Full Program

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

Times are local to Winnipeg, MB (Central Time). Update the schedule to reflect your local time zone by clicking 'Change Time Zone' at the bottom of this page.

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'

Conference Sessions

Pre Conference Session

1:00-4:00

Output Optimization:
Time Mastery Tools for Bookkeepers

In this dynamic 3-hour pre-conference workshop, we will explore the key pillars crucial for the success of bookkeepers: Executive Mindset, Time Management, The Implementation Formula, and Accountability.

More Info

Additional Fees Apply

  

With Conference Registration

$179

Pre-Conference Workshop Only 

$199
Register Now!
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Name Virtual Access Sponsored By: More Info
9:00 AM - 12:00 PM
"Bites & Sites of Winnipeg” Walking Tour 2  
12:00 PM - 7:00 PM
Registration  
4:00 PM - 5:00 PM
First Timers Networking SessionLive only

Xero logo

5:00 PM - 7:00 PM
Opening Reception & TradeshowLive only 
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Walking Tour 

Monday, September 9, 2024 |1:00 PM - 4:00 PM - SOLD OUT!

SECOND TOUR ADDED!
Tuesday, September 10, 2024 | 9:00 AM - 12:00 PM

Join CPB Canada member Bea Dabrowski for a dynamic 6.5km walking tour and discover the most historic sites in the city!

More Information

Additional Fees Apply

  

"Bites & Sites of Winnipeg"

$25
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Name Speakers Virtual Access Sponsored By: More Info
7:00 AM - 8:00 AM
Breakfast   
7:00 AM - 5:30 PM
Registration & Information   
7:30 AM - 9:00 AM
Opening & Keynote - Leadership Passport: Building Better Relationships with Anyone, AnywhereShane FeldmanLive-streamed 
9:10 AM - 10:25 AM
How to Fully Embrace AI in Your BusinessColin Sprake, Make Your Mark Training and ConsultingLive-streamed 
Elevating Your Client Experience: Strategies for SuccessAshley-Anne Schmidt, Ashley-Anne & Co.Live-streamed 
How to Choose the Right Integration App for Your E-Commerce ClientsTeresa Slack, Financly IncRecorded 
Attract and Retain: Growing your business from the inside outStephanie Mongrain, Dayforce HCMLive only

Dayforce logo

10:25 AM - 11:00 AM
Break   
10:25 AM - 5:00 PM
Exhibit Hall Open   
10:30 AM - 11:00 AM
Intro to Pro Tax Live only

Intuit logo

Wagepoint Presents: Get to Know 2.0 Live only

Wagepoint Logo

You asked, we listened: Multi-Account Sign-On is here! Live only

Payworks Logo

11:00 AM - 12:15 PM
How to Network as an IntrovertJulie Matchett, JD Accounting Services IncLive-streamed 
Multi Currency BookkeepingRachel Fisch, RealtyTax & DextLive-streamed 
Navigating Success: Strategic Planning and KPI Mastery for BookkeepersTim Hayward, balncd Inc.Recorded 
Bookkeeping and BRAIN-Storming! The science of changeSarah Baldeo, IDQ Advisory GroupLive only

Sage logo

12:15 PM - 2:00 PM
Networking and Lunch on the Tradeshow Floor   
12:30 PM - 1:00 PM
Explore Dext’s latest: Updates, releases, and Q&A Live only

Dext Logo

ZOHO Product Demo / Support Q&A Live only

Zoho Logo

Keeper Demo Live only

Keeper Logo

1:15 PM - 1:45 PM
ZOHO Product Demo / Support Q&A Live only

Zoho Logo

What's New in Telpay Online: Exciting Updates You Need to Know! Live only

Telpay Logo

Dayforce Powerpay Demo: Simplify your HR processes and pay your people on time Live only

Dayforce logo

2:00 PM - 3:30 PM
Building a Better BusinessJordan Labelle, Evergreen Growth CollectiveLive-streamed 
Innovation Meets Integrity: Charting the Future of Today's Professional Bookkeeper (PANEL DISCUSSION)Sherri-Lee Mathers, Balsam Way
Patrick McNamara, Lime Bookkeeping Inc.
Stacy Stanley Young, Stanley Young Business Strategies Inc.
Tanya Hilts, Cloud Business Services Inc.		Live-streamed 
Let's talk about Ethics for Bookkeepers: A Fireside ChatRick Johal, CPB Canada (Certified Professional Bookkeepers of Canada)
Tracy Lampron, Tracy Lampron
Melissa Lenos, King Business Solutions Inc.
Heather Young, Young Associates		Recorded 
Unlocking the Power of DEIB: The ROIs (Return on Intangibles)Charli Champagne, PayworksLive only

Payworks logo

3:30 PM - 4:15 PM
Break   
3:40 PM - 4:10 PM
Simplify Payroll and HR with Sage Live only

Sage Logo

Rippling - All-in-one Payroll, HCM, & Spend Management Platform Live only

Rippling Logo

ZOHO Product Demo / Support Q&A Live only

Zoho Logo

4:15 PM - 5:30 PM
The Raw Truth About CommunicationKimme Lafayette, Beyond Bookkeeping Business Services
Jonathan Carter, KATA Accounting Solutions Professional Corporation
Matthew Sciangula, HRMATTERS! Inc.		Live-streamed 
From One To ManyMichelle Cooper, Alchemy Accounting & BookkeepingLive-streamed 
Mastering Crucial ConversationsDustin Meneses, PaymentEvolutionRecorded

PayEvo logo

Maximizing Firm Efficiency with Automation ToolsSteve Bercovici, Float
David Klomfass, Float Financial		Live only

Float logo

5:30 PM - 6:00 PM
Collaboration Corner   
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]
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Name Speakers Virtual Access Sponsored By: More Info
7:00 AM - 8:00 AM
Breakfast   
7:00 AM - 5:30 PM
Registration & Information   
7:30 AM - 9:00 AM
Remarks & Plenary: Finding Your Big Work EnergyJane Helbrecht, Uplift EngagementLive-streamed

Payworks logo

9:10 AM - 10:25 AM
Efficiency Empowerment - Learn to Manage Your Schedule With a New Focus on Creating Time Efficiencies, Rather Than Wishing You Had More TimeJan Vilaca, Create Your Virtual Influence Boutique Coaching & ConsultingLive-streamed 
Sleep Hacks for Busy Bookkeepers: Balancing Work and Well-beingAnnika Carroll, Annika Carroll ConsultingLive-streamed 
Bookkeeping Round Table DiscussionCheryl Baldwin, Intrinsic Bookkeeping & Business Solutions
Dawn Ross, All Tasks Services Ltd.		Live only 
Xero-ing in on Your Bookkeeping SoftwareMelissa Lenos, King Business Solutions Inc.
Erika Dowell, Signal Operations Inc.		Live only

Xero logo

10:25 AM - 11:00 AM
Break   
10:25 AM - 2:30 PM
Exhibit Hall Open   
10:30 AM - 11:00 AM
Maximize the value you get out of Xero Live only

Xero Logo

Boost your Efficiency with QuickBooks Online Advanced Live only

Intuit logo

You asked, we listened: Multi-Account Sign-On is here! Live only

Payworks Logo

11:00 AM - 12:15 PM
E-Commerce in Disguise: Tackling Hidden Digital Elements in Traditional Business ModelsSherri-Lee Mathers, Balsam WayLive-streamed 
Keeping Hope Alive: Your Organization Vs. Cyber CriminalsIan Trump, Octopi Managed Services IncRecorded 
Providing Exceptional Client Services While Managing Boundaries: Leveraging Technology Without Losing Your Human TouchKellie Parks, Calmwaters Cloud AccountingLive-streamed 
Is Consolidation Here to Stay? The Future Of Automation & Systems Consolidation in HR, Spend Management, and PayrollMarlon Daniels, Rippling
Matt Hicks, Rippling		Live only

Rippling logo

12:15 PM - 2:00 PM
Networking and Lunch on the Tradeshow Floor   
1:15 PM - 1:45 PM
Float: The All-in-One Business Spending Platform Live only

Float Logo

PaymentEvolution Payroll & Client Management Q&A Live only

Payment Evolution Logo

Rediscover Ease and Automation with Sage Accounting Live only

Sage Logo

2:00 PM - 3:30 PM
Offshore Bookkeepers: The Good, the Bad, and What you Need to Know (PANEL)Kimme Lafayette, Beyond Bookkeeping Business Services
Jonathan Carter, KATA Accounting Solutions Professional Corporation
Tim Hayward, balncd Inc.
Stacy Stanley Young, Stanley Young Business Strategies Inc.		Live-streamed 
Payroll Issues and Updates 2024Steven Van Alstine, The National Payroll InstituteLive-streamed 
Empowering Accounting with ChatGPT: Efficiency, Insight, Innovation, and EthicsTanya Hilts, Cloud Business Services Inc.Recorded 
Cash Flow Forecasting & Analytics or How To Gain a Client for LifeVal Steed, Zoho CorporationLive only

Zoho logo

3:30 PM - 3:45 PM
Break   
3:45 PM - 5:00 PM
Microsoft 365 Business Suite: Streamline Your Workflows and Automate Your Business ProcessesCathy Badry, CSB Creative Business SolutionsLive-streamed 
Stopping the Chase - How to Change Client BehaviorJudie McCarthy, Client HubLive-streamed 
From Operations to Exit: Building a Valuable Bookkeeping FirmDarryl Boyd, Poe Group AdvisorsRecorded

Intuit logo

How to get clients to give you what you needAndy Culley, Keeper
Ryan Quill, Keeper		Live only

Keeper logo

6:00 PM - 11:30 PM
CPB Canada Awards Gala & Social   
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]
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Name Speakers Virtual Access Sponsored By: More Info
7:30 AM - 8:30 AM
Breakfast   
7:30 AM - 12:30 PM
Registration & Information   
8:30 AM - 9:45 AM
How to Create Compelling Social Media Pieces That Practically Sell ThemselvesJulia Katsivo Carter, Successful & Smart Business CoachingLive-streamed 
Introduction to Job Costing and Cost AccountingKarolina Francis, KNF Unified Business SolutionsLive-streamed 
Building a Happy, Productive, and Cohesive Remote-First TeamGarett Froese, ATMOS Financial Services Inc.Recorded 
Fraud Prevention: Strategies for Bookkeepers to Safeguard Against APP FraudLeigh Day, Yoti
David Stewart, Deloitte
John Zajic, Telpay Inc		Live only

Telpay logo

9:45 AM - 9:55 AM
Break   
9:55 AM - 10:55 AM
Plenary: NAKED Networking®Kari Mirabal, JuMar ServicesLive-streamed

Zoho logo

11:00 AM - 12:15 PM
The Importance of Payroll Reconciliation and Balancing: Avoiding the PIERSteven Van Alstine, The National Payroll InstituteLive-streamed 
The Bilingual Bookkeeper: Learn How to Speak Fluent Non-Profit!Heather Young, Young AssociatesLive-streamed 
How to Avoid Shiny Object Syndrome: Smart Tech Choices for Sustainable SuccessRachel Fisch, RealtyTax & Dext
Tanya Hilts, Cloud Business Services Inc.
Sandra Byers, Cloud Business Services Inc.		Recorded

Making Your Workflow App Work For You: Choosing a practice management app and setting it up for efficiency.Kellie Parks, Calmwaters Cloud AccountingLive only

Financial Cents

12:30 PM - 2:30 PM
Lunch, AGM & Closing KeynoteAllan KehlerLive-streamed 
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Draft program is subject to change without notice.