6th Annual Conference Day
A full day of professional development* with the FVCPAA
November 1, 2018 – 7:30 am to 4:30 pm
Cascade Community Church
35190 Delair Rd, Abbotsford
Discover the 2018 speakers lineup
The lineup will be updated as speakers and presentations are confirmed.
Lori Mathison FCPA, FCGA, LLB, President & CEO
Barry Macdonald FCPA, FCA, ICD.D., Board Chair
Chartered Professional Accountants of British Columbia
CPABC Leaders’ Update
How is the profession supporting CPAs during this era of digital transformation? What are the upcoming economic trends to watch for? As a CPA, how can your volunteerism and leadership contribute to good governance?
Join Lori Mathison and Barry Macdonald for breakfast as they provide their insights on these topics:
- An overview of BC’s economic performance, upcoming economic trends, and challenges and opportunities for business.
- How technology and digital transformation are affecting CPAs, and how the profession is supporting members through this transformation.
- The role CPAs play in contributing to volunteerism, leadership, and good governance within the profession.
Lori Mathison is President and CEO of the Chartered Professional Accountants of British Columbia. She also serves as Chair of the CPA Western School of Business and the Greater Vancouver Board of Trade.
Previously, Lori was the Managing Partner of the Vancouver office of Dentons Canada LLP, where she was a Partner in Dentons’ Tax Law Group. She has been recognized by her peers as one of Canada’s leading lawyers in the area of Tax Law by the Best Lawyers in Canada publication, and has served as a Governor of the Canadian Tax Foundation.
Lori also serves on the Dean’s Advisory Committee at the UBC Centre for Business Law and on the Faculty Advisory Board for the Sauder School of Business at UBC.
Barry Macdonald is Chair of the Board of Directors of the Chartered Professional Accountants of British Columbia.
Previously, was a senior tax partner at PwC Canada in their Vancouver office. He has over 30 years experience advising on international tax planning. He was also a Human Resources Partner in PwC’s BC Region and further, was responsible for their CA Training Office Program and university recruitment. During his tenure, Barry was with PwC Hong Kong from 1990 to 1997, and was their only partner then from North America.
A qualified director with the Institute of Corporate Directors, Barry now works as a corporate director and consultant for businesses and not-for-profit organizations. Currently on his roster are TMF Group (a global business services provider), Truvera Trust and Mortgage Corporation, EasyPark, Frontfundr, and Arts Umbrella, as well as SFU, chairing the UniverCity Real Estate Trust and the Beedie School of Business Dean’s external advisory board.
Martin Chambers, CIM®
Cindy Boury Private Wealth Management of Raymond James
Cryptocurrencies and blockchain… Should I invest in them?
From this presentation attendees will learn how cryptocurrencies work and gain an understanding of the blockchain technology upon which they function. We will examine some of the reasons that people participate in cryptocurrencies and the opportunities for companies that are involved in these new technologies. The discussion will include some of the possible implications for business and society as well as the opportunities for investment and risks involved.
Martin Chambers, CIM® has been an investment professional for over 30 years. He is the Research and Trading Specialist for Cindy Boury Private Wealth Management at Raymond James Ltd. on Garden Street in Abbotsford. Martin’s primary responsibilities include the research of available investment opportunities, the construction of portfolios models to meet investor needs and the on-going management of accounts for private investors.
Martin has completed a number of industry courses including the Partners, Directors and Senior Officers, the Branch Manager, the Series 7 and Series 66 courses in the U.S. as well as the courses to qualify as a Chartered Investment Manager.
He is married to Margaret and together they have 4 children and 7 grandchildren.
Deena Chochinov, MEd, RCC, FEA
Navigating challenging family conversations
This presentation will offer advisors tips and take-aways on managing those sometimes awkward and difficult discussions with family members about their estate planning. Based on a series of common client scenarios, Deena will offer practical tools to deal with advisor bias, communication challenges and different client personality styles that can help move these sensitive conversations forward respectfully and effectively.
In particular, Deena blends her training and experience in family counselling and management consulting to serve the unique needs of family enterprises. Her rare skill set enables her to strengthen family businesses on a strategic level, while ensuring that healthy interpersonal dynamics support a firm’s continuity and prosperity.
As a family facilitator, Deena works with multi-generational families who seek the tools and techniques to make smart decisions, manage conflict effectively and develop strong, lasting relationships. She also serves legacy families of wealth who manage the many complexities of inherited responsibility and privilege.
Deena has a Master’s in Counselling Psychology, a Post-Master’s in Family Therapy and is a designated Family Enterprise Advisor™.
Colleen Fitzpatrick, Associate Partner
Synergy Management Consulting
Increase your bottom line by finding the rock stars within your organization
The average employee turnover is approximately 30%, however, in some industries, it is as high as 80 or 90%. Can you imagine if you could mitigate losses, increase the bottom line while increasing productivity?
Having the right people on board is fundamental for strategic business growth, and no growth strategy can be complete without identifying the talent requirements necessary to meet the organization’s future goals.
In this workshop, participants will have the opportunity to discover their own behavioural patterns and what drives them.
Colleen Fitzpatrick has worked with large corporations, family businesses and entrepreneurs for over 35 years helping them build capacity, economic sustainability and strategic growth. Her passion has been working with not-for-profit organizations and family businesses for more than 20 years, most recently with Family Enterprise Xchange (FEX)/The Canadian Association for Family Enterprise (CAFE) as well as Fraser Valley CPA Association and the Fraser Valley Chapter of the Canadian Association of Farm Advisors (CAFA).
As a successful entrepreneur with multiple businesses herself, Colleen excels in sales and marketing as a leader and coach. Winning several awards for sales and leadership, Colleen inspires others and leverages relationships to bring successful teams together.
Colleen is a strategic thinker and has an approach that excites and inspires. She works best in fast-paced and changing environments and brings a new perspective to traditional practices. She holds a Certificate in Business Management from Dalhousie University and is a lifelong learner, continually seeking new opportunities to grow.
Julie Gaetan, Manager M&A Advisory
Cannabis as a disruptor
Cannabis has been one of the hottest topics of the last year. Everywhere we look from investment new, billboards, news headlines, to political legislator, cannabis has dominated the spotlight. This, as you can imagine, has caused massive amounts of discerption across many industries, professions, and policies. We will dive into just a few of the key ways cannabis has been a disruptor with such a wide impact, and look at what the future holds for this exciting space, post-legalization.
Julie Gaëtan is a Manager with Deloitte’s M&A Advisory practice, with a focus on Integration, Separation and Transformation experience. In her current role, Julie helps clients navigate complex integration and separation challenges across the entire M&A deal cycle by focusing on the strategy and execution of delivering transaction value. Her experience spans Retail & Warehousing, Oil & Gas, Mining, International Financial Institutions, Manufacturing and Public Sector. She is quadrilingual and holds an MBA from Queen’s Smith School of Business, and a Bachelor of Engineering from Ecole Polytechnique de Montreal.
Dr. Ron Kuehl, Executive Director
Abbotsford Hospice Society
Good Grief: How to engage clients following the death of someone close
Your client has just experienced the loss of a spouse, a child or a business partner. They are obviously in deep grief at their loss. Your role as a trusted financial advisor has never been more important to them. So how do you engage them? What is grief? What do people experience in a grief journey and how can you engage and effectively support your client.
This session is designed to explore the nature of grief and the feelings that are experienced in a grief journey and how you can most effectively engage with you client during this process.
He is no stranger to the Abbotsford community as he and his wife Mary Ellen lived in our community almost 20 years.
Dr. Kuehl has extensive experience in senior leadership with both national health care charities and the university sector in Canada and the USA. His career path also includes experience in national advertising agencies and with CBC Television.
Ron served as Senior Vice President at Trinity Western University, Canuck Place Children’s Hospice in Vancouver and most recently the Canadian Cancer Society. While there, Ron created the refreshed Daffodil Campaign which has become an iconic brand symbol for both the society and the cancer cause with now more than 10 million Canadians wearing the symbolic pin every April.
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.
Vinod Shankar Nair, Life Coach, Keynote Speaker, Author & Biographer
Intuitive intelligence: Discover your larger inner-self and your own potential
- How to accurately read and assess people accurately, therefore manage expectations, have more fulfilling and long lasting relationships.
- To know yourself better, discover things about yourself that you didn’t know before. You will be able to use this knowledge to amp up your performance and balance life.
Vin (Vinod Shankar Nair) Nair is a respected Mentor and Strategist who has created many brands and stars. He is the pillar of strength silently supporting and empowering some of the best-known names of our time.
He launched his journey into the world of professionals as an officer in the Indian Army in 1990 where he spent six eventful years. He actively participated in live operations and High-Risk Missions along the line of control in Jammu & Kashmir. He has undergone commando training and is a qualified instructor.
‘Captain’ as he is respectfully called, is a part of India’s social elite; He is a regular judge, celeb guest, and coach in several popular TV shows. A revered motivator, his speeches are known to electrify audiences and empower individuals to reach their full potential.
He has coached over 5,00,000 individuals across about 200 companies including corporate heads, senior management officials, sports stars, beauty pageant finalists, celebrities, film stars and politicians across the world.
He is one of the most sought-after mentors and speakers of our time.
Erin Swint, CPA, CA, Partner
Squire and Company
Intro to TOSI
This session will provide a high-level review of the revised “Tax on Split Income” regime and how it may apply to you, your clients, and others. Participants should come away with an introduction to the new concepts, definitions and exemptions out of this onerous tax change. While the rules are highly nuanced and the administration of the rules is far from clear, it is hoped to be an introduction to the increased complexity facing individual compensation planning.
She has a passion for educating small business owners and professionals and is a frequent webinar presenter for CCH’s Wolter’s Kluwer Expert Edge Series and a presenter at conference events for the Fraser Valley Tax Technical Group Farm Conference and Fraser Valley CPA Association Conference day among others.
Erin is active in giving back to the accounting and tax communities by being the founding member of the Fraser Valley Tax Technical Group (a multi-disciplined discussion group of tax specialist accountants and lawyers), a past President of the Fraser Valley CPA Association, a member of the Estate Planning Council of Abbotsford and a member of the CPA BC Fraser Valley Small Practitioners Forum.
Tara Van Zuiden, Senior Manager — Human Capital
Intelligence Revolution – future proofing our workforce
Given the waves of technology changes and advancements disrupting the Canadian workforce, how do we start to think about what jobs mean, the type of work that we do and how we do it. Tara will talk us through some research recently conducted by Deloitte into how work is changing and outline a series of new work archetypes we envision as the necessary foundation and what this may mean for the future of our work to help put us on the path to success.
Tara Van Zuiden leads Deloitte’s Talent consulting practice for Western Canada and is a Senior Manager based in Vancouver and brings over 14 years experience advising executives across a variety of industries in the areas of Talent and Leadership.
She has worked in the UK, across Europe, Asia and North America to help organizations identify and implement the right mix of talent management solutions to unlock the full potential of their workforces and deliver on their strategic objectives. She has a particular passion for enabling organizations to drive success through transformational leadership and brings a depth of expertise in the areas of Talent Strategy development, Succession Management and Leadership assessment and development.
Anwar Visram, CEO
How companies track and collect information around people when both on and off the internet
Every website and online service (e.g. Amazon, governments, banks, etc) collects information on their visitors often without appropriately disclosing what information they are collecting and what they are doing with the information. Unknown to the visitor, a lot of this information is often shared with 100s of third-party websites and services to be resold and used. This presentation will cover what information is collected, how some of this information is shared/sold/bought and some techniques on how to reduce the personal information being used.
Anwar Visram is an international speaker presenting at Family Office, Private Banking, and Wealth Management events around the latest digital (“cyber”) tactics used in financial fraud, extortion, ransom, and reputation attacks used to target them and their clients.
Anwar’s experience spans over 25 years in Cyber Security Management and Information Technology. He has advised clients across the world on cybersecurity issues including having lead security teams responsible for protecting multi-billion dollar global financial corporations.
Anwar is currently a member of British Columbia’s Provincial Security Advisor Committee, where he advises top government officials on current global cyber threats targeting both businesses and individuals.
Panel discussion: “Three years in” – CPA combination
Moderator: Harvey Knotts
- How do you see the merger?
- What do you think of the ever-changing rules and issues relating to CPA’s? (New Review Engagements, New Compilation Engagements, TOSI, SBD rules)
- Where do you see the profession going?
Gregory has been in public practice for 39 years specializing in owner managed and professional business. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration departments and for accounting and work flow software companies. Greg has authored three textbooks in the business computing area and several articles and blogs.
Kirk has over 20 years of experience in the field of accounting. In 1994, he started working in the family accounting practice, which has been established since 1980. After much diligent study and with strong family support, Kirk obtained his designation in 2003. He also completed the required studies to become a public practitioner of accounting in B.C. In 2006, he transitioned the practice into a qualified CPA firm and, that same year, became the sole practitioner and president of K. Jeske & Company Inc. Kirk enjoys working with new technology and implementing it at his firm to create more efficiencies. He is passionate about creativity and innovation in his firm to continually develop a “future-forward” firm that will thrive in the ever-evolving future landscape of business.
John Pankratz received his designation in 1988 after completing his BBA at Simon Fraser University. He has been actively involved in the profession since receiving his designation having served on numerous committees of the legacy CGA-BC Association including the public practice advisory group, practice review committee, appeals committee and the CGA-BC board of governors and was President of CGA-BC in 2010. In recognition of his service to the profession, he received his Fellowship designation in 2009 and was awarded Life Member status in 2013.
Currently, John is serving CPA-BC as Chair of the Public Practice Committee. John has also been involved on several other boards in the Fraser Valley. He currently serves on the board of Abbotsford Restorative Justice and Advocacy Association and is Chair of the board of the University of the Fraser Valley.
Claire Shawcross is the senior founding partner at SM Accounting Group, a small firm located in Surrey BC which focuses on working with small and medium-sized companies to efficiently plan their corporate set up, tax planning and estate wealth management as well as providing the standard tax compliance filing for her clients. Claire has provided mentorship services to CPABC for new public practice registrants for almost twenty years. She is also a recommended Supervisor and EQCR reviewer by the CPABC public practice review department. Claire has sat on various committees and advisory boards including one with CPA Canada which established the new Professional Engagement Guide (PEG).
Harvey has worked in the public practice industry for over 25 years. He originally articled with Grant Thornton in Manchester before making his way across the pond to Canada in September 1998. He has obtained a wide breadth of experience from mum and pop stores to multinational publically traded companies and currently specializes in financial reporting and review engagements.
Harvey finally became a proud Canadian citizen on March 23, 2017 and when he is not pouring over the latest updates to the handbook he can be found on a couch on a Saturday in front of a television screen catching up on the premier league, or on a local field on a Sunday morning trying in vain to replicate what he watched on Saturday.
If you have any questions or comments about the Conference, please contact: [email protected]
Location: Cascade Community Church, Abbotsford