Friday, November 11
Lanyards Sponsor: CCH Canadian Limited
Delegate Kits Sponsor: TD Insurance Meloche Monnex
Session Material Sponsor: Wires Jolley LLP
Panel Discussion: MORE! More Strategies for Dealing with Future Challenges in an Evolving Economy
3:30 to 4:30 p.m.
Recent turmoil in global markets means that we’re still dealing with economic challenges and the hangover from the global market meltdown of 2008. What you need is more insight, more information and more strategies to meet the future challenges that are sure to come.
Join our panel of distinguished experts from the private and public sectors, from the world of accounting, economics and financial planning, for a truly insightful and lively discussion on responding to a rapidly changing globalized economy and how to position oneself and one’s organization to meet future challenges.
MORE Fun! 80s Retro Games Night at the Westin Harbour Castle
Remember all the great games of the 80s? The arcades, the first computer blockbusters, the super-duper fun? Well, the 80s are back. Big time!
Celebrate another year of premier professional development by blowing off a little steam during our 80s Games Night at the Westin Harbour Castle Hotel. Share some laughs, a little friendly competition, and feel like a kid again as we bring back the excellent 80s!
CONCURRENT SESSIONS
11:30 a.m. to 12:30 p.m.
(pre-selection is not required)
12:30 p.m.
If you are like most organizations, you’ve been through a lot over the last few years. In many cases, you have seen people laid-off, friends have been let go, teams have been reshaped, and everyone has been asked to do more with less. You may have weathered the storm, but not without your share of bumps and bruises. Speaker Dan Perdue will help you dis-cover how to reenergize and inspire your people, re-establish trust, and get everyone aligned and moving in the same direction.
Sponsored by: Lannick Group of Companies
11:30 a.m. to 12:30 p.m.
(pre-selection is not required)
- CFOs: Providing Leadership to an Enterprise (in progress) This engaging, intensive session will speak to the leadership role of the CFO as a business partner, scorekeeper, expert and operational and financial custodian. facilitator Vijay Jog, chancellor professor at Carleton University’s Sprott School of Business, will explore the emerging competencies of a strong and effective CFO. Vijay will also provide valuable tools on how to communicate operating results to internal and external stakeholders. (Note: This two-hour session begins at 10:15 a.m.)
- Audit Committee Responsibilities With scandals and meltdowns plaguing the headlines, it’s more important than ever to understand and optimize your corporate governance system. Whether you’re working with a board of directors or sitting on the board yourself, you’ll benefit from expert David Brown’s exploration into the ‘whys’and ‘hows’ of corporate governance.
- Reaping the Rewards of the Diversity Dividend Even the most nimble organizations face challenges. The pressure to build public institutions that reflect the communities they serve is mounting. Private sector or-ganizations are consistently challenged to work across national borders to achieve profitability.
- SR&ED Tax Credit Program Companies that develop or improve their processes or products in either the fields of technology or science may qualify for tax savings and/or cash refunds of over 68 per cent by participating in the Scientific Research and Experimental Development (SRED) tax credit program. Join author and tax specialist Earl Viner as he discusses how to steer research and development investment tax credit claims through the Canada Revenue Agency.
Join Elizabeth McIsaac, executive director of the Toronto Region Immigrant Employment Council, and Michael Bach, national director of Diversity, Equity and Inclusion of KPMG, and find out what you can do to reap the diversity dividend in today’s multicultural society and economy of internationally trained professionals.
Lunch & Motivational Speaker
12:30 p.m.
If you are like most organizations, you’ve been through a lot over the last few years. In many cases, you have seen people laid-off, friends have been let go, teams have been reshaped, and everyone has been asked to do more with less. You may have weathered the storm, but not without your share of bumps and bruises. Speaker Dan Perdue will help you dis-cover how to reenergize and inspire your people, re-establish trust, and get everyone aligned and moving in the same direction.
Sponsored by: Lannick Group of Companies
CONCURRENT SESSIONS
2:15 to 3:15 p.m.
(pre-selection is not required)
- Optimizing Registered Plans With so many registered plans to choose from, how can you be sure which one is right for your clients? Speaker Jamie Golombek, managing director of tax and estate planning with CIBC in Toronto, will show you how to navigate the maze for clients and steer them to an optimal savings strategy by using RRSPs, TFSAs, RESPs and RDSPs. The session will first provide a brief overview of each registered plan, teach you how to build optimal accumulation strategies and much, much more.
- The Art of Successful Networking Offline and Online Customers, suppliers and mentors are all critical to your success. Cultivate these im-portant relationships through inexpensive, highly effective networking. Speaker Andrew Patricio, owner and founder of www.Bizlaunch.ca, the largest trainer of entrepreneurs in Canada, will show you how to set yourself up for business success with the proper networking strategies.
- Portfolio Management Join author and certified financial planner John De Goey as he explores strategies of portfolio management, including diversi-fication both within and throughout asset classes, as well as product cost, asset class purity and tax efficiency.
- Leading for life: The 10 Key Steps to Living Your Best Life
John will also survey planning con-siderations, risk and return as defined by the Fama/French Three Factor Model, the lessons and impact of behavioural finance, deductibility of advisor fees and the more prominent paradigms of portfolio man-agement in use by professional financial advisers today.
We live in a 24/7 world. As the boundary that separates work and home shifts quickly, our basic sense of who we are is being challenged. If we are to keep the human spirit alive and live and work to our fullest potential, developing life leadership skills must be seen as a top priority.
Kimberley Richardson, president and co-founder of Imagemakers International, will inspire you to clarify your values, establish priorities and give you an opportunity to discover what you can do to live your best life in this highly interactive and thought-provoking session.
Refreshment Break
3:15 p.m.
Sponsored by: Wilson Vukelich LLP
Morning Fitness Walk/Run
6 a.m.Join your fellow CGAs and begin the day with a healthy start! The morning fitness program — with both walking and running options available — departs from the main lobby of the Westin Harbour Castle Hotel.
Sponsored by: NandanCharkoTurnerMoore LLP and Debra J. Taylor, CGA
Registration & Coffee with Exhibitors
7 a.m. Sponsored by: The Canadian Payroll AssociationCONCURRENT SESSIONS
8 to 10 a.m.
(pre-selection is not required)
- Managing Stress What are the common causes and conse-quences of stress? How do people who are highly-effective at managing stress act and think that gives them an edge? Leadership development consultant Karen Denega explores the causes, impact and signs of stress, and discusses how to better cope with stress, optimize your performance, and thrive, both personally and professionally.
- Priming the Pump for Innovation Starts with a Hot Team This highly interactive, experiential session will help you discover and describe your unique preferred blend of the different stages of the innovation process, as well as how to understand the preferences of others. Min Basadur, professor of innovation at the Michael G. DeGroote School of Business at McMaster University will teach you how to hone your own unique approach to innovative and critical thinking and increase your effectiveness in leading and working with others.
- Corporate Tax Update Join veteran tax expert Robin MacKnight, the former executive director of the Cana-dian Tax Foundation and now a partner with Wilson Vukelich LLP, for a highly detailed and informative tax update that includes news related to federal budget tax pro-posals and other proposals, current issues with the assessing practices of the Canada Revenue Agency, and recent tax-related court decisions.
- Employment Law Developing a severance strategy is an art not a science. Join employment law expert David Whitten as he takes the topic of ter-minations to the next level by exploring the legalities of creating and implementing a severance proposal; strategies for saving employers money; and recent develop-ments in employment law that can be used to structure the ultimate severance package.
Refreshment Break
10 a.m.
Sponsored by: Munro Thompson Insurance Services
CONCURRENT SESSIONS
10:15 to 11:15 a.m.
(pre-selection is not required)
10:15 to 11:15 a.m.
(pre-selection is not required)
- Recent Developments in Corporate-Owned life Insurance What role does corporate-owned life in-surance play in estate planning and busi-ness succession for owners of private corporations?
- CFOs: Providing Leadership to an Enterprise (Two Hrs.) This engaging, intensive session will speak to the leadership role of the CFO as a business partner, scorekeeper, expert and operational and financial custodian.
- Making Your Dreams a Reality: Creating Your Life Vision Join Imagemakers International president and co-founder Kimberley Richardson for this interactive and thought provoking ses-sion where you will develop practical skills that will inspire you to be the best you can possibly be. You’ll learn the five key steps for manifesting your vision, the importance of a positive self-image, overcoming self-imposed limitations, the power of visualiza-tion and how to integrate your values and priorities into your life.
- Five Key Social Media Tools Is Twitter really good for marketing? Can a blog actually promote sales? You bet! Andrew Patricio, owner and founder of www.Bizlaunch.ca, the largest trainer of entrepreneurs in Canada, will teach you the top five social media tools for business, how to decide which tools are right for you and much more! Social media marketing is effective and free. Attend this seminar to learn how to use it to grow your business.
Author and tax and legal expert Glenn Stephens will review the ways in which life insurance can be used within a shareholders’ agreement to fund the purchase and sale of shares owned by a deceased shareholder, as well as how insurance can be used to facilitate the succession of a family business from one generation to the next.
Facilitator Vijay Jog, chancellor professor at Carleton University’s Sprott School of Business, will explore the emerging com-petencies of a strong and effective CFO. Vijay will also provide valuable tools on how to communicate operating results to internal and external stakeholders.