Conference Day – November 7, 2019

7th Annual Conference Day
A full day of professional development with the FVCPAA

November 7, 2019 – 7:30 am to 4:30 pm
Cascade Community Church
35190 Delair Rd, Abbotsford

 

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Discover the 2019 speakers lineup

The lineup will be updated as speakers and presentations are confirmed.

Chartered Professional Accountants of British Columbia

CPABC Annual Members’ Tour

Join CPABC for breakfast as Alexandra Lea provides her insights on the topic of:

Common Practice Review Deficiencies (Comments on the Adoption of the New Review Engagement Standard).

ALEXANDRA LEA, CPA, CA, joined the ICABC in 2014 and is currently Director, Practice Review for CPABC. She started her career at a national firm before moving to a mid-size firm, where she was a partner specializing in the audits of public companies.

 

 

 


Ryan Greer

Kane Shannon Weiler LLP

Tax Planning Potpourri and Recent Court Decisions

Ryan Greer is an associate in KSW’s taxation and business law group. His practice focuses on tax planning, including estate and succession planning, corporate reorganizations and business structuring. Ryan also regularly represents taxpayer’s in disputes with the Canada Revenue Agency at the Audit, Appeals and Tax Court level.

He is married to Margaret and together they have 4 children and 7 grandchildren.

 

 

 

 


Cindy Boury, Portfolio Manager & Branch Manager

Cindy Boury Private Wealth Management of Raymond James Ltd.

The Power of Trusts in Wealth Management  

Cindy Boury Cindy’s career began in the banking industry and paused briefly when she stepped aside to raise her two children. She became industry licensed once they were in school and understands the challenges of being a working mother as well as an independent business owner.

Cindy joined a private firm in 1998 and soon became the branch manager. In 2009 she moved to Raymond James, where she continues to fill the lead role of branch manager and a portfolio manager. Her work ethic and commitment to high standards have led Cindy throughout her life, both personally and professionally. As she has always believed that you need to be fully informed to make the correct choices, Cindy highly endorses education and development throughout a team environment.

 


Jason Wong, Group therapist and Social Worker

Changewerxs

Managing Workplace Stress:  Signs and Strategies

Jason Wong is a Group Therapist and Social Worker newly retired from working in the mental health field. He has over 38 years’ experience as a practitioner, facilitator and manager in the social services arena. Trained in England, Jason’s experience included work in England, Wales, the United States and Canada.

He specializes in interpersonal communications, cross-cultural communication, personal development and workplace management. Jason is a UK certified Field instructor, and in recognition of his skills, was awarded the Practice Teaching (Field Instruction) Award by the UK Central Council for Education & Training in Social Work. He also earned his Certificate in Training & Development from the UK Institute of Training & Development.

Jason recently retired as a facilitator/trainer with Fraser Health’s Group Therapy Services in Mission, where he facilitated workshops and intensive groups for both staff and clients. Prior to that, he was a Clinical Coordinator at the Centre for over 20 years.

He developed Changewerxs from a commitment to the understanding that while knowledge is wonderful, unless knowledge is applied, it is just theory. Practice does not come from Theory. It’s the other way around. We can always obtain knowledge from all different forms of social media. But the application of knowledge, and the continued practice of that, is what facilitates change.

 


Carol Bellringer, B.C. Auditor General 

Money Laundering

Carol Bellringer is the Auditor General for the Province of British Columbia and former Auditor General for the Province of Manitoba. Carol possesses an extensive background in conducting financial statement audits, performance audits and investigations. A Chartered Professional Accountant (CPA), Ms. Bellringer holds a Bachelor of Commerce from Concordia University and an MBA from the Warsaw School of Economics, L’Université du Québec à Montréal. She also was named a Fellow of the Chartered Accountants of Manitoba in 2006 in recognition of her contributions to the community. 

Prior to leading the Offices of the Auditor General in Manitoba and British Columbia, Carol served as the City Auditor for the City of Winnipeg, and has held management positions with KPMG in Montreal, Toronto and Winnipeg, and with Media One International in Warsaw, Poland. She is also a former Director of Private Funding at the University of Manitoba. 

Auditor General Carol Bellringer will speak about the work of her office over the last five years, providing advice and assurance to the Legislative Assembly. Ms. Bellringer will discuss the pros and cons of the actions being taken to tackle money laundering in BC, Canada and internationally. 

This will be one of Ms. Bellringer’s last presentations before her retirement in January 2020, after 40 years in the auditing profession, the last five as the Auditor General of British Columbia.

 

 


Tom Morton, Partner – Tax
Smythe CPA

The Mortgage Investment Corp (MIC) – RRSP Rules & Impact of Prohibited Investment Rules

Tom Morton thrives on the opportunity to solve complex problems and contribute to the long-term success of his clients. His loyal relationships are built through his own personal pride in watching businesses excel and grow.

Tom is a seasoned Chartered Professional Accountant and a General Income Tax Practitioner with expertise in executive compensation, particularly deferred income plans, registered pension plans and employee stock option plans. He has considerable knowledge in succession planning and structuring businesses to facilitate the transition of ownership.

Tom is a long standing member of the Canadian Tax Foundation and has published papers including “Tax Issues in Compensation” and “Don’t Forget GAAP as Part of Your Tax Planning” with former Smythe Partner Bob Cole.

Outside of work, Tom enjoys running in the Vancouver Sun Run with co-workers and competing in half marathons. He also enjoys hiking and boating when sunny weather permits.

Ron has served on a number of boards in the not for profit sector, with Rogers Communications, and has been actively contributing to community development and to the development of the not for profit sector.

 


Trevor Holmgren
Michael P. Forcier, CPA, Inc.

Informal Tax Court, how to represent your clients

Trevor Holmgren has over seven years experience working in public practice in the Abbotsford region.  Trevor brings with him a strong tax knowledge.  He is also the tech guy of the office and has helped set up our new paperless office system.

 

 

 

 

 

 


Sherri-Lee Woyci
Facebook Ads and Marketing Expert

“5 Steps to Converting Facebook Ads”

Sherri-Lee Woyci – Knowing where you are on your journey with growing your audience on Facebook is super important. If your page is in the FOUNDATIONAL stages and you are trying invite (sell) people you will likely feel frustrated OR it won’t be working the way you want it to.
It doesn’t take long to move through the stages… but knowing where you are and what actions you need to take in that stage to move you to the next stage will make everything easier.

 

 

 

 


Shawna Vandeven, Financial Advisor
Vandeven Financial Solutions Ltd

I have a Claim…or do I?

Shawna Vandeven began her career in insurance industry in June of 1985. Her Father, an Agent with The Co-operators needed a Sales & Service Representative, so she agreed to help.

Since that time Shawna has held various positions with The Co-operators, including Customer Service Supervisor, Personal Lines Specialist, Associate District Manager, all providing the professional growth and skills required for her current position of a Financial Advisor.

Her passion is helping people! In her current role, Shawna has the ability to make a difference. By delivering on The Co-operators mission statement of “Financial Security for Canadians and their Communities”, one Family at a time!

 


Joyce Drohan, Partner 

BC Leader, Omnia AI, Deloitte’s Artificial Intelligence Practice

Artificial Intelligence

Joyce Drohan is a Partner and British Columbia Leader for Omnia AI, Deloitte Canada’s Artificial Intelligence & Advanced Analytics Practice. Joyce leads a talented team of professionals who provide high quality advice and support to clients on their AI and analytics journey.

Joyce’s career spans 25 years with a unique background in corporate strategy, innovation and exponential technologies supporting business leaders to make informed and effective decisions leveraging information as an enterprise asset. Joyce has led multiple projects for clients, providing end to end services that span from solving data quality issues to implementing artificial intelligence solutions. Joyce has successfully designed and delivered national and international initiatives for private and public sector and has experience in all industry sectors including natural resources, financial services, insurance and telecommunications, with significant experience in healthcare, life sciences and public sector.

Prior to joining Deloitte, Joyce led and delivered one of the largest transformation projects in the world for the National Health Service (NHS) in the United Kingdom leading the most productive period in the NHS’s 75 year history. She has held senior international roles in private sector life sciences (in Marketing, Customer and Commercial Operations) and has been a guest lecturer on large-scale transformation and health policy at the University of Westminster in London.

 


Conference schedule

 


 

If you have any questions or comments about the Conference, please contact: [email protected]

 

Location: Cascade Community Church, Abbotsford