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David-Alexandre Brassar


Plenary Speaker: David-Alexandre Brassard,
Chief Economist, CPA Canada


Carolyn Stern

Plenary Speaker: Carolyn Stern
Emotional Intelligence Expert, University Professor, and CEO of EI Experience
 

July 10, 2025
8:30am - 4:30pm
Live Virtual Conference via Zoom

Navigating Complexity

In a world of increasing polarization, political change, and economic challenge, it is easy to feel overwhelmed. This conference day has been designed to provide strategies and practical tools to help business leaders succeed. Whether you want to enhance workplace communication, lead with clarity and composure, or understand economic trends, this PD Nexus Day will help you and your team thrive.

Don’t miss this opportunity to hone your leadership skills, share experiences, and be inspired by business leaders and subject matter experts.

Register Now

Eligible CPD Hours: 7
Course Fee: $475
PD Passport: 12 credits

Nexus Day Agenda

TimeEvent
8:30 am - 8:35 amWelcome and Introductory Remarks

8:35 am - 9:55 am

PLENARY

Economic Update: Canada, BC and Beyond

Presenter: David-Alexandre Brassard, BA, MA | Chief Economist, CPA Canada

This session will cover the trends and evolution of the Canadian, BC and international economies. We will cover current topics including inflation, housing, the labour market, and productivity.

We will explore pertinent questions together such as

  • Where does Canada stand in terms of trade policy and where does that leave us? 
  • Has the reduction of policy rates softened the impacts of American protectionism? 
  • Will labour demand catch up with labour supply, leading to a sustained labour market recovery?
  • Is slowing population growth leading to improvements in housing affordability? 
  • Are we benefiting from the Buy Canadian or US exodus (spending, labour, capital)?
  • What other challenges do we need to address going forward?
  • What can we expect / what is forecasted going forward? 

Key takeaways

  • Understand the current trends in the Canadian, BC, and international economies
  • Explore the impact of trade policies and American protectionism on Canada
  • Analyze the labour market recovery and housing affordability
  • Identify challenges and forecasted developments in the economy


9:55 am - 10:10 amBreak

10:10 am - 11:20 am

BREAKOUT 1

The Agile CFO: 3 Ways to Lead Technology Change & Navigate Complexity

Presenter: John Hetherington, PMP, CMC | Technology Strategist, International Speaker and founder of We Deliver Your Vision

In today’s business landscape, agility is no longer optional for CFOs—it’s a strategic necessity. With AI, automation, and data analytics reshaping finance, CFOs must embrace agility to drive successful technology adoption and business transformation.

Most Digital Transformations fail to reach their goals, often due to resistance to change, poor implementation strategies, and a lack of adaptability. To successfully implement digital finance initiatives, CFOs must go beyond finance management and become technology change leaders, business strategists, and innovation catalysts.

Key takeaways

  • How to drive agility in finance - adopting Agile principles to lead change faster, smarter, and with less risk
  • The Finance Automation Ladder - a step-by-step guide to implementing AI and automation
  • The digital CFO Playbook - a practical framework for successfully implementing digital finance initiatives without disrupting operations.

Clarity, Authenticity, Frequency – Developing Essential Leadership Communication Skills for a Complex World

Presenter: Corinne Impey, MPC | Founder, Director of Creative & Communications, Six Words Communication Corp.

In today’s changing business landscape, one thing remains the same: leaders need strong communication skills. Regardless of the opportunities or challenges you face, being able to communicate in a clear, authentic, and consistent way will help you navigate complexity and drive results.

In this session, participants will explore the strategic components that support effective communication. We’ll also unpack some of the most common barriers leaders face when communicating, helping you become a more confident, compelling communicator.  

Key takeaways

  • A 6-step framework for effective communication
  • Prompts for crafting stronger key messages that connect with the audience
  • Reflection questions to help avoid communication blunders

The Ethics of Structure

Presenter: Tammy Towill, MBA, MA, FCPA, FCMA | Partner, Cordura Group

Language is powerful. This session will explore how language and the structure of our communication may be creating unintended opportunities and barriers in the workplace.

Key takeaways

  • Evaluate how language and the structure of our communication influence ethical decision-making, power dynamics, and inclusivity.
  • Recognize unintended opportunities and barriers created by organizational language and communication norms, including their impact on diverse teams and stakeholders.
  • Reflect on personal communication habits and biases to better understand their influence on workplace interactions and outcome.
11:20 am - 11:35 amBreak

11:35 am - 12:45 pm

BREAKOUT 2

What’s New in Excel – The “Cool” and the “Caveats”

Presenter: Ken Puls, FCPA, FCMA, Microsoft MVP | President and Chief Training Officer, Excelguru Consulting Inc.

In this session, participants will explore the cutting-edge features that have been added to Excel over the past few years, which can transform workflows and boost efficiency.

This session will also address some of the concerns surrounding AI, providing a balanced view of its benefits and potential caveats.

Key takeaways

  • Gain insights into the newest Excel features and how they can be applied in real-world scenarios
  • Understand the role of AI in Excel and how it can assist you in your daily tasks
  • Learn about the potential challenges and considerations when using AI tools



Mastering Negotiation in Uncertain Times: Beyond the Numbers for CPAs

Presenter: Carrie Gallant, JD | Executive Leadership Coach, Negotiation Strategist and Impostor Syndrome Informed Coach

In today’s climate of economic uncertainty and organizational change, many professionals hesitate to negotiate believing the timing isn’t right or options are limited. But for CPAs, the opposite is true. This interactive session reframes negotiation as a vital leadership skill and strategic tool, especially in uncertain times.

You’ll learn how to recognize hidden opportunities, communicate with clarity, and advocate with confidence, even under pressure.

Through real-world CPA scenarios, guided reflection, and actionable tools, you’ll walk away ready to lead more effectively through everyday conversations and navigate tough conversations with professionalism and poise.

Key takeaways

  • Why negotiation is more essential than ever—and how to reframe your mindset
  • How to spot overlooked opportunities to influence, lead, and advocate
  • A practical 3-step framework to prepare and communicate effectively under pressure

Whether you're negotiating scope, timelines, resources, or recognition, this session will help you lead beyond the numbers and succeed in any climate.


The Wellness Paradox

Presenter: Nicole Porter | Stress Coach, Wellness Educator, Nutritionist, Speaker, Founder of Nicole Porter Wellness

Despite working harder than ever to stay healthy, professionals are stuck in a cycle of ineffective tactics and outdated advice. In this insightful session, Nicole uncovers the top three misconceptions that hinder optimal health, mindset, and productivity - offering a modern, strategic approach that delivers real results.

Key takeaways

  • Effort Doesn’t Equal Results – Working harder to be healthy isn’t the same as working smarter. Many professionals waste time and energy on wellness trends that don’t deliver lasting benefits.
  • Hidden Stress Sabotages Health & Performance – Unrecognized stressors (like poor nutrition, lack of sleep, and overworking) quietly undermine health, mental clarity, and productivity, making it harder to perform at your best.
  • Strategy Beats Shortcuts – A sustainable, evidence-based approach to wellness—rather than quick fixes—leads to better energy, focus, and long-term success in both health and career.
12:45 pm - 1:45 pmLunch Break

1:45 pm - 2:55 pm

BREAKOUT 3

Navigating Sustainability Reporting in Uncertain Times

Presenter: Caren Lombard, CFA, CPA, FSA | Academic lead, BMO SME Climate Clinic, Sauder Centre for Climate and Business Solutions, UBC Sauder School of Business Faculty

Sustainability Reporting is rapidly evolving, with complex and, at times, controversial changes to Standards that could impact your organization. This session will briefly look at the background to the new Canadian Sustainability Standards, review key developments in other jurisdictions and consider how the recent issuance of the Canadian Sustainability Disclosure Standards (CSDS 1 & 2) could impact Canadian organizations and CPAs.

Key takeaways

  • Examine the impact of the new sustainability reporting standards from three different entity perspectives – a Canadian publicly traded company, a public sector entity and a smaller private company.
  • Understand the implications and incentives for each entity, considering their stakeholders.
  • Explore the ‘climate-first’ approach to the standards that allows a phased-in approach for entities on their sustainability reporting journey.

Striking the Balance: A Strategic Mindset for Today’s Operational Challenges

Presenter: Mia Maki, BA, MBA, FCPA, FCMA | Associate Dean, External & Outreach, and Associate Teaching Professor, Gustavson School of Business | University of Victoria 

Discover how to cultivate a strategic mindset that empowers you to balance operational tasks with long-term success, driving meaningful results in your work. Effectively manage today’s demands while achieving tomorrow's goals.

The operational demands of any organization are at least a full-time workload. It can be difficult to find the time develop and advance strategic initiatives, while keeping the wheels on the bus. In this session, participants will explore personalized solutions to balance strategy with operational effectiveness.

Key takeaways

  • Cultivate a strategic mindset to achieve long-term success
  • Discuss tools, tips, and tricks to balance strategy with operational effectiveness
  • Draw from best practices in triage to support this balance

Cultivating Resilience and Well-being

Presenter: Ross Laird, PH.D, RCC | Best-selling author, clinical consultant, acclaimed educator, and award-winning scholar

Working with people in professional contexts is complex and nuanced. As we support and empower clients and colleagues, how can we also stay emotionally healthy and connected to ourselves and those around us? How might we develop strategies to ensure that we don’t slide into burnout, trauma, mental illness, or deep distress?

In this session, we’ll explore these themes and examine strategies for cultivating our own mental health and wellness, building capacity within our organizations and teams, and directing stressful moments toward positive outcomes for everyone.

Key takeaways

  • Cultivate an effective and empathetic presence, support others without overstepping personal boundaries, and respond to distressing emotional situations with a grounded, compassionate approach.
  • Apply key principles such as self-awareness and empathy as the foundations for a set of skills that facilitate environments of safety, trust and well-being.
  • Understand the roots and layers of mental health challenges (such as trauma, addiction, and developmental issues), recognize and effectively respond to emotional activation that arises from these layers, and develop the skills to attend to personal well-being in situations of stress and turmoil.
  • Navigate common challenges involving appropriate boundaries (especially when professionals share personal histories with those they work with).
2:55 pm - 3:10 pmBreak

3:10 pm - 4:30 pm

PLENARY

Cultivating Resilience in Uncertain Times

Presenter: Carolyn Stern, B.Ed, PBD in PrEd, PBD (International Business), MA (Leadership) | Emotional Intelligence Expert, University Professor, and CEO of EI Experience

In today’s fast-paced, ever-changing world, navigating complexity requires more than just strategy – it demands emotional strength. This session will empower leaders to adapt, thrive, and inspire amidst uncertainty. 

Emotional resilience is a critical skill for leading through ambiguity and adversity. Participants will discover practical strategies to manage stress, cultivate a growth mindset, and foster emotional well-being to enable leadership with clarity and composure when it matters most. Learn to stay calm and effective, even in high-stress situations and walk away with actionable tools to boost mental toughness and build teams that thrive under pressure.

Key takeaways

  • Reframe Challenges: Develop strategies to shift negative thought patterns and cultivate optimism
  • Master Emotional Regulation: Explore proven techniques to regulate emotions and maintain balance during uncertainty
  • Boost Energy & Performance: Implement self-care practices that enhance resilience and sustain peak performance
David-Alexandre Brassard

David-Alexandre Brassard is CPA Canada’s chief economist. In his role, he produces content, presents on economic topics to members and business leaders, as well as represents the organization and acts as a spokesperson for the media. 

Prior to joining CPA Canada, he worked as a manager for a consulting firm specializing in economic and strategic studies. He has been involved in the public sector with multiple government departments and has a deep interest in public and economic policy.  

Carrie Gallant

Carrie Gallant is an executive leadership coach, and coauthor of “Conversation Secrets for Tomorrow’s Leaders: 21 Obvious Secrets Leaders Do Not Use Enough”. As a former lawyer and executive, she truly understands the challenges many leaders navigate. 

Carrie weaves psychology, neuroscience, and improvisation with strategy as she inspires and empowers her clients to think bigger, negotiate more powerfully and step up into greater influence and impact. Carrie is an Impostor Syndrome Informed Coach™ with the Impostor Syndrome Institute™, and certified in Conversational Intelligence® and Authentic Leadership for Teams®. Her work has been featured in Cosmo Magazine, goop.com, women.com, vice.com, The Globe and Mail, The Financial Post, and on News1130/680News and CBC Radio.

John Hetherington

John Hetherington is a Technology Strategist, International Speaker and founder of We Deliver Your Vision. He helps CFOs and Controllers to take advantage of technology to automate processes, reduce costs and get time back in their day.

John has led finance technology projects for over 25 years and has 10 years of strategy consulting experience from large international management consulting firms including Deloitte and Ernst & Young in the UK and North America. He lives in Calgary and likes hiking and camping in the mountains.

Corinne Impey

Corinne Impey is a versatile, action-oriented senior communications professional and entrepreneur. She provides strategic advice and communications coaching to leaders and teams across Canada. 

Together with her team at Six Words Communication, they develop communication plans, campaigns, and materials that build brands, engage audiences and drive results. Corinne holds a Masters of Professional Communication degree from Toronto Metropolitan University and is the recipient of a Gold Quill Excellence Award from the International Association of Business Communicators for her work in change communication.

Ross Laird

Ross Laird, PH.D, RCC is a best-selling author, clinical consultant, acclaimed educator, and award-winning scholar. He is a sought-after speaker on themes of personal and professional development, mental health, and well-being.

With more than 30 years of professional practice, Dr. Laird has worked with hundreds of organizations, thousands of individual clients, and in many countries. Recently he was the co-developer of a new framework for trauma healing in partnership with the 9/11 Memorial and Museum in New York.

Caren Lombard

Caren Lombard, CPA, CFA, FSA is the academic lead of the BMO SME Climate Clinic at the Sauder Centre for Climate and Business Solutions, and a lecturer at UBC’s Sauder School of Business.

Caren is a facilitator for the CPA Canada Sustainability Certificate and she leads professional development courses on sustainability reporting for CPA BC. Caren holds a Fundamentals of Sustainability Accounting (FSA) credential from IFRS Foundation and is a graduate of the Accounting4Sustainability Academy. Prior to her career in post-secondary education, Caren spent 15 years working in the finance industry in South Africa and Canada.

Mia Maki

Mia Maki, BA, MBA, FCPA, FCMA is a Principal of a consulting firm, and Associate Dean, External & Outreach, at the Gustavson School of Business, University of Victoria, with over 25 years of teaching experience.

She has worked in Finance and Accounting for over 25 years, and has experience in a wide variety of industries, including audio technology, airlines and aviation, not-for-profit, public accounting, marine transportation, fisheries monitoring, gaming and other technology arenas. She has worked for both private and public companies, has participated in raising over $50M in funds, and has experience in international initiatives.

Nicole Porter

Nicole Porter is an award-winning Stress Coach, Nutritionist, and Wellness Educator, and owner of Nicole Porter Wellness, a health and wellness education company that has twice been recognized as one of the Top 10 Corporate Wellness Service Companies in Canada.

Through seminars, speaking, coaching, and courses, Nicole brings over three decades of experience in health and wellness to help businesses and busy, stressed-out professionals across North America strategically conquer The Top 10 Unhealthy Habits that add Hidden Stress to the body, and secretly sabotage health, mindset, performance - and the bottom line. Nicole is known for The Hidden Stress Framework™️, and bringing an evidence-based, innovative, and realistic approach to stress, health, and habit change. Her first book, How to Kick A** in Chaos, was released in Spring 2025.

Ken Puls

Ken Puls, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools.

With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc and Skillwave.Training whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006.

Carolyn Stern

Carolyn Stern is the President and CEO of EI Experience—an executive leadership development and emotional intelligence training firm. She is a Certified Emotional Intelligence and Leadership Development Expert, Certified Speaking Professional (CSP®), award-winning author, and university professor.

Carolyn's emotional intelligence courses and modules have been adopted by top universities in North America. She has also provided comprehensive training programs to business leaders across the continent in highly regarded corporations encompassing industries such as technology, finance, manufacturing, advertising, education, healthcare, government, and food service.

Tammy Towill

Tammy Towill is a partner in the Cordura Group and faculty member with the School of Business with Capilano University, providing business advisory services and related education and training programs to organizations and communities seeking growth or change.

For over 27 years, Tammy has worked with private and public sector companies throughout North America, Europe and Asia, providing education, training and facilitating in the areas of leadership, strategy, business planning and curriculum development and implementation. She has served on and worked with several boards in Canada and the US.