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 Leader’s 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.
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™.
Darren Gill, Senior Manager M&A Integration and Separation 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.
Dr. Ron Kuehl, Executive Director
Abbotsford Hospice Society
Good grief: How to approach clients and families who have experienced the death of a family member
Dr. Ron Kuehl will look at some very practical ways that members could approach people who are dealing with grief, identify what it is, and how to help approach the client.
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, Business Advisors Inc.
Update on the Tax On Split Income (TOSI)
Tara Van Zuiden, Senior Manager
How is artificial intelligence impacting CPAs?
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.
If you have any questions or comments about the Conference, please contact: email@example.com
Location: Cascade Community Church, Abbotsford