Our speakers are experts at the cutting edge of their industry!

Keynote - Michelle Cederberg

Health and Productivity Expert, Speaker, Coach, Author
MICHELLE CEDERBERG
For over 17 years, Certified Speaking Professional Michelle Cederberg has captivated audiences across North America with her empowering and humorous messages about how to set worthwhile goals, get energized for success, and live a bigger life.

An in-demand speaker, author, coach and consultant, she believes that personal and professional success is directly influenced by how well we harness the physical, mental and emotional capacity we each have within us. She helps people boost that capacity, so they gain clarity, build confidence, and get the discipline to create the life and career they want. And now she’s taking the virtual world by storm as well!

View her virtual speaker demo here: https://youtu.be/HQcbkhIcJAE

She holds a Masters in Kinesiology, a BA in Psychology, a specialization in Health and Exercise Psychology, is a Certified Exercise Physiologist, a Certified Professional Co-Active Life Coach, and an ORSC-Trained Team Coach. She truly combines mind, body and practicality to empower change.

Michelle is the author of three books. Her new book The Success-Energy Equation, debuted as a bestseller in October 2020.
Michelle Cederberg

Session Speakers

Beverly Haggins
Beverly Haggins
CPB, FCPB
HB Accounting Services
Owner/Bookkeeper
Building an Ethics Culture - A case study workshop

I live in Kingsville Ontario and like to boast that it is the most southerly town in Canada. I live on the small farm there where I was born and raised. In the summer I worked on the farm in my parents apiary and later took a job in town as a soda jerk at the local dairy bar. After high school I attended our local community college and graduated in Accounting. My jobs varied over the years starting with working for our Windsor TV station in Accounts Receivable, primary bookkeeper for a pool installation company, two different public accounting firms, Accountant for a local tomato cannery and finally self-employed in my own bookkeeping firm. In the 80’s, while in public accounting, when pc’s were brand new, it was my job to go out to our customers and train them on the use of this “new fangled” equipment and teach Bedford Accounting (now Sage) and Lotus123 software. I loved it and was hooked on working directly with the customer and seeing them learn and grow and succeed with this new way of keeping books. I find it amazing now to see how the whole system has changed yet again to paperless cloud data collection and processing. It has come a long way from paper and pen journals and ledgers, calculators and cross-balancing. The constant is the pleasure that comes from helping someone figure out the tools and then use what they have learned to build and grow their businesses, careers and personal wealth. That’s the fun part and I have been very lucky to have experienced that pleasure throughout my working life. Now, partially retired I still take pleasure in volunteering at my church, the Kingsville Historical Society and CPB Canada. Giving of your knowledge and experience can fill your life with many blessings and I hope that you find a way to know that great pleasure in your life also.

Tanya Hilts
Tanya Hilts
CPB, AIA
Cloud Business Services
Cloud Accounting Professional
Adding Value to Bookkeeping Services - Part 1 - Communication
Panel Discussion: Anticipate Disruption and Get Ahead of It!

As the founder of Cloud Business Services and Tanya's Bookkeepers' Bootcamp, Tanya has a passion for streamlining processes and increasing efficiency and client outcomes. Tanya has many accolades and certifications that have catapulted her to a top industry thought leader and industry mentor. Tanya's passion is helping to guide and shape tomorrow's entrepreneurs, SMB's and accounting professionals alike. Tanya is a sitting board member of CPB Canada and a member of the Intuit Trainer Writer Network.

Ingrid Himmelman
Ingrid Himmelman
Intuit
Principal Professional Services Consultant
How to future-proof your firm’s communication strategy

What’s the worst that can happen?” and “How hard can it be?” are two phrases that have driven Ingrid Himmelman on her lifelong learning journey to help organizations change and grow. Her passion for cloud accounting began while working at Deloitte, where she was instrumental in launching one of the first national cloud programs at the Big 4. This drove her to pursue the CMA while working in Qatar where she pursued her love of teaching. Combined with her experience in business process design, project management and change management, she has learned to navigate the complex world of the accounting professional, including the challenges of communication.

Colleen Hoggarth
Colleen Hoggarth
CPB, FCPB
Poe Group Advisors
Accounting Practice Intermediary
Let's Talk About Selling Your Practice

Colleen has been in the accounting and bookkeeping industry for over 25 years, working in both public accounting and private industry. Her experience has ranged from being a corporate accountant for a large publicly traded real estate company to being the General Manager for a family business with shareholders located throughout North America. Upon moving to Victoria BC from Peterborough ON she purchased a small book of bookkeeping and tax clients. After successfully growing the business from a one-person operation to a team of ten over the past ten years Colleen was ready for her next major challenge. She is now a sought after consultant for small business and works with other bookkeepers and accountants to sell their practice.
Colleen is a Certified Professional Bookkeeper and received the Fellow Award in 2016. She is considered a visionary in the bookkeeping industry and has received many civic, professional and business awards throughout her career.

Colleen has two grown children and lives in Victoria with her husband Andy. In her free time, she can be found in Winnipeg spending time with her granddaughter!

Sarka Hojda
Sarka Hojda
CPA, CGA
TaxCycle from Xero
Tax Analyst
How to Make Tax Technology Choices That Work for Your Practice

After graduating from Queens University with a degree in Economics, Sarka went on to apply her skills to project management and marketing. Some time later, her passion for accounting was reawakened and she earned her CPA, CGA designation while working on her B. Com and running her own small accounting firm.

A closeted tech junkie, Sarka got her first 64K computer from Radio Shack. Before you knew it, she was hooked on technology: from cassette tapes to floppy disks to USBs and now the cloud. After 12 years in private practice, Sarka joined the TaxCycle team in 2018, bringing together her entrepreneurial skills, tax/accounting knowledge and love of technology. Today, Sarka focuses on tax changes in the T5013 partnership module and forms collection, and leads the TaxFolder e-signatures product development team.

Michael Hoon
Michael Hoon
Sage Software Canada
Product Manager, Sage HR & Payroll NA
What’s new with Sage?

Michael has been with Sage for nearly 15 years, supporting small businesses and partners to help them thrive. Recently he has worked to bring Sage HR & Payroll to Canada, integrated with Sage Accounting, which launched last month.

Trina Huntley
Trina Huntley
Payworks
Learning and Development Manager
Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team

Trina has almost 30 years of experience in customer-facing roles and industries, and is dedicating her career towards formalizing guidance and support around the types of learning, development and coaching that ultimately grow employee engagement and performance.

Maddison Kowalczuk
Maddison Kowalczuk
Paywork
Learning and Development Specialist
Discover the pillars of self-leadership through an interactive session with Payworks Learning and Development Team

Maddison has over a decade of experience in client-facing and Human Resources roles, where she continues to be most rewarded by making meaningful connections with clients and staff and is energized by guiding and witnessing their learning.

Kimme Lafayette
Kimme Lafayette
CPB
Beyond Bookkeeping Business Services
Owner
[7:30] Breakfast & Daily Welcome / [8:00] Panel: Stories of Reinvention

Bookkeeping is a second career path for Kimme. She had originally gone to university to become an Accountant and was working part-time in an administrative role to support herself while in school. The company ended up offering her a full-time position with an attractive compensation package; she quit university, accepted the position, and spent the next 20 years in Executive Management & Trainer roles. Her heart was still always drawn to accounting though and throughout those 20 years, she would do the occasional night school course in the accounting field just out of personal interest. 15 years ago, she made the decision to leave her position and go back to school once and for all. She did a 6-month bookkeeping course and worked for a company for 4 years after that. When that seasonal company decided to switch all of their employees to contractors, she opened the doors of BBBS and started the exciting journey of self-employment. Her firm is now 100% virtual, 100% QBO and has a small team of 3. As with many business owners, there’s been some bumps in the road. We’ll let Kimme tell you about that in today’s fireside chat.

Rinette Lagace
Rinette Lagace
CPB Certified
NET Bookkeeping
Owner
Top 10 Cash Management Tips to Grow your Business

With over 25 years of bookkeeping experience, from non-profits to large corporations, there is no substitute for experience. Bookkeeping processes can be specialized and may vary by business.

Therefore, Rinette has reinvented her business to support businesses with the many available 'cloud-based' software options available to businesses today. Being able to bring together ways to maintain essential business operations with reliable apps, simplifies processes and eliminates waste = money savings for the client & rich reporting options.

With her experience, she has written a best-selling book called; ""The Courageous Entrepreneur"" in which she focuses upon areas that affect cash flow for businesses through sharing of real life stories of how simple day to day issues affected a business positively or negatively and strategies to overcome or avoid these issues.

My whole goal with NET Bookkeeping is to support businesses to be successful. When my clients, are successful, only then can I consider myself successful.

What does success look like for me? This can be as simple as implementing systems to allow better reporting, letting them know of potential concerns as they arise which they may not be aware of, or letting them know where or who they should go for more information, being able to advise of options they may not be aware of, or perhaps suggesting using ""tried and true"" apps to better support where a business struggles, or perhaps just being able to provide detailed financials so they can apply for funding to grow and expand. One of my favourite wins is to be able to provide strategies and tips of where they can save money or areas with the potential to make money!

Melissa Lenos
Melissa Lenos
CPB, PCP
King Business Solutions Inc.
Director
Next Level – Investment Bookkeeping
Let's get STACKED
Wow Your Accountant

In 2009, I followed my dream and started a bookkeeping firm called King Accounting Solutions, it has grown to more than just bookkeeping and now include human resources, corporate and personal income tax and much more. With these additions we also re-branded to King Business Solutions!

I am very proud of the growth at KBS, having 10 staff who live in Manitoba and Alberta and growing. We do bookkeeping from coast to coast in Canada, seeing all the different taxes. I am a CPB and PCP (Payroll Compliance Practitioner) and also sit on a local board for our downtown as the treasurer. Other time is spent on the board of CPB as a director at large.

When not working, I love to travel and golf so you might catch me out of the office from time to time.

Cheryl Manmohan
Cheryl Manmohan
Intuit
Sr Community Manager
[7:30] Breakfast & Daily Welcome / [8:00] Panel: Stories of Reinvention

Cheryl Manmohan is Intuit Canada’s Senior Community Manager and has been actively engaging with the accounting professional community for over 20 years. She is incredibly well respected by the community who have seen her amazing work first-hand over the years, building and leading QuickBooks Online training and certification for ProAdvisors across Canada.

Cheryl passionately advocates for accounting professionals, creating spaces for them to collaborate, lending support when needed and always ready to celebrate their successes. She has been energetic about the value and success of accounting professionals for quite some time, building enduring relationships along the way.

She knows that this community works tirelessly to help small businesses thrive and strives to empower accounting professionals across the country.

Julie Matchett
Julie Matchett
CPB, PCP
JD Accounting Services Inc
Owner
How to Network as an Introvert

Julie Matchett has 13 years of professional tax preparation and bookkeeping experience and 8 years of managing retail and fast food operations. She has a Business Administration - Accounting Diploma with Honors and is working towards a Bachelor of Commerce - Accounting. She also has 2 kids (15 and 21) and loves singing karaoke and has been a Karaoke World Championship Alberta Provincial Qualifier for the 5 years.

Sherri-Lee Mathers
Sherri-Lee Mathers
CPB, AIA
Balsam Way
Founder
[7:30] Breakfast & Daily Welcome / [8:00] Panel: Stories of Reinvention
Adding Value to Bookkeeping Services - Part 2 - How to Tame & Train your Data to Delight

Sherri-Lee is the founder of Balsam Way Bookkeeping & Business Solutions, is a Certified Professional Bookkeeper, Advanced Cert Quickbooks Online ProAdvisor, Member Intuit Trainer Writer Network, and has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors.

Matt McGuire
Matt McGuire
FCPA, FCA, CAMS, CFF, CCI, AMLP
The AML Shop
Practice Leader
ABC’s of KYC (Know Your Customers)

Matt is the Co-Founder and Practice Leader of the AML shop. He is an internationally recognized expert in anti-money laundering (AML) and counter-terrorist financing (CTF). He has been assisting financial institutions to assess and reduce financial crime and related regulatory risks for fifteen years. He has served as an advisor to the UN as well as Canadian and foreign governments on development of their laws and financial intelligence functions.

His current engagements involve: FINTRAC examinations, stablecoin compliance and risk management program development, and expert witness engagements.

For four years, he was the leader of the National Anti-Money Laundering Practice and Ontario Region Investigative and Forensic Services Group at MNP LLP.

Matthew has been qualified by the Ontario Superior Court of Justice as an expert witness in forensic accounting and ML, in anti-money laundering and money laundering involving professionals by the Law Society of Ontario Tribunal, prepared expert reports in respect of money laundering and frauds related to cryptocurrency, lawyers, financial institutions and in respect of immigration cases, has testified before the Cullen Commission, Senate committees (ML), twice before a House of Commons Parliamentary Committee (ML/TF), is certified as an Anti-Money Laundering Specialist (CAMS) by the Association of Certified Anti-Money Laundering Specialists, accredited as an Anti-Money Laundering Professional (AMLP), Certified in Financial Forensics (CFF) by the AICPA, and as a Certified Cryptocurrency Investigator by BIG.

Matthew speaks on the topic of money laundering and financial crime to reporting entities, law enforcement, prosecutors, financial intelligence units (including training programs for the FIUs of Trinidad and Panama and RMI), universities, conferences, and governments (Guyana, Rwanda).

Matt has served as a member of the Department of Finance Private/Public Advisory Committee on AML/ATF, Chair of the AML Committee of CPA Canada, and Founder of the Seneca College Institute for Financial Crime Analysis.

He holds an Hons BA and a Master of Accounting degree from the University of Waterloo.

In 2020 he was inducted by his peers as a Fellow of the Chartered Professional Accountants of Ontario.

Lynne Moore
Lynne Moore
CPB
LAM Consulting Inc.
President
How to Build Relationships with Accountants

With an eye for detail and a passion for finding solutions, I have been working with business owners for more than 30 years and specifically as a bookkeeper for 25 years.

My experience with a variety of industries is broad and diverse, including but not limited to; not-for-profit, IT, marketing, and employment agencies. More than just complementing my strong capabilities and passion for working with numbers, my professional contributions to these industries has been key in the development and progression of my bookkeeping business.

I have a passion for helping others, using my education, hands-on skills, and knowledge. After starting my own business, I discovered a new perspective and was able to provide more help to business owners than ever before. I am a goal-setter and a go-getter, and using goals to guide my career (both as an employee and a business owner) helps me see the big picture and ensure that I am bringing value to whomever has engaged my professional services. I am very aware of being true to myself, if I am not doing both in all endeavours I undertake, then it is time to make a change. I bring this same focus to all opportunities.

Jennie Moore
Jennie Moore
Bookkeeper
Ignition
Partnerships Manager
Get Paid for Your Value, and Eliminate Receivables!
What to do when your clients ask you to do more!

Jennie Moore is the Partnerships Manager for Ignition Canada. She is Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. When she’s not crushing business goals you can find her eating a good cupcake, figure skating or hiking with her family.

She is regarded as a global FinTech expert and accounting influencer such as and has been named to the following lists:
- Top 50 North America Cloud Accountants by Hubdoc
- Top 100 Accounting Professionals by Avalara
- Top 100 female Accounting Professional by Ignition 2017
- Top 10 Influencer by Intuit
- 2021 Wagepoint Hero
- 2017 Premier Award Government of Ontario
- 2016 National Firm of the Future by Intuit

Social Channels
Website (Ignition): https://www.ignitionapp.com/
Twitter (Ignition): https://twitter.com/ignitionapp
Twitter (Jennie Moore): https://twitter.com/mooredetails
LinkedIn (Jennie Moore): https://www.linkedin.com/in/jennieamoore/
Email (Jennie Moore): jmoore@ignitionapp.com

Bianca Mueller
Bianca Mueller
CPB
Wagepoint
Community Manager
The stress-free way to manage client payroll and year-ends: A bookkeeper's guide

Bianca Mueller, strives to elevate the importance of education and compliance around payroll to set the bar for bookkeepers and accounting service providers across Canada.

Carrie Mulrooney
Carrie Mulrooney
CPB, CB
Poe Group Advisors
Accounting Practice Intermediary
Let's Talk About Selling Your Practice

Having built and sold her own nationally awarded bookkeeping and accounting practice, Carrie can directly relate to those who are looking to grow or exit their practice. With more than 25 years in the industry, Carrie has a wealth of knowledge and expertise, offering a diverse perspective on scaling a practice and preparing it for sale.

Carrie is an awarded relationship builder in the profession, with a passion for bringing people and businesses together. Carrie was recognized as one of North America’s Top 50 Cloud Accountants and was awarded as a Top 10 Canadian Bookkeeping Influencer. In 2017 her practice was the recipient of the IPBC’s (CPB Canada) Bookkeeping Firm of the Year award.

Carrie lives in Kitchener, Ontario with her husband Sean, however coastal waters always draw them to Canada’s eastern shorelines in the summer and fall!

Sean Mulrooney
Sean Mulrooney
Poe Group Advisors
Accounting Practice Intermediary
Let's Talk About Selling Your Practice

Sean boasts an entrepreneurial background of building businesses combined with experience in corporate leadership, making him a spectrum of insight for those selling, buying or contemplating next steps for their business. With a designation in business continuity, he also provides direct value in the business transition process.

Having gone through the process of an acquisition with their own national bookkeeping and accounting firm, Sean and his wife Carrie bring a true understanding of not only the process, but the concerns and needs of those embarking on selling or buying a practice.

Sean resides in Kitchener, Ontario with his wife Carrie. In his spare time, Sean enjoys cruising along back roads on his motorcycle and cooking up delicious meals with his BBQ and smoker collection.