Banner

Date: November 9, 2021
Time: 8:30am – 4:30pm
Location: Virtual Conference via Zoom

 

Eligible CPD Hours: 7
Course Fee: $475 $380
(Special discounted pricing)
PD Passport Valid: 12 credits


Summary

Designed to bring new ideas and tools to help you not just survive but thrive in public practice after a challenging two years, this virtual conference delivers access to a wealth of information from inspiring keynote speakers on Future Proofing Your Trusted Advisor Role and Managing Your Mindset and Emotional Wellbeing.

Share best practices. Learn and get inspired.

In addition to two streams of breakout session choices on information technology and practice management topics, the Practitioner Ideas Exchange sessions allow you to interact with your peers to share best practices and learn from and inspire each other. Leave the day with practical takeaways that will elevate you as a practitioner and add value to your firm and your clients.  


Register Today

Virtual Nexus Day Agenda

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

8:35 am - 9:55 am
PLENARY

Accountants as Trusted Advisors: Create Rapport with Your Clients While Building Leadership Skills
John Hetherington, PMP, CMC | Digital change expert

The accounting industry is changing and accountants are at risk of being left behind. This was a key finding from CPA Canada’s recent study, The Way Forward and the report recommends that accountants need to step-up their game in creating value for their clients. The fastest way for accountants to add value is to become a trusted advisor. Whether you are filing taxes or restructuring company finances, cultivating trust with your clients is a critical leadership skill and will future proof your career by positioning you for higher value, strategic work.

During this session, John shares his five factors of building trust and gives you specific tools and techniques for creating value for your clients and partners including; how trust enables accountants to grow their businesses, the five competencies of a trusted advisor, how accountants can leverage trust to build value-add client relationships, real-world case studies of results from accountants becoming trusted advisors and how to create a customer-centric mindset by apply the journey map toolkit.


9:55 am - 10:05 amBreak

10:05 am - 11:15 am
BREAKOUT 1

Cyber Security & Remote Workforce Planning for CPA Firms
Rick Dhatt | President, Welcome Networks
Ermias Bairu | Sr. System Administrator/Solutions Architect, Welcome Networks

Cyber security today is not just something Enterprises need to be worried about anymore as hackers have been specifically targeting small to medium sized financial firms. Firms have access to and store sensitive financial information for many clients and generally don’t have an IT team dedicated to cyber security which makes them a desirable target.  

In addition, companies have been forced to adopt a remote work environment through cloud computing to continue operations and this creates new attack vectors and vulnerabilities for criminals to exploit. This session will focus on mitigating your risk of a cyber attack using secure passwords and two factor authentication, preparing for a ransomware attack by reviewing your IT infrastructure, creating a backup plan with multiple redundancies and cloud computing using Canadian data centres and encrypting your data in transfer.


Options for Buying or Selling an Accounting Practice
Dorin Mihalache, CPA, CA | Managing Partner, MMCA & Associates

This session is designed to provide CPAs in public practice with the opportunity to gain or enhance their knowledge of selling or acquiring a practice. General knowledge of practice management is recommended and the topics covered include current trends, valuation, taxation, client retention, and ethics. Dorin will guide participants to identify the key elements of a successful practice, gain an understanding of the practice transition steps, and recognize the ethics considerations around practice transition. 

11:15 am - 11:35 amNexus Exchange

Take advantage of this time to explore what’s happening in the profession and speak with representatives from CPABC.  Bring your questions or just enjoy the opportunity to network virtually with CPABC staff and other attendees.  In this come-and-go session, you will be able to self-select from breakout rooms identified by the CPABC group that will be on hand to answer your questions.
11:35 am - 12:20 pmLunch Break

12:20 pm - 1:30 pm
BREAKOUT 2

 

Digitalizing Your CPA Practice
Tom Gillespie, CPA, CA | Partner, Clearline CPA and Clearline Consulting

This session explores strategies to modernize administrative functions within your practice to be more efficient and effective. Participants will explore currently available cloud-based solutions to improve processes within their firm such as due diligence, client engagement, relationship management, timekeeping, billing, collections, etc.

There are many vendors that provide applications to address aspects of the administrative issues that public practitioners need to address. However, these software companies typically do not have a wholesome understanding of the industry and the rules that regulate it. Building an integrated cloud-based public practice infrastructure will require working with several of these vendors. While these companies will provide some training and support for their own products, they will not help you build and maintain the web of applications required to transform your practice.  In this session, led by a public practitioner, you will be provided with strategies to truly bring your firm into the digital age.


Marketing Essentials for Accounting Firms
Corinne Impey | Senior communications professional and entrepreneur, Six Words Communication

If marketing your accounting firm keeps falling lower on your to do list, you’re not alone. In this session, we’ll explore the essential marketing activities you can be doing to help reach your business goals. From branding to referrals, digital marketing to thought leadership, this session will help you identify the marketing strategies that are right for you and your business.

More isn’t always better. Come ready to learn about tactics you can apply now and how to pull them all together into a nimble marketing plan. Topics covered include the “must-haves” of marketing your firm, a menu of digital marketing strategies and tactics and how to develop your brand positioning to help your business stand out.

1:30 pm - 1:45 pmBreak

1:45 pm - 3:05 pm
PLENARY

Manage Your Mindset and Emotional Wellbeing  
Tammy Robertson, MA | Leadership coach and author

We have had our world rocked and learned lessons along the way. Now is the time for change. It’s time for a reset, a better way of managing our most important resource, ourselves. This session will provide tools and strategies for moving through challenges, restoring hope, building resilience and expanding our capacity in unexpected ways.

You will learn tools to help you become emotionally agile, remain optimistic, manage your perspective, use curiosity to your advantage, stay on your learning edge and treat yourself like someone who matters. Along the way you can rediscover wonder and inspiration and reclaim joy. It’s all possible.

3:05 pm - 3:20 pmBreak

3:20 pm - 3:50 pm
PRACTITIONER IDEAS EXCHANGE 1

Practitioner Ideas Exchange 1 – IT and Technology    

This interactive, moderated sessions are your opportunity to learn from your peers and share knowledge, practical advice, tools and resources. Engage in collaborative dialogue with your colleagues on specific topics relevant to today’s practitioners.  Come with your best ideas and leave with practical takeaways that will help you and your practice thrive. 

Practitioner Ideas Exchange 1 – Tax Season Survival: Tips & Tricks

This interactive, moderated sessions are your opportunity to learn from your peers and share knowledge, practical advice, tools and resources. Engage in collaborative dialogue with your colleagues on specific topics relevant to today’s practitioners.  Come with your best ideas and leave with practical takeaways that will help you and your practice thrive. 

Practitioner Ideas Exchange 1 – Staffing & Remote Work

This interactive, moderated sessions are your opportunity to learn from your peers and share knowledge, practical advice, tools and resources. Engage in collaborative dialogue with your colleagues on specific topics relevant to today’s practitioners.  Come with your best ideas and leave with practical takeaways that will help you and your practice thrive. 


3:50 pm - 4:00 pmBreak

4:00 pm - 4:30 pm
PRACTITIONER PRACTITIONER IDEAS EXCHANGE 2

Practitioner Ideas Exchange 2 - IT and Technology

This interactive, moderated sessions are your opportunity to learn from your peers and share knowledge, practical advice, tools and resources. Engage in collaborative dialogue with your colleagues on specific topics relevant to today’s practitioners.  Come with your best ideas and leave with practical takeaways that will help you and your practice thrive.

Practitioner Ideas Exchange 2 - Client and Practice

This interactive, moderated sessions are your opportunity to learn from your peers and share knowledge, practical advice, tools and resources. Engage in collaborative dialogue with your colleagues on specific topics relevant to today’s practitioners.  Come with your best ideas and leave with practical takeaways that will help you and your practice thrive.

Practitioner Ideas Exchange 2 - Opportunities of Being in Public Practice (Panel Discussion)

This interactive panel discussion is your opportunity to learn from your colleagues that will be sharing knowledge, practical advice, tools and resources. Check out the collaborative dialogue on opportunities of being in public practice and leave with practical takeaways that will inspire you. Panelists will include Greg Buck, CPA, CA, Tom Gillespie, CPA, CA and others, but is subject to change.


Ermias Bairu has been a Sr. System Administrator / Solutions Architect at Welcome Networks for the past 9 years.

Welcome Networks is headquartered in Langley, BC and has been providing IT support since 1999 with a specific focus on small to medium sized accounting clients throughout Canada. Their core competencies include On-Site IT Support, Cyber Security, Ransomware protection, Backup Redundancy, and Cloud Computing.

Rick Dhatt is president of Welcome Networks and has been in the IT industry for over 25 years.

Welcome Networks is headquartered in Langley, BC and has been providing IT support since 1999 with a specific focus on small to medium sized accounting clients throughout Canada. Their core competencies include On-Site IT Support, Cyber Security, Ransomware protection, Backup Redundancy, and Cloud Computing. 

Tom Gillespie, CPA, CA is a partner with Clearline CPA and Clearline Consulting. Tom provides audit, review, compilation and advisory services to companies throughout British Columbia.

In his role at Clearline Consulting, Tom provides CPA firms with IT software and internal process consultations, quality control monitoring, in-house training, as well as accounting and assurance consulting services. Tom works closely with many practitioners helping them succeed and build thriving practices. Tom also acts as a consultant and volunteer with CPA Canada and CPABC.

John Hetherington, PMP, CMC helps accountants when they see the huge opportunity of technology but don’t know where to start or get frustrated with overly complicated projects.

John has led technology projects for over 25 years and is an expert in digital change. He has 10 years of strategy consulting experience from Deloitte and Ernst & Young and has helped companies in the UK and North America. His clients value the way he creates pragmatic strategies and his ability to simplify complexity, especially in technology projects.

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, she develops communication and change management plans, campaigns and materials that build brands, engage stakeholders and drive results. Corinne holds a Masters of Professional Communication degree from Ryerson University and is the recipient of a Gold Quill Excellence Award from the International Association of Business Communicators for her work in change communication.

Dorin Bogdan Mihalache, CPA, CA is a seasoned Chartered Professional Accountant with more than 20 years of public practice experience. He has completed all three levels of the In-Depth Tax Course, the most comprehensive tax training in Canada.

He is the managing partner at MMCA & Associates, a boutique tax and accounting firm that offers quality services to healthcare professionals and business owners across the country. In November 2019, Dorin founded PracticeForSale.ca, a Canadian advisory firm that focuses on accounting practice transition.

Tammy Roberston, MA is a persevering optimist who believes the key to resilience is grit and gutsiness, having a voice of reason and caring more than makes sense. With over 25 years of experience Tammy consults regularly with clients committed to creating cultures that support employee wellbeing and resilient leadership.

She is a leadership coach and author, and has enjoyed working with CPAs from BC to NL, providing resilient leadership and personal development seminars and keynotes at conferences and training days.

Register Today