The ONE National Conference 2018

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Keynote Speakers

Kai KightInnovator, Speaker,

Violinist

Dr. Sarah BurchAcclaimed Sustainability

and Climate Change Scholar

Julien SmithCEO, Breather and

New York Times Best Selling Author

Duncan StewartGlobally Recognized

Expert, Technology, Media and Telecommunications,

Deloitte

Optional WorkshopsPre-conference workshop (Sunday, September 30)

There’s Been a Cyber-Security Breach. Now What Happens? ROOM:  501/502

SPEAKERS: Kevvie Fowler, PARTNER, DELOITTE CYBER RISK SERVICES

Trevor Binns, MANAGER, RISK ADVISORY, CRISIS MANAGEMENT, DELOITTE

Post-conference workshops (Wednesday, October 3)1. TGIF: Transform, Grow, Innovate Your Finance Function

SPEAKERS: Blair Cook and Jennifer Nicholson, Executive Finance

2. Data Analytics: Powerful Excel Tools for Today and TomorrowSPEAKER: Carlo Lisi, Senior Audit Manager, TD Canada Trust

3. Professional Ethics: New Challenges and How to Meet ThemSPEAKER: Karen Wensley, Adjunct Lecturer in Professional Ethics, University of Waterloo

4. Tax Planning from Times ForgottenSPEAKER: Trevor Daigle, President, Financial Security Advisor, Eastport Financial Group

5. Become a CPA Brand Ambassador and Help Build the Value of Your ProfessionSPEAKER: Heather Whyte, Senior Vice-President, Marketing, Communications and Public Affairs, CPA Canada

6. The Future Ready Leader — Leading with Strategic Foresight (full day)SPEAKER: Tom Hood, CEO, Business Learning Institute

PROGRAM  — AGENDA: DAY 1

The ONE National Conference 2018

Day One — Monday, October 1, 20187:15a – 8:30a REGISTRATION AND CONTINENTAL BREAKFAST

8:30a – 8:40a   WELCOME REMARKS Joy Thomas PRESIDENT AND CEO, CPA CANADA

8:40a – 9:40a   KEYNOTE ADDRESS — Composing Your World Kai Kight INNOVATOR, SPEAKER, VIOLINIST

9:40a – 9:50a SESSION CHANGE BREAK

LeadershipFinancial Reporting

and AccountingManagement Accounting/

Finance Tax

9:50a – 10:50a ROOM C 3-4 ARGYLE SUITE ROOM 202 BALLROOM 2 – 3 ROOM 201

The Future-Ready Finance Leader: What Got You Here, Won’t Get You There

SPEAKERTom Hood CHIEF EXECUTIVE OFFICER, BUSINESS LEARNING INSTITUTE

The Buzz Around Blockchain

SPEAKERVernon Joseph SECURITY CONSULTANT, NETWORK TEST LABS INC.

Accounting Standards Update

SPEAKERSLinda Mezon CHAIR, ACCOUNTING STANDARDS BOARD

Armand Capisciolto NATIONAL ACCOUNTING STANDARDS PARTNER, BDO

Economic Outlook: Challenges and Opportunities Ahead for Canadian Businesses

SPEAKERPierre Cléroux VICE PRESIDENT, RESEARCH AND CHIEF ECONOMIST, BDC

Private Business Tax Proposals, Part 1

SPEAKERSDenis St-Pierre TAX PARTNER, EPR BATHURST / PÉNINSULE

David Cameron PARTNER, COLLINS BARROW

Kenneth Keung DIRECTOR, CANADIAN TAX ADVISORY, MOODYS GARTNER TAX LAW

10:50a – 11:15a NETWORKING BREAK

11:15a – 12:15a BALLROOM 2 – 3 ROOM 109 ROOM 202 ARGYLE SUITE ROOM C 3-4 ROOM 201

Leading a Change Ready Organization

SPEAKERJennifer Gervès-Keen CONSULTANT, JGK CONSULTING

Mind the Non-GAAP

SPEAKERSCameron McInnis CHIEF ACCOUNTANT, ONTARIO SECURITIES COMMISSION

Linda Mezon CHAIR, ACCOUNTING STANDARDS BOARD

Karen Higgins NATIONAL DIRECTOR OF ACCOUNTING SERVICES, DELOITTE

From a Great Idea to a Great Business: How a CPA Can Add Value

SPEAKERSAlex MacBeath CEO AND MANAGING DIRECTOR, ISLAND CAPITAL PARTNERS INC.

Michael Kravshik FOUNDER/CEO LUMINARI INC.

Nicole LeBlanc DIRECTOR, INVESTMENTS & PARTNERSHIPS, SIDEWALK LABS

Managing Risks That Cause Panic: Cultivating Sustainability Through Adaptability

SPEAKERDavid Prime NATIONAL RAS PARTNER, BDO CANADA LLP

A Collaborative Approach to Effective Operational Planning & Budgeting

SPEAKERSMike Haley PRESIDENT AND FOUNDER

Derek Sandison PERFORMANCE MANAGEMENT ADVISORY SERVICES, LANDMARK DECISIONS INC.

Private Business Tax Proposals, Part 2

SPEAKERSDenis St-Pierre TAX PARTNER, EPR BATHURST / PÉNINSULE

David Cameron PARTNER, COLLINS BARROW

Kenneth Keung DIRECTOR, CANADIAN TAX ADVISORY, MOODYS GARTNER TAX LAW

12:15p – 1:30p NETWORKING LUNCH

BALLROOM 2 – 3

BALLROOM 2 – 3

BALLROOM 1

CONVENTION HALL

The ONE National Conference 2018

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The ONE National Conference 2018

LeadershipFinancial Reporting

and AccountingManagement Accounting/

Finance Tax

1:30p – 2:30p BALLROOM 2 – 3 ROOM C 3-4 ROOM 109 ARGYLE SUITE ROOM 202 ROOM 201

Accounting Literacy in Your Organization and Beyond: Explaining Financial Concepts to Non-Financial People

SPEAKERMark Robilliard CO-FOUNDER & CEO AMERICAS, COLOR ACCOUNTING INTERNATIONAL

The Green Rush: What Should CPA’s Know About the Canadian Cannabis Industry?

MODERATORDavid Dalziel PARTNER AUDIT & ASSURANCE, DELOITTE

PANELISTSMark Castaneda CHIEF FINANCIAL OFFICER, TILRAY INC.

Kathleen Keilty PARTNER, BLAKES

Why Audit Quality Matters

MODERATORIsmail Akhter PROFESSIONAL PROGRAM CONTENT DIRECTOR FOR AUDIT AND SMALL AND MEDIUM PRACTICES, CPA CANADA

PANELISTSCameron McInnis CHIEF ACCOUNTANT, ONTARIO SECURITIES COMMISSION

Malcolm Gilmour VICE PRESIDENT INSPECTIONS, CANADIAN PUBLIC ACCOUNTABILITY BOARD

Blair Cook CHIEF FINANCIAL OFFICER, HORIZON MARITIME

Using AI for Predictive Analytics in a Privacy Aware World

SPEAKERChantal Bernier GLOBAL PRIVACY AND CYBERSECURITY GROUP, DENTONS

Driving Sustainability: The Roadmap and the Journey

MODERATORGord Beal VICE PRESIDENT, RESEARCH, GUIDANCE AND SUPPORT, CPA CANADA

PANELISTSKevin Dumaresque CFO, IRVING OIL

Nora Duke EXECUTIVE VICE PRESIDENT, SUSTAINABILITY & CHIEF HUMAN RESOURCE OFFICER, FORTIS INC.

Jo-Anne Matear MANAGER, CORPORATE FINANCE, ONTARIO SECURITIES COMMISSION

Judy Cotte VICE-PRESIDENT AND HEAD OF CORPORATE GOVERNANCE AND RESPONSIBLE INVESTMENT, RBC GLOBAL ASSET MANAGEMENT

What Does United States Tax Reform Mean for Your Business?

SPEAKERSBruno Godin PARTNER

Cheryl MacDonald MANAGER, TAX SERVICES, US TAX, GRANT THORNTON

2:30p – 2:55p NETWORKING BREAK

2:55p – 3:15p   CFO OF THE YEAR Nathalie Bernier SENIOR VICE PRESIDENT, STRATEGIC AND BUSINESS PLANNING AND CHIEF FINANCIAL OFFICER OF PUBLIC SECTOR PENSION INVESTMENT BOARD (PSP)

3:15p – 4:15p   KEYNOTE ADDRESS — Sustainability on an urban planet: Accelerating innovation to trigger transformative change Sarah Burch CANADA RESEARCH CHAIR IN SUSTAINABILITY GOVERNANCE AND INNOVATION UNIVERSITY OF WATERLOO

4:15p – 5:45p NETWORKING RECEPTION

BALLROOM 1

BALLROOM 2 – 3

BALLROOM 2 – 3

BALLROOM 1

PROGRAM — AGENDA: DAY 2

The ONE National Conference 2018

Day Two — Tuesday, October 2, 20187:30a – 8:30a OPTIONAL EARLY RISER

SPONSOR: TD Insurance Meloche Monnex

The Evolution of Wealth ManagementSPEAKER: Brad Simpson

CHIEF WEALTH STRATEGIST, TD WEALTH

SPONSOR: Auvenir

Designing better audit tools to help smaller firms win back timeSPEAKERS: Pete Myers

CEO

Neeraj Sharma CHIEF PRODUCT AND MARKETING OFFICER, AUVENIR

SPONSOR: True Sky

Discussing Solutions to the Business Challenges Faced When Budgeting and Forecasting for the EnterpriseSPEAKER: Alan Whitehouse

CHIEF SOFTWARE ARCHITECT, TRUE SKY

ARGYLE SUITE 202 201

CONTINENTAL BREAKFAST

8:30a – 9:30a  KEYNOTE ADDRESS — The New Evolution: Wildly Uncompromising

Business Success Julien Smith CEO, BREATHER, NEW YORK TIMES BEST-SELLING AUTHOR

9:30a – 9:40a SESSION CHANGE BREAK

LeadershipFinancial Reporting

and AccountingManagement Accounting/

Finance Tax

9:40a – 10:40a ROOM C 3-4 ROOM 109 ROOM 202 ARGYLE SUITE BALLROOM 2 – 3 ROOM 201

Volunteering: A Building Block for Personal and Professional Growth

MODERATORTashia Batstone SENIOR VICE PRESIDENT, EXTERNAL RELATIONS & BUSINESS DEVELOPMENT, CPA CANADA

PANELISTSJoy Thomas PRESIDENT AND CEO, CPA CANADA

Amanda Whitewood CHIEF OPERATING OFFICER AT IWK HEALTH CENTRE AND VICE-CHAIR CPA CANADA BOARD OF DIRECTORS

Micheline Reneault PROFESSOR, UNIVERSITÉ DU QUÉBEC À MONTRÉAL (UQAM)

Digital Currency: The Third Frontier of Value Allocation

SPEAKERSBennett Moore ASSURANCE AND BLOCKCHAIN INNOVATION, RSM US LLP

Deepak Upadhya VICE PRESIDENT, RISK ADVISORY, RSM CANADA

Betty Soares CHIEF FINANCIAL OFFICER, BLOCKCHAIN POWER

Geoffrey Cher PARTNER, WILDEBOER DELLELCE LLP

Public Accountant 2.0: Your Practice In the Cloud

SPEAKERSJules Hawkins and Allison Hawkins PARTNERS, HAWKINS & CO. ACCOUNTING

Small to Large Private Business: What’s YOUR Exit Strategy?

SPEAKERSNikki Robar PARTNER, PWC

Peggy Gates-Hammond DIRECTOR, TAX PLANNING, BMO WEALTH MANAGEMENT

Natalie Woodbury PARTNER, BOYNECLARKE LLP

Cybersecurity: Threats and Compliance Issues You Can’t Afford to Ignore

SPEAKERImran Ahmad PARTNER, MILLER THOMSON LLP

CRA and CPA Canada: Working together to improve Tax Administration in Canada

MODERATORBruce Ball VICE PRESIDENT, TAXATION, CPA CANADA

PANELISTSJohn Oakey PARTNER, COLLINS BARROW

Harry Gill DIRECTOR GENERAL, SMALL AND MEDIUM ENTERPRISES DIRECTORATE, DOMESTIC COMPLIANCE PROGRAMS BRANCH, CRA

Mark Mayer MANAGER, ASSESSMENT, BENEFIT, AND SERVICE BRANCH, BUSINESS RETURNS DIRECTORATE, CRA

10:40a – 11:10a NETWORKING BREAK

BALLROOM 1

BALLROOM 2 – 3

BALLROOM 1

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LeadershipFinancial Reporting

and AccountingManagement Accounting/

Finance Tax

11:10a – 12:10a ROOM C 3-4 ROOM 202 BALLROOM 2 – 3 ROOM 109 ARGYLE SUITE ROOM 201

Followership for Millennials

SPEAKERSSamantha Hurwitz CHIEF ENCOURAGEMENT OFFICER

Marc Hurwitz CHIEF INSIGHT OFFICER, FLIP UNIVERSITY

Internal Audit: The Shift from Compliance to Trusted Advisor

SPEAKERSAndrea Coish PARTNER, ADVISORY, KPMG

Mark Bradbury BOARD MEMBER AND AUDIT COMMITTEE CHAIR, COLLEGE OF THE NORTH ATLANTIC AND MEMORIAL UNIVERSITY OF NEWFOUNDLAND

Leo D. McKenna CHIEF FINANCIAL OFFICER, WORKERS’ COMPENSATION BOARD OF NOVA SCOTIA

How AI Makes CPAs Better

SPEAKERSMichael Paterson PARTNER, PWC

Susanne Katus VP BUSINESS DEVELOPMENT, DATAMARAN

John Colthart VP OF GROWTH, MINDBRIDGE

The Underrated CFO Mandate: Effective Lender Management

MODERATORSharlene Locke PRESIDENT, PERSONAL INSURANCE HUB INTERNATIONAL

PANELISTSFred Burke FORMER CFO, TREASURER AND OFFICER, HAMILTON SPECIALTY BAR INC

Jean Macdougall VICE PRESIDENT, BUSINESS BANKING, BMO

Nabeel Baig CONTROLLER AND IT MANAGER, LA ROCCA CREATIVE CAKES INC.

Organizational Strategies for Dealing With Uncertainty and Assessing Agility

SPEAKERDr. Wendy R. Carroll SAINT MARY’S UNIVERSITY, SOBEY SCHOOL OF BUSINESS, DEPARTMENT OF MANAGEMENT ASSOCIATE, PROFESSOR EMBA PROGRAM DIRECTOR

Tax: Transforming Through Technology

SPEAKERSJay Goodis CO-FOUNDER & CEO, TAX TEMPLATES INC.

Gerry Anderson PRESIDENT, LOGICON SOLUTIONS

12:10p – 1:35p NETWORKING LUNCH

1:35p – 2:35p ARGYLE SUITE ROOM 109 BALLROOM 2 – 3 ROOM C 3-4 ROOM 202 ROOM 201

CFO As a Trusted Advisor

SPEAKERArun Thangaraj ASSISTANT DEPUTY MINISTER AND CHIEF FINANCIAL OFFICER, GLOBAL AFFAIRS CANADA

View from the Street: Leveraging Investor Insights to Improve Disclosure

MODERATORGreg Dilworth VP, INVESTOR RELATIONS, SUN LIFE FINANCIAL

PANELISTSRob Sedran MANAGING DIRECTOR AND HEAD OF EQUITY RESEARCH, CIBC

George Loughery CHIEF PORTFOLIO OFFICER, SEAMARK

Patrick Bonebrake MANAGING DIRECTOR, PUBLIC FIXED INCOME CREDIT RESEARCH, SUN LIFE INVESTMENT MANAGEMENT

Data Analytics: Evolve or Become Extinct?

SPEAKERSKevin Kolliniatis PARTNER, AUDIT, KPMG LLP

Sunny Chu PARTNER, ERNST & YOUNG LLP

Predictive Analytics in Finance

SPEAKERDr. Shantanu Dutta ASSOCIATE PROFESSOR, TELFER SCHOOL OF MANAGEMENT, UNIVERSITY OF OTTAWA

The Evolving Finance Professional

MODERATORMartin Ruben PUBLIC SECTOR CONSULTANT

PANELISTSMichael Lemmer PRESIDENT, ML6

Darlene Dasent VICE PRESIDENT AND CFO, UNIVERSITY HEALTH NETWORK

Effective Partnerships with Your Tax Advisors

MODERATORRob Jeffrey EXECUTIVE VICE PRESIDENT, ARMCO GROUP OF COMPANIES

PANELISTSPaul Festeryga PARTNER, STEWART MCKELVEY

Brenda Belliveau PARTNER, PWC

Geoff Baldwin SECRETARY & TREASURER, BRAGG GROUP OF COMPANIES

2:35p – 3:00p NETWORKING BREAK

3:00p – 4:00p   KEYNOTE ADDRESS — Predictions for 2018 and Beyond: The CPA version! Duncan Stewart DIRECTOR OF RESEARCH, TECHNOLOGY, MEDIA AND ENTERTAINMENT, & TELECOMMUNICATIONS, DELOITTE

4:00p – 4:10p CONFERENCE CLOSING

CONVENTION HALL

BALLROOM 1

BALLROOM 2 – 3

BALLROOM 2 – 3

PROGRAM — AGENDA: WORKSHOPS

The ONE National Conference 2018

POST-CONFERENCE WORKSHOPS Wednesday, October 3, 2018

8:00a – 9:00a REGISTRATION AND CONTINENTAL BREAKFAST

9:00a – 10:40a A2 A1 A3 ROOM 202 ROOM 109

TGIF: Transform, Grow, Innovate Your Finance Function

SPEAKERSBlair Cook and Jennifer Nicholson EXECUTIVE FINANCE

Data analytics: Powerful Excel Tools for Today and Tomorrow

SPEAKERCarlo Lisi SENIOR AUDIT MANAGER, TD CANADA TRUST

Professional Ethics: New Chal-lenges and How to Meet Them

SPEAKERKaren Wensley ADJUNCT LECTURER IN PROFESSIONAL ETHICS, UNIVERSITY OF WATERLOO

Tax Planning from Times Forgotten

SPEAKERTrevor Daigle FINANCIAL SECURITY ADVISOR, EASTPORT FINANCIAL GROUP

Brand Ambassa-dor Workshop

SPEAKERHeather Whyte SENIOR VICE-PRESIDENT, MARKETING, COMMUNICATIONS AND PUBLIC AFFAIRS, CPA CANADA

9:00a – 4:00p The Future Ready Leader — Leading with Strategic Foresight  ROOM 201

SPEAKERTom Hood CHIEF EXECUTIVE OFFICER, BUSINESS LEARNING INSTITUTE

ARGYLE SUITE