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Pierre Cleroux


Pierre Cléroux,
Vice President, Research and Chief Economist at BCD


Trish Tutton

Trish Tutton,
Speaker and Mindfulness Teacher 
 

July 25, 2024
8:30am - 4:30pm
Virtual Conference via Zoom

Growing your impact

Embark on a journey of personal and professional growth at our PD Nexus: Business and Leadership Insights. Join us for an insightful day of professional development that will leave you with the skills and inspiration to amplify your impact.

Now is the time to explore new ideas with sessions on negotiating, powering up your presentations with neuroscience, AI in Accounting, becoming unshakeable and much more.

Programming note: For those looking forward to an in-person event, PD Nexus: Business & Innovation Insights will be back at the Vancouver Convention Centre this December.

Register Now 


Special Bundle Pricing

A PD Nexus bundle discount of $100 is available if you register for this together with Information Technology Insights, July 23 & 24. The discount will be applied only if you register for both Nexus Days in the same transaction and use Promo Code Nexus2024.

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

8:30am - 8:35am

Welcome and Introductory Remarks

8:35am - 9:55am

PLENARY

Economic Outlook 2024: Trends and Insights for Entrepreneurs

Presenter: Pierre Cléroux

Join us for an insightful economic outlook by BDC’s Chief Economist, Pierre Cléroux. Learn how the Canadian economy is evolving, and gain perspectives on trends that are shaping our business environment.

The presentation will cover such topics as the economic slowdown, the effects of interest rates, the labour shortage, changes in Canada’s demography, and the positive impacts of adopting ESG practices on small- and medium-sized businesses. This is a unique opportunity to gain powerful insights in order to make impactful decisions for your business.


9:55am - 10:10am

Break

10:10am - 11:20am

BREAKOUT 1

Power Up Your Presentations with Neuroscience

Presenter: Marc Hurwitz

We’ve all endured “Death by PowerPoint”: the boring, over-complicated, incomprehensible slide deck that makes even the best speakers look amateurish. While other presentation courses focus on aesthetics and speaking techniques, this practical, science-based course gets to the heart of the matter: your brain, how it learns, and what actually convinces others to think or do something differently. Gain loads of practical tips to amp up all your presentations.

Key topics

  • Learn the top errors that even experts at presentations unknowingly make
  • Deliver more persuasive presentations by applying neuroscience in a practical way
  • Quickly revise existing presentations to help brains (and your audience!) learn better
  • Use brain science to make your presentation more engaging
  • Use graphs, charts and flourishes with greater intention and stronger impact

6 Best Practices for Hybrid Leadership

Presenter: Renée Safrata

In order to successfully and efficiently work in a hybrid world there are a number of elements that need to be considered, including new models and methods for communication, structures, cohesion, and more.

Learn new approaches and innovations to increase connection with distributed employees to ensure sustained project outcomes, decrease risk of attrition and costly inefficiencies, and increase cross-functional accountabilities. In this interactive session, participants will learn to effectively lead a hybrid team by mastering these six power skills: communication, accountability, structures, interactive feedback, emotional intelligence, and cohesion.

Participants will be given the opportunity to download The Six Key Indicators of Highly Functioning Teams. It is a more in-depth look at the indicators and models related to the session discussion.


Your Habit Blueprint

Presenter: Ron Monteiro

Most of us know what we ‘should’ do each day, yet many of us fail to accomplish it. Establishing habits instead of relying solely on goals, willpower, and discipline can help us accomplish more of what’s important. Elite performers make the most of their time using five essential routine principles, starting with the power of habit.

Key topics

  • Define a time budget and identify your “policies” to build your weekly routine
  • Protect the focus time you need each day to get the “big things” done
  • Structure your day around your top (work and personal) priorities

11:20am - 11:35pm

Break

11:35am - 12:45pm

BREAKOUT 2

How to Use AI: Practical Uses of AI for CPAs

Presenter: Mitchal Derksen

Learn practical tips on using AI to streamline your day-to-day work from a CPA that designs, builds, and works with AI every day. In this course, you will learn the basics of how to use AI to simplify your communications, how to build tools in Excel much more quickly and with greater sophistication, and how to automate routine tasks.

Key topics

  • Significantly less time spent managing communications
  • The ability to write complex functions in Excel (or even to write code) with a low learning curve
  • The freedom to unlock new ways of thinking about old problems and create innovative solutions

Excellence in Negotiation

Presenter: Peter Johnston

Whether you realize it or not, you engage in negotiations all the time and in all areas of your life — anytime you’re trying to influence someone to do something. Peter will share the core practices of history’s best negotiators with a view to helping you reflect on how you can be most effective in your own negotiations, whether at work, at home, or in your community.

Drawing on real-life negotiation stories from across time, and his own client work, he will explore with you some of the surprising mindsets, strategies, and tactics that have proven to raise your odds of getting what you want, even when the odds are heavily stacked against you.


The Art of Delegating

Presenter: Ron Monteiro

Have you ever felt like you have too much to do, but held on to tasks because it’s just easier to do them yourself? Delegating isn’t always easy, but it is a key skill for long-term success. Embrace the ART of Delegating framework: Assign, Review and Teach.

Key topics

  • Inspire a sense of purpose when assigning work
  • Overcome common challenges and achieve better results when assigning and/or completing work
  • Strengthen mentor/mentee relationships

12:45pm - 1:45pm

Lunch Break

1:45pm - 2:55pm

BREAKOUT 3


Storytelling Insights: Numbers into Narratives

Presenter: Lawrence Yuen

Learn to transform numbers into narratives that resonate with your audience. This session will teach you the principles and techniques of effective storytelling by using data, frameworks and tools to create engaging visuals and to drive effective decision making.

Key value proposition of data driven storytelling:

  • Build trust and credibility with your key stakeholders by connecting with their strategic objectives and backing up your recommendations with data
  • Simplify the delivery of complex ideas by establishing context and highlighting the meaning behind data
  • Engage and influence the business outcome by focusing on explaining why and adopting an action oriented approach

Key takeaways

  • Promote effective decision making through the application of storytelling frameworks
  • Leverage slide templates and visualization cues to address common Finance & Accounting scenarios
  • Drive engagement and foster collaboration with your key stakeholders by addressing your presentation blind spots

Building an Emotionally Safe Culture

Presenter: Carolyn Stern

There are two schools of thought when discussing corporate culture — cognitive culture and emotional culture. Cognitive culture is the shared set of intellectual values, standards, and attitudes that sets the tone of how employees think and behave at work. Whereas, emotional culture is the shared affective values, norms, and assumptions, which govern the feelings people have and are allowed to express at work.

Your company likely has an established cognitive culture and manages it, but your emotional culture is most likely left unmanaged, suppressed, or, worse yet, not even acknowledged.

How you feel affects how you behave, and therefore, emotions are a core component in cultivating a strong corporate culture. It will bring out the best in your employees, motivating them to speak from the heart and live out the company’s core mission and guiding principles.

Join us for this impactful workshop to delve into tools and techniques for aligning your cognitive culture with your emotional one. We will show you how to put your emotional culture into action to boost commitment and engagement within your teams.


What Matters Most: Power Tools for Focused Leaders Ready for Impact

Presenter: Tanis Frame

The key to living an impactful life at home and at work, and to finding balance in the demands of your life and leadership is to get crystal clear about what matters most, then move accordingly.

Strategic priorities, daily delegation, leading with legacy in mind, avoiding burnout and overwhelm, finding joy, and living a life you can look back on with great pride all require you to decide and live by what matters most.  

Tanis will share proven, quick and easy ways to leverage the power of the pen in your day-to-day, helping you connect with clarity and move forward with the most important things in your life. 

You will leave the session equipped with the clarity of what matters most to you in your work and life to be empowered, focused, aligned and ready for impact.

2:55pm - 3:10pm

Break

3:10pm - 4:30pm

PLENARY

Become Unshakeable: Develop a Mindset to Thrive!

Presenter: Trish Tutton

If there was simple, quick and no-cost strategy to enhance your resiliency through change and challenge, would you want to know about it? The changes you're facing now aren't the first you've encountered - and they definitely won't be the last.

Although change can sometimes seem overwhelming, building the mindset to thrive is simpler than it seems and is a culmination of small daily actions and attitudes. There is one simple and powerful strategy that anyone can use to be more resilient through change - regardless of their age, job title, seniority, or challenge they face - mindfulness.

In this experiential presentation, Trish will help you develop a mindset to thrive, so you can weather any change and challenge that comes your way with more ease and confidence.

Key takeaways

  • Understand mindfulness beyond the buzzword 
  • Understand how to cultivate inner calm in times of change and challenge to reduce overwhelm, burnout and frustration ...and practice a simple tool to turn down the volume on stress.
  • Learn how mindfulness helps us to get more perspective 
  • Understand how the mindset of 'time famine' makes navigating the stress of change almost impossible... and practice taking time to mentally rest (experiencing time affluence) to navigate the inevitable challenges in life without burning out. 
  • Be inspired to take small daily actions to set you and your team up to THRIVE.
Pierre Cleroux

Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012.Pierre leads a team of experts who analyze economic data to identify business and sector trends impacting Canadian entrepreneurs. Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012.Pierre leads a team of experts who analyze economic data to identify business and sector trends impacting Canadian entrepreneurs.

As a seasoned speaker, he helps business owners understand the risks and opportunities presented by the economic environment. Pierre is also responsible for providing economic analysis and advice to the Bank’s senior management team, and supervises all marketing and industry research activities. Over his 25-year career as an economist, he has held several influential positions that had a direct impact on entrepreneurs in Canada and abroad.


Mitchal Derksen

Mitchal Derksen, CPA, CA is the founder of Numu Technologies and is both a CPA, CA and software developer. Mitchal leads a team of CPAs that is developing accounting AI to empower entrepreneurs and accelerate the power of teams. Numu’s AI is specifically aimed at simplifying the work involved in the accounting cycle and increasing the capabilities of CPAs.

Prior to starting Numu, Mitchal spent nearly a decade in accounting roles for some of Canada’s largest organizations in public practice, industry, and the public sector. Mitchal understands the real pain points faced by CPAs and is excited to share some of his experience.


Tanis Frame

Tanis Frame, MSc, is a long time facilitator and sought after leadership coach who helps passionate people create the impact they are called to make in the world while thriving deeply in all aspects of their lives.

Tanis is relentlessly curious about what cultivates thriving and what gets in the way. She is known for her ability to create powerful space for learning, and for making growth and connection fun. 

When she’s not helping everyday humans live deeply aligned lives of meaning, impact and joy, you’ll find her playing in the mountains with her husband, teen girls, dog or her horses.


Marc Hurtwiz

Marc Hurwitz, PhD, MBA, MSc, MSc, CMC, is FliP U's Chief Insight Officer. He has a PhD in cognitive neuroscience and masters degrees in math, physics, and business, and many years corporate and entrepreneurial experience in marketing, HR, actuarial and IT.

Though he dreamed of being a theoretical physicist or one of the Beatles, his path in life keeps pulling him back to his love of learning and teaching. Marc also teaches entrepreneurship and leadership at the University of Waterloo, acts and directs community theatre, is a poet, and an avid pinball player.


Peter Johnston

Peter D. Johnston, MBA, is the Managing Director of Negotiation Advice International (NAI). He is an international negotiation expert, a leading negotiation advisor, thinker and practitioner, a sought-after negotiation speaker, and a bestselling negotiation author.

His award-winning book, Negotiating with Giants, relays lessons from his firm’s advisory work, extensive research, and some of history’s most difficult negotiations, ranging from trade deals and hostage-takings to the achievement of the Magna Carta. His negotiation results have been formally recognized by the United States Government for their positive economic and social impact, both domestically and abroad. He has advised CEOs on critical transactions, guided senior government officials in the face of national conflicts, and helped entire industries initiate and manage change. Peter quietly collaborates with clients of all sizes on important and distinctly challenging negotiations, conflicts, and decisions.


Ron Monteiro

Ron Monteiro, CPA, CMA, is an energetic speaker dedicated to life-long learning and helping people achieve their highest potential. Ron works with organizations and individuals to improve their productivity, collaboration and leadership skills and empowers them to thrive within a high-performing team.

Prior to consulting, Ron spent 15 years in finance leadership roles, mainly within the consumer packaged goods industry and brings this hands-on business experience into his facilitation. Ron graduated from the University of Toronto with a Bachelor of Commerce.


Renee Safrata

Renée Safrata is the founder and CEO of the Vivo Team. Having worked with thousands of companies and executives over the past 30+ years, Renée firmly believes that connection is what ultimately drives productivity.

Recognizing early on the future demand for digital workplace learning, she now has over 12 years of experience leading a remote team as well as creating educating, entertaining, and unique online learning experiences.


Carolyn Stern

Carolyn Stern, B.Comm, B.Ed, PBD PrEd, PBD, 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, professional speaker, 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.


Trish Tutton

Trish Tutton is a speaker and mindfulness teacher who spent years working in cultures where stress and burnout were seemingly the only way to success. After suffering a shocking loss, she realized: stress is unavoidable, but it doesn’t have to dictate our lives.

Trish has spent over 15 years studying with world class teachers, practicing mindfulness and learning about the science of well-being. As a speaker and mindfulness teacher, Trish has taught the skills to become UNSHAKABLE and THRIVE amidst change and challenge to over 10,000 people across North America. She is passionate about helping folks become more resilient and less stressed with simple but impactful mindfulness techniques. You can find her as a teacher on the #1 free meditation app in the world, Insight Timer, and she is the author of Mindful Mornings Journal.


Lawrence Yuen

Lawrence Yuen, CPA, CA, Director, Principal Technical Product Owner, Finance/Corporate, Mark Anthony Group, is often exploring the intersection of technology and finance, while mixing in family, golf and travel for good measure!

His career began in controllership, where he developed a strong base of business strategy, finance processes and authentic leadership. It was his curiosity in technology and its impact on how we approach problems, and how we scale that changed his perception on the world of finance. Fast forward to now, Lawrence drives the technical roadmap for finance solutions, and helps stakeholders harness the power of data, analytics, and automation to deliver strategic business value.