CPB 2022 - Printed Program

Name Time Virtual Access Location Name Sponsored By
Tuesday, September 20, 2022
Registration Desk3:00 PM - 7:00 PM   
Opening Reception5:00 PM - 7:00 PMLive OnlyHorizon Room 
Wednesday, September 21, 2022
[7:30] Breakfast / [7:45] Welcome & Opening Keynote - The Success-Energy Reset: How to Regain Focus + Recharge Work and Life in a Post-Pandemic World7:30 AM - 9:00 AMLive-streamedPremier Room 
Break9:00 AM - 9:10 AM   
Top 10 Cash Management Tips to Grow your Business9:10 AM - 10:10 AMLive-streamedPlaza 4 
How to Articulate Your Value Proposition Better & Win More of the Clients YOU Want!9:10 AM - 10:10 AMLive OnlyWhitehornPaymentEvolution
"Take a Swing" at Bookkeeping for Construction and Trades Clients9:10 AM - 10:10 AMLive-streamedPremier Room 
Working with a Remote Team 9:10 AM - 10:10 AMRecordedPlaza 5 
Product Demo Session10:00 AM - 10:30 AMLive OnlyGarden CourtsXero Software (Canada) Ltd.
Break10:00 AM - 10:30 AM Plaza Foyer 
Accounting for Law Firms - workflow, guidelines and reporting requirements10:30 AM - 11:30 AMLive-streamedPremier Room 
Next Level – Investment Bookkeeping10:30 AM - 11:30 AMRecordedPlaza 5 
ABC’s of KYC (Know Your Customers)10:30 AM - 11:30 AMLive OnlyWhitehornTelpay Incorporated
Creating a Baseline of Understanding for People and Client Management10:30 AM - 11:30 AMLive-streamedPlaza 4 
Product Demo Session11:00 AM - 11:30 AMLive OnlyGarden CourtsDext
Break11:30 AM - 11:40 AM   
How to future-proof your firm’s communication strategy11:40 AM - 12:40 PMRecordedPlaza 5QuickBooks Canada
Hybrid work: Making it work for your firm and your clients11:40 AM - 12:40 PMLive OnlyWhitehornTaxDome
Adding Value to Bookkeeping Services - Part 1 - Communication11:40 AM - 12:40 PMLive-streamedPremier Room 
Microsoft 365 Business: How to fully utilize it in your firm11:40 AM - 12:40 PMLive-streamedPlaza 4 
Product Demo Session12:00 PM - 12:30 PMLive OnlyGarden CourtsLiscio
Lunch on Tradeshow Floor12:40 PM - 2:20 PM Plaza 1-3 
Tradeshow Open12:40 PM - 7:00 PM Plaza 1-3 
Product Demo Session1:00 PM - 1:30 PMLive OnlyGarden CourtsSage Software Canada
Product Demo Session1:30 PM - 2:00 PMLive OnlyHorizon RoomAutoEntry
Product Demo Session2:00 PM - 2:30 PMLive OnlyGarden CourtsQuickBooks Canada
Open FORUM – Q&A Session Tabletop – Software You Love2:20 PM - 3:50 PMLive OnlyWhitehorn 
NPI - Demystifying Taxable Benefits2:20 PM - 3:50 PMLive-streamedPremier Room 
Building an Ethics Culture - A case study workshop2:20 PM - 3:50 PMLive OnlyPlaza 4 
Tips for Growing and Managing a Fully Remote Business 2:20 PM - 3:50 PMRecordedPlaza 5Xero Software (Canada) Ltd.
Product Demo Session2:30 PM - 3:00 PMLive OnlyHorizon RoomPaymentEvolution
Product Demo Session3:00 PM - 3:30 PMLive OnlyGarden CourtsRBC PayEdge
Product Demo Session3:30 PM - 4:00 PMLive OnlyHorizon RoomIgnition
Break3:50 PM - 4:00 PM   
How to Attract and Retain the BEST People4:00 PM - 5:00 PMLive-streamedPremier Room 
Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More4:00 PM - 5:00 PMRecordedPlaza 5 
How Safe Are Your Clients From You? Assessing Fraud Risk Within Your Practice4:00 PM - 5:00 PMLive-streamedPlaza 4 
What’s new with Sage?4:00 PM - 5:00 PMLive OnlyWhitehornSage Software Canada
Reception on Tradeshow Floor5:00 PM - 7:00 PMLive OnlyPlaza 1-3 
Thursday, September 22, 2022
[7:30] Breakfast & Daily Welcome / [8:00] Panel: Stories of Reinvention7:30 AM - 9:00 AMLive-streamedPremier RoomQuickBooks Canada
Break9:00 AM - 9:10 AM   
Tradeshow Open9:00 AM - 2:20 PM Plaza 1-3 
e-Commerce Demystified9:10 AM - 10:10 AMLive OnlyWhitehornDext
Let's Talk About Selling Your Practice9:10 AM - 10:10 AMLive OnlyPlaza 5Poe Group Advisors
Payroll Issues & Updates 20229:10 AM - 10:10 AMLive-streamedPremier Room 
Using Google to Vet Prospects, Onboard and Manage Your Client Boundaries and Collaborate on Workflows9:10 AM - 10:10 AMLive-streamedPlaza 4 
Product Demo Session10:00 AM - 10:30 AMLive OnlyGarden Court 2Xero Software (Canada) Ltd.
Break10:10 AM - 10:30 AM Tradeshow Floor 
Product Demo Session10:30 AM - 11:00 AMLive OnlyGarden Court 1Poe Group Advisors
How to Maneuver eCommerce Bookkeeping 10:30 AM - 11:30 AMLive-streamedPremier Room 
Get Paid for Your Value, and Eliminate Receivables!10:30 AM - 11:30 AMLive OnlyWhitehornIgnition
The Importance of Good Work Design to Prevent Injury and Optimize Work10:30 AM - 11:30 AMLive-streamedPlaza 4 
Implementing Security and Privacy Policies10:30 AM - 11:30 AMRecordedPlaza 5 
Product Demo Session11:00 AM - 11:30 AMLive OnlyGarden Court 2ADP Canada
Break11:30 AM - 11:40 AM   
Product Demo Session11:30 AM - 12:00 PMLive OnlyGarden Court 1Eagle Business
How to Network as an Introvert11:40 AM - 12:40 PMLive-streamedPlaza 4 
The stress-free way to manage client payroll and year-ends: A bookkeeper's guide11:40 AM - 12:40 PMLive OnlyWhitehornWagepoint
Let's get STACKED 11:40 AM - 12:40 PMRecordedPlaza 5Xero Software (Canada) Ltd.
Adding Value to Bookkeeping Services - Part 2 - How to Tame & Train your Data to Delight11:40 AM - 12:40 PMLive-streamedPremier Room 
Lunch on Tradeshow Floor12:40 PM - 2:20 PM Plaza 1-3 
Product Demo Session1:00 PM - 1:30 PMLive OnlyGarden Court 2Wagepoint
Product Demo Session1:30 PM - 2:00 PMLive OnlyGarden Court 1Payworks
Product Demo Session2:00 PM - 2:30 PMLive OnlyGarden Court 2QuickBooks Canada
How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients2:20 PM - 3:20 PMLive OnlyWhitehornLiscio
Canada / US bookkeeping - Differences Bookkeepers Should Know2:20 PM - 3:50 PMLive-streamedPlaza 5 
Open FORUM – Q&A Session Tabletop – Build a Business you Love2:20 PM - 3:50 PMLive OnlyHorizon Room 
Moving to Value Pricing - How to Make the Leap2:20 PM - 3:50 PMLive-streamedPlaza 4 
Product Demo Session2:30 PM - 3:00 PMLive OnlyGarden Court 1TaxCycle
Product Demo Session3:00 PM - 3:30 PMLive OnlyGarden Court 2TaxDome
Product Demo Session3:30 PM - 4:00 PMLive OnlyGarden Court 1Telpay Incorporated
Break3:50 PM - 4:00 PM   
Panel Discussion: Anticipate Disruption and Get Ahead of It! 4:00 PM - 5:00 PMLive OnlyHorizon RoomRBC PayEdge
How to Build Relationships with Accountants4:00 PM - 5:00 PMLive-streamedPlaza 5 
Driving a data-driven culture4:00 PM - 5:00 PMLive OnlyWhitehornAutoEntry
Social Media for the Socially Awkward4:00 PM - 5:00 PMLive-streamedPlaza 4 
CPB Canada Social6:00 PM - 11:00 PMLive OnlyPremier Room 
Friday, September 23, 2022
Breakfast8:00 AM - 9:00 AM Plaza 1-2 
Processes, Principles & Performance9:00 AM - 10:00 AMLive-streamedPremier Room 
Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team9:00 AM - 10:00 AMLive OnlyWhitehornPayworks
The When and How to Transition Sole Prop to Inc.9:00 AM - 10:00 AMLive-streamedPlaza 4 
The Wake Up Call (TM): Three Powerful Eye-Openers Every Bookkeeper Needs to See9:00 AM - 10:00 AMRecordedPlaza 5 
Break10:00 AM - 10:10 AM   
Wow Your Accountant 10:10 AM - 11:10 AMLive-streamedPlaza 4 
Dave’s 2022 Malware Threats and a Workable Cyber Security Strategy10:10 AM - 11:10 AMRecordedPlaza 5 
Non-Profit Bookkeeping; Do You Know The Difference? 10:10 AM - 11:10 AMLive-streamedPremier Room 
Advisory for your High Growth Clients10:10 AM - 11:10 AMLive OnlyWhitehornQuickBooks Canada
Break11:10 AM - 11:20 AM   
How to Make Tax Technology Choices That Work for Your Practice11:20 AM - 12:20 PMLive OnlyWhitehornTaxCycle
Graceful ending - Disengaging clients11:20 AM - 12:20 PMLive-streamedPremier Room 
What to do when your clients ask you to do more!11:20 AM - 12:20 PMRecordedPlaza 5Ignition
Using Microsoft Excel and Google Sheet for Reporting11:20 AM - 12:20 PMLive-streamedPlaza 4 
Break12:20 PM - 12:30 PM   
Closing Keynote Sponsored by Xero and Awards Luncheon12:30 PM - 2:30 PMLive-streamedPremier RoomXero Software (Canada) Ltd.