Thursday, June 20

Early Riser Keynote

SPEAKER

Keith Macpherson

TIME

7:00 am - 8:00 am

Making Sense of Mindfulness

In this dynamic presentation and workshop, Mindfulness Coach, Keith Macpherson demystifies the meaning and practice of mindfulness and offers concrete and practical tools and strategies to apply mindfulness to one’s everyday life. One can expect to gain a deeper awareness into how to de-stress, reclaim a proper work-life balance and live the life they are imagining through Keith’s five step framework towards a more mindful and fulfilling life.

Keith integrates music, movement and group interaction into his presentations to ensure a dynamic learning environment that will support the projected outcomes and assist the participants in experiencing personal growth. Discover what has been stopping you from living a mindful life and expect to come away with a new outlook on how you can truly convert stress and burnout into successful inner peace and balance.

Topics covered will include:

  • A deeper understanding of Mindfulness practice and how to apply it to everyday life.
  • Tools, exercises and strategies to de-stress and relax.
  • An understanding of what is blocking you from the life you are imagining for yourself.
  • An introduction to meditation techniques and breathing exercises.
  • Learn new strategies for finding a work-life balance.
  • Integrating and understanding the mind-body-soul connection.
  • Learn tools and techniques to de-stress and re-focus.

Opening Keynote

SPEAKER

Chuck Gallagher

TIME

8:30 am - 9:30 am

Every Choice has a Consequence

Each choice we make and each step we take provides the foundation for our future. Wherever you are right now—regardless of the circumstance—your choices define who you are and the outcomes you will live. While your employees may be aware of this on some level, do they truly realize the power behind the choices they make on a daily basis? More importantly, what’s the impact to your company?

Topics covered will include:

  • The impact of choices and how they affect your performance.
  • How easy it is for ethical people to make unethical choices—and what to do about it.
  • Real-world practical examples of how integrity creates success in business and in life.

Morning Technical Sessions

SPEAKER

Dr. Lukas Neville

TIME

10:00 am - 11:30 am

Some employees see the organization through their leader’s eyes and have an intuitive understanding of the leadership role, its priorities, preferences, expectations and constraints. Employees with this kind of insight are often more willing to act and enact change. They're the basis for shared leadership and the foundation for your organization's leadership pipeline. But how do you cultivate active, engaged and courageous followers? In this session, attendees will engage with this question with a case study, facilitated discussion and hands-on practice with tools for developing more insightful and engaged followers.

SPEAKER

Lisa Dorian, CPA, CA

TIME

10:00 am - 11:30 am

Traditional budgeting is familiar, it’s comfortable, and it provides no focus on stakeholder value. In this session, we explore an alternative to the traditional budget process and move out of our comfort zone. The knowledge of the budgeting tools contained within the concept of Beyond Budgeting provides the ability for participants to consider a new approach to budgeting, and one that will provide the greatest value to their organization.

Topics covered will include:

  • Beyond budgeting philosophy
  • Leadership principles
  • Management processes
SPEAKER

Dean Austin, FCPA, FCA

TIME

10:00 am - 11:30 am

This session is designed to review recent revisions to the CPA Canada Handbook–Accounting and Assurance and other practice matters. The focus of the seminar is an overview of new standards issued, projects in progress and new reporting standards. Practice issues identified by practice inspection will also be reviewed.

SPEAKER

Chuck Gallagher

TIME

10:00 am - 11:30 am

This memorable session will raise awareness regarding harassment and explain the do’s and don’ts of creating a respectful workplace for everyone.

In addition to the time and expense of a potential complaint, harassment can impact the workplace in a negative manner by causing lower employee morale, increased absenteeism, lower productivity, decreased commitment to the employer and reduced motivation. Sexual harassment prevention training may also provide an affirmative defense for employers if a complaint is filed against them.

Topics covered will include:

  • What motivates people to participate in harassment?
  • How do people recognize harassment in the workplace?
  • What can be done to prevent sexual harassment from occurring?
  • How to create simple steps to prevent harassment in the workplace

Lunch Keynote

SPEAKER

Tina Varughese

TIME

12:30 pm – 1:30 pm

Inclusive Leadership: From Silos to Solutions

Creating a great organization isn’t just about breaking down cultural barriers. It’s about building a workplace where everyone works towards a common purpose and feels included despite title, rank or position. Successful leaders understand people do not leave jobs. People leave people. Today’s successful CPA’s believe not only in investing in themselves, but encouraging others to grow, to learn and to develop in order to build inclusivity and trust, breakdown silos, foster employee engagement, encourage open lines of communication, promote creativity and create a healthy, happy and inspiring workplace. In a hilarious, relevant, interactive, and thought-provoking manner Tina Varughese will offer insights and strategies to becoming an inclusive leader.

Topics covered will include:

  • Breaking down silos: How to create respectful, communicative, inclusive and collaborative teams
  • Death by meeting: Key steps to inclusive and effective meetings
  • Inclusive personal and organizational purpose: How recognizing others’ contributions gives you a stronger sense of purpose
  • Negative Nellie and Nasty Ned: How to actively listen, include and empathize to change negative behaviors at work
  • The importance of stress management for leaders

Afternoon Technical Sessions #1

SPEAKER

Tina Varughese

TIME

1:45 pm - 3:15 pm

Chartered Professional Accountants need to establish immediate cognitive and affective trust with their clients and colleagues. When 20% of Canada’s population is foreign-born, communicating with the cross-cultural advantage is arguably one of the most important skills for CPAs to develop.

Being able to communicate cross-culturally in the workplace leads to enhanced productivity, positivity, and enhanced performance. Managing and mitigating cultural diversity leads to innovation, fosters employee engagement and promotes an inspiring workplace culture. Additionally, unconscious biases regarding race and culture affect and impact decision making with real impact. Recognizing, managing and mitigating unconscious bias promotes diversity and inclusion. In a fun, highly entertaining and thought-provoking manner Tina Varughese will offer insights and strategies to communicate more effectively cross-culturally.

Key takeaways

  • Cultural differences in communication: Indirect vs. direct speaking styles
  • Individualistic and collective cultures: How values change the way we communicate
  • Effective day-to-day communication when English is a second language
  • Non-verbal communication: Why the “unspoken” word is the most important of all
  • How global companies lose millions in revenue due to a lack of understanding of cultural differences
  • Why creating a culture of inclusion affects positivity, profits and purpose
SPEAKER

Lisa Dorian, CPA, CA

TIME

1:45 pm - 3:15 pm

Data is everywhere and over the past several years, we have become increasingly inundated by it. The question is, how do we tame it in order to communicate what it is telling us? This session focuses on showing participants how to tell compelling stories with data. Participants learn how to combine data, language and visuals for more effective business communication.

Topics covered will include:

  • Establish the ultimate aim of your business communication
  • Present information in a logical manner
  • Highlight conclusions
  • Understand your audience and the context
  • Harness the power of visual communication
  • Design clear and effective, charts, graphs & images
  • Focus your audience’s attention on the most important points
  • Apply best practices for design principles
  • Build persuasive presentations that tell a story
SPEAKER

Christa Walkden, CPA, CA

TIME

1:45 pm - 3:15 pm

U.S. tax law can be a tricky domain to navigate around for Canadian advisors.

The purpose of this session is to provide the Canadian accounting and tax practitioner essential U.S. knowledge to help them when they are working with a client that could be exposed to U.S. taxation. This includes how to manage some of the challenges that a U.S. person can create in traditional Canadian tax planning and understanding when a cross-border or U.S. tax expert should be involved. 

Topics for discussion include:

  • Update on recent legislative changes in the U.S.
  • Banking requests (W-8 series forms) and ITINs
  • The impact of spending time in the U.S. for retirees, business owners and employees
  • Review common FAQs from clients and their advisors
  • Cross-border estate planning considerations
SPEAKER

Chuck Gallagher

TIME

1:45 pm - 3:15 pm

This is a one-of-a-kind session that drives home the value of effective action when it comes to customer service, leadership and business growth. In today’s environment, being good isn’t enough. Organizations that once were leaders in their field are finding that those who are better able to serve customers in ways not considered outdated can quickly displace them. To survive and thrive in this incredibly competitive environment you must possess what many are lacking—The Distinction Advantage.

Topics covered will include:

  • How to identify “disruptive trends” that can change the face of your market and business model
  • What Leaders and Employees need to know to better position the organization for success in the face of constant change.
  • Creating a system allowing each person to recognize the value of living the “Distinction Advantage” for both business and personal benefit.

Afternoon Technical Sessions #2

SPEAKER

Lisa Dorian, CPA, CA

TIME

3:30 pm - 4:30 pm

There is more to an ethical culture than establishing a code of conduct and a statement of organizational values. It’s about ensuring that “tone at the top” is consistent with “tone at the middle”.

In this session, we get to the root causes of ethical lapses. Through it, you’ll learn what the attributes of an ethical culture are, how to evaluate the organization’s ethical climate and the role leaders play in promoting that climate.

SPEAKER

Douglas Tait, LLB

TIME

3:30 pm - 4:30 pm

The scope and sophistication of cyber security threats today are greater than ever before. Nation states, criminal organizations, hacktivists and insiders all pose a threat risk. Every organization, regardless of size or business sector, is at risk of falling victim to a cyber incident. Failure to understand the risks and to take appropriate measures to mitigate the risks (or the impact of such risks when they happen) can have serious legal, financial and reputational consequences for an organization.

This session will examine some of the significant cyber risks and risk management challenges that organizations face when it comes to the protection of its data, whether intellectual property or personally identifiable information, as well as consider some of the current best practice for risk mitigation.

SPEAKER

Julie Desjardins, CPA, CA

TIME

3:30 pm - 4:30 pm

How relevant are accountants to the changing face of reporting? What role do businesses play in addressing issues such as climate change, privacy, discrimination? Explore how environmental, social and governance issues are growing in importance to business leaders, investors and others. What are some key trends? What opportunities and risks do they pose? Importantly, how and where are we reporting on these issues?

SPEAKER

Matthew Stewart

TIME

3:30 pm - 4:30 pm

In this session, Matthew will provide an overview of the work completed by The Conference Board of Canada to estimate the future demand and supply of CPAs in Manitoba.

Matthew will also present the economic outlook for the province and explain how it is expected to affect future demand for CPAs, considering demographic factors such as immigration and population aging. The discussion will conclude with a look at alternative scenarios and how they would impact the results of this analysis, should they occur.