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 Montreal, QC (Eastern Standard 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.

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

Workshop Title

Workshop info

More Info

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!
Login & Add to Existing Registration
Name Sponsored By: More Info
Tuesday, September 22, 2026
Registration Open 
Opening Reception on Tradeshow Floor 
Toggle filters
Name Speakers Track Sponsored By: More Info
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 
Sponsored Session - Wagepoint  

11:15 AM - 11:45 AM
Break & Visit Exhibition Hall   
11:45 AM - 12:15 PM
Product Support Session - Telpay   
Product Support Session - Xero   
Product Support Session - Plooto   
Product Support Session - Financial Cents   
1:45 PM - 2:45 PM
What Actually Goes Wrong When You Scale a “Successful” FirmMelisa Gaetani, Tino-Gaetani & Carusi CPA'sPeople First 
The Thoughtful Bookkeeper: Manual Foundations That Keep Software HonestKimme Lafayette, Trifold Bookkeeper Advisors
Shelley Rudiger, Trifold Bookkeeper Advisors		In the Books 
Sponsored Session - Sage  

The Remote Bookkeeper's Playbook: 3 Keys to Running a Flexible, Scalable Practice  

2:45 PM - 3:15 PM
Break & Visit Exhibition Hall    
3:15 PM - 3:45 PM
Product Support Session - Zoho  

Product Support Session - Client Hub  

Product Support Session - Wagepoint  

Product Support Session   
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 
Sponsored Session - Payworks  

From Technician to Business Builder: The Real Shift Towards Growth and ScaleRobert Gauvreau, Gauvreau Accounting Tax Law AdvisoryThe Strategy Suite 
Toggle filters
Name Speakers Track Sponsored By: More Info
8:00 AM - 10:00 AM
Breakfast & Sponsored Plenary   
8:00 AM - 4:00 PM
Registration Open    
10:00 AM - 10:15 AM
Break & 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, MaxPeople & Rodney Employment LawPeople First 
The Language of Trust: How Bookkeepers Build Long-Term Client Relationships   
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  

Product Support Session - Sage  

Product Support Session - ADP Canada  

Product Support Session - Payworks  

12:15 PM - 1:45 PM
Networking and Lunch on the Tradeshow Floor    
1:45 PM - 2:45 PM
From Automation to Advisory: Using Financial Analysis to Validate and Explain AI-Supported InsightsKerry Smithies, My Cloud BookkeepingThe Strategy Suite 
Eight Essential Security Elements for Cloud ApplicationsKellie Parks, Calmwaters Cloud AccountingIn the Books 
Sponsored Session - Zoho  

Session - TBD   
2:45 PM - 3:00 PM
Break & Transition Time    
3:00 PM - 3:30 PM
Product Support Session   
Product Support Session   
Product Support Session   
Product Support Session   
3:30 PM - 3:45 PM
Break & Transition Time    
3:45 PM - 4:45 PM
Pricing That Actually Works (and How to Fix It When It Doesn’t)Andrew Seguin, Seguin FinancialThe 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 
Sponsored Session - Airwallex  

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