Tax: Transformation Through Technology; and Post 9 - 5 Lifestyling - Webinar
The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering.Please click the above link for more information on the topic descriptions and how to register.
2 CPD hours
The following topics will be covered during this webinar:
1. Tax: Transformation Through Technology
Speakers: Jay Goodis, CPA, CA and Gerry Anderson, M.Sc., CPA, CMA
2. Post 9 - 5 Lifestyling
Speaker: Jeffrey Gregory, B.A., C.F.P., P.F.P., C.H.S. of Desjardins Financial Security Investments Inc.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
As a senior accounting and consulting professional and entrepreneur, Gerry has over 30 years of experience, 16 years working in both the public and private sector and 14 years running his own firm.
His passion is helping small and mid-sized firms across Canada and the USA do more with less through technology and process so they can focus on what is important to their business and make better decisions.
His training and work experience has developed a unique skill set for optimizing and automating processes across the back office. His expertise as a Management Scientist gives him the skill sets to help accountants build their own ‘insight engines’.
Gerry holds a Master of Science degree, majoring in Operations Research and Supply Chain Management, from the University of British Columbia, and an Honours Bachelor of Arts degree in Economics from Wilfrid Laurier University. Gerry is a designated CPA, CMA.
Jay is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms.
By combining his tax knowledge with proven process-building abilities, he specializes in developing tax planning and tax accounting software solutions to support Canadian professionals. His focus is on solving challenging tax needs, supporting growth and integrating efficiencies.
Jay has completed CPA Canada’s In-depth Tax courses, currently acts as the vice-president of the York District CPA Association, is a member of the Canadian Tax Foundation Corporate Management Tax Conference Committee, and is an executive with the Canadian Tax Foundation Young Practitioners Steering Committee.
He has spoken to CPAs across the country in many forums hosted by such organizations as the Canadian Tax Foundation, CPA Canada, CPA Ontario and AJAG. Jay has also been invited to testify to the Standing Committee of Finance on federal budget consultations and has been invited to Parliament to provide recommendations on tax policy.
Jeff Gregory– B.A.,
C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and
support with all your financial needs. Jeff Gregory works closely with clients
in preparation for their present and future financial obligations.
He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook