Technology and Practice Management Full Day Live Webinar
17 Nov 2020, 10:00 AM
7.5 CPD hours
1. 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
2. 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.
3. Canada's Anti-Spam Legislation (12:15 p.m. to 1:15 p.m.)
Speaker: Seema Aggarwal, LL.B. of Seema Aggarwal, Barrister & Solicitor
4. The Hormone-Body Fat Connection (1:15 p.m. to 2:15 p.m.)
Speaker: Igor Klibanov, CEO of Fitness Solutions Plus
5. 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
6. 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 Consulting7. 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
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.
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.
Igor Klibanov is the author of 4 books on fitness, the most recent of which is STOP EXERCISING! The Way You Are Doing it Now. He is also the CEO of one of Toronto's premier personal training companies, Fitness Solutions Plus. Together with his team of fitness professionals, he specializes in helping busy professionals improve their fitness, energy levels, and health.
In the past, Igor has been hired to run fitness seminars for IBM, RBC, the Toronto Lawyers Association, Professional Engineers of Ontario, and others.
To learn more about Igor, please visit http://www.FitnessSolutionsPlus.ca
Yanky has spent most of my career balancing business with technology. As a Chartered Professional Accountant and a Project Management Professional, he has led many successful projects from across the world where he is leveraging technology to design a solution for business problems. He has always been an entrepreneur at heart and is driven by creating an impact for people and an advocate for inclusive social change.
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.