December 3, 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 9.0 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.


This event is sponsored by CaseWare.


3 Dec 2019, 8:30 AM

9 CPD hours

$225

4 (1)

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Course Description

Please note that this is a full day event and will be held at the Weston Golf & Country Club. The structure of the event is as follows:

  • Registration – 8:30 a.m. to 9:00 a.m.


1. Economic Update (9:00 a.m. to 10:00 a.m.)

   Speaker: Matt Barasch, CFA of RBC Wealth Management

2. Post Mortem of a Malware Attack (10:05 a.m. to 11:05 a.m.)

   Speaker: Shawn Huelin of Discovernet

3. AI - The Next Revolution (11:10 a.m. to 12:10 p.m.)

We all know that cognitive learning – be it artificial intelligence, deep learning or machine learning - are at the centre of innovation. What will this mean to us as a society and how will it change our norms? This is the beginning of the cultural revolution.

Claudia will give us a glimpse into the future and then open discussions to unveil how data and its use will impact transportation, healthcare, construction, manufacturing, government, politics, entertainment, retail, the arts, criminal justice, security, defence, and communication. These industries will be transformed.

As Andrew Ng puts it, “Data is the new electricity of the 21st century.” This interactive session will explore how data will impact the way we live, work, think, and interact with each other.

   Speaker: Claudia Mamros, PMP, MCBA of iCinfo

4. Exercise for Different Body Types (12:15 p.m. to 1:15 p.m.)

    Speaker: Igor Klibanov, CEO of Fitness Solutions Plus

5. Health Care Spending Account - The Best Thing You Never Heard Of & Advantages to Discretionary Investment Management (1:15 p.m. to 2:15 p.m.)
 
    Speaker: Adam McHenry, CFA of Manulife Securities Incorporated 

6. Working with Litigation Counsel and Giving Expert Valuation Evidence at Trial (2:20 p.m. to 3:20 p.m.)

    Speaker: Sara Erskine, LL.B. of Rueters LLP

7.Technology Disruption: Shifting the Future of Your Firm with CaseWare (3:25 p.m. to 4:25 p.m.)

Ross Hampton, Head of Business Development, Americas, will talk with you about how the CaseWare solutions we are or may be currently using can get your firm moving in the right direction today, and how we will continue to develop and support you during this time of change.

    Speaker: Ross Hampton, Head of Business Development - Americas of CaseWare

8. Director Liability Assessment (4:30 p.m. to 6:00 p.m.)

    Speaker: Danny Ducas of Farber Tax Solutions

The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 9.0 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. 


Course Walkthrough

  • Matt Barasch's Presentation
  • Matt Barasch's Recording
  • Shawn Huelin's Presentation
  • Shawn Huelin's Recording
  • Claudia Mamros' Presentation
  • Claudia Mamros' Recording
  • Igor Klibanov's Presentation
  • Igor Klibanov's Recording
  • Adam McHenry's Presentation
  • Adam McHenry's Recording
  • Sara Erskine's Presentation
  • Sara Erskine's Recording
  • Danny Ducas' Presentation
  • Danny Ducas' Recording
  • Certificate: December 3, 2019 Full Day Event
  • Feedback / comments

About the Instructor(s)

Picture of Matt Barasch
Matt Barasch

Matt is the former Chief Strategist for RBC Capital Markets and former head of North American Equities for RBC Wealth Management Canada. He is now a Senior Portfolio Manager as part of Barasch Wealth Management. Matt has a Bachelor’s Degree from the University of Buffalo, an MBA from the Rotman School of Management (U. of T.) and has been a CFA charterholder since 2004.


Picture of Danny Ducas
Danny Ducas

Danny Ducas is a Manager at Farber Tax Solutions and brings 35 years of CRA experience to our team. As a former CRA Collections Team Leader, Danny has honed his negotiation skills, enabling him to specialize in the resolution of large dollar accounts and highly complicated or nuanced issues. In this role, he supervised Collections Officers working on personal, corporate and trust accounts, and has received numerous national accolades from the Commissioner of the CRA.

At Farber Tax Solutions, Danny uses his extensive experience to advise clients on navigating difficult CRA Collections issues such as the removal of enforcement action, negotiating long-term payment arrangements, and resolving director liability and section 160/325 memo assessments.


Picture of Sara Erskine
Sara Erskine

Sara is a partner at Rueters LLP.  Sara’s practice is focused on commercial disputes, securities law, labour and employment law, administrative law, constitutional law and class action litigation.

Sara has appeared as counsel before all levels of court in Ontario and the Supreme Court of Canada. She also regularly represents clients before regulatory tribunals including the Ontario Securities Commission, Investment Industry Regulatory Organization of Canada (IIROC) and a broad range of professional disciplinary tribunals.

Sara publishes papers in the area of securities law and class action litigation. She is frequently invited to speak at legal conferences. In addition, Sara routinely presents to industry associations on managing the business risks associated with civil and employment disputes, and securities regulation.

Sara is a member of the Ontario, Canadian and American Bar Associations. Since being called to the bar, she has continually participated in the education and development of future legal professionals by lecturing and mentoring at George Brown College, Osgoode Hall Law School and the University of Toronto Law School.


Picture of Ross Hampton
Ross Hampton

Ross Hampton, Head of Business Development - Americas

With over 20 years of experience in the information technology and financial services industry, Ross Hampton, Head of Business Development - Americas, has successfully developed CaseWare solutions, specific to the needs of accountants, auditors and finance professionals for new and expanding markets. He is now responsible for developing and implementing growth opportunities and strategic alliances with CaseWare clients, members and other industry leaders in the American markets. Prior to joining CaseWare International, Ross served as Managing Director for CaseWare Africa, driving business development strategies and initiatives including product strategy and application engineering.


Picture of Shawn Huelin
Shawn Huelin

Shawn Huelin is the CEO and founder of Discovernet. 

Discovernet's main focus is to make sure technology is an asset to your business, not a cost centre. For 20+ years, they have focused on application development and Security. Shawn brings a common sense sense business approach to help companys protect themselves their clients and their data.


Picture of Igor Klibanov
Igor Klibanov

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


Picture of Claudia Mamros
Claudia Mamros

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.


Picture of Adam McHenry
Adam McHenry

Adam McHenry, CFA

www.adammchenry.com

Adam wants to live in a world where he can play golf daily, his coffee cup is always full and drivers wave in thanks when you let them merge.

As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at CIBC Wood Gundy and BMO Nesbitt Burns, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets. 

Originally from London, Ontario, Adam grew up at the hockey rink and on the golf course. He had the unique experience of playing junior hockey for the Strathroy Rockets and the Elmira Sugar Kings. Like most recreational golfers, Adam is still finessing his golf game and finds that his early season rounds are usually his best of the year.

When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and newborn William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family.  Adam and his family are residents of the Port Credit Neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.

Adam graduated from Wilfrid Laurier with a BA in economics and communications studies with Business Administration Option. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.

You can reach Adam at (416) 901-6500 or adam.McHenry@manulifesecurities.ca.

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