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 Calgary, AB (Mountain 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

Recorded

Available to in-person attendees only

Audio recording w/ presentation available on-demand

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

Pre-Conference Workshop

This interactive workshop introduces bookkeepers to practical, everyday uses of AI. Learn how to apply tools like ChatGPT and Claude to marketing, client advisory, onboarding, and operations. Work in small groups to create a ready-to-use asset for your practice and walk away with a toolkit to improve efficiency, client engagement, and confidence in using AI.

More Info

Additional Fees Apply

  

With Conference Registration

$199

Pre-Conference Workshop Only 

$249
Register Now!
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Name Virtual Access Sponsored By: More Info
1:00 PM - 4:00 PM
Pre-Con WorkshopLive only 
1:00 PM - 7:00 PM
Registration  
4:00 PM - 5:00 PM
First Timers Networking SessionLive only

5:00 PM - 7:00 PM
Opening Reception & TradeshowLive only 
Time Zone: (UTC-06:00) Mountain Time (US & Canada) [Change Time Zone]

Walking Tour 

Monday, September 8, 2025 |1:00 PM - 4:00 PM 

Join fellow attendees for a dynamic 6.5km walking tour and discover the Calgary Downtown Core!

More Information

Additional Fees Apply

  

"Downtown Calgary Walking Tour"

$35
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Name Speakers Virtual Access Sponsored By: More Info
8:00 AM - 8:45 AM
Breakfast   
8:00 AM - 5:00 PM
Registration & Information   
8:45 AM - 10:00 AM
Opening & KeynoteHamza KhanLive-streamed 
10:15 AM - 11:15 AM
Navigating Tough ConversationsMeghan Donohoe, Pebble
Alicia Wight		Live-streamed 
Building Your Cloud Firm to Scale or to SellDarryl Boyd, Poe Group AdvisorsLive-streamed 
Charting Your Course: Why Strategic Planning is Your Secret SuperpowerKristin Thompson, Envision Business ServicesRecorded 
Session TBD - Sponsored by Financial Cents Live only

11:00 AM - 4:30 PM
Exhibit Hall Open   
11:15 AM - 11:45 AM
Break   
11:45 AM - 12:15 PM
Product Support Session A Live only 
Product Support Session B Live only 
Product Support Session C Live only 
Product Support Session D Live only 
12:25 PM - 12:55 PM
Product Support Session E Live only 
Product Support Session F Live only 
Product Support Session G Live only 
Product Support Session H Live only 
1:00 PM - 2:30 PM
Networking and Lunch on the Tradeshow Floor   
2:30 PM - 3:45 PM
PANEL: Collaboration in Action: Achieving More Together in Your Bookkeeping Business with Peer SupportKimme Lafayette, Beyond Bookkeeping Business Services
Julie Matchett, JD Accounting Services Inc
Tracy Schneider, Trac-ee’s Bookkeeping Ltd
Stacy Stanley Young, Stanley Young Business Strategies Inc.		Live-streamed 
From Insight to Action: Crafting Growth Strategies with KPI DataTim Hayward, balncd Inc.Live-streamed 
Session TBD - Sponsored by Sage Recorded

AI Governance, Risk Management, Developing Policy and StrategyGrainne Grande, PayworksLive only

3:45 PM - 4:30 PM
Break   
4:30 PM - 5:30 PM
The Future of Bookkeeping Leadership: Building Teams That ThriveRobert Gauvreau, Gauvreau Accounting Tax Law AdvisoryLive-streamed 
Real Estate Bookkeeping Strategies: Navigating Complexities for Realtors and Property InvestorsSteve Tsonev, Finngo Bookkeeping and TaxLive-streamed 
Navigating Software, How to Detect and Resolve Errors with Confidence Rinette Lagace, NET Bookkeeping
Janet Shimizu, The Small Business Coach		Recorded 
Session TBD - Sponsored by Dayforce Live only

5:30 PM - 6:00 PM
Collaboration Corner   
Time Zone: (UTC-06:00) Mountain Time (US & Canada) [Change Time Zone]
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Name Speakers Virtual Access Sponsored By: More Info
8:00 AM - 9:00 AM
Breakfast   
8:00 AM - 10:00 AM
Breakfast & Plenary Live-streamed

8:00 AM - 5:00 PM
Registration & Information   
10:15 AM - 11:15 AM
Building a Remote Culture Through Human-Centric LeadershipJonathan Carter, KATA Accounting Solutions Professional CorporationLive-streamed 
Budgets, Bottom Lines + Bermuda TrianglesTaunya Woods Richardson, Nail The NumbersLive-streamed 
From Hello to Success: Effective Client Onboarding for Long-Term GrowthRachel Devine, On Track Bookkeeping Solutions LtdRecorded 
Session TBD - Sponsored by Xero Live only

11:00 AM - 2:30 PM
Exhibit Hall Open   
11:15 AM - 11:45 AM
Break   
11:45 AM - 12:15 PM
Product Support Session I Live only 
Product Support Session J Live only 
Product Support Session K Live only 
Product Support Session L Live only 
12:25 PM - 12:55 PM
Product Support Session M Live only 
Product Support Session N Live only 
Product Support Session O Live only 
Product Support Session P Live only 
1:00 PM - 2:30 PM
Networking and Lunch on the Tradeshow Floor   
2:30 PM - 3:45 PM
What Went Wrong? (A cautionary tale...)Heather Young, Young AssociatesLive-streamed 
PANEL: Confidence-Driven Pricing: Building Value, Client Trust, and Profitability in Your Bookkeeping PracticeTanya Hilts, Cloud Business Services Inc.
Kimme Lafayette, Beyond Bookkeeping Business Services		Live-streamed 
Session TBD - Sponsored by Zoho Recorded

Place of Supply – GST vs. HST (and which rate of HST)Michael Monk, Canada Revenue AgencyLive only 
3:45 PM - 4:00 PM
Break   
4:00 PM - 5:00 PM
Current and Emerging Issues in PayrollSteven Van Alstine, The National Payroll InstituteLive-streamed 
Beyond the Numbers: Cultivating Collaboration and Culture in Bookkeeping FirmsSiobhan Harrop-Scott, Harrop Scott & Associates Ltd.Live-streamed 
Lessons in Building a Loved BrandRodolfo Ferro Casagrande
Matt Urbanowski		Recorded 
Why Most Bookkeepers Will Still Be Broke in 5 YearsRichard Switzer, PaymentEvolutionLive only

6:30 PM - 11:00 PM
CPB Canada Awards Gala & Social   
Time Zone: (UTC-06:00) Mountain Time (US & Canada) [Change Time Zone]
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Name Speakers Virtual Access Sponsored By: More Info
8:00 AM - 1:30 PM
Registration & Information   
8:30 AM - 10:00 AM
Breakfast & Plenary Live-streamed

10:00 AM - 10:15 AM
Transition Time Live-streamed 
10:15 AM - 11:15 AM
Employment and Labour StandardsSteven Van Alstine, The National Payroll InstituteLive-streamed 
Protecting Your Biggest Asset - YOUMichelle Cooper, Alchemy Accounting & BookkeepingLive-streamed 
Recognizing the Signs: Determining When to Streamline Your Processes and ProceduresBonnie Jensen-Walker, Profits R 4 URecorded 
Session TBD - Sponsored by Dext Live only

11:15 AM - 11:30 AM
Transition Time   
11:30 AM - 12:30 PM
TBD Live-streamed 
Contingency Planning For Firm OwnersKellie Parks, Calmwaters Cloud AccountingLive-streamed 
Session TBD - Sponsored by Intuit Recorded

Stories We Work In: Using Narrative to Create Better Client ExperiencesPaul Vieira, TelpayLive only

12:45 PM - 3:00 PM
Lunch, AGM & Closing KeynoteAvery SwartzLive-streamed 
Time Zone: (UTC-06:00) Mountain Time (US & Canada) [Change Time Zone]

Draft program is subject to change without notice.