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Public Practice Management
Thriving in Public Practice Series (Full Series - 4 Days)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Overview
We’re excited to announce the return of the Thriving in Public Practice Series!
Thoughtfully curated to elevate your professional growth, this year’s series spans four dynamic days - each dedicated to critical areas of public practice today. Whether you're looking to enhance your knowledge, stay ahead of industry trends, or connect with your public practice peers, this is your opportunity to thrive.
|
|
Course Description
If you are unable to commit to the full series, you can register only for the individual days that align with your schedule and interests. Plus, enjoy exclusive savings based on the number of days you choose to register for.
Your flexible registration options include:
Full Series - All four days & topics (register below on this page)
Oct 22 Only - See Day 1 topics
Oct 29 Only - See Day 2 topics
Nov 5 Only - See Day 3 topics
Nov 12 Only - See Day 4 topics
Single day registration is $425, but you can save by registering for multiple days:
Register for 2 days - Select your preferred days from the options above, add each to your cart, and use the promocode PP25TWO at checkout to receive a $125 discount. Both courses must be in your cart and paid within the single transaction.
Register for 3 days - Purchase the Mini PD Passport at $975 (or $875 at the early bird discount until Sep 26, 2025) to first obtain 30 passport credits. Then register for any three days above at 10 credits each for significant savings.
Register for the Whole Series - While the series includes a built-in $275 discount, you might want to consider purchasing a Personal PD Passport to first obtain 60 passport credits. You can then register for this series using 40 credits and have 20 credits left to use on other courses until August 31, 2026.
All savings mentioned above apply to individual registrants only and cannot be combined for multiple participants.
If multiple people from your firm are interested registering, you might also look into purchasing a Flexi PD Passport to enjoy shared savings.
Applicable for
Specially designed and thoughtfully curated for our public practitioners today!
Content
| Series Agenda Discover more on our Thriving in Public Practice details page, where you’ll find session descriptions and speaker profiles. | |
| Day 1: October 22, 2025 | |
| 8:30AM-12:00PM | Polish Your Practice: Enhancing Your Review Process (to be recorded) Presenter: Greg Buck, FCPA | Partner, KEY Financial Group LLP |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | CRA's Expanded Audit Powers (to be recorded) Presenter: Jennifer Reid, CPA, CGA, TEP | Managing Director, International Tax, RSM Canada LLP |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | The Strategic Opportunity: How CPAs Can Lead the Exit Planning Conversation and Deepen Client Relationships (to be recorded) Presenter: Gerry Lalonde, CPA, CGA | Principal and President, X-Roads Technology Partners Inc. |
| Day 2: October 29, 2025 | |
| 8:30AM-12:00PM | Leadership in Economic Uncertainty (no recording) Presenter: Chris Wyman, CPA, CIA, CRMA | President, Pathfinder Business Consulting and Training |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | On Purpose, With Presence: Redefining Work-Life Balance for Accounting Professionals (to be recorded) Presenter: Chris Ho, COC | Certified Executive Leadership and Organizational Coach |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | From Risk to Readiness: What Every CPA Should Know About Cyber Liability (to be recorded) Presenter: Dylan Lenaghan | Director, Operations, Innovation Networks Inc |
| Day 3: November 5, 2025 | |
| 8:30AM-12:00PM | Your Leadership Clock: Leveraging Time and Talent Effectively (to be recorded) Presenter: Julie Ruben Rodney, M.Ed., CHRL?| Founder and CEO, MaxPeople |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | Increase Productivity: Understanding & Building Your First Copilot Agents (to be recorded) Presenter: David Fortin, CPA, Microsoft MVP | Founder of Piggy Bank Accountant |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | Ethics: Fraud, Bribery and Corruption (no recording) Presenter: Ken Lewchuk, MBA, MA, CPA |
| Day 4: November 12, 2025 | |
| 8:30AM-12:30PM | Understanding Clients in Financial Crisis: Emotional First Aid for Accountants (to be recorded) Presenter: Anya Spark, MA, BA, DKAT | Art Therapist, Certified Intentional Creativity Coach |
| 12:30PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | Better Know a Lawyer! (no recording) Presenter: Lorne Kotler, JD, MBA | Partner, Alexander Holburn Beaudin + Lang LLP |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | Harnessing AI for CPAs: Transforming Public Practice (to be recorded) Presenters: John Oakey, FCPA, FCA, TEP, CC | Vice-President of Taxation, CPA Canada Ryan Minor, CPA, CA, PhD | Director, Taxation, CPA Canada Melissa Robertson, CPA | Principal, Research & Thought Leadership, CPA Canada |
Discover more on our Thriving in Public Practice details page, where you’ll find session descriptions and speaker profiles.
*Some sessions will be recorded and made available for playback for a limited time
Remember, you also have the flexibility to register for individual days. And once on a specific day’s page, you can also further refine your registration by selecting only the sessions that interest you.
October 22, October 29, November 5, November 12
Course Dates & Registration
Oct 22 - Nov 12, 2025
8:30AM - 4:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. 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 as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
John Oakey
JOHN OAKEY, CPA, CA, TEP, CC, National Director of Tax Services, Baker Tilly Canada. In this role, John is responsible for supporting tax experts across the network by driving nationwide tax advisory initiatives and informing members of regulatory changes. He is also responsible for managing tax-related content, including Tax Flashes and Alerts, which are released to clients. Furthermore, he provides tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Canada and CPA Nova Scotia. John has written and presented numerous articles and papers over his career and has presented at many national conferences, including several Atlantic Tax Conferences.
Jennifer Reid
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Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Lorne Kotler
LORNE KOTLER, JD, MBA maintains a broad legal practice encompassing administrative, regulatory, securities, corporate governance, employment, real estate and general commercial matters. In addition to his appearances as counsel before the British Columbia Supreme Court and Court of Appeal, Lorne has represented clients before the Investment Industry Regulatory Organization of Canada (IIROC) and Chartered Professional Accountants of British Columbia (CPABC). As part of his broader practice, Lorne frequently assists Chartered Professional Accountants navigate legal issues relating to the practice of public accounting including by providing opinions on risk management, advice concerning ongoing engagements (including resignations), assistance with complaints to CPABC, and representation in court.
Ken Lewchuk
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KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
David Fortin
David Fortin is a CPA (Quebec), Microsoft MVP and LinkedIn Learning Instructor. He has accounting experience at a Big 4 accounting firm and a major video game company. David is the founder of Piggy Bank Accountant, a YouTube channel and online training platform that focuses on Microsoft Excel and Microsoft Copilot topics. Since 2023, David’s channel has taught more than 2,000,000 people, with 12,000 people currently subscribed to his channel. David has contagious energy and loves to help others become more productive and efficient in daily tasks.
Chris Ho
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Chris Ho is a Certified Organizational Coach (COC), and certified Advanced Certification in Team Coaching with the International Coaching Federation. Chris is a dynamic leader with over 17 years of multifaceted experience spanning financial services, media, marketing, software, technology, and professional training. His leadership journey has seen him excel in operations, sales, marketing, consulting, and coaching. As the founder of Conscious Studio, Chris brings his rich leadership experience and coaching skills to help leaders take their professional goals to the next level. Additionally, Chris is a Senior Coach and Consultant with FranklinCovey, a global leadership development organization focused on building leadership capacity through workshops and 1:1 executive coaching.
Chris Ho is a Certified Organizational Coach (COC), and certified Advanced Certification in Team Coaching with the International Coaching Federation. Chris is a dynamic leader with over 17 years of multifaceted experience spanning financial services, media, marketing, software, technology, and professional training. His leadership journey has seen him excel in operations, sales, marketing, consulting, and coaching. As the founder of Conscious Studio, Chris brings his rich leadership experience and coaching skills to help leaders take their professional goals to the next level. Additionally, Chris is a Senior Coach and Consultant with FranklinCovey, a global leadership development organization focused on building leadership capacity through workshops and 1:1 executive coaching.
Anya Spark
Anya Spark, MA, BA, DKATI, is a certified Intentional Creativity® Coach, a professional art therapist and a retired accountant who developed a unique 7-step process of integrating art in the business development. She has MA in economics and finance, including many years managing a successful accounting practice. Anya’s main product is Financial Crisis Therapy that combines business knowledge and psychotherapy. In her own words: “I always felt that I can give more to my clients than just a business advice, I wanted to encourage them, support them emotionally and mentally, but I had to stay professional and keep my advice to the numbers only. I felt that by offering counseling services linked to accounting advice would give my clients a better chance to reach their goals and feel successful.”
Dylan Lenaghan
Dylan Lenaghan is Director of Operations at Innovation Networks, an award-winning managed IT & cybersecurity provider, one of the fastest growing companies in BC. He engineers operational excellence and measurable service reliability—while steering technology planning and governance. Dylan has been with Innovation Networks since 2017. Earlier roles with Indigena Solutions, Rockwell Collins, YVR, and HSBC give him a practitioner’s edge across enterprise and SMB environments. Known for turning complex situations into predictable outcomes. He has gained a wealth of experience in system administration; IT leadership and service desk management. Dylan can seamlessly bring together the worlds of IT operations and technology.
Julie Ruben Rodney
With over 30 years of experience as a Consultant, CEO, Founder, and Mother, Julie Ruben Rodney specializes in time management, delegation, and productivity strategies that drive professional and personal success. At MaxPeople, these principles shape our culture and client solutions. Julie brings this ethos to every workshop, equipping attendees with practical tools such as Time-Boxing, Technology, and Priority and Delegation Models, while exploring barriers to effective time management and delegation. Julie’s facilitation is anchored in adult learning principles gained through her Master’s in Education in Adult Learning, blending storytelling as a CEO and founder with evidence-based techniques to connect with audiences on both an emotional and intellectual level.
Ryan Minor
Ryan Minor, CPA, CA, PhD, practiced income tax for over twenty years with several firms including, most recently, Baker Tilly in Sudbury prior to joining CPA Canada. Ryan recently completed a PhD in Law from Queen’s University. His research focuses on the effectiveness of tax policy to achieve beneficial economic outcomes. He has also taught numerous courses for various universities and for CPA Ontario. Ryan sits on numerous tax related committees including the Joint Committee on Taxation and the SR&ED Committee as well as numerous working groups including the Green Technology Working Group. He also contributes to tax education by giving numerous seminars across the country on emerging tax topics. Members will also note that he provides important, timely updates on CRA administrative issues through LinkedIn and national media.
Melissa Robertson
Melissa Robertson, CPA is a Senior Manager of Assurance and Reporting at CPA Canada focused on the impact of technology on the CPA profession. Melissa is responsible for developing CPA Canada’s research and thought leadership on emerging trends, innovation and technology, including CPA Canada’s recent thought leadership series with the AICPA & EY on artificial intelligence. Prior to joining CPA Canada, Melissa was an auditor and data analytics specialist with PwC, working with the federal government, private sector, and not-for-profit organizations. Melissa also a Board member of the Canadian Audit & Accountability Foundation and teaches Data Analytics for Accounting at Carleton University in Ottawa.
Chris Wyman
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CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Gerry Lalonde
Gerry Lalonde, CPA, CGA is a seasoned executive and trusted business advisor with over 25 years of experience helping companies grow from early-stage ventures to market leaders. As a CPA and founder of X-Roads Technology Partners, Gerry brings deep expertise from decades spent in the C-suite, serving nationally and internationally as CFO, CIO, COO, and CEO. He’s taken two companies public, one on NASDAQ and one on the Canadian Venture Exchange, and is known for developing strong leadership teams and building strategic exit plans that secure both legacy and long-term growth. Gerry believes the real strength of any business lies not just in its numbers, but in its people, and their ability to meet the challenges ahead. His clients often describe him as a rare mix of strategic thinker, practical doer, and deeply committed mentor who consistently delivers results.
Past
Oct 23 - Nov 13, 2024
8:30AM - 4:45PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. 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 as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Garth Sheriff
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Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.
Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.
Lorne Kotler
LORNE KOTLER, JD, MBA maintains a broad legal practice encompassing administrative, regulatory, securities, corporate governance, employment, real estate and general commercial matters. In addition to his appearances as counsel before the British Columbia Supreme Court and Court of Appeal, Lorne has represented clients before the Investment Industry Regulatory Organization of Canada (IIROC) and Chartered Professional Accountants of British Columbia (CPABC). As part of his broader practice, Lorne frequently assists Chartered Professional Accountants navigate legal issues relating to the practice of public accounting including by providing opinions on risk management, advice concerning ongoing engagements (including resignations), assistance with complaints to CPABC, and representation in court.
Ken Lewchuk
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
Robyn Jarvis
ROBYN JARVIS, LLB, BA, combines an extensive civil litigation practice with relevant experience in employment law. She has advised and represented clients in a variety of sectors with complex corporate and commercial litigation issues, including professional regulatory matters, contractual disputes, shareholder disputes, negligence, breaches of trust and fiduciary duties, and civil fraud. Robyn’s employment law work has included acting on behalf of employers and employees with respect to wrongful dismissals, human rights complaints, and discrimination claims as well as providing general advice on a variety of employment related matters. Robyn also has experience conducting commercial arbitrations under the Commercial Arbitration Act.
John Higgins
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John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Babar Khan
BABAR KHAN, CPA, MBA, BBA, MSc is an experienced tax professional with over 15 years of experience in tax compliance and advisory work. He specializes in taxation for Expatriates, Business Travelers, High Net Worth Individuals and Owner-Managed businesses. Babar also teaches at Canada’s Schulich School of Business, along with Canadian CPA bodies. Babar holds an MSc (Tax) degree from University of Oxford (UK) and an MBA from Schulich School of Business (Canada). He is also a dual US and Canadian CPA. Babar also serves on the board of a UK-based EdTech Company.
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
David Crawford
David Crawford, CPA, is a former partner of the large international firm environment, who has broken from the pack to work with servicing clients of the small- to medium-sized accounting and law firms across the country. David has worked in the practice area for over 25 years and runs his practice from his Calgary office. David has worked in both public practice (Big 4+) and government and has been assisting clients with indirect tax controversy and audit support for much of his career, while also devising unique indirect tax solutions, including savings opportunities and managing indirect tax compliance risks. David frequently publishes indirect tax blogs, but also writes and instructs CPA Canada indirect tax courses.
Chad Chang
Chad Chang, CPA, CMA, is a Co-founder and Advisor at Purpose CPA. He has 25 years in the trenches of sales, marketing, HR, accounting, and tech. Chad is all about shaking up the norm. He fuses business analysis, project management, accounting, and the latest tech to flip operations on their head. If it’s about transforming how things work, he is in.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Details
Cost
$1425
Members
$1425
Non-Members
Eligible Hours
- 28
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 40
- Credits
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Public Practice Management
Thriving in Public Practice Series (Full Series - 4 Days)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$1425
Members
$1425
Non-Members
Eligible Hours
- 28
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 40
- Credits
Overview
We’re excited to announce the return of the Thriving in Public Practice Series!
Thoughtfully curated to elevate your professional growth, this year’s series spans four dynamic days - each dedicated to critical areas of public practice today. Whether you're looking to enhance your knowledge, stay ahead of industry trends, or connect with your public practice peers, this is your opportunity to thrive.
|
|
Course Description
If you are unable to commit to the full series, you can register only for the individual days that align with your schedule and interests. Plus, enjoy exclusive savings based on the number of days you choose to register for.
Your flexible registration options include:
Full Series - All four days & topics (register below on this page)
Oct 22 Only - See Day 1 topics
Oct 29 Only - See Day 2 topics
Nov 5 Only - See Day 3 topics
Nov 12 Only - See Day 4 topics
Single day registration is $425, but you can save by registering for multiple days:
Register for 2 days - Select your preferred days from the options above, add each to your cart, and use the promocode PP25TWO at checkout to receive a $125 discount. Both courses must be in your cart and paid within the single transaction.
Register for 3 days - Purchase the Mini PD Passport at $975 (or $875 at the early bird discount until Sep 26, 2025) to first obtain 30 passport credits. Then register for any three days above at 10 credits each for significant savings.
Register for the Whole Series - While the series includes a built-in $275 discount, you might want to consider purchasing a Personal PD Passport to first obtain 60 passport credits. You can then register for this series using 40 credits and have 20 credits left to use on other courses until August 31, 2026.
All savings mentioned above apply to individual registrants only and cannot be combined for multiple participants.
If multiple people from your firm are interested registering, you might also look into purchasing a Flexi PD Passport to enjoy shared savings.
Applicable for
Specially designed and thoughtfully curated for our public practitioners today!
Content
| Series Agenda Discover more on our Thriving in Public Practice details page, where you’ll find session descriptions and speaker profiles. | |
| Day 1: October 22, 2025 | |
| 8:30AM-12:00PM | Polish Your Practice: Enhancing Your Review Process (to be recorded) Presenter: Greg Buck, FCPA | Partner, KEY Financial Group LLP |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | CRA's Expanded Audit Powers (to be recorded) Presenter: Jennifer Reid, CPA, CGA, TEP | Managing Director, International Tax, RSM Canada LLP |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | The Strategic Opportunity: How CPAs Can Lead the Exit Planning Conversation and Deepen Client Relationships (to be recorded) Presenter: Gerry Lalonde, CPA, CGA | Principal and President, X-Roads Technology Partners Inc. |
| Day 2: October 29, 2025 | |
| 8:30AM-12:00PM | Leadership in Economic Uncertainty (no recording) Presenter: Chris Wyman, CPA, CIA, CRMA | President, Pathfinder Business Consulting and Training |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | On Purpose, With Presence: Redefining Work-Life Balance for Accounting Professionals (to be recorded) Presenter: Chris Ho, COC | Certified Executive Leadership and Organizational Coach |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | From Risk to Readiness: What Every CPA Should Know About Cyber Liability (to be recorded) Presenter: Dylan Lenaghan | Director, Operations, Innovation Networks Inc |
| Day 3: November 5, 2025 | |
| 8:30AM-12:00PM | Your Leadership Clock: Leveraging Time and Talent Effectively (to be recorded) Presenter: Julie Ruben Rodney, M.Ed., CHRL?| Founder and CEO, MaxPeople |
| 12:00PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | Increase Productivity: Understanding & Building Your First Copilot Agents (to be recorded) Presenter: David Fortin, CPA, Microsoft MVP | Founder of Piggy Bank Accountant |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | Ethics: Fraud, Bribery and Corruption (no recording) Presenter: Ken Lewchuk, MBA, MA, CPA |
| Day 4: November 12, 2025 | |
| 8:30AM-12:30PM | Understanding Clients in Financial Crisis: Emotional First Aid for Accountants (to be recorded) Presenter: Anya Spark, MA, BA, DKAT | Art Therapist, Certified Intentional Creativity Coach |
| 12:30PM-1:15PM | Lunch Break |
| 1:15PM-2:45PM | Better Know a Lawyer! (no recording) Presenter: Lorne Kotler, JD, MBA | Partner, Alexander Holburn Beaudin + Lang LLP |
| 2:45PM-3:00PM | Break |
| 3:00PM-4:30PM | Harnessing AI for CPAs: Transforming Public Practice (to be recorded) Presenters: John Oakey, FCPA, FCA, TEP, CC | Vice-President of Taxation, CPA Canada Ryan Minor, CPA, CA, PhD | Director, Taxation, CPA Canada Melissa Robertson, CPA | Principal, Research & Thought Leadership, CPA Canada |
Discover more on our Thriving in Public Practice details page, where you’ll find session descriptions and speaker profiles.
*Some sessions will be recorded and made available for playback for a limited time
Remember, you also have the flexibility to register for individual days. And once on a specific day’s page, you can also further refine your registration by selecting only the sessions that interest you.
October 22, October 29, November 5, November 12
Course Dates & Registration
Oct 22 - Nov 12, 2025
8:30AM - 4:30PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. 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 as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
John Oakey
JOHN OAKEY, CPA, CA, TEP, CC, National Director of Tax Services, Baker Tilly Canada. In this role, John is responsible for supporting tax experts across the network by driving nationwide tax advisory initiatives and informing members of regulatory changes. He is also responsible for managing tax-related content, including Tax Flashes and Alerts, which are released to clients. Furthermore, he provides tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Canada and CPA Nova Scotia. John has written and presented numerous articles and papers over his career and has presented at many national conferences, including several Atlantic Tax Conferences.
Jennifer Reid
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Lorne Kotler
LORNE KOTLER, JD, MBA maintains a broad legal practice encompassing administrative, regulatory, securities, corporate governance, employment, real estate and general commercial matters. In addition to his appearances as counsel before the British Columbia Supreme Court and Court of Appeal, Lorne has represented clients before the Investment Industry Regulatory Organization of Canada (IIROC) and Chartered Professional Accountants of British Columbia (CPABC). As part of his broader practice, Lorne frequently assists Chartered Professional Accountants navigate legal issues relating to the practice of public accounting including by providing opinions on risk management, advice concerning ongoing engagements (including resignations), assistance with complaints to CPABC, and representation in court.
Ken Lewchuk
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
David Fortin
David Fortin is a CPA (Quebec), Microsoft MVP and LinkedIn Learning Instructor. He has accounting experience at a Big 4 accounting firm and a major video game company. David is the founder of Piggy Bank Accountant, a YouTube channel and online training platform that focuses on Microsoft Excel and Microsoft Copilot topics. Since 2023, David’s channel has taught more than 2,000,000 people, with 12,000 people currently subscribed to his channel. David has contagious energy and loves to help others become more productive and efficient in daily tasks.
Chris Ho
Chris Ho is a Certified Organizational Coach (COC), and certified Advanced Certification in Team Coaching with the International Coaching Federation. Chris is a dynamic leader with over 17 years of multifaceted experience spanning financial services, media, marketing, software, technology, and professional training. His leadership journey has seen him excel in operations, sales, marketing, consulting, and coaching. As the founder of Conscious Studio, Chris brings his rich leadership experience and coaching skills to help leaders take their professional goals to the next level. Additionally, Chris is a Senior Coach and Consultant with FranklinCovey, a global leadership development organization focused on building leadership capacity through workshops and 1:1 executive coaching.
Chris Ho is a Certified Organizational Coach (COC), and certified Advanced Certification in Team Coaching with the International Coaching Federation. Chris is a dynamic leader with over 17 years of multifaceted experience spanning financial services, media, marketing, software, technology, and professional training. His leadership journey has seen him excel in operations, sales, marketing, consulting, and coaching. As the founder of Conscious Studio, Chris brings his rich leadership experience and coaching skills to help leaders take their professional goals to the next level. Additionally, Chris is a Senior Coach and Consultant with FranklinCovey, a global leadership development organization focused on building leadership capacity through workshops and 1:1 executive coaching.
Anya Spark
Anya Spark, MA, BA, DKATI, is a certified Intentional Creativity® Coach, a professional art therapist and a retired accountant who developed a unique 7-step process of integrating art in the business development. She has MA in economics and finance, including many years managing a successful accounting practice. Anya’s main product is Financial Crisis Therapy that combines business knowledge and psychotherapy. In her own words: “I always felt that I can give more to my clients than just a business advice, I wanted to encourage them, support them emotionally and mentally, but I had to stay professional and keep my advice to the numbers only. I felt that by offering counseling services linked to accounting advice would give my clients a better chance to reach their goals and feel successful.”
Dylan Lenaghan
Dylan Lenaghan is Director of Operations at Innovation Networks, an award-winning managed IT & cybersecurity provider, one of the fastest growing companies in BC. He engineers operational excellence and measurable service reliability—while steering technology planning and governance. Dylan has been with Innovation Networks since 2017. Earlier roles with Indigena Solutions, Rockwell Collins, YVR, and HSBC give him a practitioner’s edge across enterprise and SMB environments. Known for turning complex situations into predictable outcomes. He has gained a wealth of experience in system administration; IT leadership and service desk management. Dylan can seamlessly bring together the worlds of IT operations and technology.
Julie Ruben Rodney
With over 30 years of experience as a Consultant, CEO, Founder, and Mother, Julie Ruben Rodney specializes in time management, delegation, and productivity strategies that drive professional and personal success. At MaxPeople, these principles shape our culture and client solutions. Julie brings this ethos to every workshop, equipping attendees with practical tools such as Time-Boxing, Technology, and Priority and Delegation Models, while exploring barriers to effective time management and delegation. Julie’s facilitation is anchored in adult learning principles gained through her Master’s in Education in Adult Learning, blending storytelling as a CEO and founder with evidence-based techniques to connect with audiences on both an emotional and intellectual level.
Ryan Minor
Ryan Minor, CPA, CA, PhD, practiced income tax for over twenty years with several firms including, most recently, Baker Tilly in Sudbury prior to joining CPA Canada. Ryan recently completed a PhD in Law from Queen’s University. His research focuses on the effectiveness of tax policy to achieve beneficial economic outcomes. He has also taught numerous courses for various universities and for CPA Ontario. Ryan sits on numerous tax related committees including the Joint Committee on Taxation and the SR&ED Committee as well as numerous working groups including the Green Technology Working Group. He also contributes to tax education by giving numerous seminars across the country on emerging tax topics. Members will also note that he provides important, timely updates on CRA administrative issues through LinkedIn and national media.
Melissa Robertson
Melissa Robertson, CPA is a Senior Manager of Assurance and Reporting at CPA Canada focused on the impact of technology on the CPA profession. Melissa is responsible for developing CPA Canada’s research and thought leadership on emerging trends, innovation and technology, including CPA Canada’s recent thought leadership series with the AICPA & EY on artificial intelligence. Prior to joining CPA Canada, Melissa was an auditor and data analytics specialist with PwC, working with the federal government, private sector, and not-for-profit organizations. Melissa also a Board member of the Canadian Audit & Accountability Foundation and teaches Data Analytics for Accounting at Carleton University in Ottawa.
Chris Wyman
CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
CHRIS WYMAN, CPA, CMA, CIA, CRMA, is the President of Pathfinder Business Consulting. Before starting his own company, Chris had over 25 years of experience within the finance industry and was most recently the Vice President of Learning and Development for a Canadian-based training firm. Throughout his career in finance, Chris has experienced a variety of roles, from Internal Audit Director to Commercial Banking Account Manager. He draws on his extensive range of experience when delivering seminars related to management principles, financial statement analysis, process management and corporate GRC (governance, risk management and compliance).
Gerry Lalonde
Gerry Lalonde, CPA, CGA is a seasoned executive and trusted business advisor with over 25 years of experience helping companies grow from early-stage ventures to market leaders. As a CPA and founder of X-Roads Technology Partners, Gerry brings deep expertise from decades spent in the C-suite, serving nationally and internationally as CFO, CIO, COO, and CEO. He’s taken two companies public, one on NASDAQ and one on the Canadian Venture Exchange, and is known for developing strong leadership teams and building strategic exit plans that secure both legacy and long-term growth. Gerry believes the real strength of any business lies not just in its numbers, but in its people, and their ability to meet the challenges ahead. His clients often describe him as a rare mix of strategic thinker, practical doer, and deeply committed mentor who consistently delivers results.
Past
Oct 23 - Nov 13, 2024
8:30AM - 4:45PM
Online Virtual
Gregory Buck
GREGORY BUCK, FCPA, FCA, BCOMM, has spent his entire practice life in public practice specializing in owner managed and professional businesses. 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 as well as lecturing for BCCPA. He enjoys mentoring other CPA small firms in practice methods and CPA standards.
Garth Sheriff
Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.
Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.
Lorne Kotler
LORNE KOTLER, JD, MBA maintains a broad legal practice encompassing administrative, regulatory, securities, corporate governance, employment, real estate and general commercial matters. In addition to his appearances as counsel before the British Columbia Supreme Court and Court of Appeal, Lorne has represented clients before the Investment Industry Regulatory Organization of Canada (IIROC) and Chartered Professional Accountants of British Columbia (CPABC). As part of his broader practice, Lorne frequently assists Chartered Professional Accountants navigate legal issues relating to the practice of public accounting including by providing opinions on risk management, advice concerning ongoing engagements (including resignations), assistance with complaints to CPABC, and representation in court.
Ken Lewchuk
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
KEN LEWCHUK, CPA, is a Chartered Professional Accountant (British Columbia) and a Certified Public Accountant (Texas). He graduated with an MBA from the Edinburgh Business School and an MA in Applied and Professional Ethics from the University of Leeds (Distinction). His career has spanned technical accounting, risk management, internal audit, and corporate compliance, working in public accounting (PwC) and for corporations in the United States and Canada. He has taught technical accounting and finance classes to corporate employees in several countries, been a conference speaker, university lecturer, and currently teaches courses on accounting ethics, business ethics, and the ethics of artificial intelligence.
Robyn Jarvis
ROBYN JARVIS, LLB, BA, combines an extensive civil litigation practice with relevant experience in employment law. She has advised and represented clients in a variety of sectors with complex corporate and commercial litigation issues, including professional regulatory matters, contractual disputes, shareholder disputes, negligence, breaches of trust and fiduciary duties, and civil fraud. Robyn’s employment law work has included acting on behalf of employers and employees with respect to wrongful dismissals, human rights complaints, and discrimination claims as well as providing general advice on a variety of employment related matters. Robyn also has experience conducting commercial arbitrations under the Commercial Arbitration Act.
John Higgins
John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Babar Khan
BABAR KHAN, CPA, MBA, BBA, MSc is an experienced tax professional with over 15 years of experience in tax compliance and advisory work. He specializes in taxation for Expatriates, Business Travelers, High Net Worth Individuals and Owner-Managed businesses. Babar also teaches at Canada’s Schulich School of Business, along with Canadian CPA bodies. Babar holds an MSc (Tax) degree from University of Oxford (UK) and an MBA from Schulich School of Business (Canada). He is also a dual US and Canadian CPA. Babar also serves on the board of a UK-based EdTech Company.
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
David Crawford
David Crawford, CPA, is a former partner of the large international firm environment, who has broken from the pack to work with servicing clients of the small- to medium-sized accounting and law firms across the country. David has worked in the practice area for over 25 years and runs his practice from his Calgary office. David has worked in both public practice (Big 4+) and government and has been assisting clients with indirect tax controversy and audit support for much of his career, while also devising unique indirect tax solutions, including savings opportunities and managing indirect tax compliance risks. David frequently publishes indirect tax blogs, but also writes and instructs CPA Canada indirect tax courses.
Chad Chang
Chad Chang, CPA, CMA, is a Co-founder and Advisor at Purpose CPA. He has 25 years in the trenches of sales, marketing, HR, accounting, and tech. Chad is all about shaking up the norm. He fuses business analysis, project management, accounting, and the latest tech to flip operations on their head. If it’s about transforming how things work, he is in.
Past
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