Speakers
Opening Keynote Speaker:

Dr. Miriam Kirmayer is a clinical psychologist and internationally renowned speaker whose research and insights are changing the way we connect, support, and show up for each other.
Closing Keynote Speaker:

Justin Kingsley’s vocation is to invent the best way of telling the right stories—as an author, strategist, creative director, and photographer.
Pre-Conference Workshop Speaker:

Daria Malin is the owner of Boost Strategic Coaching and the author of the book Hands-On Marketing: The Small Business Owner’s Guide to Advertising and Branding.
Session Speakers
Click on a Speaker's name or Session title to learn more!

Cheryl Baldwin
CPB
Chief Advisory Officer
balncd Inc.
Designing a Client Experience That Supports Advisory Relationships
CPB
Chief Advisory Officer
balncd Inc.
Designing a Client Experience That Supports Advisory Relationships

Sheila Baroro
CPA, CGA, PMP
Principal Consultant, Fractional Director of Finance
SMB Finance Consulting
Beyond the Books: How Bookkeepers Can Become Strategic, Trauma-Informed Finance Leaders in Nonprofits
CPA, CGA, PMP
Principal Consultant, Fractional Director of Finance
SMB Finance Consulting
Beyond the Books: How Bookkeepers Can Become Strategic, Trauma-Informed Finance Leaders in Nonprofits

Tammy Bauer
CPB
Bookkeeper
Because789 Bookkeeping
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
CPB
Bookkeeper
Because789 Bookkeeping
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Adam Blasco-Dowds
Senior Account Executive
Airwallex
Month-end in real-time: The Future is Agentic Finance Automation
Senior Account Executive
Airwallex
Month-end in real-time: The Future is Agentic Finance Automation

Steve Camilleri
CB, CPB
Goldblatt Partners LLP
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity
CB, CPB
Goldblatt Partners LLP
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity

Jonathan Carter
CPA, CMA, CPB
Principal Accountant
KATA Accounting Solutions Professional Corporation
Write-up Techniques
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next
CPA, CMA, CPB
Principal Accountant
KATA Accounting Solutions Professional Corporation
Write-up Techniques
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next

Leonardo Deornelas
Sales Manager
Telpay Inc.
The Language of Trust: How Bookkeepers Build Long-Term Client Relationships
Sales Manager
Telpay Inc.
The Language of Trust: How Bookkeepers Build Long-Term Client Relationships

Rachel Devine
CPB
Owner
On Track Bookkeeping Solutions Ltd
Taking Pride in Your Bookkeeping: Why Clean Files Matter
CPB
Owner
On Track Bookkeeping Solutions Ltd
Taking Pride in Your Bookkeeping: Why Clean Files Matter

Erika Dowell
CEO and Xero Ambassador
Signal Operations Inc.
What if; building blocks to start your continuity plan
CEO and Xero Ambassador
Signal Operations Inc.
What if; building blocks to start your continuity plan

Courtney Ewan Hancock
Founder / CEO
CCE Consulting
Automate With Intention: A Guide to Deciding Where It Fits in Your Firm
Founder / CEO
CCE Consulting
Automate With Intention: A Guide to Deciding Where It Fits in Your Firm

Karolina Francis
CPB
Business Consultant, Bookkeeper
KNF Unified Business Solutions
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity
CPB
Business Consultant, Bookkeeper
KNF Unified Business Solutions
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity

Garett Froese
PBA
Partner
ATMOS Financial Services Inc.
Scaling Up Without Selling Out: Real Lessons From Growing a Bookkeeping and Tax Team
PBA
Partner
ATMOS Financial Services Inc.
Scaling Up Without Selling Out: Real Lessons From Growing a Bookkeeping and Tax Team

Siobhan Harrop-Scott
CPB
Founder & Strategic Consultant
Harrop Scott & Associates Ltd.
Train to Retain: Building Profitable, Happy Bookkeeping Teams
CPB
Founder & Strategic Consultant
Harrop Scott & Associates Ltd.
Train to Retain: Building Profitable, Happy Bookkeeping Teams


Tanya Hilts
CPB, FCPB, CFCC, AIA, L5CA
Cloud Accounting Technology Specialist, CEO/Founder
Cloud Business Services Inc.
I Gave AI Three Jobs in My Firm. Here's What Happened.
CPB, FCPB, CFCC, AIA, L5CA
Cloud Accounting Technology Specialist, CEO/Founder
Cloud Business Services Inc.
I Gave AI Three Jobs in My Firm. Here's What Happened.

Warren Juteau-Peall
Operations and Compliance
Payment Evolution
Why Trust is the New Firm Growth Strategy
Operations and Compliance
Payment Evolution
Why Trust is the New Firm Growth Strategy

Justin Kingsley
Creative Strategist & Bestselling Author on Performance, Culture & Storytelling
Lunch, AGM & Closing Keynote: From Impossible to Unstoppable
Creative Strategist & Bestselling Author on Performance, Culture & Storytelling
Lunch, AGM & Closing Keynote: From Impossible to Unstoppable

Miriam Kirmayer
Clinical Psychologist & Pioneering Expert in the Field of Friendships & Connection
Breakfast, CPB Canada Welcome & Opening Keynote: Cultivate the Three Pillars of Connection
Clinical Psychologist & Pioneering Expert in the Field of Friendships & Connection
Breakfast, CPB Canada Welcome & Opening Keynote: Cultivate the Three Pillars of Connection

Tasha Klebe
CPA
Owner/CEO/Fractional CFO
Backroad Advisory Professional Corporation
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity
CPA
Owner/CEO/Fractional CFO
Backroad Advisory Professional Corporation
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity

Kimme Lafayette
CPB
Owner
Beyond Bookkeeping Business Services
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest
CPB
Owner
Beyond Bookkeeping Business Services
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest

Melissa Lenos
CPB, PCP
Director
King Business Solutions Inc.
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity
What if; building blocks to start your continuity plan
CPB, PCP
Director
King Business Solutions Inc.
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity
What if; building blocks to start your continuity plan


Nadine Niba
CPA, MBA
Alberta Market Leader for Risk Advisory
BDO Canada LLP
From Bookkeeper to Trusted Advisor: Building Client Confidence and Stronger Relationships
CPA, MBA
Alberta Market Leader for Risk Advisory
BDO Canada LLP
From Bookkeeper to Trusted Advisor: Building Client Confidence and Stronger Relationships

Kellie Parks
CPB
Owner
Calmwaters Cloud Accounting
Eight Essential Security Elements for Cloud Applications
CPB
Owner
Calmwaters Cloud Accounting
Eight Essential Security Elements for Cloud Applications

Crystal Ready
CPB
Director of Operations
Ready Books & Consulting Ltd
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next
CPB
Director of Operations
Ready Books & Consulting Ltd
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next

Shannon Richardson
Director, Performance Marketing
Sage Software
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next
Director, Performance Marketing
Sage Software
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes Next

Jordan Rodney
B.A., LL.B, MIR
VP HR Services & Legal Services
MaxPeople
Mastering the Bookends of Employment: Agreements and Terminations Explained
B.A., LL.B, MIR
VP HR Services & Legal Services
MaxPeople
Mastering the Bookends of Employment: Agreements and Terminations Explained


Shelley Rudiger
CPB, FCPB, DFA
Partner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest
CPB, FCPB, DFA
Partner
Trifold Bookkeeper Advisors
The Thoughtful Bookkeeper: Manual Foundations That Keep Software Honest

Joelle Sater
Engineering Specialist
Intuit QuickBooks
Using Data to Make Better Decisions: Two Ways to Grow Your Firm
Engineering Specialist
Intuit QuickBooks
Using Data to Make Better Decisions: Two Ways to Grow Your Firm

Tracy Schneider
CPB
Owner
Trac-ee’s Bookkeeping Ltd
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
CPB
Owner
Trac-ee’s Bookkeeping Ltd
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Andrew Seguin
CPB
Founder
Seguin Financial
Pricing That Actually Works (and How to Fix It When It Doesn’t)
CPB
Founder
Seguin Financial
Pricing That Actually Works (and How to Fix It When It Doesn’t)

Pamela Sheriff
Owner
Next Level Bookkeeping Inc
PANEL - Success, Growth & the Bookkeeping Business Lifecycle
Owner
Next Level Bookkeeping Inc
PANEL - Success, Growth & the Bookkeeping Business Lifecycle

Teresa Slack
CPB
Owner/Co-owner
Teresa Slack Consulting & The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence
CPB
Owner/Co-owner
Teresa Slack Consulting & The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence

Connie Smith
CPB
Co-founder
The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence
CPB
Co-founder
The E-commerce Training Academy
From Chaos to Clarity: Managing E-Commerce Payment Gateways with Confidence

Steve Smith
Senior Manager, Sales
Airwallex
Month-end in real-time: The Future is Agentic Finance Automation
Senior Manager, Sales
Airwallex
Month-end in real-time: The Future is Agentic Finance Automation

Kerry Smithies
CPA, CA
Owner / Founder
My Cloud Bookkeeping
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported Insights
CPA, CA
Owner / Founder
My Cloud Bookkeeping
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported Insights

Stacy Stanley Young
CPB
Owner/ Sr Bookkeeper
Stanley Young Business Strategies Inc.
From Data Entry to Diagnostic Thinking: Coaching File Review Judgment
CPB
Owner/ Sr Bookkeeper
Stanley Young Business Strategies Inc.
From Data Entry to Diagnostic Thinking: Coaching File Review Judgment


Steven Van Alstine
PLP, CAE
Vice President, Payroll Standards and Education
The National Payroll Institute
Payroll Issues and Compliance Updates 2026
Payroll at a Crossroads: What Bookkeepers Need to Know Now
PLP, CAE
Vice President, Payroll Standards and Education
The National Payroll Institute
Payroll Issues and Compliance Updates 2026
Payroll at a Crossroads: What Bookkeepers Need to Know Now

Amy Vetter
CPA, CGMA, CSP, RYT
CEO
The B3 Method Institute
Breakfast & Sponsored Plenary: Activating the Advisory Mindset
CPA, CGMA, CSP, RYT
CEO
The B3 Method Institute
Breakfast & Sponsored Plenary: Activating the Advisory Mindset




