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
[7:30] Breakfast / [8:00] Welcome & Opening Keynote - The Success-Energy Reset: How to Regain Focus + Recharge Work and Life in a Post-Pandemic World
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
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
TBD
 
 
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Recorded
 
More Info
TBD
 
 
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
TBD
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
Investment Bookkeeping
Melissa Lenos - King Busines Solution Centre
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Recorded
 
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
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
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
11:30 AM - 11:40 AM
Break
 
 
11:30 AM - 11:40 AM
MDT
 
 
 
More Info
11:40 AM - 12:40 PM
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
 
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
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
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
12:40 PM - 2:20 PM
Tradeshow Open and Lunch
 
 
12:40 PM - 2:20 PM
MDT
 
 
 
More Info
1:00 PM - 1:30 PM
Talk to the team 1:1 to get all your Sage questions answered. Talk to us about AutoEntry, Sage 50, Payroll and Accounting
 
Product Demo
1:00 PM - 1:30 PM
MDT
 
Live Only
Talk to the team 1:1 to get all your Sage questions answered. Talk to us about AutoEntry, Sage 50, Payroll and Accounting
More Info
1:30 PM - 2:00 PM
Talk to the team 1:1 to get all your AutoEntry questions answered
 
Product Demo
1:30 PM - 2:00 PM
MDT
 
Live Only
Talk to the team 1:1 to get all your AutoEntry questions answered
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
NPI - Demystifying Taxable Benefits
Steven VanAlstine - National Payroll Institute
Managing Bookkeeping
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
More Info
Open FORUM - Q&A Session - 2 topics - Tabletop - Software
 
 
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
1.0 CPD unit
Recorded
Tips for Growing and Managing a Fully Remote Business
More Info
Internal Ethics session (Case Study by Ethics Committee)
 
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
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 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
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
TBD
 
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
TBD
More Info
5:00 PM - 7:00 PM
Tradeshow Reception
 
 
5:00 PM - 7:00 PM
MDT
 
Live Only
 
More Info
8:00 AM - 9:00 AM
Breakfast and Keynote: Stories of Reinvention
Sherri-Lee Mathers - Balsam Way
Tammatha Denyes - Quinte Business Accounting Inc.
Stacy Stanley Young - Stanley Young Business Strategies
Cheryl Manmohan - Intuit Canada
 
8:00 AM - 9:00 AM
MDT
1.0 CPD unit
Live-streamed
Breakfast and Keynote: 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
e-Commerce Demystified
Teresa Slack - Financly Bookkeeping Solutions
Connie Smith - Financly Inc.
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
e-Commerce Demystified
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 VanAlstine - National Payroll Institute
Managing Bookkeeping
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
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
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
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
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
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
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
Let's get STACKED
Melissa Lenos - King Busines Solution Centre
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Recorded
Let's get STACKED
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
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
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
Tradeshow Lunch
 
 
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 - LiscioCX
Managing Business
2:20 PM - 3:20 PM
MDT
1.0 CPD unit
Live Only
How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients
More Info
2:20 PM - 3:50 PM
Open FORUM - Q&A Session - 2 topics - Tabletop - Business Support
 
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
More Info
TBD
 
 
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
More Info
Moving to Value Pricing - how to make the leap
Teresa Slack - Financly Bookkeeping Solutions
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
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
TBD
 
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
TBD
More Info
Driving a data-driven culture
 
Managing Bookkeeping
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
Driving a data-driven culture
More Info
TBD
 
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
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
The Wake Up Call (TM): Three Powerful Eye-Openers Every Bookkeeper Needs to See
Taunya Woods Richardson - Nail The Numbers, Inc.
Managing People/Organization
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Recorded
 
More Info
TBD
 
 
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live Only
TBD
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
10:00 AM - 10:10 AM
Break
 
 
10:00 AM - 10:10 AM
MDT
 
 
 
More Info
10:10 AM - 11:10 AM
New Client Interview and Assessment
Cheryl Baldwin - Intrinsic Bookkeeping & Business Solutions
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live-streamed
 
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
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
11:10 AM - 11:20 AM
Break
 
 
11:10 AM - 11:20 AM
MDT
 
 
 
More Info
11:20 AM - 12:20 PM
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
TBD
 
 
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live Only
TBD
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
Graceful ending - Disengaging clients
Kellie Parks - Calmwaters
Managing Business
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live-streamed
 
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
 
 
12:30 PM - 2:30 PM
MDT
 
Live-streamed
Closing Keynote Sponsored by Xero and Awards Luncheon
More Info