September 17, 2019 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 Sep 2019, 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. Shedding Light on the Perceived Intimidating Topic of Life Insurance for Estate and Tax Planning Purposes (9:00 a.m. to 10:00 a.m.)
Speakers: Richard Weber, CPA, CA of Osprey Insurance Limited
2. Get Out of Your Head – Overcoming Behavioural Biases (10:05 a.m. to 11:05 a.m.)
This presentation is about unconscious behavioural biases that can impact our decision making and financial results. Stephanie will address why these biases matter and ways to deal with them.
Speaker: Stephanie Hickmott, MBA, CFA & Trevor Hunt, CIM of Leith Wheeler Investment Counsel Ltd.
3. Assurance Update (11:10 a.m. to 12:10 p.m.)
Speaker: Marcus Guenther, MBA, CPA, CA of FocusROI Inc.
4. No Pain, Lots of Gain: How to Exercise the Right Way for Your Chronic Condition (12:15 p.m. to 1:15 p.m.)
You know in general that exercise is good for chronic diseases, but I’ll bet that you don’t know specifics. What type of exercise should you do? How much? How often?
This seminar will focus specifically on exercises for 5 chronic conditions:
High blood pressure
Speaker: Igor Klibanov, CEO of Fitness Solutions Plus
5. Insolvent Succession: Buying and Selling Insolvent Businesses (1:15 p.m. to 2:15 p.m.)
often assume that insolvency is the end of the road for a business, but this is
not always the case. This session will explore the ins and outs of buying and
selling insolvent businesses through different types of proceedings, with a
focus on the risks and advantages that go along with these types of
Speaker: Richard Williams, CFE, CIRP, LIT of James Williams & Associates Inc.
6. Rectification and Rescission: Down, But Not Out (2:20 p.m. to 3:20 p.m.)
How you can still use rectification and rescission to fix tax mistakes.
Speakers: Brian Nichols, J.D. and Lisa Watzinger, J.D. of Goldman, Sloan, Nash and Haber LLP
7. CPA Canada and Tax Issues (3:25 p.m. to 4:25 p.m.)
Speaker: Bruce Ball, FCPA, FCA, CFP of CPA Canada
Legislation: What You Need to Know (4:30 p.m. to 5:20 p.m.)
Canadian Privacy Legislation is rapidly evolving. PIPEDA, which went into force Nov 1, 2018, has already seen significant changes as the Office of Privacy Commissioner attempts to modernize our view on personal privacy and keep pace with our trading partners. This session will review what is happening outside of Canada to drive our legislation, what is required to comply with current privacy legislation, such as PIPEDA, and how to approach privacy in a way to align yourself for compliance now in and in the future.
Speakers: Cody Leavell, CIPP/C of HLB System Solutions and Imran Ahmad, LL.M., LL.B. of Blake, Cassels & Graydon LLP
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)
Imran is a Partner at Blake, Cassels & Graydon LLP with a specialization in technology, cybersecurity and privacy law.
As part of his cybersecurity practice, Imran works closely with clients to develop and implement practical strategies related to cyber threats and data breaches. He advises on legal risk assessments, compliance, due diligence and risk allocation advice, security, and data breach incident preparedness and response. In addition, Imran acts as “breach counsel” in the event of a cybersecurity incident, such as a data or privacy breach. He also provides representation in the event of an investigation, an enforcement action or a litigation. Imran is the author of Canada’s first legal incident preparation and response handbook titled Cybersecurity in Canada: A Guide to Best Practices, Planning, and Management (LexisNexis, August 2017).
Imran has an active technology practice. He advises on licensing, outsourcing and service-provider arrangements, as well as on other commercial matters with respect to carrying on business over the internet, the cloud and the digital environment. In his privacy law practice, he advises clients on compliance with all Canadian federal and provincial privacy and data management laws. He has a particular focus on cross-border data transfer issues and enterprise-wide governance programs related to privacy and information governance.
Vice President, Taxation
Chartered Professional Accountants of Canada
Acting on the interest of the public, CPA Canada’s Tax group influences the development of an equitable, effective and efficient tax system in Canada, as well as delivers practical information and fresh perspectives on tax to members and the broader tax community. As such, Bruce leads a team of tax professionals who aim to improve the efficiency, effectiveness and recognition of CPA Canada’s work in the tax sector. Bruce also aims to increase CPA Canada’s reputation as the preeminent provider of core tax education in Canada.
Bruce was formerly National Tax Partner for BDO Canada LLP, and the head of the firm’s National Tax Department. As National Tax Partner, Bruce oversaw the firm’s tax practice, providing support and leadership to the tax practice across the country.
Professional Designations & Education:
- Chartered Professional Accountant, Certified Financial Planner and Estate and Trust Practitioner
- Fellow of the Chartered Professional Accountants of Ontario
- Member, Canadian Tax Foundation’s Board of Governors
- Past Chair (CPA) of the Joint Committee on Taxation of the Canadian Bar Association and Chartered Professional Accountants of Canada
- Former member, Canada Revenue Agency’s Action Task Force on Small Business Issues, CPA Canada Tax Education Task Force and CPA Canada Tax Courses Committee
- Former lecturer and Course Coordinator, CPA Canada's Advanced Tax Issues for the Owner‐Manager Business course
- 2011 Recipient of the CPA Canada Award of Excellence for Tax Practice and Education
Marcus Guenther a Vice-President of FocusROI Inc., a company that authors accounting and auditing publications and provides accounting and assurance training. Marcus is also a partner in FocusHGK LLP, which provides quality assurance, monitoring, EQCR and other consulting services.
Prior to joining FocusROI, Marcus was a Senior Manager at BDO Dunwoody LLP, where he was responsible for audit, tax and accounting engagements for clients ranging from municipal government, manufacturing and high-tech to distribution. He also spent several years working for a large multinational automotive parts manufacturer, Tesma Inc., as their Manager of Financial Reporting.
Marcus an accomplished trainer in accounting and auditing, author and consultant. In particular he:
- assists many accounting firms in monitoring their quality control systems,
- authors and presents training courses on accounting and auditing topics, and
- assists with interpreting and applying professional standards on complex accounting and auditing issues.
Marcus is an accomplished author, trainer and consultant on accounting and assurance matters.
Marcus has prepared and presented many accounting and assurance courses for CPA Canada, CPA Ontario, commercial training firms and individual firms over the years.
He is the co-author of the CPA Canada Professional Engagement Manual (CPEM), the Professional Engagement Guide (PEG) and the Quality Assurance Manual (QAM) and has authored other technical publications, such as the Guidance for Auditors - First-Time Reporting on Financial Statements— adopting accounting standards for Private enterprises.
Stephanie has over 20 years of experience in financial services, including banking, wealth management, risk management and finance. She joined Leith Wheeler Investment Counsel in 2016 as a discretionary portfolio manager after spending eight years at BNY Mellon Wealth Management Advisory Services. Stephanie has been working with high net worth families, foundations and institutional investors throughout her career. She has in-depth knowledge of the various products and services available in investment industry. She focuses on managing successful, long-term investment strategies for her clients based on a thorough understanding of their needs and financial objectives. Stephanie obtained her CFA designation in 2002, her MBA from the Schulilch School of Business in 1998 and she holds a BA Economics from McGill University. Stephanie is an active member of 100 Women in Finance and a Finance Committee member for the Canadian Federation of Humane Societies.
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
Cody is a Certified Information Privacy Professional, specializing in Canadian Legislation, with a strong background in process design and implementation.
As a Privacy, Security and Productivity Specialist at HLB he has had a significant impact working with individuals and organizations auditing, implementing, and consulting in the fields of Privacy and Information Management.
Brian Nichols is Counsel at GSNH and serves as Chair of the firm’s Tax group. Prior to joining GSNH, Brian was a founding partner of a boutique commercial firm after practicing at two leading national law firms.
He represents clients on issues relating to income tax disputes; tax and estate planning; family business succession; shareholder agreements and disputes; amalgamations and other corporate reorganisations; the purchase and sale of corporations or their businesses; and employee buyouts. Brian is experienced in dealing with both the tax and commercial aspects of these issues.
Brian’s wealth of experience contributes to his success with Lawyers’ Professional Indemnity Company (the lawyers’ insurer). They frequently retain Brian to act on behalf of other lawyers who are alleged to have been negligent in the provision of tax related services.
Brian published a paper in which he criticised a legal tax standard that had developed through a series of court decisions. The Supreme Court of Canada considered this legal standard in Stewart v. The Queen, referred to Brian’s paper, and changed the test in the manner that Brian recommended.
Lisa is an associate and member of the firm’s Tax group whose practice focuses on tax litigation and dispute resolution. She represents mid-size corporations and high-net worth clients in resolving income tax and indirect tax disputes with the Canada Revenue Agency and the Ontario Ministry of Finance. Lisa represents clients throughout the dispute process: during audit, at CRA Appeals, and has appeared successfully before many levels of court including the Tax Court of Canada, the Federal Court of Appeal and the Ontario Superior Court of Justice. She also assists clients through the voluntary disclosure process and in requesting taxpayer relief.
Her previous legal experience encompasses two law firms affiliated with the Big Four accounting firms. This experience includes representing large corporations and high-net worth individuals in tax disputes involving a broad range of issues including: the general-anti avoidance rule (GAAR), transfer pricing, withholding tax, residency, director’s liability, offshore investment funds, goods and sales tax/harmonized sales tax and various provincial taxes. Additionally, she clerked for the Justices of the Tax Court of Canada where she gained valuable knowledge and insight, adding to her depth in the field.
Lisa has won numerous awards, including the Tax Executive Institute Award for the highest grades in tax from the University of Ottawa. She is also bilingual representing clients in both English and French.
Richard is a CPA, CA who has been practicing tax throughout his career spanning more than 20 years in accounting firms and as a Tax Partner. More recently, Richard also obtained his life insurance agent license and commenced Osprey Insurance Limited with a view to focusing his practice more closely on estate planning for business owners and high net worth individuals.
He helps coach his son’s hockey, and is an avid hockey, golf and music enthusiast.
Richard Williams CFE, CIRP, LIT
Richard Williams is a Vice President at James Williams & Associates Inc. Richard’s practice focuses on mid-market corporate insolvency and advisory services across a wide range of industry sectors, including manufacturing, construction, information technology and film & media.
Richard is a Licensed Insolvency Trustee and a Certified Fraud Examiner. He has acted as a court-appointed receiver, monitor, and bankruptcy trustee, and advises both companies and secured creditors. He is a member of the Canadian Association of Insolvency and Restructuring Professionals and the Association of Certified Fraud Examiners.