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.

3:00 PM - 7:00 PM
Registration Desk
 
3:00 PM - 7:00 PM
MDT
 
 
 
5:00 PM - 7:00 PM
Opening Reception
 
5:00 PM - 7:00 PM
MDT
 
Live Only
 
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
 
7:30 AM - 9:00 AM
MDT
1.0 CPD unit
Live-streamed
 
9:00 AM - 9:10 AM
Break
 
9:00 AM - 9:10 AM
MDT
 
 
 
9:10 AM - 10:10 AM
Top 10 Cash Management Tips to Grow your Business
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
"Take a Swing" at Bookkeeping for Construction and Trades Clients
Managing Bookkeeping
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
TBD
 
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Recorded
 
TBD
 
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
TBD
10:00 AM - 10:30 AM
Product Demo Session
Product Demo
10:00 AM - 10:30 AM
MDT
 
Live Only
Product Demo Session
Break
 
10:00 AM - 10:30 AM
MDT
 
 
 
10:30 AM - 11:30 AM
Investment Bookkeeping
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Recorded
 
Creating a Baseline of Understanding for People and Client Management
Managing People/Organization
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
ABC’s of KYC (Know Your Customers)
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live Only
ABC’s of KYC (Know Your Customers)
Accounting for Law Firms - workflow, guidelines and reporting requirements
Managing Business
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
11:30 AM - 11:40 AM
Break
 
11:30 AM - 11:40 AM
MDT
 
 
 
11:40 AM - 12:40 PM
Microsoft 365 Business: How to fully utilize it in your firm
Managing Business
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
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
Adding Value to Bookkeeping Services - Part 1 - Communication
Managing Business
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
How to future-proof your firm’s communication strategy
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Recorded
How to future-proof your firm’s communication strategy
12:40 PM - 2:20 PM
Tradeshow Open and Lunch
 
12:40 PM - 2:20 PM
MDT
 
 
 
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
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
2:00 PM - 2:30 PM
Product Demo Session
Product Demo
2:00 PM - 2:30 PM
MDT
 
Live Only
Product Demo Session
2:20 PM - 3:50 PM
NPI - Demystifying Taxable Benefits
Managing Bookkeeping
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
Open FORUM - Q&A Session - 2 topics - Tabletop - Software
 
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
Tips for Growing and Managing a Fully Remote Business
Managing Business
2:20 PM - 3:50 PM
MDT
1.0 CPD unit
Recorded
Tips for Growing and Managing a Fully Remote Business
Internal Ethics session (Case Study by Ethics Committee)
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live Only
 
3:30 PM - 4:00 PM
Product Demo Session
Product Demo
3:30 PM - 4:00 PM
MDT
 
Live Only
Product Demo Session
3:50 PM - 4:00 PM
Break
 
3:50 PM - 4:00 PM
MDT
 
 
 
4:00 PM - 5:00 PM
How Safe Are Your Clients From You? Assessing Fraud Risk Within Your Practice
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
How to Attract and Retain the BEST People
Managing People/Organization
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More
Managing Bookkeeping
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Recorded
 
TBD
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
TBD
5:00 PM - 7:00 PM
Tradeshow Reception
 
5:00 PM - 7:00 PM
MDT
 
Live Only
 
8:00 AM - 9:00 AM
Breakfast and Keynote: Stories of Reinvention
 
8:00 AM - 9:00 AM
MDT
1.0 CPD unit
Live-streamed
Breakfast and Keynote: Stories of Reinvention
9:00 AM - 9:10 AM
Break
 
9:00 AM - 9:10 AM
MDT
 
 
 
9:00 AM - 2:20 PM
Tradeshow Open
 
9:00 AM - 2:20 PM
MDT
 
 
 
9:10 AM - 10:10 AM
Let's Talk About Selling Your Practice
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
Let's Talk About Selling Your Practice
e-Commerce Demystified
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live Only
e-Commerce Demystified
Using Google to Vet Prospects, Onboard and Manage Your Client Boundaries and Collaborate on Workflows
Managing Business
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
Payroll Issues & Updates 2022
Managing Bookkeeping
9:10 AM - 10:10 AM
MDT
1.0 CPD unit
Live-streamed
 
10:00 AM - 10:30 AM
Product Demo Session
Product Demo
10:00 AM - 10:30 AM
MDT
 
Live Only
Product Demo Session
10:10 AM - 10:30 AM
Break
 
10:10 AM - 10:30 AM
MDT
 
 
 
10:30 AM - 11:00 AM
Product Demo Session
Product Demo
10:30 AM - 11:00 AM
MDT
 
Live Only
Product Demo Session
10:30 AM - 11:30 AM
Implementing Security and Privacy Policies
Managing Business
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Recorded
 
How to Maneuver eCommerce Bookkeeping
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
The Importance of Good Work Design to Prevent Injury and Optimize Work
Managing People/Organization
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live-streamed
 
Get Paid for Your Value, and Eliminate Receivables!
Managing Bookkeeping
10:30 AM - 11:30 AM
MDT
1.0 CPD unit
Live Only
Get Paid for Your Value, and Eliminate Receivables!
11:00 AM - 11:30 AM
Product Demo Session
Product Demo
11:00 AM - 11:30 AM
MDT
 
Live Only
Product Demo Session
11:30 AM - 11:40 AM
Break
 
11:30 AM - 11:40 AM
MDT
 
 
 
11:40 AM - 12:40 PM
Let's get STACKED
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Recorded
Let's get STACKED
The stress-free way to manage client payroll and year-ends: A bookkeeper's guide
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
Adding Value to Bookkeeping Services - Part 2 - How to Tame & Train your Data to Delight
Managing Bookkeeping
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
How to Network as an Introvert
Managing People/Organization
11:40 AM - 12:40 PM
MDT
1.0 CPD unit
Live-streamed
 
12:40 PM - 2:20 PM
Tradeshow Lunch
 
12:40 PM - 2:20 PM
MDT
 
 
 
1:00 PM - 1:30 PM
Product Demo Session
Product Demo
1:00 PM - 1:30 PM
MDT
 
Live Only
Product Demo Session
1:30 PM - 2:00 PM
Product Demo Session
Product Demo
1:30 PM - 2:00 PM
MDT
 
Live Only
Product Demo Session
2:00 PM - 2:30 PM
Product Demo Session
Product Demo
2:00 PM - 2:30 PM
MDT
 
Live Only
Product Demo Session
2:20 PM - 3:20 PM
How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients
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
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
 
TBD
 
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
Moving to Value Pricing - how to make the leap
Managing Business
2:20 PM - 3:50 PM
MDT
1.5 CPD unit
Live-streamed
 
3:30 PM - 4:00 PM
Product Demo Session
Product Demo
3:30 PM - 4:00 PM
MDT
 
Live Only
Product Demo Session
3:50 PM - 4:00 PM
Break
 
3:50 PM - 4:00 PM
MDT
 
 
 
4:00 PM - 5:00 PM
How to Build Relationships with Accountants
Managing Business
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
TBD
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live Only
TBD
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
TBD
 
4:00 PM - 5:00 PM
MDT
1.0 CPD unit
Live-streamed
 
6:00 PM - 11:00 PM
CPB Canada Social
 
6:00 PM - 11:00 PM
MDT
 
Live Only
 
8:00 AM - 9:00 AM
Breakfast
 
8:00 AM - 9:00 AM
MDT
 
 
 
9:00 AM - 10:00 AM
The When and How to Transition Sole Prop to Inc.
Managing Bookkeeping
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live-streamed
 
The Wake Up Call (TM): Three Powerful Eye-Openers Every Bookkeeper Needs to See
Managing People/Organization
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Recorded
 
TBD
 
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live Only
TBD
Processes, Principles & Performance
Managing Business
9:00 AM - 10:00 AM
MDT
1.0 CPD unit
Live-streamed
 
10:00 AM - 10:10 AM
Break
 
10:00 AM - 10:10 AM
MDT
 
 
 
10:10 AM - 11:10 AM
New Client Interview and Assessment
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live-streamed
 
Dave’s 2022 Malware Threats and a Workable Cyber Security Strategy
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Recorded
 
Advisory for your High Growth Clients
Managing Business
10:10 AM - 11:10 AM
MDT
1.0 CPD unit
Live Only
Advisory for your High Growth Clients
11:10 AM - 11:20 AM
Break
 
11:10 AM - 11:20 AM
MDT
 
 
 
11:20 AM - 12:20 PM
Using Microsoft Excel and Google Sheet for Reporting
Managing Bookkeeping
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live-streamed
 
TBD
 
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live Only
TBD
What to do when your clients ask you to do more!
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!
Graceful ending - Disengaging clients
Managing Business
11:20 AM - 12:20 PM
MDT
1.0 CPD unit
Live-streamed
 
12:20 PM - 12:30 PM
Break
 
12:20 PM - 12:30 PM
MDT
 
 
 
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