Tax: Transformation Through Technology; and Post 9 - 5 Lifestyling
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening.
10 Dec 2018, 5:30 PM
3 CPD hours
5 (2)Register Now
The following topics will be covered during this event:
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.
This event will be held at the Donalda Club. The structure of the event is as follows:
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 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.
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.
Jeffrey Gregory BA CFP® CLU CHS EPC is a Certified Financial Planner® with Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc.* Jeff has been working in the financial services industry since 1999. Jeff received his CFP® designation in 2006 and his CLU designation in 2015. He specializes in providing life and health insurance solutions to individuals and business owners. He focuses on estate preservation, income protection and health insurance related solutions including critical illness, disability coverage and long-term care insurance. Jeff also focuses on tax-efficient investment solutions and offers various investment vehicles, such as RRSP, TFSA, LIRA, RESP, RDSP, etc. Jeff is pleased to have had an opportunity to work with many individuals and business owners over the last 18 years in financial services industry and welcomes those that wish to have a no obligation review of their own situation at no cost. Providing quality and productive advice is Jeff’s goal.
*Mutual funds are distributed through Desjardins Financial Security Investments Inc.