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)

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Course Description

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. 

Course Walkthrough

  • Jay Goodis' and Gerry Anderson's Presentation
  • Jeffrey Gregory's Presentation
  • Jay Goodis' & Gerry Anderson's Recording
  • Jeffrey Gregory's Recording
  • Certificate: December 10, 2018 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Gerry Anderson
Gerry Anderson

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. 

Picture of Jay Goodis
Jay Goodis

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.

Picture of Jeffrey Gregory
Jeffrey Gregory

Jeff Gregory– B.A., C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.

He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook

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