CPB Canada Social

Our IGNITE CPB Canada Social will be a fun and exciting night, with live music, a 360 photobooth and a DJ to dance the night away.

Come dressed in your cowboy casual and get ready to let loose!

Jason Hastie and The Alibi – Sponsored by Xero 

Get your cowboy boots and dancing shoes on! Line up and hit the floor to local Calgarian Jason Hastie and the Alibi. Jason Hastie is not just a musician; he’s also an accountant! Join him and his band, The Alibi, on Thursday night. 

360 Photobooth – Sponsored by Xero 

Gone are the days of simply having a classic photo booth that prints out small photos of guests in a cramped space. Introducing a 360 Photobooth, where the camera creates a slow-motion video revolving around you in a full 360-degree view that is sent to you directly! Let the fun begin!

Schedule

This year's program is packed with opportunities to educate yourself in the critical aspects of our professional practice.


All times are listed in Mountain Daylight Time ("MDT").

 

PLEASE NOTE:

Live-streamed = Available in real-time to all in-person and virtual attendees / recording available on-demand, post event.

Recorded = Available in real-time to in-person attendees only / recording available on-demand, post event.

Live only = Available in real-time to in-person attendees only.

PRINT PROGRAM
3:00 PM - 7:00 PM
Registration Desk
 
 
3:00 PM - 7:00 PM
MDT
 
 
 
More Info
5:00 PM - 7:00 PM
Opening Reception
 
 
5:00 PM - 7:00 PM
MDT
 
Live Only
 
More Info
7:30 AM - 9:00 AM
Welcome & Opening Keynote - The Success-Energy Reset: How to Regain Focus + Recharge Work and Life in a Post-Pandemic World
Michelle Cederberg - MICHELLE CEDERBERG
 
7:30 AM - 9:00 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
9:00 AM - 9:10 AM
Break
 
 
9:00 AM - 9:10 AM
MDT
 
 
 
More Info
9:10 AM - 10:10 AM
How to Articulate Your Value Proposition Better & Win More of the Clients YOU Want!
Dustin Meneses - PaymentEvolution
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
How to Articulate Your Value Proposition Better & Win More of the Clients YOU Want!
More Info
Top 10 Cash Management Tips to Grow your Business
Rinette Lagace - NET Bookkeeping
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
"Take a Swing" at Bookkeeping for Construction and Trades Clients
Richelle Skrilec - Blue Shadow Solutions Inc
Managing Bookkeeping
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Working with a Remote Team
Cheryl Baldwin - Intrinsic Bookkeeping & Business Solutions
Managing People/Organization
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Recorded
 
More Info
10:00 AM - 10:30 AM
Product Demo Session
 
Product Demo
10:00 AM - 10:30 AM
MDT
 
Live Only
Product Demo Session
More Info
Break
 
 
10:00 AM - 10:30 AM
MDT
 
 
 
More Info
10:30 AM - 11:30 AM
Accounting for Law Firms - workflow, guidelines and reporting requirements
Stephen Camilleri - Goldblatt Partners LLP
Managing Business
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Next Level – Investment Bookkeeping
Melissa Lenos - King Business Solutions Inc.
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Recorded
 
More Info
ABC’s of KYC (Know Your Customers)
Matt McGuire - The AML Shop
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live Only
ABC’s of KYC (Know Your Customers)
More Info
Creating a Baseline of Understanding for People and Client Management
Ken Goldstein - The Goldstein Group (Alberta) Inc
Managing People/Organization
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
11:00 AM - 11:30 AM
Product Demo Session
 
Product Demo
11:00 AM - 11:30 AM
MDT
 
Live Only
Product Demo Session
More Info
11:30 AM - 11:40 AM
Break
 
 
11:30 AM - 11:40 AM
MDT
 
 
 
More Info
11:40 AM - 12:40 PM
Adding Value to Bookkeeping Services - Part 1 - Communication
Tanya Hilts - Cloud Business Services
Managing Business
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Microsoft 365 Business: How to fully utilize it in your firm
Cathy Badry - CSB Creative Business Solutions
Managing Business
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Hybrid work: Making it work for your firm and your clients
Peter Iliev - TaxDome
Emmanuel Landeros - TaxDome
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live Only
Hybrid work: Making it work for your firm and your clients
More Info
How to future-proof your firm’s communication strategy
Ingrid Himmelman - Intuit
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Recorded
How to future-proof your firm’s communication strategy
More Info
12:00 PM - 12:30 PM
Product Demo Session
 
Product Demo
12:00 PM - 12:30 PM
MDT
 
Live Only
Product Demo Session
More Info
12:40 PM - 2:20 PM
Lunch on Tradeshow Floor
 
 
12:40 PM - 2:20 PM
MDT
 
 
 
More Info
12:40 PM - 7:00 PM
Tradeshow Open
 
 
12:40 PM - 7:00 PM
MDT
 
 
 
More Info
1:00 PM - 1:30 PM
Product Demo Session
 
Product Demo
1:00 PM - 1:30 PM
MDT
 
Live Only
Product Demo Session
More Info
1:30 PM - 2:00 PM
Product Demo Session
 
Product Demo
1:30 PM - 2:00 PM
MDT
 
Live Only
Product Demo Session
More Info
2:00 PM - 2:30 PM
Product Demo Session
 
Product Demo
2:00 PM - 2:30 PM
MDT
 
Live Only
Product Demo Session
More Info
2:20 PM - 3:50 PM
Building an Ethics Culture - A case study workshop
Beverly Haggins - HB Accounting Services
Rick Johal - CPB Canada (Certified Professional Bookkeepers of Canada)
John O’Rourke - JCOR Human Resource Services Inc.
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
More Info
Open FORUM – Q&A Session Tabletop – Software You Love
 
Managing Bookkeeping
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
More Info
Tips for Growing and Managing a Fully Remote Business
Emily Steeves - LiveCA/Xero
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Recorded
Tips for Growing and Managing a Fully Remote Business
More Info
NPI - Demystifying Taxable Benefits
Steven Van Alstine - National Payroll Institute
Managing Bookkeeping
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
More Info
2:30 PM - 3:00 PM
Product Demo Session
 
Product Demo
2:30 PM - 3:00 PM
MDT
 
Live Only
Product Demo Session
More Info
3:00 PM - 3:30 PM
Product Demo Session
 
Product Demo
3:00 PM - 3:30 PM
MDT
 
Live Only
Product Demo Session
More Info
3:30 PM - 4:00 PM
Product Demo Session
 
Product Demo
3:30 PM - 4:00 PM
MDT
 
Live Only
Product Demo Session
More Info
3:50 PM - 4:00 PM
Break
 
 
3:50 PM - 4:00 PM
MDT
 
 
 
More Info
4:00 PM - 5:00 PM
Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More
Jonathan Carter - KATA Accounting Solutions Professional Corporation
Managing Bookkeeping
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Recorded
 
More Info
How Safe Are Your Clients From You? Assessing Fraud Risk Within Your Practice
Amanda Whitney - Young Associates
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
How to Attract and Retain the BEST People
Colin Sprake - Make Your Mark Training and Consulting
Managing People/Organization
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
What’s new with Sage?
Michael Hoon - Sage Software Canada
Jaime Rein - Sage Software Canada
Alistar Ellis - Sage Software Canada
Managing Bookkeeping
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
What’s new with Sage?
More Info
5:00 PM - 7:00 PM
Reception on Tradeshow Floor
 
 
5:00 PM - 7:00 PM
MDT
 
Live Only
 
More Info
7:30 AM - 9:00 AM
Panel: Stories of Reinvention
Sherri-Lee Mathers - Balsam Way
Stacy Stanley Young - Stanley Young Business Strategies
Cheryl Manmohan - Intuit
Kimme Lafayette - Beyond Bookkeeping Business Services
 
7:30 AM - 9:00 AM
MDT
1.0 CPD unit
Live-streamed
Panel: Stories of Reinvention
More Info
9:00 AM - 9:10 AM
Break
 
 
9:00 AM - 9:10 AM
MDT
 
 
 
More Info
9:00 AM - 2:20 PM
Tradeshow Open
 
 
9:00 AM - 2:20 PM
MDT
 
 
 
More Info
9:10 AM - 10:10 AM
Let's Talk About Selling Your Practice
Carrie Mulrooney - Poe Group Advisors
Colleen Hoggarth - Poe Group Advisors
Sean Mulrooney - Poe Group Advisors
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
Let's Talk About Selling Your Practice
More Info
Using Google to Vet Prospects, Onboard and Manage Your Client Boundaries and Collaborate on Workflows
Kellie Parks - Calmwaters
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Payroll Issues & Updates 2022
Steven Van Alstine - National Payroll Institute
Managing Bookkeeping
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
e-Commerce Demystified
Teresa Slack - Financly Inc
Connie Smith - Financly Inc
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
e-Commerce Demystified
More Info
10:00 AM - 10:30 AM
Product Demo Session
 
Product Demo
10:00 AM - 10:30 AM
MDT
 
Live Only
Product Demo Session
More Info
10:10 AM - 10:30 AM
Break
 
 
10:10 AM - 10:30 AM
MDT
 
 
 
More Info
10:30 AM - 11:00 AM
Product Demo Session
 
Product Demo
10:30 AM - 11:00 AM
MDT
 
Live Only
Product Demo Session
More Info
10:30 AM - 11:30 AM
Get Paid for Your Value, and Eliminate Receivables!
Jennie Moore - Ignition
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live Only
Get Paid for Your Value, and Eliminate Receivables!
More Info
How to Maneuver eCommerce Bookkeeping
Andrew Seguin - Seguin Financial
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Implementing Security and Privacy Policies
Dave Greene - K2E Canada Inc.
Managing Business
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Recorded
 
More Info
The Importance of Good Work Design to Prevent Injury and Optimize Work
Annie Barnwell - EWI Works
Managing People/Organization
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
11:00 AM - 11:30 AM
Product Demo Session
 
Product Demo
11:00 AM - 11:30 AM
MDT
 
Live Only
Product Demo Session
More Info
11:30 AM - 11:40 AM
Break
 
 
11:30 AM - 11:40 AM
MDT
 
 
 
More Info
11:30 AM - 12:00 PM
Product Demo Session
 
Product Demo
11:30 AM - 12:00 PM
MDT
 
Live Only
Product Demo Session
More Info
11:40 AM - 12:40 PM
Let's get STACKED
Melissa Lenos - King Business Solutions Inc.
Erika Dowell - Signal Operations Inc.
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Recorded
Let's get STACKED
More Info
Adding Value to Bookkeeping Services - Part 2 - How to Tame & Train your Data to Delight
Sherri-Lee Mathers - Balsam Way
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
The stress-free way to manage client payroll and year-ends: A bookkeeper's guide
Bianca Mueller - Wagepoint
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live Only
The stress-free way to manage client payroll and year-ends: A bookkeeper's guide
More Info
How to Network as an Introvert
Julie Matchett - JD Accounting Services Inc
Managing People/Organization
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
12:40 PM - 2:20 PM
Lunch on Tradeshow Floor
 
 
12:40 PM - 2:20 PM
MDT
 
 
 
More Info
1:00 PM - 1:30 PM
Product Demo Session
 
Product Demo
1:00 PM - 1:30 PM
MDT
 
Live Only
Product Demo Session
More Info
1:30 PM - 2:00 PM
Product Demo Session
 
Product Demo
1:30 PM - 2:00 PM
MDT
 
Live Only
Product Demo Session
More Info
2:00 PM - 2:30 PM
Product Demo Session
 
Product Demo
2:00 PM - 2:30 PM
MDT
 
Live Only
Product Demo Session
More Info
2:20 PM - 3:20 PM
How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients
Alison Ball - Liscio
Managing Business
2:20 PM - 3:20 PM
MDT
1.0 CPD unit
Live Only
 
More Info
2:20 PM - 3:50 PM
Open FORUM – Q&A Session Tabletop – Build a Business you Love
 
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
More Info
Moving to Value Pricing - How to Make the Leap
Teresa Slack - Financly Inc
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
More Info
Canada / US bookkeeping - Differences Bookkeepers Should Know
Rachel Fisch - Fischbooks Inc. & RealtyTax
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
More Info
2:30 PM - 3:00 PM
Product Demo Session
 
Product Demo
2:30 PM - 3:00 PM
MDT
 
Live Only
Product Demo Session
More Info
3:00 PM - 3:30 PM
Product Demo Session
 
Product Demo
3:00 PM - 3:30 PM
MDT
 
Live Only
Product Demo Session
More Info
3:30 PM - 4:00 PM
Product Demo Session
 
Product Demo
3:30 PM - 4:00 PM
MDT
 
Live Only
Product Demo Session
More Info
3:50 PM - 4:00 PM
Break
 
 
3:50 PM - 4:00 PM
MDT
 
 
 
More Info
4:00 PM - 5:00 PM
How to Build Relationships with Accountants
Lynne Moore - LAM Consulting Inc.
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Social Media for the Socially Awkward
Rachel Fisch - Fischbooks Inc. & RealtyTax
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Driving a data-driven culture
Gurnate Gill - AutoEntry
Taimoor Tariq - Sage Software Canada
Managing Bookkeeping
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
Driving a data-driven culture
More Info
Panel Discussion: Anticipate Disruption and Get Ahead of It!
Paul Chappel - RBC PayEdge
Craig Czinkota - RBC
Tanya Hilts - Cloud Business Services
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
Panel Discussion: Anticipate Disruption and Get Ahead of It!
More Info
6:00 PM - 11:00 PM
CPB Canada Social
 
 
6:00 PM - 11:00 PM
MDT
 
Live Only
 
More Info
8:00 AM - 9:00 AM
Breakfast
 
 
8:00 AM - 9:00 AM
MDT
 
 
 
More Info
9:00 AM - 10:00 AM
The When and How to Transition Sole Prop to Inc.
Danielle Gadoury - D & D Professional Services
Managing Bookkeeping
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team
Trina Huntley - Payworks Inc.
Maddison Kowalczuk - Payworks Inc.
Managing Bookkeeping
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live Only
Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team
More Info
Processes, Principles & Performance
Victoria Peters - ENVOLTA Inc.
Managing Business
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
The Wake Up Call (TM): Three Powerful Eye-Openers Every Bookkeeper Needs to See
Taunya Woods Richardson - Taunyawoodsrichardson
Managing People/Organization
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Recorded
 
More Info
10:00 AM - 10:10 AM
Break
 
 
10:00 AM - 10:10 AM
MDT
 
 
 
More Info
10:10 AM - 11:10 AM
Advisory for your High Growth Clients
Gisele Doucet - The Art of Accounting
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live Only
Advisory for your High Growth Clients
More Info
Dave’s 2022 Malware Threats and a Workable Cyber Security Strategy
Dave Debre - P51 Computing Strategies
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Recorded
 
More Info
Non-Profit Bookkeeping; Do You Know The Difference?
Cheryl Baldwin - Intrinsic Bookkeeping & Business Solutions
Managing Bookkeeping
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Wow Your Accountant
Melissa Lenos - King Business Solutions Inc.
Stephanie Enders - KBS Accounting
Managing Bookkeeping
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live-streamed
 
More Info
11:10 AM - 11:20 AM
Break
 
 
11:10 AM - 11:20 AM
MDT
 
 
 
More Info
11:20 AM - 12:20 PM
Graceful ending - Disengaging clients
Kellie Parks - Calmwaters
Managing Business
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
Using Microsoft Excel and Google Sheet for Reporting
Jennifer Bernier - 506bookkeeping
Managing Bookkeeping
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live-streamed
 
More Info
How to Make Tax Technology Choices That Work for Your Practice
Sarka Hojda - TaxCycle from Xero
Managing Business
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live Only
How to Make Tax Technology Choices That Work for Your Practice
More Info
What to do when your clients ask you to do more!
Jennie Moore - Ignition
Managing Business
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Recorded
What to do when your clients ask you to do more!
More Info
12:20 PM - 12:30 PM
Break
 
 
12:20 PM - 12:30 PM
MDT
 
 
 
More Info
12:30 PM - 2:30 PM
Closing Keynote Sponsored by Xero and Awards Luncheon
Cheryl Bernard
 
12:30 PM - 2:30 PM
MDT
 
Live-streamed
Closing Keynote Sponsored by Xero and Awards Luncheon
More Info