Technology and Practice Management Full Day Event
There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
17 Nov 2020, 8:30 AM
8.5 CPD hours
Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:
- Registration – 8:30 a.m. to 9:00 a.m.
1. Choosing The Right Technology (9:00 a.m. to 10:00 a.m.)
What does it take to get ready to adopt technology – including finding the most suitable solution(s) for your company and how to decide which is the right one.
Speaker: Claudia Mamros, PMP, MCBA, Founder and CEO of iCinfo
2. Engaging Executors Crucial to the Greatest Wealth Transfer in History (10:05 a.m. to 11:05 a.m.)
The testator era isn’t coming soon; it’s already here. The largest transfer of wealth in Canadian history is under way right now and executors are the conduits to their testator parents and the inheriting heirs. By virtue of their selection, executors are the most trusted and influential people in their testator parents’ lives and yet, most professionals completely ignore them.
This presentation highlights the challenges modern executors face using brief case studies, the calamities that can arise and the solutions advisors can immediately offer to build crucial relationships. Attendees will learn how to engage with executors prior to the death of their testator parents to add tangible value offering services such as estate liquidity analysis, projected tax assessments, cross-border tax consultation, multiple estate tax returns at time of death and services to heirs, a whole new conduit of dream clients.
Speaker: Mark O'Farrell, CLU, CHFC, TEP, CEA of The Canadian Institute of Certified Executor Advisors
3. Professional Liability and Risk Management (11:10 a.m. to 12:10 p.m.)Speaker: Netta Genua, LL.B., LL.M., CIP of CPA Professional Liability Plan Inc.
4. Canada's Anti-Spam Legislation (12:15 p.m. to 1:15 p.m.)
Speaker: Seema Aggarwal, LL.B. of Seema Aggarwal, Barrister & Solicitor
5. Five Decision Making Biases That Damage Advice and How to Avoid Them (1:15 p.m. to 2:15 p.m.)
Clients and advisors like to think of themselves as strictly rational decision makers. However, we are all prone to many different decision making biases and heuristics that reduce the efficacy and success of our planning efforts. This presentation reveals five common biases that arise in the context of estate planning and business transition with suggestions on how to be aware of their presence and how manage their effects.
Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA
6. Digital Transformation: How Artificial Intelligence fits into the real estate industry (2:20 p.m. to 3:20 p.m.)
Yanky will describe what is a digital transformation, what is AI, applications of AI in general and then how we've used it in the real estate market.
Speaker: Yanky Li, CPA, CMA, CPA (Aus), PMP, President and Co-Founder of OpenHouse.AI
7. REVUP Your Communications (3:25 p.m. to 4:25 p.m.)
Communicating with People is one of the most effective ways to enhance work productivity and build relationships. Whether you’re a Manager, a solepreneur or a member of a team, enhancing your communication skills is important. Learn from the creator of Connect with REVUP™ the practical tips and strategies on you can how to improve your effective communication skills.
Speaker: Hilda Gan, RN, MHSc, CHRL Founder and Chief People Office - People Bright Consulting8. CPA Canada Audit & Assurance Resources (4:30 p.m. to 5:30 p.m.)
Representatives from CPA Canada will discuss audit & assurance resources developed to support Small- and Mid-sized Practitioners (SMPs). CPA Canada makes an effort to engage with stakeholders in a variety of ways to identify the needs of SMPs. This session is meant to be interactive – participants are encouraged to consider what resources would be useful to them as SMPs in their roles as assurance providers and provide input and feedback to CPA Canada.
Speaker: Ismail Akhter, CPA, CA of CPA Canada
The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, 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)
Having honed her impressive legal skills over the years, Seema’s focus is on finding practical and creative solutions for business and legal problems. Prior to opening her firm, Seema gained a substantial and broad range of legal experience, spending time in-house at a large multi-national company, in private practice at two of Canada’s leading law firms and at one of the world’s most prominent ‘magic circle’ international law firms in London, England.
Since opening her firm in 2017, Seema already counts 2 large multinational automotive companies and a Canadian technology-based university amongst her clients. Seema’s mandates have included advising on all legal aspects for the design and introduction of cutting-edge technology in the automotive sector. In addition, Seema has conducted several privacy reviews and audits and has designed and implemented compliance management programs under Canada’s privacy (PIPEDA) and anti-spam (CASL) legislation, including delivering training to clients in these areas.
Seema also has extensive experience advising companies and financial institutions on restructuring and insolvency matters. She has acted for several major Canadian banks on the enforcement of creditor rights and on several of Canada’s major restructurings, including the proceedings of Stelco Inc. and AbitibiBowater Inc. under the Companies’ Creditors Arrangement Act (CCAA).
Seema’s background and experience have allowed her to excel in the areas of general corporate/commercial, privacy, anti-spam, and insolvency law. She has experience advising clients in a wide range of industries, both domestic and international, including automotive, mining, oil & gas, retail and banking.
Bachelor of Laws, Queen’s University, 2004
Bachelor of Arts (Honours – Economic), York University, 2001
Bachelor of Science (Honours – Biology and Psychology), York University, 2000
Ismail is an associate director, Members in Practice, on the Professional Programs team in the Member Development and Support department. In this role, he identifies and develops new program offerings to serve the needs of members in small and medium practices focusing on assurance, advisory and practice management. Prior to joining CPA Canada, Ismail was a Senior Manager at Grant Thornton LLP in the National Auditing Standards group where he provided consultations and training on a wide variety of assurance related topics.
Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is a Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, Professional Speaker and Intergenerational Family Wealth Strategist. Since 2004 he has worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans.
In 2015, Chris completed the Family Enterprise Advisor Program through the Institute of Family Enterprise Advisors (IFEA). He has also undertaken the CICA In-Depth 1 & 2 and the Owner Manager program from 2006 to 2009. He is the Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP).
His book, The Naked Opus, will be released across Canada in Chapters/Indigo stores and online from Amazon
Hilda Gan, RN, MHSc, CHRL Founder and Chief People Office - People Bright Consulting is unique among consultants, combining over 20+ years of HR expertise with business acumen and business owner experience. She approaches business by seeking strategic and practical solutions that keep the value of people and the bottom line in perspective.
She honed her expertise when she and her husband built a successful Engineering Consulting business. iTRANS Consulting was a multimillion dollar company that grew from 2 to 125 staff with 7 offices across Canada and was recognized as a Top 10 of the 50 Best Workplace in Canada® for two consecutive years and a finalist in the 50 Best Managed Companies in Canada™.
Netta Genua joined CPA Professional Liability Plan Inc as Claims Manager in 2009 after many years of being a defence lawyer on the program. Netta was called to the Ontario bar in 1996 and received her LL.M. in 2001 with a specialty in alternative dispute resolution. Prior to joining CPA Plan, Netta was a member of the litigation department in a national law firm for many years.
Claudia Mamros, PMP, MCBA
President & CEO, iCinfo
As a business architect, Claudia Mamros specializes in helping companies formulate business automation solutions which control their most valuable asset – their information.
Her consultative approach began in 1999 with KPMG and has been honed with years of professional experience in helping organizations develop and implement systems to increase efficiency and profitability.
Claudia has experience in a variety of industries including automotive, aerospace, banking and financial, construction, professional services, non-profit, retail franchising, and municipal government.
Mark is president of the Canadian Institute of Certified Executor Advisors, a member of Advocis (The Financial Advisors Association of Canada), the Conference for Advanced Life Underwriting (CALU) and the Canadian Association of Gift Planners (CAGP).
He has given hundreds of seminars across Canada, to the public, professional groups, Canadian businesses, industry symposia, and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.