CPB 2023 - Printed Program

Name Time Virtual Access Location Name Sponsored By
Tuesday, September 19, 2023
Registration12:00 PM - 7:00 PM International Room - Foyer 
Opening Reception on Tradeshow Floor5:00 PM - 7:00 PMLive onlyPlaza Room 
Wednesday, September 20, 2023
Breakfast (7:00) Opening Remarks (7:30) Keynote (8:10)7:00 AM - 9:00 AMLive-streamedInternational Room - BC 
Opening Remarks (Keynote)7:00 AM - 9:00 AMLive-streamedInternational Room - BC 
Registration & Information7:00 AM - 5:30 PM International Room - Foyer 
Break9:00 AM - 9:10 AM Plaza Room 
How to grow your bookkeeping business9:10 AM - 10:25 AMLive-streamedInternational Room - BC 
Compliances of Payroll with New Corporations9:10 AM - 10:25 AMLive-streamedInternational Room - A 
A Practical Guide to Automating Your Firm9:10 AM - 10:25 AMRecordedToronto RoomIntuit Canada
Data Redundancy: Location, Location, Location9:10 AM - 10:25 AMLive onlyMontreal RoomDext
Break10:25 AM - 11:00 AM Plaza Room 
QuickBooks Migration Demonstration10:30 AM - 11:00 AMLive onlyOttawa RoomIntuit
Roundtable session - Roadmapping the Bookkeepers journey with Sage5010:30 AM - 11:00 AMLive onlyWindsor RoomSage
Telpay Online – The Better Way to Pay10:30 AM - 11:00 AMLive onlyHamilton RoomTelPay
Should Your Client Incorporate? Things to Consider11:00 AM - 12:15 PMLive-streamedInternational Room - BC 
How to protect yourself from Revenue Leakage11:00 AM - 12:15 PMLive-streamedInternational Room - A 
Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online Ecosystem11:00 AM - 12:15 PMRecordedToronto Room 
Payroll: Your Way. Why Flexible Payroll is the Future of Bookkeeping11:00 AM - 12:15 PMLive onlyMontreal RoomWagepoint
Networking and Lunch on the Tradeshow Floor12:15 PM - 2:00 PM Plaza Room 
Product Support Session (Zoho)12:30 PM - 1:00 PMLive onlyOttawa RoomZoho
Product Support Session (Bookkeep.com)12:30 PM - 1:00 PMLive onlyHamilton RoomBookkeep.com
One on one support session with a dedicated Evolv payroll and client-management expert12:30 PM - 1:00 PMLive onlyWindsor RoomPaymentEvolution
Come meet with Payworks!1:15 PM - 1:45 PMLive onlyWindsor RoomPayworks
Wagepoint Product Support Session1:15 PM - 1:45 PMLive onlyOttawa RoomWagepoint
Effective Use of Time Sheets: Discovering the Gold Within2:00 PM - 3:30 PMLive-streamedInternational Room - A 
Workshop - Preparing a Year End for the Accountant2:00 PM - 3:30 PMLive-streamedInternational Room - BC 
Unlock efficiency: How to scale your firm2:00 PM - 3:30 PMLive onlyMontreal RoomSage
How to Live Your Best Life Using Automation2:00 PM - 3:30 PMRecordedToronto RoomSynder
Break3:30 PM - 4:15 PM Plaza Room 
Ceridian Product Support Session3:40 PM - 4:10 PMLive onlyWindsor RoomCeridian
Keeper - an all-in-one app to streamline your close3:40 PM - 4:10 PMLive onlyHamilton RoomKeeper
Supercharge your bookkeeping with Xero3:40 PM - 4:10 PMLive onlyOttawa RoomXero
Optimizing your customer journey for ideal leads, satisfied clients and more referrals4:15 PM - 5:30 PMLive-streamedInternational Room - A 
The Evolution of Accounting: How AI is Transforming the Field4:15 PM - 5:30 PMLive-streamedInternational Room - BC 
How to manage a virtual bookkeeping firm in 20234:15 PM - 5:30 PMRecordedToronto Room 
Navigating Awkward Conversations4:15 PM - 5:30 PMLive onlyMontreal RoomPaymentEvolution
Thursday, September 21, 2023
Registration & Information7:00 AM - 5:30 PM International Room - Foyer 
Breakfast and Keynote: Leading the Way With AI7:30 AM - 9:00 AMLive-streamedInternational Room - BCSage
Leading the Way With AI (Keynote)7:30 AM - 9:00 AMLive-streamedInternational Room - BCSage
Break9:00 AM - 9:10 AM Plaza Room 
Dealing with Difficult People: The Seven Simple Steps to Success!9:10 AM - 10:25 AMLive-streamedInternational Room - BC 
So, You’re Interested in Bookkeeping for Nonprofits?9:10 AM - 10:25 AMLive-streamedInternational Room - A 
Holding the ‘Leadership Umbrella’ – What You Need to Know Today to Lead Tomorrow9:10 AM - 10:25 AMRecordedToronto Room 
Embracing the Now: Digital IDs & the Shift in Know Your Client (KYC) Compliance9:10 AM - 10:25 AMLive onlyMontreal RoomTelpay Incorporated
Break10:25 AM - 11:00 AM Plaza Room 
RBC PayEdge Product Support Session10:30 AM - 11:00 AMLive onlyWindsor RoomRBC PayEdge
Grow your bookkeeping practice with Sage for Accountants10:30 AM - 11:00 AMLive onlyOttawa RoomSage
Branding & Social Media 101 For Accounting Professionals11:00 AM - 12:15 PMLive-streamedInternational Room - BC 
Are you covered? How the CPB Canada Liability Insurance Program Protects You11:00 AM - 12:15 PMRecordedToronto Room 
Demystifying Taxable Benefits11:00 AM - 12:15 PMLive-streamedInternational Room - A 
Enable Engagement, Reinforce Culture, and Deliver Business Results through Human-Centric Leadership11:00 AM - 12:15 PMLive onlyMontreal RoomPayworks
Networking and Lunch on the Tradeshow Floor12:15 PM - 2:00 PM Plaza Room 
QuickBooks Advanced Demonstration12:30 PM - 1:00 PMLive onlyWindsor RoomIntuit
Product Support Session (BMS)12:30 PM - 1:00 PMLive onlyHamilton RoomBMS Canada Risk Services Ltd.
Zoho Product Support Session12:30 PM - 1:00 PMLive onlyOttawa RoomZoho Corporation
Come meet with Payworks!1:15 PM - 1:45 PMLive onlyOttawa RoomPayworks
Meet with Dext!1:15 PM - 1:45 PMLive onlyWindsor RoomDext
Desjardins Product Support Session1:15 PM - 1:45 PMLive onlyHamilton RoomDejardins
Payroll Issues and Updates 20232:00 PM - 3:30 PMLive-streamedInternational Room - BC 
Intro to Mental Fitness for Busy Professionals2:00 PM - 3:30 PMLive-streamedInternational Room - A 
Adding Value to Your Practice2:00 PM - 3:30 PMRecordedToronto RoomZoho Corporation
Xero-ing in on change - how to help others try new things2:00 PM - 3:30 PMLive onlyMontreal RoomXero Software (Canada) Ltd.
Break3:30 PM - 3:45 PM   
GST/HST Filing – Best Practices3:45 PM - 5:00 PMLive-streamedInternational Room - BC 
Dave’s 2023 Malware Update and Your Microsoft 365 Security Strategy3:45 PM - 5:00 PMLive-streamedInternational Room - A 
How to Tame your E-commerce Payment Gateways!3:45 PM - 5:00 PMRecordedToronto Room 
Leveraging technology to improve year-end compliance3:45 PM - 5:00 PMLive onlyMontreal RoomStamped AI
CPB Canada Social6:30 PM - 11:00 PMLive onlyInternational Room - BC 
Friday, September 22, 2023
Breakfast8:00 AM - 9:00 AM International Room - BC 
Registration & Information8:00 AM - 12:00 PM International Room - Foyer 
Managing Client Expectations9:00 AM - 10:15 AMLive-streamedInternational Room - BC 
Basic Blockchain Bookkeeping9:00 AM - 10:15 AMLive-streamedInternational Room - A 
GST/HST - Public Service Bodies’ (PSB) Rebate: Charities & Non-profit Organizations (NPOs)9:00 AM - 10:15 AMLive onlyToronto Room 
Payroll compliance: prepare for upcoming legislative changes9:00 AM - 10:15 AMLive onlyMontreal RoomCeridian
Break10:15 AM - 10:45 AM   
Ergonomic Products – Are they actually?11:00 AM - 12:15 PMLive-streamedInternational Room - A 
Goal setting for your Vision of the Future11:00 AM - 12:15 PMRecordedToronto Room 
The Raw Truth About Business Communication11:00 AM - 12:15 PMLive-streamedInternational Room - BC 
How to Attract and Delight Customers with Social Media11:00 AM - 12:15 PMLive onlyMontreal RoomRBC PayEdge (WayPay Inc.)
Closing Keynote & Awards Lunch12:15 PM - 2:30 PMLive-streamedInternational Room - BCZoho
Closing Awards (Keynote)12:15 PM - 2:30 PMLive-streamedInternational Room - BCZoho
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]