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

Opening Keynote Speaker - Shaun Boothe

Shaun Boothe is an award-winning hip-hop artist, TEDx speaker, and creator of ‘The Unauthorized Biography Series’. The Unauthorized Biography Series is a critically acclaimed musical project that celebrates the world’s greatest cultural icons through biographical rap songs – Repackaging History through Hip-Hop. Each chapter of the series captures the legacy of an influential iconic figure in a documentary-style music video. Icons featured in the series include Bob Marley, Muhammad Ali, Malala Yousafzai, Terry Fox, Dr. Martin Luther King, Jr., Oprah Winfrey, Barack Obama, and more.

After spending 10+ years in the music industry, sharing stages with the likes of Snoop Dogg, Lauryn Hill, and Kendrick Lamar, a search for a more purposeful path led Shaun to the lecture circuit. It was here where he discovered how his Unauthorized Biography Series, combined with his passion for speaking, could be used as a powerful tool to both entertain and inspire others to achieve their own greatness. A few short years later, this new direction has grown into a thriving international career as an inspirational speaker and performing artist in middle schools, high schools, college campuses, corporations, associations, and performing arts centers alike.
Shaun Boothe

Closing Keynote Speaker - Val Steed

Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA). Val was an active member of the Sigma Chi fraternity where he served as Treasurer. After college, he worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for twelve years and was a shareholder for six years before leaving to start K2 Enterprises. Currently, Val is the Director Accountants for Zoho Corporation. He has twelve years’ experience in public practice and has been involved with the accounting technology industry since 1985.
Val Steed
Leigh Lauwaert
Leigh Lauwaert
HR à la carte
Senior HR Consultant
The Raw Truth About Business Communication

Leigh has been an HR Consultant with HR à la carte since 2019. During her time there, she has worked closely with several small to medium size businesses in various industries, helping them align their people strategies to desired business outcomes.

Before joining HR à la carte, Leigh spent 13 years at TD Bank Financial Group in progressive Human Resources roles, supporting a wide range of business groups such as TD Insurance, Business Banking, Financial Crimes and Fraud Management, Strategic Sourcing, Enterprise Real Estate, and Treasury. Leigh began her career establishing the Human Resources function for a small software consulting firm, with offices in both the US and Canada.

Leigh is known as a strategic Human Resources professional and business partner with the ability to develop strong working relationships and proactively identify and act upon a business’s unique Human Resources needs. She has extensive experience in organizational design, performance management, talent acquisition, employee engagement and employee relations.

Leigh has a Bachelor’s degree in Psychology and Health from Queen’s University and a post-graduate certificate in Human Resources Management from Humber College. Leigh is a member of the Human Resources Professional Association and holds the Certified Human Resources Leader designation. She also has a certificate in Advanced Dispute Resolution from the University of Windsor’s Department of Law.

Melissa Lenos
Melissa Lenos
King Business Solutions Inc.
Workshop - Preparing a Year End for the Accountant
Xero-ing in on change - how to help others try new things

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 and Virtual CFO. In 2022 we grew some more adding a partnership and now doing corporate, personal income taxes, tax planning and so much more. With these additions we also re-branded to King Business Solutions & KBS Accounting.

I am very proud of the growth at KBS as well as the personal growth I have had over the years. We are now 13 professional 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 Vice Chair

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

Michael Lewis
Michael Lewis
Michael Lewis Training, Motivation And Development
Managing Director
Dealing with Difficult People: The Seven Simple Steps to Success!

Michael Lewis is Managing Director of Michael Lewis Training, Motivation and Development, a London, Ontario-based training and development firm that was founded in 1994 and specializes in developing and delivering personal and professional development presentations, seminars, webinars, workshops, and teambuilding facilitation to a wide range of clients. Born in 1961, he graduated from the University of Western Ontario with a B.A. in 1983, began a career in training in the corporate world, and eventually started his own training and development firm.

Michael Lewis is a very experienced and popular speaker and trainer. As of Jan 2023, he has spoken and/or presented workshops, seminars, webinars, and team-building sessions almost 6100 times in 403 different communities across Ontario. And like so many speakers and trainers, he has pivoted to delivering live and recorded webinars and virtual presentations. He has spoken and presented seminars and workshops to countless accounting professionals over the past 30 years at CPA Ontario as well as extensively to the business community. Ethics is a passion and topic he personally loves to discuss and present.

Allan Loiselle
Allan Loiselle
Allan Loiselle
Should Your Client Incorporate? Things to Consider

The bio on your website is great.

Natalie Marshik
Natalie Marshik
Chickadee Nonprofit Solutions, Inc.
Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online Ecosystem

Natalie Marshik, CPB, is a certified nonprofit accounting professional (CNAP) with a passion for nature and the arts. Nat founded her bookkeeping practice, Chickadee Bookkeeping, out of a belief that strong financial systems are vital in our work toward a more equitable, sustainable, and creative future.

She works with non-profits and charities across BC, with a particular focus on arts and environmental organizations. When not immersed in spreadsheets, Nat enjoys screenwriting, bird watching, and practicing dog agility with her energetic Schipperke.

Julie Matchett
Julie Matchett
JD Accounting Services Inc
Goal setting for your Vision of the Future

I am a Certified Professional Bookkeeper, Payroll Compliance Professional and Quickbooks Proadvisor. I am a mother of two boys and a 5 time Provincial Qualifier for the Karaoke World Championships. I work with small and medium size companies with bookkeeping, tax preparation and payroll. I specialize in food services, retail, ecommerce and construction.

Kellie McClintock
Kellie McClintock
Calmwaters Cloud Accounting
Data Redundancy: Location, Location, Location
Branding & Social Media 101 For Accounting Professionals

Kellie is a relentless organizer and believes cloud financial technology is key to organization.

She is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for her own business in 2009 using Freshbooks for invoicing. And then QBO in 2012, as soon as it came to Canada and happily migrated all of her clients to it.

Kellie loves introducing QBO and the app partner programs to accountants and their clients. She now spends much of her day educating Accounting Firms and SMBs but loves keeping her head firmly in her bookkeeping client's day-to-day accounting needs as well. Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for most of the winter and maintain her coaching and bookkeeping business seamlessly.

Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation).

She is an avid runner, water & snow skier, and live music fan.

Kellie is a proud member of the Intuit International Trainer Writer Network and the FreshBooks Accountant Council.

Deb McGarva
Deb McGarva
RSM Canada
Manager, FAO Consulting
Compliances of Payroll with New Corporations

Summary of experience

Deb has more than 25 years of experience in bookkeeping and an in-depth knowledge of Canadian payroll. She supervises a number of client bookkeeping systems and functions as well as overseeing their payroll and compliance obligations. Her clients look to her and rely on her expertise to assist them with recordkeeping and payroll needs.

Professional affiliations and credentials

National Payroll Institute – member

National Payroll Institute – PCP designation

Certified Professional Bookkeepers of Canada – member

Certified Professional Bookkeeper – CPB designation

Matt McGuire
Matt McGuire
The AML Shop
Practice Leader
Embracing the Now: Digital IDs & the Shift in Know Your Client (KYC) Compliance

Matt is an internationally recognized expert in anti-money laundering, counter-terrorist financing and sanctions compliance, and leads the advisory practice team at The AML Shop. He has been assisting governments and financial services companies to assess and reduce financial crime and related regulatory risks for fifteen years.

Matt is a Chartered Professional Accountant and has been inducted as a Fellow of CPA Ontario, is certified as an Anti-Money Laundering Specialist and Certified Cryptocurrency Investigator, and accredited as an Anti-Money Laundering Professional, and Certified in Financial Forensics.

Matthew has been qualified as an expert witness in forensic accounting and money laundering, has testified before Senate committees, Parliamentary Committees and the Cullen Commission of Inquiry into money laundering.

Dustin Meneses
Dustin Meneses
Navigating Awkward Conversations

Dustin, currently the director of customer success and sales at PayeEvo, has 20 years of experience in sales and customer success in the financial technology sector, with 12 years specifically helping bookkeepers and the accounting industry. Dustin and his team currently helps bookkeepers to use the right tools for increased profitability in their practice. Dustin is passionate about coaching professionals (bookkeepers like you) in articulating their value, navigating awkward conversations and building/implementing a sales playbook.

In his off time, Dustin loves to play golf, travel with his family and volunteer in his community.

Stephanie Mongrain
Stephanie Mongrain
Director Customer Support
Payroll compliance: prepare for upcoming legislative changes

Stephanie Mongrain is a payroll and human resources professional with more than 24 years of experience across all industries, provinces/territories, and organizational structures, specifically focusing on companies with up to 2,000 employees.
Stephanie holds a Bachelor of Commerce with a concentration in Accounting from the University of Calgary, the National Payroll Institute’s (NPI) Payroll Leadership Professional (PLP) designation, and the Chartered Professional in Human Resources (CPHR) designation from CPHR Alberta. As an Educator for the National Payroll Institute, Stephanie instructed courses in the Payroll Compliance Professional and Payroll Leadership Professional programs at Mount Royal University from 2008-2016 and has supported online learning with NPI for Ceridian employees since 2016.

Michael Monk
Michael Monk
Canada Revenue Agency
National GST/HST Presenter
GST/HST - Public Service Bodies’ (PSB) Rebate: Charities & Non-profit Organizations (NPOs)

Michael Monk has been an employee of Canada Revenue Agency (CRA) for more than 30 years. During that time he has worked extensively with GST/HST. Michael spent 10 years with GST/HST Rulings in the Legislative Policy and Regulatory Affairs Branch and several more years in Compliance Programs Branch. He has had several roles in CRA’s Headquarters (HQ), Regional and Tax Services Offices. Michael has also spent several years as a CRA Facilitator, teaching various GST/HST legislation courses to CRA staff.

Michael currently works in Headquarters, GST/HST Directorate, where he has managed CRA’s national GST/HST Presentations and Outreach for the last 5 years. Michael has many years experience working with GST/HST issues in the public sectors. He has participated in several Conferences, preparing and delivering GST/HST presentations to accounting and industry associations.

Michael has volunteered with several community groups over the years, including serving on the Board of Directors for a large national charity and serving on CRA’s Employee Assistance Program.

Lynne Moore
Lynne Moore
LAM Consulting Inc.
GST/HST Filing – Best Practices

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.

Steven Pitucci
Steven Pitucci
Co-Founder | Educator
How to manage a virtual bookkeeping firm in 2023

Steven is the Co-Founder of Firmvestor.com, Canada’s first online marketplace for accountants to buy and sell clients. Prior to starting Firmvestor in 2023, Steven spent the majority of his career owning and managing two Canadian cloud-based public accounting firms, both of which heavily encompassed bookkeeping services. Through his entrepreneurial journey, Steven discovered practices that work (and practices that don’t work!) when it comes to remote firm management and he takes pride in educating others on his past successes and failures. Steven also actively produces online tax education content for bookkeepers, accountants and lawyers across Canada.

Tara Scullion
Tara Scullion
BMS Canada Risk Services Ltd.
Associate Director
Are you covered? How the CPB Canada Liability Insurance Program Protects You

Tara is a registered insurance broker at BMS Canada, a specialist broker that provides insurance coverage and risk management services to over 500,000 professionals across Canada and globally. Working collaboratively with legal, and insurance partners, Tara and the BMS team evaluate the risk exposures specific to bookkeepers and ensure that CPB Canada members have access to market-leading coverage to address your practice risk.

Andrew Seguin
Andrew Seguin
Seguin Financial
How to grow your bookkeeping business

Andrew Seguin is the Founder of Seguin Financial, a Cornwall, ON-based bookkeeping and tax firm. Since its inception in January 2018, the firm has grown into a team of 8 experts serving clients nationwide, with a strong focus on Ontario. Recognizing the significance of scalability and client value, Andrew adeptly harnessed cloud solutions, integrating premier software like QuickBooks Online, Dext, Plooto, Bookkeep, and more. His leadership garnered community acclaim through various business awards, and he's empowered business owners through 20+ workshops and 60+ webinars, infusing high energy and unique perspectives.

Teresa Slack
Teresa Slack
Financly Inc
How to Tame your E-commerce Payment Gateways!

Teresa offers her clients the benefit of 35 years of experience in accounting. She is not only knowledgeable in bookkeeping, but in accounting and system set up, business management, sales and marketing, customer service, staff training, policy and procedure, staff leadership and mentor-ship. Teresa has a passion for Shopify and Amazon Accounting and loves to help business owners and the accounting professionals that love them solve their Shopify and Amazon Accounting headaches. E-Commerce Bookkeeping is complex, Teresa teaches how to make it easier! With such a well-rounded business skill set, Teresa can help clients with more than just their bookkeeping but can consult on their business operation as a whole.

Ilana Stern
Ilana Stern
Certified Human Resource Leader (CHRL)
HR Advisory Services & Training
Holding the ‘Leadership Umbrella’ – What You Need to Know Today to Lead Tomorrow

Ilana Stern is the Director, HR Advisory Services & Training at MaxPeople - a consulting firm specializing in HR Services, Training and Employment Law. A true extrovert, Ilana has always loved being around and helping people which is why she was drawn to a career in the Human Resources field.

As someone who cares deeply about having an impact on people’s work lives, she is passionate about employee relations, training, development and leading complex workplace investigations. She is very practical and known to her clients and colleagues for being a problem solver.

Prior to joining MaxPeople more than 7 years ago, Ilana gained broad HR experience over several years working in manufacturing, not-for-profit and retail industries. She has led training programs for employees of all levels as well as delivered keynote addresses on a variety of topics. An engaging facilitator, she enjoys interacting with participants while also passing on her knowledge and tips. Ilana has written extensive course materials for clients and is highly adept at using assessments such as MBTI to add value for those she works with.

Ilana obtained a B.A. from York University, after which she earned a post-graduate Certificate in Human Resources Management from Seneca College. Ilana is also a Certified Human Resource Leader (CHRL) candidate with the Human Resources Professional Association.

Ilana wholeheartedly believes in the MaxPeople mission and loves the consulting aspect of her role as it gives her the ability to truly have an impact with her clients. She is energetic and dedicated with a strong focus on cultivating deep relationships while implementing practical business solutions that contribute to organizational growth and success.

Jean-Guy Talbot
Jean-Guy Talbot
ReveNew Practice Management
Founder & CEO
Effective Use of Time Sheets: Discovering the Gold Within

Jean-Guy believes that happiness is a choice you make every morning. He inspires those around him by living these types of insights, and clients and colleagues across North America consider him a friend and a mentor. Born and raised on a mixed farm, Jean-Guy learned at a very young age to feed the chickens, milk cows, clean the pigpen by hand and to NEVER stand behind a coughing cow. Starting his accounting career in 1983, he worked in public practice for several years before founding Talbot and Associates on a part time basis in 1987. Growing the practice from a one-person operation in his basement to over 70 staff in 8 locations across Manitoba, he has devoted a tremendous amount of time and energy to research the secrets of operating a better practice. He is now mentoring other accountants & bookkeepers on the path of success. In 2016 Jean-Guy was formally recognized by his peers for having rendered exceptional services to the profession and received the title of fellow CPA (FCPA).

Leena Thampan
Leena Thampan
Chief Product Officer
Payroll: Your Way. Why Flexible Payroll is the Future of Bookkeeping

Payroll: Your Way. Why flexible Payroll is the Future of Bookkeeping.

Leena Thampan, Chief Product Officer, Wagepoint

We can all agree that payroll should not be “cookie cutter”! No small business is alike.
Bookkeeping and accounting professionals serve a variety of amazing clients, in various industries. Employers have a wide range of needs based on how they do business. Employees work different jobs, in different locations at different rates...so a one-size-fits-all approach to payroll isn’t going to cut it.

In this new world that embraces diversity, equity and inclusion, professionals like yourselves require the ability to serve clients (and their employees) more efficiently, with a focus on personalization, customization and flexibility. Since 2012, Wagepoint has learned that customizing user experiences is very important to customer success, and we have baked this belief into our new payroll product.

In this session, Wagepoint’s Chief Product Officer, Leena Thampan, will discuss how the payroll industry is changing and how the bookkeeping and accounting community can personalize the payroll experience to make it juuuuuuuust right for each client.

Whether you’re already a Wagepoint customer eager to learn about the new upgrades in our software, or thinking about growing your client base with payroll for the first time, this session will show you how to stand out through the power of customizable payroll, and more.

Check out this session to learn about:

Why customizing the user experience is the future of payroll.
Why new payroll technology is integral to scaling your practice.
How new payroll technology supports compliance and reduces errors.
Plus, a sneak peak of how Wagepoint 2.0 can solve it all!

We hope to see you there.