Full Program

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

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

Get to Know Our Session Tracks

STRATEGY SUITE

For those building the business behind the books.

This track focuses on the strategic decisions that shape a bookkeeping firm’s future. Sessions explore growth, pricing, systems, leadership, and sustainability, helping owners and aspiring leaders make intentional choices that support profitability, capacity, and long‑term success.

IN THE BOOKS

For bookkeepers focused on technical excellence and professional judgment.

This track is dedicated to the day‑to‑day work of bookkeeping. Sessions cover clean files, manual foundations, payroll, write‑ups, complex transactions, and evolving best practices — all designed to strengthen accuracy, confidence, and pride in the work.

PEOPLE FIRST

For professionals who lead, support clients, and work with others.

Bookkeeping is people work. This track focuses on the human side of the profession, including coaching judgment, hiring and retention, leadership, communication, ethics, and personal development. Sessions support healthier teams, stronger client relationships, and sustainable careers.

Pre-Conference Workshop

1:00 PM - 4:00 PM

Amplify Your Value, Voice, and Connections to Elevate Your Firm 

For many accounting and bookkeeping professionals, the daily "grind" of billable hours often crowds out strategic growth. Building a resilient, profitable practice requires a shift in how you see your business—and your worth. 

More Info

Sponsored by:

Daria Malin
CEO and Lead Strategist, Boost Strategic Coaching

Read Bio
Additional Fees Apply  

With Conference Registration

$199

Pre-Conference Workshop Only

$249
Register Now!
Time Name Sponsored By: More Info
Tuesday, September 22, 2026
12:30 PM - 7:00 PMRegistration Open 
4:00 PM - 5:00 PMFirst Timer Networking Session

5:00 PM - 7:00 PMOpening Reception on Tradeshow Floor

Host Bar Sponsored By:

 

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Name Speakers Track Sponsored By: More Info
7:30 AM - 10:00 AM
Breakfast, CPB Canada Welcome & Opening Keynote: Cultivate the Three Pillars of ConnectionMiriam Kirmayer  
8:00 AM - 4:30 PM
Registration Open   
10:15 AM - 11:15 AM
PANEL - Success, Growth & the Bookkeeping Business LifecycleTammy Bauer, Because789 Bookkeeping
Cheryl North Johnson
Tracy Schneider, Trac-ee’s Bookkeeping Ltd
Pamela Sheriff, Next Level Bookkeeping Inc		The Strategy Suite 
Taking Pride in Your Bookkeeping: Why Clean Files MatterRachel Devine, On Track Bookkeeping Solutions LtdIn the Books 
From Data Entry to Diagnostic Thinking: Coaching File Review JudgmentKen Neuman, KSN Bookkeeping
Stacy Stanley Young, Stanley Young Business Strategies Inc.		People First 
Demystifying Advisory: Scaling Capability with Technology Managing Bookkeeping

11:15 AM - 11:45 AM
Break & Visit Exhibition Hall  

11:45 AM - 12:15 PM
Get Paid On Time. Your Clients Pay Anyone. Your Practice Earns More.  

Get more from Xero: The top features you need to know  

Product Support Session   
Financial Cents Deep Dive: AI, Month-End Close & Billing—Made for Canadian Firms  

1:45 PM - 2:45 PM
Pricing That Actually Works (and How to Fix It When It Doesn’t)Andrew Seguin, Seguin FinancialThe Strategy Suite 
The Thoughtful Bookkeeper: Manual Foundations That Keep Software HonestKimme Lafayette, Beyond Bookkeeping Business Services
Shelley Rudiger, Trifold Bookkeeper Advisors		In the Books 
From Bookkeeper to Trusted Advisor: Building Client Confidence and Stronger RelationshipsNadine Niba, BDO Canada LLPManaging Bookkeeping

Sponsored Session - Dext  

2:45 PM - 3:15 PM
Break & Visit Exhibition Hall   

3:15 PM - 3:45 PM
Product Support Session - Zoho  

Client Hub in Action: Automate the Work. Simplify the Communication. Keep Everyone Connected.  

Payroll, simplified: A live look inside Wagepoint  

Product Support Session - Chambers Plan  

3:45 PM - 4:00 PM
Break & Visit Exhibition Hall   

4:00 PM - 5:00 PM
Write-up TechniquesJonathan Carter, KATA Accounting Solutions Professional CorporationIn the Books 
Defining Moments: Thoughtful ChoicesJulie Ruben Rodney, MaxPeoplePeople First 
What Your Clients Don't Know Could Cost Them: Canada's 2026 HR Compliance WaveCindy TarasowManaging Bookkeeping

From Bookkeeper to Business Owner: Redefining Your Role as Your Firm EvolvesTim Hayward, balncd Inc.The Strategy Suite 
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Name Speakers Track Sponsored By: More Info
8:00 AM - 10:00 AM
Breakfast & Sponsored Plenary: AI in Practice: What Actually Works and What Comes NextShannon Richardson, Sage Software
Crystal Ready, Ready Books & Consulting Ltd
Jonathan Carter, KATA Accounting Solutions Professional Corporation
Tim Hayward, balncd Inc.		 

8:00 AM - 4:00 PM
Registration Open    
10:00 AM - 10:15 AM
Transition Time   
10:15 AM - 11:15 AM
Scaling Up Without Selling Out: Real Lessons From Growing a Bookkeeping and Tax TeamGarett Froese, ATMOS Financial Services Inc.The Strategy Suite 
From Chaos to Clarity: Managing E-Commerce Payment Gateways with ConfidenceTeresa Slack, Teresa Slack Consulting & The E-commerce Training Academy
Connie Smith, The E-commerce Training Academy		In the Books 
Mastering the Bookends of Employment: Agreements and Terminations ExplainedJordan Rodney, MaxPeoplePeople First 
The Language of Trust: How Bookkeepers Build Long-Term Client RelationshipsLeonardo Deornelas, Telpay Inc. 

11:00 AM - 1:45 PM
Exhibit Hall Open    
11:15 AM - 11:45 AM
Break & Visit Exhibition Hall   

11:45 AM - 12:15 PM
Product Support Session - Dext  

Sage 50 Unleashed: Smart Cloud Accounting & Automated Document Capture  

Grow. Strengthen. Partner with ADP: Flexible Ways to Grow Your Practice and Support Your Clients  

The Connected Payroll Workflow Your Practice Has Been Waiting For  

12:15 PM - 1:45 PM
Networking and Lunch on the Tradeshow Floor    
1:45 PM - 2:45 PM
PANEL: From Bookkeeper to CFO: Understanding the Path, the Work, and the Opportunity Karolina Francis, KNF Unified Business Solutions
Tasha Klebe, Backroad Advisory Professional Corporation
Melissa Lenos, King Business Solutions Inc.
Steve Camilleri, Goldblatt Partners LLP		  
Eight Essential Security Elements for Cloud ApplicationsKellie Parks, Calmwaters Cloud AccountingIn the Books 
CAS 4.0 or how I survived AIVal Steed, Zoho Corporation USA 

Why Trust is the New Firm Growth StrategyWarren Juteau-Peall, Payment EvolutionManaging Bookkeeping 
2:45 PM - 3:00 PM
Break & Transition Time   

3:00 PM - 3:30 PM
Hidden Gems & New Features: Get More from Your PaymentEvolution Payroll Platform, EVOLV  

Inside the Intuit Accountant Suite: A Live Demo  

Move beyond month-end with connected finance  

Product Support Session - TBD   
3:30 PM - 3:40 PM
Break & Transition Time   

3:40 PM - 4:40 PM
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported InsightsKerry Smithies, My Cloud BookkeepingThe Strategy Suite 
Hire Your Next Bookkeeping Superstar in 4 Hours (or Less)Juliet Aurora, AIS SolutionsPeople First 
Beyond the Books: How Bookkeepers Can Become Strategic, Trauma-Informed Finance Leaders in NonprofitsSheila Baroro, SMB Finance ConsultingIn the Books 
Month-end in real-time: The Future is Agentic Finance AutomationAdam Blasco-Dowds, Airwallex
Steve Smith, Airwallex		Managing Bookkeeping

6:00 PM - 11:00 PM
CPB Canada Awards Ceremony & Social  

CPB Canada Bookkeeping Excellence Awards Sponsored By:

2026 Gala Entertainment Sponsor

Program is subject to change without notice.