-streamed | Premier Room | |
| Product Demo Session | 2:30 PM - 3:00 PM | Live Only | Horizon Room | PaymentEvolution |
| Product Demo Session | 3:00 PM - 3:30 PM | Live Only | Garden Courts | RBC PayEdge |
| Product Demo Session | 3:30 PM - 4:00 PM | Live Only | Horizon Room | Ignition |
| Break | 3:50 PM - 4:00 PM | |||
| Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More | 4:00 PM - 5:00 PM | Recorded | Plaza 5 | |
| How Safe Are Your Clients From You? Assessing Fraud Risk Within Your Practice | 4:00 PM - 5:00 PM | Live-streamed | Plaza 4 | |
| How to Attract and Retain the BEST People | 4:00 PM - 5:00 PM | Live-streamed | Premier Room | |
| What’s new with Sage? | 4:00 PM - 5:00 PM | Live Only | Whitehorn | Sage Software Canada |
| Reception on Tradeshow Floor | 5:00 PM - 7:00 PM | Live Only | Plaza 1-3 | |
| Thursday, September 22, 2022 | ||||
| Panel: Stories of Reinvention | 7:30 AM - 9:00 AM | Live-streamed | Premier Room | QuickBooks Canada |
| Break | 9:00 AM - 9:10 AM | |||
| Tradeshow Open | 9:00 AM - 2:20 PM | Plaza 1-3 | ||
| Let's Talk About Selling Your Practice | 9:10 AM - 10:10 AM | Live Only | Plaza 5 | Poe Group Advisors |
| Using Google to Vet Prospects, Onboard and Manage Your Client Boundaries and Collaborate on Workflows | 9:10 AM - 10:10 AM | Live-streamed | Plaza 4 | |
| Payroll Issues & Updates 2022 | 9:10 AM - 10:10 AM | Live-streamed | Premier Room | |
| e-Commerce Demystified | 9:10 AM - 10:10 AM | Live Only | Whitehorn | Dext |
| Product Demo Session | 10:00 AM - 10:30 AM | Live Only | Garden Court 2 | Xero Software (Canada) Ltd. |
| Break | 10:10 AM - 10:30 AM | Tradeshow Floor | ||
| Product Demo Session | 10:30 AM - 11:00 AM | Live Only | Garden Court 1 | Poe Group Advisors |
| Get Paid for Your Value, and Eliminate Receivables! | 10:30 AM - 11:30 AM | Live Only | Whitehorn | Ignition |
| How to Maneuver eCommerce Bookkeeping | 10:30 AM - 11:30 AM | Live-streamed | Premier Room | |
| Implementing Security and Privacy Policies | 10:30 AM - 11:30 AM | Recorded | Plaza 5 | |
| The Importance of Good Work Design to Prevent Injury and Optimize Work | 10:30 AM - 11:30 AM | Live-streamed | Plaza 4 | |
| Product Demo Session | 11:00 AM - 11:30 AM | Live Only | Garden Court 2 | ADP Canada |
| Break | 11:30 AM - 11:40 AM | |||
| Product Demo Session | 11:30 AM - 12:00 PM | Live Only | Garden Court 1 | Eagle Business |
| Let's get STACKED | 11:40 AM - 12:40 PM | Recorded | Plaza 5 | Xero Software (Canada) Ltd. |
| Adding Value to Bookkeeping Services - Part 2 - How to Tame & Train your Data to Delight | 11:40 AM - 12:40 PM | Live-streamed | Premier Room | |
| The stress-free way to manage client payroll and year-ends: A bookkeeper's guide | 11:40 AM - 12:40 PM | Live Only | Whitehorn | Wagepoint |
| How to Network as an Introvert | 11:40 AM - 12:40 PM | Live-streamed | Plaza 4 | |
| Lunch on Tradeshow Floor | 12:40 PM - 2:20 PM | Plaza 1-3 | ||
| Product Demo Session | 1:00 PM - 1:30 PM | Live Only | Garden Court 2 | Wagepoint |
| Product Demo Session | 1:30 PM - 2:00 PM | Live Only | Garden Court 1 | Payworks |
| Product Demo Session | 2:00 PM - 2:30 PM | Live Only | Garden Court 2 | QuickBooks Canada |
| How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients | 2:20 PM - 3:20 PM | Live Only | Whitehorn | Liscio |
| Open FORUM – Q&A Session Tabletop – Build a Business you Love | 2:20 PM - 3:50 PM | Live Only | Horizon Room | |
| Moving to Value Pricing - How to Make the Leap | 2:20 PM - 3:50 PM | Live-streamed | Plaza 4 | |
| Canada / US bookkeeping - Differences Bookkeepers Should Know | 2:20 PM - 3:50 PM | Live-streamed | Plaza 5 | |
| Product Demo Session | 2:30 PM - 3:00 PM | Live Only | Garden Court 1 | TaxCycle |
| Product Demo Session | 3:00 PM - 3:30 PM | Live Only | Garden Court 2 | TaxDome |
| Product Demo Session | 3:30 PM - 4:00 PM | Live Only | Garden Court 1 | Telpay Incorporated |
| Break | 3:50 PM - 4:00 PM | |||
| How to Build Relationships with Accountants | 4:00 PM - 5:00 PM | Live-streamed | Plaza 5 | |
| Social Media for the Socially Awkward | 4:00 PM - 5:00 PM | Live-streamed | Plaza 4 | |
| Driving a data-driven culture | 4:00 PM - 5:00 PM | Live Only | Whitehorn | AutoEntry |
| Panel Discussion: Anticipate Disruption and Get Ahead of It! | 4:00 PM - 5:00 PM | Live Only | Horizon Room | RBC PayEdge |
| CPB Canada Social | 6:00 PM - 11:00 PM | Live Only | Premier Room | |
| Friday, September 23, 2022 | ||||
| Breakfast | 8:00 AM - 9:00 AM | Plaza 1-2 | ||
| The When and How to Transition Sole Prop to Inc. | 9:00 AM - 10:00 AM | Live-streamed | Plaza 4 | |
| Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team | 9:00 AM - 10:00 AM | Live Only | Whitehorn | Payworks |
| Processes, Principles & Performance | 9:00 AM - 10:00 AM | Live-streamed | Premier Room | |
| The Wake Up Call (TM): Three Powerful Eye-Openers Every Bookkeeper Needs to See | 9:00 AM - 10:00 AM | Recorded | Plaza 5 | |
| Break | 10:00 AM - 10:10 AM | |||
| Advisory for your High Growth Clients | 10:10 AM - 11:10 AM | Live Only | Whitehorn | QuickBooks Canada |
| Dave’s 2022 Malware Threats and a Workable Cyber Security Strategy | 10:10 AM - 11:10 AM | Recorded | Plaza 5 | |
| Non-Profit Bookkeeping; Do You Know The Difference? | 10:10 AM - 11:10 AM | Live-streamed | Premier Room | |
| Wow Your Accountant | 10:10 AM - 11:10 AM | Live-streamed | Plaza 4 | |
| Break | 11:10 AM - 11:20 AM | |||
| Graceful ending - Disengaging clients | 11:20 AM - 12:20 PM | Live-streamed | Premier Room | |
| Using Microsoft Excel and Google Sheet for Reporting | 11:20 AM - 12:20 PM | Live-streamed | Plaza 4 | |
| How to Make Tax Technology Choices That Work for Your Practice | 11:20 AM - 12:20 PM | Live Only | Whitehorn | TaxCycle |
| What to do when your clients ask you to do more! | 11:20 AM - 12:20 PM | Recorded | Plaza 5 | Ignition |
| Break | 12:20 PM - 12:30 PM | |||
| Closing Keynote Sponsored by Xero and Awards Luncheon | 12:30 PM - 2:30 PM | Live-streamed | Premier Room | Xero Software (Canada) Ltd. |