PD Nexus: Small Practitioner Insights (In-Person)
Overview
Join fellow practitioners at PD Nexus: Small Practitioner Insights for a dynamic day of learning and networking. Gain valuable insights on technical updates, cybersecurity, AML, AI, and practice management while discovering practical ideas to help your firm adapt, grow, and thrive in a changing professional landscape.
Registration Options
Plenary sessions are automatically included with your registration. Your enrollment in breakout sessions will be based on the selections you make during the registration process. For this Nexus Day, each breakout timeslot offers two session options.
Course Description
As a small practitioner, keeping up with the latest developments that impact your accounting practice is challenging, yet critically important. The Small Practitioner Nexus Day has been developed to help you stay up to date on technical topics, address common risks such as AML and cybersecurity, and build a thriving practice. You will come away with new ideas and the tools you need to effectively use AI in your practice, regardless of size, and negotiate everything from fees to deadlines.
Meet and mingle with your practitioner peers at this in-person conference day and come away inspired and feeling on top of the ever-changing requirements for small practitioners.
Applicable for
Content
| Agenda | |
| 8:30-8:35AM | Welcome and Introductory Remarks |
| 8:35-9:55AM Plenary | AI Agents for CPA Firms: Work Smarter, Stay Secure Speakers: Rem Saparco | Partner, MNP Digital Chris Law | National Leader, Cyber Incident Response, NMP |
| 9:55-10:10AM | Break |
| 10:10AM-11:20AM Breakouts (Select one title) | 1A - Negotiating Your Practice by Design: Fees, Deadlines, and Client Boundaries Without Burnout Speaker: Carrie Gallant, JD | Executive Leadership Coach, Negotiation Strategist, and Author 1B - Quality Management for Non-Assurance Practitioners Speaker: Greg Buck, FCPA | Partner, Key Financial Group LLP |
| 11:20-11:35AM | Break |
| 11:35-12:45PM Breakouts (Select one title) | 2A - A Practical Approach to Computer Security Speaker: Jem Berkes, MSc. | Consultant and Technology Researcher 2B - Navigating BC PST in 2026 Speaker: Katherine Reinhardt, CPA, CA | Senior Manager, Indirect Tax, Deloitte LLP |
| 12:45-1:45PM | Lunch & Networking Break |
| 1:45-2:55PM Breakouts (Select one title) | 3A - Staying Out of Trouble: Avoiding Common Code of Conduct Issues Speaker: Brad Martyniuk, LLB | Partner, LK Law 3B - AML Awareness for CPAs: Managing Professional, Regulatory & Reputation Risks (Note: This session is eligible for up to 1.2 AML hours) Speaker: Jerome Malysh, CPA, CFF, CFE | Principal, Malysh Associates Consulting Inc |
| 2:55-3:10PM | Break |
| 3:10-4:30PM | Plenary - Profitability By Design: Align Your Firm Around Clients You Most Want to Serve Speaker: Saurabh Seth, MBA, Certified Business Coach, Advanced CAMS | CEO & Founder, Ethical Growth Partners Inc. |
| 4:30PM | Closing |
Coming soon: Visit the PD Nexus: Small Practitioner Insights event page for session descriptions and speaker profiles.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
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Carrie Gallant, JD, is an executive leadership coach and negotiation strategist dedicated to helping women leaders find their voice, own their value, and lead with confidence in high-stakes conversations. As a former lawyer and executive, Carrie understands firsthand the internal and external dynamics that can make self-advocacy challenging. Her work focuses on closing that gap: equipping leaders with both the mindset and skillset to negotiate effectively; communicate with impact; and influence outcomes with intention. Carrie is also the co-author of Conversations for Tomorrow’s Leaders, bringing a thought leadership perspective to how to connect, build trust and collaborate. She is the founder of The Gallant Leader™ Institute and creator of her evolving body of work, Executive Success by Design™, which supports leaders in approaching negotiation as a thoughtful, strategic, and human-centered practice. Carrie is an accredited Negotiation Consultant with ENS International and is certified in Conversational Intelligence and Authentic Leadership for Teams™. She is also a certified Ignite Human Design Coach™ and Impostor Syndrome Informed Coach™. Her Art of Negotiation for Women framework is featured in acclaimed leadership programs including Tara Mohr’s Playing Big, WNORTH’s 360 Leadership Program, and the Women’s Enterprise Centre of British Columbia.- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 12
- Credits
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.
PD Nexus: Small Practitioner Insights (In-Person)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 12
- Credits
Overview
Join fellow practitioners at PD Nexus: Small Practitioner Insights for a dynamic day of learning and networking. Gain valuable insights on technical updates, cybersecurity, AML, AI, and practice management while discovering practical ideas to help your firm adapt, grow, and thrive in a changing professional landscape.
Registration Options
Plenary sessions are automatically included with your registration. Your enrollment in breakout sessions will be based on the selections you make during the registration process. For this Nexus Day, each breakout timeslot offers two session options.
Course Description
As a small practitioner, keeping up with the latest developments that impact your accounting practice is challenging, yet critically important. The Small Practitioner Nexus Day has been developed to help you stay up to date on technical topics, address common risks such as AML and cybersecurity, and build a thriving practice. You will come away with new ideas and the tools you need to effectively use AI in your practice, regardless of size, and negotiate everything from fees to deadlines.
Meet and mingle with your practitioner peers at this in-person conference day and come away inspired and feeling on top of the ever-changing requirements for small practitioners.
Applicable for
Content
| Agenda | |
| 8:30-8:35AM | Welcome and Introductory Remarks |
| 8:35-9:55AM Plenary | AI Agents for CPA Firms: Work Smarter, Stay Secure Speakers: Rem Saparco | Partner, MNP Digital Chris Law | National Leader, Cyber Incident Response, NMP |
| 9:55-10:10AM | Break |
| 10:10AM-11:20AM Breakouts (Select one title) | 1A - Negotiating Your Practice by Design: Fees, Deadlines, and Client Boundaries Without Burnout Speaker: Carrie Gallant, JD | Executive Leadership Coach, Negotiation Strategist, and Author 1B - Quality Management for Non-Assurance Practitioners Speaker: Greg Buck, FCPA | Partner, Key Financial Group LLP |
| 11:20-11:35AM | Break |
| 11:35-12:45PM Breakouts (Select one title) | 2A - A Practical Approach to Computer Security Speaker: Jem Berkes, MSc. | Consultant and Technology Researcher 2B - Navigating BC PST in 2026 Speaker: Katherine Reinhardt, CPA, CA | Senior Manager, Indirect Tax, Deloitte LLP |
| 12:45-1:45PM | Lunch & Networking Break |
| 1:45-2:55PM Breakouts (Select one title) | 3A - Staying Out of Trouble: Avoiding Common Code of Conduct Issues Speaker: Brad Martyniuk, LLB | Partner, LK Law 3B - AML Awareness for CPAs: Managing Professional, Regulatory & Reputation Risks (Note: This session is eligible for up to 1.2 AML hours) Speaker: Jerome Malysh, CPA, CFF, CFE | Principal, Malysh Associates Consulting Inc |
| 2:55-3:10PM | Break |
| 3:10-4:30PM | Plenary - Profitability By Design: Align Your Firm Around Clients You Most Want to Serve Speaker: Saurabh Seth, MBA, Certified Business Coach, Advanced CAMS | CEO & Founder, Ethical Growth Partners Inc. |
| 4:30PM | Closing |
Coming soon: Visit the PD Nexus: Small Practitioner Insights event page for session descriptions and speaker profiles.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
Carrie Gallant, JD, is an executive leadership coach and negotiation strategist dedicated to helping women leaders find their voice, own their value, and lead with confidence in high-stakes conversations. As a former lawyer and executive, Carrie understands firsthand the internal and external dynamics that can make self-advocacy challenging. Her work focuses on closing that gap: equipping leaders with both the mindset and skillset to negotiate effectively; communicate with impact; and influence outcomes with intention. Carrie is also the co-author of Conversations for Tomorrow’s Leaders, bringing a thought leadership perspective to how to connect, build trust and collaborate. She is the founder of The Gallant Leader™ Institute and creator of her evolving body of work, Executive Success by Design™, which supports leaders in approaching negotiation as a thoughtful, strategic, and human-centered practice. Carrie is an accredited Negotiation Consultant with ENS International and is certified in Conversational Intelligence and Authentic Leadership for Teams™. She is also a certified Ignite Human Design Coach™ and Impostor Syndrome Informed Coach™. Her Art of Negotiation for Women framework is featured in acclaimed leadership programs including Tara Mohr’s Playing Big, WNORTH’s 360 Leadership Program, and the Women’s Enterprise Centre of British Columbia.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.