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CPA CANADA’S NATIONAL CONFERENCE

JOIN US FOR

THE ONESeptember 22-23, 2014 | Metro Toronto Convention Centre | Toronto, ON

(optional workshops September 24)

Tim McGuireGlobal Lead, McKinsey & Company, expert on leveraging “Big Data”

Steve SmithBrigham Young University and co-author A Comprehensive Framework for Variance Analyses

Linda F. MezonChair, Canadian Accounting Standards Board

Lynn StoutCornell University Law School and author The Shareholder Value Myth

Dr. Daniel F. MuzykaPresident and CEO, The Conference Board of Canada

Stephen CooperMember, International Accounting Standards Board

Jeremy GutscheInnovation expert, Award-winning author Founder and CEO of TrendHunter.com

Bonnie BrooksVice-Chairman, Hudson’s Bay Company

FEATURED SPEAKERSKEYNOTE SPEAKERS

TO REGISTER, VISIT: www.cpacanada.ca/nationalconference

PROGRAM SPONSOR:

CONFERENCE SPONSORS:

CONFERENCE EXHIBITORS:

TaxCyclewww.taxcycle.com

JOIN US ON TWITTER

Use #CPATheOne to get the latest updates and to join the conversation!

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FOR MORE INFORMATION AND TO REGISTER, VISIT: www.cpacanada.ca/nationalconference

September 22-23, 2014 (optional workshops September 24)Metro Toronto Convention CentreToronto, ONTHE ONE THE ONE CPA CANADA’S NATIONAL CONFERENCE

ONE POWERFUL EXPERIENCE.

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DAY ONE – MONDAY, SEPTEMBER 22, 2014

LEADERSHIP FINANCIAL REPORTING AND ACCOUNTING MANAGEMENT ACCOUNTING/FINANCE

7:30 - 8:30 REGISTRATION AND CONTINENTAL BREAKFAST

Registration Sponsored by

Continental Breakfast Sponsored by

8:30 - 9:25 WELCOME REMARKS: Kevin Dancey, President and CEO, CPA Canada

OPENING KEYNOTE ADDRESS: Jeremy Gutsche, Founder and CEO of TrendHunter.com Keynote Introduction Sponsored by

9:25 - 9:30 SESSION CHANGE BREAK

9:30 - 10:30 A Fresh Look at Strategy – New and Powerful Ways to Tackle Traditional ObstaclesSpeaker: Norman Sheehan, University of Saskatchewan

Update from the Chair of the Canadian Accounting Standards BoardSpeaker: Linda F. Mezon, Canadian Accounting Standards Board

Security Breaches in the Spotlight – What Is Finance’s Role in Protecting the Business?Speaker: Yogen Appalraju, TELUS

Seeking Financing – A Panel Discussion of the Best Choices Available in Today’s MarketModerator: Andrew Luetchford, Deloitte LLPPanelists: Blair Cowan, CIBC; Elmer Kim, Roynat Equity Partners; Richard Kinlough, GE Antares Capital; Susan Rohac, Business Development Bank of Canada; Mark Sturrock, Salus Capital Partners

10:30 - 11:00 NETWORKING COFFEE BREAK – EXHIBITS OPEN Sponsored by

11:00 - 12:00 Creating Value in a Low-Growth EnvironmentSpeakers: Howard Johnson, Veracap M&A International Inc.; Gord Nelson, Cineplex Entertainment LP

Update from a Canadian Securities Commission Chief AccountantSpeaker: Cameron McInnis, Ontario Securities Commission

The Evolution of Variance Analysis – How to Add More Value without Crunching More NumbersSpeaker: Steve Smith, Brigham Young University

Preparing Your Company for Sale – Start Now!Speakers: Paul M. Lavelle, Cambridge Corporate Development Inc.; Peter Spence, Harrison Pensa LLP; Jim Stinson, James M. Stinson, CPA

12:00 - 1:15 NETWORKING LUNCH Sponsored by

1:15 - 2:15 TALK WITH ME! How Understanding Generational Diversity Can Build Engagement and Create Positive ResultsSpeakers: Sandra Boyd (representing Generation X and Boomers) and Corey Bainerman (representing Generation Y), Knightsbridge Human Capital Solutions

Revenue from Contracts with Customers – A “Top Line” Overview of the New StandardSpeaker: George Prieksaitis, EY

ASPE Technical Update – What’s New and in the WorksSpeaker: Bob Young, KPMG LLP

If You Don’t Know What to Measure, Map It! How Your Strategy Map Is the Secret to Great Performance MeasurementSpeaker: Brett Knowles, pm2 – Performance Measurement and Management

Regulators Locking the Barn Door after the Financial Crisis Left the Market – How Regulatory Changes for Financial Institutions Affect Financing OpportunitiesModerator: Alexander Dyck, Rotman School of Management, University of Toronto Panelists: Barbara Dirks, BMO Financial Group; Stephen Kicinski, Sun Life Financial Inc.; Deborah Taub, Royal Bank of Canada


2:20 - 3:20 Bribery, Corruption and Fraud: Strategies for Ensuring Ethical Business Practices – along the Supply Chain, in Foreign Markets and Inside Your Own OperationsSpeakers: Peter Dent, Deloitte LLP; Armando Alcaraz, Scotiabank Global Compliance

Revenue Recognition – Digging Deeper: Unearthing Anticipated Application Issues and Expected ChallengesModerator: Mark Wayland, Deloitte LLP

The Future of Financial Reporting: Balancing the Demand for More Understandable and Useful Reporting When Facing Increased Standards and Regulatory ComplexityPanelists: Efrim Boritz, University of Waterloo School of Accounting & Finance; Karyn Brooks, Canadian Performance Reporting Board; Axel Thesberg, Senior Advisor, CPA Canada; Dirk Lever, AltaCorp Capital Inc.

New Innovations in Forecasting – Integrating the Latest Technologies with the “Human Factor” to Improve AccuracySpeakers: Mitch Max and Robert Torok, BetterVu

Cash Management – What Saul Goodman Doesn’t Know. Insights into the Latest Cash Management StrategiesSpeaker: Jeffrey D. Sherman, Atrium Mortgage Investment Corporation


3:35 - 4:30 KEYNOTE ADDRESS: A Call to Innovate – Dr. Daniel Muzyka, President and CEO, The Conference Board of Canada

4:30 - 6:00 “COAST TO COAST” NETWORKING RECEPTION – EXHIBITS OPEN Reception Sponsored by

PROGRAM SPONSOR:

NOTE: All agenda items including session titles, speakers, sponsors and exhibitors are correct at time of printing. For the most current information, visit: www.cpacanada.ca/National Conference




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PROGRAM SPONSOR:

DAY TWO – TUESDAY, SEPTEMBER 23, 2014

LEADERSHIP FINANCIAL REPORTING AND ACCOUNTING MANAGEMENT ACCOUNTING/FINANCE

7:30 - 8:15

Optional

Breakfast

Sessions

Taking your Customers’ Financial Experience from Good to GreatSpeaker: Victor Bensusan, Yakidoo

Session Sponsored by

Cloud Technology – Transforming how Accountants Collaborate with ClientsSpeaker: Michelle Long, Long for Success LLC


Export Strategies and Trade Credit for SMEs Speaker: Armin Nourozi, Export Development Canada


7:30 - 8:30REGISTRATION AND CONTINENTAL BREAKFAST

Registration Sponsored by

Continental Breakfast Sponsored by

8:30 - 9:25 KEYNOTE ADDRESS: Bonnie Brooks, Vice Chairman, Hudson’s Bay Company Keynote Introduction Sponsored by


9:30 - 10:30 Improving the Finance Function: Applying Lean Manufacturing Processes to the Finance Function to Enable Business-Process ImprovementsSpeakers: Lawrence E. Davis and Toby Sharpe, Workplace Safety and Insurance Board; Haneef Chagani, PricewaterhouseCoopers LLP

IFRS 9: Ever Evolving, Ever Improving (?): the Past, the Present and the New Future of Accounting for Financial InstrumentsSpeaker: Scott Bandura, PricewaterhouseCoopers LLP

Thinking Things Through – Exercising Sound Professional Judgment in Times of UncertaintySpeaker: Krista Fiolleau, University of Waterloo, School of Accounting and Finance

Enterprise Risk Management – Is the CFO Responsible? A Panel Discussion on Who Is Ultimately Responsible for RiskModerator: Richard Wilson, PricewaterhouseCoopers LLPPanelists: Rob Okashimo, Toronto Hydro; Huw Thomas, Calloway REIT

M&A – Avoiding the Pitfalls and Getting the Deal Done RightSpeaker: Scott Powell, MDA Training


11:00 - 12:00 How to Speak as a Leader – from Staff Meetings to Board Rooms Speakers: Claire Carver-Dias and Sandra Oliver, Impact-Coaches Inc.

IASB Update – Live from London via video conferenceSpeaker: Stephen Cooper, member IASB

Tax for the Non-Tax Professional Accountant – An Overview of Current DevelopmentsSpeaker: Rose Cross, BDO Canada LLP

Procurement That Pays – How Purchase Cards and Today’s Technologies Streamline ProcessingSpeakers: Paul Cargnelli, VISA; Cameron McPhail, Scotiabank

12:00 - 1:15 NETWORKING LUNCH

1:15 - 2:15 Big Data – Should You Join the Advanced Analytics Management Revolution?Speaker: Tim McGuire, McKinsey & Company

IFRS 13 Fair Value Measurement – Practical Guidance in Applying It to Complex Matters Including Business Combinations, Impairment Calculations and Real Property ValuationsSpeakers: Richard Taylor, Kerry Danyluk and Clair Grindley, Deloitte LLP

De-Risking Pension Plans. What Does It Really Mean and How Does It Impact Financial Reporting?Speakers: Uros Karadzic, EY; Geoffrey Melbourne and Ken Choi, Towers Watson

Moving to Customer Profitability Analysis – Costing Techniques to Better Understand and Differentiate Your CustomersSpeaker: Leyland P. Brown, Hewlett-Packard (Canada) Co.

Dividend Policies Post 2008 – Are Shareholders Better or Worse Off?Speaker: Ron Schwarz, Independent Investor and Corporate Consultant


2:20 - 3:20 Value Creation: Is Maximizing Shareholder Value the Optimal Economic Model?Speaker: Lynn Stout, Distinguished Professor, Cornell University Law School and author The Shareholder Value Myth: How Putting Shareholders First Harms Investors, Corporations and the Public

IFRS Odds and Sods (IFRS 10, 11, IAS 19R... and More): Looking Back on a Year of Application, and Looking Ahead to the FutureSpeaker: Blake Langill, EY

Controller Alert! – Potential New Risks from CRASpeakers: Representative of Canada Revenue Agency; Glen Schmidt, GTS Seminars

Your Control Environment – How to Ensure It Remains Effective and Aligned with Your Ever-Changing Business EnvironmentSpeakers: David Florio and David Malamed, Grant Thornton LLP

SR&ED and Beyond – Navigating the Financial Implications of Canadian Innovation FundingSpeakers: Dieter Eisbrenner and Nicolas Chevalier, Alma CG Canada


3:35 - 4:30 Are You a Collaborative Leader? Learning the Art of Effective Collaboration to Keep Teams Connected and Achieve Great ResultsSpeakers: Lawrence E. Davis and Toby Sharpe, Workplace Safety and Insurance Board

IAS 36 Goodwill Impairment Testing – If There’s (Good)will, Is There a (Good) Way?Speaker: Sylvie Léger, KPMG LLP

IFRS – Keeping Ahead of the Curve: Staying on Top of the IASB’s Agenda and Dealing with the Uncertainty around Future StandardsSpeaker: Gordon Heard, The Finance Group

Tax Governance – Best Practices in Managing Your Organization’s Tax Risk in Today’s WorldSpeaker: John Gotts, PricewaterhouseCoopers LLP

Equity-Based Compensation – Deciding What Scheme Best Fits Your CompanySpeakers: David Crawford and Bridget da Silva, Hugessen Consulting






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CPA Canada presents The One – an unparalleled opportunity to advance your knowledge and connect with the top professionals in your field. This two-day, multi-track forum allows you to customize your own amazing professional development experience.

WHO SHOULD ATTEND

• CFOs,vice-presidentsoffinance,controllersorassistant controllers, directors of finance and corporate accounting

• directors,managersandanalystsinfinancialplanning,business performance, budgets and forecasts

• partnersandmanagersinprofessionalservicefirms

• complianceofficers,regulatorsandotherfinancialstatement users

“COAST TO COAST” RECEPTIONConnect with your colleagues from coast to coast at this special evening reception on Monday, September 22nd. After a day of conference sessions, relax and enjoy wine tasting, oyster tasting, a live band and much more. One powerful network, in one place, at one time.

DAY THREE – SEPTEMBER 24, 2014 OPTIONAL WORKSHOPS 9 AM TO 12 NOONChoose one of:

1. Bank Agreements 101 – Important Considerations When Negotiating Credit Facilities with a Lender

2. Speaking as a Leader

3. Hedge Accounting – Trimming the Complexities

4. Month-Ends – Tips and Tricks for a Faster Close

CONFERENCE ADVISORY COMMITTEE

Susan Campbell, cpa, ca

Vice-President Finance Cineplex Entertainment Limited Partnership Toronto, ON

David Crawford, cpa, cma

Vice-President Vancouver Board of Trade Vancouver, BC

Victoria Davies, fcpa, fca, fcma Chief Financial Officer and Corp Secretary Knightsbridge Human Capital Management Inc. Oakville, ON

Lawrence Davis, cpa, ca

Chief Financial Officer Workplace Safety and Insurance Board Toronto, ON

Gordon Heard, cpa, ca

Principal Advisor The Finance Group Kitchener, ON

Karen Higgins, fcpa, fca

Partner (National Office) Deloitte LLP Toronto, ON (member, Canadian Accounting Standards Board)

Gabriela Kegalj, cpa, ca

Partner (National Office) KPMG LLP Toronto, ON

Stéphane Lefebvre, cpa, ca Vice-President Finance and Chief Financial Officer CAE Saint-Laurent, QC

Gordon P. Menzie, fcma Senior Vice-President, Corporate Finance and Treasury Great-West Lifeco Inc. Winnipeg, MB

Glen Schmidt, fcga

President GTS Seminars Milton, ON

Norman Sheehan, phd, cga, fcma

Associate Professor University of Saskatchewan Saskatoon, SK

CUSTOMIZE YOUR PROFESSIONAL DEVELOPMENT EXPERIENCE




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DAY 1 – MONDAY, SEPTEMBER 22, 2014


Registration Sponsored by Continental Breakfast Sponsored by

8:30 - 9:25 WELCOME REMARKS: Kevin Dancey, President and CEO, CPA Canada

OPENING KEYNOTE ADDRESS: Jeremy Gutsche Founder and CEO of TrendHunter.com

Keynote Introduction Sponsored by


9:30 - 10:30 CHOOSE ONE OF THE FOLLOWING:

Leadership: A Fresh Look at Strategy – New and Powerful Ways to Tackle Traditional Obstacles

Speaker: Norman Sheehan, University of Saskatchewan

Unfortunately despite the best of

intentions, many strategic planning sessions

do not help organizations improve their

performance. This session will discuss the

downsides of the typical strategic planning

steps used by many organizations and

then propose a planning process that will

help organizations develop strategies that

have the best chance to create, rather than

destroy value. We will explore what makes a

strategy bad and provide practical insights

into how organizations can develop a good

strategy and avoid formulating a bad one.

Financial Reporting: Update from the Chair of the Canadian Accounting Standards Board

Speaker: Linda F. Mezon, Canadian Accounting Standards Board

This session will provide an overview of

the current priorities and activities of the

Canadian Accounting Standards Board.

Management Accounting/ Security Breaches in the Spotlight – What Is Finance: Finance’s Role in Protecting the Business?

Speaker: Yogen Appalraju, TELUS

Today businesses are under more risk than

ever from cyber attacks. The volume of

attacks and their impact on businesses

and their customers are dramatically

growing. The malicious tools needed to

accomplish high-impact cyber attacks and

data breaches are increasing in capability

while the cost of acquiring such tools is

becoming commoditized. 2013 was the

worst year thus far, with 740 million data

files potentially viewed or stolen worldwide.

What is more worrying is that the Internet

of tomorrow will amplify the impact of a

cyber attack as we embrace the Internet of

Things and a more interconnected world.

During this session, you will hear about the

challenges organizations face in protecting

themselves and what role you should play

in establishing a resiliency against cyber

attacks.

SESSION DESCRIPTIONS




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Management Accounting/ Seeking Financing – A Panel Discussion of Finance: the Best Choices Available in Today’s Market

Moderator: Andrew Luetchford, Deloitte LLP

Panelists: Blair Cowan, CIBC; Elmer Kim, Roynat Equity Partners; Richard Kinlough, GE Antares Capital; Susan Rohac, Business Development Bank of Canada; Mark Sturrock, Salus Capital Partners

Overview

This panel will examine current trends and

the latest senior and junior debt solutions

available to mid-market companies in

Canada. Panel members will focus on

a variety of debt options available to

borrowers with EBITDA of $5 million to

$50 million, including:

•seniordebtstructuresincorporating

nominal amortization term loans, stretch

debt, as well as ABL or ABL/term loan

combinations in bifurcated structures

• juniordebtalternativesfrommezzanine/

sub-debt to second lien to high-yield

•unitranchefacilitiesblendingseniorand

junior debt in seamless facilities

• lenderappetitetofundbuy-outs,

refinancings and dividend recaps

•cashflow-basedenterprisevaluelending

versus asset-backed loans (ABL)

• termsandconditionsavailableintoday’s

borrower-friendly lending environment

10:30 - 11:00 NETWORKING COFFEE BREAK – EXHIBITS OPEN

Sponsored by


Leadership: Creating Value in a Low-Growth Environment

Speakers: Howard Johnson, Veracap M&A International Inc.; Gord Nelson, Cineplex Entertainment LP

Creating shareholder value in the current

low-growth environment has been a

constant challenge. CPA Canada and

Canada’s Venture Capital & Private

Equity Association (CVCA) joined

together to research organizations that

have outperformed the market and to

understand their strategies. Executives

from four organizations (Cineplex Inc.,

GoodLife Fitness Clubs, Birch Hill Equity

Partners and Constellation Software)

were interviewed in depth to find out just

how they “did it”. Attend this session to

hear, first-hand, the results of this timely,

insightful research.

Financial Reporting: Update from a Canadian Securities Commission Chief Accountant

Speaker: Cameron McInnis, Ontario Securities Commission

This session will address current

accounting and reporting issues from the

regulatory perspective, including insight

into experiences with IFRS reporting,

and other issues impacting the Canadian

regulatory reporting environment.

Management Accounting/ The Evolution of Variance Analysis – How to Finance: Add More Value without Crunching More

Numbers

Speaker: Steve Smith, Brigham Young University

Variance analysis represents a critical tool

for strategic decision-making, performance

measurement and evaluation, and

profitability analysis. Yet the treatment

of variance calculation and interpretation

varies dramatically across organizations,

and many companies are not reaping all

the informational benefits that variance

analysis can offer. In this session, we will

present a comprehensive yet parsimonious

framework for the computation of both

cost and revenue variances. The session

will include an overview of the complete

framework, a basic tutorial on how to

use the framework, and a discussion of

ways to adapt the framework to different

accounting environments. Participants will

gain an improved understanding of how

variances provide critical performance

information while growing their operational

and financial analysis toolkits.




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Management Accounting/ Preparing Your Company for Sale – Finance: Start Now!

Speakers: Paul M. Lavelle, Cambridge Corporate Development Inc.; Peter Spence, Harrison Pensa LLP; Jim Stinson, James M. Stinson, CPA

The sale of a business often represents

the culmination of a life’s work and the

single largest financial transaction for the

owner. With retirement ahead, the business

owner typically has multiple objectives

on the sale, including maximizing after-

tax sale proceeds, minimizing exposure

to post-closing liabilities and, perhaps,

several non-financial objectives. Advance

preparation on multiple dimensions can

assist greatly in achieving these objectives

and minimize disruption of normal business

operations, while preserving flexibility

throughout the sale process. For optimal

effectiveness, many preparatory steps

should be initiated two or three years in

advance. The speakers will cover a wide

range of matters that business owners

should address in preparing for a sale and

will use examples from their decades of

collective experience in advising clients on

business sale transactions.


Sponsored by


Leadership: TALK WITH ME! How Understanding Generational Diversity Can Build Engagement and Create Positive Results

Speakers: Sandra Boyd (representing Generation X and Boomers) and Corey Bainerman (representing Generation Y), Knightsbridge Human Capital Solutions

The business case for leaders to address

all employees’ needs and to build leaders’

capabilities to inspire, understand and

develop their employees will be explored.

The audience will hear first hand an honest

account of the lens through which each

generation views the workplace and its

leaders; the importance of promoting

openness and collaboration to ensure

engagement and retention regardless

of age and stage of career; the reasons

to stop developing different programs

and policies for each generation; and

why leaders need to focus on building

the alignment and engagement of all

employees to become a high performing

organization.

You will learn why managers have

to stop managing “stuff” and start

managing people; the business case for

understanding generational diversity; why

not understanding generational diversity

will impact finances, customers and

engagement.

Financial Reporting: IFRS 15 Revenue from Contracts with Customers – A “Top Line” Overview of the New Standard

Speaker: George Prieksaitis, EY

This session will provide you with an

overview of the key elements of the new

standard “Revenue from Contracts with

Customers” which will be mandatory

for fiscal years commencing on or after

January 1, 2017. Learn more about:

•whatisinscopeandwhatisoutof

scope?

•understandinghowthecontrolmodel

for recognizing revenue differs from the

current risks and rewards model

• thefivestepstorecognizingrevenueand

which steps might “trip you up”?

•whatcontractcharacteristicsmightbe

most impacted by the new requirements

• thetransitionrequirementsandnew

disclosures

•whatshouldyoudonowtopreparefor

the new standard




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Financial Reporting: ASPE Technical Update – What’s New and in the Works

Speaker: Bob Young, KPMG LLP

The Accounting Standards Board plans

to issue two new private enterprise

standards in the third quarter of 2014.

Section 1591, Subsidiaries, which will

replace Section 1590, Subsidiaries, and

AcG-15, Consolidation of Variable Interest

Entities, will provide new guidance on

circumstances in which one enterprise

controls another through mechanisms

other than voting rights associated with

a majority shareholding. Section 3056,

Joint Arrangements, will replace Section

3055, Interests in Joint Ventures, and,

together with amendments to Section

3051, Investments, is intended to represent

more faithfully the nature of an entity’s

interest in a joint arrangement. This session

will provide an overview of these important

new standards. The session will also

discuss current ASPE projects including

Redeemable Preferred Shares Issued in a

Tax Planning Arrangement, Agriculture and

Subsidiaries (accounted for using the cost

or the equity methods), as well as changes

being considered by the Accounting

Standards Board as part of its 2014 annual

improvements process.

Management Accounting/ If You Don’t Know What to Measure, Map It! Finance: How Your Strategy Map Is the Secret to

Great Performance Measurement

Speaker: Brett Knowles, pm2 – Performance Measurement and Management

In this session you will learn how

strategy informs us of where and what

to measure; how strategy maps help

align the organization and direct us

towards where performance gains can

best be achieved; and how strategy maps

become the foundation for performance

communication.

Management Accounting/ Regulators Locking the Barn Door after the Finance: Financial Crisis Left the Market – How

Regulatory Changes for Financial Institutions Affect Financing Opportunities

Moderator: Alexander Dyck, Rotman School of Management, University of Toronto

Panelists: Barbara Dirks, BMO Financial Group; Stephen Kicinski, Sun Life Financial Inc. and Deborah Taub, Royal Bank of Canada

One outcome from the financial crisis of

2008 is a focus by governments on the

need for stronger regulation of financial

intermediaries and insurance companies.

As a result, regulators are increasing their

demands that financial institutions meet

higher standards of corporate governance,

efficacy of capital (quality and amount),

regulatory supervision, etc. Does this

increased focus on financial regulation

improve the outlook for avoiding another

financial meltdown or is it simply adding a

costly burden to our financial markets? In

this session, the impact of the increased

focus on financial regulation will be

explored from different perspectives. We

will discuss whether this impact affects

our domestic capital markets in a positive

or negative way and why it is important

to individuals, small business owners and

large corporations.



Leadership: Bribery, Corruption and Fraud: Strategies for Ensuring Ethical Business Practices – along the Supply Chain, in Foreign Markets and Inside Your Own Operations

Speakers: Peter Dent, Deloitte LLP and Armando Alcaraz, Scotiabank Global Compliance

This session will explore the growing risk

of enforcing Canada’s foreign corruption

legislation (“Corruption of Foreign Public

Officials Act”) and the ways in which

Canadian companies are dealing with this

risk. Using the financial services industry

as an example, the speakers will explore

leading compliance practices across

industry sectors to mitigate the risk of

corruption. Using recent case studies from

Canada and other jurisdictions, learn what

works and some common pitfalls, from

setting the “tone at the top”, to training, to

the conduct of risk assessments.




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Financial Reporting: Revenue Recognition – Digging Deeper: Unearthing Anticipated Application Issues and Expected Challenges

Moderator: Mark Wayland, Deloitte LLP

This interactive panel session will explore

how some Canadian companies are

getting a head start on the new revenue

standard. Hear directly from financial

statement preparers about how they

have started to tackle this project, which

issues they believe will be most important

to their organization and where they

see the potential pitfalls, challenges and

opportunities arising as they progress

through their implementation project.

Financial Reporting: The Future of Financial Reporting: Balancing the Demand for More Understandable and Useful Reporting When Facing Increased Standards and Regulatory Complexity

Panelists: Efrim Boritz, University of Waterloo School of Accounting and Finance; Karyn Brooks, Canadian Performance Reporting Board; Axel Thesberg, Senior Advisor CPA Canada; Dirk Lever, AltaCorp Capital Inc.

What is happening in the Canadian financial

reporting environment? There are growing

reporting trends involving integrated

reporting, sustainability reporting and

XBRL. Are these changes making reporting

more useful or more complicated? This

panel session will discuss these reporting

trends, outline the pros and cons, examine

the impacts on reporters, investors and

readers as well as discuss the possible

solutions to simplify reporting.

Management Accounting/ New Innovations in Forecasting – Integrating Finance: the Latest Technologies with the “Human

Factor” to Improve Accuracy

Speakers: Mitch Max and Robert Torok, BetterVu

Business plans and forecasts, even the

annual budget, are here to stay. As the

demand for speed increases along with

the need to coordinate operations across

virtually all parts of the globe, the use

of advanced planning and forecasting

approaches is becoming a key success

factor. Simply put, organizations have

an ever-greater need to gain better

insight into the future in order to make

better decisions; a forecasting system

and process that takes weeks to deliver

projected results just doesn’t work.

But notwithstanding the need for advanced

technologies and models, the human

aspect of forecasting is critical. Executives

not only want, but NEED, to embed their

own judgments and perspectives into

business plans and forecasts, and not rely

exclusively on the output of a model.

This presentation will cover both sides of

this equation: the use of new advanced

planning and forecasting technologies as

well as the integration of human bias &

judgment into the planning and forecasting

process, to ensure both accuracy and

relevance.

Management Accounting/ Cash Management – What Saul Goodman Finance: Doesn’t Know. Insights into the Latest Cash

Management Strategies

Speaker: Jeffrey D. Sherman, Atrium Mortgage Investment Corporation

By using the right cash management

strategies, businesses can profoundly

improve their operations and bottom lines.

You may be surprised at the pervasive

impact that effective cash management

can have on your business. You will hear

about some of the latest ideas on how to

control and optimize cash – and leave with

some tools that you (or your clients) can

apply right away. This session will be of

particular interest to those in medium and

small businesses, although the concepts

apply to organizations of any size.

Among the topics covered are the building

blocks of cash management, controlling

cash by using effective budgeting and

forecasting techniques, optimizing cash

by reviewing the sales cycle, and financial

structure and financial leverage.

3:20 - 3:35 NETWORKING COFFEE BREAK – EXHIBITS OPEN

Sponsored by




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3:35 - 4:30 KEYNOTE ADDRESS: A Call to Innovate – Dr. Daniel Muzyka President and CEO, The Conference Board of Canada

Dr. Daniel Muzyka is President and CEO

of The Conference Board of Canada. He

was previously the Dean of the Sauder

School of Business and the Faculty of

Management at the University of British

Columbia. An astrophysicist by training,

Dr. Muzyka has extensive experience in

academia, finance and business, and has

participated on a number of boards and

advisory boards of companies, not-for-

profits, government organizations and

venture capital funds. He is known for his

energy, dynamism, entrepreneurial spirit

and the curiosity he brings to issues.

Don’t miss this Keynote Address: A Call to

Innovate.

4:30 - 6:00 “COAST TO COAST” NETWORKING RECEPTION – EXHIBITS OPEN

Reception Sponsored by

Connect with your colleagues from coast

to coast at this special evening reception.

Enjoy wine tasting, oyster tasting, and a

live band. Sample British Columbia smoked

salmon, Alberta beef, Ontario cheeses,

Quebec poutine, Maritime canapés and

much more.

One powerful network, in one place,

at one time.

DAY 2 – TUESDAY, SEPTEMBER 23, 2014

7:30 - 8:15 OPTIONAL BREAKFAST SESSIONS:

Leadership: Taking your Customers’ Financial Experience from Good to Great

Breakfast Session Sponsored by

Speaker: Victor Bensusan, Yakidoo

Engagement and communication may very

well be the most important aspects in the

lifecycle of a customer. It sets the stage for

the entire relationship going forward. There

are three reasons why many organizations

deliver unsatisfying engagement and

communications experiences: process

complexity, demanding audience and

expanding Channels. This session is a story

describing how a company transformed

their financial procedures from using

current, traditional and complex methods

of execution to an innovative, simple yet

powerful system. Not only were they able

to integrate efficient processes to lower

costs but also creating better customer

experiences and increasing their ROI

significantly.

Financial Reporting: Cloud Technology – Transforming how Accountants Collaborate with Clients


Speaker: Michelle Long, Long for Success LLC

If you’re like most accountants and

bookkeepers, you lose a lot of time

traveling to see your clients for brief visits,

sending them reports and running to the

office to retrieve files. Join internationally

recognized expert, Michelle Long, as she

talks about how moving your accounting

practice to the cloud will improve your life

and practice. This session will cover how

cloud technologies can transform how

you collaborate with clients and will also

demonstrate how you can change your

clients’ perceptions and free yourself from

the confines of the traditional office.




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Management Accounting/ Export Strategies and Trade Credit Finance: for SMEs


Speaker: Armin Nourozi, Export Development Canada

As many Canadian companies have learned, the ability to offer credit and favorable payment terms to your foreign customers can offer your company several advantages as well. Offering credit may help tip sales decisions in your favor, encourage repeat purchases, and help you establish and build long-term relationships and loyalty from customers. At the same time, however, defaulted payments from your customer can seriously hurt your bottom line and curtail company growth. This session provides an introduction to trade credit insurance as well as ways to mitigate the risks through strong credit management practices.


Registration Sponsored by Continental Breakfast Sponsored by:

8:30 - 9:25 KEYNOTE ADDRESS Bonnie Brooks, Vice Chairman, Hudson’s Bay Company

Keynote Introduction Sponsored by



Leadership: Improving the Finance Function: Applying Lean Manufacturing Processes to the Finance Function to Enable Business-Process Improvements

Speakers: Lawrence E. Davis and Toby Sharpe, Workplace Safety and Insurance Board; Haneef Chagani, PricewaterhouseCoopers LLP

Lean manufacturing principles and techniques can be applied to financial systems to obtain the same benefits and improved results that have been realized in manufacturing. Value stream mapping, decision trees, readiness criteria, governance processes can all be applied in business process improvement initiatives. Cost reduction and efficiency gains can be realized without affecting the value by “getting back to basics” and adopting a continuous improvement mindset for results that improve the bottom line. This session will discuss some of the tools and techniques to get you started applying lean principles in your own workplace.

Financial Reporting: IFRS 9: Ever Evolving, Ever Improving (?): the Past, the Present and the New Future of Accounting for Financial Instruments

Speaker: Scott Bandura, PricewaterhouseCoopers LLP

Introduced as a new standard to replace

IAS 39, IFRS 9 Financial Instruments is a

multi-phase project designed to clarify

the complicated world of accounting

for financial instruments. Unfortunately,

some might argue that the project is more

difficult to follow than the actual standard.

Work on the standard is now going into

its sixth year. The standard’s effective date

has been deferred a number of times, but

the portions that have been published are

available for early adoption. In particular,

the recently published hedge accounting

component incorporates more flexibility

and judgment than the previous rigid set

of hedging rules. This session will provide

an update on the standard as it currently

reads, the portions of the standard that

are still under debate, and the potential

benefits and pitfalls of adopting portions

early.

Financial Reporting: Thinking Things Through – Exercising Sound Professional Judgment in Times of Uncertainty

Speaker: Krista Fiolleau, University of Waterloo, School of Accounting and Finance

As professional accountants, we make

decisions every day; some are harder

than others and require us to exercise

professional judgment in the face of

unknowns. Critical thinking skills help with

such decisions by allowing us to: examine

our first reaction to a situation or issue and

the assumptions and previous experiences

that led to that reaction; understand

differing viewpoints and be open-minded

when considering alternate solutions;

realize when we need more information to

make a decision, and which alternatives

are best supported by the evidence we’ve

collected; and understand and articulate

clearly the criteria upon which we’ve

based our judgments. In other words, they

help us think things through and make

better decisions. This session will examine

the components of critical thinking and

suggest ways to foster it in yourself and

among the members of your team.




12

Management Accounting/ Enterprise Risk Management – Is the Finance: CFO Responsible? A Panel Discussion on

Who Is Ultimately Responsible for Risk

Moderator: Richard Wilson, PricewaterhouseCoopers LLP

Panelists: Rob Okashimo, Toronto Hydro; Huw Thomas, Calloway REIT

There are no standards that prescribe

which department should own ERM. Many

organizations launch the process within

internal audit, but is this the most effective

area to grow ERM? Other organizations

align ERM with strategic planning, while

others create a stand- alone risk office.

With the evolving role of the CFO’s office,

should it own ERM?

This panel will explore the important

question of ERM responsibility, to weigh

the benefits of various reporting lines –

including the CFO. Panelists will provide a

wide range of opinions to help you build an

informed decision about where ERM should

reside, and why.

Management Accounting/ M&A – Avoiding the Pitfalls and Getting the Finance: Deal Done Right

Speaker: Scott Powell, MDA Training

Studies tracking mergers and acquisitions

indicate that somewhere between 50 to 80

percent of acquisitions destroy shareholder

value for the acquirer and/or fail to meet

their strategic objectives. Despite this high

rate of failure, mergers continue to occur.

This session focuses on two key M&A risk

areas: the valuation of companies and the

post-merger integration process.

By the end of this session, participants will

be able to:

• identifycommonM&Aredflags

• identifythecharacteristicsassociated

with value-creating acquisitions

•understandthepitfallsassociatedwith

common valuation techniques

•explaintheimportanceofthe

post-merger integration process and

why it often runs into trouble

10:30 - 11:00 NETWORKING COFFEE BREAK

Sponsored by: The Better Way to Pay.TM

EXHIBITS OPEN


Leadership: How to Speak as a Leader – from Staff Meetings to Board Rooms

Speakers: Claire Carver-Dias and Sandra Oliver, Impact-Coaches Inc.

Speaking as a leader requires knowing the technical substance of a message, but more importantly knowing how to deliver the message. It is about “presence”. When people think about what it takes to be a top executive they often don’t consider how executive presence can have an impact on your success in the role. Working as executive business coaches, we often see people who have great technical substance, but who just can’t seem to come across effectively to others. What changes when you become a leader? What do you need to be conscious of when physically presenting yourself? How should you interact and communicate with others to give you credibility as an executive? Whether you’re already a senior executive, or aspiring to be one, these are some key questions to ask yourself. Executive presence is not only important for how you come across to others, but also important for influencing and motivating large groups of people.

This session will help show you how to leverage and build those skills. We will cover our top tips and best practices around improving your executive presence along with pitfalls to avoid that have a negative impact on presence.

Financial Reporting: IASB Update – Stephen Cooper, Member IASB: Live from London

Back by popular demand, IASB member

Stephen Cooper will discuss the overall

direction and priorities of the IASB,

including the key projects it is undertaking

and the path forward for the IASB.

Management Accounting/ Tax for the Non-Tax Professional Accountant Finance: – An Overview of Current Developments

Speaker: Rose Cross, BDO Canada LLP

This session will highlight a number of

recent developments and hot topics

relating to income taxes, indirect taxes, and

accounting for income taxes under ASPE/

IFRS. Many of these hot topics can result

in significant tax exposures for businesses

and are often the focus of an audit.




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Management Accounting/ Procurement That Pays – How Purchase Finance: Cards and Today’s Technologies Streamline

Processing

Speakers: Paul Cargnelli, VISA; Cameron McPhail, Scotiabank

Commercial cards have been an integral

component of most organizations’

payment strategy. With the introduction

of new technologies, purchasing cards

must be considered as part of a successful

payment strategy now more than ever.

Without compromising control, technology

now allows cards to deliver compelling

value to both the buying and selling

organizations. This session will explain

the new developments and how they

can benefit your organization in terms

of augmenting control, streamlining

processing, increasing visibility /

confidence in the use of cards and, most

importantly, drive incremental revenue

to your bottom line. Don’t miss this

opportunity to discover how to generate

significant untapped benefits for your

company.



Leadership: Big Data – Should You Join the Advanced Analytics Management Revolution?

Speaker: Tim McGuire, McKinsey & Company

Big-data analytics are described as the tool

to revolutionise management decision-

making, changing business from art to

science. Many companies are making

massive investments to architect, capture

and structure more data than ever before

and creating analytic capability to analyse

it in new ways. Yet most senior executives

are disappointed with the impact – despite

all the money and effort they’ve invested,

the reality isn’t living up to the hype.

What’s getting in the way of impact?

What separates the early winners from

those struggling to catch up? What is it

going to take to move from an idea to

tangible business results? We will discuss

the approaches, resources, mindsets, and

capabilities that can help move the business

from “instinct-driven” to “insight-driven”

and show how the reality can catch up with

the aspirations for big-data analytics.

Financial Reporting: IFRS 13 Fair Value Measurement – Practical Guidance in Applying It to Complex Matters, Including Business Combinations, Impairment Calculations and Real Property Valuations

Speakers: Kerry Danyluk, Clair Grindley; Richard Taylor, Deloitte LLP

This session will explore some of the more

complex application issues relating to IFRS

13 Fair Value Measurement. Hear about

which types of transactions and balances

create the largest challenges from the

perspective of an experienced valuations

professional and technical accounting

experts. This session will address which

pitfalls and judgment areas to be on the

look-out for when you are required to

determine fair value as part of a business

combination or when you are determining

impairment based on fair value less costs

of disposal. The session will also identify

common issues encountered in practice

relating to the determination of fair value

for real property and certain complex

financial instruments.

Financial Reporting: De-Risking Pension Plans. What Does It Really Mean and How Does It Impact Financial Reporting?

Speakers: Uros Karadzic, EY; Geoffrey Melbourne and Ken Choi, Towers Watson

The inherent volatility in the global

economy has been demonstrated in the

last decade with a recovery from the

tech meltdown followed sharply by the

global economic crisis in 2008. As the

US continues its recovery from the recent

housing market crash, other markets are

making provisions to diversify inherent

portfolio risks and plan for long-term

stability. With the ultimate goal to be

fully funded, pension plans need to be

continuously rebalanced and re-evaluated

to reduce volatility to potential risks in

the market place. This session will review

strategies to reduce the risk associated

with pension fund exposure and identify

ways to improve asset allocations to

minimize concerns over volatility and

portfolio exposure.




14

Management Accounting/ Moving to Customer Profitability Analysis – Finance: Costing Techniques to Better Understand

and Differentiate Your Customers

Speaker: Leyland P. Brown, Hewlett-Packard (Canada) Co.

It has been a long-held belief by corporate

governance advocates that the primary

focus of both boards and management

should be on maximizing shareholder

value. Historically however, looking at

customer and segment profitability has

not been a priority for sales and marketing.

This is where the finance organization can

be a critical and active ally for revenue

generation, channel optimization and

segment growth. In this session, Leyland

P. Brown will share with you how HP is

leveraging the insight and experience of

their finance organization to deliver both

revenue AND gross margin growth. It is

the partnership of the selling and finance

organizations that has enabled deep

client insight as well as identifying more

challenging segments of their client base.

Management Accounting/ Dividend Policies Post 2008 – Are Finance: Shareholders Better or Worse Off?

Speaker: Ron Schwarz, Independent Investor and Corporate Consultant

In an era of low interest rates, dividend

paying companies have seen a

resurgence in investor attention. But not

all dividends are created equal nor is

the simple presence of a dividend any

guarantee of higher valuation. Consistent

and transparent capital allocation

strategies that balance corporate growth

opportunities alongside capital returns to

shareholders are the primary drivers of

premium valuations.

Through the use of many examples, this

session will look at the impacts of dividend

and capital allocation policies and the

characteristics that different types of

investors look for to help boards, CEOs

and CFOs implement effective capital

allocation policies to help drive and

support premium long-term valuations.



Leadership: Value Creation: Is Maximizing Shareholder Value the Optimal Economic Model?

Speaker: Lynn Stout, Distinguished Professor, Cornell University Law School and author The Shareholder Value Myth: How Putting Shareholders First Harms Investors, Corporations and the Public

It has been a long-held belief by corporate

governance advocates that the primary

focus of both boards and management

should be on maximizing shareholder

value. But is putting shareholders first

always beneficial? Some argue that this

approach harms investors, corporations

and society in general. This session will

explore this issue, and debate whether

boards and executives should be rethinking

their performance objectives.

Financial Reporting: IFRS Odds and Sods (IFRS 10,11, IAS 19R...and More): Looking Back on a Year of Application, and Looking Ahead to the Future

Speaker: Blake Langill, EY

During 2013 Canadian companies that are

following IFRS adopted new accounting

rules around consolidations (IFRS 10),

joint arrangements (IFRS 11) and employee

benefits (IAS 19R). This session will look

back at the common application issues

that companies faced in these three areas

and that they continue to encounter. The

discussion will have an eye on the present

as well as what all this might mean for the

future, in particular with regard to activities

in these areas by the IASB and/or IFRIC.

The session will also have a brief discussion

of experiences from the adoption of

IFRIC 21.

Financial Reporting: Controller Alert! – Potential New Risks from CRA

Speaker: Representative of Canada Revenue Agency; Glen Schmidt, GTS Seminars

This session will explore a number of

federal tax issues that could impact not

only your employer but also the controller

personally. Did you know a controller who

does not do the tax return, can fall under

the definition of a tax preparer for the

purpose of the Preparer Penalty? Did you

know CRA’s audits of contract of/contract




15

for situations and resultant penalties could

affect your employment situation? Did

you know there are situations in which a

controller can be deemed to be a director

and accordingly subject to a Director’s

Liability Assessment under both federal

income tax and GST/HST personally?

Attend this session and learn what is

happening in this important area.

Management Accounting/ Your Control Environment – How to Ensure Finance: It Remains Effective and Aligned with Your

Ever-Changing Business Environment

Speakers: David Florio and David Malamed, Grant Thornton LLP

This session will explore how to help

management ensure their control

environment remains effective and is aligned

to a business environment that keeps

changing. Changes could be the result of M &

A, new technology, significant staff changes,

or new schemes in performing frauds. Real-

world examples of effective internal controls

to manage a changing environment (e.g.,

fraud prevention) will be presented as part of

the session.

Management Accounting/ SR&ED and Beyond – Navigating the Finance: Financial Implications of Canadian

Innovation Funding

Speakers: Dieter Eisbrenner and Nicolas Chevalier, Alma CG Canada

During this knowledge-sharing session

on navigating the financial implications of

Canadian innovation funding in Canada

and beyond, insights will be provided into

recent changes to R&D tax credit programs,

such as SR&ED, and some perspective will

be provided on the widespread questions

and concerns surrounding the changes to

the SR&ED program that took effect on

January 1, 2014. In addition, participants will

learn how to build a complete innovation

funding strategy that encompasses grants,

loans, procurement programs and tax credits

as part of an overall vision for the growth of

their company. The session will also touch

on funding available outside Canada for

companies looking to expand to the United

States and beyond, including an overview of

global innovation funding benchmarks.

3:20 - 3:35 NETWORKING COFFEE BREAK

Sponsored by: The Better Way to Pay.TM

EXHIBITS OPEN


Leadership: Are You a Collaborative Leader? Learning the Art of Effective Collaboration to Keep Teams Connected and Achieve Great Results

Speakers: Lawrence E. Davis and Toby Sharpe, Workplace Safety and Insurance Board

In today’s fast-paced environment,

we are surrounded by technology in

every aspect of our lives, not just in the

workplace. The most successful leaders

are, more than ever, those individuals who

are able to connect the right people to

share information quickly and efficiently.

Collaborative leaders embrace diversity of

all kinds (nationality, experience, language,

etc.) to challenge the status quo and

keep ideas fresh and innovative. Attend

this session and learn how to develop

collaborative teams and modify your

leadership style for long-term success by

working smarter not harder.

Financial Reporting: IAS 36 Goodwill Impairment Testing – If There’s (Good)will, Is There a (Good) Way?

Speaker: Sylvie Léger, KPMG LLP

Both the IASB and the U.S. FASB have

initiated projects of key importance

to the debate on the accounting for

goodwill, specifically the impairment-only

accounting model. Because of concerns

expressed by various stakeholders

about the cost and complexity of the

annual goodwill impairment test, the

FASB developed in 2011 an optional

qualitative impairment test as a screen

for preparers to assess the likelihood that

goodwill is impaired before performing

the quantitative test. In January 2014, the

IASB released its Request for Information

(in the context of its post-implementation

review of IFRS 3) asking three questions

in relation to goodwill impairment testing.

This session will explore the issues behind

today’s IFRS model, describe the difficult

aspects of IAS 36, identify some IFRS 13

implementation issues as they relate to

IAS 36, highlight recurring comments from

regulators and consider some alternatives

that could result in a “better way” for

goodwill accounting.




16

Financial Reporting: IFRS – Keeping Ahead of the Curve: Staying on Top of the IASB’s Agenda and Dealing with the Uncertainty around Future Standards

Speaker: Gordon Heard, The Finance Group

In a world of continual changes to IFRS and information overload, keeping current on relevant accounting issues for your organization, in an effective and efficient manner, is very important. This session will provide hands-on navigation through the most important websites, and discuss other information sources, both formal and informal, to help you stay informed and up to date on current and upcoming changes to IFRS. This session will also offer practical advice for dealing with uncertainty around future standards.

Management Accounting/ Tax Governance – Best Practices in Finance: Managing Your Organization’s Tax Risk in

Today’s World

Speaker: John Gotts, PricewaterhouseCoopers LLP

Managing risk is not about minimizing risk, but rather is about optimizing risk and value by determining what level of risk is acceptable relative to value – and then managing and monitoring that risk. The session will discuss the growing importance of tax governance and risk management in today’s world, discuss what tax risk is, review types of risk and provide some practical insights into managing tax risk.

Management Accounting/ Equity-Based Compensation – Deciding Finance: What Scheme Best Fits Your Company

Speakers: David Crawford and Bridget da Silva, Hugessen Consulting

For many small and mid-sized

companies, stock options have been

the dominant form of equity based

compensation. Yet, there is growing

frustration with the accounting

standards and valuation methodologies

that often produce a very large fixed

expense, independent of the benefit

actually received by the employees.

However, the “large company” alternative

to stock options (i.e., three-year, cash-

based share units) may not be the best

structure for these companies (given tax,

accounting, cash flow and shareholder

issues). Moreover, large companies

themselves may find some of these

alternatives appealing.

This presentation leverages the

discussion brief recently published by

the CPA Canada, entitled Equity-Based

Alternatives to Stock Options. We will

describe alternate equity compensation

structures available and their related

design characteristics. These include tax

(individual and corporate), accounting

and cash flow characteristics, as well as

discussing alignment with pay objectives

(pay-for-performance, shareholder

alignment and participant engagement

and retention).




17

CHOOSE ONE OF FOUR OPTIONAL WORKSHOPS – WEDNESDAY, SEPTEMBER 24, 2014


9:00 - 12:00 Bank Agreements 101 – Important Considerations When Negotiating Credit Facilities with a Lender

Workshop Leaders: Tom Hunter, Dentons Canada LLP; Doug Palmer, BMO Financial Group

The purpose of this workshop is to help

participants understand the key provisions

in material banking agreements, consider

their importance from the perspectives of

both the lender and borrower, and discuss

how the terms may be negotiated.

Specifically, the workshop will cover the

following bank agreements and related

issues:

• termsheets

•creditagreements

• financialcovenants

•pricingconsiderations

•demandvs.committedcreditfacilities

• financingstructures,includingsenior

debt and subordinated debt

•acquisitionfinancingissues,includingthe

“oppression risk”

•asset-basedlending

• interestrate/currencyhedging

• typicalsecuritydocuments,suchas

general security agreements, debentures,

Bank Act security, share pledges and

guarantees

•priority/intercreditoragreements

•workoutsituations

•howtokeepyourbankerhappy(orat

least moderately content)

•howtoreducelegalcosts

9:00 - 12:00 Speaking as a Leader

Workshop Leader: Brenda Allen, The Humphrey Group Inc.

This intensive workshop is for those who

wish to learn how to communicate as

persuasive leaders. At the core of this

seminar is The Leader’s Script®. This

approach teaches participants how to

deliver clear, convincing messages every

time they speak. Too many speakers

overwhelm their audience with unfocused

information. Attendees will learn how to

move from this data-heavy “informational”

approach to an “inspirational” style that

engages and motivates their listeners.

Speaking as a Leader® will make you

effective in all situations – whether you’re

preparing and delivering speeches,

presentations, briefings, off-the-cuff

remarks, or answers to questions.

Participants will have an opportunity to

develop a short set of speaking notes

during the session, and volunteers will

receive feedback on their delivery.

Those who attend will learn to:

•seeeverysituationasaleadership

opportunity

•engagetheiraudience

•speakwithaclearmessage

•buildapersuasivestructure

•usethelanguageofleadership

•developvisualsthataid,ratherthan

upstage

•useeyecontactthatholdstheaudience

•usestronggesturesandbodylanguage

SPEAKING AS A LEADER is a registered

trademark of The Humphrey Group Inc.




18

9:00 - 12:00 Hedge Accounting – Trimming the Complexities

Workshop Leader: Valerie Gillis, KPMG LLP

The new general hedge accounting standard under IFRS 9 provides a more principles-based approach that aligns more closely with risk management. The purpose of this workshop is to help participants understand more fully what this means in practice and to explore the opportunities that might arise when adopting this new standard to reduce financial reporting volatility.

Given the permission for potential early adoption of IFRS 9, considering your options is important at this time. Further, regulated financial services organizations will also benefit from the perspective of analyzing and debating the future impact as they start their initial diagnostic phases for their IFRS 9 conversion projects.

Specifically the workshop will cover the following items for general hedge accounting:

•overviewoftheGeneralHedgeAccountingProject and transition dates

•understandingthealignmentwithriskmanagement – what does this mean?

•neweligiblehedgedrisksincludingriskcomponents, layers and net positions, aggregate exposures

• changestohedgeditemsthatqualifytobehedged

• changestohedgingitemsusedtohedgerisksand new hedging relationships that can form

•otheralternativestohedgeaccountingintroduced through this standard (i.e. credit risk using credit derivatives, new election for contracts to buy / sell a non-financial item)

•effectivenessmodeling–awalkthroughofwhat has changed focus of testing and with practical examples

• rebalancing–understandingtheconceptforhedge accounting and the mechanics

•hedgediscontinuation

•whathasnotchangedunderthehedgeaccounting rules?

•presentationanddisclosures

In addition to general hedging, the workshop will also cover:

• acomparisontoU.S.GAAPstandardstoappreciate the differences

• therecentlyissuedmacro-hedgingdiscussionpaper

• considerationsforhedgeaccountingprojectplanning – beyond the technical

9:00 - 12:00 Month-Ends – Tips and Tricks for a Faster Close

Workshop Leader: Massood Oroomchi, FinEx Group

Learn how to accelerate your financial

close process and enhance your financial

close controls at the same time. Strike

a right balance between speed and

accuracy without compromising your

internal control environment. This half-

day workshop includes:

•anoverviewofthecloseprocessand

the acceleration objectives

• trade-offbetweenspeedandaccuracy

– striking a right balance without

compromising controls

•anexaminationofbestpracticesinthe

close process

•anexaminationoffinancialclose

controls

•howtobuildaroadmaptoanoptimum

close process supported by robust

controls




19

REGISTRATION INFORMATIONPRICING

• Conferenceonly $995 plus applicable taxes

• Conferenceplushalf-dayworkshop $1,290 plus applicable taxes

CONFERENCE LOCATION AND ACCOMMODATION INFORMATION

Venue

The Metro Toronto Convention Centre (South Building) 222 Bremner Boulevard, Toronto, ON M5V 2T6 Tel: 416-585-8000

The award-winning Metro Toronto Convention Centre (MTCC) is Canada’s largest and one of North America’s leading convention centres. Its three-year, $29 million modernization project is complete! The MTCC is a first-class venue known for its top-of-class service in a world-class city. Located in the heart of downtown Toronto, the MTCC has plenty of dining, great hotels, shopping, and fun things to do all within easy walking distance. The MTCC certainly has it all!

Accommodation

Renaissance Toronto Downtown Hotel 1 Blue Jays Way, Toronto, ON M5V 1J4 Tel: 416-341-7100

Premier among Toronto downtown hotels, this full-service CAA/AAA Four Diamond

hotel is ideally situated on the edge of Toronto’s financial core and in the heart of its entertainment district.

Hotel reservations are the responsibility of the participant. CPA Canada has arranged for a special conference rate of $209 (plus applicable taxes) for the Deluxe Room. Early reservations are recommended. After August 29th, or when our room block is full, reservations are accepted on a space and rate availability basis. A special rate is available three days prior to and three days after the conference, based on availability.

Contact the hotel directly and identify yourself as a participant of CPA Canada’s National Conference to qualify for the special conference rate: Phone Reservations: 1-800-237-1512 or 416-341-7100.

NOTE: See www.cpacanada.ca/NationalConference for additional hotel options.

Cancellation policy

If you are unable to attend the event for any reason, you may substitute, by arrangement with the Participant Coordinator, someone else from your organization, or, you may cancel up to 14 calendar days prior to the event start date for a full refund. Cancellations received within 14 calendar days of the event start date will be subject to a $150 administration fee (plus applicable taxes). All cancellation requests must be received by 5:00 p.m. ET on the day prior to the event start date. Refunds are not available after that point. PLEASE NOTE: All cancellations must be received in writing by email to [email protected].

PROGRAM DISCLAIMER: The speakers, topics, program format and events are correct at the time of printing. If unforeseen circumstances occur, CPA Canada reserves the right to alter or delete items from the program, or cancel the Conference and refund all registration fees.

REGISTER TODAY

ONLINE

cpacanada.ca/NationalConference

TELEPHONE

416-651-5086 or toll free: 1-888-651-5086

CPA CANADA’S NATIONAL CONFERENCE

JOIN US FOR

THE ONESeptember 22-23, 2014 | Metro Toronto Convention Centre | Toronto, ON | (optional workshops September 24)

277 WELLINGTON STREET WEST TORONTO, ON M5V 3H2 CANADA

FEATURED SPEAKERSKEYNOTE SPEAKERS

Stephen CooperMember, International Accounting Standards Board

Dr. Daniel F. MuzykaPresident and CEO, The Conference Board of Canada

Steve SmithBrigham Young University and co-author A Comprehensive Framework for Variance Analyses

Tim McGuireGlobal Lead, McKinsey & Company, expert on leveraging “Big Data”

Lynn StoutCornell University Law School and author The Shareholder Value Myth

Linda F. MezonChair, Canadian Accounting Standards Board

Jeremy GutscheInnovation expert, Award-winning author Founder and CEO of TrendHunter.com

Bonnie BrooksVice-Chairman, Hudson’s Bay Company

TO REGISTER, VISIT:

www.cpacanada.ca/nationalconference

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join us forthe one - castore.ca · “big data” steve smith brigham young university ... 8:30 -...

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