Full Program

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

All times are listed in Eastern Daylight Time ("EDT").

Click on any session's title or the 'More info' icon to review session descriptions.

Virtual Access

Live Event

Post-Event

Live-streamed

Available to all in-person and virtual attendees

Video recording available on-demand, post event

Recorded

Available to in-person attendees only

Audio recording w/ presentation available on-demand, post event

Live only

Available to in-person attendees only

 

To view a list of sessions available during the Conference to 'Virtual Lite' participants,
select 'Filter By Virtual Access', then click 'Live-streamed'

Pre-Conference Session

1:00 PM - 4:00 PM

The Cashflow Canvas 2.0 Bootcamp

This may be the most fun your Founders will ever have with numbers. 

Additional Fees Apply

 

With Conference Registration - Member or Non-Member

$179

Pre-Conference Workshop Only - CPB Canada Members

$199

Pre-Conference Workshop Only - Non-Members

$229

Note: This session will be offered in-person only and will not be recorded.

Conference Sessions

Name Speakers Sponsored By: Virtual Access More Info
12:00 PM - 7:00 PM
Registration  
4:00 PM - 5:00 PM
First Timers Networking Session

Live only
5:00 PM - 7:00 PM
Opening Reception on Tradeshow Floor Live only
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
Name Speakers Track Tags CE Sponsored By: Virtual Access More Info
7:00 AM - 9:00 AM
Breakfast (7:00) Opening Remarks (7:30) Keynote (8:10)  1 Live-streamed
7:00 AM - 5:30 PM
Registration & Information     
9:00 AM - 9:10 AM
Break     
9:10 AM - 10:25 AM
How to grow your bookkeeping businessManaging BusinessOperating Small to Medium Businesses1.25 Live-streamed
Compliances of Payroll with New CorporationsManaging BookkeepingLegal & Compliance1.25 Live-streamed
A Practical Guide to Automating Your FirmManaging BusinessAccounting, Advisory & Reporting, Operating Small to Medium Businesses, Technology & Software1.25

Intuit logo

Recorded
Data Redundancy: Location, Location, LocationManaging BookkeepingBusiness Management, Legal & Compliance, Operating Small to Medium Businesses, Technology & Software, Workflows1.25

Live only
10:25 AM - 11:00 AM
Break     
10:30 AM - 11:00 AM
QuickBooks Migration DemonstrationProduct Support Session  

Intuit logo

Live only
Roundtable session - Roadmapping the Bookkeepers journey with Sage50Product Support Session  

Sage logo

Live only
Telpay Online – The Better Way to PayProduct Support Session  

telpay logo

Live only
11:00 AM - 12:15 PM
Should Your Client Incorporate? Things to ConsiderManaging BusinessBusiness Management1.25 Live-streamed
How to protect yourself from Revenue LeakageManaging BusinessOperating Small to Medium Businesses1.25 Live-streamed
Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online EcosystemManaging BookkeepingWorkflows1.25 Recorded
Payroll: Your Way. Why Flexible Payroll is the Future of BookkeepingManaging BookkeepingPayroll, Technology & Software1.25

Live only
12:15 PM - 2:00 PM
Networking and Lunch on the Tradeshow Floor     
12:30 PM - 1:00 PM
Product Support Session (Zoho)Product Support Session  

Zoho logo

Live only
Product Support Session (Bookkeep.com)Product Support Session  

bookkeep logo

Live only
One on one support session with a dedicated Evolv payroll and client-management expertProduct Support Session  

Live only
1:15 PM - 1:45 PM
Come meet with Payworks!Product Support Session  

Payworks logo

Live only
Wagepoint Product Support SessionProduct Support Session  

Wagepoint logo

Live only
2:00 PM - 3:30 PM
Effective Use of Time Sheets: Discovering the Gold WithinManaging BusinessOperating Small to Medium Businesses1.5 Live-streamed
Workshop - Preparing a Year End for the AccountantManaging BookkeepingAccounting, Advisory & Reporting1.5 Live-streamed
Unlock efficiency: How to scale your firmManaging BusinessAdvisory & Reporting, Business Management, Operating Small to Medium Businesses, Technology & Software, Workflows1.5

Live only
How to Live Your Best Life Using AutomationManaging BookkeepingOperating Small to Medium Businesses, Technology & Software, Workflows1.5

Recorded
3:30 PM - 4:15 PM
Break     
3:40 PM - 4:10 PM
Ceridian Product Support SessionProduct Support Session  

Ceridian logo

Live only
Keeper - an all-in-one app to streamline your closeProduct Support Session  

Keeper logo

Live only
Supercharge your bookkeeping with XeroProduct Support Session  

Xero logo

Live only
4:15 PM - 5:30 PM
Optimizing your customer journey for ideal leads, satisfied clients and more referralsManaging BusinessWorkflows1.25 Live-streamed
The Evolution of Accounting: How AI is Transforming the FieldManaging BusinessTechnology & Software1.25 Live-streamed
How to manage a virtual bookkeeping firm in 2023Managing BookkeepingOperating Small to Medium Businesses1.25 Recorded
Navigating Awkward ConversationsManaging BusinessBusiness Management, Communication, Ethics, Goal Setting, Leadership/Team Building1.25

Live only
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
Name Speakers Track Tags CE Sponsored By: Virtual Access More Info
7:00 AM - 5:30 PM
Registration & Information     
7:30 AM - 9:00 AM
Breakfast and Keynote: Leading the Way With AIManaging BookkeepingBusiness Management, Operating Small to Medium Businesses, Technology & Software 

Sage logo

Live-streamed
9:00 AM - 9:10 AM
Break     
9:10 AM - 10:25 AM
Dealing with Difficult People: The Seven Simple Steps to Success!Managing BusinessEthics1.25 Live-streamed
So, You’re Interested in Bookkeeping for Nonprofits?Managing BookkeepingBusiness Management1.25 Live-streamed
Holding the ‘Leadership Umbrella’ – What You Need to Know Today to Lead TomorrowManaging People/OrganizationLeadership/Team Building1.25 Recorded
Embracing the Now: Digital IDs & the Shift in Know Your Client (KYC) ComplianceManaging BusinessBusiness Management, Communication, Ethics, Legal & Compliance, Technology & Software1.25

Telpay logo

Live only
10:25 AM - 11:00 AM
Break     
10:30 AM - 11:00 AM
RBC PayEdge Product Support SessionProduct Support Session  

RBC PayEdge logo

Live only
Grow your bookkeeping practice with Sage for AccountantsProduct Support Session  

Sage logo

Live only
11:00 AM - 12:15 PM
Branding & Social Media 101 For Accounting ProfessionalsManaging BusinessCommunication1.25 Live-streamed
Are you covered? How the CPB Canada Liability Insurance Program Protects You  1.25 Recorded
Demystifying Taxable BenefitsManaging BookkeepingPayroll1.25 Live-streamed
Enable Engagement, Reinforce Culture, and Deliver Business Results through Human-Centric LeadershipManaging People/OrganizationLeadership/Team Building1.25

Payworks logo

Live only
12:15 PM - 2:00 PM
Networking and Lunch on the Tradeshow Floor     
12:30 PM - 1:00 PM
QuickBooks Advanced DemonstrationProduct Support Session  

Intuit logo

Live only
Product Support Session (BMS)Product Support Session  

Live only
Zoho Product Support SessionProduct Support Session  

Zoho logo

Live only
1:15 PM - 1:45 PM
Come meet with Payworks!Product Support Session  

Payworks logo

Live only
Meet with Dext!Product Support Session  

Live only
Desjardins Product Support SessionProduct Support Session  

Live only
2:00 PM - 3:30 PM
Payroll Issues and Updates 2023Managing BookkeepingPayroll1.5 Live-streamed
Intro to Mental Fitness for Busy ProfessionalsManaging People/OrganizationHealth & Wellness1.5 Live-streamed
Adding Value to Your PracticeManaging BookkeepingAccounting, Advisory & Reporting1.5

Zoho logo

Recorded
Xero-ing in on change - how to help others try new thingsManaging People/OrganizationBusiness Management, Communication, Goal Setting, Leadership/Team Building1.5

Xero logo

Live only
3:30 PM - 3:45 PM
Break     
3:45 PM - 5:00 PM
GST/HST Filing – Best PracticesManaging Bookkeeping 1.25 Live-streamed
Dave’s 2023 Malware Update and Your Microsoft 365 Security StrategyManaging BusinessTechnology & Software1.25 Live-streamed
How to Tame your E-commerce Payment Gateways!Managing BookkeepingTechnology & Software1.25 Recorded
Leveraging technology to improve year-end complianceManaging BusinessTechnology & Software1.25

Stamped logo

Live only
6:30 PM - 11:00 PM
CPB Canada Social    Live only
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
Name Speakers Track Tags CE Sponsored By: Virtual Access More Info
8:00 AM - 9:00 AM
Breakfast     
8:00 AM - 12:00 PM
Registration & Information     
9:00 AM - 10:15 AM
Managing Client ExpectationsManaging BusinessOperating Small to Medium Businesses1.25 Live-streamed
Basic Blockchain BookkeepingManaging BookkeepingTechnology & Software1.25 Live-streamed
GST/HST - Public Service Bodies’ (PSB) Rebate: Charities & Non-profit Organizations (NPOs)Managing BusinessTaxation1.25 Live only
Payroll compliance: prepare for upcoming legislative changesManaging BusinessLegal & Compliance, Operating Small to Medium Businesses, Payroll1.25

Ceridian logo

Live only
10:15 AM - 10:45 AM
Break     
11:00 AM - 12:15 PM
Ergonomic Products – Are they actually?Managing People/OrganizationHealth & Wellness1.25 Live-streamed
Goal setting for your Vision of the FutureManaging BusinessGoal Setting1.25 Recorded
The Raw Truth About Business CommunicationManaging People/OrganizationCommunication1.25 Live-streamed
How to Attract and Delight Customers with Social MediaManaging BusinessBusiness Management, Communication1.25

RBC PayEdge logo

Live only
12:15 PM - 2:30 PM
Closing Keynote & Awards Lunch  1

Zoho logo

Live-streamed
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]